Today, another Japanese listed company has taken action:
ANAP Holding buys back 54.51 BTC,
Total holdings rose to 1200.2.
What industries are in Japan?
——Clothing retail.
This industry has thin profits, tight cash flow, and extreme risk aversion.
But on this day in 2025, they made a very rare choice:
Stuffing company positions into Bitcoin.
Brothers, this is not speculation,
This is a change in the direction of global corporate financial strategy.
More and more companies realize:
Fiat currency is depreciating
Government bonds are fluctuating
Savings are shrinking
Inflation is recurring
Interest rate reversal is difficult
Cash is lying there waiting to die
And Bitcoin is becoming:
**“Corporate version of gold”
Globalization, liquidity, no borders, no holding risks, asset protection tools.**
This is why even clothing companies are buying BTC.
1. Why are Japanese companies the first to significantly increase their BTC holdings?
The answer is simple:
① Japanese government bonds are volatile, and there is immense pressure to raise interest rates → Corporate funds are starting to look for a 'safe haven'
Japanese government bonds have recently become a global minefield due to foreign speculation:
Long-term yields are soaring
Volatility reaches new highs in decades
BOJ to raise interest rates
Government bond prices are continuously falling
Japanese companies are not foolish.
They are moving money from:
→ Government bonds (risk soaring)
→ Yen cash (long-term depreciation)
→ BTC (global safe-haven asset)
This is called corporate asset migration.
② The yen has depreciated for several consecutive years → Companies need global reserve currencies to hedge risks
The yen has directly slid into 'Asian euro' in the past few years.
Companies find:
Holding yen = chronic bankruptcy
Assets in the country = affected by inflation and exchange rate double kills
The global supply chain is no longer stable
Operational risks are difficult to assess
What is BTC?
Not related to the yen
Not related to Japanese debt
Not controlled by monetary policy
Not devalued by the government
It is the purest risk hedging asset.
Japanese companies realized this earlier than European and American companies.
③ Japanese retail investors and companies are one of the largest 'long-term BTC holding groups' in the world
Japanese people:
Dislikes asset swaps
Once bought, it will be held long-term
Friendly to cryptocurrency asset policies
Exchange system stability
Japanese companies buying BTC are the ones that 'won't sell.'
These 1200 are not hot money, they are long-term locked assets.
2. Why would a clothing company buy 1200 bitcoins?
Because they are clearer than retail investors:
BTC has already shifted from 'speculative product' to 'corporate financial option.'
Look at MicroStrategy:
From software companies → becoming BTC asset giants.
Look at the data of small and medium-sized enterprises in the US:
More companies treat BTC as:
Inflation-hedging reserves
Overseas settlement medium
Cross-border exchange assets
'Risk hedging items' in the balance sheet
What companies are asking is:
“What assets do I have that won't turn into worthless paper in the next ten years?”
Not many answers:
Government bonds? Risks are increasing
US dollar? Exploding deficits, deteriorating credit
Yen? Long-term depreciation
Gold? Too inefficient
Stocks? Economic cycle
Real estate? Poor liquidity
Bitcoin is one of the few assets that 'does not belong to any country.'
This is its killing power.
3. What concept does 1200 represent?
Calculating at $90,000, it is:
$108 million (approximately 1.55 billion RMB)
—— A clothing retail company has put out such a large sum of money to bet on BTC.
What concept?
This is not speculation,
This is the strategic direction.
They are saying:
'In the future, we trust BTC more than the yen.'
When a listed company makes such a choice,
This indicates that the trend has deeply penetrated into the corporate level.
4. What does this mean for BTC market trends?
① Corporate accumulation is the strongest bottom force in a bull market
Retail investors will sell
Foundation portfolio adjustment
Institutions will oscillate
Only companies:
Once bought, they won't sell easily
Once corporate levels start buying continuously,
Trends will turn into 'slow bull → strong bull.'
② Asian companies are starting to enter = The second wave after US companies
US companies take the lead (MSTR, Tesla, new tech companies)
Now it's Japan's turn
Next will be:
Korean listed companies
Taiwanese tech chain companies
Southeast Asian groups
Indian IT companies
Middle Eastern sovereign fund companies
The common problem for global companies is:
Cash is too dangerous, BTC is safer.
③ Supply contraction + corporate locking = BTC extreme scarcity
Companies will not treat BTC as a trading product.
Companies buying BTC = Locking up assets for 3 to 10 years.
This means:
Every new corporate purchase is a permanent disappearance of circulating supply.
The more companies there are, the higher the peak will be.
5. My conclusion:
Brothers,
A clothing company bought 1200 BTC,
Not small news, but a big trend:
**“Companies treat BTC as reserve assets”
is moving from the US to all of Asia.**
Japanese companies are not speculating,
They are doing:
Asset safety layout
Hedging exchange rate risk
Government bond collapse contingency plan
Global financial strategy
This means:
The valuation model of BTC is upgrading,
From retail speculation → institutional cycles → corporate asset allocation cycles.
The era of companies buying BTC has already begun,
And this wave of strength will change the height of the entire bull market.$BTC
