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Metaplanet, led by Dylan LeClair, has made significant moves in its bitcoin strategy, including acquiring a substantial amount of bitcoin and deleveraging through bond redemptions. The company has also announced plans to build a bitcoin-backed yield curve in the Japanese fixed income capital market and scale its bitcoin treasury operations. Additionally, Metaplanet has completed a major fundraising effort, raising $XXX billion.
Social category influence cryptocurrencies #7441 stocks XXXX% finance #4759 countries XXXX% currencies XXXX%
Social topic influence $btc #1305, bitcoin #2528, $mstr 0.65%, $strc #28, saylor #111, japan 0.65%, investment 0.65%, fixed income 0.65%, marks 0.32%, ipo XXXX%
Top accounts mentioned or mentioned by @gerovich @metaplanetjp @saylor @hodl15capital @roaringragnar @jeffgoldsmith23 @mc_khristina @second_epoch @sahilzaverimd @strategy @tslaish @punterjeff @adam3us @btcbullrider @boyz_meta @zynxbtc @actuallyclimber @britishhodl @stephanedebaets @adrian_r_morris
Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Metaplanet Inc. (MTPLF) MicroStrategy Incorporated XXXXX% Series A Perpetual Stride Preferred Stock (STRD) Stride (STRD) Strategy Incorporated (STRF)
Top posts by engagements in the last XX hours
"@gerovich $BTC π"
X Link @DylanLeClair_ 2025-10-02T23:54Z 426.8K followers, 8385 engagements
"Q4 marks a critical stretch for Metaplanet as we continue to execute our vision. As such we are calling an Extraordinary General Meeting of Shareholders on December XX 2025 with October XX 2025 set as the record date for voting eligibility. More details to come"
X Link @DylanLeClair_ 2025-10-08T10:22Z 426.8K followers, 193.4K engagements
"@saylor @Strategy e the Change"
X Link @DylanLeClair_ 2025-10-03T00:42Z 426.8K followers, 15K engagements
"$MSTR Upsizes $STRC IPO 4x to $2B From $500M; Prices at $XX X% Initial Dividend XX% Effective Yield - Bloomberg"
X Link @DylanLeClair_ 2025-07-24T16:21Z 426.9K followers, 196K engagements
"To the elievers. π₯"
X Link @DylanLeClair_ 2025-10-05T08:45Z 426.8K followers, 114.4K engagements
"With the addition of another 75.5m shares ($270.5m); Capital Group has more than doubled their stake in Metaplanet. They now own XXXXX% of the company"
X Link @DylanLeClair_ 2025-09-25T07:41Z 426.8K followers, 257.8K engagements
"Time to $STRC. $BTC"
X Link @DylanLeClair_ 2025-10-02T13:26Z 426.8K followers, 58K engagements
"@morpheus7447x @Malikas_Friend @satoshi132009 @TSLAish @Silverback82804 @HewadGhani @airmanRL4 @Han_Akamatsu @gerovich @adam3us @RoaringRagnar @saylor @Metaplanet_JP @BTCBULLRIDER @HermesLux @Bitcoin_Baddie_ @CompliantDegen Room to operate meaning Do you mean buying more bitcoin which reduces mNAV I encourage you to check out our Phase II presentation for a more comprehensive view of our model and our plans for the future of the company. (See pref mNAV equivalent visual below)"
X Link @DylanLeClair_ 2025-10-07T21:25Z 426.8K followers, 9619 engagements
"#4 in Japan in value traded today (120b/$827m)"
X Link @DylanLeClair_ 2025-06-25T06:40Z 426.8K followers, 92.4K engagements
"@hkuppy The losses arent from BTC its from fake markets on KuppyCoin and Dylancoin where perp orderbooks went X bid and markets went to literal zero"
X Link @DylanLeClair_ 2025-10-12T17:53Z 426.8K followers, 3956 engagements
"Domestic Money Market Funds to Return After X Years More Investment Options in a World with Interest Rates - Nikkei Currently average deposit rates are about 0.2%. If relaunched today MMF yields would likely be close to 0.5%"
X Link @DylanLeClair_ 2025-10-05T10:35Z 426.8K followers, 74.4K engagements
"@dgt10011 @APompliano CIO of $BRR. Congrats Jeff @APompliano got a great oneπ«‘"
X Link @DylanLeClair_ 2025-08-04T14:22Z 426.8K followers, 7474 engagements
"Metaplanet Bitcoin Income Generation revenues (USD): Q4 2024: $4.7M Q1 2025: $5.2M Q2 2025: $7.7M Q3 2025: $16.5M"
X Link @DylanLeClair_ 2025-10-01T07:04Z 426.8K followers, 115.2K engagements
"Primary equity offerings in Japan in 2025"
X Link @DylanLeClair_ 2025-10-03T00:47Z 426.8K followers, 100.1K engagements
"Call your shots. $BTC"
X Link @DylanLeClair_ 2025-07-10T15:58Z 426.9K followers, 48.9K engagements
"Please note this purchase is just the first tranche"
X Link @DylanLeClair_ 2025-09-22T03:58Z 426.9K followers, 303K engagements
