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@DelB0yTr0tter Avatar @DelB0yTr0tter Derek Trotter

Metaplanet's management is under scrutiny for allegedly granting preferential terms to new institutional investors while diluting the value of long-standing retail shareholders. This has sparked concerns about fairness and the company's strategy. The situation has led to a significant backlash from investors who feel they are being unfairly treated.

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Social category influence finance XXXXX% cryptocurrencies XXXX% stocks XXXX% countries XXXX% technology brands XXXX% currencies XXXX% luxury brands XXXX% automotive brands XXXX% celebrities XXXX% social networks XXXX%

Social topic influence bitcoin #4018, sentiment #669, money 1.77%, over the 1.33%, has been 1.33%, fixed income #116, balance sheet #978, away from 1.33%, dynamic 1.33%, playbook #307

Top accounts mentioned or mentioned by @metaplanetjp @tslaish @eladsha12 @morpheus7447x @jphilt1 @groenschoen @malikas_friend @lurkerfinance @espritalberta @beeteeceeee @ultimecia2171 @mountebank40655 @satoshi132009 @warfounder @80iqmindset @teddy8224 @applelinux @0x0100x @palraaja @dylanleclair_

Top assets mentioned Bitcoin (BTC) Boeing Co (BA) IREN Limited (IREN) The Official XX Coin (67) GM (GM) Ferrari N.V. (RACE)

Top Social Posts #

Top posts by engagements in the last XX hours

"I have said this before and the odds keep rising. If the US government ever takes a strategic stake in a Bitcoin linked public company it will be MicroStrategy. Washington gains controlled BTC exposure. Saylor gains institutional sanctification. Shareholders gain what investors in Boeing Lockheed and Palantir once did alignment with national strategy. When America backs a mission critical enterprise capital flows risk compresses and valuations rerate. This time the defence is monetary"
X Link @DelB0yTr0tter 2025-10-08T11:27Z 2437 followers, XXX engagements

"@jphilt1 @AM13978371 @mc_khristina @21RatesHQ I admire your relentlessness"
X Link @DelB0yTr0tter 2025-10-17T02:43Z 2438 followers, XX engagements

"With borrow fees hovering near X % shorting Metaplanet remains inexpensive and borrow supply abundant which implies theres no need for additional firepower now to bully price lower. In effect retail has switched places with the shorts capitulating into every uptick and providing the liquidity thats steadily pressuring the price lower while the professional short side sits comfortably hedged at minimal cost"
X Link @DelB0yTr0tter 2025-10-14T07:27Z 2392 followers, XXX engagements

"@WARfounder LOL"
X Link @DelB0yTr0tter 2025-10-15T13:04Z 2441 followers, XXX engagements

"Yes. Speak up. EVERYBODY with any resemblance of decency must do the right thing make their voice heard by demanding accountability directly from the management. This is a publicly listed and regulated company with management who have a duty of care to do right by their shareholders. This is not a joke. It is a legally binding obligation. Combination of pervasive short selling and overly aggressive dilution is destroying the company and they (management) must take action to put an end to the malaise that is being caused. Everybody must hold them (management) to account. I cannot do this on my"
X Link @DelB0yTr0tter 2025-10-08T14:30Z 2442 followers, 1699 engagements

"Metaplanet has extended the suspension of the moving strike warrants that were previously paused between X and XX September. As of XX September there were XXXXX million shares from the 20th series and XXX million each from the 21st and 22nd series still unexercised totalling about XXXXXX million shares. Average daily trading volume over the last XX days has been roughly XXXXX million shares or XXXX billion in total. The withheld pool therefore equals around XX percent of total turnover or just under seven trading days of average liquidity that will not now be entering the market. In August"
X Link @DelB0yTr0tter 2025-10-10T08:34Z 2442 followers, 54.3K engagements

"In the first hour of U.S. trading XXXX million shares of MTPLF were dumped crushed to fresh lows and then opportunistically covered a textbook short raid executed with surgical precision. The same playbook is now being applied to DN3 this time with thinner volume but no less destructive impact. The pattern is unmistakable: targeted pressure during illiquid cross market hours exploiting managements inertia and the absence of a coherent defence strategy for almost three straight months And in the midst of this there is still talk of exercising another XXXXXX million potential shares at a 637"
X Link @DelB0yTr0tter 2025-10-13T16:11Z 2442 followers, 16.9K engagements

