Billy Jo

True wealth: 1.Mission that motivates you 2.Good quality of sleep 3.Unlimited time spent at the gym 4.Good relationships with family & friends In general, follow good energy.

Centuries worth of financial wisdom perfectly summarized in 17 words.

@talkingaboutax @wealth_director @readwise save thread

Billionaires, oligarchs, and other uber-rich elites use offshore financial systems to hide their assets and identities. A recent study from 65 countries found three distinct patterns of how they do this: (1/16)

@rsarver @readwise save thread

@gerovich Never thought about investing in a hotel company in Japan since Oct 2024. Let's go, boss!

株主の皆さまへ。2026年3月31日時点で、メタプラネットの株主数が250,029名となりました。皆さまのご支持に、心より感謝申し上げます。 To our shareholders: as of March 31, 2026, Metaplanet's registered shareholder count has reached 250,029. Thank you for your continued trust and support.

@tferriss A peaceful mind is worth more than anything

If we assume the point of investing is ultimately to improve your quality of life and the quality of life of those you most care about, investments that consistently add stress over long periods of time probably don’t make sense. Money is traded for things or experiences that catalyze certain feelings. If your investments are generating the opposite spectrum of feelings, it might be time to reassess. It’s easy to miss the forest for the trees. Money is a means, not an end. And in the end, most things matter very, very little. Do what helps you sleep at night and wake up with a low heart rate. To me, those are the hallmarks of a world-class investor who gets the big picture.

머스크가 처음 전기차, 재사용로켓, 스타쉽, 자율주행, 휴머노이드, 화성을 이야기할때 그건 애초에 월가의 분석가들이나 방구석의 트레이더들이 이해할 수 있는 개념이 아닌것. 그는 지구 원시 문명을 하드케리해서 다음 문명으로 옮기는 게임을 하고 있는것. 그걸 몇년안에 몇프로 투자수익을 보겠다고 계산기 두드리고 있다면 이미 잘못된 게임에 발을 들여 놓는 것. 이건 문명 게임이지 투자 게임이 아니야.

@H100Group @Sanderandersenn @Wiik_Johannes Let’s go! Will soon write about why I started investing in H100 on my website bjunjo.com/en

H100 has signed an LOI for a strategic acquisition expected to increase its bitcoin holdings to 3,500 BTC. The transaction would position H100 as one of Europe’s largest publicly listed bitcoin treasury companies.

비트코인은 황제다. 마이크로스트레티지(MSTR)는 미국의 왕이다. 그렇다면 메타플래닛(3350)은? 일본의 쇼군이다. 2024년 10월, 나는 MSTR의 상승을 보며 아시아 버전을 찾고 있었다. 딜런 르클레어 합류, 비트코인 매거진 재팬과의 파트너십, 그리고 압도적인 비트코인 축적 속도. 100엔에 처음 샀고 1,800엔까지 한 주도 팔지 않았다. 하락장엔 더 샀다. 대중은 MSTR이 이미 올랐으니 비트코인 트레저리 트레이드가 끝났다고 한다. 틀렸다. 2000년에 아마존이 있다고 인터넷 혁명을 놓쳤다고 말하는 것과 같다. 아시아 버전은 이제 막 시작됐다. 내일 3월 24일, 메타플래닛 주주총회와 비트코인 재팬 포럼 참석을 위해 도쿄로 간다. 에세이 전문: bjunjo.com/ko/metaplanet-… P.S. See you tomorrow in Tokyo, @DylanLeClair_ @gerovich 🇯🇵

I just published a new essay: Metaplanet (3350) — Asia's MSTR, and why the timing is not missed. Many think the Bitcoin treasury trade is over because MSTR already ran. They are wrong. That is like saying you missed the internet because Amazon already existed in 2000. The playbook is being replicated globally, and Asia's version is just beginning. Here is why I hold a significant position and why I'm flying to Tokyo tomorrow for their shareholder meeting. Read the full essay here: bjunjo.com/en/metaplanet-… P.S. See you tomorrow in Tokyo, @DylanLeClair_ @gerovich. Looking forward to the shareholder meeting and the Bitcoin Japan Forum 🇯🇵🤝

STRC가 잘 팔리면 비트코인을 더 사고, 보통주 (MSTR) 투자자들의 비트코인 지갑은 더욱 커짐. 결국 STRC 투자자들은 확정적 수익을 얻는 대가로 상방 (upside)는 MSTR 투자자가 가져가는 구조. 대신 하락도 다 맞음. 그래서 은퇴에 가까우면 STRC가 은퇴에 멀면 MSTR이 더 좋을 듯

