Jake

RT @juriwatanabe_: 先週の株主総会後、抽選で選ばれた90名の株主様をお招きし、初となる「Meet & Greet」を開催いたしました！🥂 株主の皆様と直接お会いして、お話しできた時間は本当に特別なものでした。 この様に、コミュニティに恵まれていることはとても…

Here you go

株主の皆さまにおかれましては、昨日はご多忙の中、株主総会にご参加いただき、誠にありがとうございました。会場において多くの株主の皆さまより貴重なお声を頂戴し、改めて皆さまのご期待を真摯に受け止めております。 　今後も株主の皆さまのご期待にお応えできるよう、企業価値の向上に向け、着実に事業を推進してまいります。今後とも何卒宜しくお願い申し上げます。

【速報】#BTC メタプラネットの株主になれば ビットコインに還元できるクレカ もらえるそうです 俺も株主なろうかな、普通に欲しい

株主さま限定！カード利用金額の1.6%相当をBTCに還元。 メタプラネットカード、この夏開始。 毎日の決済を、ビットコインと日本の未来へ。

@alphafortuna10 @gerovich Thanks Frankie!

@thisisjake_jp @gerovich Hope you're feeling better and on the mend, my friend. 🫂🧡

水曜日の株主総会にぜひご参加ください！ご出席いただけますか？

@alphafortuna10 @mc_khristina @orangeyield I believe the upcoming vote on the board structure will (if approved) lead to more transparency around this.

@mc_khristina @orangeyield Hey KH, 👋🏻 Would love your thoughts on Metaplanet 's compensation structure. Not as egregious as Strive? I hope. 🙏🏻

$ASST earnings -> new 8-K. Three RED FLAGS that stand out to me 1) OPAQUE ATM DILUTION ... the filing bundles ASST ATM and SATA ATM proceeds together without breaking them out. 2,694 bitcoin came from "other capital markets activity, including SATA IPO and follow-on, ASST ATM, and SATA ATM" ... but one can't determine how much common stock dilution occurred through the ASST ATM specifically. Why? Is it because they were using the ASST ATM at levels far below 1x mNAV? Why not give shareholders transparency? Red flag. 2) Massive Net Loss Driven Largely by Non-Bitcoin Factors. GAAP net loss was $393.6 million for the period, with goodwill and intangible asset impairment alone accounting for $140.8 million, and transaction costs of $12.4 million. These are real economic losses. A $140M+ goodwill impairment shortly after a transaction is a serious red flag and it suggests the Semler acquisition was significantly overvalued almost immediately. 3) ASTRONOMICAL COMPENSATION which I have flagged previously, but to put some #s around it ... total revenues for the Successor period (Sep 12 – Dec 31, 2025) were just $1.5 million, yet employee compensation and benefits alone were $27.6 million for that same ~3.5 month period ... that's 18x revenue. Management is being paid extraordinarily well for a company that is essentially pre-revenue in any meaningful sense. sec.gov/ix?doc=/Archiv…

@Plastics_DocT @ShitStockQ @DylanLeClair @AM13978371 @gerovich A rejection would require a disclosure.

@ShitStockQ @DylanLeClair @AM13978371 @gerovich I hope it is only a delay and not anything more. I do trust your judgement, thank you for your reply

Metaplanet has issued 100 million Moving Strike Warrants with a first-of-its-kind mNAV clause. Exercise is only permitted when the stock trades above 1.01x mNAV, ensuring every share issued increases shareholder value. This enables the company to raise an estimated $234M in additional capital to buy BTC, unlocked only when it's accretive to BTC per share. $MPJPY

