@boyz_meta Avatar @boyz_meta boyzMETA

Metaplanet's stock has been experiencing significant price action, recently breaking out from a 2-month consolidation pattern but then failing to defend its support level, leading to a notable decline. The company's market capitalization has dropped since the start of its $555 million plan, despite its Bitcoin holdings growing. Regulatory changes, such as a potential Nasdaq rule tightening, may impact Metaplanet's future fundraising efforts.

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Social Influence

Social category influence stocks 75.22% finance 60.18% cryptocurrencies 38.94% currencies 13.27% countries 11.5% exchanges 2.65% technology brands 2.65% financial services 1.77% automotive brands 0.88% travel destinations 0.88%

Social topic influence $mtplf #25, bitcoin 31.86%, fund 20.35%, evo 18.58%, daily 13.27%, in the 13.27%, japan 11.5%, level 10.62%, target 9.73%, market 8.85%

Top accounts mentioned or mentioned by @shirtharmony @metaplanet @gerovich @ytriggered16380 @dylanleclair @actuallyclimber @shinpei3350 @outsidedabox_ @dionysus_666 @mintcitycollect @750 @850 @1000 @saylor @juriwatanabe @yoshimi3350abe @vincent13031925 @chartingthemkt @deepvaluebagger @venicehodl

Top assets mentioned Metaplanet Inc. (MTPLF) Bitcoin (BTC) iShares BTC Trust (IBIT) Robinhood Markets, Inc. (HOOD) Circle Internet Group, Inc. (CRCL) Coinbase Global Inc. (COIN) Mario Coin (COIN) Asset Entities Inc. (ASST) Strategy (MSTR) CLEANSPARK INC (CLSK) Vixco (VIX)

Top Social Posts

Top posts by engagements in the last [--] hours

"If you still DO NOT believe that crypto and Bitcoin have been in downtrend market since late last year just look at all of these indicators and warnings Time to panic was LAST YEAR Now is the time to CALM down and re-assess SOON you would be able to buy $HOOD and $CRCL at their IPO price $38 and $31 respectively 😉 Too many people still in-denial and arguing we're in bull market. unbelievable NFA $IBIT https://twitter.com/i/web/status/2019141711172366721 https://twitter.com/i/web/status/2019141711172366721"
X Link 2026-02-04T20:11Z [----] followers, [----] engagements

"$CLSK 4H Chart CleanSpark still in bottoming process How many times I have mentioned to never trust any price movement during pre or post-market hour. Too many retailers get sucked-in into FOMO by all of influencers postings. These influencers have no shame That's what happened this morning. It again failed to test resistance (2) for the second time and touched new low this morning $15.25 as everyone got flushed. So we're still defending support(3) . Any good news [--]. Nothing is broken as far as TA is concerned. Bottom tail $15.43 from last week is still VALID since this morning candle did not"
X Link 2024-04-08T18:59Z [----] followers, 16.4K engagements

"New hint from @dylanleclair We gonna 'Climb That Ladder' @ActuallyClimber 👀 $MTPLF # [----] 🪜 https://t.co/Wt38vu9pYi 🪜 https://t.co/Wt38vu9pYi"
X Link 2025-06-24T18:52Z [----] followers, [----] engagements

"Capitulation Limit Up 1st time since May25 $MTPLF # 3350"
X Link 2025-09-10T06:04Z [----] followers, [----] engagements

"Important Metaplanet chart series compare to Japanese en and Bitcoin-JPY denominated. TLDR: This year Metaplanet outperforms all Bitcoin related assets denominated in en except Nexon Co. Ltd (3659) 1/ Metaplanet [----] outperforms Japanese en YTD by 23%+ [----] YTD +23% JPYUSD YTD +0.75% 🧵 $MPJPY $MTPLF # https://twitter.com/i/web/status/2003605377833717785 https://twitter.com/i/web/status/2003605377833717785"
X Link 2025-12-23T23:15Z [----] followers, [----] engagements

"WARNING [---] breakdown is CONFIRMED this week 450-455 last support zone breakdown is NOT confirmed You can clearly see why [---] zone is very CRITICAL line in the sand last week. We're now on the verge of triggering potential bearish H&S pattern either on daily or weekly chart. H&S pattern neckline is around [---]. It does NOT mean if price fell below [---] then bearish pattern will be triggered immediately How do you know when it gets triggered Once price falls below [---] you have to wait for confirmation breakdown in the next 1-2 days daily candle. If the next daily candle can close below the"
X Link 2026-01-31T21:02Z [----] followers, [----] engagements

"PAY ATTENTION to USD Index DXY and US10Y Yield Risk Off vs. Risk On Guidance https://twitter.com/i/web/status/2018425688202912153 https://twitter.com/i/web/status/2018425688202912153"
X Link 2026-02-02T20:45Z [----] followers, [---] engagements

"VOLUME & SHORT INTEREST Metaplanet peak volume last year was during May'25 short squeeze introduction of 555M plan last summer [----] and Sep'25 capitulation. 1/ Daily trading volume (in USD term) Trading volume reached more than $1 billion in May'25 during short squeeze and it was repeated in June25 when it reached more than $900+ million. Then $800+ million in Sep25 capitulation event. Since then volume has been declining tremendously within $100-$300 million range until end of year [----]. Similar range in Jan26 too. 2/ Avg daily volume/shares outstanding ratio Vol/Shares Out. ratio peak in"
X Link 2026-02-03T06:11Z [----] followers, [----] engagements

"CRITICAL BOUNCE ZONE Today Metaplanet is opening on local Japanese TSE market 10-20 away from critical neckline level. It's crucial for a bounce. Check my guidance on prev' post below to learn if 450-455 support zone is confirmed or not. $MPJPY $MTPLF # WARNING [---] breakdown is CONFIRMED this week 450-455 last support zone breakdown is NOT confirmed You can clearly see why [---] zone is very CRITICAL line in the sand last week. We're now on the verge of triggering potential bearish H&S pattern either on daily or weekly https://t.co/Wj2cw0AV49 WARNING [---] breakdown is CONFIRMED this week 450-455"
X Link 2026-02-05T00:14Z [----] followers, [----] engagements

"REMINDER Pay attention to $DXY and US10Y Yield for risk-off / risk-on narrative I would add one more US10Y - JP10Y Yield spread. It's CRUCIAL to defend 2% yield spread NFA https://twitter.com/i/web/status/2019488496088715704 https://twitter.com/i/web/status/2019488496088715704"
X Link 2026-02-05T19:09Z [----] followers, [---] engagements

"$IBIT BTCUSD Bitcoin downside target reached Time for consolidation & potential dead cat bounce . NFA $IBIT BTCUSD Bitcoin LIQUIDITY . Nothing else matter. https://t.co/ty8Ykl2XV3 $IBIT BTCUSD Bitcoin LIQUIDITY . Nothing else matter. https://t.co/ty8Ykl2XV3"
X Link 2026-02-06T02:20Z [----] followers, [----] engagements

"What a TURBULENCE week we had + SPX down only 0.22% with drawdown about 3% mid-week + NDX down 2.58% with drawdown almost 5.5% mid-week + RUT up +1.4% with drawdown more than 3.6%+ mid-week + DJIA hit ATH and broke above $50 TLDR: Its clear from few of these series indicators bond market and currency still worry and suspicious about the market. 👇 The warning has been there since [--] weeks ago but so many people ignore them. Be careful. Stay nimble Risk management is the most IMPORTANT thing during volatile market NFA 1/ $DXY is still above breakdown zone and up +2.5% from last week bottom 🧵"
X Link 2026-02-07T19:25Z [----] followers, [---] engagements

"4/ US10Y-JP10Y yield spread still consolidation on 2% important zone and again it closed this week below 2%"
X Link 2026-02-07T19:25Z [----] followers, [--] engagements

"5/ $TLT is still range-bound between $86-$88.5 zone and cant make up its mind. https://twitter.com/i/web/status/2020217413271486974 https://twitter.com/i/web/status/2020217413271486974"
X Link 2026-02-07T19:25Z [----] followers, [----] engagements

