Japan Market Soars, Yet Crypto Ad Firm Plunges: What Happened?
Japan's financial markets hit new highs while crypto advertising giant tumbles—here's the brutal truth behind the divergence.
The Regulatory Hammer Drops
Japan's Financial Services Agency just tightened crypto promotion rules—no more vague promises of moon shots or Lamborghinis. Advertising firms now face brutal compliance costs and disclosure requirements that gut their profit margins.
Market Euphoria vs. Crypto Reality
Traditional sectors surge on weak yen exports and tourism boom. Meanwhile, crypto ads get slapped with 'high-risk' warnings that scare off retail investors. One sector rides the wave—the other drowns in red tape.
Investor Exodus
Institutional money flees crypto marketing plays as compliance overhead skyrockets. Retail traders pivot to regulated assets—because nothing says 'safe investment' like government-approved volatility.
Welcome to finance—where the rules change faster than crypto Twitter trends.
Digital Asset Recovery Subsidiary Planned for December
Tokyo-based Ureru Net Ad Group (TSE:9235) will launch Bitcoin Savior Co. in December 2025. Operations are expected to start the same month. The subsidiary will specialize in digital asset recovery, helping individuals and companies regain access to lost or inaccessible cryptocurrency wallets and other blockchain-based holdings.
The company said this will mark the first time a publicly listed firm in Japan offers recovery and safeguarding services for Bitcoin and other digital assets.
Bitcoin Savior is scheduled to offer 24/7 online support and plans to charge fees only if recovery is successful, taking a 40% commission in such cases. The service is expected to handle cases involving lost passwords or private keys, business-related digital asset recovery, and the transfer of digital assets for inheritance or corporate succession.
According to Ureru Net Ad, an estimated 3.7 million Bitcoins remain inaccessible worldwide due to lost keys or passwords. The company intends to respond to the increasing demand for digital asset recovery services. As the market develops, it may introduce multilingual support, AI-based tools, and overseas operations.
Nikkei Surges Above 45,000 Amid Tech Rally
The broader Tokyo market rallied on September 16, supported by strong overnight performance in US technology stocks. Buying in AI and semiconductor shares pushed the Nikkei 225 briefly above 45,000 for the first time. The index closed at 44,902.27, up 134.15 points, or 0.30%.
Ureru Net Ad’s shares initially rose after the subsidiary announcement. They ended the session at 1,229 yen, down 156 (-11.7%) from the previous close. Analysts noted that investors focused on technology themes like AI and semiconductors. In this context, Ureru Net Ad’s crypto venture lacked immediate catalysts. This prompted profit-taking and a reassessment of near-term earnings potential.
In contrast to Ureru Net Ad’s sharp drop after announcing a new Bitcoin-focused venture, other Japan-listed crypto stocks showed modest gains. Exchange operator Ceres (3696) ROSE 4.84%, while Metaplanet (3350), which holds Bitcoin, gained 1.69%. Due to company-specific developments, Eole (2334) advanced 16.10%, and SBI Holdings (8473) added 1.30%. Analysts noted that although interest in digital assets is increasing, crypto-linked stocks in Japan have not yet attracted the broad-based buying seen in technology sectors.
