6 crypto asset-related stocks that will raise the “pillar of fire”! Bitcoin surpassed 0.1 million dollars for the first time, and valuation gains are expected to expand

Crypto assets (virtual currency)BitcoinOn the morning of the 5th, for the first time0.1 million dollars (about 15 million yen)Domestic related stocks skyrocketed in the Tokyo stock market on the same day in response to breaking through the big market. President-elect Trump makes crypto assets the chairman of the U.S. Securities and Exchange Commission (SEC)Facing deregulationThe nomination of Paul Atkins became material, and funds flowed in to both crypto assets and related stocks. Bitcoin is the beginning of the year2 times moreThe price has risen, but in domestic-related stocksOver 15 timesThere are also brands that have become. rice $MicroStrategy (MSTR.US)$Like, as a means of fighting inflation and currency depreciationIncorporate Bitcoin into a company's financial strategyCompanies are attracting attention,Expectations for an increase in valuation gains on cryptoassets heldwill spread. However, since these stocks often have intense price movements, beginners need to be careful.

◆ $Metaplanet (3350.JP)$
Stock prices year to dateOver 15 timesIt became. We operate 1 hotel in Gotanda, Tokyo, and have appointed Bitcoin-related human resources as outside directors, and every month since April this yearAre you buying bitcoins. The valuation gain of bitcoins held as of 11/13 is 4.2 billion 40 million yen. 1.7 billion 50 million yen on the 19th of the same monthBuy more bitcoinsI did it.Shareholder benefitsFor individuals or corporations that have newly established and opened a new account within a specified period on the domestic crypto asset exchange “SBI VC Trade”A total of 30 million yen worth of bitcoins will be distributed by lotteryI'll do it. On November 28, the largest share acquisition rights were issued in order to further purchase bitcoinsRaised funds of approximately 9.5 billion yenPlans to do it have been announced. Also, an ETF that invests in blockchain-related stocks managed by US Amplify ETFs” $Amplify Transformational Data Sharing ETF (BLOK.US)$It was also adopted by”. The consolidated earnings forecast for the fiscal year ending 24/12 is “currently under scrutiny” and has not been disclosed. Since operating losses and ordinary losses have been recorded continuouslyDisputable notesYes.

◆ $Ceres (3696.JP)$
The pillar is the point site “Moppy” and affiliate management.Operation of the crypto asset sales office “Coin Trade”They are also involved in blockchain businesses, etc. To shareholders holding 100 shares or moreShareholder benefits to give the equivalent of 0.01 million yen in virtual currencyThe newly established resolution has also been well received. Consolidated sales for the fiscal year ended 12/24 compared to the previous fiscal year12.2% increase to 27 billion yenWhat is net profit1.2 billion yen, up 166%I anticipate it. On the 5th, 2944 yen, which is a 52-week high (the highest stock price traded in the past year), was added.

◆ $Remixpoint (3825.JP)$: Electricity retail. In 23/3, all shares held in the domestic crypto asset exchange Bitpoint were transferred to the SBI Group, and currently Bitpoint Japan is an affiliated company. It was announced on December 3The valuation gain of held crypto assets (Bitcoin, Ethereum, Solana, Avalanche, Dogecoin, Ripple) is 0.79 billion yenIt became. Consolidated sales for the fiscal year ending 25/3 are expected to be 24.2 billion yen, up 18.1% from the previous fiscal year, and net profit is expected to decrease 36% to 0.6 billion yen. A 52-week high of 440 yen was added on the 5th.

◆ $FISCO (3807.JP)$
Financial and economic information is a pillar. The crypto asset and blockchain business for the 3Q fiscal year ended 24/12 was in the red (deficit shrank compared to the same period last year). The overall deficit is also in the red. What is the quarterly reportIn the fiscal year ended 25/12Crypto asset valuation losses disappeared and became slightlyTurned into surplusI anticipate that. Single sales for the fiscal year ended 24/12 were 0.8 billion yen, down 10.7% from the previous fiscal year, and net profit and loss were in deficit of 0.5 billion yen.

◆ $GMO Financial Holdings (7177.JP)$
GMO Internet Group's financial holding company. GMO Click Securities is under its umbrella,GMO coinsThere is. Crypto assets and CFDs are doing well. The number of GMO coin accounts increased, and deposit balances increased 84.6% compared to the same period last year (as of Q3 for the fiscal year ended 24/12). FX sales declined. Consolidated financial results for the fiscal year ended 24/12 were not disclosed as “difficult to make predictions.”

◆ $Monex Group (8698.JP)$
Internet securities. Domestic securities were sold to NTT DOCOMO in January '24. US securities are operating and fee income is strong in a high interest rate environment. Japan's largest exchange “Coincheck” is one of the subsidiaries.Coincheck is also scheduled to be listed on the US NASDAQ market on December 11. It also handles “Monex Bitcoin,” which is a crypto asset CFD. The consolidated earnings forecast for the fiscal year ending 25/3 is not disclosed as “difficult to forecast.” On the 5th, a 52-week high of 1221 yen was added.

What is PBR divided by 1 times?
$SBI Holdings (8473.JP)$The PBR is 0.98 times, and it is divided by 1 times at the last minute. Meanwhile, $Metaplanet (3350.JP)$It is 43 times tallest.

What are related stocks with a total market capitalization of 100 billion yen or more?
◆ $Rakuten Group (4755.JP)$: Cryptocurrency Exchanges”Rakuten wallet” Operation. Offers spot trading and margin trading.
◆ $SBI Holdings (8473.JP)$ : Exchanges”SBI VC TradeOperates”.

The gain/fall rate of major related stocks on December 5
Related stocks not listed above: $Gumi (3903.JP)$, $mixi (2121.JP)$, $Kushim (2345.JP)$, $Unbanked (8746.JP)$