Japanese Bitcoin Treasury Firms Keep Beating BTC. Tax Policy Makes Outperforming U.S. Peers the Easy Part

Bitcoin has shown renewed strength as inflows to spot Bitcoin ETFs have resumed, although analysts question whether the price can reach the $105,000 mark. Recent data indicates a fluctuating market, with Bitcoin's price briefly hitting $90,000 before facing challenges in sustaining this rally.

Bitcoin exchange-traded funds (ETFs) have experienced significant fluctuations in early 2026, with traditional funds attracting $46 billion, while crypto funds lag behind amid a downturn in investor sentiment.

MetaPlanet is nearing a pivotal moment as its shares approach the 637 yen threshold, which would reactivate the company's moving strike warrants and enable significant capital for new bitcoin acquisitions. This development signals a potential resurgence in MetaPlanet's investment strategy in the cryptocurrency market.

U.S. bitcoin buyers are currently driving a price rally, reversing a trend observed in late 2025 where the cryptocurrency faced significant declines. This resurgence is linked to the strength of U.S. equities, particularly influenced by the investment strategies of major players like Strategy.

Bitcoin's price has reclaimed the $95,000 mark, buoyed by strong demand for spot exchange-traded funds (ETFs) and a decrease in futures selling pressure, which has helped stabilize market sentiment after a period of volatility. As of the latest update, Bitcoin was trading at approximately $95,033, reflecting a 3.2% increase.