At the Bitcoin 2025 conference in Las Vegas this past May I had the privilege of meeting and chatting with @DylanLeClair_ and @gerovich, the fearless leaders of Metaplanet.
I also met @juriwatanabe_@Sophia_Jp_3350 and other members of the Metaplanet team.
Dylan’s parents as…
Real estate = 5x leverage
US banks = 10x leverage
S&P 500 corporations = 2x leverage
BTC treasury companies = 1.2x leverage
So which asset class is really bid up on cheap debt?
$MTPLF sentiment is at an all time low and I'm beginning to hear what sounds like capitulation. I wont convince you one or another but I'd like to share why I have absolute conviction in this trade. Wall of text warning.
My BTCTC journey started in 2024 with MSTR where I saw…
This is one of the most beautiful graphics you'll ever see of the Metaplanet Power-law Quantile Model.
It helps visualise the relationship between BTC accumulation and stock price for 3350.T 🇯🇵
It suggests that ¥705 is near the absolute rock bottom and that median fair value =…
$MTPLF: Some of you will panic sell Metaplanet at its lows after buying the highs. You’ll lose sleep for weeks. Then just as you’re getting over it, you’ll watch Metaplanet rocket past its previous high - and then you won’t sleep for a few years.
For some of you, that will be…
When I first started buying Metaplanet $MTPLF in early May when the stock was under $4, I did my due diligence and thought that this company was a great place to park my long term cash and possibly 10x my money over the next couple of years.
The reasons why:
1) Metaplanet had…
I’ve been focusing so much on ₿ treasury companies the past year since my ₿ stack has long been established, I sometimes forget how grateful I am for my ₿ position.
I’m over the moon happy that Bitcoin is over $100,000 dollars.
Metaplanet's current trading tape is a clash between shorts exploiting a well-telegraphed share offering and deep-pocketed institutions accumulating a long-duration Bitcoin proxy at a steep mNAV discount.
Retail capitulation is not a bug. It is a feature.
History has shown in…
I wanted to write out some long form thoughts on the Bitcoin Treasury Company (BTCTC) space and why the price action has been so weak in recent months, both in general and specifically as it pertains to my two largest equities positions - Metaplanet (eight figs) and The Smarter…
Capital Group’s AUM is 3,000 billions dollars.
1B is one thousand million dollars.
You think they’re selling $MTPLF for loss?
Or do you think they’re adding to their position?
I think the latter.
Be like Capital Grouo.
Do you think Capital Group, Metaplanet’s largest institutional investor are all sitting around on their private discord being bears?
I don’t. I think they’re thanking the shorts for providing them this discount
Act like a pro.
Don’t act like a rookie.
Honestly, this is going exactly how I thought it would.
If you’re going to invest a metric shit ton of cash into a stock, you’re going to hedge your bets.
I mean, that’s what the big boys do.
It’s literally their fiduciary duty.
Meanwhile, we retail investors aren’t…
Honestly, this is going exactly how I thought it would.
If you’re going to invest a metric shit ton of cash into a stock, you’re going to hedge your bets.
I mean, that’s what the big boys do.
It’s literally their fiduciary duty.
Meanwhile, we retail investors aren’t…
Stocks often do the opposite of what everyone is expecting in the short term.
I’ve been in the game long enough to temper my expectations and not get too excited about potential short term price action.
Build serious conviction and ignore short term price action.
I’m…
🇯🇵 Metaplanet started the year at 1,762 BTC.
Today they reached 20,000 BTC.
486.7% YTD BTC Yield.
$936.74 million YTD BTC $ Gain.
That's why I Metaplanet.
86 Followers 187 Followingこんにちは、ごきげんよう。
こちら、主にメタプラを応援するアカウントとなります。
特に面白い事は言えませんが、一言だけ。
メタプラガッチホおおぉぉあぁあいえぁああ!!
Hello,
This is an account that mainly supports Metapla.
HODL!!
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