Remixpoint's Multi-Coin Treasury
While the Metaplanet story is widely understood by now, especially since it is largely a replication of the (Micro-)Strategy "Bitcoin Treasury" model (see "Metaplanet's fiscal year 2024 results", and "Metaplanet announces 2025-2026 Bitcoin Plan"), Remixpoint is only now getting traction in the public's mind. In addition to Bitcoin, Remixpoint also holds Ripple, Ethereum, Doge, and Solana.
Similar to Metaplanet, which originally had (and still has) a struggling hospitality business, Remixpoint traditional businesses focus on Energy, Resilience and Medical.
However, if we believe Remixpoint's forecast for the fiscal year ending in May 2026, then at least 80% of the company's operating profit will be generated by the Financial Investment Business. The cryptocurrency price assumptions underlying this forecast are as follows (note that the earnings release did not state a USD/JPY exchange rate):
While cryptocurrency ETFs are not allowed (yet) in Japan, companies like Metaplanet and Remixpoint, as well as gumi (which holds Bitcoin and stakes it on Babylon), serve as an equity market proxy for those who cannot invest in cryptocurrency directly.