"6/ $VIX Volatility Index for S&P [---] is still range bound between $12-$25 but it has been trending up and elevated since late last year [----]. This week it closed above $17 instead of below $15 zone. https://twitter.com/i/web/status/2020217416522043754 https://twitter.com/i/web/status/2020217416522043754"
X Link 2026-02-07T19:25Z [----] followers, [---] engagements

"Bitcoin/Gold ratio hit PEAK VOLUME last week Week 23rd of avg. 50-60 weeks downtrend (when breaking from [--] weekly MA) Almost -69% from Dec'24 ATH We're on CONSOLIDATION phase now between BTCUSD/GOLD [--] - [--] with potential of lower low $IBIT UNDERCUT Low H&S Pattern COMPLETED Exactly like predicted Were on week 22nd of avg. 50-60 weeks downtrend (when breaking down from [--] weekly MA) 1/ Peak to trough from Sep25 (50 weekly MA) -54%+ 2/ Peak to trough from Aug25 almost -60%+ 3/ Peak to trough from ATH https://t.co/Q3d9rvZwRX UNDERCUT Low H&S Pattern COMPLETED Exactly like predicted Were on"
X Link 2026-02-10T00:37Z [----] followers, [----] engagements

"$HOOD Robinhood down more than 50%+ from ATH Downside target $67-ish Completion of H&S pattern is converged at these [--] levels ($54-$59): + 78.6% Fib Retr. + Aug'21 pivot high. + Gap-fill May'25 If you still DO NOT believe that crypto and Bitcoin have been in downtrend market since late last year just look at all of these indicators and warnings Time to panic was LAST YEAR Now is the time to CALM down and re-assess SOON you would be able to buy $HOOD and $CRCL at https://t.co/TUkkCYUqxF If you still DO NOT believe that crypto and Bitcoin have been in downtrend market since late last year just"
X Link 2026-02-12T16:20Z [----] followers, [---] engagements

"$COIN Coinbase bounces from $146 last week so far failed but breakdown is NOT confirmed until at least several days daily candle. -68%+ from ATH If you still DO NOT believe that crypto and Bitcoin have been in downtrend market since late last year just look at all of these indicators and warnings Time to panic was LAST YEAR Now is the time to CALM down and re-assess SOON you would be able to buy $HOOD and $CRCL at https://t.co/TUkkCYUqxF If you still DO NOT believe that crypto and Bitcoin have been in downtrend market since late last year just look at all of these indicators and warnings Time"
X Link 2026-02-12T16:39Z [----] followers, [----] engagements

"$ASTS AST SpaceMobile tested 61.8% Fib Retr. today Support zone coming up around $75. Uptrend channel lower-band is converged with [---] daily MA ($60) and July'25 pivot high"
X Link 2026-02-13T00:38Z [----] followers, [---] engagements

"$PLTR Palantir down almost 40% from ATH Nice bounce off this morning from major support $126 Resistance is at neckline $145-$147 with lower support at $120 NFA"
X Link 2026-02-13T19:15Z [----] followers, [---] engagements

"FAKE BREAKDOWN $COIN Nice reversal by Coinbase (with strong volume) after unconfirmed breakdown yesterday before ER It's CRUCIAL to never trust "unconfirmed" breakdown Next resistance $178-$180 with support $145-$146 NFA. $COIN Coinbase bounces from $146 last week so far failed but breakdown is NOT confirmed until at least several days daily candle. -68%+ from ATH https://t.co/XVlRwSH1nr $COIN Coinbase bounces from $146 last week so far failed but breakdown is NOT confirmed until at least several days daily candle. -68%+ from ATH https://t.co/XVlRwSH1nr"
X Link 2026-02-13T19:28Z [----] followers, [---] engagements

"Starting from June [--] [----] (555M Plan) till end of Aug'25 Evo Fund has exercised 150.5M shares (81.35%) on 20th series SAR. Metaplanet Market Cap has dropped since the start of [---] Plan from [---] billion to [---] billion (-31%) Meanwhile BTC/Share has grown from [-------] to [-------] (+44%) and BTC holding grown from 11111BTC to 20000BTC (80%) with 25% of common shares dilution. This Sep MSW strategy will be on-pause from Sep [--] 'till Sep [--] (18 trading days) Instead Metaplanet is going for Int'l 555M issuance offering with min. 180M shares will be purchased by Underwriters this Sept. 180M shares"
X Link 2025-09-01T18:56Z [----] followers, [----] engagements

"For those who are afraid that Evo Fund will keep limiting daily upside movement when Bitcoin is going into parabolic stage remember Metaplanet disclosure on 555M plan: "The Company in accordance with Article 434(1) and Article 436(1)(5) of the Listing Rules will not allow the allottee to exercise rights that would result in new shares exceeding 10% of the total listed shares in any single calendar month" -- Page [--] (June [--] [----] Disclosure) "Note: Under the regulations of the Tokyo Stock Exchange if the exercise price is below the closing price of the announcement date the monthly number of"
X Link 2025-10-05T05:26Z [----] followers, [----] engagements

"My major investment narrative to invest in Metaplanet it has to outperform Bitcoin and Fiat (especially USDJPY or JPYUSD denomination) As there is an initiative by Bank of Japan and US Gov't interest to keep en stronger (not weaken) for stabilizing Forex and US bond markets it will become a temp. headwind for this investment. Notice both TSE:3350 and MPJPY underperform JPYUSD and USDJPY by about 10% YTD. . and MTPLF underperforms USDJPY almost 1% starting today. YTD Japanese en has strengthen almost 1% against US Dollar Furthermore Bitcoin denominated in en term (BTCJPY) underperforms JPYUSD"
X Link 2026-02-04T01:05Z [----] followers, [----] engagements

"$ASST Strive target $7.70 already reached without rejection zone testing (negative sentiment) Wedge pattern consolidation is the one of most painful consolidation You need capitulation volume to verify if bottom is in Next downside target is "all time low" Dec'24 $6.70 Without reverse split adjusted it's $0.33. Imagine if they did not do reverse split One of the WORST charts $ASST Strive breakdown confirmed today. As we're hitting minor downtrend support today with RSI divergence there is a possibility of minor bounce toward rejection zone Failure on rejection zone will target previous pivot"
X Link 2026-02-12T16:53Z [----] followers, [----] engagements

"Is it really a BULL FLAG $IBIT everyone says Bitcoin is on "bull" flag consolidation; until it's NO longer a bull-flag pattern anymore This has to be the UGLIEST bull flag that I've ever seen. We're about 20%-30% away from the bottom of the body daily candle on last Friday Feb [--] [----] Be careful. $IBIT BTCUSD Bitcoin downside target reached Time for consolidation & potential dead cat bounce . NFA https://t.co/JvJNqXE8WM $IBIT BTCUSD Bitcoin downside target reached Time for consolidation & potential dead cat bounce . NFA https://t.co/JvJNqXE8WM"
X Link 2026-02-12T20:41Z [----] followers, [----] engagements

"Hi @gerovich @dylanleclair First of all congrats on the success of completing int'l offering and be able to raise substantial amount for acquiring Bitcoin. Even @saylor has mentioned today that he believes Metaplanet will become the most valuable company in Japan and he gets up everyday to make sure that Metaplanet will not outrun Strategy. This is a huge accomplishment and complement In the Q&A disclosure that you have released last night you have explained in details about the purpose of doing this overseas offering even during the negative downtrend sentiment nowadays. I have addt"
X Link 2025-09-18T01:39Z [----] followers, 383.8K engagements

"WATCH OUT Ive been giving warning since late last year that bond yield spread between US10Y-JP10Y keeps getting narrower and Yen currency keeps getting weaker is concerning Here it goes. Weve heard the news end of this week that Bank of Japan is going to take action to strengthen Japanese Yen and we have major reversal this past Friday This means USDJPY is going to trend down with target zone 151-152 with combination of bond yield spread between US10Y-JP10Y closes below 2% (unconfirmed breakdown) on the weekly basis. What does this mean 1/ leverage for Yen carry trade should slowly unwinding."
X Link 2026-01-25T22:52Z [----] followers, [----] engagements

