ページ

adtop

2026年2月2日月曜日

Will Bitcoin company be bankrupt? STRATEGY INC twenty one capital

 Will Bitcoin company be bankrupt?


Companies holding Bitcoin, how much they hold and their stock price movements over the past six months

and stock prices on Monday, February 2, 2026 Possibility of bankruptcy


Metaplanet Inc

Due to the time difference, Japanese stocks make it easier to make Bitcoin predictions early on. Looking at the stock price of Metaplanet Inc., which holds the fourth-largest Bitcoin holdings in the world with 35,102 BTC as of Monday morning in Japan, it has fallen significantly from a maximum of 1,740 yen to a current price of 430 yen over the past six months. The average Bitcoin purchase price of 15.95 million yen is also higher than other companies, and significantly higher than the current Bitcoin price of 11.7 million yen.


The slump in stock prices and Bitcoin could cause business to deteriorate and lead to bankruptcy, although not immediately.



Strategy Inc

One of the world's largest Bitcoin (BTC) holders, with 712,647 BTC, is facing a slump in its stock price. The average Bitcoin purchase price of $76,519. The current price of $75,186.03, leaving the company in a state of loss. If the current situation continues, profits will deteriorate, purchases will stagnate, and the company may go bankrupt.


MARA Holdings, Inc. 

A major mining company with the second largest Bitcoin holdings in the world as a public company

The company operates its own mining facilities both in the U.S. and overseas. Unless the price of Bitcoin falls to a significantly low level, such as 5 million yen, the company's business situation is unlikely to worsen.


Twenty One Capital Inc (XXI)

A financial services company promoting corporate financial strategies based on Bitcoin

The average purchase price of Bitcoin is also higher than Bitcoin is currently, and stock prices are also sluggish.


Summary


Many companies are buying Bitcoin at prices higher than the purchase price. Also, the slump in stock prices makes it difficult to convert stocks into cash and buy more virtual currency. If this situation continues, it is not surprising that some companies will go bankrupt.


Cryptocurrency is now backed by many Americans.


By the end of 2026,$1.5 trillion in U.S. commercial real estate (CRE) loans are maturing and facing refinancing challenges.The combination of rising interest rates and falling property values ​​(particularly office properties) has raised concerns about a "maturity wall" where many borrowers will struggle to refinance.

The main points regarding this issue are:

  • Size and maturity: Over $1.5 trillion in CRE debt will mature by the end of 2026.

  • Biggest concern: Office properties in particular have seen their value decline (down more than 30% from their peak), posing the greatest risk of refinancing.

  • Market ripple effects: Approximately $626 billion worth of “problem loans” could be at risk by the end of 2025.

    • Impact: There are concerns that the re-setting of interest rates will increase repayment burdens, which could have a knock-on effect on bank portfolios, property prices, and even the housing market.


Bitcoin Price February 2, 2026


Bitcoin Price 2026  Feb 02 USD



As Japan's first listed "Bitcoin Treasury Company," it is a company that holds and manages Bitcoin (BTC) as a primary financial reserve asset. It boasts the fourth largest number of Bitcoin holders in the world. Norwegian government-affiliated fund NBIM (Norway's central bank) and other lenders Norges Bank Investment Management: The fund


Company

BTC Holdings

Average Bitcoin Purchase Price

Country

Metaplanet Inc. 

35,102 BTC

102,207 US Dollers

Japan

Metaplanet

Purchase Started 2024 April 

Average purchase price: 15.95 million yen





Stock Price 

Japan time 2026 Feb 02 on Monday 9:30 AM 434 Yen (2.80 US) Tokyo Stock


on


Strategy Inc. (formerly MicroStrategy) is a treasury and business intelligence (BI) company founded by Michael Saylor and one of the world's largest Bitcoin (BTC) holders. As of 2026, the company held hundreds of thousands of BTC, and its stock price was strongly linked to fluctuations in Bitcoin prices and holding premiums.


Company

BTC Holdings

Average Bitcoin  Purchase Price

Country

Strategy inc 

712,647 BTC

$91,519 US Dollars Per BTC

US

Formerly known as MicroStrategy

Purchase started 

2020 Ocrotber

Average purchase price: 14 million to 14.2 million yen





Nasdaq MSTR 2026 Jan 30th 149.71USD





It is a major mining company with the second largest Bitcoin holdings in the world as a public company. As of September 2025, its holdings are valued at over $6 billion, and it operates its own mining facilities both in the United States and overseas.



