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: $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] #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

[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] 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. :)

[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

[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 🔥

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

[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] 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 🔥

[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] 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

[image] #Metaplanet Q1 2026: My Expectations on Apr 2 I spent some time looking at the capital inflows/outflows, and looking at vol throughout the quarter, to sketch out what we can expect for Q1 in terms of revenue and BTC acquisition (this overrides any previous estimate I may have

[text] #Metaplanet released a few disclosures today - here's how I read them: First to recap - three disclosures: 1) the establishment of Metaplanet Ventures K.K. in Tokyo 2) under MP Ventures, an investment of up to ¥400 million in JPYC (Japan's first regulated yen stablecoin) 3) the

[image] At this rate, Capital Group is going to own Metaplanet within 12 months. Good for them.

[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

[image] Just came across this so thought to share, although it's a few weeks old. Always good to hear directly from @DylanLeClair Dylan LeClair Metaplanet Inc. Full OTC Markets Investor Presentation #Metaplanet $MPJPY $MTPLF

[image] This is the most concise breakdown of what Metaplanet shareholders own and what to expect going forward. You literally don't need any more information than this. Link: (Written by the guy who founded the CEBE Tracker).

[image] JPX is currently soliciting public comments. JPX has decided to adopt a policy of excluding securities whose primary assets are cryptocurrencies from its indices, but the reasons for this decision remain unclear. As a shareholder of Metaplanet, I believe we should call JPX to

[text] Metaplanet just did something that only 96 companies listed on the Tokyo Stock Exchange have done (out of ~3,800 listed companies). Read how this latest disclosure move by Metaplanet is preparing it to act and behave like one of the big boys of Japan 👇

[image] It's go time 🚀

[image] There are those who are just complaining, and those who tripled their share count and massively lowered their entry price. What should I say about the first group? Some people simply cannot see an opportunity because their horizon ends at the P and L display of their portfolio