Metaplanet CEO Highlights ¥2.44B Q3 Bitcoin Revenue

Metaplanet CEO Simon Gerovich has emphasized the company’s strong fundamentals after posting ¥2.44 billion in Bitcoin income revenue for Q3 2025. Despite significant gains in revenue, profit and balance sheet strength. The company stock has fallen sharply. Gerovich drew a parallel with Amazon’s early days. Where strong business performance was not always reflected in share prices.

Strong Q3 Results and Bitcoin Holdings

Metaplanet Q3 performance underlined its growing role in the Bitcoin treasury sector. The company reported ¥2.44 billion in Bitcoin income revenue. This marks a 115.7% increase compared to the previous quarter. Operating profit also beat expectations by 88%. It is reinforcing the company’s solid financial foundation. 

In addition, Metaplanet now holds 30,823 BTC, worth around $3.7 billion at current market value. This position has elevated the company to the fourth largest publicly traded Bitcoin treasury in the world. It surpasses several established players in the industry. Gerovich also highlighted the company balance sheet strength. He is pointing out that leverage is under 1%, making Metaplanet virtually debt-free. This low-risk profile, combined with its growing Bitcoin reserves, supports the company long term vision.

Stock Price vs. Company Fundamentals

Despite these strong results, Metaplanets share price has declined significantly. Metaplanet CEO Gerovich acknowledged the frustration of shareholders and employees. But stressed that stock movements often diverge from underlying fundamentals.

He pointed to Amazon’s history as a useful comparison. After the dot-com bubble burst in the early 2000s. Amazon’s stock collapsed even as the company was expanding and strengthening. Jeff Bezos famously said, “The stock is not the company, and the company is not the stock.”

Gerovich noted that the same applies today for Metaplanet. While the stock has fallen, the company financial performance and Bitcoin strategy are improving steadily. He reminded investors that Bitcoin itself has endured multiple 70–80% drawdowns in its history. While its fundamentals have continued to strengthen over time.

Clear Strategy for the Future

The CEO underlined that Metaplanet’s mandate is simple: execute relentlessly. The focus is on building revenue, accumulating more Bitcoin, and securing long term growth. He stressed that the company remains fully committed to this plan, regardless of short term share price volatility. Metaplanet CEO Gerovich also pointed to upcoming developments. It includes a clear path toward issuing preferred shares. This may create additional opportunities for investors. By combining disciplined financial management with a growing Bitcoin treasury. Metaplanet aims to remain a leader in corporate Bitcoin adoption.

Position in the Global Bitcoin Treasury Race

Metaplanet’s climb to become the fourth largest publicly traded Bitcoin treasury company. It reflects the scale of its ambition. With nearly 31,000 BTC on its balance sheet. The company now stands among the most influential corporate players in the Bitcoin ecosystem. This milestone adds to its growing reputation in global markets and places it in a position to shape corporate Bitcoin strategy in Asia and beyond. Metaplanet CEO Gerovich latest comments make clear that, despite market setbacks. Metaplanet intends to keep strengthening its position.

Outlook

Metaplanet Q3 results show that fundamentals remain robust. With strong revenue growth, expanding Bitcoin holdings and minimal debt. The company is positioning itself for long term resilience. While the share price may lag behind, Metaplanet CEO Gerovich’s message to investors is one of patience and focus. The fundamentals tell a different story from the stock chart. Metaplanet’s journey underscores a familiar lesson in the crypto and tech world short term market moves can mislead. But execution and vision are what ultimately matter.