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@ZynxBTC Avatar @ZynxBTC Zynx

Metaplanet, a Japanese company, has made significant progress, including being added to the global FTSE indexes and announcing a large bitcoin purchase. The company's leadership has also made efforts to address shareholder concerns and provide transparency, including proof of reserves. Additionally, Metaplanet's stock is expected to have a strong Q4 with potential catalysts including adding over $X billion worth of bitcoin to its balance sheet and inclusion in major indexes.

Engagements: XXXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence cryptocurrencies #578 finance #3656 stocks #2336 currencies XXXX% travel destinations XXXX% exchanges XXXX% countries XXXX% social networks XXXX% technology brands XXXX% automotive brands XXXX%

Social topic influence bitcoin #232, $mstr #94, mstr #84, products #2082, dividend #29, $strf #6, the world 5.76%, saylor #18, all the 4.71%, $strd #9

Top accounts mentioned or mentioned by @comic @ichlassdesmaso @roaringragnar @theretailbull @chrismmillas @jbmillen @drbitcoinm50862 @satsidequest @asjwebley @adambliv @matt51459838 @zaidq1818 @gabrielepacioc1 @fevrierfranck @actuallyclimber @j33412279544 @malikas_friend @_adrian @ourgoodlifeuk @henrybomby

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Strategy Incorporated (STRF) Stride (STRD) Metaplanet Inc. (MTPLF) Strike (STRK) The Smarter Web Co. (SWC.AQ)

Top Social Posts

Top posts by engagements in the last XX hours

"@AdamBLiv This yield will reduce as the FED cuts rates thus making STRC more attractive. I shall call this "The Great Rotation""
X Link 2025-12-02T16:03Z 9604 followers, 1682 engagements

"Most of the Bitcoin Treasuries have mNAVs currently at or above X even though sentiment for Bitcoin itself is poor. Do you seriously think we won't see mNAV expansion once Bitcoin has a sustained serious move to the upside The faithful shall be rewarded. Very ullish"
X Link 2025-11-28T11:58Z 9603 followers, 5472 engagements

"Metaplanet closed up over XX% today in Japan. It wasn't my intention to post price updates everyday but it keeps performing. This is the highest it's been since October. It really does start to feel like a corner has been turned. ullish on Metaplanet"
X Link 2025-12-10T07:08Z 9603 followers, 14.8K engagements

"Another one bites the dust. I tried to warn everyone about Satsuma back in July. They have now sold XXX of their 1199 Bitcoin to meet the liability of approximately XX million that is due to be repaid on XX December 2025. They must repay the holders of the convertible loan notes. Absolutely shambolic"
X Link 2025-12-11T07:44Z 9604 followers, 38.1K engagements

"I have finally closed my STRC position today. A nice X% gain in X weeks whilst supporting Saylor and Strategy. Not bad. I'm not sure how many times the market will give me the opportunity but every time it trades below $XX I will take a position and ride it back to par"
X Link 2025-12-11T15:53Z 9604 followers, 20.9K engagements

"@redneck_btc Bitcoin dip"
X Link 2025-12-11T16:00Z 9594 followers, XX engagements

"I've got bad news for most Bitcoin Treasury Companies. You have to win your major local capital market or die. Remember Semler Scientific. The 2nd US PubCo to put Bitcoin on the balance sheet Faded into irrelevance and is now being acquired. The truth is there will probably only be 5-10 companies worldwide that are able to run the Saylor flywheel playbook. That means issuing equity the ATM and eventually offering Bitcoin-backed fixed income products like Preferreds. Why Because you need sufficient trading volume for the strategy to be viable. There's been 20+ UK Bitcoin Treasury announcements"
X Link 2025-10-20T18:19Z 9580 followers, 12.8K engagements

"Smarter Web has all but confirmed its uplisting to the London Stock Exchange. It is also following Metaplanet's lead by allowing the company to repurchase up to XX% of shares (30mil). A General Meeting was called to green-light this proposal. "Any ordinary shares purchased under this authority would be by means of market purchases through the London Stock Exchange". Big things are coming for the UK's first and leading Bitcoin Treasury Company"
X Link 2025-11-13T13:51Z 9593 followers, 16.9K engagements

"See you guys on the London Stock Exchange. "Any ordinary shares purchased under this authority would be by means of market purchases through the London Stock Exchange""
X Link 2025-11-13T13:59Z 9592 followers, 10.7K engagements