"Simon sold a story to retail. One that resonated deeply and drew genuine conviction. Retail embraced him with open arms and he in turn squandered that trust by rewriting the very narrative he built. He actively lobbied the same retail base myself included to support his new vision and in doing so we collectively abandoned the original premise and threw out the baby with the bathwater. The story has changed; deliberately and unmistakably. Unless management steps forward and methodically threads the needle rebuilding coherence and accountability no investor with a credible grasp of fundamental"
X Link @DelB0yTr0tter 2025-10-17T07:26Z 2442 followers, 2752 engagements

"@TSLAish At some point there will be a floor soon. But now BTC price action and macro will play a part more so than before. If there is volatility in near term it will create opportunity for anyone who has the balls and the cash There is always a silver lining"
X Link @DelB0yTr0tter 2025-10-17T01:23Z 2442 followers, XXX engagements

"Somebody once said that in looking for people to hire you look for three qualities: integrity intelligence and energy. And if you dont have the first the other two will kill you. - Warren Buffett I am going to address this once and will not indulge it again I have no interest in what anyone else is doing. Ever. Especially people with inconsistent track records. I am not referring to performance. Because nobody gets things right XXX% of time. But integrity matters A LOT in life. I am going to leave it at that would appreciate no further comments being made on the subject henceforth. Now to"
X Link @DelB0yTr0tter 2025-10-15T02:20Z 2441 followers, 3565 engagements

"@mikealfred You are an exceptionally talented megaphone Mike. Credit where credit is due"
X Link @DelB0yTr0tter 2025-10-15T05:04Z 2438 followers, 3235 engagements

"Given the prevailing market dynamics PayPals recent trajectory stands as the more accurate analogue for where Metaplanets management focus should be directed. The PYPL chart presents a stark red flag and a textbook case study in value erosion that must be avoided at all costs. The casual invocation of Amazons historical growth arc however well-intentioned risks fostering an unrealistic narrative that diverts attention from the discipline prudence and execution now required to restore credibility and unlock shareholder value. Markets respond positively to transparency consistency and sound"
X Link @DelB0yTr0tter 2025-10-06T04:09Z 2430 followers, XXX engagements

"This spike is VIX looks ominous and Bitcoin puking as well. SVB vibes"
X Link @DelB0yTr0tter 2025-10-17T10:49Z 2442 followers, XXX engagements

"People getting salty when they come to terms with reality. If I had posted a congratulatory message to Simon and Dylan for doing a fantastic job cooking in the kitchen (JFC please stop this term its beyond cringe) and what a remarkable performance company will await the company when Bitcoin goes to $X million in ten years time and the outrageously big Japanese fixed income market yadi yadi ya like all the other brainless influencers on this app only interested in clicks and with likely very little skin in the game there would have been an engagement orgy in my feed. There is none of that"
X Link @DelB0yTr0tter 2025-10-17T02:15Z 2440 followers, XXX engagements

"@Malikas_Friend SILJ BTC Trend is your friend and its up Look at the SILJ 1M chart Picture speaks a thousand words Silver gold BTC is the order of the day so far for 2025. Can things change Yes. Odds Declining as each day goes by Hope this helps"
X Link @DelB0yTr0tter 2025-10-17T18:02Z 2442 followers, XX engagements

"Im still undecided about whether to publicly disclose any of this. Even this IREN post has drawn far more attention than I expected and my intention was never to criticise the fundamentals of IREN. On the contrary Ive been consistently vocal about its incredible fundamentals and tremendous potential. Ill make a decision in the coming days. Im not sure I have the motivation to sustain this every day; its genuinely exhausting. I prefer to be amongst the silent majority and occasionally throw up a shitpost here and there for a laugh like Ive done for well over a decade well before most of the"
X Link @DelB0yTr0tter 2025-10-15T08:30Z 2441 followers, 4948 engagements

