Metaplanet -shares tumble 20%, but Q3 Bitcoin income rises 116%

CEO Gerovich called on the Dot-Kom Wisdom of Bezos: “The shares is not the company,” urges patience as the foundations strengthen.

The shares of Metaplanet have fallen nearly 20% in the past month, although the Japanese company said that Bitcoin (BTC) rose by 116% in the third quarter of 2025 and its participations grew to 30,823 BTC, worth around $ 3.7 billion.

The company listed by Tokyo is now as the world’s fourth largest business Bitcoin holder, but the trust of investors in his shares continues to falter.

Fundamentals reinforce as the stock price weakens

The situation forced CEO Simon Gerovich to go to X on October 2 reassure shareholders. He drew a parallel with the DOT-COM era of Amazon when executive chairman Jeff Bezos investors reminded that “the share is not the company and the company is not the shares.”

Gerovich emphasized that the income income of metaplanet B3 Bitcoin income had risen by 115.7% to ¥ 2.44 billion, which is around $ 16 million, quarterly-on-Kwartaal. In the meantime, the business profit was 88% higher than predictions. The company also reported an almost debt -free balance, with leverage under 1%.

The aggressive purchase strategy has attracted attention all year round. On September 22, Metaplanet bought 5,419 BTC for $ 632.5 million, so that his interests at that time lifted to 25,555 BTC. Since then, further acquisitions have taken stock after 30,000 BTC, which confirms its position for rivals such as Bullish.

However, stock performance remains volatile. On the Friday session in Tokyo the shares closed at 622 Yen, an increase of 7.43% in the day, but far below their annual peak of 1,930 yen. Moreover, the share in September alone has fallen by almost 20% in September, even if the year to date maintains a profit of 70%.

Gerovich noted that the decoupling between balance strength and share performance was frustrating shareholders.

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“It is painful for our team, shareholders and for me personally,” said the CEO. “But just like with Amazon, the basic principles and the stock price often dive – sometimes for months, sometimes longer.”

He also emphasized that the long -term mandate of the company is clear: accumulating Bitcoin and building sales flows around it.

Bitcoin -Volatility and Market Preview

In the meantime, Bitcoin, who saw his prize, have fallen to $ 112,000 at the end of September, stabilized since then, with the assets trading around $ 120,000 at the time of this letter.

Market guards keep an eye on this level to see if it can retain as a basis for a new push to all-time highlights. Some technical analysts say that if the current trend continues, BTC can make a major movement before the end of the year.