"I will be buying more STRC today. At $XXXXX the effective dividend yield is XXXX% ($10.50 at par at $100/share). I will then pocket the additional X% capital gain as it inevitably trades back up to par. which is what it's designed to do. Easy money"
X Link 2025-11-21T15:02Z 9581 followers, 132.3K engagements

"I don't expect significant mNAV expansion for the Bitcoin Treasuries until Bitcoin surpasses $150k-$175k. This means X mNAV for Strategy and X mNAV for Metaplanet. Why Because we need people to think Bitcoin is going to the moon and I don't think that happens until we are comfortably past the previous all-time highs. This will allow the speculators to return and thus push mNAV premiums up once more. I expect this to happen in 2026"
X Link 2025-11-24T17:00Z 9590 followers, 6842 engagements

"Metaplanet kicks off the trading day in Tokyo with a XXX% gain. mNAV is now at XXXX. The Bitcoin Treasuries need to see Bitcoin have a sustained move to the upside before they can really get going again. Metaplanet approaching X mNAV is a good sign. Great start to the day"
X Link 2025-11-27T07:10Z 9567 followers, 23.4K engagements

"Let's talk Smarter Web Like with all the Bitcoin Treasuries bar Strategy it's been a quiet few months for SWC. The market has pretty much dictated this. There is often the concern about what can the company do to accumulate Bitcoin when mNAV is X which is a fair question. There are a few things that they can do that Andrew and Jesse have alluded to. Traditional debt is one method or issuing more Bitcoin-denominated convertible bonds at a premium is another. Smarter Web can also do share buybacks to increase BTC/share which is something that will be approved at the General Meeting in a few"
X Link 2025-11-27T12:17Z 9589 followers, 14.3K engagements

"Want a controversial take I would argue that Strategy are already more solvent and Credit-worthy than many Nation States. Risk is mispriced globally. No one understands. You're not bullish enough if you don't think that one day Strategy's $STRF product will eventually offer a lower yield than US Treasuries. or at a minimum at the same rate. Yes I am saying that Strategy will be deemed less risky than the US Government. One stacks FIAT debt the other stacks Bitcoin. This will become obvious as time goes on. You really think the UK or European Governments offering X% yields are a safer bet than"
X Link 2025-11-27T15:09Z 9592 followers, 10.9K engagements

"It's a good day for Metaplanet shareholders in the US. The run up back to $XX is going to be fun for $MTPLF. I wonder how many of you are still going to be on this ride to $100+ I know I will be"
X Link 2025-11-28T15:51Z 9567 followers, 19.3K engagements

"The reason why $STRK is my least favourite Preferred is because I see no reason to own it personally. If I want upside exposure to $MSTR I'll just buy MSTR. If I want fixed income I'll just buy $STRD. STRD + MSTR STRK. The main argument I see for STRK is that it offers downside protection. However during periods of market fear STRD gets heavily sold off due to where it lies in the capital stack and the dividends being non-cumulative. The risk is mispriced and even Phong Lee has said in a recent interview that they would like to always pay the STRD dividend no matter what. I do not see a"
X Link 2025-11-29T14:27Z 9582 followers, 31.2K engagements

"The world doesn't understand it yet but Strategy's $STRF has absolutely killed dividend investing for the next XX years at least. $SCHD pays 3.5-4% annually and has gone up XX% over the last X years. STRF will pay you X% and have far more capital gains. It will trade to $200"
X Link 2025-11-29T16:41Z 9588 followers, 2203 engagements

"@GrafYves I am more than comfortable with the risk I will never own STRK most likely. other than for short-term trading purposes"
X Link 2025-11-29T17:33Z 9566 followers, XXX engagements

"Every dividend investor should just sell up and buy $STRF. STRF will give you XXX% a year right now and will outperform the S&P XXX over the next X years. $SCHD gives you 3-4% a year and is up XX% over the last X years"
X Link 2025-11-29T20:02Z 9590 followers, 14.3K engagements