"This in my view is the single most asymmetric trade in global markets today on a risk-adjusted basis. The convexity is extraordinary yet the multi-strategy PMs at Citadel Millennium Balyasny and Jane Street cant go near it (go figure out why) and retail meanwhile is hypnotised by the AI HPC BTC treasury complex and shitcoins. chasing pipe dreams. The real opportunity the one hiding in plain sight is right here. BACKGROUND INFORMATION Silver has entered a historic structural break not a rally. Spot $53/oz. Backwardation vs Dec $X. London lease rates near XXX% annualised; the tightest since"
X Link @DelB0yTr0tter 2025-10-16T14:38Z 2442 followers, 6263 engagements

"Retail is so asleep at the wheel that even right now TODAY they are not able to distinguish what went wrong and what proportion of the precipitous decline in Metaplanets value can quantifiably be attributed to 1) misjudgments in operational and governance structure and 2) the failure to course correct at the earliest signs of collateral damage versus the sector wide collapse in sentiment as result of greed incompetence and over-saturation Stunning to witness"
X Link @DelB0yTr0tter 2025-10-14T10:10Z 2442 followers, 1075 engagements

"For the remainder of 2025 and for as long as mNAV remains under X and share price hasnt fully recovered the last thing Metaplanet should be even thinking about is buying more bitcoin via equity dilution. You have got to be a complete and utter moron to still be thinking about balance sheet expansion when share price is approaching XX% drawdown. Twenty percent away from ZERO"
X Link @DelB0yTr0tter 2025-10-14T09:27Z 2442 followers, 1250 engagements

"This is the dogmatic die-hard yet highly informed and intelligent segment of retail that Ive been referring to in my previous rants probably more knowledgeable about IREN than an entire floor of sell-side analysts on Wall Street. This is precisely the cohort that drives retail sentiment organically from the bottom up armed with cutting edge evidence based research and a relentless level of conviction. This is what gives any small cap pub co credibility and continually fuels the marginal bid. Sophisticated retail only commits when they see proof that management is aligned with shareholders"
X Link @DelB0yTr0tter 2025-10-15T08:10Z 2436 followers, 1794 engagements

"These are all very good questions and precisely the type of discourse that is needed for Metaplanet to have any realistic chance of reviving retail sentiment; especially during a time when management is completely tone-deaf and detached from its shareholders. Things will get better when retail goes back on the bid"
X Link @DelB0yTr0tter 2025-10-16T04:27Z 2440 followers, 1759 engagements

"The OTC tape told the story. In the first hour of U.S. trading 2.45m MTPLF shares were dumped to fresh lows and then covered. DN3 showed the same pattern thinner volume same playbook: stress the weakest venue harvest the air-pocket cover. This is liquidity arbitrage not price discovery. On the day the factor mix was pro-beta: post-flush BTC rebounded with IV still bid; MSTR closed +2.8%; spot ETF flow-through remained constructive. Under a simple elasticity chain: Expected(MLP) = XXX% (160/90) (2.7/1.6) +8.4%. Actual = XXX% on the OTC line. Delta = XXXX pts (1.03). Thats not noise; thats"
X Link @DelB0yTr0tter 2025-10-14T00:47Z 2432 followers, 2879 engagements

"The results are notable but could you please provide greater clarity on how much of the reported increase in revenue and income is attributable to the incremental capital allocated to the income generation strategy as opposed to being the outcome of genuine operational improvements From an objective perspective this capital allocation has coincided with substantial erosion of shareholder value reflected in the decline in share price reduction in BTC per share and compression of the NAV premium. Without that context headline growth figures risk overstating the underlying quality of earnings"
X Link @DelB0yTr0tter 2025-10-01T07:09Z 2436 followers, 25.2K engagements

"RRP to the Feds RRP (no pun intended) and a very warm welcome to the acronym were all about to get familiar with: the SRF (or Standing Repo Facility). Yesterday morning it quietly injected $XXX billion in liquidity only to be reversed back to zero by the afternoon. Whether it was a dry run or a counterparty rescued from elsewhere the signal is unmistakable. The plumbing just twitched. This marks the highest utilisation of the SRF since the p(lan)demic a subtle reminder that behind the facade of calm the system still needs transfusions. Its a matter of visibility SOFR rate is the metric to"
X Link @DelB0yTr0tter 2025-10-17T06:21Z 2442 followers, XXX engagements