"PERFECT REBOUND This week Metaplanet had perfect price action especially on US market zone ($MTPLF and $MPJPY) which is not being shown in Japanese chart TSE:3350 +On Thursday it swept market bottom around 299-300 (converted to en term) during capitulation Bitcoin bottom on US timezone +On Friday it bounced hard +35% and did gap-fill at [---] (converted to en term) during market rebound on US timezone. So H&S neckline breakdown is NOT confirmed and were ABOVE the critical neckline level 350-355 Next week 1/ Again neckline level is very CRUCIAL not to be broken and confirmed 2/ Its all up to"
X Link 2026-02-07T20:59Z [----] followers, [----] engagements

"One of the WORST charts $ASST Strive breakdown confirmed today. As we're hitting minor downtrend support today with RSI divergence there is a possibility of minor bounce toward rejection zone Failure on rejection zone will target previous pivot bottom $7.70 - $7.75 NFA https://twitter.com/i/web/status/2021395091731136592 https://twitter.com/i/web/status/2021395091731136592"
X Link 2026-02-11T01:25Z [----] followers, [----] engagements

"Breakdown is CONFIRMED This week Metaplanet in TSE market has closed below neckline level [---] for [--] consecutive days As the breakdown is confirmed there are [--] important levels to watch out for next week: 1/ Neckline resistance [---] & gap-fill [---] Reclaiming this resistance level will negate the bearish pattern of H&S. Rejection on resistance level would mean the possibility of trending lower in the near term is very high. 2/ Major support zone [---] [---] level now is LINE IN THE SAND level /GOOD NEWS: +Today BTCUSD Bitcoin is up almost 4%. +Hence $MTPLF $MPJPY in US market timezone is reaching"
X Link 2026-02-13T20:40Z [----] followers, [----] engagements

"🚨BE CAREFUL If you're taking adv. of Japanese en low yield and borrowing cost against other foreign assets with higher yield (e.g.: US market) be aware of this CRITICAL signal. This week Japanese en has strengthen almost 3% against USD $. It got double rejection at [---] and now re-testing [---] support zone again. US10Y - JP10Y Yield spread breakdown (confirmed) below 2% this week. The narrower the yield spread is the less profitable the arbitrage strategy for en carry trade investors. They will be force to sell foreign assets and return to Japanese market. De-leveraging More volatility Risk"
X Link 2026-02-14T21:11Z [----] followers, [----] engagements

"4/ Metaplanet [----] outperforms Smarter Web Company $SWC by 19%+ NOTE: SWC recently listed in London Stock Exch. so the comparison is limited starting from early this Feb26 To be fair In the OTC US market $MTPLF underperforms $TSWCF by 40%+ since the listing of Smarter Web Company in OTC market May25. It is NOT the same period of time when Metaplanet [----] 1st adoption of Bitcoin. $MPJPY $MTPLF # https://twitter.com/i/web/status/2023498170546995305 https://twitter.com/i/web/status/2023498170546995305"
X Link 2026-02-16T20:42Z [----] followers, [---] engagements

"6/ Metaplanet outperforms Bitcoin (denominated in en) BTCJPY since their adoption of Bitcoin strategy by 3.5% This year Metaplanet outperforms BTCJPY by 30%+ $MPJPY $MTPLF #"
X Link 2026-02-16T20:42Z [----] followers, [--] engagements

"I'm day trader/swing trader by nature. When doing day trade I turn off all noises news and fundamental. Pay attention only to entry level have a target exit level and know what is my max risk. It is really an art and requires a lot of discipline Every trader has different strategies and indicators that they rely upon depending on their strength. Meanwhile I have been building my generational wealth through my long term position. Starting from magnificent [--] in the early days especially AAPL and QQQ. Then I moved to Bitcoin in [----] and finally I discovered MSTR Strategy in [----]. Early this year"
X Link 2025-10-03T20:16Z [----] followers, 11.9K engagements

"🚨Long term Treasury BREAKOUT 🚨 We had pretty decent and mixed economic data this week: +Non Farm payroll beat +Pretty decent CPI and inflation rate -Higher than expected initial jobless claim -Retail sales weaker than expected But why is $TLT breaking out This week it breaks out from several months consolidation (confirmed) and gap-fill both level $89.2 as well as $89.75 It also breakout from triangle wedge $89.2 to the upside (unconfirmed) This is really SIGNIFICANT event for long term treasury and bullish Now looking at US10Y Yield is severely breaking down Late last week it tested"
X Link 2026-02-14T02:56Z [----] followers, [----] engagements

"3/ Metaplanet [----] outperforms Twenty One Capital Inc. $XXI by 50% since XXI announcement in Apr-May [----] This year Metaplanet outperforms XXI by 40%+ $MPJPY $MTPLF #"
X Link 2026-02-16T20:42Z [----] followers, [---] engagements

"Metaplanet what is being underestimated by investors its all about the VOLUME Lets look at these comprehensive lists. 🧵 (WARNING: This is a long-thread) $MTPLF # 3350"
X Link 2025-06-18T19:41Z [----] followers, 12.1K engagements

"7/ In US OTC market $MTPLF outperforms $IBIT Bitcoin ETF (denominated in US Dollar) by 86% since Metaplanet listing in US OTC market. This year MTPLF outperforms IBIT by 17%+ $MPJPY $MTPLF # https://twitter.com/i/web/status/2023498179250188752 https://twitter.com/i/web/status/2023498179250188752"
X Link 2026-02-16T20:42Z [----] followers, [--] engagements

"READ THIS I see lots of confusion questions and misinformation today that need to be clarified Who is EVO Fund If theyre Metaplanet partner why are they shorting Metaplanet Why EVO Fund is selling Metaplanet shares Why Metaplanet has been down after new 555M plan announcement Does Metaplanet price down because market is expecting BTC acquisition announcement Lets look at all of these concerns one-by-one 🧵 $MTPLF # 3350"
X Link 2025-06-12T01:22Z [----] followers, 25.8K engagements

"🚨BREAKING 🚨 Today JPX Short Sale data for the past [--] days have shown the following: June [--] - 13.33M (net short) / 83.3M (closing daily volume) - delta prev day : 16% of daily vol June [--] - 22.5M (net short) / 52.26M (closing daily volume) - delta prev day : 17.5% of daily vol June [--] - 26M (net short) / 34.48M (closing daily volume) - delta prev day : 10% of daily vol What does it means Lets analyze it 🧵 $MTPLF # [----] It's OFFICIAL EVO Fund Short Interest and position are revealed in JPX Short Listing as of June [--] [----] today. Total Short Interest : 2.22% Total Short Shares : [-----] Million"
X Link 2025-06-12T17:57Z [----] followers, 41.3K engagements

"There it goes Another 0% coupon Ordinary Bond with EVO Fund as a designated buyer Why EVO Fund willing to lend $210M to Metaplanet without any interest Because EVO Fund is the designated allottee for executing moving strike warrant agreement ; so they are making money as part of the buyer who will exercise Stock Acquisition Rights when the exercise date comes due (20th 21st and 22nd series SAR) This is win - win situation for Metaplanet EVO Fund and MMXX Ventures Limited This is flywheel cycle to acquire Bitcoin as fast as you can a few understand this 🚀 $MTPLF # [----] *Metaplanet Issues 210"
X Link 2025-06-16T01:49Z [----] followers, [----] engagements

"How fast Metaplanet acquires Bitcoin Within few hours after ordinary bond issuance of $210M today it already acquired additional 1112BTC for acquisition cost of $117.24M [-----] BTC 🚄 a few understand this 🚀 $MTPLF # [----] [-----] BTC 🚀 Metaplanet has arrived. https://t.co/45Rk29kJlQ [-----] BTC 🚀 Metaplanet has arrived. https://t.co/45Rk29kJlQ"
X Link 2025-06-16T05:50Z [----] followers, [----] engagements