"Strategy selling Bitcoin as a LAST resort is not a problem whatsoever. To shut the trolls up I wouldn't be opposed to keeping 12-24 months worth of dividends in US Treasuries. People on here spend too much time talking about the worst case scenarios like "what if Bitcoin trades at $30k for X years" or "what if mNAV trades below X for X years". Yeah no shit. If Bitcoin doesn't perform then difficult decisions will have to be made. However that's the whole point of this entire operation anyway. It's a bet that Bitcoin is going win and win big. Before Strategy sell any Bitcoin they would explore"
X Link 2025-11-30T14:10Z 9567 followers, 64.5K engagements

"@henrybomby Of course but could you imagine the ponzi fud if Strategy held Metaplanet products and Metaplanet held Strategy products 😂 In theory it'd work beautifully"
X Link 2025-11-30T15:19Z 9567 followers, XXX engagements

"Tether should buy Strategy's $STRC and collect a XXXX% yield instead of buying US Treasuries that will only generate less income the more the Fed cut rates. This would more than double their profits which they can then funnel into Bitcoin amplifying their gains further. Problem solved"
X Link 2025-11-30T19:09Z 9591 followers, 37K engagements

"Called it. This is fantastic news for Strategy shareholders. Strategy are more credit-worthy than most Nation States in the world. The trolls will need to find some new FUD to engagement farm with. Bullish"
X Link 2025-12-01T13:39Z 9583 followers, 15.2K engagements

"I cannot understate how important today's announcements are for the Preferreds. $STRC is now at XXXXX% and the USD cash reserves just massively de-risked all of these products. As FED lowers rates. oh man. Expecting $STRD $STRF $STRK to perform amazingly. What a day"
X Link 2025-12-01T14:12Z 9582 followers, 3000 engagements

"The Bank of England was not seen as "safe" or "normal" in its early days. It was a radical financial experiment just like $MSTR is today. Gold-based monetary innovation to Bitcoin-based financial engineering. The parallels are uncanny. "Who Dares Wins" - The British SAS"
X Link 2025-12-01T17:17Z 9568 followers, 8661 engagements

"Bitcoin is now almost XX% down from its all time high against Gold. It has been in a bear market for pretty much all of 2025. Bitcoin is down XX% over XX months against Gold and would need a XX% increase just to surpass its previous all-time high. This means Bitcoin needs to go to $170k before we can say that we are in a true bull market. Don't let USD debasement fool you"
X Link 2025-12-01T20:09Z 9588 followers, 27.8K engagements

"With the announcement of Strategy's $1.44bn USD reserve this $STRD trade gets even better. I'm expecting STRD to easily trade back up to par within the next XX months with the FED cutting rates. I will likely close my position between $95-100 for a XX% gain. Easy wins"
X Link 2025-12-02T14:47Z 9582 followers, 7464 engagements

"This is why you don't FOMO into positions. Everyone was selling their Strategy and Metaplanet to rotate into the Miners/AI plays. Buying IREN which just 10x'd after selling a stock that went down XX% and to X mNAV is how you lose money. Funnily enough might be a good entry now that no one is talking about it anymore"
X Link 2025-12-02T21:52Z 9592 followers, 12.2K engagements

"Metaplanet kicks off the trading day in Tokyo with a modest XXXX% gain. Before we see any significant rallies from the Bitcoin Treasuries we will need to see sustained performance by Bitcoin to the upside. Always good to have a green day nevertheless no matter how small"
X Link 2025-12-03T12:20Z 9588 followers, 7957 engagements

"@ChrisMMillas @MSTR_Today It's not impossible for Metaplanet etc in the right conditions. History has shown us mNAV expands and contracts. This all depends on what Bitcoin does"
X Link 2025-12-03T12:24Z 9567 followers, XXX engagements

"Smarter Web is currently trading at XXXX mNAV. I think the market is undervaluing the company given that the roadmap for the next XX months looks incredibly bright. There's a real possibility that Smarter Web could be included in the FTSE XXX before Strategy is included in the S&P XXX. This is because inclusion for the FTSE indices are criteria based as opposed to the political process in the US. Would be amazing if we could get a "Smarter STRC" at some point too I think demand would be high. Quietly optimistic on $SWC / $TSWCF at these price levels"
X Link 2025-12-03T14:06Z 9580 followers, 5686 engagements

"Like with Strategy Smarter Web will have to build the UK market. No problem it's about education. Why would STRD or STRF be better than STRC Not sure what you mean by pegging STRC A Smarter STRC would work our yields are similar to the US market. I also expect rates to lower in the UK over the next 12-24 months"
X Link 2025-12-03T14:16Z 9580 followers, XXX engagements

