Metaplanet (3350) Investor presentation summary

Strategic acquisition and integration

• Acquired all shares of Siiibo Securities for ¥2.1 billion, making it a wholly owned subsidiary and renaming it Metaplanet Securities, with expected closing in August 2026.

• Siiibo Securities operates an online private placement bond platform, providing direct access to corporate bonds for individual investors.

• Integration aims to leverage Metaplanet’s services and customer base to expand product offerings and accelerate growth.

• Existing management at Siiibo will remain, with a director dispatched from the parent company and no immediate change in representative authority.

Bitcoin-centric financial ecosystem

• Holds 40,177 BTC as of June 12, 2026, making it the largest BTC holder in Asia and the only non-U.S. company in the global top 10.

• Project NOVA aims to build a Bitcoin-native financial platform, integrating BTC holdings with origination, distribution, and management of BTC financial products.

• Plans to offer BTC-backed yield products, digital credit, security tokens, and stablecoin-powered lending and payments.

• Focus on scaling BTC holdings into a platform for digital native securities, custody, lending, and payments.

Market opportunity and product strategy

• Targets Japan’s ¥1,190 trillion household asset market, currently dominated by low-yield cash and deposits, as capital shifts toward yield-seeking assets.

• Plans to issue BTC-backed perpetual preferred shares and structured BTC yield products, targeting both institutional and retail investors.

• Asset management arm established in the US, with phased rollout in Japan, offering low-volatility BTC exposure.

• Distribution of BTC-backed yield instruments through Metaplanet Securities, with expansion into crypto-asset exchange, custody, and lending under review.