Climb That Ladder
@ActuallyClimber
Metaplanet. http://discord.gg/metaplanetdojo
Metaplanet Dojo - Ep3 - Amplify x.com/i/broadcasts/1…
Happy MSW Price Adjustment Day! This is the most interesting exercise price adjustment yet because: 1. We are sitting right at 3x mNAV, the stated bottom of Metaplanet’s accretive dilution window; and 2. Exercise price is now below 1341, triggering the 10% monthly limit, capping…
🔥METAPLANET IS GOING TO THE MOON🔥 Metaplanet “investors” sobbing like they bought a scented candle ETF. Do you hear yourself? Where is your CONVICTION? Don't you realize that Bitcoin is INEVITABLE? Meanwhile the market says: Crocs (CROX): $6.08B market cap $4.1B 2024…
Metaplanet tracking Day 14 (Wednesday 7/23): $MTPLF ranked as the 198th largest Japanese company by market cap ($5.75B) Jumped 4 companies today, just ahead of cup of noodles 17th largest publicly traded equity by volume on the TSE
What should we discuss in Tranche 4 of Metaplanet Dojo Podcast?
Some takeaways from Simon's latest podcast: - They are currently using cash-secured puts. On the question of why not use btc as collateral, they want to keep the balance sheet unencumbered as that's important for preferreds and also becomes important during market downturns. -…
$MTPLF stock index inclusion path Pt.2 Did some more research on TSE, actually I missed one more likely inclusion this year: Aug 2025: FTSE (explained in the quoted link) Nov 2025: TSE Standard Top20 Index currently 3350 is inside TSE Standard Index but not the Top20 index. As…
$MTPLF stock index inclusion path (inspired by @gerovich post x.com/gerovich/statu…) Did some research with Grok, and the likely path for $MTPLF to become main stream in Japan is: FTSE Japan Index: high possibility (review Aug 23, next month!), inflow ~$72M (1% current market…
こちらは昨日撮影された、リノベーション前の「ザ・ビットコイン・ホテル」の様子です。この冬、変貌を遂げたホテルを皆さんにお披露目できるのが楽しみです！
Future Bitcoin Hotel tour:
mNAVは4月と同じ 株価は3倍 教訓は何ですか？ _______________________________________ mNAV the same as it was in April Share price is 3x higher What’s the lesson? 3350.T / $MTPLF
buying more tomorrow morning too, didn't all fill today. and if it falls i'm gonna buy another tranche. mispriced level.
sames: i have more shares of 3350 / DN3.F than ever before. it's curious how bad the market is at understanding mNAV driven trading. well ours to profit!
Holding through the pain makes a high conviction victory that much more rewarding.
Metaplanet just broke below 1,200 yen… again📉😇 Even though I got in at 60 yen, watching it drop like this still hits different💸🌀 HODLing isn’t about numbers — it’s about surviving the mental game🔥🧘♂️ Still holding. Still standing.
Almost one year ago, I shared the post below. At the time, we held just 246 BTC and the stock had dropped 70% in six trading days, from ¥300 to ¥89. Today, we hold 66 times more Bitcoin. Internally, we are smarter, stronger, and more efficient than ever. We are still here,…
We are committed to building Metaplanet for the long term—after all, Rome wasn't built in a day. Our goal is to become Asia’s leading Bitcoin company. We are focused on owning as much Bitcoin as possible over time, and through exciting initiatives like Bitcoin Magazine Japan, we…
$MTPLF MSW program functioning as intended. No selling into weakness. mNAV compressing. Weak hands rotating to strong hands. We've been here before.
Voluntary Disclosure Notice: No stock acquisition rights were exercised from Tuesday to Friday last week; exercise status remains unchanged since the previous disclosure. contents.xj-storage.jp/xcontents/3350…
Added more @Metaplanet_JP today and will continue to accumulate for as long as price remains under 10 dollars
mNAVが4倍以下なら、基本は買い場だと思ってます👀🍀推定データでは、BTC保有量に対して公正mNAVは4xです。どん底はだいたいmNAVの2倍あたり。 実は5月も、400円以下のときに 『これ、買い時だね〜』って話してたら… そのあとすぐに1896円まで一直線でした☺️📈✨(たまたま…かも？☺️笑)
今安いと言っても1150円なんですね🥰mNAV1も400円超えてますし。5月くらいまでは株価400円だったんですけどね👀✨️その時のmNAVは今と同じくらいだったね☺️
Incredible interview about Metaplanet. Going to watch more than once to squeeze as much juice out of it as I can.
The Syz the Future podcast with @RichardByworth is live. Please share your thoughts!
Bought more $MTPLF. Remember that the best time to buy is when there is blood in the street. Be greedy when others are fearful. Did you notice that mNAV is now at 2.78?
MetaPlanet is deep in value territory... 📉 19th percentile of fair value range ⏳ 100 Days to Cover mNAV 🔥 92 Days to Flippening When sentiment flips, it could move fast.