METAPLANET MADNESS 🌍🚀

[image] JUST IN: $14 trillion BlackRock's iShares Core MSCI Japan IMI UCITS ETF disclosed they bought 621,400 ($1.27 million) #Bitcoin treasury company MetaPlanet (3350.T) shares for the first time, in Q4 2025.

[image] JUST IN: $3 trillion Capital Group's SMALLCAP World Fund just disclosed they bought 18.58 million more #Bitcoin treasury company MetaPlanet $MTPLF shares and now holds a total of 79.8 million shares ($161 million).

[image] JUST IN: MetaPlanet $MPJPY has allocated $5.41 million from surplus capital to pay dividends on its perpetual preferred stock MERCURY to its institutional shareholders. The company's #Bitcoin Income Business has established a revenue base capable of funding dividends on

[image] THE JAPAN TRADE. weekend reading Everyone's seeing the charts on their feed: JGBs hitting record yields. Yen >158. US 10Y >4.5%. But do you understand what it actually means, and why it’s important? I’m going to break it down here, and explain the implications and how it relates

[image] JUST IN: $3 trillion Capital Group's American Funds EUPAC Fund (AEPGX) just disclosed they bought 2.79 million more #Bitcoin treasury company Metaplanet (3350.T) shares and now holds a total of 3.85 million shares ($8.8 million).

[image] JUST IN: MetaPlanet (3350.T) CEO Simon Gerovich just said, "Our preferred stock upon listing would be only the seventh in the market and the first perpetual preferred." "While Japanese companies typically pay dividends 1-2 times a year, MetaPlanet is planning monthly payouts."

[image] #Metaplanet Valuation Framework Market and sentiment-driven noise aside, I wanted to share some thoughts on how I look at #Metaplanet’s valuation. As far as I can see, there isn’t any proper valuation framework published anywhere. Only posts obsessing over whether it trades at a

[image] JUST IN: #Bitcoin treasury company MetaPlanet $MPJPY CEO Simon Gerovich said, "We're putting the pieces in place at Metaplanet and working harder than ever to get them right." "We're building this company for the long term, for every shareholder on this journey." 🔥🙌

[text] This Is Not a #Metaplanet Bull Post It took me a while to get to this as I'm on holiday with my kids, but I've been seeing both praise and criticism following Metaplanet's recent filings from March 16th. I wanted to properly read through everything before sharing my own thoughts

[image] JUST IN: MetaPlanet $MTPLF has received the $255 million payment for its previously announced global institutional investor raise. This could fund the purchase of over 3,800 #Bitcoin at the current price and potentially position them as the 3rd largest treasury company.

[text] Metaplanet in 2026 is going to be like Bitcoin in 2017.

[image] JUST IN: MetaPlanet $MTPLF buys an additional 5,075 #Bitcoin and now holds a total of 40,177 BTC. 🔸Bitcoin 100 Ranking: 3🪜🔸

[text] #Metaplanet Q1 2026 results were announced today - which I read through in detail. I don’t want to restate the obvious things, so will try to just focus on what stood out to me, in addition to my read on Simon’s two posts from today, and what all this means for what we can expect

[image] MetaPlanet is still down 91% from it's high last year, and it's FINALLY looking like we're ready for a break out. I think $MSTR and $ASST will pull #Bitcoin higher, and thus $MPJPY along with it. But the products that are really getting exciting are their dividend like products

[text] Metaplanet Securities / Siiibo acquisition It's been a minute since #Metaplanet gave us something fun to talk about.. So here's what happened, and my read on it in case anyone's interested. Today, Metaplanet announced its first acquisition: ¥2.1 billion (~$13M) in cash for 100%

[image] The #Metaplanet team came out today with three teaser posts about an investor roadshow they're on, starting in Boston. In the photo are @gerovich @DylanLeClair @Yoshimi3350Abe @Shinpei3350, and what follows is pure speculation (and connecting dots) on my part. I spent 10 years

[image] JUST IN: Metaplanet $MPJPY just announced that they will acquire Siibo Securities Co. to establish a framework to provide #Bitcoin yield products to Japanese investors. Asia's $STRC is coming, buckle up 🔥🚀

[image] JUST IN: Metaplanet (3350.T) surged over 12% today after announcing plans to launch a #Bitcoin-backed yield product in Japan. 🔥

[image] Metaplanet is SUPER CLOSE to a break out of a 1 YEAR long downtrend. $MPJPY $MTPLF

[text] Right now, Strategy is buying over 10x the daily mining supply of Bitcoin this week with STRC/MSTR. Just wait until Metaplanet is doing the same with MARS. The bid on Bitcoin from two major digital credit issuers is going to be MASSIVE.

[text] Higher frequency payments are where this whole category is heading — tighter stability near par, deeper liquidity, larger addressable market. Yes, #Metaplanet may be behind $MSTR and $ASST in getting MARS listed, given they are pioneering the product in Japan with regulators.

