@SAVASAVAGAMES @gerovich Japanische Anlegerschaft ist echt aggressiv alter
Deutsch
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@senckes
Entrepreneurial past - embodied present Plant medicine, energy work, Bitcoin clarity Depth over noise
Katılım Ekim 2021
157 Takip Edilen190 Takipçiler
@gerovich メタプラって株券印刷会社なのかよ
自分でmnav1切ったら自社株買いするって言ったんだから早くしろよ💢💢💢
口だけの長文垂れ流し野郎を誰が信用するんだよ💢💢💢
日本語
神田先生、本日は貴重なお時間を頂戴し、誠にありがとうございました。
日本のビットコイン戦略について先生から賜りました示唆に富むご助言は、当社の今後の取り組みにとって大変有意義なものでございました。心より御礼申し上げます。
メタプラネットへの平素よりのご支援にも、改めて深く感謝申し上げます。引き続き、日本の金融イノベーション推進に向けて、共に歩んでまいりたく存じます。
皆さま、ぜひ神田先生をフォローし、日本の未来を切り拓くお取り組みをご支援ください。
神田潤一（衆議院議員3期目）@Jun1CanDo
（11:20-11:35）メタプラネットのサイモン・ゲロヴィッチCEOが来訪 3月にメタプラネット主催のイベントに登壇したお礼のほか、今後の日本におけるビットコイン戦略について意見交換しました。
日本語
My financial plan is extremely simple.
Buy Bitcoin, hold forever, and let the American middle class finish turning into a Spirit Halloween that sells blood pressure medication.
People really try to complicate this. The money printer is going to print. Own the apex non-dilutable asset.
Stack sats and carry on.
English
Could $ASST buy 500-1,000 #Bitcoin over the next 2 weeks? 👀 🤯
Micro2Macr0@Micro2Macr0
@Strive @ColeMacro This is insane to watch. $SATA
English
People keep misunderstanding Metaplanet’s income generation strategy.
It’s a TROJAN HORSE.
To get the MARS IPO done, they need to make Japan regulators comfortable with cashflows.
In the United States, BTC collateral isn't even normalized yet, and Japan is further behind.
So the Metaplanet team must build trust inside a financial system that still treats Bitcoin like radioactive internet contraband.
Scale the machine once the pipes are upgraded.
People saying “they won’t be able to scale this” are missing the game.
Japan still sends dividend distributions by physical mail.
I’m not joking.
This is not a market you brute force overnight with some spreadsheet and a podcast microphone.
Income generation is the polite wrapper.
Bitcoin collateral is the payload.
And there won’t be a SATA to MARS in Japan. Metaplanet is going to have a DIGITAL CREDIT MONOPOLY.
Metaplanet has a real shot to own the category before the market even understands what the category is.
BULLISH on the JAPANESE HOTEL COMPANY
English
@gerovich People act like $MTPLF depends on preferreds tomorrow. It doesn’t.
$MSTR grew years without them. $ASST still sits ~90% below cycle highs. Preferreds matter more in bear markets. In strong BTC bull phases, equity alone can massively outperform.
English
There is a limited universe of listed preferred shares in Japan today. Upon listing, our preferred would be only the seventh in the market, and the first perpetual preferred. We view this as a meaningful contribution to the development of Japan's capital markets, but it is also why the path to listing is necessarily deliberate.
In the Japanese market, dividends on preferred shares are expected to be supported by sustainable cash flows generated from underlying operations. The listing review accordingly assesses dividend-paying capacity based on projected financial performance over a multi-year period, including scenarios across different market environments. Metaplanet already has a six-quarter track record in its Bitcoin Income Generation Business, and we believe it is important to continue demonstrating that the business can generate stable, recurring cash flows across both strong and weak Bitcoin market conditions. We are also continuing to articulate the scalability and long-term viability of our related operating businesses that support this cash flow profile.
A second consideration is dividend operations. Listed companies in Japan have historically paid dividends once or twice per year. The structure we are designing contemplates more frequent distributions, including monthly dividends. Implementing this requires careful work on record-date procedures, shareholder identification, dividend calculation, and recurring shareholder notice operations. We are working closely with our partners to build and modernize this infrastructure in a manner consistent with Japanese regulatory and market practice.