"@LurkerFinance Spot or calls"
X Link @DelB0yTr0tter 2025-10-17T17:56Z 2442 followers, XX engagements

"At this rate share price will be driven towards zero before long. Nobody is bidding. Nada. None. Zero. Watch the tape Crickets Can this dynamic change any time soon Anything is possible. Probability wise very low Even if Bitcoin pumps unless they course correct the short pressure and supply will suffocate price against de minimis demand. I showed mathematical proof that against 2-3 percent rise in MSTR price this should have moved 7-8 maybe X% all things being equal and under normal circumstances. Instead it dropped by 2%. That is NOT a good sign"
X Link @DelB0yTr0tter 2025-10-14T15:00Z 2426 followers, XX engagements

"Bloody morning"
X Link @DelB0yTr0tter 2025-10-15T03:40Z 2438 followers, 2030 engagements

"Thank you for bringing it to my attention as I had not seen it until now. This is precisely the type of communication that I have been calling for. I read this (and I could be wrong of course) as confirmation that management is aligning with shareholders at this current juncture. Dylan is recognising the position that the company has found itself in and is signaling that it is out of their hand. Whilst he hasnt made any specific remarks as to whether the MSW is being operated my takeaway is that he is agreeing that dilution now isnt the right path. I say that because he hasnt refuted any"
X Link @DelB0yTr0tter 2025-10-08T02:21Z 2442 followers, XXX engagements

"Markets reward discipline in $ terms not slogans about future $1M BTC or Japanese Fixed Income TAM. You have to survive today first. The share price collapse down XX% is the number one priority to control. And control means doing what was not done before: course correction when the signals were clear. Ignoring the problem did not make it disappear. The market now knows exactly what works and what does not. Window dressing days are over. It is time for real execution measurable results tangible returns and guidance that is delivered not another glossy deck drafted on Gemini for $XX a month."
X Link @DelB0yTr0tter 2025-10-15T17:44Z 2441 followers, 4101 engagements

"People are down XX% on their life savings and Simons response is good morning planet"
X Link @DelB0yTr0tter 2025-10-17T02:18Z 2442 followers, 7558 engagements

"Metaplanet is on the verge of retracing the entire April to June advance; a move that had delivered roughly a XXX% gain. Remarkable"
X Link @DelB0yTr0tter 2025-10-16T09:39Z 2442 followers, 3511 engagements

"@Ultimecia2171 Interesting. Thank you for chiming in"
X Link @DelB0yTr0tter 2025-10-15T08:35Z 2436 followers, XX engagements

"I respectfully disagree. Information diarrhoea is not a strategy its an invitation to predatory behaviour. One of the most poignant and essential lessons from the last three months should be the recognition that management must constantly navigate a delicate equilibrium between transparency and tactical opacity. The optimal state lies in providing the market with just enough forward guidance and informational depth to enable rational price discovery and fair value calibration while retaining sufficient ambiguity to preserve strategic advantage and keep counterparties perpetually uncertain."
X Link @DelB0yTr0tter 2025-10-10T11:15Z 2435 followers, 1669 engagements

"This doesnt look like a bot or does it Anyone from Japan willing to provide a live sentiment check"
X Link @DelB0yTr0tter 2025-10-15T07:59Z 2438 followers, 3069 engagements

"These so called CEOs are like a whole generation of PMs in the investment management industry. No skin in the game. No real life business experience. No track record. CFA brainwashed foot soldiers with zero ability to think independently and so deeply entrenched in the system that feeds them buttons in exchange for taking their lives away form their families and children that they simply do not care about outperformance or taking calculated risks. Druck pumps out XX% returns because he can do whatever he wants. Rest cant. They just want to earn fees and fit in. Big shops punish their PMs for"
X Link @DelB0yTr0tter 2025-10-14T13:06Z 2440 followers, XXX engagements

"CB have proven to be a bad move. Key here is focus on what not to do based on Saylors reflections (few missteps) whilst remaining focused on carving out your own pathway that is predicated on your own merits and opportunities otherwise its just one big echo chamber everyone bowing to the same god blindly copying the same narrow playbook and wondering why everything is going to shit and nobody seems to actually get anywhere"
X Link @DelB0yTr0tter 2025-10-15T18:16Z 2441 followers, XXX engagements

