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211Not new, but still interesting:
In the foreseeable future, the SNB is unlikely to build up a Bitcoin reserve or buy it directly. $BTC (-0,39 %) directly. Funnily enough, however, it holds a position in MicroStrategy ($MSTR (+0,08 %) ) - and is thus indirectly invested in Bitcoin ($BTC (-0,39 %) ) indirectly.
It's getting wild again😂
Under the leadership of Brandon Lutnick - the son of the current US Secretary of Commerce and chairman of the investment bank Cantor Fitzgerald - the Japanese SoftBank Group, the stablecoin giant Tether and the crypto exchange Bitfinex are cooperating to invest billions in $BTC (-0,39 %) to invest billions in A company called 21 Capitalwhich will hold around 3 billion US dollars in Bitcoin from the outset and serve as a listed "Bitcoin purchase vehicle".
21 Capital is to be founded from the outset with the sole purpose of buying and holding Bitcoin👀
21 Capital is designed as an acquisition company for Bitcoin - comparable in essence to the business model of $MSTR (+0,08 %). It will be implemented via SPAC Cantor Equity Partners. This listed shell company has raised US$ 200 million in fresh capital and will merge with a new company - 21 Capital. This SPAC deal means that 21 Capital can be listed directly on the stock exchange without a traditional IPO:
According to the Financial Times and official figures, the initial bitcoin investment adds up to around 3 billion US dollars. Specifically, Tether is providing US$ 1.5 billion, SoftBank US$ 900 million and Bitfinex US$ 600 million - each in the form of Bitcoin transfers to the new company. These Bitcoin transfers are valued at a reference price of USD 85,000 per BTC, and in return the partners receive shares in 21 Capital at a price of USD 10 per share. Through this structure, investors effectively swap part of their Bitcoin holdings for ownership shares in the new company.
As a result, 21 Capital will launch with over 42,000 BTC and become the third largest Bitcoin treasury worldwide, behind $MSTR (+0,08 %) and $MARA (-0,97 %) and .
It was also announced that none other than Jack Mallers (founder of Strike) will take on the role of CEO.
Investment strategy: build up and expand Bitcoin reserve
Similar to the Strategy model, 21 Capital will not stop at the initial investment, but will continue to buy more Bitcoin. The business model of a "Bitcoin Treasury Company" consists of raising fresh money via the capital markets and converting it into BTC. Accordingly, the Lutnick consortium is already planning additional financing measures: An issue of convertible bonds worth USD 350 million is planned, as well as a private placement of shares worth USD 200 million in order to acquire more Bitcoin on the market in the next step. According to the official update, the target figures for the bond have even been raised to USD 385 million. This mix of debt and equity is exactly in line with the strategy MicroStrategy has pursued in recent years - Michael Saylor has repeatedly diluted shares and issued bonds to increase his company's Bitcoin position. The press release states that the company is designed to accumulate as much Bitcoin as possible and to steadily increase the Bitcoin holdings per share.
This means that future capital increases will be consciously accepted (even if they dilute the shares of existing shareholders) as long as the fresh capital is used to acquire more BTC. This should be worthwhile for shareholders, as every dollar invested increases the value of the Bitcoin treasury disproportionately - and therefore the share value in the long term. Or as Jack Mallers puts it: "We believe Bitcoin is the answer, and Twenty One is the way we are bringing that solution to the public markets. Our mission is simple: we want to become the most successful company in Bitcoin... A public stock built by Bitcoiners, for Bitcoiners".
There is no traditional core business; growth is to be generated exclusively through value appreciation and the increase in Bitcoin reserves.
What do you think?
https://www.ft.com/content/501210ad-d39b-4d7b-b649-bbd08ceffe6f
Boy, oh boy. Donnie's circle raked in billions today.
$VUSA (+1,14 %)
$CSNDX (+1,77 %)
$NVDA (+2,64 %)
$RH (+2,83 %)
$MSTR (+0,08 %)
While there is pure panic on Wall Street, the supposed risk-on asset is still doing relatively well today... $BTC (-0,39 %) is still doing relatively well today... what do you think?
