vinz
@vinz0r
Tranche-ing Metaplanet. https://discord.gg/metaplanetdojo
Just plugged in the chapters of our last episode with @ActuallyClimber for easy skimming and watching. Spread the word if you like it! youtube.com/live/4J0k9UvEm…
Update on Capital Group's BTCTC holdings - No new BTCTCs, still only $MSTR, $MTPLF, $SMLR - MTPLF added to 2 new funds - STRK added to 1 new fund - Clean Q2 final shares outstanding counts not available to do calculations yet, but % ownership change likely mostly tracks dilution.
Capital Group is considered some of the biggest, smartest money and they hold some of our favorite Bitcoin Treasury Companies. $MSTR, $MTPLF, and $SMLR. Notably, vs Q4 '24, they appear to have rotated some of their 18.4M sh. MSTR holdings into large $STRK and $STRF positions.
🔎Analysis of Disclosure about New U.S. Subsidiary🇺🇸 Metaplanet has announced today that they are forming a new wholly-owned subsidiary to sit between Metaplanet, Inc. (Japanese parent company) and Metaplanet Treasury Corp. (existing U.S. subsidiary). Here's what it means!🧵
Metaplanet tracking Day 15 (Thursday 7/24): $MTPLF ranked as the 203rd largest Japanese company by market cap ($5.73B) Tumbled 5 companies today, Big Pharma just behind 28th largest publicly traded equity by volume on the TSE, lowest ranking since the start of this series
This is why I remain incredibly bullish on $MTPLF. I know there are a bunch of analysts out there with way more fancy data than myself, but you just know that Dylan is out here spending all of his time watching how this plays out and strategizing how they can do it in Japan.
The Preferred offering with the shortest effective duration looks to have had the largest initial IPO. Extremely valuable datapoint.
$MSTR Upsizes $STRC IPO 4x to $2B From $500M; Prices at $90, 9% Initial Dividend, 10% Effective Yield - Bloomberg
Specifically sharing this in this group. 🙏🏼 Request for support 🙏🏼 Thanks all for listening and supporting. On average, viewers are watching twice! But over 80% of you aren’t subscribed to the show. In order to get this video to more people and help the YouTube algorithm -…
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
Boomers pushing to eliminate capital gains taxes on home sales to juice the housing market is the final boss before bitcoin becomes all American’s default store of wealth
Who's down to go check out the Bitcoin Hotel ONCE REMODELED? Also, Simon and Jitai were spotted in the video.
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！
Metaplanet tracking Day 13 (Tuesday 7/22): $MTPLF ranked as the 202nd largest Japanese company by market cap ($6.11B) Dropped 13 companies today 5th largest publicly traded equity by volume on the TSE
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…
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
Close to 3 mNAV = No dilution. Simon repeated this in the recent Byworth interview also.
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…
Last time we saw this number on Metaplanet was in April 25th (2.5 to be exact) at a price of 320ish yen. Today we are at 1100ish yen. Safe trancheing out there.
Saylor = 1 tranche.
The most important part of the STRC slide deck IYKYK 👀