"WAKE UP Are you aware of the scale or magnitude of the most recent 18th series of bond issuance by Metaplanet yesterday The avg. bond issuance by Metaplanet this year was about 3B Yesterday they issued $210M or 30.3B in a single series EVER since their Bitcoin adoption last year. (10x the size of their normal offering) 👀 Do you realize that EVO Fund willing to lend Metaplanet 10x the size of regular offering since inception with NO INTEREST; but people are afraid to invest in Metaplanet 🚀 Should you worry with this high spike of leverage ratio today Check below thread 🧵 $MTPLF # 3350"
X Link 2025-06-16T17:27Z [----] followers, 10.1K engagements

"What are being underestimated on Japanese market by investors How low their financial yield and saving rate is. Lets analyze them one-by-one. Dont miss it. 🧵👇 $MTPLF # 3350"
X Link 2025-06-17T00:09Z [----] followers, [----] engagements

"The latest JPX Short Sale data from this morning still does not show the latest holding from EVO Fund; even though it has most up-to-date data from June 12th and 13th for other top institutions. In this case 60-70% chance that EVO Fund is still holding the same net short position 26M shares until the next available data. NOTE: -Based on my exp. after following for the past 3-4 weeks the report will show an updated institution net short position whenever there is a change on their holding. Unless if the net short position was less than 0.5% of the free floating share or if they already covered"
X Link 2025-06-17T15:40Z [----] followers, 33.6K engagements

"To put it simply @ActuallyClimber bear case scenario by EOY is the following. EVO Fund will exercise all of their SARs (Stock Acquisition Rights) at current even MTPLF price of $10. Metaplanet gets [---------] shares x $10 = $5.55 billion. Buying Bitcoin at current price $104K - $105K Metaplanet gets 53300BTC Total holding EOY 53300BTC + [-----] BTC = 63300BTC My calculation will show the following: USD/JPY [---] BTC/USD $100000 EOY Price Target $24 - $32 (mNAV [--] to 4) or [----] - [----] I like to keep things conservative and waiting to be surprised $MTPLF # 3350"
X Link 2025-06-17T19:24Z [----] followers, [----] engagements

"TSE:3350 and MTPLF daily traded value (USD) By tomorrow we would reach about the same volume level as last week "quite" and "low" period. Is this another "calm before the next spike" event Metaplaneters know what's going on next week. a few understand this . 🚀 $MTPLF # 3350"
X Link 2025-06-18T22:09Z [----] followers, [----] engagements

"COMPLETED Based on today's JPX Short Sale data EVO Fund has completed its borrowing shares [--] million from MMXX Ventures Limited as of June [--] [----] data. Now they are ready to return these borrowed shares back to MMXX Ventures Limited through 20th - 22nd SAR exercise starting from June [--] [----] next week. 30M shares out of 555M shares plan is about 5.4% Now you can try to speculate how soon EVO Fund will exercise these SARs. If they exercised all series on the 1st day then Metaplanet will get 555M shares x 1388(exercise price) = [------------] Per Metaplanet June 6th disclosure total net proceed"
X Link 2025-06-19T18:38Z [----] followers, 33K engagements

"3350.T is being sold hard -6% by EVO Fund today is a good thing. Why Today is the 1st day of initial exercise price set to [----] That means they have every incentive to bring down the price close to [----] for MAX profit; as they will get more shares at [----] price level. This indicates that they have an intent to exercise some of the 20th series on the initial day. After today (2nd day) the exercise price would be adjusted and no longer the initial price of [----]. There after it would be 100% premium of avg price of the previous [--] trading days (for ex. June 23rd till June 25th). In order for the"
X Link 2025-06-24T05:34Z [----] followers, 25.1K engagements

"EXERCISED Evo Fund has exercised about 30% of 20th series SAR yesterday at exercise price [----]. Metaplanet gets about [-----------] from this capital and 90%+ would be used for Bitcoin purchase. Assuming BTC/JPY at [--------] then they will acquire about [----] BTC Total BTC : [-----] BTC (+40%) from this capital raise. 3350.T @ [----] mNAV = [---] - [---] BTC Yield YTD = 430% BTC/Shares (Dilute) per 1k share = [-------] more to come . 🚀 $MTPLF # [----] ☑749 ☑54009.7 ☑ [---] https://t.co/B9150ASHIl ☑749 ☑54009.7 ☑ [---] https://t.co/B9150ASHIl"
X Link 2025-06-25T00:58Z [----] followers, [----] engagements

"READ THE DISCLOSURE everyone Metaplanet has paid most of their debts now 16th series ordinary bond $50 million 17th series ordinary bond $21 million 18th series ordinary bond $210 million They all gone. nada . zero Now they only left with 0.36% APR payment for 3rd series bond (that is due on Nov 17th 2025) Their leverage ratio now is 1.0% 😂 Debt coverage ratio is 100% 😂 BTC liquidation price $1080 or [---------] 😂 This is NO JOKE. Simon and management do NOT like debt. Now company ammunition is EVEN bigger. With almost ZERO debt and fresh capital of $236 million they can issue more debt."
X Link 2025-06-25T13:56Z [----] followers, 15.3K engagements

"Metaplanet is going full-blown Bitcoin company This is under the radar today. Based on today's disclosure Metaplanet Inc. has dissolved the former subsidiary Metamarket Inc. that was created back in Oct '22. Metamarket Inc. was originally formed for the purpose of business initiative in all cryptocurrency (including Bitcoin) ecosystem. As Metaplanet Inc. has pivoted to become Bitcoin Treasury Company starting Apr [----] this former subsidiary is closed officially $MTPLF # 3350"
X Link 2025-07-02T15:56Z [----] followers, [----] engagements

"Are you READY for this Mid-May mNAV [--] BTC Yield 185% BTC purchased/day [--] BTC Months to Cover [---] Shares Outstanding [------] million Closing Price [---] July 7th mNAV [--] (flat) BTC Yield 416% (+125% faster) BTC purchased/day [--] BTC (+79%) Months to Cover [---] Shares Outstanding [------] million (10% dilution) Closing Price [----] (+98%) You're among few people can do math and understand this . 🚀 $MTPLF # [----] Only [--] BTC gets you into the Bitcoin [---] today. That number will soar. Being in the Bitcoin [---] will soon matter like the Nasdaq 100tracked benchmarked and coveted. ETFs will follow. Capital"
X Link 2025-07-07T23:10Z [----] followers, [----] engagements

"Last night Metaplanet [----] daily volume (19.5 million) and daily trading value ($200 million) were the lowest since mid-May's volume. About 3% of shares outstanding. There were span of trading windows where price went above 20th SAR exercise price [----]. Based on last week data it shows that EVO Fund would be willing to sell shares despite tiny profit spread (2%) and about 10%-20% daily traded volume. Conservatively there is a potential that EVO fund could sell at least 1+ million shares last night based on their approach. We will know more by end of this week. $MTPLF # 3350"
X Link 2025-07-08T19:05Z [----] followers, 13.2K engagements

"Metaplanet [----] daily volume last night was about 48% higher (28 million) than prev' day volume Within [--] hours of the trading session the price was above [----] exercise price where EVO Fund should have potentially sold shares within this timespan. Assuming the same exercise methodology based on last week EVO's activity selling about 10%-20% daily volume we could have the following for this week: (1557 exercise price) July 7th : 31M shares daily vol = 1.5M potential shares July 8th : 19.5M shares daily vol = 1M pot. shares July 9th : 28M shares daily vol = 2M pot. shares Potential : 7B capital"
X Link 2025-07-09T15:13Z [----] followers, 16.3K engagements

"HIGHER VOLUME BIGGER SELLING Daily volume (33.57M) up another +20% from prev' day. Timespan above new exercise price [----] was longer last night about 4+ hours. There is potential of up to [---] - 5M shares (15% of daily volume) being sold last night based on price action and volume. Continuation from this week guesstimate: (1557 exercise price) July 7th : 31M shares daily vol = 1.5M potential shares (5% daily vol) July 8th : 19.5M shares daily vol = 1M pot. shares (5% daily vol) July 9th : 28M shares daily vol = 2M pot. shares (7% daily vol) Potential : 7B capital for Metaplanet (1551 exercise"
X Link 2025-07-10T15:54Z [----] followers, 10.1K engagements