"To be fair I think we got lost in our previous discussion a few months ago it was more about "mNAV defence" so the things we are seeing today with Metaplanet announcing share buybacks etc. When it comes to mNAV expansion and contraction in general absolutely it is stochastic and based off sentiment which is measured by Bitcoin price momentum and the mNAV itself obviously. I've settled on BTC/Gold --- MSTR for now"
X Link 2025-12-03T14:35Z 9566 followers, XXX engagements

"I have come to the conclusion that there is no rational reason for a Bitcoin or $MSTR bull to ever hold $STRF over $STRD. For two key reasons: 1) Phong Lee has pretty much said they will avoid defaulting on their dividend obligations at all costs including for STRD. Let's be honest they would kill the product and the sentiment hit is really not worth it. They would rather sell Bitcoin then default. 2) The $1.44bn USD cash reserve which is almost X years worth of dividends with the plan to increase this to X years has pretty much killed most of the risk imo. Entry is important of course but"
X Link 2025-12-03T16:58Z 9582 followers, 13.9K engagements

"Let's be honest there is no rational reason for anyone here to own $STRF over $STRD. Institutional/mandated capital yes but for us Absolutely not. Risk has been severely decreased after USD reserve established. Give me the higher yield thanks"
X Link 2025-12-03T16:59Z 9582 followers, 18.9K engagements

"Correct. The Prefs are not really for Bitcoiners. That being said I do trade them as there is fantastic opportunity to basically sit in a trade that's paying you a yield + has significant capital gains. For example I'm sitting in a $XX STRD entry which will be giving me XXXX% every quarter until I sell (which I most likely will at $95). These arb opportunities will die down eventually"
X Link 2025-12-03T17:15Z 9580 followers, XXX engagements

"This is one of the coolest images ever created in the history of Capital Markets. If you can truly understand this you are in the top XXXX% worldwide in terms of understanding Bitcoin Credit. I like your odds of financial success. Just look at it and marvel"
X Link 2025-12-03T18:23Z 9588 followers, 33.1K engagements

"Despite Strategy's weak performance this year its NAV has risen dramatically. At a X mNAV the implied share price floor has significantly increased. I don't see many talking about this but it's super important. Even if the market isn't excited right now the intrinsic value of the company is higher than ever before. This is exactly when smart money starts accumulating. This will become clear when Bitcoin catches up to Gold and the speculators return to expand the premium to NAV once more"
X Link 2025-12-04T14:34Z 9588 followers, 3247 engagements

"More lies. The $MSTR FUD is getting out of hand. On Strategy's homepage the information is there they do not have to sell Bitcoin. "BTC Years of Dividend Coverage = 74.4" "$1.44bn in USD reserve" = XX months of divs. This is very lazy reporting and you should be ashamed"
X Link 2025-12-04T21:35Z 9567 followers, 20.6K engagements

"Without Preferreds they are dead in the water for the most part. After MSTR the risk drops off a cliff. After Metaplanet and potentially now Strive you're in super high risk territory. After SWC and Capital B I wouldn't even bother. I am hopeful the last X can get to 5000-10000 Bitcoin respectively to issue fixed income products but of course the risk is there. "Bitcoin Treasury Companies" are XX% useless"
X Link 2025-12-05T14:46Z 9567 followers, 2936 engagements

"Max pain will be Bitcoin staying flat for all of 2026 whilst the Nasdaq has another XX% year. The level of capitulation from Bitcoiners on here will be like what we've never seen before. Bitcoin going down is fine but when other assets are performing at the same time Pain"
X Link 2025-12-05T16:55Z 9586 followers, 23.8K engagements

"The XX month performance for Bitcoin/XAU is the reason why MSTR/USD has also been terrible. Bitcoin/XAU = -XXXXX% MSTR/USD = -XXXXX% The Bitcoin XX month performance in USD is deceiving at -13.57%. Bitcoin needs to start showing strength against Gold or the pain continues"
X Link 2025-12-05T17:56Z 9567 followers, 3229 engagements