Company

BTC Holdings

Average Bitcoin Purchase Price

Counry

MARA Holdings, Inc. 

53,250 BTC BTC

102,207 US Dollars Per BTC

US

Mara Holdings


No purchase required as it is mining






NASDAQ Nasdaq 2026 Jan 30th 9.50 USD





Twenty One Capital Inc (XXI) is a financial services company that promotes corporate financial strategies centered on Bitcoin. It actively holds and accumulates Bitcoin, provides investors with Bitcoin investment opportunities through the market, and provides Bitcoin-related education and financial services.

DAT aims to accumulate Bitcoin efficiently with investments from SoftBank and others


Company

BTC Holdings

Average Bitcoin Purchase Price

Counry

Twenty One Capital Inc 

43,514 BTC 

$87,280 per BTC

US

Twentyone Capital


Average purchase price: 13,530,712.92 yen


NYSE 2026 Jan 30th 7.60 USD




Bitcoin Standard Treasury Company, led by cryptography pioneer Adam Back, is a company that holds and manages Bitcoin as its primary treasury asset. It will become a public company through a SPAC merger in 2025 and is actively accumulating with the goal of holding more than 30,000 BTC.



Company

BTC Holdings

Average Bitcoin Purchase Price

Counry

Bitcoin Standard Treasury Company

30,021 BTC

$76,037 per BTC

US

Bitcoin Standard Treasury Company


Average purchase price: 11,788,814.50 yen




Bullish

A global digital asset platform for institutional investors, focusing on providing market infrastructure and information services.


Bullish is a cryptocurrency exchange and blockchain technology company headquartered


Company

BTC Holdings

Average Bitcoin Purchase Price

Counry

Bullish

24,300 BTC

N/A

US

Blish





Bitcoin は破綻するのか。 メタプラネット - ビットコイン財務企業 上場廃止

 Bitcoin を保持している会社、その枚数と過去6ヶ月間の株式推移 

と2026年2月2日月曜日の株価 破産の可能性


Metaplanet Inc

日本の株式は時差の関係でいち早くビットコインの予測を立てやすくなっております。 日本での月曜朝に世界4位のビットコイン保有数を誇る 35,102 BTC Metaplanet Incの株価を見ると、ここ6ヶ月で最大1740円から現在430円と大幅に下がっております。 ビットコインの平均購入価格1,595万円 も他の企業よりも高く、現在のビットコインの値段1170万円を大幅に上回っています。


株価とビットコインの低迷により事業が悪化して破産の可能性がすぐにではないですが、ありうるでしょう。



Strategy Inc

世界最大級のビットコイン(BTC)保有企業 712,647 BTC 株価は低迷、 ビットコインの平均購入価格$91,519 も現在の価格$75186.03よりも高く、損失をかかえている状況です。現状のままですと収益が悪化して、購入も停滞し、破綻を迎える可能性があります。


MARA Holdings, Inc. 

公開企業として世界第2位のビットコイン保有量を持つ大手マイニング企業

自社マイニング施設を米国国内外で運営。ビットコイン価格が500万円など、かなり低価格にならない限り、経営の状況が悪化することはないでしょう。


Twenty One Capital Inc (XXI)

ビットコインを基軸とした企業財務戦略を推進する金融サービス会社

ビットコインの平均購入価格も現在のビットコインよりも高く、株の価格も低迷。


総括


多くの企業がビットコインの購入価格よりも高い値段で購入しています。また、株価の低迷により株を現金にして仮想通貨の買い増しが難しい状況になっています。この状態が続くと破綻する企業が出てきてもおかしくありません。


仮想通貨は現在、多くのアメリカ人により支えられています。


2026年末までに、1.5兆ドル(約200兆円超)規模の米商業用不動産(CRE)ローンが満期を迎え、借り換えの危機に瀕している。金利上昇と不動産価値の下落(特にオフィス物件)が重なり、多くの借り手がリファイナンスに苦戦する「満期の壁」が懸念されている。 

