Cryptodreams

$MSTR $MTPLF $BTC

what happened….

Exactly one year ago today I started to accumulate Metaplanet for around 344 Yen per share. I remember how @DylanLeClair reached out proactively and took the time to answer my questions. I appreciated that a lot. As I deepened my research, I kept buying more shares over the next days and weeks. 6 weeks after my initial purchase, we hit an all-time high of 1,930 Yen. I've never seen such a steep rise in anything I ever bought. This rise caught me by surprise, as I'm a long-term investor and haven't even finished my research yet. I think in years, not weeks. Over time, I used my famous MSTR ATM to rotate most of my MSTR into Metaplanet. Today, I control 2+ million shares and am as bullish as I ever been. The winter was hard, not gonna lie, but we're mostly through it now. So many people gave up and sold the bottom. Not me. I kept accumulating over the past 6 months. Here's my current thesis for Metaplanet: - Metaplanet will soon be the #2 Bitcoin Treasury company in the world, and will stay there - I expect them to reach 500K+ Bitcoin over time, growing their stack by 10x - Japan has a population of 122 million people, ranking as the 12th most populous country in the world - This month, Japan’s Cabinet approved landmark legislation to reclassify Bitcoin as a financial product / financial instrument. This will reach full operational status by January 2028 - Metaplanet currently owns ~87% of all the Bitcoin held by public companies in Japan. I expect this share to grow over time, making Metaplanet the Strategy of Japan (and possibly whole Asia) - Japan's population owns $14.8 trillion in household assets, of which $7.2 trillion in cash & deposits - Cash held in ordinary bank accounts (savings/checking-style deposits) in Japan currently yields around 0.30–0.32% per year - Typical money market funds yield 0.45–0.65% per year - That's exactly the opportunity for Metaplanet's upcoming preferred shares. By offering yields of 4-8% they tap into this vast pool of household assets, which will be the engine of Metaplanet's growth - I see the chance of a successful MARS and MERCURY IPO at 80%. Japan is conservative and slow, but I expect the IPOs to eventually be approved - Until then, we have ample time to accumulate shares for an undervalued price. Remember Warren Buffett who said "be fearful when others are greedy, and greedy when others are fearful" - When the pref IPOs are approved, it will be too late to buy at this hugely undervalued price - Metaplanet runs a sophisticated derivatives operation, generating regular and growing income - This income will be enough to buy the pref dividends, eliminating the need to sell common stock to fund the dividend payments - Metaplanet will build other operating businesses with the goal to build, operate, or invest into the Bitcoin infrastructure of Japan - Metaplanet will develop Bitcoin-focused capital markets products, bridging Asian and Western institutional capital flows - Metaplanet has the #2 team in the space (after Strategy), and in some respects they are the leading company (e.g. running a derivatives book) - I expect their mNAV to expand once Bitcoin's growth returns, fueling their growth by juicy common stock sales, as they did in the first 6 months of 2025 - I bought a large stake in MSTR in early 2023 for ~$15 per share, riding it until ~$450 per share. I expect to repeat this with Metaplanet That's just a short summary, and I'm sure I forgot a few points. I can't wait to see what @gerovich and his team will cook in the months and years to come. Bullish on this Japanese hotel company.

@Fityeth @Roaddawg45013 @apocalypticapes #aapes and queens #aapesarmy

Apocalyptic Apes are a must hold 🦧 opensea.io/item/ethereum/…

5 NFTs I’m personally sweeping this week (no paid hype, just what I actually loaded) 🧵

@MaxCrypto Unfortunately, many of us were wrong. I remember that in 2021/2022 someone said that it would be the last altseason, and so it was.

We waited 4 years for this shit.

@apocalypticapes 😎😎

Wake up 🔥

Who will be my new owner?

@apocalypticapes how amazing you are

Imagine 🦍

@ENJU1123PIPI Shoes should not be brought into the house; at most, they should be taken off in the entrance area.