- Is Bitcoin increasingly seen as a risk-off asset?
- Or buy $MSTR (+0,08 %) and $GME (-0,06 %) just in the background?😂
Metaplanet ($3350 (-2,17 %)) has caused quite a stir in recent months - not only because of its growing Bitcoin holdings, but also because of the recent announcement of a 1:10 stock split. But why is this interesting?
1️⃣ What does Metaplanet do?
Metaplanet is a Japanese investment company that has been increasingly focusing on Bitcoin since 2023. This is very similar to MicroStrategy, which holds Bitcoin as a strategic asset. Metaplanet therefore allows you to invest indirectly in Bitcoin without buying crypto directly.
2️⃣ The stock split - what does it mean?
Metaplanet carried out a 1:10 split on 01.04.2025. This means:
✅ The share price becomes visually more favorable (better liquidity)
✅ The number of shares increases tenfold
✅ The market value of the company remains the same
Splits often lead to higher demand, as more investors feel psychologically attracted - a possible catalyst for share price increases.
3️⃣ Why is Metaplanet exciting?
✔ Bitcoin exposure without a crypto wallet
✔ Japanese regulation (high transparency)
✔ Still relatively unknown = potential for early investors
Metaplanet currently holds 117 BTC and plans to increase further. If Bitcoin rises in the coming years, Metaplanet could also benefit massively.
4️⃣ Note the risks!
⚠ Highly volatile - not a safe investment
⚠ Strong focus on BTC - if BTC falls, Metaplanet will also suffer
⚠ Japanese market - note trading hours & regulation
Conclusion: Interesting Bitcoin proxy
If you want to profit indirectly from Bitcoin without having to deal with wallets or exchanges, you could put Metaplanet on your watchlist. The stock split could provide short-term movement - but in the long term, everything depends on Bitcoin.
📊 What do you think? Does Metaplanet have potential or is the risk too high? 🚀👇
$MSTR (+0,08 %)
$BTC (-0,39 %)
$SOL (-0,71 %)
$ETH (-1,51 %)
$COIN (+3,59 %)
#crypto
#bitcoin
$MSTR (+0,08 %) has in the past week 22,048 $BTC (-0,39 %) for 1.92 billion dollars - financed through the issue of preference and ordinary shares🚀
The company now owns over 528,000 Bitcoin.
Metaplanet ($3350 (-2,17 %)) is causing a stir! The Japanese company, originally active in the real estate sector, has radically changed its strategy and now relies heavily on Bitcoin as its primary reserve currency - following the example of MicroStrategy.
🔥 The most important developments:
✅ Bitcoin purchases: Metaplanet has further increased its BTC holdings and now holds over 141 BTC. The strategy is clear: buy more Bitcoin and profit in the long term.
✅ Share split on April 1, 2025: Metaplanet is carrying out a 10:1 share split. This means that existing shareholders will receive ten new shares for each share. This will reduce the price per share without affecting the market capitalization, which could make the share more attractive to investors.
✅ Growth trajectory: Metaplanet is positioning itself as a Bitcoin holding company and could play a similar role in Asia as MicroStrategy in the US.
📊 Share price performance & potential
Since the realignment, the share has staged an impressive rally. With its strong dependence on Bitcoin, it could continue to rise - or fluctuate sharply if BTC corrects.
🚀 Opportunity or risk?
Metaplanet could establish itself as Japan's leading Bitcoin stock. But the strategy harbors risks if the Bitcoin price falls sharply.
💬 What do you think? Is Metaplanet a future MicroStrategy clone or is it still a speculative bet?
$3350 (-2,17 %)
$MSTR (+0,08 %)
$BTC (-0,39 %)
$ETH (-1,51 %)
$SOL (-0,71 %)
#crypto
#bitcoin
Bitcoin is now more than just a speculative investment - it is seen as a store of value, a means of payment and a hedge against inflation. But where will Bitcoin be in the coming years? What developments could influence its price, its use and its social acceptance?
1 Bitcoin as a store of value: digital gold is catching on
Bitcoin is increasingly seen as digital gold. This is due to several factors:
- Limited supply: there will never be more than 21 million Bitcoin. This makes Bitcoin inflation-proof in contrast to fiat currencies.
