Metaplanet’s Yen Carry Trade Supercharges Bitcoin Treasury Edge

The weak yen is giving top Bitcoin treasure firm in Japan, Metaplanet, a major boost. Japan's massive debt, at more than 250% of GDP, calls for constant currency printing, which lowers the yen (USD/JPY around 156–157). As Bitcoin grows, this makes Metaplanet's low-cost yen debt—fixed coupons below 5%—in real terms more inexpensive. Since 2020, BTC has increased in USD by roughly 1,159%, but in JPY by much more (about 1,704%), generating a strong "carry trade" boost not offered to USD-debt peers like MicroStrategy, who pay 10–12% interest.

Metaplanet had 35,102 BTC by late 2025 following significant purchases, among them a $451 million tranche, thus placing it among the top four corporate holders globally and the largest in Asia. With cash flows from its hotel operations fueling more accumulation, the business announced a spectacular 568% BTC yield for 2025. Still strongly related to the price of Bitcoin, its stock demonstrates significant volatility but great upside in bull markets.

Metaplanet's reduced debt expenses and yen weakness could offer 4–6 times greater long-run equity returns than those of US competitors. If BTC keeps rising and yen remains soft, analysts predict stock targets of 2,400–2,520 JPY by late 2026. Share dilution, Bitcoin drops, or unexpected yen strength are among the dangers, but Japan's macro trends support this daring approach. For more profit, keep an eye on USD/JPY above 160 and BTC over $95k.