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Metaplanet Under Pressure: Market Capitalization Falls Below Bitcoin Balance Value
Metaplanet, often referred to as the "Japanese MicroStrategy," has recently seen its market capitalization drop below the value of its Bitcoin holdings. As of now, Metaplanet holds 30,823 BTC, valued at approximately $3.5 billion. This situation arises as the company's market capitalization is currently at $3.47 billion, marking a significant decline from its peak in May 2025, where shares were priced at €21, now plummeting to around €2.60, a decrease of nearly 90%.
“With the current lower valuation, the question arises about how the 'Japanese MicroStrategy' can proceed,”
Market observers are concerned that if the mNAV (multiple Net Asset Value) remains below 1, companies like Metaplanet may be forced to sell their Bitcoin holdings, potentially leading to a further decline in Bitcoin prices. The company had previously financed its Bitcoin purchases primarily through the issuance of new shares, a method that may now be compromised.
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Key Takeaway: Metaplanet's market capitalization has fallen below its Bitcoin holdings, raising concerns about potential forced sales of Bitcoin.
FED's Potential Shift: Could Bitcoin Gain New Momentum?
Recent discussions among analysts suggest that the Federal Reserve (FED) may be considering a shift in its monetary policy, potentially ending its quantitative tightening (QT) program. In a speech on October 14, 2025, FED Chair Jerome Powell indicated that the bank reserves are nearing an appropriate level, which could pave the way for a return to quantitative easing (QE). Historically, such moves have led to increased liquidity in the market, benefiting risk assets like Bitcoin.
Arthur Hayes, co-founder of BitMEX, stated, “QT is over. Drive the damn truck back and buy everything,” highlighting the optimism surrounding a potential QE phase. However, some analysts caution that the current interest rate of 4.2% may delay any QE implementation, as it typically occurs when rates are near zero.
Key Takeaway: The FED's potential shift in policy could provide new momentum for Bitcoin, but uncertainties remain regarding the timing and impact of such changes.
Gold vs. Bitcoin: Which Investment Holds More Value?
The ongoing debate between gold and Bitcoin as investment vehicles continues, with both assets reaching new highs. Gold is often viewed as a stable store of value, while Bitcoin represents technological innovation and high-risk, high-reward potential. Currently, gold is priced at approximately $4,193 per ounce, reflecting its status as a safe haven amid economic uncertainty.
Bitcoin, on the other hand, has demonstrated extreme volatility, with its price fluctuating significantly over short periods. While gold offers stability, Bitcoin appeals to those seeking rapid growth and independence from traditional financial systems. The choice between the two ultimately depends on the investor's goals—whether they prioritize stability or are willing to embrace risk for potential high returns.
Key Takeaway: Gold remains a stable investment, while Bitcoin offers high-risk, high-reward potential, appealing to different types of investors.
Bitcoin Purchases at Scalable Capital: Key Differences Explained
Investors looking to buy Bitcoin through Scalable Capital should be aware that they will not receive actual cryptocurrencies but rather exchange-traded products (ETPs) that track Bitcoin's price. This means that while investors can benefit from Bitcoin's price movements, they do not own the underlying asset, which introduces counterparty risk.
Scalable Capital allows for the establishment of savings plans starting from €1 and offers staking options, where investors can earn rewards by participating in network operations. However, the trading of ETPs is limited to specific hours, unlike direct cryptocurrency trading, which is available 24/7 on traditional exchanges.
Key Takeaway: Scalable Capital offers a unique way to invest in Bitcoin through ETPs, but investors should consider the limitations and risks associated with not owning the actual cryptocurrency.
Haan Drug Trade Trial: The Source of €10 Million in Bitcoin
In a recent trial concerning a 36-year-old man from Haan accused of drug trafficking, investigators uncovered €10 million worth of Bitcoin in his possession. The funds' origins are under scrutiny, as the defendant reportedly earned only €149,000 from 2,976 sales of drugs, raising questions about the remaining wealth's source.
During the investigation, authorities conducted extensive searches and found evidence suggesting that the defendant may have been involved in drug manufacturing. The trial continues as the court seeks to clarify the Bitcoin's origins, which remain elusive due to the nature of cryptocurrency transactions.
Key Takeaway: The trial highlights the complexities surrounding the origins of large sums of Bitcoin, particularly in cases linked to illegal activities.
USA Seizes 127,000 Bitcoin: A Historic Case
In a landmark case, U.S. authorities have seized 127,000 Bitcoin, marking the largest cryptocurrency seizure in the history of the Justice Department. This unprecedented action underscores the increasing scrutiny and regulatory focus on cryptocurrency transactions, particularly those linked to illicit activities.
The seizure reflects ongoing efforts by law enforcement to combat money laundering and other financial crimes associated with digital currencies. As the regulatory landscape evolves, the implications for the cryptocurrency market and its participants remain significant.
Key Takeaway: The seizure of 127,000 Bitcoin by U.S. authorities highlights the growing regulatory scrutiny of cryptocurrencies and their association with illegal activities.
Sources:
- Metaplanet unter Druck: Marktkapitalisierung fällt unter den Wert der Bitcoin-Bilanz
- FED vor Kurswechsel: Bitcoin bald mit neuem Rückenwind?
- Gold vs. Bitcoin – welche Geldanlage überzeugt im Vergleich?
- Bitcoin bei Scalable Capital kaufen: Unterschied ist größter Haken
- Haaner Drogenhandel-Prozess: Woher stammen die 10 Millionen Euro in Bitcoin?
- USA beschlagnahmen 127.000 Bitcoin – größter Krypto-Fall in der Geschichte des Justizministeriums
