Please watch and share this video I made 15 years ago if you can. If you disagree, let’s talk about it. piped.video/9hyz4Hnb64o?si=dR47…

A single FaceTime could have prevented that. She’s a jerk and he’s gullible.

Not a bad day to own 3.5 million shares of MetaPlanet $MTPLF 😂🚀🪐. Holy guacamole.

Metaplanet is sorta like MSTR, except with: 1. An easily scalable and proven income strategy to pay yield on future preferreds 2. Lower debt and no converts 3. Much cleaner growth and only diluting into strength, not crushing mNAV 4. Dilution transparency (to the day) and proof of reserves 5. Japan is yield starved which means less yield payout for preferreds (higher torque).

I believe Metaplanet $MTPLF gives me a 90% chance to 10x my investment from here within 2 years, possibly as little as 5-6 months. Typically you can find a high probability of a low return, or a low probability of a high return. Super rare to find both so high. This is why I Metaplanet. Please for the love of God, do your own research. You’ll sleep much better AFTER finding your own conviction, whether it be with Metaplanet or something else.

Most bullish earnings call I’ve ever seen. #MSTR And yes.. I watch a lot of these lol.

I expect Metaplanet to outperform MSTR. That doesn’t mean I’m bearish on MSTR. I expect MSTR to outperform Bitcoin. That doesn’t mean I’m bearish on Bitcoin. I expect Bitcoin to outperform fiat. That DOES mean I’m bearish on fiat 😂😂.

My favorite bullish takeaways from this #MSTR earnings call. It was fantastic!! 🧵👇

Just bought more Metaplanet under 1200 yen! I won’t dance, can’t swim and have an odd fear of windows down in cars 😂, but finding asymmetry in the markets is second nature for me. Don’t agree with me? No worries. I’ve got nothing to prove, but am happy to be able to tie a large portion of my net worth to a company I see as an easy 10 bagger. Want my reasons? Check my highlights. Need handholding when price isn’t up? Look elsewhere. As I’ve said before, don’t steal my conviction, find your own.

If you don’t own #Bitcoin, you probably don’t understand some/most of the following: 1) Gresham’s Law 2) Veblen Effect 3) Game Theory 4) Moore’s Law 5) Power Law Models 6) Network Effect 7) Lindy Effect 8) Scarcity Principle 9) Metcalfe’s Law 10) Proof of Work 11) Fractional Reserve Banking 12) Inflation 13) Sharpe Ratio 14) Money 15) Historic Fiat Currency Lifespans 16) Incentive Structures 17) Math 18) Pareto Distribution 19) Social Proof 20) Hindsight Bias 21) Decentralization 22) Byzantine Generals’ Problem

Metaplanet may become the 2nd largest company in the world, second only to Strategy. Issuing perpetual preferred stock is the huge unlock for Metaplanet, and I speculate this will be announced to be voted on during the Sept 1st shareholder meeting. 🧵👇

I'll be getting my own Bloomberg terminal very soon. Sales rep set to call me in the morning. Excited to be able to monitor some Metaplanet $MTPLF investor data such as top holders directly.

I strongly believe that #MSTR will end up with much more than 2% of all Bitcoin. Here’s why: 🧵👇: MSTR currently owns 252,220 #Bitcoin or 1.2% of the 21,000,000 that will ever exist. 2 years ago, people doubted they’d ever exceed the 1% mark. Now the doubters have moved the goalpost to 2%.

Doubters will say the trend has been too perfect so we must be living in a simulation. They're probably right. Simulation or not, I'm proud to be a Metaplanet $MTPLF investor!

