Capital Group ($3.3T AUM) disclosed a 10.63% stake (136M shares, ~$203M) in Metaplanet, making it the largest shareholder of Japan's premier Bitcoin treasury company. The firm already holds a position in Strategy, now extending its Bitcoin treasury thesis across two jurisdictions.
Capital Group ($3.3T AUM) disclosed a 10.63% stake (136M shares, ~$203M) in Metaplanet, making it the largest shareholder of Japan's premier Bitcoin treasury company. The firm already holds a position in Strategy, now extending its Bitcoin treasury thesis across two jurisdictions.
Capital Research and Management Company — a key subsidiary of Capital Group, one of the world's largest traditional asset managers with roughly $3.3 trillion in AUM — filed a disclosure with Japanese regulators today revealing it now holds 136,059,120 common shares of Metaplanet Inc. (TSE: 3350), equivalent to 10.63% of voting rights.
The stake was increased from a previously reported 9.32% by adding approximately 17.4 million shares, with the change effective as of July 13, 2026. The position is worth roughly $203 million at current prices.
Metaplanet has aggressively pursued a Bitcoin-first treasury policy since 2024, raising capital through equity offerings and bonds specifically to purchase Bitcoin. The company currently holds 43,000 BTC valued near $2.9 billion at a BTC price of $66,200, making it the third-largest corporate Bitcoin holder globally behind Strategy (843,775 BTC) and Twenty One Capital (43,514 BTC).
What makes this notable is the investor: Capital Group is renowned for its long-term, fundamentals-driven approach through flagship funds like American Funds. This is not a crypto-native firm or a hedge fund making a speculative bet. It is one of the most conservative asset managers in the world choosing to become the largest shareholder of a leveraged Bitcoin holding company.
Capital Group already maintains a notable equity position in Strategy (MSTR). By adding Metaplanet, the firm now holds stakes in Bitcoin treasury companies across two jurisdictions — the United States and Japan.
The timing adds further weight. Metaplanet's stock has been down approximately 87% from its highs amid broader crypto market volatility and repeated equity dilution to fund Bitcoin purchases. Yet Capital Group chose to increase its position during this drawdown, suggesting the manager views current levels as attractive relative to the underlying Bitcoin holdings.
For traditional asset managers whose mandates limit direct crypto exposure, equity stakes in dedicated Bitcoin treasury companies offer a regulated, equity-market gateway. Capital Group's move signals validation of the corporate Bitcoin treasury model as an investable thesis — not just a single coin bet.
Ondo Finance launched Ondo Intelligent Portfolios, a new onchain product category delivering portfolios built on strategies developed by BlackRock for Ondo as single transferable tokens. Three tokens went live today — High Income, Diversified Growth, High Growth — with smart-contract-level rebalancing, available to eligible investors outside the US.
US spot bitcoin ETFs have swung to net inflows of roughly $320M for 2026 (Bloomberg tally; ~$349M per Askthetape) — the first positive year-to-date print since April — after investors added about $4.6B since Aug 19, erasing a $5.69B deficit accumulated by July 13. BlackRock's IBIT captured ~$1.02B over four sessions as Bitcoin rallied ~35% from ~$64,100 to an eight-month high of $87,265.
On Monday, Sept 21, the European Central Bank switched on Pontes, a platform linking distributed-ledger markets to the Eurosystem's TARGET Services so eligible banks and market infra providers can settle tokenized bonds and funds in central-bank money. Christine Lagarde announced the go-live at Friday's Eurogroup, calling it 'a digital euro made available for banks.' It lands three days after the SEC's Innovation Exemption opened onchain trading of tokenized US stocks — the institutional tokenization race is now transatlantic.