The process has taken longer than we initially anticipated, and we appreciate that this has created uncertainty. We are deliberate about this work because Japan today is one of the most yield-starved major capital markets in the world, and we believe a preferred equity product supported by credible operating cash flows, robust operational infrastructure, and a long-term growth strategy can meaningfully address that need. We are deeply committed to bringing this product to market, and to doing so in a form that earns the long-term trust of investors and market participants.
English
@ZynxBTC People act like $MTPLF depends on preferreds tomorrow. It doesn’t.
$MSTR grew years without them. $ASST still sits ~90% below cycle highs. Preferreds matter more in bear markets. In strong BTC bull phases, equity alone can massively outperform.
English
A long-awaited update on the Metaplanet preferreds.
Here are my observations...
1) There is still no definitive timeline for when these products will come to market. It is clear there has been significant regulatory work involved as something like MARS, their STRC equivalent, would be the first product of its kind in Japan.
2) Due to Japanese regulations, Metaplanet's operating business must scale alongside the preferreds.
This is important to note.
Dividends on preferred shares are expected to be supported by sustainable cash flows from underlying operations rather than equity issuance. In theory this reduces the drag on common stock compared to Strategy and Strive.
The question is whether this creates limitations on how fast they can scale.
3) Until the preferreds come to market, Bitcoin purchases will likely be announced quarterly rather than weekly. The priority is now proving that the Bitcoin Income Generation Business is cash generative and scalable before the regulators will approve the preferreds.
Overall I am satisfied as a shareholder. Metaplanet shares are now trading below book value and for me this represents an amazing opportunity.
Patience will be required and I suspect the share price will reflect that until the preferreds arrive.
Bullish on $MTPLF.
Simon Gerovich@gerovich
There is a limited universe of listed preferred shares in Japan today. Upon listing, our preferred would be only the seventh in the market, and the first perpetual preferred. We view this as a meaningful contribution to the development of Japan's capital markets, but it is also why the path to listing is necessarily deliberate. In the Japanese market, dividends on preferred shares are expected to be supported by sustainable cash flows generated from underlying operations. The listing review accordingly assesses dividend-paying capacity based on projected financial performance over a multi-year period, including scenarios across different market environments. Metaplanet already has a six-quarter track record in its Bitcoin Income Generation Business, and we believe it is important to continue demonstrating that the business can generate stable, recurring cash flows across both strong and weak Bitcoin market conditions. We are also continuing to articulate the scalability and long-term viability of our related operating businesses that support this cash flow profile. A second consideration is dividend operations. Listed companies in Japan have historically paid dividends once or twice per year. The structure we are designing contemplates more frequent distributions, including monthly dividends. Implementing this requires careful work on record-date procedures, shareholder identification, dividend calculation, and recurring shareholder notice operations. We are working closely with our partners to build and modernize this infrastructure in a manner consistent with Japanese regulatory and market practice. The process has taken longer than we initially anticipated, and we appreciate that this has created uncertainty. We are deliberate about this work because Japan today is one of the most yield-starved major capital markets in the world, and we believe a preferred equity product supported by credible operating cash flows, robust operational infrastructure, and a long-term growth strategy can meaningfully address that need. We are deeply committed to bringing this product to market, and to doing so in a form that earns the long-term trust of investors and market participants.
English
@yak32 ^super hard to navigate, got waves of heat in my body, because of rising anger emotion
English
Take a walk through Provence on SuperSplat! 🇫🇷
This Gaussian Splat by Splatmotion3dgs captures a ~5,000 m² garden in stunning detail - from the pool area to olive groves and vineyards - all fully explorable.
And the crazy part? The whole scene is just 143 MB.
Scale + quality like this is where things get exciting for 3DGS.
@playcanvas
Go wander 👇
English
No Hurdle Rate Podcast episode this week…
You'll understand.
See you all next week.
English
@ByzGeneral @saylor Are you serious? Don't know why I followed you
English
Strategy has acquired 535 BTC for ~$43.0 million at ~$80,340 per bitcoin and has achieved BTC Yield of 9.4% YTD 2026. As of 5/10/2026, we hodl 818,869 $BTC acquired for ~$61.86 billion at ~$75,540 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
English
@PunterJeff @willywoo Thank you for being such a light in the space. That's why i invest in asst!
English
Garbage in, garbage out.
