Eric Trump clarified Metaplanet as his sole Asian partner, coinciding with the firm's aggressive Bitcoin treasury strategy and expansion into South Korea.

Executive Summary

Eric Trump reaffirmed Metaplanet as his only Asian partner, amidst the company's ambitious drive to accumulate Bitcoin. This announcement occurs as Metaplanet aggressively expands its Bitcoin treasury strategy, mirrored by institutional adoption trends and propelled by regulatory tailwinds.

The Event in Detail

Eric Trump clarified via X that Metaplanet is his exclusive partner in Asia, dispelling speculation arising from a photo with another Asian CEO. This clarification supports Metaplanet's ongoing strategy to establish itself as a major corporate Bitcoin holder. Metaplanet aims to increase its Bitcoin holdings to 210,000 BTC by 2027 through a $3.7B fundraising initiative.

Market Implications

Metaplanet, strategically advised by Eric Trump since March 2025, has been shifting from hospitality to Bitcoin treasury holdings. The company holds 20,000 BTC, valued at $2.06 billion. Metaplanet is expanding its reach by acquiring a controlling stake in South Korean software company SGA, with a $25M investment via a rights offering. This move transforms traditional companies into Bitcoin-linked entities and further uses them as vehicles for Bitcoin exposure in regional capital markets.

Expert Commentary

Eric Trump praised the CEO for the courage and vision demonstrated in embracing the crypto revolution, highlighting how Gerovich has taken on a leadership role in Asia, just like Michael Saylor in the United States.

Eric Trump's involvement, including his attendance at shareholder meetings and conferences, signals the Trump family's commitment to Bitcoin's institutionalization. He has publicly predicted Bitcoin could reach $1 million by the late 2030s, further fueling demand and legitimizing Bitcoin as a long-term asset.

Broader Context

Metaplanet's strategy mirrors MicroStrategy's playbook, leveraging regulatory reforms such as Japan's 2025 Financial Instruments and Exchange Act (FIEA). These reforms reclassified digital assets as financial instruments and introduced tax incentives, enabling firms like Metaplanet to scale their Bitcoin holdings. The Trump administration's deregulation policies also created a favorable environment for U.S. firms to adopt Bitcoin as a hedge against inflation and geopolitical instability.