"INTERESTING CLOSING WEEK Daily volume last night (33.29M) was about flat compared to prev' day. It spent 90% of TSE trading day above exercise price [----] From the chart you could see every time it hit daily bull flag resistance traders and EVO fund sold the shares but the demand was so strong where other investors were able to defend [----] price range and pushed it higher again above exercise price. Since most of the trading price was above exercise price EVO fund had plenty of time to sell shares and captured their gain. Based on price/volume action I could count about 6M shares being sold"
X Link 2025-07-11T15:03Z [----] followers, 23.9K engagements

"For those who are worried and frustrated it is part of investing psychology If you don't understand then you're new to market game. We're going back to May 23rd valuation but Metaplanet has ✅doubled closing price ✅doubled Bitcoin stacks ✅almost doubled BTC/Shares and more to come . Learn about "Moving Strike Warrant" to understand why price is consolidating and taking a breath now. a few understand this .🚀 NOTE: This week 3350.T is closed up +1.22% with potential of BTC stack announcement of [----] BTC by this weekend. $MTPLF # 3350"
X Link 2025-07-11T18:08Z [----] followers, [----] engagements

"People are speculating that next stack for Metaplanet is [-----] BTC It means this week they have to buy [----] BTC BTC/JPY at 17300000; then they would need 57.66B capital this week for stacking BTC. Is it doable What about [----] BTC (21B capital) or possibly [----] BTC (27B capital) What do you all think Comment below. 👇 $MTPLF # [----] INTERESTING CLOSING WEEK Daily volume last night (33.29M) was about flat compared to prev' day. It spent 90% of TSE trading day above exercise price [----] From the chart you could see every time it hit daily bull flag resistance traders and EVO fund sold the shares"
X Link 2025-07-11T21:02Z [----] followers, 16K engagements

"Explain to me if this is bearish . Valuation is between May 19th - May 20th but more than double Bitcoin stack and BTC Yield % That's why I metaplanet $MTPLF # 3350"
X Link 2025-07-14T14:45Z [----] followers, [----] engagements

"For those who are technically challenged and whining why it's not going up . That's why I metaplanet 🚀 $MTPLF # 3350"
X Link 2025-07-14T16:17Z [----] followers, 10.7K engagements

"Last night was the 1st time in quite a while that Metaplanet traded 99% above Evo Fund exercise price [----] Buyer demand supported and defended this exercise price level which was encouraging. We will know more in about [--] hour [--] min+ how it's going to trade in TSE marker tonight (8PM EST). That's why I metaplanet $MTPLF # 3350"
X Link 2025-07-14T22:19Z [----] followers, [----] engagements

"Why Metaplanet was trading way below new exercise price [----] last night (Long thread) There are long list of reasons but Ill try my best to summarize my train of thoughts below. (I'm sure I miss many of them) TLDR: Japanese macro concern temporary weakness in Bitcoin DETAIL: [--] Mounting concerns on Japanese solvency inflation and Bank Of Japan (BoJ) loosen Yield Curve Control Source : There are risks with next week Upper House election where Japanese parties and politician are going to do consumption tax cut and potential other tax cuts. This will result in more debt less tax revenue and way"
X Link 2025-07-15T16:21Z [----] followers, 25.3K engagements

"SKY IS FALLING Evo Fund sold shares again last night NO. I can guarantee you that there was NO INCENTIVE for Evo Fund to sell yesterday as 100% of trading window well below exercise price [----] You might ask who is selling then Answer were Short term traders Profit taking investors All panic people (lettuce hands) who bought at the peak; stop loss triggered Short sellers Some sold for profit; some sold for loss. Definitely NOT for Evo Fund. They're in the business of making money. Last night [----] daily volume 36.86M shares was the highest in the past [--] weeks. If you looked at short-term chart"
X Link 2025-07-16T20:03Z [----] followers, 16.6K engagements

"Currently Fidelity and Charles Schwab (most of these are representing US dominance client holders) have climbed up to be the largest holder (total 21.39%) of Metaplanet. MTPLF (US OTC ticker) daily volume is only 1/8 size of [----] (Japanese TSE listing). Avg daily vol/shares out. since May 1st on TSE listing is about 8%. Can't you imagine what's going to happen on MTPLF volume once Metaplanet officially "up-listing" in US market We gonna have same situation like May "all-over-again" . a few understand this . 🚀 $MTPLF # [----] It appears that Charles Schwab is now our second largest shareholder"
X Link 2025-07-18T19:40Z [----] followers, 21.4K engagements

"When in doubt ZOOM OUT All performance in [--] week : Bitcoin -1.45% USA Region: Strategy $MSTR -1.7% [--] Capital $CEP -16.76% Kindly MD Inc $NAKA -19.56% Sequans Communications S.A $SQNS -28.95% Columbus Circle Capital Copr $CCCM -3.72% Semler Scientific $SMLR -9.9% Japan Region: Metaplanet 3350.T -13.72% Anap Holdings 3189.T -6.25% Reminpoint Inc 3825.T -6.14% Nexon Co 3659.T -2.51% France Region: The Blockchain Group -30% Sweden Region: H100 Group -17.30% Canada Region: LQWD Technologies Corp LQWD.V -18.93% Brazil Region: Meliuz -18.11% United Kingdom Region: Smarter Web Company -35.86%"
X Link 2025-07-21T13:49Z [----] followers, [----] engagements

"As I have been saying all week Evo Fund is NOT the company to blame for price action lately. They couldn't sell or exercised their warrants as 3350.T price action had been way under the re-adjusted exercise price 99% of the time last week. It's the overall BTCTC exhaustion sentiment Japanese election fear macro uncertainty and short term traders contribute to this downside pressure. It's NOT Metaplanet problem Stop asking why Metaplanet is NOT up. "Wen up" and the rest of illogical questions . Look at overall market NFA. $MTPLF # [----] Voluntary Disclosure Notice: No stock acquisition rights"
X Link 2025-07-22T04:53Z [----] followers, 12.1K engagements

"2nd daily gap was FILLED We finally breached [----] daily gap that I was referring in prev' post and this gap is inline with 50% Fib Retr [----]. Are we still bullish YES Bull flag consolidation is still intact. Today's daily volume (59.92M) was the highest since June 25th (87M) Since [----] exercise price is way higher than current closing price Evo Fund was again NOT selling today. As mentioned prev' to resolve precipitous decline in short term we need to see "capitulation" in daily volume and price action for bottoming tail to be formed. Almost but NOT yet. As indicated by a lot of higher volume"
X Link 2025-07-22T12:12Z [----] followers, 14.7K engagements

"Ive been monitoring Japanese Govt Bond (JGB) especially on long-term 10Y- 20Y- 30Y- and 40Y- maturities. These bonds determine the demand/supply dynamic based on Japanese economy. Since last year there have been many headwind and tailwind that cause this volatility: In the past Bank of Japan (BoJ) has been the major buyer of JGB to control their currency and yield as an austerity measure for controlling inflation. Since early last year [----] BoJ has slowed down their purchase on long term bonds. Less quantitative easing; higher yields . Last month BoJ has decided to cut the issuance of 20-40"
X Link 2025-07-23T23:32Z [----] followers, [----] engagements

"TICK TOCK . TICK TOCK . Evo Fund has not exercised any warrants since last Tuesday July 15th as 3350.T has been trading under the adjusted exercise price till last night July 24th. We only have [--] more day this week on Japan market before closing this week. If price action later today did not go well above exercise price [----] then there wont be any capital raised for this week. Several interesting points: [--] Last night there were no net buyer above exercise price [----]. Potentially these short-term traders tried to outrun Evo Fund before selling shares above EP. [--] According to Metaplanet mgmt"
X Link 2025-07-24T21:59Z [----] followers, [----] engagements