日本🇯🇵では 家に入るとき必ず靴を脱ぐ 玄関 という 靴を脱ぐ専用のスペースがある あなたの国では 家の中でも靴を履いてる❓ それとも脱いでる❓ これって私は結構大きな文化の違いだと思うんだよね🤔 世界的に見たら脱ぐ方が少ないのかな❓

@DapsGiminez @nyp_qoo hours spent with family, young children are worth more than any promotion

ある男性は、40年間静かに昇進を拒否し、毎朝の朝食で子どもたちの顔を見ることができるようにしています。不平も自慢もせず、「私が犠牲にしたものをご覧ください」もありません。彼はその重荷を一人で背負い、妻は長い会話を一切せずにすべてを理解した。 彼女はたった今、彼の好きな料理を作りました。彼はその静かな驚きとともにそれを食べました。 それは本当の愛です。大きな約束や壮大なジェスチャーではなく、何十年にもわたる静かな選択であり、「あなたと私たちの家族は、どんな称号やより大きな給料よりも価値がある」と言っています。

父の退職金が少なかった。 封筒を持って帰ってきた。 その日定年退職をした。 40年働いた会社だった。 母が中を見て、 「思ったより少ないね。」 父が「そうだな。」 それだけだった。 夜、母に聞いた。 「退職金、少なかったの。」 母が少し間を置いた。 「お父さんの同僚の人から連絡が来てね。」 「なんて。」 「お父さんが若い頃からね。」

@learning_yohei buy short pasta if you want it short

日本からこんにちは🇯🇵👋 イタリア人に質問があります🇮🇹🙋 イタリア人ってパスタを折ってから茹でると怒るの？🥹🍝

@kimkiminvestor no worries, I mediate with MSTR MTPLF and ETH

ビットコイン投資家の皆さん。 全投資のうち何%がBTCですか？ 僕は現在30%ほどですが、もう少し増やしたいと思ってます。 まさか投資の100%がBTCで占めてるなんて頭のおかしい人はいないよね？

@montemagno Amavo un sacco i tuoi video fino a 5 anni fa, imperdibili, li suggerivo a tutti, poi tutto é cambiato

Ho scritto che le email andrebbero preparate con l'AI. Apriti cielo. "Uccide la creatività!" "Distrugge il pensiero critico!" "Siamo alla fine della civiltà!" Gente che fino a ieri leggeva la Gazzetta dello Sport e faceva le parole crociate in treno, oggi si è svegliata Umberto Eco. Persone che scrivono email con "Cordiali saluti e buon proseguimento di giornata" — copia-incollato dal 2008 — mi spiegano che l'AI uccide l'originalità. Ma vi rendete conto? Non vi sto chiedendo di far scrivere all'AI il vostro romanzo. E neanche di parcheggiare il cervello (l'opposto esatto e se solo uno usasse un agente AI 10 minuti capirebbe chiaramente che amplifica e non diminuisce). Vi sto dicendo: quell'email di follow-up al fornitore, quella risposta al cliente che dice sempre le stesse tre cose, quella comunicazione interna che nessuno legge comunque — fatela preparare a un tool che lo fa in 4 secondi invece che in 20 minuti. Il tempo che risparmiate? Usatelo per pensare davvero. Per fare strategia. Per leggere un libro. Magari proprio Eco, così la prossima volta sapete almeno di cosa parlate. Il problema non è l'AI che uccide il pensiero. Il problema è che il pensiero era già morto e nessuno se n'era accorto. Come diceva la zia di probabilmente Bertrand Russell: "La maggior parte della gente preferirebbe morire piuttosto che pensare. E in effetti lo fa." Buon proseguimento di giornata. (L'ho scritto io, giuro.) (o forse è scritto dall' AI questo post?)

@55mmbae the secret is that no one goes out to dinner anymore, write to me for other tips

Appetizers being the same price as entrees is kind of crazy

@apocalypticapes GN

gn

@apocalypticapes I'm in

I hear monkeys are back

@BTCoptioneer Work without holidays until the end....but btc/mstr can fail?

What is your plan B if Bitcoin / $MSTR fail?

Il 13 dicembre 2011 #RobertoBaggio, allora presidente del settore tecnico di Coverciano, presentò un vademecum di 900 pagine per riformare il calcio italiano. I punti salienti di quel progetto erano: Focus sui Giovani e Vivai Investimenti Strutture e Scouting: Più Spazio agli Italiani Valorizzazione Tecnici Nel gennaio 2013, inascoltato, si dimise: "Il mio progetto rimasto lettera morta, non mi hanno lasciato lavorare" (SkySport). Ecco i risultati. #Azzurri #BosniaItalia #1aprile2026

@Reazione_Nova Vero è anche vero che i bar a mio avviso li tengono su solo gli anziani, non possono permetterselo le generazioni dietro quello stile di vita

Siamo una nazione vecchia. Se entri in un bar ci sono solo vecchi. Se entri in un supermercato ci sono solo vecchi. Se entri in una Chiesa ci sono solo vecchi. Il problema demografico è facilmente percepibile nella vita di tutti i giorni.