Bitcoin Treasury Firms Gain as Market Sentiment Improves in Early 2026
Bitcoin treasury companies are seeing renewed investor interest as the cryptocurrency market begins 2026 on a stronger footing. Rising digital asset prices have lifted shares of firms holding large bitcoin reserves, with notable gains across Japanese and U.S.-listed stocks.
Shares of Metaplanet, a Japan-based bitcoin treasury firm, climbed 10.7% by midday Tuesday in local trading, following a 19.17% surge in its U.S.-traded shares the previous session. The rally came amid broader strength in crypto markets and related equities.
The company recently disclosed it acquired 4,279 BTC in the fourth quarter, increasing total holdings to 35,102 bitcoin, valued at approximately $3.29 billion at current prices. The growing balance sheet has positioned Metaplanet as one of the largest corporate bitcoin holders globally.
Other bitcoin treasury stocks also advanced. Strategy rose 4.81%, while Mara Holdings gained 6.86%, reflecting stronger investor appetite for crypto-linked equities.
The equity gains coincided with a rise in major digital assets. Bitcoin traded near $93,835, while Ethereum climbed to $3,222 and XRP jumped above $2.39.
Analysts attribute the rally to early-year portfolio repositioning and renewed interest in risk assets. As bitcoin prices stabilize, treasury-focused firms are increasingly viewed as leveraged exposure to the broader crypto market, reinforcing their appeal during periods of rising digital asset momentum.
Disclaimer
This content is for informational purposes only and does not constitute financial, investment, or legal advice. Cryptocurrency trading involves risk and may result in financial loss.