"Metaplanet returns since Bitcoin adoption It's called "leverage BTC instrument" NOTE: $MSTR "only" returns more than +100% in the same period. a few understand this . 🚀 $MTPLF # [----] https://twitter.com/i/web/status/1949648724248207394 https://twitter.com/i/web/status/1949648724248207394"
X Link 2025-07-28T01:50Z [----] followers, [----] engagements

"Today Metaplanet 3350.T closed at [----]. Starting Aug 1st new exercise price adjustment for 20th series SAR would be [----] for the next [--] days. So far total [--------] shares or 46% have been exercised out of 20th series SAR and 15.4% has been completed out of [---------] plan. If Bitcoin kept its consolidation within $115K - $120K (with no breakout) then most likely [--] days rolling of exercise price adjustment will keep trending lower. Below graphical representation will help showing this trend. Is the daily long term chart still bullish Yes IT IS but it does have potential to test long term"
X Link 2025-07-31T11:18Z [----] followers, [----] engagements

"There it goes Metaplanet STRF and STRK 1st issuance 🚀 $MTPLF # [----] Metaplanet Files 555B ($3.69B) Shelf Registration for Two Classes of Perpetual Preferred Stock Class A: Senior Fixed Cumulative 6% Dividend Class B: Convertible Cumulative 6% Dividend Mission: Lead a Renaissance in Japans Fixed Income Capital Markets. Metaplanet Files 555B ($3.69B) Shelf Registration for Two Classes of Perpetual Preferred Stock Class A: Senior Fixed Cumulative 6% Dividend Class B: Convertible Cumulative 6% Dividend Mission: Lead a Renaissance in Japans Fixed Income Capital Markets"
X Link 2025-08-01T09:39Z [----] followers, [----] engagements

"Good response from @metaplanet management addressing [----] stock performance concerns. From @Shinpei3350 : We have received various inquiries and feedback regarding stock prices but we cannot control them nor can we comment on them. However to share just the facts: After adopting the BTC treasury we have experienced drawdowns from new highs three times and this is the fourth time. ✅ 1st time: 40% [---] yen (June [--] 2024) [--] yen (July [--] 2024) ✅ 2nd time: 80% [---] yen (July [--] 2024) [----] yen (August [--] 2024) ✅ 3rd time: 60% [---] yen (February [--] 2025) [---] yen (April [--] 2025) ✅ This time: [----] yen"
X Link 2025-08-05T05:48Z [----] followers, [----] engagements

"Right on target Unfortunately Im still on travelling; I couldnt update daily chart and I dont have complete data on my computer. 3350.T has hit 61.8% Fib Retr [---] JPY this morning in Asia timezone. Its crucial to defend this level; otherwise the next potential downside target is [---] JPY (previous Feb25 ATH) or worst case capitulation 78.6% Fib Retr level [---] JPY. I know none of these levels would not make any sense from fundamental POV but short term price action is driven by sentiment and liquidity; not by long term fundamentals. I believe in @metaplanet management and their long term goal."
X Link 2025-08-05T06:22Z [----] followers, [----] engagements

"There is nothing wrong with @metaplanet mgmt or MTPLF as a company. The problem is so many people bought at the top or during high mNAV FOMO. Now when theyre down 50% or lost most of their investment they are shaken There are so many contributors to the down price but nothing to do with company: [--] Negative sentiment toward BTCTC [--] High short interest and short sellers or market makers keep manipulating price action [--] Liquidity volume issue [--] Complex macro dynamic USD/JPY. You can see clearly from Metaplanet analytics website where current debt in term of USD is fluctuating abnormally daily"
X Link 2025-08-13T04:23Z [----] followers, 16.1K engagements

"Study these slides carefully especially from page [--] This shows Metaplanet long-term vision with preferred shares and their local Japanese market . Slide [--] shows Metaplanet future roadmap to release potential preferred shares from the shortest to the longest maturities due to JGB low yield and wider spread with other sovereign bond yields. $MTPLF # [----] 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 [--] Page Presentation attached below"
X Link 2025-08-13T10:32Z [----] followers, [----] engagements

"During euphoric moments everyone including bots FOMOed and spread out good news During severe depressed moment everyone (including bots) and Xs sentiment are alright and full fledged bearish. Same group of people who praised and fomoed during euphoria theyre the same group of people who are bitching and complaining now because they lose most of their investments. Its funny how human nature and sentiment work. We as human are so dumb and need a lot to learn🤣 Look at all these milestones 👇 They all forget how much Metaplanet has accomplished in more than a year 🚀 $MTPLF [----] I hear the"
X Link 2025-08-17T11:46Z [----] followers, [----] engagements

"/ARE YOU READY / List of perfect catalysts for Metaplanet in short-term: ✅ Bitcoin Asia Conference with @gerovich @dylanleclair as panel speakers ✅Sep [--] EGM Shareholder meeting ✅ Temporary pause on 20th - 22nd SARs exercise between Sep [--] - Sep [--] [----] (18 trading days) ✅ Issuance new shares of International Offering. JPY [------] million of capital raised expected to be used for Bitcoin purchase between Sep - Oct'25 and JPY [----] million for Bitcoin income generation. ✅ Metaplanet inclusion on FTSE Japan Index starting after market close Sep [--] [----] ✅ Metaplanet technical chart starts showing"
X Link 2025-08-27T18:25Z [----] followers, [----] engagements

"Quick napkin math calculation on number of BTC accumulation based on new International Issuance. I'm comparing between min. net proceed based on Aug [--] disclosure and if 555M shares is priced based on Aug [--] closing price. If all 555M shares are bought by Underwriters @ Aug [--] Closing Price then by Oct'25 Metaplanet already exceeds FY25 target by almost [-----] $MTPLF # [----] Notice Regarding Issuance of New Shares by way of International Offering https://t.co/wvvepNrXpH Notice Regarding Issuance of New Shares by way of International Offering https://t.co/wvvepNrXpH"
X Link 2025-08-30T19:59Z [----] followers, 25.6K engagements

"Metaplanet HODLer [----] 40😊 4MTPLFMetaplanet Metaplanet EGM"
X Link 2025-08-31T16:10Z [----] followers, [----] engagements

"Metaplanet is again paying down the existing 19th series ordinary bond today (3 billion) with [--] billion total debt remaining. Current leverage ratio is less than 2% trending down from more than 14% early July'25 We're so ready. $MTPLF # [----] Notice Regarding the Voluntary Disclosure of the Exercise Status of the 20th Series of Stock Acquisition Rights and the Partial (JPY [---] Billion) Early Redemption of the 19th Series of Ordinary Bonds https://t.co/2mLRbTGmSi *Notice Regarding the Voluntary Disclosure of the Exercise Status of the 20th Series of Stock Acquisition Rights and the Partial"
X Link 2025-09-01T03:36Z [----] followers, [----] engagements

"193060 [--------] $MTPLF # [----] [------] https://t.co/wAtsBOdBvV [------] https://t.co/wAtsBOdBvV"
X Link 2025-09-01T03:39Z [----] followers, [----] engagements

"DISCLAIMER: IM VERY BULLISH I still see people are still expecting price target of Metaplanet mNAV above 5-7 by EOY. To me this is a recipe of disaster. You have to reset and temper your expectation down. I only hold MTPLF in my portfolio as my choice of BTCTC but I am expecting that we would NOT go above mNAV3; let alone mNAV5-7. Sentiment has been reset pool of money keep rotating toward faster ROI (ETH treasury meme coin and etc) and people lose patient since last month NOTE: Look at my detail notes below to understand my arguments and why it is NOT a bad thing. I have created chart below"
X Link 2025-09-04T00:44Z [----] followers, 28.1K engagements

"BREAKING DOWN Metaplanet failed to defend support [---] this week and breached through last defense [---]. Now [---] is the 1st BOUNCE LEVEL (Feb'25 high). The next gap down is at [---] and [---] Be careful $MTPLF # [----] [------] MSW 555TSE 9751.214M24%99911 https://t.co/i5hyJwOOWA [------] MSW 555TSE 9751.214M24%99911 https://t.co/i5hyJwOOWA"
X Link 2025-09-04T02:17Z [----] followers, 12.7K engagements