Proof of Metaplanet $MTPLF holdings. 3.57M shares. Everytime I think my conviction has maxed out, I learn more. Please find your own conviction, don't steal mine 🙏🚀🪐

Today's Metaplanet $MTPLF price is a cube with each side of length 1 (baseline of today's values). The cube stretches or contracts it's 3 axis. Volume change is price change. This is how I estimate future prices off the top of my head: X-Axis: Bitcoin price. Y-Axis: Metaplanet mNAV Z-Axis: Multiple of today's btc/share So, if you're looking over 6 months to 1 year for: x (bitcoin price) to 2x y (mNAV) to 0.5 x down to ~3 z (btc/share) to 10x Together, 2 x 0.5 x 10 = 10x or ~$105/share. Stretch this out to around the time Bitcoin hits $1 mil, let's say in 5 years: x (btc price) to ~10x y (mNav) to 0.333x down to ~2 (conservative) z (btc/share) to 30x So 10 x 0.333 x 30 = 100x or about $1050 stock price. A 100x vs Bitcoin's 10x. I think these are conservative numbers. This is why I Metaplanet. 🚀🪐

Long Thread Warning (@vinz0r and I have been cooking): Has Evo sold up to 60m shares instead of the 30m we know about or 49m we speculate? Could Metaplanet $MTPLF already be 10% of the way through the 555M share plan? Might Metaplanet be around 15,000 BTC with less debt before July 1? Will they reach 25,000 to 30,000 BTC in July for possibly their fastest double yet? During the 210M plan (Feb 17 - May 19), Evo Fund (Metaplanet's moving strike warrant partner) had the ability to borrow shares from MMXX Ventures to short on the market, but perhaps they never did. Perhaps they held 19-20M shares and routinely sold those to the market, then exercised the warrants to replenish their position. 1. Why would they hold 19 million shares? Around the start of the 210M plan, there were just under 400M shares outstanding. Japan requires disclosure of >5% holdings of any publicly traded company. Holding 4.xx% may not be a coincidence. They may have held as much as they could without having to disclose either for smarter, covert execution or simply ease of less reporting hassle. 2. Why would they not borrow from MMXX and what evidence is there that they did not? Reporting requirements of short positions are 0.5% of shares outstanding (around 3 million shares now, 2 million before the 210M share plan) which are also a hassle, especially when they sell shares to the market quite frequently. When @vinz0r and I explored the historical daily short data, we saw nothing from Evo in February, March, April or May. This puzzled us at the time: why didn't they appear on the short position report? Did they short and close intraday? Unlikely, due to warrant mechanics. Did they short and keep the size small? Unlikely too, because we know they sold 110M shares in 10 trading days in May. They should've showed up on the report. Only June 9,10,11 and after have they shown a short on Metaplanet. This strongly implies they've been selling their own shares to the market and replacing those shares with the exercised warrants. No one is worse off here; it's simply cleaner execution. So, the thought is that Evo prefers to sell their own shares to the market than borrowing from MMXX Ventures and having to report their daily short position. If they did this for the whole 210M plan, it stands to reason that, assuming they hold between 19 and 30M shares now (they haven't had to update in a while as it's <5% now), they likely would have sold those shares recently. Then, borrowing the 30M shares from MMXX and shorting them (this part we know has occurred as it's in the daily short reports). The thing is, that's 50m or more shares that they likely sold around $11.50-$12.00 and get to buy back (exercising warrants) June 24th for close to $10. If they were able to capture 20% profit there (much higher than typical as they have a set price June 9-24 and the market went way above it), they may have profited as much as 10M shares. If they're able to, why not short those as well? So, let's speculate that ~60M shares of the 555M plan could have already been absorbed by the market. That's >5000 bitcoin potential addition for Metaplanet day 1. Of course, they may also repay the 210M debt or even all their debt and end up around 13k BTC essentially day 1 (or 2ish as it may take them a day or so to get the money, and a day or more to buy the bitcoin). How might the market respond to this? A 30% increase in BTC holdings may be around 25% BTC yield (some friction due to share dilution). That rescales mNAV by 25% meaning the stock would have to climb 25% to keep at the same mNAV. Then they still have about a week before July 1. 15k in June is not something I'd rule out. No guarantees. Pure speculation with some logic to support. Prediction: the market would go nuts.

Great to see more of Metaplanet’s $MTPLF PFIC tax FUD squashed with today’s disclosure.

