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@alphafortuna10 "@Reventontm Assuming $MTPLF sells prefs at par. Value per share is unchanged. There would be no accretion to adjusted book value. The accretion from pref issuance would purely be on BTC per share basis via leverage (perpetual debt denominated in JPY at relatively low rates). 🚀"
X Link @alphafortuna10 2025-10-10T14:24Z XXX followers, XXX engagements

"$MTPLF keeps going down. The Bitcoin value investor in me is going nuts on the buy button"
X Link @alphafortuna10 2025-10-16T00:10Z XXX followers, XXX engagements

"I'm an investor fixated on valuation. This is my FLOOR valuation model for $MTPLF. Downside or premium above FLOOR valuation continues to shrink as BTC/JPY climbs and share price falls. I'm adding shares at or below the international offering price. I believe in @DylanLeClair_"
X Link @alphafortuna10 2025-10-10T09:32Z XXX followers, 6102 engagements

"@RoaringRagnar So true. The only two BTC's who have bounced back from compressing mNAVs and steep price declines happen to be the only two who can and will issue prefs (perpetual fiat liability) - $MSTR 🐐 and $MTPLF 🚀"
X Link @alphafortuna10 2025-10-16T12:41Z XXX followers, 1241 engagements

"I would only hold two BTC's $MSTR and $MTPLF; and it's hard to buy anything other than Metaplanet at the moment - trading at virtually adjusted book value (based on asset based valuation & accounting for fully diluted shares) there is so much more value than book here. 🍿"
X Link @alphafortuna10 2025-10-16T12:44Z XXX followers, 1052 engagements

"@HermesLux Same I boil both down to fully diluted fair market value based on adjusted book value (valuation approach). I compare the stock premium to FMV for each - Metaplanet is objectively cheap"
X Link @alphafortuna10 2025-10-15T23:07Z XXX followers, XXX engagements

"@AdamBLiv Once ACB grinds to zero then return of capital dividend becomes capital gains which is also much better from a tax perspective than interest income. $STRC is making cash great again"
X Link @alphafortuna10 2025-10-16T00:25Z XXX followers, XXX engagements

"I think $MTPLF pref shares are going to be wildly successful. At the current common share price of XXX the B prefs with an embedded call option and a positive carry yield (4%+) compared to a very yen cheap borrow (vs 2%) - are very appealing to me on leverage. 🍿"
X Link @alphafortuna10 2025-10-15T23:16Z XXX followers, 1769 engagements

"@AdamBLiv I'm buying $MTPLF here. Virtually trading at fully diluted book value. Almost no downside denominated in Bitcoin terms"
X Link @alphafortuna10 2025-10-14T03:05Z XXX followers, XXX engagements

"I think all @Metaplanet_JP shareholders should be asking for clarity while acknowledging Metaplanet @DylanLeClair_ and @gerovich have been incredibly transparent throughout our 1+ year journey together thus far. Keep it up gentlemen 🫡 🚀 - happy LT shareholder"
X Link @alphafortuna10 2025-10-10T22:51Z XXX followers, XXX engagements