"I'm excited to see what Twenty One do. Jack Mallers has spoken very confidently about their ambitions to catch Saylor and Strategy. I think this unlikely but if anyone has a chance it's them. Backers include: -Cantor Fitzgerald (primary bond dealer to the Fed). -SoftBank. -Tether. -Bitfinex. They are currently 606486 Bitcoin behind $MSTR. Like I said I'm not expecting them to catch Strategy but they've assembled the avengers. I also like the fact that they have established proof of reserves which I believe should be industry standard. FYI I am not an investor currently but this should be good"
X Link 2025-12-07T14:53Z 9580 followers, 7716 engagements

"Exactly X months later and I believe the time is nigh. Honestly the Smarter Web journey has been incredible when you think about it. The London Stock Exchange will be the start of its ascent to the UK's Premier Index the FTSE XXX. Humbled to be a part of this from the start"
X Link 2025-12-07T17:03Z 9587 followers, 5785 engagements

"Every investor should read and consider this. Just X days after IPO I was pressing Smarter Web for Proof of Reserves. The share price was just XXXXX or XXX pence with only XXXX Bitcoin on the balance sheet. The company would 170x from here to XXXX in less than X weeks. Today share price is XXXX or XX pence with 2664 Bitcoin on the balance sheet. It's so easy to lose focus of the bigger picture when you follow the markets on a daily basis. Sentiment for Bitcoin and the Bitcoin Treasuries are at lows right now but have the fundamentals really changed I would argue that Strategy and Metaplanet"
X Link 2025-12-07T17:38Z 9580 followers, 10.1K engagements

""Professor of Applied Economics at John Hopkins" This post pretty much sums up why Economics degrees across the world are useless. Not because the students who do these courses aren't clever but because they are taught pseudoscience by Keynesian frauds. Imagine describing a money technology that no one can print a decentralised network no one can stop and an asset no one can debase as having "zero fundamental value". The more you talk Steve the more you expose yourself"
X Link 2025-12-07T18:11Z 9568 followers, 8597 engagements

"It's all but confirmed that the Fed will be cutting rates next week. With the ending of QT and other tailwinds 2026 looks set to be another great year for investors. I also expect to see see exuberance for Bitcoin and Bitcoin related equities"
X Link 2025-12-07T19:45Z 9589 followers, 3243 engagements

"Metaplanet is now trading back at X mNAV. You get to buy Bitcoin + an entire company and team for free. It's too early to tell but it feels like we have finally reached the bottom for Bitcoin and the Bitcoin Treasuries. Let's hope it continues. ullish on Metaplanet"
X Link 2025-12-08T07:09Z 9591 followers, 16.4K engagements

"There may be no region on Earth that needs Bitcoin more than the Middle East. Oil and gas won't last forever but the wealth they generate today can. By converting energy into Bitcoin they can preserve value across generations. From black gold to digital gold"
X Link 2025-12-08T11:08Z 9593 followers, 23.2K engagements

"Saylor was able to hit the $STRD ATM for $XX million because it's the best fixed income product in the world. Effective yield is XXXX% at $XX. Fed is cutting rates this week. What an absolute bargain. XX month USD reserve and can raise capital so easily it's been completely de-risked. Riding this to $XX. THEY WILL NEVER MISS A DIVIDEND PAYMENT"
X Link 2025-12-08T19:14Z 9587 followers, 9825 engagements

"The Zynx YouTube channel is comming. soon. All my Bitcoin people subscribed and turn on notifications 👀"
X Link 2025-12-08T19:55Z 9577 followers, 13.6K engagements

"@ichlassdesmaso No chance STRF will go to $XXX and STRD stays at $XX. Impossible"
X Link 2025-12-08T20:06Z 9580 followers, XX engagements

"It's only a matter of time before Strategy take their Bitcoin into self-custody. It's probably the only thing Saylor has left to do to fully be on the Bitcoin Standard. It's better for the company it's better for Bitcoin. It will be strange for one day to have all your Bitcoin with a company 10x smaller than you in valuation. Proof of Reserves would be even better. If Twenty One and Metaplanet can do it so can Strategy. It also kills the "Paper Bitcoin" FUD"
X Link 2025-12-08T20:25Z 9580 followers, 4883 engagements

"The Corporate Bitcoin Bidding Wars. Jack Mallers has been talking about Twenty One wanting more Bitcoin than Strategy. That's an additional 617000 Bitcoin for them to stack just to catch up. They aren't getting mine are they getting yours Bitcoin is going to $X million"
X Link 2025-12-09T13:20Z 9589 followers, 5396 engagements