Most people focus too much on Metaplanet's short term price action and not enough on how fast the NAV/Share is growing. The 3 mNAV calculated price since right after the 210 million share plan started in February is growing at an annual rate of 8199%. The doubling rate is once every 57.3 days, and we're currently above the trendline. This is typically faster than the btc/share doubling rate as it is also a product of Bitcoin price appreciation, and assuming a decent Bitcoin CAGR is a the most important part of the LBE thesis. 3 mNAV Price = Bitcoin Price * Bitcoin/Share * 3 Will it slow? Of course. Will it slow in 2025? Perhaps. Perhaps not. Either way, for me the trend is clear. This is why I Metaplanet.

I’ve never seen so many stars aline for one stock in such a short timeframe. MetaPlanet $MTPLF. 🚀🪐

People keep talking like Metaplanet is at 7 mNAV. It's at 4.16 now and over $10. Love it. 2 months ago, 4.16 mNAV was around $4. This is why I Metaplanet. Insanely fast and predictable growth. It'll slow one day, but today is not that day!

The 3,5,7 mNAV prices have a clear trajectory, and Metaplanet's ( $MTPLF ) stock price tends to stay in this range. Updated chart, still log scale.

Thanks for the shoutout today @JoshMandell6. I'm out of cigarettes but consider this a partial repayment. Ends with Metaplanet mNAV at 4.44, Bitcoin at $444k and stock price at $444.44 which is exactly how it comes out 😂.

Without my 50+ hour a week job, I never would have had the extra income needed to invest. Without that, I wouldn’t be retired now. The value of traditional work shouldn’t be so easily dismissed. Most people don’t have what it takes to be a successful entrepreneur or pro athlete so it’s silly to treat these outliers as something feasible to replicate. I have more respect for the men and women who keep the lights on around town without any fan fair than I do someone who made millions creating a viral app or a sports star whose efforts are applauded by the masses on a daily basis.

18,888 Bitcoin for Metaplanet!🔥🔥🔥

How Simon, Dylan and the Metaplanet $MTPLF team have managed to stay on such clean exponential growth since April 2024 is absolutely incredible.

I'm working on a presentation about the potential of preferred stock for Metaplanet that goes way beyond the typical bullet points of "1 mNAV defense" and "25% overall yield boost/amplifier". I'll aim to livestream this as well as write a detailed post showing all the graphs and major talking points. The goal will be to present things in a novel and intuitive way. I don't want to give much away, but I think it'll blow minds. Aiming for 1-2 weeks as I want to do this right. Can't wait to share!

$MSTR has an impressive list of benefits over owning #Bitcoin ETFs. Have I listed any you haven’t considered? What should I add to the list? Let’s explore 🧵👇:

Metaplanet is at a 4.96 mNAV. Imagine in 5 years it’s at a 2mNAV. MSTR is around a 2 mNAV with 600k bitcoin, so I think that’s a fair ballpark assumption. Outperforming Bitcoin is simply change in mNAV x change in BTC/share. With the suggested eventual mNAV compression from about 5 to 2, that part is a 0.4 multiple. That means that in order to perform as good but no better than Bitcoin, Metaplanet would need to just 2.5x their bitcoin per share. For the past 14 months, Metaplanet has been doubling their bitcoin per share every 80 days or so, and the current trend is closer to 75 calendar days. This is how undervalued I view Metaplanet right now. I expect them to far exceed a 10x in their btc/share over the next few years, and a 3-5x this calendar year seems reasonable. They have the track record. They have the team. They have tons of potential to greatly outperform Bitcoin for years to come. This is why I Metaplanet. Please find your own conviction🫡

I’m up today $3m but fidelity shows down lol. Locked in all of my shorter term stuff. Sold 1000 Jan 2025 covered calls at $890 strike against my 1000 leaps to lock in 6.5 or 7 mil. Being as cautious in this euphoria as I can. It’s been a journey.🫡. #MSTR

I’m fairly confident that MetaPlanet $MTPLF will become a top 10 stock in Japan before $MSTR becomes a top 10 stock in the US. I also believe that both will do great and continue to outperform Bitcoin. 🔥

Going against short term negative price action through high conviction buying is why I’m retired.

Going to try to clear up some confusion about #MSTR vs #MSTU (new 2x daily ETF). I've created charts showing how MSTU would have performed vs MSTR if they started at the same price Aug 10, 2020 (when MSTR adopted a bitcoin strategy) as well as if they'd started 2024. 🧵👇

Buying another tranche of Metaplanet $MTPLF!