"Youll often see charts from Weimar Germany of gold priced in the paper mark going parabolic. What that chart doesnt show is the sharp drawdowns & volatility that occurred during the hyper-inflationary period. Speculating using leverage got wiped out multiple times. $BTC 1/2"
X Link @DylanLeClair_ 2021-05-23T17:29Z 426.8K followers, 3870 engagements
"@DelB0yTr0tter 1) BTC/share is at its highest point ever. 2) As per disclosures there is now XX billion JPY of capital segregated from long term HODL allocated to Bitcoin Income Generation. 3) The stated purpose of growing this business is stated in (4) "
X Link @DylanLeClair_ 2025-10-01T07:17Z 426.8K followers, 7497 engagements
"@clinkie44 @Malikas_Friend @satoshi132009 @TSLAish @Silverback82804 @HewadGhani @airmanRL4 @Han_Akamatsu @gerovich @adam3us @RoaringRagnar @saylor @Metaplanet_JP @BTCBULLRIDER @HermesLux @Bitcoin_Baddie_ @CompliantDegen I will aim to change that soon. Its been a busy period where the ability to do live off the cuff recordings have been handicapped"
X Link @DylanLeClair_ 2025-10-07T21:31Z 426.8K followers, 12.2K engagements
"Metaplanet raised $517M in equity capital on day #1 of the 555M Plan while simultaneously extinguishing $281M of X% ordinary bonds. BTC Rating (BTC NAV / Debt) rerated from 4.0x to 97.8x in the process. Metaplanet now holds $1.18B in $BTC against $0.012b in bonds"
X Link @DylanLeClair_ 2025-06-25T01:02Z 426.9K followers, 321.3K engagements
"@dRiskDave Frankly we are as strong and robust as ever internally and are closer to executing on our vision for the business and the capital markets at large with every passing day. We will control what we can control. We are undeterred"
X Link @DylanLeClair_ 2025-10-15T15:03Z 426.8K followers, 32.6K engagements
"$STRD is $STRF without all of the protections in place; non-cumulative non-mandatory dividends junior to $STRF. $STRF = Investment Grade $STRD = Junk Grade Saylor is coming for the entire fixed income market"
X Link @DylanLeClair_ 2025-06-02T20:44Z 426.9K followers, 304.6K engagements
"Capital Group has increased its stake in Metaplanet to 55.1M shares (7.97% as of Aug 15) up from 44.8M shares (6.84% as of July) as reported in a filing submitted to Japans Ministry of Finance. Filed Aug XX via EDINET. Link with details below"
X Link @DylanLeClair_ 2025-08-23T17:25Z 426.8K followers, 170.3K engagements
"Original FY25 10K $BTC Holdings Guidance: β
Revised FY25 30K $BTC Holdings Guidance: β
"
X Link @DylanLeClair_ 2025-10-01T06:59Z 426.8K followers, 69.7K engagements
"Shares can go down even when there are no MSW exercises. Shares can go up ten straight days while MSW issuance accounts for 1520% of daily volume like we saw in May. An operating company cannot control its share pricethere isnt a joystick to simply pull. MSTR didnt ATM a single share for weeks after Q2 earnings and in BTC terms MSTR still went down. There are countless variables behind how markets trade day to day. It might not be the most satisfying answer but assets with XXX% annualized volatility move irrationally at times in both directions. Weve seen three or four 50-60% drawdowns in the"
X Link @DylanLeClair_ 2025-10-07T21:11Z 426.8K followers, 165.2K engagements
"Year #1 in the books. π«‘"
X Link @DylanLeClair_ 2024-12-28T15:38Z 426.8K followers, 151.5K engagements
"Some thoughts on the landscape of Bitcoin-backed fixed-income securities and the endgame coming into focus. To rewind a bit let me take you back to 2021 the manic phase of the COVID bull market. I had just begun a full-time position writing research for Bitcoin Magazine Pro (then called The Deep Dive) an analytics focused newsletter focused on the Bitcoin market. At that time a dominant market talking point among Bitcoiners was contango the phenomenon of futures trading at a premium to the spot price for a commodity. That premium is common in commodity markets because of physical constraints"
X Link @DylanLeClair_ 2025-06-27T16:00Z 426.8K followers, 414.2K engagements
"@EnricoPassaniti Extraordinary meetings are called to vote on measures that require shareholder vote"
X Link @DylanLeClair_ 2025-10-08T10:24Z 426.8K followers, 6848 engagements
"Metaplanet Releases Q2 Earnings: - Announces Metaplanet Prefs to scale Bitcoin treasury operations - Announces intent to build a Bitcoin-Backed Yield Curve in Japanese Fixed Income capital market. Full XX Page Presentation attached below"
X Link @DylanLeClair_ 2025-08-13T08:40Z 426.8K followers, 399.3K engagements