Ragnar ✓

[text] Why did Metaplanet switch to quarterly announcements? (This is a long and important post. Please read carfully.) A lot of Metaplanet shareholders are wondering why Metaplanet changed from frequent announcements to a quarterly rhythm with regards to their Bitcoin purchases.

[text] There are probably less than 10,000 of us in the whole world who fully understand the Bitcoin treasury and digital credit business model. And I think I‘m being generous. Few.

[image] Reading through the Japanese comments under Simon‘s post gives me the creeps. Why are Japanese Metaplanet investors so whiny lol? 😅 A lot of them also don‘t seem to understand the playbook at all. Weird.

[image] And just like that, the Metaplanet team delivered. Metaplanet added 5,075 BTC during Q1 for $79,898 per Bitcoin. They increased their stack by 14.5% while increasing their Bitcoin per share by 2.8%. Their income generation business generated ~$18.63 million of operating

[video] Bitcoin treasury company investors waiting for spring to return.

[text] Remember the Strategy FUD in 2022? „Saylor about to get liquidated any day now.“ „It‘s a house of cards.“ etc. etc. Metaplanet is living through their Strategy 2022 moment right now. Once they get through it, today‘s whiners will turn into superfans. Bookmark it.

[text] Monday's used to be the most exciting days for Bitcoin Treasury companies, with one announcement chasing the other. It seems that we're slowly getting back into this rhythm: - H100 announcing a deal to bring their Bitcoin stack to potentially 3,500 BTC - CapitalB purchasing 44

[text] Here's what the CEO of Metaplanet said today: "When we issue preferred shares, the balance sheet underneath needs to be pristine. Every Bitcoin we add strengthens that foundation. The bigger the base, the more credible the credit. We are intentionally building this to become

[video] Metaplanet will launch a credit card this summer. 1.6% of card spending returned in BTC. Bullish on this Japanese hotel company.

[image] Metaplanet closed +10.70% in Tokyo. To anyone who hasn't received the memo yet: Bitcoin treasury companies are *amplified* Bitcoin. Amplified on the way down. But also amplified on the way up. Imagine where Metaplanet will be at Bitcoin $200K. Bullish on this Japanese hotel

[text] I expect that Metaplanet will announce a large purchase until the end of Q1, similar to Q4. Also, once Bitcoin recovers to 100K, their playbook will likely work a lot better. There‘s still deep winter in Japan, but cherry blossom season is near. 🌸

[text] Dylan: "to prepare for prefs **without** taking on additional senior obligations." 👀👀👀

[image] Metaplanet has published a detailed explanation of their recent capital raises. Here's a 🧵 of the most important slides. Use of proceeds:

[image] Metaplanet is up 5.39% in Tokyo today. Let‘s not forget that Metaplanet owns 40,177 Bitcoin. They made $88 million today. And they will make: +$40.18 million for every $1,000 rise in Bitcoin +$401.8 million for every $10,000 rise in Bitcoin +$4.02 billion for every

[image] Capital Group adds to their Metaplanet position and now owns ~5.4% of the fully diluted share count. The smart money is buying. Be like them. Bullish.

[image] Metaplanet is now only 3,337 Bitcoin away from the #2 spot. Let‘s fucking go.

[video] The balls of a long-term Metaplanet investor.

[video] Back above 300 Yen. We‘re not leaving.

[image] NOW WE RIDE, WARRIORS!

[image] Love to see CapitalB's Bitcoin accumulation engine re-ignite slowly but surely. Great work, @AlexandreLaizet and team.