Dylan LeClair
36.6K posts
Dylan LeClair
@DylanLeClair
Bitcoin | @Metaplanet Bitcoin Strategy - $MPJPY | $MTPLF |
Se unió Ağustos 2013
6.6K Siguiendo432.2K Seguidores
@zXGkwAhNzp93499 世界一の天才エンジニア集団なので、やろうと思えばできると思いますが、当社は上場企業なので契約書に沿ったホワイトハッキングしかしません☺️
日本語
【特大IR】ホリエモンこと『堀江貴文』氏のアクセス不能な「暗号資産（ETH）」復旧に成功！世界1位の技術力がこじ開ける“60兆円市場”、唯一無二の独占市場📈🚀
本日、『売れるネット広告社グループ（9235）』から、日本の暗号資産史に刻まれる歴史的なIR（適時開示）が行われました❗️
長年、世界中の専門業者が匙を投げ、「国内最難関」とされてきたホリエモンこと『堀江貴文』氏のアクセス不能な大量のイーサリアム（ETH）の復旧に、ついに成功いたしました‼‼💎
📈特大IRはこちら‼️📈
nikkei.com/nkd/disclosure…
■ なぜ、このニュースが「歴史的」な成果なのか？
今回の成功は、単なる一顧客の復旧ではありません。『売れるネット広告社グループ（9235）』ビットコイン・セイヴァーが、ハッキング技術の世界大会で2017年に世界1位を獲得したトップエンジニアを擁し 、世界中の競合が不可能な案件を完遂できる「唯一無二の存在」であることを証明したからです 。
さらに特筆すべきは、その圧倒的な収益モデルです。
■ 成功報酬40%。利益へのインパクトは“ズバリ”以下の通りです
売れるネット広告社グループ（9235）のビットコイン・セイヴァーは、「回収資産の40%」を成果報酬とする高収益モデルです 。
そのため、今回の『堀江貴文』氏のような大口案件や、今後の回収成功における当社への収益インパクトは、以下の試算通り、連結業績へ極めて重大なプラスの影響を見込んでおります 。
●1億円分を復旧 → 【売上総利益 約4,000万円】❗️
●10億円分を復旧 → 【売上総利益 約4億円】❗️
●100億円分を復旧 → 【売上総利益 約40億円】❗️
●1,000億円分を復旧 → 【売上総利益 約400億円】❗️
『堀江貴文』氏の伝説的案件を成功させた実績は、今後、世界中から同様の超大口案件を引き寄せる最強の信頼の証となります 。
代表の岩田氏はこれまでに暗号資産を復旧する実績を有しており【解決率90％以上】、高度な技術力を背景に同業他社で対応不可だった案件も数多く解決に導いております。
■ ターゲットは「60兆円」。世界市場を独占するユニコーンへの道
世界で約60兆円相当とされるアクセス不能な暗号資産市場に対し、当社は国内上場企業として初めて参入いたしました 。この巨大なブルーオーシャンにおいて、「世界トップの技術力」と「堀江貴文氏の成功実績」を持つ当社は、極めて優位な立場にあります 。
今回の成功を最大のレバレッジとし、当事業を数千億円規模のユニコーン事業へと急成長させ、株主価値を極大化させてまいります 。
「世界1位の技術力」が、今、60兆円の扉をこじ開けました❗️
売れるネット広告社グループの新たなステージに、どうぞご期待ください‼️📈🚀
加藤公一レオ
売れるネット広告社グループ株式会社 （東証上場 証券コード9235）
創業者・取締役会長
#ホリエモン #堀江貴文 #BTC #ETH #暗号資産 #仮想通貨
日本語
【悲報】ビットコイン、終わる😭
売れるネット広告社の"世界一の天才エンジニア集団"によると、サトシナカモトの110万BTCも復旧できるとのこと。
これは現在の価格で12.4兆円相当で、マイニング済みビットコイン全体の5.5%を占める。
日本語
Dylan LeClair retuiteado
Dylan LeClair retuiteado
Strategy announces new $21 Billion $STRC ATM Program and new $21 Billion $MSTR ATM Program. strategy.com/press/strategy…
English
私が祖父から言われて印象に残っていること
母方祖父「戦争で色々拠出したのに戦後財産税で全部没収された、国の言うことは信用するな（意訳）」
父方祖父「国の借金が増えており、かならずインフレでチャラにしようとする。お金の価値は国次第でどうにでもなるのでお金の価値を信用するな（意訳）」
日本語
@bradmillscan Claude cowork works great for most everything you want to build and is much more cost effective because Anthropic subsidizes the tokens so it's materially cheaper
English
If you have activity bias, ADHD or anything resembling OCD, OpenClaw is a terrible drug and productivity poison.