"This actually happened on tv no words"
X Link @DelB0yTr0tter 2025-10-16T18:42Z 2442 followers, XXX engagements

"Out of IREN. Completely. XXX% return in X months is enough. Bulls make money bears make money pigs get slaughtered. Discipline always trumps greed. When stronger non-correlated opportunities appear rotation is the intelligent move not attachment. Position ahead of the herd and sell into strength while liquidity remains abundant. The cleanest exits happen when liquidity is still building and euphoria has yet to peak. Chasing the final tick is a mugs game. Preserving capital and moving it toward new pockets of opportunity is how outperformance is built. Its easy to say hard to do. The only real"
X Link @DelB0yTr0tter 2025-10-14T19:14Z 2442 followers, 118.5K engagements

"@teslabulltr No more spoons left. Ive run out Turkish Apologies"
X Link @DelB0yTr0tter 2025-10-17T08:27Z 2442 followers, XXX engagements

"@Groenschoen Or put another way if you started today which of the two has better odds of offering superior return for every $ invested from this point on based on 3-6-12 month timeframe"
X Link @DelB0yTr0tter 2025-10-08T07:18Z 2442 followers, XX engagements

"Preferred equity = best and safest leverage The unknown variable is demand We dont have any comps. They may have had the nod (informal commitments) from institutional investors in Japan nobody knows. Only they do. If so that would be the rabbit that Simon will pull out of the hat If at launch Metaplanet delivers relative (or even bigger) numbers than MSTR for their prefs then that is going to be a strong impetus. As Ive written before I havent been able to arrive at a firm conclusion that prefs can be delivered before 2026. I would love to be wrong. Question then becomes what happens to the"
X Link @DelB0yTr0tter 2025-10-15T18:01Z 2440 followers, 1148 engagements

"At XXX it will officially be XXX% back to April 2025 lows"
X Link @DelB0yTr0tter 2025-10-17T00:46Z 2442 followers, 1920 engagements

"What does WTI at $XX signal XX% YTD and heading lower There are major deflationary forces at play. FED is behind. Massively. Shock The FED easing cycle has higher odds of getting more aggressive now than any other time since they began raising back in XX. When the denominator is getting smashed to pieces hard money takes centre stage not because fundamentals changed but because the unit of account lost more credibility. Nobody wants paper money anymore Its a money problem. What is money () This trend hasnt begun yet. Silver breakout was at $XX not $XX (thats a psychological number). Price is"
X Link @DelB0yTr0tter 2025-10-17T02:26Z 2442 followers, 1004 engagements

"Did you read my posts earlier BTC treasuries dont have competition. They dont have customers (mostly). They have buyers. Their buyers are their shareholders. They compete with themselves. To group them together is misplaced. Go back and read my posts then spend some time REALLY thinking about this independently. I know its hard but it will be an enlightening experience if you can make it passed 5-10 mins. Very worthwhile. Youll graduate into the XXXX% in this space and will become a different man forever if you harness the power of independent thinking"
X Link @DelB0yTr0tter 2025-10-17T23:09Z 2442 followers, XX engagements

"Gold now makes up XX% of global central bank reserves up from XX% in June; driven by price gains and rapid diversification away from the USD. Dollar share of global reserves has fallen from XX% in the early 2000s to XX% today. At $5790/oz gold and dollar reserves would stand at parity"
X Link @DelB0yTr0tter 2025-10-18T00:06Z 2442 followers, XXX engagements

"@jphilt1 Insulting Terrible comps $F $GM and $HYMTF are not comps for $RACE Do better"
X Link @DelB0yTr0tter 2025-10-17T22:42Z 2442 followers, XX engagements

"If youre going to come on my feed and talk straight out of your arse you will be blocked instantly. I dont care if youre Elon Musk"
X Link @DelB0yTr0tter 2025-10-15T09:52Z 2438 followers, 1026 engagements

