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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.
Social category influence finance #2028 cryptocurrencies #5156 stocks XXXX% countries XXXX% technology brands XXXX% travel destinations XXXX% celebrities XXXX% social networks XXXX%
Social topic influence bitcoin #1819, sentiment #99, over the #3197, has been #3659, money #762, japan 1.33%, holders #720, playbook 0.89%, momentum #525, balance sheet #1114
Top accounts mentioned or mentioned by @groenschoen @tslaish @metaplanetjp @morpheus7447x @mountebank40655 @satoshi132009 @malikas_friend @espritalberta @saylor @hewadghani @happydays708 @beeteeceeee @gerovich @alexiran12 @market2kk @hermeslux @genzerosum @lurkerfinance @z500_tj @ultimecia2171
Top assets mentioned Bitcoin (BTC) Boeing Co (BA) IREN Limited (IREN)
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 2019 followers, XXX engagements
"VIX complex was the perfect trade Friday. Rates vol bled equity gamma flipped and the VX curve finally inverted. UVXY UVIX and VIXY caught the move exactly as expected; textbook release of compressed risk premia. Clean convex VOL exposure. VOL is back on the menu. This is how Im playing it"
X Link @DelB0yTr0tter 2025-10-11T20:28Z 2016 followers, XXX 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 2298 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 2297 followers, 1634 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 2310 followers, 51.5K 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 2311 followers, 14.9K 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 2310 followers, 3185 engagements
"@mikealfred You are an exceptionally talented megaphone Mike. Credit where credit is due"
X Link @DelB0yTr0tter 2025-10-15T05:04Z 2310 followers, 2307 engagements
"We are witnessing the following price action pattern play out almost routinely now: Day one produces the familiar gap up and momentum bid as retail and momentum participants provide genuine demand into the Tokyo session. By day two the same pattern of predatory short selling re-emerges. Large blocks are systematically unloaded in the opening hour deliberately designed to smother momentum close the prior sessions gap and trigger forced retail exits. The end result is capitulation selling into the close and a manufactured reversion under the 9DMA. This rinse and repeat suppression strategy has"
X Link @DelB0yTr0tter 2025-10-02T01:20Z 2075 followers, 2968 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 2311 followers, 3133 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 2297 followers, 1019 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 2300 followers, 1114 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 2310 followers, 1462 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 2304 followers, 2823 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 2016 followers, 25.2K 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 2298 followers, XX engagements
"Bloody morning"
X Link @DelB0yTr0tter 2025-10-15T03:40Z 2310 followers, 1708 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 2292 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 2311 followers, 1076 engagements
"@EspritAlberta I do X mins at 5-10C but XX is ok as well Sauna and cold plunge. Both very good"
X Link @DelB0yTr0tter 2025-10-11T12:21Z 2000 followers, XX engagements
"@Ultimecia2171 Interesting. Thank you for chiming in"
X Link @DelB0yTr0tter 2025-10-15T08:35Z 2287 followers, XX engagements
"@EspritAlberta They may do. That will cause another pump"
X Link @DelB0yTr0tter 2025-10-10T12:26Z 2297 followers, XXX engagements
"This is for the preferred equity faithful who hang their hat purely on Metaplanets prospective capital structure without comps or evidence. As of 2025 the United States commands roughly XX per cent of global fixed income and XX per cent of global equities while Japan accounts for about X to XX per cent of fixed income predominantly sovereign and around X per cent of equities. On the numbers the United States fixed income market is more than six times the scale of Japan and its equity market capitalisation is roughly nine times larger. Japans bond complex material in absolute terms is"
X Link @DelB0yTr0tter 2025-10-06T08:03Z 2054 followers, XXX 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 2016 followers, 1635 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 2310 followers, 2685 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 2300 followers, XXX engagements
"Their performance isnt driven by fundamentals so much as by narrative beta. AI trade caught a bid behind their back. Irony is miners are evolving from pure hash producers into energy arbitrageurs anchoring grid stability and monetising stranded capacity. That structural role is their moat now not the speculative narrative"