After 40 days in the trenches with this thing, my life is measurably worse.
OpenClaw is a lot like crypto trading, gambling or playing video games.
Most ppl are going to lose, and you’re going to feel like shit when you’re done - likely only 1% of ppl will find it additive to their lives.
I am in a constant state of stress. I’m skipping workouts, my vision is fucked from 12-15 hrs a day on screens, my forearms are fucked from too much typing.
There’s a never-ending maze of rabbit holes to fall down, footguns to step on and moles to whack.
Plus when you finally do get it going, you start projects and don’t finish them because half way through something breaks.
I’m not hitting the gym as often as I should, not eating right and I’ve completely lost sight of my goals and why I started in the first place.
The idea of OpenClaw is so compelling and it’s very exciting when I get glimpses of what the future is going to be like when this is not a patchwork of chaos.
This tech is dangerous.
I know I said this last week but I need to take a break … I’m burnt out from all the constant debugging and errors across every fucking surface of this thing.
It’s like trying to fly a plane without a license … oh and it’s on fire…and you’re on crack.
English
Dylan LeClair retuiteado
JUST IN: 🇺🇸 CFTC announces Futures Commission Merchants can accept Bitcoin as margin collateral.
English
Dylan LeClair retuiteado
Morgan Stanley Wealth Management oversees about $8 trillion in AUM and recommends 0–4% bitcoin allocation. A 2% allocation would represent $160 billion, ~3X the size of IBIT. $MSBT: Monster Bitcoin.
Bitcoin News@BitcoinNewsCom
NEW: Morgan Stanley files second amended S-1 for its proposed spot Bitcoin ETF.
English
Dylan LeClair retuiteado
世間は3連休に入りましたね。
いかんせん、メタプラネット（メタプラ）の直近の値動きだけで一喜一憂している方が多いようですが、
企業が裏で回している
「本当の錬金術」に気づいていますか？
今回は、BTCの暴落すら利益（本来の目的）に変えてしまう、
メタプラのバグレベルの戦略を動画で完全解説しました。
① 単なるガチホではなく、「プットオプション売り」で一撃数億円の手数料を獲得
② 下がれば安値で現物BTCをゲット、下がらなければ手数料が丸儲けになる完全無欠のループ
③ 決算書にも記載された「年間約80億円」のオプション収入の破壊力
目先のノイズに惑わされるのではなく、
こういう大口の裏のカラクリを冷静に見極めて下さい。
今年はさらにキャッシュを手に入れているので、この収益はさらに跳ね上がると睨んでいます。
👇
youtu.be/auyotLgjnwM
※観たら高評価をお願いします！
#メタプラネット #日本株 #オプション取引 #現物推奨
YouTube
日本語
Dylan LeClair retuiteado
$STRC is engineered for high yield (11.5%), low volatility (1.7%), an exceptional Sharpe ratio (4.60), and deep daily liquidity ($209M). Track these metrics daily at strategy.com.
English
English
CB buyers in size generally want an issuer soft call to be no shorter than 3-4 years out, depending, albeit at a higher premium than 10%, but also usually with an investor put right a year or so earlier.
Meaning you have to pay back principal in the worst times, early.
Whereas the primary ‘risk’ for this structure, is the right tail; an absolute monster move in BTC, which frankly, would be a massive tailwind for the business in many respects- and is something we can quantify *and* hedge.
English
An interesting way to frame it. Metaplanet's equity + warrant deal gives vol traders something to work with without having to issue debt (convertible bonds).
Without the guaranteed return of principal of bonds, it makes sense that equity + warrant pricing was lower than it might have been for a CB. There is meaningfully higher risk to the buyer. Even so, I would like to have seen warrant pricing higher. On net, this deal is sort of like issuing a convertible bond with a ~9% premium (averaging the premiums of the shares and the warrants).