- Increasing institutional acceptance: Large companies, investment funds and ETFs are turning to Bitcoin as a hedge against inflation and economic uncertainty.
- Macroeconomic trends: In times of high inflation, geopolitical tensions and declining confidence in traditional currencies, Bitcoin could become even more important.
Comparison with gold
Gold has retained its value for centuries, but Bitcoin offers some key advantages:
✅ Easily transportable and divisible
✅ Independent of government intervention
✅ Transparent and secure thanks to the blockchain
Conclusion: Bitcoin could play an even greater role than digital gold in the coming years, especially if fiat currencies continue to be devalued.
2 Bitcoin as a means of payment: will it ever be suitable for mass use?
Bitcoin was originally developed as a decentralized means of payment, but its high volatility and slow transaction speed stand in the way. However, there are developments here:
Lightning Network - The solution for fast and cheap payments
The Lightning Network makes it possible to process Bitcoin transactions almost in real time and with minimal fees. This could make Bitcoin more attractive for everyday payments in the future.
✅ Millisecond-fast transactions
✅ Almost no fees
✅ Scalability for millions of users
Companies accept Bitcoin
More and more companies are accepting Bitcoin as a means of payment. Especially in countries with unstable currencies (e.g. Argentina, Turkey), people rely on Bitcoin for everyday transactions.
Conclusion: Whether Bitcoin will ever replace traditional money remains questionable. It is more likely that it will exist alongside traditional currencies and be used primarily for larger transfers or as a reserve currency.
3. regulation: the biggest threat to Bitcoin?
One of the biggest risks for Bitcoin is regulation by governments worldwide. While some countries are introducing Bitcoin as an official currency (e.g. El Salvador), other countries (e.g. China) are cracking down on it with tough bans.
What regulations could come?
- Stricter KYC/AML requirements: Exchanges must identify users more closely to prevent money laundering.
- Taxation: Higher taxes on crypto profits could deter investors.
- Ban on self-custody: Some countries could try to ban private wallets in order to maintain control over the crypto market.
Bitcoin remains resilient
Despite regulation, Bitcoin has always held its own. Its decentralized nature makes it difficult to ban it completely. Countries that regulate Bitcoin too heavily could drive away innovation and investors - a risk for states, but not necessarily for Bitcoin itself.
Conclusion: Regulations could affect the short-term price, but in the long term Bitcoin will probably continue to exist and grow.
4. price predictions: Where could Bitcoin be in 2025-2030?
Of course, no one can accurately predict the price of Bitcoin, but various scenarios are conceivable:
Bullish scenario (Bitcoin above $500,000)
- Institutional investors continue to buy Bitcoin on a massive scale
- More countries introduce Bitcoin as a reserve currency.
- The next halving (2024) reduces supply while demand increases.
Neutral scenario (Bitcoin between 100,000 $ - 250,000 $)
- Bitcoin establishes itself as digital gold, but remains volatile.
- Regulations slow growth but do not prevent adoption.
- The Lightning Network makes Bitcoin suitable for everyday use as a means of payment.
Bearish scenario (Bitcoin below 50,000 $)
- Strict regulations or bans in important markets (USA, EU, China).
- Macroeconomic crises force investors to sell Bitcoin.
- Technological problems or a serious attack on the blockchain.
5 Conclusion: The future of Bitcoin depends on several factors
Bitcoin is highly unlikely to disappear, but will continue to play a significant role in the financial world. Whether it is used primarily as a store of value or as a means of payment depends on technological developments, regulations and market acceptance.
Important trends for the coming years:
✅ Bitcoin will continue to establish itself as digital gold.
The Lightning Network could make Bitcoin more attractive as a means of payment.
✅ Regulations will come, but will not destroy Bitcoin.
✅ Price remains volatile, but long-term upward trend possible.
Anyone investing in Bitcoin should be aware that it is a long-term and speculative investment. However, the foundations for further growth are in place.
Where do you see Bitcoin in five years' time - as a global means of payment or purely as an investment?
