Gate News 消息，Metaplanet (3350) 在2026年第一季度斥资约3.98亿美元购入5,075枚比特币，使其总持有量达到40,177枚，成功超越MARA Holdings，跃居全球上市公司比特币持有量第三位。目前，仅次于Strategy (MSTR) 和Twenty One Capital (XXI)。
MARA在3月初至月末期间出售15,133枚比特币，套现约11亿美元，用于回购10亿美元的2030年和2031年到期可转换优先票据。这使MARA持有量降至38,689枚，比年初53,822枚大幅下降。MARA将此举解释为资产负债表管理，并已对数字资产计提15亿美元减值准备，同时加快向人工智能基础设施和数据中心转型。
Metaplanet的增持策略显示出其长期扩张意图。该公司在第一季度购买比特币的平均价格约为每枚78,000美元，总成本约为39亿美元。截至目前，Metaplanet比特币收益率为2.8%。根据其“5.55亿美元计划”，公司目标在2026年底持有10万枚比特币，并在2027年底前增至21万枚。为支撑持续购买，该公司通过国际股票发行和认股权证筹集资金，已获得约2.55亿美元，潜在额外融资2.76亿美元。
尽管持有量排名上升，Metaplanet股价并未同步上涨。4月2日收盘价为302日元（约1.89美元），下跌约2%，远低于2025年6月的峰值1930日元。领先优势方面，Strategy持有762,099枚比特币，是Metaplanet的18倍多，而Twenty One Capital持有43,514枚。后续竞争者包括Bitcoin Standard Treasury Corp (CEPO) 和Bullish (BLSH)。
截至发稿时，比特币价格为66,372美元，Metaplanet的平均成本高出约46%，显示尽管其持有量排名提升，但资金仍面临亏损压力。Metaplanet能否巩固第三的位置，将取决于其融资能力和MARA未来的比特币策略。
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