The BTC market has recently been turbulent, with the movements of institutional players' funds and tightening supply, the entire landscape is quietly changing. Metaplanet resumes its #BTC accumulation plan, and the market's focus is once again on this digital gold. Let's take a look at how exciting the story behind it really is!
💼 Metaplanet Takes Action: Raising Huge Funds, Aiming for 210,000 BTC
After a nearly three-month pause, #metaplanet the BTC accumulation plan officially resumes. CEO Simon Gerovich revealed that the company has raised $255 million by selling shares to global investors. If the warrants are exercised, additional funds are expected to increase by $276 million, totaling up to $531 million, paving the way to achieve the grand goal of 210,000 BTC.
As of now, Metaplanet holds approximately 35,102 BTC, with the last purchase made in late December 2025. The company plans to increase its holdings to 100,000 coins by the end of this year, ultimately reaching 210,000 coins by 2027, accounting for about 1% of the total BTC supply. Based on current prices, to acquire 75,000 BTC in 2026, it is expected to raise about $5.55 billion, which undoubtedly poses a significant challenge for the company.
It is worth noting that despite the grand plans, the Tokyo Stock Exchange's stock price dropped 12% after trading, indicating that investors still seem cautious. However, Metaplanet is diversifying its business, expanding into venture capital and asset management to enhance the execution of its BTC strategy.#美国PCE数据将公布
🔒 Supply side tightening: Long-term holders control market rhythm
Supply dynamics are another major driving force behind BTC's rise. On-chain data shows that the amount of BTC flowing into centralized exchanges has continued to slow down, indicating that selling pressure is easing. Long-term holders have become stabilizers in the market—Alphractal data shows that the Coin Days Destroyed (CDD) of old coins has reached extreme levels not seen in four years, similar to the state before the bull market in 2022.
The binary CDD indicator also shows that long-term holders are almost not distributing dividends, indicating that old coins are not easily entering the market. One of the results of supply tightening is that since March 9, BTC prices have risen by about 12.84%, continuing the overall recovery momentum.
At the same time, although the Exchange Supply Ratio (ESR) has slightly increased to 0.13, prices are rising in sync with the ESR, suggesting that the inflow of funds into exchanges is more of a structural reallocation rather than immediate selling. Overall, liquidity available for short-term selling is decreasing, providing downside protection for the market.
📊 Demand side warming: Institutional funds re-entering the market
While the supply-side tightening is indeed crucial, whether prices can continue to rise still requires support from the demand side. Data shows that since March 9, the BTC spot ETF has recorded net inflows for six consecutive trading days, totaling about $969 million. This sets a record for the longest continuous inflow since 2025, indicating that institutional investors are re-engaging with the market and showing confidence in the current price.
Meanwhile, data from BTC Treasury reveals that in the past 30 days, public companies' demand for BTC has increased by 3.6%, with a total current holding of about 1.178 million coins, valued at over $87 billion. In contrast, the demand growth for BTC ETFs is only 0.4%, highlighting the differentiation between institutional and corporate demands.
This influx of funds provides potential momentum for breaking through the resistance zone of $75,000 and may support the market in establishing a stronger upward trend.
🚀 Summary: Metaplanet increases investment + supply tightening = new highlights in the market
Overall, Metaplanet's renewed engagement injects tremendous attention and potential funds into the BTC market. The 'wait and see' approach of long-term holders tightens market supply, while continuous inflow of institutional funds provides upward momentum. The combination of both suggests that the BTC market may be entering a new round of structural increases.
Investors might want to closely monitor Metaplanet's coin purchasing rhythm while paying attention to on-chain supply and institutional fund trends, as this could become a key signal for market movements in the coming months.🌟#比特币突破7.5万美元
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