"When the price is at the bounce level [---] this is the time that you have to buy with reasonable expectation. Not the time to sell I have done my homework and crunched the numbers everyday since the past [--] months. Thesis has not changed my goal has not changed. The only thing change is SENTIMENT Remember. NO leverage. Know your risk DO NOT invest the money that you CAN NOT afford to lose Cheers BREAKING DOWN Metaplanet failed to defend support [---] this week and breached through last defense [---]. Now [---] is the 1st BOUNCE LEVEL (Feb'25 high). The next gap down is at [---] and [---] Be careful"
X Link 2025-09-04T14:43Z [----] followers, [----] engagements

"1/10155TSE 555M1/825OTC510 [-------------------------] [--] [--] $MTPLF # [----] Pre-summer season Metaplanet daily volume/shares out. has been averaging above 10%-15% especially during Japan TSE market limit-up at the end of May. Since the start of 555M plan being executed avg daily vol/shares out. has been cut in half. Moreover US OTC listing is no https://t.co/JPFmcOKcaQ Pre-summer season Metaplanet daily volume/shares out. has been averaging above 10%-15% especially during Japan TSE market limit-up at the end of May. Since the start of 555M plan being executed avg daily vol/shares out. has been"
X Link 2025-09-05T17:53Z [----] followers, 13.2K engagements

"YTD Metaplanet market cap. in USD term has grown from $1 billion to $3.65 billion (+265%) MTPLF YTD return is about 110% in proportion to 105% common dilution. (You might not feel this price appreciation depending on when did you start your allocation and bad sentiment right now.) During this time they have grown - BTC holding from [----] BTC to 20K BTC (+1035%) - BTC/Share from [-------] to [------] (+487%) From the graph you can project if market sentiment is so downbeat and we get to mNAV1 market cap by end of Dec'25 it would be roughly about $6-$12 billion valuation. Assuming if we get to about"
X Link 2025-09-06T20:21Z [----] followers, [----] engagements

"YTD18005320+195% 3350.TSE105%89% BTC1762 BTC2BTC+1035% 1BTC0.003590.0211+487% mNAV1EOY1500020000 1011.533%15001800100150% mNAV1 mNAV 555MEVO20251012400020 10555MBTC 2022MSTR2024500%MSTRBTC BTC/BTCmNAV Cheers 🚀 $MTPLF # [----] DISCLAIMER: IM VERY BULLISH I still see people are still expecting price target of Metaplanet mNAV above 5-7 by EOY. To me this is a recipe of disaster. You have to reset and temper your expectation down. I only hold MTPLF in my portfolio as my choice of BTCTC but I am https://t.co/o3WwOzA9wx DISCLAIMER: IM VERY BULLISH I still see people are still expecting price target"
X Link 2025-09-08T00:37Z [----] followers, 11.4K engagements

"CHAOS Everyone is losing their mind after BTC treasury companies have been crashing down more than 50% these past [--] months. Josh Mandell is totally breaking down BTCTC cult communities keep calling for 10x return people give all kind of excuses for mNAV is below [--] Punter Jeff not going to sell his MSTR investment EVER people on X are attacking one another and many more. In summary I can conclude there are [--] groups. People who have been in BTC treasury very early (still profitable dedication or cult to each individual company). People who have bought at the top (losing majority of their"
X Link 2025-09-08T20:09Z [----] followers, [----] engagements

"FINALIZED Since the int'l 555M offering announcement 8/27/25 Metaplanet has down -30% till yesterday Sep [--] Japan local time. Underwriter got offering price (-10% disc rate) of Sep [--] closing price [---] = [---] This offering price is about -39% from Aug 27's announcement. Metaplanet is going to issue new shares 385M out of 755.94M (+50% dilution) With this capital raise Metaplanet is going to buy 11K add'l Bitcoin and total holding of [-----] BTC. and BTC/Share will increase from [------] to [------] ( 10%) Do you all think Metaplanet can do better on how to raise capital for this kind of offering and"
X Link 2025-09-09T23:18Z [----] followers, [----] engagements

"We're SO BACK In just an hour and [--] mins after market open Metaplanet in US OTC market is now rank #8 most actively traded by USD Volume (almost $26 million). $MTPLF # [----] Today was a record volume day for @metaplanet https://t.co/SH7ez48inx Today was a record volume day for @metaplanet https://t.co/SH7ez48inx"
X Link 2025-09-10T14:54Z [----] followers, [----] engagements

"Unfortunately I have a mixed feeling about this post. My avg cost basis is a lot lower than [---] for Metaplanet. But for me it's not fair for existing shareholders that underwriters and people with high power got this kind of huge disc rate (which is more than 38% disc rate after Int'l issuance announcement) I'm sorry but this is wrong. $MTPLF # [----] Nakamoto is backing the worlds leading Bitcoin securities. To that end weve made a long term strategic investment into @metaplanet. $30m deployed @ 553/share Trading closed limit up @ 714/share Non-dilutive shareholder value. Feed the Frog."
X Link 2025-09-10T15:47Z [----] followers, [----] engagements

"CAPITULATION Yesterday we can confirm capitulation volume based on the following: ☑ Daily volume (175M shares) is 5x avg. 30d volume (35M shares) ☑ Highest daily volume ever for this year since I have been tracking Metaplanet daily from Dec24. Second highest daily volume 170M shares was on June [--] [----]. ☑ Volume/Shares Out. Ratio is back to 23%. Highest since Jun [--] [----] ☑ Sign on capitulation usually its wick down at the opening to flush out the last weak holders and then come back with vengeance. Yesterday closing candle was BULLISH engulfing. What next Remember I have mentioned since last"
X Link 2025-09-10T23:08Z [----] followers, 25.2K engagements

"CONSOLIDATE Yesterday I mentioned [---] is IMPORTANT level to be watched for. Its been rejected [--] times in a row before Sep [--] run-up and 4th times including Japan limit-up rule. Where did it got rejected last night Again exactly at [---]. Candle opened at [---] and it wicked down at minor resistance downtrend line [---]. Short sellers pay attention to all of these levels to lure buyers and take advantage of the situation. They successfully pushed the closing price around the support level [---] that I mentioned yesterday. and you know [---] level also coincides with daily [---] moving avg (MA). Short"
X Link 2025-09-11T20:03Z [----] followers, [----] engagements

"ARE WE DONE YET SHORT SELLERS IN-CONTROL I mentioned [--] days ago during volume capitulation day that bottoming process takes sometime. It could be V-shape recovery or W-shape recovery. I was underestimating short sellers but the chart and price action has told us last night that it is W-shape recovery. What happened last night In W-shape recovery I have specified that we would retest the bottom. Either It retest the bottom price again or it could create higher low. If we failed both of these scenarios then it means we would go a lot lower. We did scenario [--] . We breached Sep [--] bottom 563"
X Link 2025-09-12T18:25Z [----] followers, 16.3K engagements

"According to the latest Benzinga report this week Short Interest on US OTC market $MTPLF is 14.97M shares. With avg. 30d daily volume is about 4.4M shares. It would take more than 3+ days to cover. But these past [--] days avg daily volume about 9.5M shares so day to cover is about [---] days. Short interest on 3350.TSE is 275.2M shares. With avg. 30d daily volume about 43.44M it would take about about [--] days to cover. But these past [--] days avg daily volume about 150M shares so day to cover is less than [--] days. Everyone please verify if this latest report is accurate or not. $MTPLF # 3350"
X Link 2025-09-14T00:42Z [----] followers, [----] engagements

"Simple calculation Using capital raise (90%) from Intl offering [------------] with BTC/USD $116K we would get [-----] BTC this week. Based on the past 2+ months of EVO Fund execution I estimate the next [--] months starting from Oct25 they will exercise about 40M shares per month Based on this estimate Oct25 ✔40M shares exercised @750. Capital raised [--] billion ✔Buying BTC/USD $120.5K we would get [----] BTC Nov25 ✔40M shares exercised @850. Capital raised [--] billion ✔Buying BTC/USD $130K we would get [----] BTC Dec25 ✔40M shares exercised @1000. Capital raised [--] billion ✔Buying BTC/USD $180K we would"
X Link 2025-09-15T18:48Z [----] followers, [----] engagements

