Enea₿⚡️ ✓

[text] I SOLD* ALL MY METAPLENT SHARES. I'm out. Why? I SOLD* because the very long posts I have read in the past days have finally persuaded me that the company is fishy. I didn't fully get everything inside there, but it sounded bad to me. I mean look at how long the

[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] Very tired and bored of the Metaplanet comp fuss. At this point if you continue to hit hard I think you do it either for engagement or for some other hidden incentive. Things are simple and most are overthinking and overreacting: 1) I’m glad the misalignment came out. 2)

[text] VanEck withdrawing poor researched post on Metaplanet. I hope you are paying attention.

[image] Imagine selling Metaplanet now because it's -82% from ATH.

[image] Careful out there. There are people who claim to be Metaplanet shareholders with a lot of shares, and yet they use all their daily energies to mock the company and try to influence shareholders to leave Metaplanet. Follow the incentives, not what people say they are.

[text] As BTC moved +26% in the last few days: MSTR moved +37% Metaplanet moved +49% ASST moved +75% We call it amplification.

[image] Turns out that first they told you to sell the bottom, and now they are buying Metaplanet shares 💁 You remember when I told you to pay attention to whom you listen to?

[text] Busy building is one of the best signs of "aligned to shareholder value". Looking forward to hear how the comp topic evoloves, and even more importantly about the next big steps! BULLISH US-JP flywheel.

[text] 3350 +4% vs BTC −0.62% on the day. Ready to move on 🚀 The past month will be remembered as the 10-series warrants short end-of-summer FUD war. FUDsters are still very active in the comments. Those still actively discrediting probably have vested interests in doing so. But

[text] "There is no “gotcha” here - this was intentional and often discussed publicly." - @RichardByworth on continous Metaplanet self-proclaimed "true crime" investigative research. @thebtcpharaoh I think you are underestimating the damage this type of engagement seeking content is

[image] Metaplanet. Heated talks on team comp last week. I sincerly hope it settles with real shareholder alignment. Leaving that aside: last time we had this setup in 2024, price ran 10,000% in 1.2 years. Don't get misled by the log scale.

[text] Just added to my Metaplanet position. I have a big enough bag, very in red, but if there’s a place to add is rather now. I trust @DylanLeClair and @gerovich to make the right decision about comp, and resume business as usual. Looking forward to Q4.

[video] POV: You didn’t sell your Metaplanet shares at the bottom, and tomorrow the Japanese stock exchange reopens while BTC is up 5%.

[text] Jokes apart: I have a nice ASST bag with lowest entry around $13 and by now avg. purchasing price at $17. I also own MSTR and I think we are in a tiny window where STRC is not yet at $100 and people are distracted with the recent success of ASST.. As soon as STRC reaches $100

[text] Great wrap up from one of my favorite voices in BTCTC @RichardByworth “I won’t be selling. In fact, when I have cash coming in, this would likely be my number one buy in the BTCTC suite (NFA).” “These are the facts: - The anti-dilution program for the management has been

[image] At peak FUD I added to my very red Metaplanet position. Price went higher, then dropped again. Now I'm glad I didn't sell at the bottom and never fell for "the team scammed" narrative that spread in the past weeks.

[video] 3350 +18% Tokyo we see you!

[text] Metaplanet is the only company in the JP ecosystem with a debasement-proof, scarce asset on the balance sheet. The trade is and always has been: Japanese debasement. To benefit from it, we are required patience, but the time to get rewarded will come. Let’s not lose focus.

[image] Metaplanet short squeeze happened on DN3 (EU ticker) instead of 3350 (JP) or MPJPY (US). I think this is because of the much lower volumes on DN3 and probably a proportionally higher short level on the EU ticker. What are the chances the EU ticker does the same this time

[text] Apparently there are Bitcoin influencer profiles who claim to be shareholders with many shares, yet they make the effort to comment on random posts with 16 likes from profiles they don’t even follow (like mine) and warn others about investing in Metaplanet. The math doesn’t

[image] A reminder that Metaplanet has almost the same mNAV as XXI. Can't wait for mNAV back to par. ;) It will be fun.

[text] High performing companies will demand high premium. And nobody will argue they didn’t deserve it as long as they perform. Let’s stop arguing about Metaplanet’s management bad intent, and refocus on the only thing that has always mattered: growth.

[text] Opportunities are everywhere. you just need to look close enough. For example this morning I looked again close enough at $ALCPB.

[image] Was after long time back on @Strive website and just WOW. Congrats to the marketing team because you nailed eery single aspect of the branding and value proposition while addressing potential investors concerns. Love the work there. Love Strive - the daily dividend company. At

[text] Agreeing on this. Metaplanet is my biggest BTC treasury position. I’m always of the idea that the right incentives drive the right actions. Let’s go a ahead and make sure all incentives are aligned! @gerovich @DylanLeClair

[text] Nothing more, nothing less than what I expected. A reasonable, rational, shareholder aligned change. Business can resume 🚀

[text] In the last two weeks we lost some shareholders who clearly don’t find the same value in Metaplanet and the team as those who remained. Looks like a healthy cleanup to me. We’ll be lighter later on. 🚀

[text] People will tell you why a BTC Treasury has a higher mNAV after it already does. Others will tell you why another has a lower mNAV after it already does. That is just another version of price-makes-narrative. Those who say mNAV will not expand while in bear market

[text] The direction is clear. I wouldn’t trust any other company to achieve this in a peculiar market like Japan. The impatient investor will leave money on the table.