Key Trends in Bitcoin Acquisition
Asia's mid-cap companies, including Japan's Metaplanet and Korea's Bitplanet, are intensifying their Bitcoin acquisition strategies in 2025 to absorb a significant portion of new BTC supply. This trend could tighten Bitcoin’s market liquidity, impacting its pricing dynamics and creating sustained demand tension under current accumulation programs.
Japanese and Korean firms, including Metaplanet and Bitplanet, have transitioned to consistent BTC purchasing. They aim to absorb significant portions of new Bitcoin supply with rules-based accumulation programs, potentially impacting market liquidity and dynamics.
Corporate Bitcoin Treasury Strategies
Metaplanet, originally a hotel operator, focuses on expanding its Bitcoin treasury strategy. The firm purchased approximately 28,723 BTC from February to September 2025. Meanwhile, Korea’s Bitplanet targets acquiring up to 10,000 BTC using systematic purchasing.
Metaplanet alone accounted for about 20% of new BTC issuance YTD 2025.
The effects on market liquidity are substantial as corporate BTC investments tighten Bitcoin’s free float. With robust ETF inflows, structural constraints on miner wallets and decreased market availability are evident in the Bitcoin ecosystem.
Financial implications include potential long-term price pressure from reduced volatility and increased demand. This corporate adoption aligns with strategies like those from Sora Ventures, reflecting sustained commitment to Bitcoin holdings in the Asian markets.
Corporate acquisitions in Asia signal a shift towards longer-term financial strategies. The focus on Bitcoin accumulation aligns regional approaches with global trends, encouraging institutional interest.
Historically, similar BTC accumulation led to float tightening and price stability. If Asian mid-caps maintain their current pace, sustained free float constraints and market impacts comparable to those seen with MicroStrategy's strategy may occur.