"People need to wake up and recognise that there is a much larger game at play and that real opportunities exist well beyond the current obsessions with AI Bitcoin miners and the treasury companies that appeared out of nowhere last week. When youre chasing price you become someone elses exit liquidity. Thats a matter of fact. Some people have learned the painful lesson and some will unless they exercise simple logic. I write with precision and intent. If you misinterpret what I say it is a signal to pause and reflect before you even think about deploying a penny of real capital. Looking is not"
X Link @DelB0yTr0tter 2025-10-16T04:10Z 2440 followers, 1156 engagements

"If Metaplanets NAV premium continues to erode toward XXX the only rational move is to reverse the dynamic entirely. Liquidate 10000 BTC at $100k (realising roughly $X billion) and redeploy it into an immediate large scale share repurchase via Dutch tender and accelerated buyback with full cancellation of the retired shares. The compression in free float would obliterate borrow availability ignite forced buy-ins and trigger a reflexive short squeeze that re-anchors the premium well above XXX. It would signal capital-structure mastery restore confidence and reposition Metaplanet from passive"
X Link @DelB0yTr0tter 2025-10-14T10:38Z 2442 followers, 19.9K engagements

"They effectively pulled forward a significant amount of future demand and the consequence (as is now unmistakably evident) has been a severe compression of the NAV premium. As I have demonstrated with verifiable data rather than conjecture the prudent course at this stage with the 2025 objectives already achieved is to ease off the accelerator and allow market forces to re-establish equilibrium beneath the price (as opposed to drip feeding more shares every week via EVO). This must be accompanied by clear strategic communication from management to reassure the retail base that there is"
X Link @DelB0yTr0tter 2025-10-08T05:12Z 2442 followers, XXX engagements

"What we are witnessing is a pronounced and deliberate flight to quality not a speculative rush but a systemic repricing of what constitutes true collateral. Gold has already reclaimed its role as the ultimate deflation hedge (the only asset that holds real value when credit confidence and velocity collapse) but the far greater opportunity now lies in silver. Silver is the monetary systems forgotten twin: scarcer in above ground stock more indispensable to modern industry and historically far more explosive when capital realigns toward real collateral. In the early 1930s when the United States"
X Link @DelB0yTr0tter 2025-10-17T05:43Z 2442 followers, XXX engagements

"@OldSkoolVita @Eladsha12"
X Link @DelB0yTr0tter 2025-10-16T04:23Z 2438 followers, XXX engagements

"Golds monthly RSI has surged above XX the most overbought reading in more than half a century. That tells us one thing: the monetary system is undergoing a structural repricing not a transient rally. Gold has already entered the acceleration phase of its re-monetisation cycle. But what matters most now is that this momentum is the single most bullish signal for silver and silver miners since the 1970s. Historically every time golds monthly RSI exceeded XX for a sustained period silver entered a parabolic catch-up phase within three to six months. The reason is mathematical as much as"
X Link @DelB0yTr0tter 2025-10-17T03:34Z 2442 followers, 1086 engagements

"Metaplanets recent conduct borders on outright misrepresentation. By selectively granting preferential terms to incoming institutional capital rather than offering parity of access to its long standing retail shareholder base management has not only alienated its most loyal investors but also signalled that expedient liquidity outweighed equitable capital formation. It is highly probable that retail shareholders given the same entry price would have significantly expanded their positions leaving the company with a stronger equity cushion and without the reputational damage now inflicted. The"
X Link @DelB0yTr0tter 2025-09-25T08:52Z 2442 followers, 95.3K engagements

"The self-interested actors who controlled the retail narrative for Metaplanet from April to June were amateurs. Complete amateurs. Instead of encouraging and nurturing discourse on the most wide reaching platform on the planet they forced retail into silos on Discord groups and noise filters that ended up muting sentiment altogether. The resulting effect is a bunch of grown adults regularly congregating in their little chat rooms like twelve year old children crying to one another about what a disaster their first foray into investing has been Enough is enough. Get out and speak. HERE on this"
X Link @DelB0yTr0tter 2025-10-15T14:24Z 2442 followers, 2949 engagements