Yesterday, two federal agencies coordinated to deliver more crypto clarity in 24 hours than Congress has in years. Yes, a future administration could revisit these moves. But replicating the coordination and intensity behind them won’t be easy. The bar for legislation is now much higher imo. No need to rush into codifying something weaker than what’s emerging. March 17: >CFTC no-action letter: non-custodial wallets (e.g. Phantom) don’t need to register as intermediaries when giving users access to derivatives --> users can connect directly without a broker/FCM layer. Practically, this compresses the role of traditional intermediaries and weakens part of their moat (distribution + custody + routing) >SEC interpretive release: finally clarifies how Howey applies to crypto (decentralization + user control matter), and opens formal rulemaking/comment process industry has asked for for years. (Legal durability gets built this way.) >SEC Chair Atkins: “Reg Crypto” safe harbor framework: tiered exemptions (~$5M early-stage, up to ~$75M larger raises) + a defined path for tokens to exit securities status once decentralization milestones are met; effectively a compliant on-ramp that could bring issuance back onshore TLDR: distribution layer loosened, classification clarified, capital formation pathway proposed. Hold the line. Don't settle for a mid bill.

メタプラネットの株主の皆さまへ 来週3月25日（水）に開催される臨時株主総会に向けて、ぜひ議決権の行使をお願い申し上げます。 メタプラネットでは、コーポレートガバナンスと透明性を非常に重視しております。議決権の行使は、上場企業における基本的かつ重要なプロセスであり、株主の皆さまのご意見を経営に反映させるために不可欠なものです。皆さまの一票が会社の方向性を形づくるものであり、私たちはその声を何よりも大切にしております。 事前に議決権をご行使いただいた株主の皆さまは、特典が当たる抽選の対象となります。 より多くの株主の皆さまに本内容をお届けするため、ぜひリポストへのご協力をお願い申し上げます。 日頃より温かいご支援を賜り、誠にありがとうございます。

@moonshine_chili @DylanLeClair @OPENDIME @Metaplanet They aren’t giving away 134 bitcoin 🤦‍♂️

@thisisjake_jp @DylanLeClair @OPENDIME @Metaplanet When a stock has tanked and many people have lost a lot of money you really think this is a good look? This 134 Bitcoin they are giving away, no small amount of money. It’s a joke. No way to defend this level of stupidity.

👀

@DylanLeClair @OPENDIME @Metaplanet 👀

@moonshine_chili @DylanLeClair @OPENDIME @Metaplanet It’s common in Japan to offer investors benefits. A lot the Japanese investor base are new to bitcoin itself. Metaplanet is promoting Bitcoin usage in Japan which is part of their mission.

@DylanLeClair @OPENDIME @Metaplanet How is this even legal? It certainly is not ethical. This does not benefit your shareholders outside of the 400 draw winners. What a sham.

Show up if you're available. This is going to be big

👀

Today our Board approved the establishment of two new wholly owned subsidiaries, Metaplanet Ventures and Metaplanet Asset Management. Metaplanet Ventures is our commitment to Japan's Bitcoin ecosystem. We'll be investing ¥4 billion over the next few years into companies building Bitcoin financial infrastructure in Japan. Lending, payments, custody, stablecoins, derivatives, compliance. We're also launching an incubator for early stage Japanese founders and a grants program for open source Bitcoin developers, educators, and researchers. Japan has built the best regulatory framework in the world for digital assets. Now it needs the companies, the builders, and the infrastructure to match. We want to help make that happen. Metaplanet Asset Management, based in Miami, will be our digital credit and Bitcoin capital markets platform, bridging Asian and Western capital markets across yield, equity, credit, and volatility strategies. More to come as we launch specific products. Our first investment through Metaplanet Ventures: up to ¥400 million into JPYC, Japan's first licensed yen stablecoin. Every Bitcoin transaction has two sides. Bitcoin and a currency. As this market goes institutional, that currency side goes digital. JPYC is building that rail in Japan and we want to be part of it. TSE disclosures linked below.

@HeyAstrix @gerovich @Metaplanet You just need to be a shareholder.

@gerovich @Metaplanet Interesting move to incentivize attendance! How many shares needed for entry? Fr, curious about the turnout for this.

今年の株主総会に参加する、もう一つの理由。 当日会場にお越しいただいた株主の皆さまの中から、抽選で400名超の方に、総額0.3350 BTCをプレゼントします。 実際に手にできるビットコインを、ぜひこの機会に。 下記よりお申し込みください。