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] #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.

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

[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.

[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