"Either Metaplanet never had / has lost total control over what EVO does or they are actively selling shares without any regard for shareholder value and responsible governance Yesterdays volume was approx XXXX million and the XXX represents XXXX% of issuance Before the keyboard warriors come out swinging whether its XXX% or XX% is irrelevant. The purpose for which this capital raise is being done at this current NAV multiple is simply value destructive. The numbers mathematically prove this. Diluting at this moment in time does nothing for the stock (clearly) and for every BTC that the"
X Link @DelB0yTr0tter 2025-10-08T13:31Z 2442 followers, 2866 engagements

"Say what you will about Jamie Dimon but the man has a gift for sharp unscripted one liners. When you see one cockroach there are probably more everyone should be forewarned on this one. Context: bankruptcy of First Brands a $XX billion shadow bank where over $X billion apparently just vanished into thin air from their balance sheet lol"
X Link @DelB0yTr0tter 2025-10-17T05:58Z 2442 followers, XXX engagements

"I would also add the smaller companies cannot even physically consider issuing preferred equity. Their balance sheets are not big enough. One of the reasons Simon ended up tripping himself up was by rushing to expand the balance sheet size to max out on the pref issuance capacity. What seems to have been overlooked is the collateral damage inflicted over the past four months as direct result of the aggressive pursuit of this expansion"
X Link @DelB0yTr0tter 2025-10-15T18:11Z 2441 followers, XXX engagements

"@sladetennis Terrible take. Hope is not a strategy for a business. You may well beat that drum for bitcoin but this is a public company. Think about it for a few minutes"
X Link @DelB0yTr0tter 2025-10-14T18:02Z 2427 followers, XXX engagements

"The key takeaway is that the company intends to pivot away from equity dilution and towards generating tangible operating income to fund preferred dividends with any surplus channelled into further Bitcoin accumulation. The real question is how materially this strategy translates into higher BTC per share for shareholders once operating expenses and the growing ex-banker-heavy senior headcount are accounted for. Cash flow remains king but only if it proves scalable"
X Link @DelB0yTr0tter 2025-10-16T10:14Z 2438 followers, XXX engagements

"@LurkerFinance @Groenschoen @Alexiran12 @JoshMandell6 @AdamBLiv @vincent13031925 Yes. Josh is a great fellow"
X Link @DelB0yTr0tter 2025-10-08T15:31Z 2438 followers, XXX engagements

"The notion of a public company CEO or anyone holding any position of significance in their immediate C-level circle writing essay style weekly reviews is at best performative and at worst symptomatic of weakness insecurity and a lack of strategic depth. The market is the only true arbiter of corporate success; public perception is not shaped by prose but by performance. If you deliver real results everybody finds outs instantly and renders weekly love letters totally redundant. In any properly structured organisation investor relations and communications professionals exist precisely to"
X Link @DelB0yTr0tter 2025-10-14T08:54Z 2427 followers, 2542 engagements

"@blu400_ Buying back What are you talking about"
X Link @DelB0yTr0tter 2025-10-16T03:41Z 2439 followers, XXX engagements

"Less they reveal the better. Leverage the uncertainty. Its one of the few remaining asymmetric advantages management has in a market that thrives on over-disclosure and reflexive speculation. Strategic opacity when used judiciously keeps counterparties uncertain and forces the market to price optionality rather than certainty. In a game dominated by high-frequency capital and algorithmic positioning that uncertainty is the moat. As for the comparison to MSTR Ive lost count of how many times Ive explained (with data to support it) that the analogy is fundamentally misplaced. MicroStrategy is"
X Link @DelB0yTr0tter 2025-10-10T12:16Z 2438 followers, 2576 engagements

"@LA2K4ERS @Eladsha12 Metaplanet"
X Link @DelB0yTr0tter 2025-10-15T18:21Z 2441 followers, XXX engagements

"Dilution is a tool not a target. Issuing at depressed premia transfers value from existing holders to new money and entrenches the bear narrative; each unit of BTC acquired is offset by a larger destruction of credibility capital so BTC per share and market cap per dollar worsen ex post. The objective mustnt be a headline stack number but maximising BTC per share and sustaining a premium that lowers your forward cost of capital. That requires sequencing: first defend price and restore trust then issue into strength. The decision rule is simple and irrefutable: only issue when three lights are"
X Link @DelB0yTr0tter 2025-10-14T14:31Z 2432 followers, 2722 engagements

