Dylan LeClair

@sunny051488 @LynAldenContact @IIICapital FYI, when buying 9/10 figures of BTC through an OTC desk, more often than not it’s just routed to TWAP across existing exchanges over a period of time of your choosing.

@LynAldenContact @IIICapital They would’ve just bought otc like saylor so that price wouldn’t move during accumulation.

Berkshire Hathaway was sitting on $100 billion of cash in 2018. If they used half of that cash to acquire bitcoin at $3,500 per BTC, they would have acquired 14,285,714 BTC. Today that position would be worth $1.12 trillion, greater than the market cap of the entire company.

今、世界は二つに分かれている。 一つは、ビットコインを持ち、未来が訪れるのを見ている世界。 もう一つは、持たずに「なぜ何もかも高くなるのか」と首をかしげる世界。 これまでで一番強気でいる。この二つの世界の差は、これから劇的に広がっていく。

"This is what #Bitcoin winning looks like." @DylanLeClair explains why 99% of global capital can't buy BTC, why hyperbitcoinization looks like $200 trillion flowing in through instruments built for each pool of capital, and how @Saylor was the first to see it.

Great point by @DylanLeClair: 95% of the world’s capital can’t buy #bitcoin directly due to institutional mandates. That’s why securities like ETFs, treasury companies, & digital credit have a massive addressable market.

🚨CALL TO ACTION🚨 JPX is considering a rule that would exclude digital asset companies from TOPIX. That means Metaplanet, Remixpoint, ANAP, and any public company brave enough to hold Bitcoin could be punished for choosing a superior treasury asset. This sets a dangerous global precedent. Legacy finance is trying to put Bitcoin companies in the index penalty box while fiat treasury rot gets treated as “normal.” Absolutely insane. Sign the BFC letter. Support the rebuttal. Help protect index integrity in Japan. Deadline: May 7. LET ME KNOW WHEN YOU HAVE SIGNED. WE ARE IN A WAR FOR THE FUTURE OF MONEY. topix.bitcoinforcorporations.com

Just signed. If you’re Metaplanet holder please do the same. topix.bitcoinforcorporations.com

₿ullish on bitcoin.

Exciting news! Catch me live at the Bitcoin Conference this year🎤 Tuesday April 28th | 9:00 AM | Satoshi Stage Talking Bitcoin, culture, and everything in between with @AnalysFalchuk We’re recording this for digital, but if you’re in Vegas, maybe come see us live👀

Metaplanetは「The Satos Awards 2026」にて、3部門にノミネートされました。 ・Global Leadership ・Institutional Adoption ・Enterprise Innovation 投票はどなたでも参加可能（英語のみ）。 締切は米国現地時間4月28日まで。 ご支援よろしくお願いいたします👇 thesatosawards.com/vote

@BitcoinForCorps が主導する共同署名に参加しました！ デジタル資産を保有する企業をTOPIXから除外するというJPXの提案に反対し、撤回を求めています。 デフォルトは組織フラグがオンですが、オフにすれば個人として署名できます！ 👉 topix.bitcoinforcorporations.com

NOW: 🇯🇵 Metaplanet has taken over the Las Vegas Sphere 👀

I just signed the coalition letter led by @BitcoinForCorps calling on JPX to withdraw its proposed TOPIX exclusion rule targeting digital-asset treasury companies. Index methodology should remain operations-based, neutral, and asset-agnostic. Add Your Support: 👉 topix.bitcoinforcorporations.com

1/ 🇯🇵 JPX is moving to exclude digital asset treasuries from the Tokyo Stock Price Index (TOPIX). Public comment closes May 7th. After that, the rule could shape Japan's flagship benchmark for years. Here's why they must reconsider & how you can help:

And we’ve only just begun…

Financial repression in Japan and the structural weakness of the yen have left investors and corporations alike with few good options. Metaplanet's embrace of a corporate #bitcoin standard aims not merely to insulate its balance sheet from this reality, but to capitalize on it.

I'm thrilled to be joining @metaplanet, a TSE public company (3350), as Director of Bitcoin Strategy. 🇯🇵 Metaplanet is embracing a corporate #bitcoin standard, and will strategically leverage public capital markets to acquire additional $BTC for shareholders over time.

「ビットコインとJPYCは表裏一体」メタプラネットCEO×JPYC代表が語る日本発ビットコイン経済圏の全貌 coinpost.jp/?p=701879

ビットコイン買うぞ！

Metaplanet just issued ¥8 BILLION of 0% ordinary bonds to buy Bitcoin. 0% interest. Maturity in 2027. They are literally borrowing yen for free and converting it into Bitcoin before corporate Japan realizes the vending machine accepts fiat and dispenses monetary thermite. At ~$78k BTC, this could buy roughly 650–700 BTC. If Bitcoin goes to $200k, that stack becomes ~$130M+ against a zero-interest yen liability. This is how the Bitcoin treasury arms race works: You borrow the currency being debased. You buy the asset being monetized. You let the fiat world call it “risky” while they sit in cash earning the purchasing power profile of a melting ice sculpture at a barbecue. Metaplanet gets it. Japan is watching the birth of its own Strategy.

🔥HOW I AM GOING TO GET FILTHY RICH WITH METAPLANET🔥 Metaplanet is trading like Wall Street found a Bitcoin vault, looked inside, saw 40,000+ BTC, checked the EV mNAV, saw it under 1x, and said... “Interesting, but have you considered buying a software company at 900 times earnings?” In this video, I break down why I think Metaplanet could be one of the most mispriced Bitcoin treasury plays on Earth. We’re talking: Bitcoin exposure at a discount Metaplanet’s BTC accumulation strategy Why the prefs could be massively misunderstood CEBE analysis on what common shareholders actually own $200k and $275k Bitcoin scenarios The 100,000 BTC and 210,000 BTC goal cases ..and why this thing could become a financial flamethrower if Bitcoin returns to trend. The market sees a weird Japanese Bitcoin stock. I see a potential balance sheet weapon before consensus arrives. If Metaplanet pulls this off, the people ignoring it now are going to be sitting in index funds eating room-temperature deli meat while the Bitcoin treasury companies turn into sovereign wealth funds with stock tickers. This is the thesis. This is the math. This is how I am trying to get filthy rich with Metaplanet:

₿ack at it.

Thank you to the JPX Research Institute for opening this consultation. How TOPIX should treat listed companies holding crypto assets is an important question for Japan's capital markets, and a public process is the right way forward. Our view is that TOPIX serves investors best when it applies consistent standards to every constituent, regardless of balance-sheet composition. A rules-based approach to disclosure and governance would address legitimate concerns while keeping the index neutral and supportive of continued innovation in Japan. Public comment closes May 7. Link to full letter below ↓