X Link @DelB0yTr0tter 2025-10-10T02:56Z 2287 followers, XX 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 2310 followers, 79.9K 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 2115 followers, XX engagements
"This would likely bode well for Bitcoin"
X Link @DelB0yTr0tter 2025-10-13T12:39Z 2295 followers, XXX 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 2310 followers, XXX 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 2310 followers, XXX 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 2307 followers, XXX 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 2311 followers, 19.3K engagements
"@jvXzIgrDGo90994 Thank you. See below. I have written about this extensively over the past few days. I recommend review of my posts since this statement was released by Metaplanet"
X Link @DelB0yTr0tter 2025-10-11T20:57Z 2018 followers, XXX 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 2301 followers, 94.5K 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 2311 followers, 1843 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 2302 followers, 2837 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 2310 followers, XX engagements
"@Groenschoen SQNS That is a total piece of sht"
X Link @DelB0yTr0tter 2025-10-08T07:50Z 2076 followers, XX 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 2310 followers, XXX engagements
"RACE - back to April lows Even the epitome of high-end luxury isnt immune to missteps. Some new releases have collapsed in secondary-market value while others are entombed in temperature-controlled vaults for generations. Yet the Lindy effect remains unmatched; heritage scarcity and brand equity unrivalled. This is a very long term LONG at great discount"
X Link @DelB0yTr0tter 2025-10-10T02:34Z 2045 followers, XXX engagements
"Take it back to first principles: Bitcoin is the canonical retail grassroots phenomenon. A BTCTC without a retail base is an empty wrapper because capital markets will protect the incumbency that feeds them. Bitcoins entire edge is decentralisation and network effects also known as Metcalfes Law: more holders more liquidity tighter spreads stronger security assurances more utility and ultimately more holders. Retail is both the ignition key and the immune system. Institutions dont create this flywheel; they follow it. If you want durability court retail educate simplify access protect BTC per"
X Link @DelB0yTr0tter 2025-10-12T22:20Z 2058 followers, XXX engagements
"We look at every possible capital-raising opportunity and we compare it in Bitcoin yield terms BTC yield terms and the ones that result in the greatest amount of Bitcoin per share growth are the ones that we look at. If there is something that reduces your Bitcoin per share then we would not touch it. - Simon Gerovich on Zys the Future podcast with Richard Byworth on 19th May 2025"
X Link @DelB0yTr0tter 2025-10-01T08:08Z 2062 followers, 1083 engagements
"@LurkerFinance @Groenschoen @Alexiran12 @JoshMandell6 @AdamBLiv @vincent13031925 Yes. Josh is a great fellow"
X Link @DelB0yTr0tter 2025-10-08T15:31Z 2010 followers, XXX engagements
"Maintaining a steadfast retail base must remain the number one priority for Metaplanets management through the remainder of 2025. Retail sentiment isnt just optics its the marginal bid that underpins liquidity stabilises the float and compounds long term shareholder alignment. Both short and long term success hinge on keeping that conviction intact. A bifocal approach by management would tackle the present while architecting the future"
X Link @DelB0yTr0tter 2025-10-11T20:45Z 2010 followers, 1296 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 2300 followers, 2481 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 2016 followers, 2410 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 2309 followers, 2572 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 2298 followers, XX 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 2287 followers, XXX engagements
"Bitcoin has achieved a hell of a lot yet paradoxically gone absolutely nowhere since XX July. Three months of time have compressed into a torrent of events narratives and structural shifts yet the price continues to oscillate in place. It feels like one of those periods where the foundations quietly reset before the next leg begins"
X Link @DelB0yTr0tter 2025-10-13T00:18Z 2045 followers, 1043 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 2310 followers, 1239 engagements
"That perception is reality. Perception doesnt just mirror reality; it creates it. Price is simply the consensus hallucination of value at a given moment. Bitcoin Metaplanet (any BTCTC for that matter) all rely on belief density. The stronger and broader that collective belief the more tangible the reality becomes"
X Link @DelB0yTr0tter 2025-10-12T22:27Z 2007 followers, XXX engagements