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Blockstream CEO:Metaplanet 比特币收益率将超越 MicroStrategy

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2025-05-10 04:45:13

Blockstream CEO Adam Back预测:日本Metaplanet比特币收益率将超越MicroStrategy



区块链行业权威人士、Blockstream首席执行官Adam Back近日发表重磅观点,指出日本上市公司Metaplanet在比特币投资回报率方面即将超越行业巨头MicroStrategy。这一预测基于Metaplanet采用的创新性财务指标"months to mNAV cover",该指标显示Metaplanet仅需3个月即可实现比特币资产翻倍,其增长速度达到MicroStrategy的3.8倍。



Metaplanet比特币投资战略分析


目前Metaplanet的市场净资产价值(mNAV)已达到3.3倍,若保持当前增长态势,预计将攀升至8.3倍。这一增长潜力意味着其股价可能从当前¥533飙升至¥1,340,展现出惊人的投资价值。



截至最新数据,Metaplanet已累计持有价值5.36亿美元的比特币资产,平均购入价格为86,672美元/枚。公司2025年比特币预期收益率高达136.7%,近期股价已实现11.5%的涨幅,收盘价达¥477。



战略扩张:2.5亿美元债券发行计划


为强化比特币战略布局,Metaplanet正通过其美国子公司Metaplanet Treasury Corp.筹备发行2.5亿美元债券,所筹资金将专项用于增持比特币。这一举措充分彰显了公司对比特币作为战略资产的长期承诺。



对投资者的影响分析:

1. 高增长潜力吸引价值投资者关注

2. 创新的财务指标提供新的估值参考

3. 债券发行可能带来短期流动性压力

4. 比特币价格波动将直接影响公司估值

5. 亚洲市场比特币概念股的新标杆

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