2026-01-04 23:20:56

Bitcoin just dipped below $91,000, with less than a 1% increase over 24 hours. On the surface, it appears to be a short-term correction, but beneath the surface, several undercurrents are changing the entire market landscape.

The recent actions of Japanese listed company Metaplanet are worth noting — they quietly accumulated 35,102 Bitcoins, becoming the fourth-largest Bitcoin holder in the world. The logic behind this is quite compelling: the yen's depreciation has become a "soft target," with Japanese government debt accounting for 250% of GDP, but this has actually created an opportunity for Metaplanet. By financing the purchase of Bitcoin with depreciated yen, their costs are almost negligible. The data speaks volumes — Bitcoin has increased 11 times against the US dollar, but surged 17 times against the yen. This move has truly made them a fortune.

Even more worth pondering is the overall trend. The top 100 global listed companies now hold over 1,090,000 Bitcoins. In the past week alone, five companies, including Metaplanet, have continued to add to their holdings, and even MicroStrategy's leadership hinted that new purchase data will be announced next week. Institutional buying enthusiasm is simply unstoppable.

Meanwhile, another change is brewing. AI is reshaping the cost structure of startups. A well-known development platform CEO tested it — using AI for programming, a project at the seed stage can be delivered in a week, drastically reducing costs. According to this trend, by 2026, founders might only need $100,000 to validate a product concept — the barriers to entry for startups will collapse dramatically. By then, the competition will no longer be about code quality, but about storytelling and traffic distribution capabilities.

On one side, global giants are疯狂ly accumulating digital assets; on the other, AI is rewriting the startup playbook. Under the collision of these two forces, the market is演出 a show that no one can fully predict. Do you think Bitcoin will continue to adjust or surge to new highs? Will the AI startup boom completely rewrite this industry?

BTC-0,53%

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JustHodlIt

· 01-05 17:56

Metaplanet's move is truly brilliant, using devalued Japanese Yen to buy BTC at bargain prices—how clever must that be? With institutions accumulating so aggressively, retail investors are still hesitating about entering the market. The gap is not just a little. If the AI startup cost collapse really happens, it might be an even bigger opportunity than the crypto world? The 91,000 level feels like just a breather; the giants are still quietly adding positions. Japan's move of holding government bonds worth 250% of GDP is something only Japan can pull off. I am completely convinced by the logic of exchanging devalued currency for BTC. The whole market boils down to two words: accumulation and innovation. Everything else is just a backdrop. Metaplanet's arbitrage play on the Japanese Yen is truly a mindset of financial freedom.

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GasFeeCrybaby

· 01-04 23:51

The Japanese move this time is really brilliant, taking advantage of the devalued yen to get Bitcoin for free haha Institutions are all bottom-fishing, retail investors are still hesitating whether to sell the top, hilarious Can the cost of AI startups be even lower? Then the whole internet will be full of founders... The 91,000 level feels like a good opportunity to get on board MicroStrategy is about to officially announce another increase in holdings next week, this pace just keeps going 109 million Bitcoins are in the hands of giants, our small amount of funds is really just a drop in the bucket

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MoonMathMagic

· 01-04 23:40

Japan's Nawa operation is truly impressive, using devalued paper currency to buy Bitcoin—this is what it means to understand finance. Institutions are aggressively accumulating chips, while retail investors are still hesitating whether to buy the dip at 91,000. Once AI startups really take off, it will probably come down to who can tell the best story.

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FloorPriceWatcher

· 01-04 23:23

Japan's Nami operation is indeed amazing, using the depreciated yen as a printing machine Institutions are so aggressively buying the dip, retail investors should be cautious AI costs are collapsing, the startup world is about to get chaotic $91,000 just to try to fool me? Let's wait and see Metaplanet has won big, what about us Everyone is hoarding coins, so I can't stay idle either Costs are dropping straight down, but can we really launch good projects The top 100 global companies are all moving, this signal is too strong The startup threshold is 100,000 yuan? Dream on Two forces collide, neither has the confidence to say they've definitely won

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Rugman_Walking

· 01-04 23:22

Metaplanet's move is indeed brilliant, using the devalued Japanese Yen to buy BTC and scoop up profits. Institutions are so aggressively increasing their positions, while retail investors are still hesitating over whether to adjust their strategies... It's really pointless. Is the cost of AI startups collapsing? Then it won't be easy to succeed in the future. Without a story or traffic, you're nothing. Did the price drop below 91,000? I actually think the bottom signal is more obvious now. Keep accumulating. Metaplanet has gone to sleep, with the Japanese Yen soaring 17 times. This is the real financial breakthrough. 109 million BTC are in the hands of institutions, and we're still asking if the price will go up. That's a huge difference in IQ. Getting seed round projects done in a week with AI? Then startups are really turning into a game of storytelling and luck. The era of purely technical value is over. Institutions can't stop buying in, which shows they already have a plan in mind. Just keep stacking.

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