
I gave my last of jar of ajvar to @TokenBrice for this video, please support me. Also, he’s smart, funny and cool. LI.FI Earn is live!
upandbeyond
5.2K posts

@upandbeyond
US-Japan Blockchain Biz Dev @BorderlessDAO; ex-@ConsenSys; @StanfordEng

I gave my last of jar of ajvar to @TokenBrice for this video, please support me. Also, he’s smart, funny and cool. LI.FI Earn is live!




On-Chain Summit by 071 Labs × Amber AC x Theoriq x GOAT Network Date: September 24 (Wednesday) Time: 10:30 AM – 5:00 PM (KST) Join: luma.com/aukj2cze During Korea Blockchain Week (KBW), 071 Labs, Amber AC, Theoriq, and GOAT Network are proud to host the On-Chain Summit. This is where narratives are shaped, challenged, and defined. The summit will feature 11 panels and keynotes covering the most critical topics in the on-chain ecosystem, including Agentic Finance, Bitcoin DeFi, Digital Asset Treasury (DAT), Real-World Assets (RWA), and the untold story behind DePIN infrastructure. Join us for a day of deep dives into the future of Web3. Host @071_labs Co-host @amber_ac_ @TheoriqAI @goatnetwork Sponsors @FractionAI_xyz @pharos_network @commondotxyz Panels and Keynote Speakers @chain_security @succinctLabs @lagrangedev @gegelz @jessiexiao_eth @goatnetwork @lombard_finance @proofofmud @tribecap @commondotxyz @AltiusLabs @MossAI_Official @longhashvc @PrismaXai @monad @theoriqAI @CambrianNetwork @FractionAI_xyz @veratheape @miranetwork @JoinSapien @pinai_io @theayawallet @pharos_network @centrifuge @PlayEstates @_inceptioncap @ark_stream @cryptocom @awakenliquidity @ArcanumCapital @nubilanetwork @tskinnt @WorldMobileTeama @acurast @Kaleido_io @071_labs @taeheecrypto Other Events: luma.com/071labs

I went from two visa rejections to an O-1 and then an EB-1 green card. It took years of building credibility: • Joined South Park Commons @southpkcommons • Raised $2.5M • Became a contributor @freeCodeCamp • Got media coverage





English Version Part 1: In a recent interview, Metaplanet $MTPLF CEO @gerovich mentioned that they do not merely want to be a company that passively holds Bitcoin, but are planning to turn Bitcoin into the core collateral of the future global financial system, ultimately building a Bitcoin financial empire. This conversation clearly lays out a phased roadmap for expansion. I’ll first briefly outline the two phases, then analyze in detail how acquiring a bank and integrating Bitcoin ecosystem companies could profoundly impact the company’s future: ⸻ 🟢 1. Overview of the Two Phases 🔹 Phase 1: Bitcoin Gold Rush •This is the current phase, focused on accumulating Bitcoin as rapidly as possible. •They are not concerned with short-term profits or share price fluctuations. •The key KPI: the scale of Bitcoin holdings. •Metaplanet’s strategy: •Issuing common shares (equity issuance) •Leveraging a high mNAV premium to raise capital •Converting funds directly into Bitcoin reserves Essentially, this phase is about monopolizing the scarcest asset first. ⸻ 🔹 Phase 2: From Holding to Leverage & Financial Infrastructure •Estimated timeline: 3–7 years in the future. •By then, Bitcoin will likely be formally recognized as collateral by banks in Japan and globally. •At that point: •Banks will offer custody services for Bitcoin •Bitcoin will be used as collateral for low-cost financing •Bitcoin will circulate in the banking system like bonds or equities Bitcoin will evolve from “digital gold” into global liquidity capital. ⸻ 🟢 2. The Profound Impact of Acquiring a Bank and Ecosystem Companies Simon stated clearly in the interview: “Once you hold a large amount of Bitcoin as an asset, you can raise low-cost financing, and even acquire a bank. You can also invest in or acquire other Bitcoin-related businesses.” This reveals two major strategic ambitions: 1️⃣ Directly incorporating a bank into their structure 2️⃣ Integrating other companies in the Bitcoin ecosystem In other words, their roadmap includes: •Acquiring a bank or financial institution •Embedding BTC reserves into the bank’s balance sheet •Acquiring wallet providers, payment companies, custody platforms, and exchanges •Building a three-part closed loop of “assets + credit + infrastructure” This would transform the company in three revolutionary ways: ⸻ 🌟 1. From Asset Holder to Capital Creator •If you only hold Bitcoin, you still rely on external banks to borrow against it. •If you own the bank yourself: •You can design Bitcoin-collateralized loans, staking products, and notes •You are no longer dependent on traditional banks for credit •You fully control rates and liquidity •If you also acquire wallet and payment companies: •You control user flows and the transaction layer •Bitcoin becomes the core settlement and payment mechanism within your ecosystem This is equivalent to owning both “the printing press” and “the payments highway.” ⸻ 🌟 2. Creating Multi-Layered Revenue Streams In the future, Metaplanet would evolve beyond “Bitcoin capital gains” to five major sources of income: •Capital appreciation: the long-term rise in BTC price •Net interest margin: profits from bank lending •Fee income: custody, staking, transaction fees •Derivative income: innovative Bitcoin financial products •Ecosystem monetization: wallet, payments, and exchange fees + user asset float This is similar to how Berkshire Hathaway uses insurance float to invest—but even more integrated with end-users.



ありがとうございました、Kyoto! You showed us what thoughtful energy looks like.. Steady, sincere, and full of spark!! We were lucky to build with you, connect with you, and share some truly special GMs with you. Both at IVS and right here at Cafe GM 🌿 We’ll be back in Japan very soon for WebX Tokyo this August 🇯🇵✨ But before that… next stop: Hanoi 🇻🇳 @gmvn_official Can’t wait to see you there, frens!! 🤝 Register here for Hanoi👇 DAY 1 lu.ma/CafeGm_Hanoi1 DAY 2 lu.ma/CafeGm_Hanoi2





