Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

METAPLANET MULTIPLE MAYHEM Is Metaplanet UNDERVALUED?! In my humble opinion, YES. Here's why:

84,177 görüntüleme • 1 yıl önce •via X (Twitter)

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

Most people still think Metaplanet $MPJPY $MTPLF is just "Japan's" $MSTR. They're missing the bigger picture. Metaplanet isn't copying Strategy. It's building a global Bitcoin capital machine that could become impossible to compete with. In this conversation with THE BITCOIN PHARAOH, we discuss: • Why Metaplanet's strategy is fundamentally different • The hidden advantage of operating in Japan • What $STRC and $SATA taught every Bitcoin treasury • Why cash-flow businesses may be the next evolution of Bitcoin treasury companies • Why Strive $ASST is emerging as a serious contender • What Metaplanet could become in a Bitcoin standard 00:00 Introduction: The BTCPharaoh's Bitcoin Journey 07:09 Why Metaplanet Is Different From Every Other Bitcoin Treasury 11:03 Mercury & Mars: The Next Bitcoin Financial Products? 11:52 What Metaplanet Learned From Strategy's STRC Depeg 15:26 Will Bitcoin Preferred Shares Become Truly Stable? 19:05 Is Metaplanet About to Launch a U.S. Preferred Stock? 20:57 Why Japan Gives Metaplanet a Massive Advantage 22:47 The "Double Carry Trade" That Could Supercharge Bitcoin Buying 26:34 Why Metaplanet Isn't Just Copying Strategy 29:39 Simon Gerovich's Long-Term Vision Is Finally Making Sense 30:12 Will Metaplanet Build Bitcoin Infrastructure Beyond Finance? 32:27 Why the New Board Members Could Change Everything 34:08 Why Less Communication Might Actually Be Bullish 37:56 The One Question He Would Ask Simon Gerovich 39:45 Is NAKA a Hidden Opportunity... or a Value Trap? 45:01 The Most Underrated Bitcoin Treasury Company Right Now 47:55 Europe Could Be the Next Bitcoin Treasury Battleground 48:40 Bitcoin Price Outlook: Bull Market or Bear Market? 50:55 The Biggest Mistake Bitcoin Investors Keep Making 52:19 Where to Follow TheBTCPharaoh Watch the full episode 👇

One Chair

85,922 görüntüleme • 24 gün önce

Welcome back to The Bitcoin Treasuries Podcast. Presented by Onramp. Today's guest is Dylan LeClair. Dylan is the Director of #Bitcoin Strategy at Metaplanet Inc.. In 2024, Metaplanet Inc., a Tokyo-based company, experienced a remarkable stock price increase of approximately 2,629%. This unparalleled surge can be attributed to the company's strategic pivot toward #Bitcoin acquisition, transforming it into Asia's largest public Bitcoin holder. Here's my conversation with Dylan LeClair. 0:00 - Intro 0:11 - What’s going on at Metaplanet 5:50 - Moving strike warrants 12:36 - Dylan’s takeaways from visiting Japan 21:11 - Metaplanet’s partnership with Bitcoin Magazine 25:03 - What was buying Bitcoin like in Japan before Metaplanet? 30:18 - Is Metaplanet still the only Bitcoin Treasury company in Japan? 35:06 - Dilution vs Accretive Dilution 39:58 - Limit Up-Limit Down 43:20 - What does Dylan’s day-to-day look like? 44:34 - How does Dylan think about the volatility of Metaplanet stock? 49:11 - Could Metaplanet list in the US? 51:14 - Dylan’s thoughts on mNAV for Bitcoin Treasury companies 1:02:04 - The mechanics of issuing shares and then buying Bitcoin 1:08:12 - How long until the next Japanese Bitcoin-leveraged company comes around? 1:11:02 - What does Dylan see on the horizon for financial services products? 1:16:49 - How could this cycle play out differently? 1:24:46 - Dylan’s thoughts on the US Sovereign Wealth Fund

Tim Kotzman

206,926 görüntüleme • 1 yıl önce