この問題に関する主なポイントは以下の通りです。

  • 規模と期限: 2026年末までに総額1.5兆ドルを超えるCRE債権が満期を迎える。

  • 最大の懸念点: 特にオフィス物件の価値が低下(ピーク時より約30%以上減少)しており、最も借り換えリスクが高い。

  • 市場の波及効果: 2025年末までに約6,260億ドル相当の「問題債権」がリスクに晒される可能性がある。

    • 影響: 金利の再設定により返済負担が増加し、銀行のポートフォリオや不動産価格、さらには住宅市場にまで波及する可能性が懸念されている


Bitcoin価格 2026 2月2日


Bitcoin Price 2026  Feb 02 USD



日本初の上場「ビットコイン・トレジャリー・カンパニー」として、ビットコイン(BTC)を主要な財務準備資産として保有・運用する企業です。 世界4位のビットコイン保有数を誇ります。ノルウェーの政府系ファンド NBIMノルウェー中央銀行なども融資 Norges Bank Investment Management: The fund


Company

BTC Holdings

Average Bitcoin Purchase Price

Country

Metaplanet Inc. 

35,102 BTC

102,207 US Dollers

Japan

メタプラネット

Purchase Started 2024 April 

平均購入価格 1,595万円  









Stock Price 

Japan time 2026 Feb 02 on Monday 9:30 AM 434 Yen (2.80 US) Tokyo Stock


on


ストラテジー(Strategy Inc、旧MicroStrategy)は、マイケル・セイラー氏が創業した、世界最大級のビットコイン(BTC)保有企業(トレジャリー)兼ビジネスインテリジェンス(BI)企業。2026年時点で数十万BTCを保有し、株価はビットコイン価格の変動や保有プレミアムに強く連動


Company

BTC Holdings

Average Bitcoin  Purchase Price

Country

Strategy inc 

712,647 BTC

$91,519 US Dollers Per BTC

US

旧称マイクロストラテジー

Purchase started 

2020 Ocrotber

平均購入価格 1,400万円〜1,420万円 





Nasdaq MSTR  2026 Jan 30th 149.71USD





公開企業として世界第2位のビットコイン保有量を持つ大手マイニング企業です。2025年9月時点でその保有価値は60億ドルを超えており、自社マイニング施設を米国国内外で運営



Company

BTC Holdings

Average Bitcoin Purchase Price

Counry

MARA Holdings, Inc. 

53,250 BTC BTC

102,207 US Dollers Per BTC

US

マラホールディングス


マイニングなので購入なし






NASDAQ Nasdaq 2026 Jan 30th 9.50 USD





Twenty One Capital Inc (XXI)は、ビットコインを基軸とした企業財務戦略を推進する金融サービス会社です。ビットコインの積極的な保有・蓄積を行うとともに、市場を通じてビットコインへの投資機会を株主に提供し、ビットコイン関連の教育や金融サービスを提供

ソフトバンク等の出資で、高効率なビットコイン蓄積を目指すDAT


Company

BTC Holdings

Average Bitcoin Purchase Price

Counry

Twenty One Capital Inc 

43,514 BTC 

$87,280 per BTC

US

トゥエンティワン・キャピタル


平均購入価格 13,530,712.92 円


NYSE 2026 Jan 30th 7.60 USD




Bitcoin Standard Treasury Companyは、暗号技術の先駆者であるアダム・バック氏が率いる、ビットコインを主要な財務資産として保有・管理する企業です。2025年にSPAC合併を通じて公開企業となり、3万BTC以上の保有を目指して積極的に蓄積



Company

BTC Holdings

Average Bitcoin Purchase Price

Counry

Bitcoin Standard Treasury Company

30,021 BTC

$76,037 per BTC

US

ビットコイン・スタンダード・トレジャリー・カンパニー


平均購入価格 11,788,814.50 円




Bullish

市場インフラと情報サービスの提供に注力し、機関投資家向けのグローバルデジタル資産プラットフォーム 


Bullish is a cryptocurrency exchange and blockchain technology company headquartered


Company

BTC Holdings

Average Bitcoin Purchase Price

Counry

Bullish

24,300 BTC

N/A

US

ブリッシュ