Got 4,000 more shares today. Have 25300 now. Smells like capitulation. I could be wrong. Either way I’m buying at these prices. #MSTR

It took Metaplanet 366 days to buy their first 5000 Bitcoin and only 53 days for another 5000.

Is MetaPlanet $MTPLF a buy at these prices? Tons of people asking this today, and it’s a great question. I have five simple ways to think about this. 1. mNAV vs historic price. Looking at this alone, I’d say a 3-5 is a steal, and even a 5-10 ends up being good. People who bought at 10mNAV a few months ago are in profit today. 2. Price potential (your own price target, not mine). My 2 year model shows a lot of upside. Watch MetaPlanet Madness Episode 2 if you missed it, but please do your own research to better understand the potential. I’d like to hold to $300-$400 in perhaps 5 years or a bit more, therefore anything under $10 is very cheap to me as a long term holder. 3. If I wouldn’t sell at these prices, it’s a buy. That’s a simple way to check your perspective on a stock. Even after Metaplanet recently doubled, I was still buying as I knew the price was nowhere near where I believe it’ll go (where I may sell it at in the future). If I’d laugh at an offer to sell at these prices, perhaps I should buy (more). 4. Adam Back’s “Months to mNAV Cover”. This describes how much time it might take to earn a btc/share yield equivalent to the current mNAV premium above 1mNAV. If it’s a 4 mNAV, how long to earn 300% yield? The basic method is to see how long it took to earn the last 300% yield, but expecting it to take 50% or a bit longer for the next 300% seems reasonable. 5. Relative mNAV. Similar to #4, but comparing yield rate to a benchmark like $MSTR is interesting. MetaPlanet has 189% year to date yield compared to strategy I think around 15% or a little more now. So 10x the yield this year while trading at about 2.5x the mNAV. Seems potentially mispriced. The issue is doing your best to ensure the strong yield is reliable. Diminishing returns will happen, but consistency in yield execution is important. I like Metaplanet’s historic btc accumulation charts and their btc/share charts. Gives me a lot to extrapolate from. So, is Metaplanet a buy at these prices? You’ll have to make your own decision. To me it is, but I have a long term perspective on this one and am fine if it retraces down, rockets up, or goes sideways for a while. If you can’t stand such volatility (many can’t), maybe a lower allocation makes sense. Just an idea. I can’t wait to see how this stock moves in the future. I have my own beliefs of course, and I wish everyone success whether you’re a holder or not 🚀🪐

People wonder why I've shifted from $MSTR to MetaPlanet $MTPLF. MSTR is fantastic and will continue to outperform BTC. I'll continue sharing my viewpoints and encourage readers to have a questioning attitude and make your own decisions. I've made mine. Bookmark this🧵👇:

Here are the final 21 out of 42 reasons I am a Metaplanet investor and absolutely love this company. I'll no longer be on the MPM podcast, but will continue sharing as much as possible. 🧵👇

Metaplanet $MTPLF

Working on new Metaplanet models. Wowzer 😅. I'm focused on modelling out the 555 million share plan (stopping the clock at the end of it). It's better than I expected to say the least.

Had to go touch grass. No, I haven’t sold any MetaPlanet $MTPLF shares and don’t plan to. Could prices go a lot higher short term? Yeah. Could I be tempted if prices go nuts? Yes, I happen to be human.

Suprise suprise. I bought more MetaPlanet $MTPLF. At least 100k more shares around $6 tonight from Tokyo (ticker 3350). 🚀🪐

Metaplanet has reached >2% of MSTR's Bitcoin holdings! We're separating from the exponential curve. Accelerate 🫡

I think Metaplanet $MTPLF will see immediate inflows to common shares once preferreds are announced, especially among current and former MSTR investors as this is perhaps the biggest differentiator and a huge step. Once the products are released, inflows into preferreds will occur, and I believe there will be much less cannibalism (people selling common to buy preferred) with Metaplanet vs what we’ve seen with MSTR. This is because Metaplanet common equity is very high performance and their yield products will be likely under 5% (still very high for those wanting yield in Japan). They already dominate the performance market in Japan. In the US, it’s not hard to find stocks which will likely give double digit returns for multiple years. This is rare in Japan. They soon will dominate the fixed income market in Japan. People wrongly state that since there are only 4 preferred stock offerings in Japan, there’s “no market” for future preferreds from Metaplanet. I encourage the use of Grok or ChatGPT if you want to learn more about why this isn’t the case. Low supply doesn’t imply low demand, especially in a very yield starved country.

