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🔥STRATEGY VS. METAPLANET🔥 Spoiler: This is not about loyalty. This is about who turns fiat into BTC Yield the fastest while the old world burns. This is Metaplanet vs Strategy: the most unhinged financial anime arc of all time. In this video, I dive into: 🔥 Why BTC yield... show more
11 条评论

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Hoy hace 7 años, abrió un nuevo capítulo de nuestra historia: inició la Cuarta Transformación. Algunas de las mejores mentes del país no lo percibieron. Su racismo, su clasismo, en suma, sus prejuicios y sus intereses les impidieron leer bien el momento. Lo mismo ocurrió en 1909-1910. Sólo unos cuantos miembros de la intelectualidad - - José Vasconcelos, Luis Cabrera, Martín Luis Guzmán - - se unieron a la Revolución.

Respect your honesty options bro! A mature and responsible investor goes by numbers and data. 🫡🫡

Yes, and therefore a mature and responsible investor loves Metaplanet! :)

Hey one of these times, can you actually wear a wizard hat and have a wand? That would be baller!!!

Brilliant idea!!! Maybe I should 🤔

Drinking Milk from Janet Yellins wrinkled fiscal teet” OMG 😂😂😂

Lolololo!! "Waffle house menu for morons" Lolololo wtffffff!! I love it!!

"Go buy Walmart and Die" had me spitting out my cope juice

Cope juice... Now THAT is a killer product idea. RUN WITH IT, BEN!

You’re playing this smart, Adam. Your logic holds under conditional reflexivity: IF the market continues to reward BTC balance sheet expansion through equity or debt issuance at premiums to NAV, And Metaplanet manages to execute this reflexive playbook before saturation or narrative fatigue sets in. Then, yes, Metaplanet could outperform MicroStrategy in percentage terms — thanks to higher BTC/share torque, smaller float, and early-cycle reflexive premium. As game theory escalates: More companies imitate the BTC-treasury strategy without strong fundamentals Equity premiums begin to shift from execution to pure signaling Thin-cashflow companies inflate valuations using BTC optics This tends to lead to reflexive decay: Premiums flatten Narrative alpha erodes Markets stop distinguishing real strategy from shallow mimicry If the regime breaks mid-cycle, those companies risk being stuck mid-transformation: BTC accumulation is incomplete Operations are now geared around a treasury-first model. Pivot flexibility is limited They’re left holding a partially-loaded weapon. I don't think Metaplanet is in that camp, since it’s classified as an early, convicted adopter. Nonetheless, if the rules change mid-game — and when least expected (as they always do) — the player who already cashed out the bonus round is in a far stronger position. That’s MSTR. They’ve likely already captured the core gains of the reflexivity cycle. Optimal move? Hold MSTR — plus a few high-torque outliers that are early enough to matter, and credible enough to survive. Make your thesis conditional on a monetary-liquidity indicator (e.g., global M2 YoY > 0). If that trigger flips, it’s probably safer to rotate into plain BTC exposure. You might want a secondary trigger for when BTC premiums compress even with positive M2 (market saturation before liquidity tightening). But that's really nitpicking.