[image] MetaPlanet $MTPLF, $MPJPY is long over due for upside price action. This is visible by a bullish divergence (1) that started in November of last year. What we really need to see for confirmation, is a move above the downward trend line (2), and ideally a jump above peak

[text] I can't wait to check back in April 2029 to see if my investment in Metaplanet was good or not. Saylor will have pumped Metaplanet's bags a lot by then. :)

[image] JUST IN: Metaplanet $MPJPY CEO Simon Gerovich just said, "Our fortress balance sheet with 40,177 #Bitcoin and being the 3rd largest BTC treasury company in the world." "It produces significant revenue through our BTC Income Generation business and is the foundation for

[text] Metaplanet receives $255M today. Here is a recap: - The $255M (¥40.8B) was at ¥380/share. - At a current ¥294/share, that represents a 29% premium. - At the time of the announcement when the shares were trading at ¥380/share, Bitcoin was trading at ~$73K (~9% higher than

[image] Metaplanet $MPJPY has started it's ascent after breaking out above the 1 year downtrend (1). As you can see, we've had bullish divergence on the RSI (2) for 6 months, indicating that this was coming. Targets shown below.

[text] MAN I WISH I COULD BUY JAN. 2028 METAPLANET LEAPS TODAY

[image] JUST IN: #Bitcoin treasury company MetaPlanet (3350.T) CEO Simon Gerovich just announced that the company’s shareholder count has surpassed 250,000 Japanese shareholders. One of the most held stocks in Japan 🔥

[text] if you're interested in #Metaplanet, follow @UncleDividends $MPJPY $MTPLF

[text] If @Metaplanet gets a US based perp + The Strait of Hormuz opens, we're going to see a Holy Trinity ( $MSTR, $ASST, $MPJPY) of #Bitcoin accumulation that will compel @AdamBLiv to add to even more adjectives to his $BTC rants. 😂

[image] Metaplanet straight up 2x'ing Bitcoin today. Can't wait to look back on this trade at $200k Bitcoin. Will be GLORIOUS!

[text] The year is 2030. It’s Friday, May 10th, and Bitcoin is trading at $746K. This comes after a brutal five-month drawdown since it topped at $1,047,255 in December 2029. Skeptics on X are calling for $500K, and the WSJ just ran a piece on Michael Saylor titled “Michael Saylor’s

[text] The market is pricing in the absence of preferreds for Metaplanet, with the Japanese shareholder base losing conviction. BTC has been weak during JP trading hours, and 3350 is decaying versus BTC. This is a recent fact, unfortunately. But the release of Mars will revert that in

[text] “We’ve decided to buy Bitcoin,” Gerovich said. “How much?” “All of it. Eventually.” #Metaplanet $MPJPY $MTPLF

[text] You may think I'm hallucinating, but we will one day see the headline where #Metaplanet is the subject of this article. $MPJPY $MTPLF

[image] Lots of #Metaplanet activity in the US lately. Probably nothing 👀 $MPJPY $MTPLF

[image] JUST IN: #Bitcoin treasury company MetaPlanet's ADR share $MPJPY is now tradeable on Robinhood, as its Depositary Bank is waiving the ADR issuance fee through June 12.

[image] Boom! 5,075 Bitcoin acquired during Q1 2026. Much more to come when the preferreds come out and the bull run restarts 🚀

[image] On further reflection, I expect #Metaplanet’s US roadshow to come with a MAJOR capital raise. Here's why. 1/ Metaplanet guided FY26 options income at ~$105M. Q1 actual: $18.6M, on a ~$148M average capital base. That’s around a 12.5% return during the quarter (50% annualized).

[text] Very important post on #Metaplanet $MPJPY $MTPLF You're not paying attention to what's happening at this Japanese hotel company.

[text] Today is my first anniversary of being a Metaplanet shareholder. Here is my current thesis why I still own 2+ million shares.

[image] FACT: MetaPlanet $MTPLF only needs to buy 3,337 more #Bitcoin to become the 2nd largest BTC treasury company in the world. Only a matter of time 🔥

[video] JUST IN: #Bitcoin treasury company MetaPlanet $MPJPY logo displayed on the iconic Las Vegas Sphere yesterday. Treasury companies are going mainstream 🔥

[image] JUST IN: MetaPlanet $MTPLF announces new U.S. subsidiary MetaPlanet Asset Management Inc to launch digital credit products in the U.S. "Utilizing every capital markets tool in one of the world's deepest financial markets to acquire more BTC," said MetaPlanet's @DylanLeClair.

[image] JUST IN: MetaPlanet $MTPLF has raised $255 million from global institutional investors via a placement of new shares to buy more #Bitcoin.

[text] If a company with practically no operating cash flow and a pref cost of 11.5-13% can comfortably sustain 50-60% amplification — as both @saylor and @ColeMacro have recently signaled — how far can a company go that earns 2.5% operating income yield on its BTC NAV at half the

[image] JUST IN: Metaplanet (3350.T) CEO Simon Gerovich has just had a meeting with Japanese House of Representatives member Junichi Kanda on Japan’s #Bitcoin strategy. 👀🔥

[image] JUST IN: #Bitcoin treasury company MetaPlanet $MPJPY just reported $19.5 million in revenue for Q1 2026 and forecasts $101.4 million for FY2026 (80% higher than 2025).

[text] Apparently raising capital at a premium in order to expand the collateral base to prepare for public pref issuance is a bad thing now, eh? Just sell your shares to me at this point. LOL

[text] If you're sitting around wondering if/when #Metaplanet prefs will be listed and if management's silence on the topic means it's no longer happening. Think about the following: They have a $500M credit facility, of which $253M is untapped. At a BTC price of $78K, that could