Nakamoto Offloads 284 Bitcoin, Trims Metaplanet Holding

TLDR

• Nakamoto sold 284 Bitcoin in March for about $20 million at an average price near $70,400 per coin.
• The sale price reflected nearly a 20% discount compared to its year-end 2025 Bitcoin valuation.
• The company’s total Bitcoin holdings declined to about 5,058 BTC after the March transaction.
• Nakamoto sold five million Metaplanet shares for about $11.1 million at a loss.
• The firm had originally purchased eight million Metaplanet shares at $3.75 each for about $30 million.

Nakamoto sold $20 million worth of Bitcoin in March and reduced its Metaplanet stake during the first quarter. The company confirmed the transactions in a recent regulatory filing and outlined its current holdings. It also reported lower share prices and outlined plans to wind down healthcare operations.

Nakamoto, Bitcoin Holdings Decline after $20 Million Sale

Nakamoto sold 284 Bitcoin in March for about $20 million, with an average price of about $70,400 per coin. The company had valued its Bitcoin at $87,519 per coin at the end of 2025, implying a near-20 % discount on the sale. At year-end, it held 1,625 BTC worth $142.2 million, based on that valuation.

Following the transaction, Nakamoto reported total holdings of about 5,058 BTC, down from 5,342 BTC at the end of 2025.

Nakamoto chairs David Bailey, and he oversees the firm’s strategy as it integrates BTC Inc and UTXO Management.

The company also recorded a $166.2 million loss in 2025 due to changes in the fair value of its crypto assets. Bitcoin price traded below Nakamoto’s average purchase price during that period, and the firm reported a net loss of $52.2 million for the year.

Metaplanet Exit Adds to Quarterly Pressure

Nakamoto reduced its exposure to Metaplanet during the first quarter and sold five million shares for about $11.1 million. The company had acquired eight million shares at $3.75 each, and it invested about $30 million in total. The sale price of about $2.22 per share reflected a loss on the disposed shares.

By the end of 2025, Nakamoto had already marked down the Metaplanet investment. It reported an unrealized loss of $9.29 million, including foreign exchange effects, and it reduced the carrying value to $20.7 million.

Bailey said the company will wind down its legacy healthcare operations and focus on recent acquisitions. He stated that Nakamoto will concentrate on integrating BTC Inc and UTXO Management into its core structure.

Nakamoto’s shares have declined sharply in recent months, and they have fallen 40% year-to-date. The stock has also dropped 80% over the past six months, according to Yahoo! Finance data. Shares traded around $0.21 at the time of writing, well below their mid-2025 peak above $30.

In December 2025, when the company still operated as KindlyMD, Nasdaq issued a notice over its share price. The exchange cited a failure to meet the $1 minimum bid price for 30 consecutive business days. Nasdaq granted six months to regain compliance or face possible delisting.

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