Your LLM’s are utilizing publicly available credit ratings from S&P & Moody’s.
If you were paying attention, you’d know that S&P rated Strategy a B- ICR because they valued the entire Bitcoin stack at Zero.
That’s resulting in 500 - 800 BP’s in your LLM analysis.
Effectively your LLM analysis is as good as your lowest common denominator, which is credit agencies.
Yikes.
English
I ask Grok and Gemini to assess the risks investing in Strategy's $STRC yield instrument. Then I asked it to estimate a yield that would fairly compensate the investor for the risk undertaken.
Both concluded 11.5% was underpaying for the risk.
Grok: 17-22% APY
Gemini: 16% APY
English
@M3Invest @PunterJeff He JUST got off the phone with some guy....
English
The average "disappointed" language used by crypto traders is going totally parabolic right now.
Should have just bought Bitcoin.
English
I can't sleep because I'm up thinking about how Bitcoin is going to absorb all monetary premium from the world's archaic assets and go to $10,000,000
English
@StreetSweeper_3 @RHodls But how does that work, when you can only sell the stocks you bought before, it's a net zero, so it shouldn't have an impact. Please explain why it doesn't hit 100, wleven if thousands do that trade, it's a net zero?
English
@RHodls You have a computer algorithm buy at 99.98, sell at 99.99 as many times as possible with a large capital pool up until the ex div date. Hard to tell if they even hold through the ex div. But the arb makes total sense, it’s free money.
English
It was interesting to hear Saylor say in the Earnings Call that the best design for a Bitcoin Treasury company is one that has common equity + one STRC Preferred.
Sounds exactly what Strive is to me and why I'm bullish on them.
$ASST + $SATA.
There is beauty in simplicity.
English
Less than 100 people fully grasp the implications of Digital Credit and what it means for Bitcoin.
Almost nobody is bullish enough.
English
@SchloglJoh97277 @f_schaeffler @blocktrainer Entscheidend ist nicht wer das entscheidet, sondern, dass Bitcoin grundlegend die strukturell gleichen Qualitätsmerkmale hat wie Gold, nur digital.
Deutsch
@f_schaeffler @blocktrainer Und das Bitcoin strukturell Gold ist entscheidest du? Für mich nämlich ist Bitcoin eher als Währung zu betrachten, und auf Forexgewinne fallen ebenso steuern an.
Deutsch
Bitcoin ist strukturell Gold, nicht Aktie. Und genau so behandelt das deutsche Steuerrecht es seit Jahren: als privates Veräußerungsgeschäft nach Paragraf 23 EStG, mit Haltefrist, wie beim Verkauf von Edelmetallen. Wer Bitcoin gezielt aus dieser Systematik herauslösen will, bekommt ein Problem mit Artikel 3 GG. Der allgemeine Gleichheitssatz verbietet die Ungleichbehandlung wesentlich gleicher Sachverhalte. Das Bundesverfassungsgericht hat in seiner Pendlerpauschalen-Entscheidung 2008 klargestellt: Wer eine steuerrechtliche Grundentscheidung trifft, muss sie folgerichtig durchhalten. Ausnahmen bedürfen eines besonderen sachlichen Grundes – der rein fiskalische Zweck der Einnahmenerhöhung genügt ausdrücklich nicht.
#Comments" target="_blank" rel="nofollow noopener">welt.de/debatte/plus69…
Deutsch
My best friend from high school texted me last month, after fifteen years of silence, to ask if I could “spot him” thirty thousand dollars because his wife was leaving him and he needed a lawyer, and I sat with that text for an hour, and I thought about the summer of 2009, and I thought about the basement we used to play Halo in, and I thought about the man he had become, a man who had spent his entire adult life optimizing for the approval of women who do not respect him and bosses who do not see him, and I wrote back, “I can’t lend you fiat, Tyler, but I will teach you how to never need it again,” and I sent him a link to a Bitcoin starter guide, and he did not respond, and he has not responded, and he never will respond, and that is the price of the truth, and the truth does not negotiate, and Tyler will lose the house, and Tyler will lose the wife, and Tyler will lose the kids, and one day, in a studio apartment, at three in the morning, Tyler will open that link, and Tyler will read, and Tyler will understand, and on that day Tyler will text me back, and on that day I will be there, because that is what brothers do.
English