"$SILJ JAN 2027 $XX CALLS UPDATE Added meaningfully on conviction guided by the data driven analysis below. Increased exposure at levels as much as XX% below yesterdays close. The rationale is entirely evidence-based grounded in structural positioning data that remains intact regardless of todays volatility. This analysis reflects data as of yesterdays close and the key point is that earnings season for the entire complex begins Monday; making this the final clean window to adjust positioning before the data cascade hits. ----------------------------------------------------- $SILJ options"
X Link @DelB0yTr0tter 2025-10-17T14:48Z 2442 followers, 1606 engagements

"Its an exceptionally difficult sector to analyse but very under exposed while all the fan boys are chasing AI. This is AI. The second order effect. The risk profile is extreme but very convex pay off as well with outcomes for indicted names driven by execution geopolitics and a web of interdependent variables that only a handful of people can truly process with confidence. Im certainly not among them. My thesis rests on the sheer imbalance between supply and demand and the magnitude of the structural shift underway. What I value most is liquidity and the ability to enter and exit positions"
X Link @DelB0yTr0tter 2025-10-15T03:16Z 2441 followers, XX engagements

"The last thing you want is to rob Peter to pay Paul. We have all heard the phrase accretive dilution ad nauseam yet the retrospective evidence makes clear that this methodological shift was anything but accretive and has in fact been destructive from a value creation perspective. The critical feature that allowed the original structure to operate favourably for the stock was that EVO could only exercise moving strike warrants on days when the share price closed higher than the prior session. That mechanism sent an unmistakable signal to the market that the company would only issue into"
X Link @DelB0yTr0tter 2025-09-30T22:08Z 2435 followers, XXX engagements

"Vol is set to remain elevated until the end of October. Middle East events in the last XX hours were significant for markets going into Trump - Xi APEC summit in South Korea (Oct 31-Nov 1). US gained more leverage. A trade detente now looks increasingly plausible; weakening Chinas geopolitical hand. That bodes well for Russia Ukraine prospects as well combined with strong Q3 earnings bullish Q4 seasonality and liquidity rotation into hard assets. The setup favours a powerful melt up across US equities gold and Bitcoin. Optically its the perfect backdrop for Trump heading into 2026 and mid"
X Link @DelB0yTr0tter 2025-10-14T09:03Z 2441 followers, 1945 engagements

"I am going to share my position today. What I will not do is get into execution and mechanics but I will provide a summary of the thesis with data and evidence based reasoning behind it. Its always about the data. Since Metaplanet back in Q1 2025 this is the cleanest and most convex bet I have seen across the entire market and so I naturally size up accordingly (for me). Kelly criterion is key. Always. I am not for a second going to entertain any sort of pissing contest and throw up screenshots of my entry an exit and how green my P&L looks etc. If others do that then great. I will not. The"
X Link @DelB0yTr0tter 2025-10-16T02:23Z 2442 followers, 5643 engagements

"@applelinux What hasnt moved recently (apart from Metaplanet)"
X Link @DelB0yTr0tter 2025-10-17T05:45Z 2442 followers, XXX engagements

"To be clear Im not saying the move has run its course. The question I ask myself is simple: after a XXX percent advance in two months (for me) what is the probability that the same magnitude of continuation follows without a structural reset Markets rarely compound linearly at that velocity. Momentum this extreme usually implies either a pending consolidation or a re-pricing of expectations. The job now isnt to predict continuation but to assess the distribution of outcomes; how much asymmetry remains after that kind of convex payoff has already played out. This is just one fallible mans"
X Link @DelB0yTr0tter 2025-10-15T02:59Z 2439 followers, 1469 engagements

"You have to view this through the lens of a fixed income investor who also possesses a deep understanding of Bitcoins monetary architecture. Without the latter its like talking to a wall. Think of it analogously to the long end of the curve the 30-year Treasury. For a fixed income investor price volatility is secondary; what ultimately governs allocation is the stability of the income stream and the credibility of the collateral underpinning the instrument in other words the perceived default risk. MSTR evangelists love to spend countless hours on this At the institutional level particularly"
X Link @DelB0yTr0tter 2025-10-16T02:49Z 2442 followers, 2602 engagements