I still feel like I don’t have enough #MSTR leaps! Should I get 80 more to bring it to 1,000?

15,555 Bitcoin! Metaplanet’s execution is insane 😅

Metaplanet Dojo 1 nitter.app/i/broadcasts/1LyGBWypY…

Tokyo stock exchange margin requirements have been lifted for MetaPlanet (easier to long) AND Benchmark Research initiated coverage today with a bull rating and 2400 yen price target. All right as Q2 comes to a close! 🔥

Then put them up for adoption. If she definitely can’t handle 2 more, I doubt 1 will go well for her or the child.

It's almost funny that purchasers of preferred stock from $MSTR and Metaplanet in the future will accelerate the fiat to Bitcoin energy transfer 10x quicker than Bitcoiners themselves ever could. The true trojan horse is simply giving people more fiat like they want through a strong yield (and using that cash to buy Bitcoin) as Dylan and Saylor have mentioned.

日本語のほとんどの部分が正しいことを願っています。以下はメタプラネットの私のモデルです。

My first ever post on MSTR a month after full porting $250k into OOM call options when stock price was super low ($13) and IV was also very low. 0 likes lol. Short interest isn’t the meat and potatoes, merely a side dish cluing you in to possible asymmetry and rocket fuel. Right now, Citigroup Global is offsides after shorting around 15 million shares of Metaplanet $MTPLF late April when the stock was $3 or less while many of us began buying. I’ve got my popcorn ready. 🍿

It’ll be obvious to many by the end of July that Metaplanet will be the #2 public company holder of Bitcoin this year. It should be obvious now.

Metaplanet $MTPLF has averaged purchasing 102 BTC per day for the past 60 days. That value was 12 on Jan 1 2025. Metaplanet is now buying about 25% of the daily mined supply of 450, and we are not slowing down.

Boom. 9x from here to 99,999 Bitcoin. Later this year is my guess.

I pick today to sleep in. 😂. This is awesome!

Just bought MORE Metaplanet $MTPLF under $10. Another 25k shares. 🚀🪐

Metaplanet $MTPLF is currently 10th largest Bitcoin holder among public companies. A week ago, they were 11th. In 4-5 weeks they'll be 5th. Data from bitcointreasuries.net

Metaplanet $MTPLF

傾向は明らかです。

I've been asked to share my typical process for selecting when to buy or sell a stock or option. I promise there's nothing revolutionary here. I try to keep things as simple as possible. I'll touch on #MSTR throughout. 🧵👇

“But preferreds won’t happen for Metaplanet $MTPLF anytime soon” 😂 People seem to miss that MSTR’s timing with preferreds hasn’t been ideal. If they’d figured it all out before, they would have gone this route a long time ago. That’s nothing against them, they’ve been trailblazing and deserve all the credit for that. Now Metaplanet gets to benefit and speedrun and skip over the awkward bits like convertible bonds. You don’t need $60B in bitcoin or even $10B to launch these products, learn from market feedback what has the best fit and expand from there. Yield is also much easier to achieve with a company around Metaplanet’s size from preferreds than from one with 35x larger NAV. Eager to likely hear more during Q2 earnings in a couple of weeks and/or during the shareholder meeting in September.

Super excited to be starting on my YouTube stock options course. Working on episode 1 of 13(+?) now! The first real example will be of my #MSTR leaps bought in Dec 2022. Thanks to @mstrowl for the main image!

I knew Metaplanet's doubling rate for their Bitcoin Holdings was fast, but didn't realize that since the day before the 210 million share plan went live, they've averaged doubling their holdings every 45.86 days! Absolutely insane. This is why I Metaplanet.

