MetaPlanet Shares Jump 5% as Shareholders OK Bitcoin Hedge Plan

Japan’s ‘Bitcoin Proxy’ Gains Key Shareholder Approval, Stock Responds

  • MetaPlanet shares rose over 4% after shareholders approved capital restructuring and dividend proposals.
  • The company expanded its ability to issue preferred shares and adjusted dividend terms for Classes A and B.
  • MetaPlanet plans to use Bitcoin as a reserve asset in response to yen devaluation and rising Japanese bond yields.
  • Japan’s economic outlook is challenged by expected long-term increases in government bond yields, impacting currency strength.

On Monday, MetaPlanet, Japan’s largest public holder of Bitcoin, saw its shares climb by 4.16% to close at approximately $2.84 (451 yen), hitting an intraday high of around $2.89 (458 yen). This followed a shareholder vote approving capital restructuring measures and changes to its dividend policy, underlining investor confidence in the company’s Bitcoin-focused financial strategy.

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The approved changes allow MetaPlanet to double the number of authorized preferred shares from 277.5 million to 555 million in both Class A and Class B. According to company director Dylan LeClair, the resolutions also include a reclassification of reserves into capital surplus, which aims to boost the firm’s capacity for preferred share dividends and potential buybacks, as described in an X post.

Dividend structures for the company’s preferred shares were also updated. Class A preferred shares will adopt a monthly, floating-rate dividend system under the company’s MARS (MetaPlanet Adjustable Rate Security) framework—designed, according to LeClair, to offer price stability. Class B preferred shares will pay quarterly dividends. New share terms include a 10-year issuer call option at 130%, and an investor put right unless an initial public offering occurs within a year.

MetaPlanet began its Bitcoin-focused treasury policy in April 2024. The company stated that its acquisition of Bitcoin serves as a reserve asset to offset concerns about inflation and the declining value of the Japanese yen, which is tied to Japan’s ongoing low interest rates and inflationary pressures.

Recent economic conditions in Japan continue to draw attention. The country’s 10-year government bond yield sits at 2.1%, with markets expecting yields to rise to 4.3% over the next two decades, as stated by Robin Brooks, Chief Forex Strategist at Goldman Sachs. This projection reflects persistent anxiety over Japan’s growing debt and the weakening yen.

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Bitcoin was trading at about $89,775 (converted from yen) during the reporting period, up 1.3%. However, social sentiment among retail investors remained in a bearish phase with low discussion volumes, according to market data.

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