Compliant Degen
@CompliantDegen
Ramblings of a regulatory professional and crypto/investing enthusiast. Irresponsibly long and betting the fiat farm | $BTC $MTPLF $MSTR $TSWCF
🌏The MTPLFer's Guide to Moving Strike Warrants🚀 The Compliant Degen signal is shining over Gotham City, and I'm here to rescue my fellow investors from the intimidating “moving strikes” of confusion and doubt relating to Metaplanet’s primary capital formation strategy. In…

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…

Got my first impersonator/scammer account - does this mean I made it?🤣 Please report if you can and don't trust any suspicious DMs from accounts that look like mine I guess lol

Good morning, Dojo🥋 Here’s your Moving Strike Warrant (MSW) Exercise Price (EP) Status Report: 💹 Current Min. MSW EP - 1238 ¥ 📆 Next Adjustment Date - July 28 📊 Current Avg. Closing Price for next EP Adjustment - 1203, after 2/3 trading days in the Pricing Reference Period.…

Good morning, Dojo🥷 Here’s your Moving Strike Warrant (MSW) Exercise Price (EP) Status Report: 💹 Current Min. MSW EP - 1238 ¥ 📆 Next Adjustment Date - July 28 📊 Current Avg. Closing Price for next EP Adjustment - 1225, after 1/3 trading days in the Pricing Reference Period.…

Good morning, MTPLFers🫶🏻 Here’s your Moving Strike Warrant (MSW) Exercise Price (EP) Status Report: 💹 Current Min. MSW EP - 1376 JPY 📆 Next Adjustment Date - July 23 📊 Current Avg. Closing Price for next EP Adjustment - 1239, after 2/3 trading days in the new Pricing…

Tick tock, next block comes Paper hands ignite in flames Steady minds hold strong

Just bought more Metaplanet under 1200 yen! I won’t dance, can’t swim and have an odd fear of windows down in cars 😂, but finding asymmetry in the markets is second nature for me. Don’t agree with me? No worries. I’ve got nothing to prove, but am happy to be able to tie a…
ANOTHER ONE?? 9% perpetual preferred equity sitting between STRF and STRK in liquidation preference.
Strategy is offering $STRC (“Stretch”), a new Perpetual Preferred Stock via IPO, to select investors. $MSTR
Highly recommend watching this latest interview if you have 40 minutes today. There’s something for everyone, including: - a basic description of the moving strike warrants and relationship with Evo Fund; - a deeper discussion of Metaplanet’s balance sheet philosophy and options…
The Syz the Future podcast with @RichardByworth is live. Please share your thoughts!
Friendly reminder that Monday is Marine Day – a stock market holiday in Japan – so go to the beach or eat some sushi tonight to honor the blessings of the ocean instead of sitting around waiting for 3350.T to trade again like this guy🤣🌊🏄🏼♂️🍣

Before I make an investment, I ask myself: “Would an idiot buy this asset?” If the answer is no, there’s probably no excess returns left. If the answer is yes, I do research until I decide whether those idiots are onto something or just being idiotic. Excitement guaranteed🚀
Good morning☀️ Here’s your Moving Strike Warrant (MSW) Exercise Price (EP) Status Report: 💹 Current Min. MSW EP - 1376 JPY 📆 Next Adjustment Date - July 23 📊 Current Avg. Closing Price for next EP Adjustment - 1333, after 1/3 trading days in the new Pricing Reference Period.…

145 million shares of $MTPLF now owned by international shareholders through Fidelity and Charles Schwab… seems safe to assume there’s some institutional capital flowing in alongside us retail Dojenerates 🤣📈
It appears that Charles Schwab is now our second largest shareholder, with 61.2 million shares or 8.99% of Metaplanet. This reflects a growing global movement. Japanese, American, and international investors are coming together around one mission: Bitcoin. 🇯🇵🇺🇸
Minor timing revision below since Monday, July 21, is a stock market holiday (Marine Day) in Japan. As such, the new MSW Exercise Price will remain in effect through July 23 before the next price adjustment occurs. Thanks, @LoseMyPain for pointing this out!
Good morning Metaplaneteers🫡 It’s price adjustment day! Here’s your Moving Strike Warrant (MSW) Exercise Price (EP) Status Report: 💹 NEW Minimum MSW EP - 1376 JPY 📆 Next EP Adjustment Date - July 22 Share price showed some life last night on TSE, reaching 1420 before falling…