내가 STRC에 관심이 가는 이유 1. 역사적 패턴: 무한 증발되는 화폐는 결국 가치를 상실한다 (로마~현재) 2. 진화의 방향: 미국채 담보 스테이블코인 → 비트코인 담보 스테이블코인…근데 여기에 월배당까지? 3. STRC의 혁신: $100 가치 고정 + 연 10% 월배당 위대한 자산을 소유한 기업 MSTR이 내놓는 위대한 제품 STRC. 이 거대한 금융 실험을 1열에서 지켜보는 재미가 쏠쏠하다

@gerovich This is great news. I am glad to see Metaplanet is thinking long-term to help building the Bitcoin ecosystem. Let's go!

Today our Board approved the establishment of two new wholly owned subsidiaries, Metaplanet Ventures and Metaplanet Asset Management. Metaplanet Ventures is our commitment to Japan's Bitcoin ecosystem. We'll be investing ¥4 billion over the next few years into companies building Bitcoin financial infrastructure in Japan. Lending, payments, custody, stablecoins, derivatives, compliance. We're also launching an incubator for early stage Japanese founders and a grants program for open source Bitcoin developers, educators, and researchers. Japan has built the best regulatory framework in the world for digital assets. Now it needs the companies, the builders, and the infrastructure to match. We want to help make that happen. Metaplanet Asset Management, based in Miami, will be our digital credit and Bitcoin capital markets platform, bridging Asian and Western capital markets across yield, equity, credit, and volatility strategies. More to come as we launch specific products. Our first investment through Metaplanet Ventures: up to ¥400 million into JPYC, Japan's first licensed yen stablecoin. Every Bitcoin transaction has two sides. Bitcoin and a currency. As this market goes institutional, that currency side goes digital. JPYC is building that rail in Japan and we want to be part of it. TSE disclosures linked below.

I did the maths. $STRC changes the "FIRE" movement forever. It cuts the time it takes to retire in half. The FIRE movement is built around the 4% safe withdrawal rule. The logic is simple: -You need 25x your annual expenses because markets historically return ~7%. -You withdraw 4% to live on and the remaining ~3% compounds to keep up with inflation. But if you introduce $STRC yielding ~11.5%, the entire equation changes. You could theoretically: -Spend ~8%. -Reinvest ~3.5% to maintain purchasing power. The retirement multiple literally collapses... 25x expenses ---> 12.5x expenses. In other words it cuts the FIRE number in half. $STRC makes the 4% rule obsolete. This is how Saylor and Strategy will bring retirement to a billion people.

@ZynxBTC STRC accelerates the FIRE movement. Especially as AI eats jobs, more people seek ways to earn money beyond labor. STRC can be a good option for many in the coming AI age.

S&P 500-backed FIRE: If you spend $100K per year, you need ~$2.5M with a max safe withdrawal rate of ~4%. STRC-backed FIRE: If you spend $100K per year, you need ~$1M with a max safe withdrawal rate of ~10%. Of course, STRC is new. S&P 500 is timeless. Looking at the first principle: STRC is betting on the Bitcoin network. S&P 500 is betting on the American economy.

The entire "FIRE" movement will be completely upended by STRC. Why live off 4% a year when you can get 11.5%? The gift of STRC is the time it gives you back from the FIAT slave system that stole it. This will be how most people benefit from Bitcoin and they won't even know it.

@SleepDeez Best kind of water💦

Needed water BAD, so I grabbed this and got the surprise of my life before bed. Who knows what when wrong? 🤣

@yasminekho @readwise save thread

In 2023, Stanford professor Matt Abrahams gave a masterclass on how to think fast & speak smartly on the spot. He explained: • Why anxiety destroys clarity • How structure beats intelligence • Secret to spontaneous charisma 12 lessons to master communication in real time:

@gerovich Coming from Korea. Been a shareholder since 2024. Let’s go 💪✈️

年次株主総会まで、あと19日！ ご来場の皆さまには、メタプラネット限定グッズや特別特典をご用意しています。さらに、当日発表のボーナス特典も…！ ぜひ会場でお会いできることを楽しみにしております。 ご登録はこちら👇 portal.metaplanet.jp/ja/events/agm2…

@Tesla_Optimus @OwenSparks LOL😭😂

@OwenSparks Stop bodyshaming me

Kind of scary when you look closely 😂