Why Corporations Are Betting Big on Bitcoin: Metaplanet’s Gerovich Reveals the Strategic Shift
Forget gold reserves and treasury bonds—the new corporate asset is digital, decentralized, and deflationary. A growing wave of companies is allocating capital to Bitcoin, not as a speculative gamble, but as a core strategic maneuver. Metaplanet's Simon Gerovich pulls back the curtain on the boardroom calculus driving this historic pivot.
The Inflation Hedge That Actually Works
Central banks print; Bitcoin doesn't. That's the foundational thesis. With fiat currencies facing relentless debasement, corporations are seeking a lifeline—a store of value immune to political whims and quantitative easing. Bitcoin's fixed supply of 21 million coins presents a mathematical sanctuary in a world of financial uncertainty. It's a balance sheet antidote to monetary policy gone wild.
Operational Sovereignty and Efficiency
Bitcoin cuts out the middleman. International settlements that once took days through correspondent banks now settle in minutes on a global, permissionless network. This bypasses traditional financial gatekeepers, reduces counterparty risk, and slashes transaction costs. For multinationals, it's not just an investment; it's a logistical upgrade.
A Signal to Shareholders and The Market
Adopting Bitcoin sends a powerful message. It signals forward-thinking leadership, an understanding of technological disruption, and a commitment to protecting shareholder value against systemic risk. It attracts a new class of investor and repositions the company at the intersection of finance and innovation. In an era where perception is currency, a Bitcoin treasury is a bold statement of resilience.
The Regulatory Landscape: Navigating the New Frontier
The path isn't without its hurdles. Accounting standards, volatility management, and custody solutions require meticulous planning. Yet, pioneering firms are building the playbook, proving that with the right framework, the rewards far outweigh the complexities. They're not waiting for permission; they're building the future of corporate finance.
Why listen to the suits in towers when the code in the blockchain offers a clearer path? The great corporate Bitcoin adoption isn't a trend—it's a fundamental reassessment of what constitutes real money. The smart money is moving on-chain, leaving the old guard to debate yield curves in a dying system.
Metaplanet’s Gerovich explains why companies choose Bitcoin
Metaplanet’s CEO, Simon Gerovich, noted earlier today that most management teams do not discuss Bitcoin, and the few teams that do consider it must be willing to be misunderstood by the markets for years while they build their positions.
In January 2026, Metaplanet made its largest bitcoin purchase yet, buying 5,419 BTC for approximately $632.5 million, bringing its total holdings to 25,555 BTC. Metaplanet is now the fifth-largest corporate holder of Bitcoin in the world.
The company is following a new strategy called the “555 Million Plan.” The goal is to accumulate 210,000 BTC by the end of 2027. This would represent 1% of the total Bitcoin supply. Metaplanet has since launched a U.S. subsidiary called Metaplanet Income Corp. that will focus on “Bitcoin income generation,” using financial tools like derivatives to create more value from their holdings.
Meanwhile, Bitmine Immersion Technologies (BMNR) is currently the world’s largest corporate holder of Ethereum, controlling about 3.45% of the token’s total supply. Tom Lee’s ultimate goal, which Bitmine calls the “Alchemy of 5%,” is to own 5% of all Ethereum in circulation.
The company’s Chairman, Thomas Lee, also known for his work at Fundstrat, believes Ethereum will see a major breakout in 2026.
Standard Chartered also recently predicted that Ethereum could reach a price of $7,500 to $12,000 by 2026. If Ethereum reaches $12,000, Bitmine projections suggest its share price could rise significantly to $500.
As Cryptopolitan reported during the week, Bitmine is investing $200 million into Beast Industries, the company founded by the famous YouTuber MrBeast. Bitmine plans to integrate DeFi services into MrBeast’s upcoming financial platforms, targeting those in his audience of over 450 million subscribers who are already comfortable with digital technology.
Strategy, ETFs, and other corporate BTC, ETH reserves in 2026
Strategy (formerly MicroStrategy), the world’s largest corporate Bitcoin holder, has continued with its “HODL” strategy in 2026, and as of January 12, it reported total holdings of 687,410 BTC.
Financial analysts at TD Cowen recently raised their acquisition forecasts for the firm, predicting that Strategy will purchase approximately 155,000 Bitcoins during the 2026 fiscal year.
In mid-January 2026, U.S. Bitcoin spot ETFs saw a single-day inflow of $843.62 million, pushing total net inflows for these funds above $58 billion. Ethereum ETFs also raked in $175 million in a single day this month. Massive inflows of cash into the market have helped stabilize it, with Bitcoin trading NEAR $95,000 and Ethereum at $3,367 as of January 17.
Bitmine revealed that it plans to generate between $402 million and $433 million in annual pre-tax income through “staking” its Ethereum. The process will be done through the “Made in America Validator Network” (MAVAN), set to be launched in the first quarter of 2026.
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