Simon Gerovich@gerovich
Breaking down our latest raise. Our single KPI is Bitcoin per share. Every capital decision we make gets measured against that. After our last institutional offering, we heard from shareholders that they wanted us to think differently about how we raise capital. The demand was still clear: more Bitcoin. So here's what we did. Japanese PIPEs typically price at a ~10% discount to market. We sold shares at a 2% premium to market and packaged our equity vol into fixed-strike warrants at a 10% premium. The company gets immediate capital to grow the Bitcoin balance sheet. If the stock goes higher and warrants are exercised, we receive additional capital at a price above today's market. The investors get to express a view on volatility. This isn't zero-sum. Both sides can win. This is the same playbook MSTR pioneered with convertible bonds. A 0% coupon convert was a bond and an embedded call option packaged into one security. The coupon was zero because the embedded option on a levered BTC vehicle was so valuable it replaced the coupon entirely. The bondholder wasn't lending for free. They were paying for vol. Saylor understood this before anyone else in BTC and it unlocked a new paradigm for Bitcoin treasury capital formation. Same principle, different wrapper. We used stock plus warrants instead of converts, so there's no debt, no maturity risk, no overhang, no ongoing dividend or interest payments. The capital structure stays clean with no debt sitting above equity holders, and that's by design. 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 the dominant issuer of Bitcoin backed fixed income instruments in Japan. And finally, we run one of the most active BTC derivatives books in the world. Every scenario here has been stress tested and is being managed, including the tail risk on future warrant exercise. We built this company around Bitcoin volatility and BTC Yield. This is what we do. This is permanent capital with no ongoing cost. The proceeds go to Bitcoin. ~$255M now. Up to ~$531M on exercise. March toward 210,000 BTC continues.
English
Dylan LeClair retuiteado
Breaking down our latest raise. Our single KPI is Bitcoin per share. Every capital decision we make gets measured against that. After our last institutional offering, we heard from shareholders that they wanted us to think differently about how we raise capital. The demand was still clear: more Bitcoin. So here's what we did.
Japanese PIPEs typically price at a ~10% discount to market. We sold shares at a 2% premium to market and packaged our equity vol into fixed-strike warrants at a 10% premium. The company gets immediate capital to grow the Bitcoin balance sheet. If the stock goes higher and warrants are exercised, we receive additional capital at a price above today's market. The investors get to express a view on volatility. This isn't zero-sum. Both sides can win.
This is the same playbook MSTR pioneered with convertible bonds. A 0% coupon convert was a bond and an embedded call option packaged into one security. The coupon was zero because the embedded option on a levered BTC vehicle was so valuable it replaced the coupon entirely. The bondholder wasn't lending for free. They were paying for vol. Saylor understood this before anyone else in BTC and it unlocked a new paradigm for Bitcoin treasury capital formation.
Same principle, different wrapper. We used stock plus warrants instead of converts, so there's no debt, no maturity risk, no overhang, no ongoing dividend or interest payments. The capital structure stays clean with no debt sitting above equity holders, and that's by design. 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 the dominant issuer of Bitcoin backed fixed income instruments in Japan.
And finally, we run one of the most active BTC derivatives books in the world. Every scenario here has been stress tested and is being managed, including the tail risk on future warrant exercise. We built this company around Bitcoin volatility and BTC Yield. This is what we do.
This is permanent capital with no ongoing cost. The proceeds go to Bitcoin. ~$255M now. Up to ~$531M on exercise. March toward 210,000 BTC continues.
English
Dylan LeClair retuiteado
NEW: Michael Saylor's Strategy could surpass BlackRock's BTC holdings in the next couple weeks 👀
English
Dylan LeClair retuiteado
@chamath If AI compresses terminal value and makes every moat temporary, capital will rotate to assets with no disruption risk. Bitcoin is Digital Capital - scarce, neutral, and impervious to AI disruption. $BTC should be the primary beneficiary of this shift.
English
Dylan LeClair retuiteado
Last two weeks marked an inflection point in @Strategy’s $BTC journey.
Bewilderment will intensify.
Michael Saylor@saylor
Strategy generated ₿16,622 of BTC Gain last week, worth ~$1.2 billion. BTC Gain is the closest analog to Net Income on the Bitcoin Standard. $MSTR
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English
Dylan, simply ignore those whiners, and continue to relentlessly execute and build. It doesn't matter what you say, because their emotional fortitude is the underlying issue.
If people trust in your team's ability, they should stay invested.
And if they don't trust you, they should sell and get it over with.
I haven't sold a single share in the past 6 months, but have kept adding.
It's now deep winter in Metaplanet land, but cherry blossom season is near, I reckon. 🌸
English
Metaplanet has issued 100 million Moving Strike Warrants with a first-of-its-kind mNAV clause. Exercise is only permitted when the stock trades above 1.01x mNAV, ensuring every share issued increases shareholder value. This enables the company to raise an estimated $234M in additional capital to buy BTC, unlocked only when it's accretive to BTC per share. $MPJPY
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Dylan LeClair retuiteado
NEW: $14 trillion BlackRock says Bitcoin ETF investors are "long term buy and hold fundamental type investors" and flows are positive 🚀
"90% of the investor base" are steadily accumulating during this bear market 🐂
English