Fidelity International, through its Discovery Fund, has made a significant investment in Metaplanet, purchasing 3 million shares worth approximately $7.42 million in the third quarter of 2025. This move highlights the growing institutional confidence in companies with Bitcoin-focused treasury strategies, often comparing Metaplanet to MicroStrategy for its aggressive digital asset accumulation.
Earlier in 2025, Fidelity's subsidiary, National Financial Services LLC (NFS), dramatically increased its Metaplanet holdings, jumping from 1.91 million shares in Q1 to 84.4 million shares in Q2, representing a 12.9% stake valued at around $816-$820 million. With Fidelity managing approximately $5 trillion in assets, this investment is viewed as a powerful endorsement of the cryptocurrency space, signaling a shift in traditional finance toward digital assets.
Metaplanet, traded on the Tokyo Stock Exchange (3350.T) and over-the-counter as MTPLF, has positioned itself as a long-term Bitcoin holder, attracting global capital. The broader market context includes consistent inflows into spot Bitcoin ETFs and positive on-chain metrics, such as rising hash rates and new address growth, indicating steady institutional accumulation despite macroeconomic uncertainties.
