Strategy and Metaplanet capitalize on Bitcoin correction with $200M acquisition


Strategy and Metaplanet capitalize on Bitcoin correction with 0M acquisition


Two heavyweight Bitcoin holders, Strategy (formerly MicroStrategy) and Metaplanet, have seized the latest market correction as a buying opportunity.

As Bitcoin briefly fell near $103,000 towards the end of May, both companies bolstered their reserves with a combined purchase of nearly 2,000 BTC worth close to $200 million.

Strategy buys 705 BTC

Strategy disclosed on June 2 that it acquired 705 BTC between May 26 and May 30. The company spent $75.1 million, paying an average of $106,495 per coin.

This new purchase pushes Strategy’s total holdings to 580,955 BTC, which is approximately 2.8% of Bitcoin’s total supply of 21 million.

Michael Saylor, Strategy’s executive chairman, stated that the firm’s total cost basis is now $40.68 billion, with an average acquisition price of $70,023 per BTC. At current market prices, those holdings are worth more than $60 billion, leaving Strategy with an estimated unrealized gain of around $20 billion.

Crucially, this purchase was the first funded entirely without selling any common stock of its parent company, MSTR. Instead, Strategy tapped new at-the-market offerings for its preferred stock: STRK and STRF.

Strategy’s Bitcoin Fundraising Efforts (Source: Strategy’s SEC Filing)

Last week alone, it raised $36.2 million by selling 353,511 STRK shares and another $38.4 million from 374,968 STRF shares. More than $22 billion in capacity remains under those programs.

As of early June, Strategy reported a year-to-date Bitcoin yield of 16.9% and a quarter-to-date yield of 5.4%, reflecting the growing value of its BTC treasury.

Metaplanet ramps up BTC acquisitions

Meanwhile, Tokyo-based Metaplanet revealed it had purchased another 1,088 BTC for 16.89 billion yen, or around $117.5 million.

It added that this purchase was made at an average price of 15.5 million yen, or $108,051, per coin.

This latest haul raises Metaplanet’s total to 8,888 BTC, valued at approximately $930 million. It also aligns with the firm’s aggressive goals of acquiring 10,000 BTC this year.

Metaplanet CEO Simon Gerovich stated that the firm’s second-quarter BTC yield now stands at 66.3%, with cumulative returns for the year hitting 225.4%.

He added that the company aims to maintain a 35% quarterly return as it cements its position as one of the top 10 corporate Bitcoin holders worldwide.

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