"Simon really appreciate your transparency detail and thorough response. I believe in your leadership and @metaplanet management for future growth. I have no doubt that you will be the biggest company in Japan in the future. I have been investing in Metaplanet in the early price and will be here for the long haul. If I could made a suggestion while we are all waiting for preferred shares instrument to be executed please also explore all options to defend low mNAV as well as short-term plan to surprise short sellers in the near-term. [---] Cheers"
X Link 2025-09-18T13:46Z [----] followers, [----] engagements

"If you had not read @gerovich Simons answer to my questions below please do so. It would help clarifying and addressing some of the concerns in the community. Simon has addressed the concern in regards to -30% drawdown since Intl offering announcement. Short selling stock and covering with shares from the offering is illegal. Every broker in Japan was explicitly informed of this fact. The 30% decline during that window was obviously not what we planned or wanted. Its clear that they have underestimated the power of short sellers before this announcement. Im hopeful that they will take this"
X Link 2025-09-18T18:34Z [----] followers, 18.2K engagements

"Please make sure to understand @Shinpei3350 post below. There is misinformation out in the community by stupid short sellers where they spread news Simon and MMXX have sold their shares recently Never trust anyone on X community including me. Always check and verify; DYOR Lets fight against all of these stupid bots short sellers and scammers who create panic and false information $MTPLF # [----] 917MMXX [----] [--] 917MMXX [----] 99"
X Link 2025-09-19T03:00Z [----] followers, [----] engagements

"This Friday Metaplanet daily volume 157.5M shares recorded as the highest volume since Sep [--] [----] 175.07M shares Based on the schedule and timing this huge volume should came from Metaplanet inclusion in FTSE Japan Index by Sep [--] [----] and the rebalancing was implemented after the market close on Sep [--] [----] last night. So far since the completion of Intl offering Metaplanet avg. daily volume/shares out. ratio has increased slightly from the absolute bottom in mid-Aug 4% to 5.5% Lets monitor in the next several week if it could sustain this elevate avg. level and increase to within 5%-10%"
X Link 2025-09-20T01:57Z [----] followers, 11.4K engagements

"Today is Metaplanet largest acquisition in term of number BTC purchase (5419 BTC) and amount of capital used [------] billion EVER since inception Today is the day where Bears and Bots gonna create lots of FUDs and noise that mNAV is down after BTC acquisition. This is true. Why Because Metaplanet dilution is [---] million shares but it only deployed 50% (93.646 billion / [------] billion) of capital raised You can see from my chart below a contrast between nominal mNAV vs mNAV in Market Cap. Value. That is why it's important for company to acquire Bitcoin as fast as possible. Total acquisition has"
X Link 2025-09-22T06:01Z [----] followers, 11.1K engagements

"Bottoming process is still on-going. As I said it's going to take a while and no confirmation yet. We've been on red candle [--] out of [--] trading days since the last neutral doji candle. According to my indicator number of profitable institutional long-term investors in Metaplanet is at the lowest number (only 10%) since Aug'24 (potential peak of flush out) Be patient $MTPLF # [----] If you had not read @gerovich Simons answer to my questions below please do so. It would help clarifying and addressing some of the concerns in the community. Simon has addressed the concern in regards to -30%"
X Link 2025-09-24T21:23Z [----] followers, [----] engagements

"The complaints FUDs name calling against @metaplanet management are very childish and immature for some people in the community. If you dont like about the company now why do you have to stick and care about the company Just sell your position at lost and move on. Thats a lesson learned from your investment mistake If you invested in Nvdia or Bershire Hathaway at ATH are you going to start whining to Jensen Huang or Warren Buffett Its so ridiculous Its ur own dumb mistake. Grow up all of those immature people I will share my thesis either this weekend or early next week why I choose"
X Link 2025-09-26T23:34Z [----] followers, [----] engagements

"Breaking down the Short Sellers position Total Shares Out. [-----] billion Total Floating Shares [---] million (81.63%) (-) Restricted Shr. (IO) [---] million (41.34%) (-) Inst. Holding [---] million (35.77%) (-) Brokerage Holding [---] million (19.45%) Assuming if all positions were participate in lending program then total available shr. to borrow [---] million shares. If not then total available shr. to borrow about [--] million shares. Total reported short position by all institutions is about [--] million shares with the largest position held by MUFG JPM Sec. Barclays and Goldman NOTE short position"
X Link 2025-09-29T01:14Z [----] followers, 15.2K engagements

"Capital Group STRIKES again Based on latest EDINET filing (Capital Research & Mgmt Co. and Capital Intl Inc.) has increased their long position again on 9/18/25 by [-------] Total Capital Group holding now is [---------] (11.64% of Shares Out.) 🚀 I saw several postings today that Metaplanet short positions have mostly decreased. I want to ensure to set the correct expectation as far as the short position is concerned. NOTE: Currently JPX Short Selling report only has the latest data from 9/26; so we're still [--] trading days behind. Short activities: ✔From end of Aug'25 till Sep [--] total shorts"
X Link 2025-10-01T01:57Z [----] followers, [----] engagements

"Bottoming process is still in the work The local bottom that we touched last Friday was [---] Earlier this week we've tried to retest this local bottom by doing higher low (positive) until the huge run in these past [--] days due to Bitcoin breaks out from $115K - $116K My other indicator that tracks number of profitable position finally shows OVERSOLD flashing signal These past [--] days is the lowest percentage number of profitable long term holder (e.g. institution) position. We touched as low as 1% to 5% now. This is the lowest number ever since Metaplanet Bitcoin adoption last year. Remember"
X Link 2025-10-03T21:03Z [----] followers, [----] engagements

"My original thesis when I invested in BTCTC sector is the premise of their leverage to Bitcoin play. Many people asking why not invest in the underlying asset As simply as I already own plenty of Bitcoin in cold storage I already have IBIT in my retirement fund I already gain enough money from my daily trading account in non-Bitcoin asset I am not worry for any loss opportunity cost since I have enough capital for other non-BTC trading. So by nature Im looking for a play or an asset which is derivate play to Bitcoin and can outperform it. Now in order for any treasury company of BTCTC to"
X Link 2025-10-14T18:31Z [----] followers, [----] engagements

"Today was the highest daily trading volume (18 million shares) for Metaplanet in US OTC market since late May'25 during blow-off top (28 - [--] million shares) 2.7x of avg. daily volume (6.6 million shares) Even though it was the highest volume short volume ratio 8.8% was one of the lowest since [--] months ago Only [---] million short volume was traded today. That means retail investors might have been capitulated today but short sellers have NOT fully covered their position. Be careful $MTPLF # 3350"
X Link 2025-10-15T00:09Z [----] followers, [----] engagements

"Short Sellers are NUTS At the end of last week (10/24) I have not seen any major short positions being covered from any of the institutions. In fact - MUFG has increased their short position up to 3.05% (34.8M shares) from 2.84% - JPM Securities has increased their short position up to 2.2% (25.18M shares) from 2.07% Top [--] Metaplanet Short Sellers now: [--]. MUFG -3.05% (34.8M shares - as of 10/24) [--]. Citibank N.A. -2.49% (28.5M shares - as of 10/20) [--]. JPM Securities -2.2% (25.18M shares - as of 10/23) It's really STAGGERING that MUFG throughout last week has increased their short position"
X Link 2025-10-28T05:27Z [----] followers, 15.1K engagements

"6/ [----] underperforms Nexon Co. Ltd (TSE:3659) YTD by 23% [----] YTD +23% [----] YTD +61% $MPJPY $MTPLF # https://twitter.com/i/web/status/2003605398247354500 https://twitter.com/i/web/status/2003605398247354500"
X Link 2025-12-23T23:15Z [----] followers, [---] engagements

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