Dylan LeClair
@DylanLeClair_
Bitcoin | @Metaplanet_JP Bitcoin Strategy - $MTPLF |
Metaplanet Issues 555 Million Shares of Moving-Strike Warrants, Expected Proceeds: ~$5.4 Billion to Buy Additional $BTC; The Largest Stock Acquisition Rights Issuance in Japanese Capital Markets History & 1st Moving Strike Warrant Issued Above Market. Accelerate.
The Preferred offering with the shortest effective duration looks to have had the largest initial IPO. Extremely valuable datapoint.
The impossible trinity states that only two of the following can coexist: free capital flows, exchange-rate stability, & interest rate control—this structural constraint defines the design space for any monetary-like asset or capital instrument in global markets. $MSTR
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…
$MSTR Variable-Rate Preferred Offering $STRC "Stretch" Targeting Money Market Funds, Aiming for Fixed $99-$101 price range for $STRC w/ monthly dividends. ATM Selling Above $101, No Selling + Increasing Dividend Below $99.
Strategy is offering $STRC (“Stretch”), a new Perpetual Preferred Stock via IPO, to select investors. $MSTR
$MSTR Debuts $STRC: $500M Variable-Rate Perpetual Preferred $100 par, 9% initial yield, monthly variable dividend w/ SOFR floor & 25bps max cut, ratcheting liquidation preference (greater of par, 10-day VWAP, or last trade).
Metaplanet is hiring a Design Lead (Contract-to-Hire, Remote) to help build our web presence and shape all brand touchpoints—from decks and merch to UI and more. Apply here: metaplanet.jp/en/about/caree…
Strategy has acquired 6,220 BTC for ~$739.8 million at ~$118,940 per bitcoin and has achieved BTC Yield of 20.8% YTD 2025. As of 7/20/2025, we hodl 607,770 $BTC acquired for ~$43.61 billion at ~$71,756 per bitcoin. $MSTR $STRK $STRF $STRD strategy.com/press/strategy…
The Syz the Future podcast with @RichardByworth is live. Please share your thoughts!
🚀 IT'S HERE! 🚀 For the launch of our new subseries on BTCTCs (Bitcoin Treasury Companies) @gerovich @Metaplanet_JP takes the conversation further, discussing the Japanese bond market as well as preferred equity, technicalities of replicating the ATM type structure in Japan,…
The Bitcoin Realised Cap just hit $1 Trillion This is the ultimate metric for adoption, as it captures the wealth and capital saved in BTC. An absolutely massive milestone.
JUST IN: 🇺🇸 President Trump is preparing to open the $9 trillion US retirement market to Bitcoin & crypto investments — Financial Times
