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Cameron
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Cameron
@Cam282930
iron worker. Investor . Gym Guy. healthy lifestyle
Pennsylvania, USA Katılım Eylül 2021
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私のMetaplanetに関する見解はシンプルです。
ビットコインを信じているか？ はい。
Strategyを信じているか？ はい。
この2つの前提に基づけば、Metaplanetは必ず成功し、BTCとStrategyの両方を上回るパフォーマンスを発揮するはずです。
なぜでしょうか？
Metaplanetは規模がはるかに小さい。今後数年でビットコインの保有量を10倍に増やすのは容易でしょう。Strategyにはそれができません。
日本市場は、ビットコイン・トレジャリー会社にとって世界で最も魅力的な市場です。高い貯蓄率、税制優遇、低利回り債券市場。
Metaplanetのチームは、Strategyに次いで世界で2番目に優れたチームです。ある意味では、世界最高と言えるかもしれません。
私は2023年初頭の15ドルから300～450ドルまでStrategyの株を保有し、投資を続けました。
そして今、Metaplanetの株を4ドルから100ドル、そしてそれ以上へと投資する時が来たと考えています。
私はこの言葉をよく思い出します。
「私の最大の過ちは、何かを知った時に十分な量を買わなかったことだ。」 — ウォーレン・バフェット
だからこそ、ストラテジー・ファンドからメタプラネット・ファンドに完全に資金を移すことにしたのです。
ストラテジー・ファンドは今でも大好きですし、いずれ買い戻すつもりです。
しかし、当面はMSTRのATM（アット・ザ・マネー）をゼロにせざるを得ませんでした。
税金対策のためにMSTRの株をいくらか保有していますが、しばらくは売却できません。
つまり、私はとんでもない大馬鹿者か、それとも英雄かのどちらかでしょう。
ゼロか、ヴァルハラ（天国）か、どちらかしかないのです。
Ragnar@RoaringRagnar
My Metaplanet thesis is simple. Do I believe in Bitcoin? Yes. Do I believe in Strategy? Yes. Given those two assumptions, Metaplanet has to do well, and outperform both BTC and Strategy. Why? They are much smaller. They can comfortably 10x their Bitcoin stack in the next few years. Strategy can‘t. The Japanese market is the most attractive market for a Bitcoin Treasury company in the world. High savings. Tax benefits. Low bond yields. The Metaplanet team is easily the second best team in the world, after Strategy. In some respects even the best. They will very likely launch preferred shares in the next 3-6 months. $900M+ worth of them. They will likely uplist to Nasdaq or NYSE in the next 12-18 months. They will likely complete their 555 ATM program in the next 3-4 months, and then launch a plan with 2x the size (1,111 plan). I rode Strategy from $15 in early 2023 to $300-$450. And now it‘s time to ride Metaplanet from $4 to $100 and beyond. I think about this quote a lot: „My biggest mistake was not buying enough when I knew something.“ — Warren Buffett That‘s why I decided to fully rotate out of Strategy and into Metaplanet. I still love Strategy, and I will likely purchase my shares back at one point. But for the time being I had to run my MSTR ATM to zero. I still own some MSTR shares for tax reasons, but those I can‘t sell for a while. So either I will go down as a total moron, or a hero. Zero or Valhalla—nothing in between.
日本語
@jadahite24 the most beautiful person I’ve ever had the pleasure of meeting
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Calling Elon to the front please
Michael Saylor@saylor
Three perfect products: A car that drives you. A robot that serves you. An asset that pays you.
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@saylor @chowcollection Calling Elon musk to the front of the line !
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Three perfect products:
A car that drives you.
A robot that serves you.
An asset that pays you.
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Who wants to play 2K , 8 hours a Day for 5K a Month 👀
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> Sell crypto to pay your taxes
> Trigger taxable event
> Owe more taxes
> Sell more crypto and repeat
Or
> Borrow USDC against your crypto
> Convert it to USD instantly
> Pay Uncle Sam
> Keep your bags and thank yourself later
Your choice.
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most people still don’t understand what’s happening
>~75% age reversal in animals in weeks (David Sinclair)
>first human trials for age-reversal pathways FDA greenlight is underway
>AI is compressing bio timelines by an order of magnitude
the curve already bent in Q1 2026
brace for bio/acc, the acceleration will be brutal.
Kekius Maximus@Kekius_Sage
🚨 Futurist Ray Kurzweil predicts: by 2030, humans could be closer than ever to immortality, thanks to nanobots. Ray’s been right about ~86% of his past predictions. This could be his boldest yet.
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