U.S. Capital Group Seizes Largest Stake in Bitcoin Treasury Firm Metaplanet

Wall Street heavyweight makes bold crypto move as traditional finance warms to Bitcoin.

Strategic Positioning

U.S. Capital Group just grabbed the biggest piece of Metaplanet—the Bitcoin treasury firm that's been making waves in corporate finance circles. This isn't just a dip-the-toe investment; it's a full-scale strategic positioning move that signals institutional confidence in Bitcoin's role as a treasury asset.

Market Implications

The acquisition shakes up the crypto landscape, proving that serious money sees long-term value in Bitcoin-focused companies. Metaplanet's approach—treating Bitcoin as a core reserve asset—clearly resonates with institutional players tired of traditional treasury returns that barely beat inflation.

Finance Industry Reaction

While Wall Street analysts scramble to update their models, the move exposes how traditional finance still underestimates Bitcoin's structural advantages. Another case of institutions playing catch-up while pretending they've been ahead all along—classic finance theater.

Capital Group deepens Bitcoin bid with Metaplanet

Over the last several years, Capital Group has steadily expanded its exposure to Bitcoin and related assets, with its largest related investment being a stake in Strategy, the largest public holder of BTC. In 2021, the firm acquired a 12.3% stake in Strategy for more than $500 million. That position, now at 7.89%  is now valued at approximately $6.2 billion following a multi-year bull run in MicroStrategy’s stock.

The U.S.-based investment firm recognized for its conservative approach to asset allocation has a 94-year history and more than $2.3 trillion in assets under management. 

Capital Group does not currently hold bitcoin directly on its own balance sheet, nor does it offer its own BTC exchange-traded fund. Instead, its strategy centers on leveraging its equity stakes in companies with large corporate treasuries in BTC as a means to participate in bitcoin’s adoption as an institutional asset class.

Bitcoin is trading near $111,000 at press time, down 4.5% on the week as the broader crypto market struggles to maintain momentum.