Simon Gerovich
@gerovich • 94,719 subscribers
CEO @metaplanet listed on the Tokyo Stock Exchange (3350:JP / $MPJPY) | 株式会社メタプラネット代表執行役 CEO | Applied Math @harvard | @ypo member
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Since April, a small team inside Metaplanet has been working on something we could not talk about. Today it is public. Metaplanet is taking a controlling stake in Super League Enterprise (Nasdaq: SLE). At closing it will be renamed Superplanet, our U.S. Bitcoin treasury platform, seeded with 2,100 BTC of our own Bitcoin and consolidated into our group. Here is what it means. In two years, Metaplanet became one of the largest corporate Bitcoin treasuries in the world, listed in Japan and backed by shareholders around the world, from Japanese retail investors to global institutions. Every decision has run through one question: does it increase Bitcoin per share? This one is no different. America is the deepest capital market in the world, and it is home to something that exists nowhere else at such scale: investors who fund Bitcoin treasury companies with permanent capital, no maturity, no repayment, no dilution of common shareholders. Until now, our group had no way to issue into that market. Superplanet gives us a direct presence in it. So the strategy now runs on two engines. Superplanet raises in America. Metaplanet raises in Japan. Both feed a single Bitcoin position that never leaves the group. When Superplanet raises capital without adding common shares, Bitcoin per share rises there and at Metaplanet at the same time. Two markets, two currencies, two investor bases, one balance sheet compounding. The platform opens doors in both directions. Superplanet can acquire in the U.S. Bitcoin treasury sector in ways not available to a Japanese parent. And in time, subject to laws and regulations, our securities arm may bring Superplanet securities to investors in Japan. We seeded this investment with less than 5% of our Bitcoin, with the ability to contribute much more as the platform grows. And we structured it the way long-term owners should: we invested at the market price, no discounts, no special terms, locked up every share for five years, and ranked our entire position behind the investors who will fund Superplanet's future. Our capital, our balance sheet, and everything we have learned building Metaplanet stand behind this platform. Super League brings a Nasdaq listing and a decade of relationships with many of the world's largest brands across gaming, an audience that understood digital value before most of the world did. There is real chemistry between that community and what we are building. Closing is expected in Q4 2026, subject to customary closing conditions, including Super League stockholder approval. Japan gave us our foundation. America gives us our second engine. One Bitcoin position, compounding through the world's two deepest capital markets.
Simon Gerovich507,082 次观看 • 21 天前
After the 2000 dot-com boom, Amazon’s stock had fallen significantly even as the business was stronger than ever. Every metric was improving. Jeff Bezos put it simply: “The stock is not the company, and the company is not the stock.” That lesson resonates. At Metaplanet, our fundamentals have never been stronger: – Q3 Bitcoin Income revenue: ¥2.44B (+115.7% QoQ) – 4th largest corporate bitcoin balance: 30,823 BTC (~$3.7B) – Q3 operating profit (+88% vs forecast) – Balance sheet virtually debt-free (<1% leverage) – Clear path to preferred shares And yet, our stock has fallen significantly. It’s painful for our team, shareholders, and for me personally. But as with Amazon, fundamentals and share price often diverge — sometimes for months, sometimes longer. Bitcoin itself has endured numerous 70–80% drawdowns while fundamentals irreversibly strengthened. I feel the same about us today. Our mandate is clear: execute relentlessly. Build revenue. Accumulate bitcoin. Strengthen this company for the long term. We remain laser-focused on securing the future with bitcoin.
Simon Gerovich608,178 次观看 • 11 个月前
2024年THE FACT MUSIC AWARDS（TMA）を受賞したK-POPガールズグループ「WOOAH」を、9月1日に開催するメタプラネット2025年臨時株主総会にお招きし、特別パフォーマンスを披露していただきます。WOOAHのメンバーも皆さまと東京でお会いできることを楽しみにしています！ 2024 THE FACT MUSIC AWARDS (TMA) winning K-pop girl group WOOAH will be invited to give a special performance at the Metaplanet 2025 EGM on September 1. The members of WOOAH look forward to meeting you all in Tokyo!
Simon Gerovich358,345 次观看 • 1 年前
株主総会にご参加いただいた皆さまに心より感謝申し上げます。皆さまのご支援に励まされ、共に未来を築いてまいります。ビットコインを土台に、新しい時代へと歩み出しました。私たちの旅はまだ始まったばかりです。 Thank you to all our shareholders who joined our shareholder meeting. Your support inspires us as we build the future together. With Bitcoin as our foundation, we are stepping into a new era and this journey has only just begun.
Simon Gerovich339,615 次观看 • 1 年前
新年あけましておめでとうございます。 日頃より温かいご支援とご信頼を賜り、心より御礼申し上げます。新しい年の始まりにあたり、私たちは長期的な価値創造と揺るぎないビジョンの実現に、引き続き全力で取り組んでまいります。本年も皆様とともに歩んでいけることを、心から楽しみにしております。 Happy New Year, and thank you for your continued trust and support. As we begin this new year together, we remain deeply committed to building long-term value and staying true to our vision. We are grateful to have you with us on this journey, and we look forward to the year ahead with confidence and purpose.
Simon Gerovich187,985 次观看 • 8 个月前
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