#NewProfilePic courtesy SlothySloth 😂

Dug up my old #MSTR leaps purchases from Dec 29 2022 when the stock was $13-14 in today’s terms ($133-143 pre split). I couldn’t say no. First MSTR leaps I ever bought and basically at the extreme low. This retired me. I should have exercised 🤦‍♂️. Now my MSTR conviction is higher than ever. Here’s a few of the pics 🧵 👇

He beat a girl and he liked it 🤦‍♂️. The beating will continue until the woke wake up.

Highest daily close for Metaplanet 3350 today AND crushed the volume record which was recently set at 158M. Today we topped 170M. 🚀🪐

DFV

$MSTR's mNAV floor is rationally much higher than 1. I see 1.5-2 as a strong base, and 3 to 4 may be more realistic if people better understood the math (including myself, sorry @PunterJeff , I'm trying to catch up). Why? $STRF doesn't care what the mNAV is as it's totally disconnected from their common share price. Their BTC NAV is relevant as a leverage reference for the market to respect. As long as Strategy can arb the spread between the Bitcoin CAGR ~30% and the yield they payout, they will. This spread amplifies greatly as you compound BTC gains over time vs the paid yield overtime. As Saylor mentioned recently, if mNAV ever dropped below 1, they could just sell STRF and buy shares of common stock instead of Bitcoin (as that would become the more accretive choice for btc/share yield). It largely boils down to how much a company can outperform bitcoin with btc/share yield. As long as a company can provide at least double digit outperformance of the best asset known to man, a significant multiple to NAV is justified. Having a ~5 year track record of Bitcoin focus helps too. Metaplanet $MTPLF almost certainly has preferred equity in its future as Simon and Dylan have both mentioned this many times. I see them dominating the Japanese market and putting their current yield from share issuance to shame. Very excited to see Strategy pave the way and for Metaplanet to follow, but with their own flare (only selling new shares to the market on up days helps with fud and letting mNAV breathe and selling put options on Bitcoin with a small % of raised cash is also fantastic). Very excited to see both companies continue crushing the market.

The best hotel company is the one with the fewest hotels. This is why I Metaplanet 🔥

People panicking today after 100% up yesterday for Metaplanet $MTPLF. 😂. Not everyone has the stomach to ride this rocket.

I've updated my models from Metaplanet Dojo Discord Episode 2, starting them all at 6 mNAV (~30m shares have already been locked in slightly over a 6 mNAV). See more details in legend below.

Metaplanet will cross RIOT in short order and should cross XXI and MARA to achieve #2 around mid October according to our current trajectory.

Sorry, couldn’t resist loading up on more.

Calling their shots. None of my models include Metaplanet issuing preferred stock. Not rulling out a September shareholder meeting vote. Don't underestimate the power of preffered stock and the value of Metaplanet already having an income strategy to pay for it.

Metaplanet - 3350 now holds 13350 Bitcoin! Back to the chart mines 😅

Blood In The Streets #MSTR I buy high fear and sell high greed. Currently at $303.

Metaplanet is under $4. Insane when the 1mNAV price is around $3.

Gotta update more charts! MetaPlanet had 5k bitcoin when I bought in less than 2 months ago, and now has 11,111. More than a double. Get ready for another double soon, likely in July if I had to guess 📈

If we go any Higher, it's gonna get weird.

Metaplanet $MTPLF has proof of reserves. Metaplanet has an ATM-like system that works in such a way where new shares aren’t sold if the market is down for the day. They only sell into strength. You can even verify this yourself as I did. Metaplanet is aware of the value in “letting mNAV” run. Proof is in the historic mNAV chart and in interviews from Dylan and Simon. These are just a few basic reasons why I MetaPlanet! 🚀🪐

Metaplanet now holds 15,555 Bitcoin or 2.6% of $MSTR's holdings. Loving it.

Today will be a Metaplanet high volume record day. Almost 91m shares traded in the first 2.5 hours. Coinciding with a multi month low. Extrapolate however you wish.

Maybe MetaPlanet $MTPLF is $10 or maybe $50 in a few days, who knows. Parabolic short squeeze moves are very unpredictable. Very exciting to see how it all plays out. 😎🚀🪐 Small market cap companies can have wild returns during a situation like this. I know it’ll take much higher prices than $14 to temp me to sell any.

