THE BITCOIN PHARAOH ✓

[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

[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 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

[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