Still only 5000 people in this Metaplanet $MTPLF community. It was 600 end of April. So much upside everywhere I look 😎🚀🪐

Best single day portfolio gain of my life (by far). I imagine I’m not the only one in this group. Awesome day! #MSTR

As of yesterday I have no covered calls against my 1000 #MSTR leaps. Bought them all back for a profit. My bullish intuition is slowly rising from all this (predictable, sorry) sideways action in December and January.

The length of the previous and current Metaplanet $MTPLF pullbacks are basically the same now (equal transparent rectangles below).

Debt almost completely wiped out tonight and Metaplanet has enough cash in hand (from share selling June 9,10,11 and a bit after) to buy something like 2200 BTC. 5th place on the public company leaderboard is fast approaching! Very excited!

Felt really stupid when Fidelity called me today and recommended I move my cash to $FMPXX (I didn’t know this existed) money market fund instead of $SPAXX. Gets an extra 0.3% (right now 4.24% vs 3.94%). Requires >1 mil minimum position, though I think there’s a similar one that’s a $100k minimum with some boost over SPAXX. Still researching details but will likely make the switch. I hold enough cash to cover obligations and make sure I can stay retired with some buffer. The rest is in a beautiful little Japanese hotel company called Metaplanet $MTPLF.

Working on a list of reasons why I chose Metaplanet $MTPLF. Up to 31 reasons so far. I’ll aim for a long thread later. Got some reasons I may be missing? Please share 🙏. I want this to be as all inclusive as possible.

I’ve been an investor for 16 years and have NEVER been this excited about a stock. I plan on sharing 42 reasons why I’m bullish on Metaplanet $MTPLF during Episode 4 of Metaplanet Madness on Saturday 🫡

Metaplanet only needs 1720 more Bitcoin to climb from #8 to #5. Will this happen in 21 minutes or in a few days?

It’s been a while since I’ve wanted to buy actual shares, but I got the urge today. Also picked up some Feb 21 $350 strike calls yesterday. I could be wrong. My thought process is how low IV is, how tight the bollinger bands are, and I like us bouncing off the 20 week SMA with the weekly candle concluding today. Huge buys across the globe coming out don’t hurt my conviction. RFK Jr and others getting their positions don’t hurt my conviction either. #MSTR

Great to do episode 4 with @vinz0r! Over 10,000 live viewers at the end on a 2 hour episode. Thanks everyone for watching!

Had a new chart idea! Metaplanet's Price since late February in dotted orange vs the 3,5,7 mNAV calculated prices. This is gorgeous growth! Yield is so powerful.

Thank you. I do my best to never be an eternal fanboy of any stock. I shouted from the hilltops about Bitcoin in 2016, tesla in 2019, Bitcoin late 2020 again, MSTR late 2022 when I bought as many long term options as I could, MSTR again in 2024 especially 1-2 months before the Nov peak and called the top very closely. In April I was fortunate enough to have people encourage me to check out Metaplanet, and for the foreseeable future, I believe it’s the single best option for my money. I’m not always right. My batting average is much higher when I have high conviction and a longer view, but if I’m shouting from the hilltops, I promise it’s for a reason and I hope no one expects me to be an eternal cheerleader as I consider that either blind, dishonest or both.

Metaplanet: 1(2345) Bitcoin MSTR: 59(2345) Bitcoin. Love it!

Like everyone, I want more bitcoin. I found a way to retire much more quickly with Mstr options at the perfect time than if I’d held Bitcoin (I would still be working). I’m not a big fan of Mstr options when things are going well. I bought when it was $13 December 2022. Thesis was that if Bitcoin did a 50% rebound from 16k to 69k (bouncing to 42.5) before 2025, those options would 10-40x. They did. I retired. Metaplanet is speed running the game and has regional advantages which people underestimate. They have tremendous volume and exist in a country with very low interest rates and few companies doing very well. I’ve listed a ton of reasons why I love metaplanet. Took a little research, but on a per hour basis, it’s insane how much that research has already paid off and I believe will continue to.