"Yes Saylor does have asymmetric information. He has pretty much confirmed it. All the Banks and Sovereign Wealth Funds are talking to him directly. He can see the scale of the adoption happening in real time. It's starting to make sense why Strategy have bought just shy of 400000 Bitcoin since Trump won the election last year. He knows Bitcoin is winning and going to $X million a coin. You do not want to miss this train"
X Link 2025-12-09T14:00Z 9592 followers, 14.2K engagements

"@Kongyiji89 Listen to his MENA talks"
X Link 2025-12-09T14:54Z 9592 followers, XXX engagements

"These yields will all be much lower this time next year. The Strategy Preferreds are going to truly blossom in a low interest rate environment. It's going to be a key story of 2026. the maturation of the best fixed income products in the world - backed by Bitcoin. ullish"
X Link 2025-12-09T15:34Z 9590 followers, 2569 engagements

"@btc_overflow 🤝🫡"
X Link 2025-12-09T15:42Z 9589 followers, XXX engagements

"@zaidq1818 The first rate cut of many coming over the next XX months :)"
X Link 2025-12-09T15:43Z 9589 followers, XX engagements

"Can someone check in on James Wynn Anyone deciding to short Bitcoin in this macro environment must hate money. Bitcoin/XAU is down XXXXX% over XX months the bottom has come and gone. 2026 belongs to Bitcoin"
X Link 2025-12-09T16:19Z 9593 followers, 2974 engagements

"@bogunowicz Honestly everyone holding now will be completely fine if they hold long enough. $MTPLF is going to $XXX by 2030"
X Link 2025-12-10T07:29Z 9592 followers, XXX engagements

"@Peak_Ascent Yes of course it is. That doesn't me shouldn't support Strategy. Saylor's done a lot for Bitcoin"
X Link 2025-12-10T14:46Z 9588 followers, XXX engagements

"The market is realising how stupid it was to price STRD at $XXXXX giving an effective yield of 15.3%. The beautiful thing about the Strategy Preferreds is that you get higher yield and more capital gains when the market is uncertain. even though the risk profile is the same"
X Link 2025-11-26T14:47Z 9592 followers, 12.9K engagements

"Metaplanet is now trading back at X mNAV. You get to buy Bitcoin + an entire company and team for free. It's too early to tell but it feels like we have finally reached the bottom for Bitcoin and the Bitcoin Treasuries. Let's hope it continues. ullish on Metaplanet"
X Link 2025-11-28T11:21Z 9592 followers, 18.9K engagements

"Oh I am loving $STRD. $STRD at $XX is still massively undervalued. With effective dividend yield at XXXXX% there is still room for STRD to trade back up to $XX. Why Risk is mispriced globally. Rate cutes are coming. There is so much opportunity trading these Preferreds"
X Link 2025-11-28T14:47Z 9593 followers, 3077 engagements

"Great question. $STRF will go to $XXX because at that price it gives you an effective yield of 5%. Base rates are now on the decline. Over the next few years the FED rate will be 2-3%. You will not be able to get X% yields from US Treasuries. Investors will then rotate back into better yielding assets with STRF becoming one of the highest quality yields in the world. STRF is Strategy's senior-most perpetual preferred stock. It has a BTC rating of 6.2x. STRF also has governance rights and dividend rate step-up penalties in the event of missed dividend payments. Essentially it's almost"
X Link 2025-11-29T17:46Z 9592 followers, 11.1K engagements

"Some thoughts on Smarter Web Currently diluted mNAV is at XXXX. A few months ago I was advocating for Smarter Web to keep a cash position. Now that Saylor and Strategy have decided to do so I am hoping this can be revisited. Metaplanet also keep a cash position as well. In both of these cases it's to pay for the dividends from the Preferreds but it also allows for operational flexibility such as share buybacks if mNAV ever falls below X. Perhaps this capital can be parked in Strategy's STRC. I am also hoping we can complete the LSE uplisting before EOY. I have a suspicion that next week could"
X Link 2025-12-03T13:35Z 9592 followers, 13.1K engagements

"I also find this bit particularly interesting. "The world of law and regulation is also relevant to Bitcoin and for B HODL to take up a position with CryptoUK to assist the All Party Parliamentary Group for Crypto and Digital Assets ensures that there is a Bitcoin-only seat at the table when MPs and Lords discuss digital assets in general""
X Link 2025-12-11T15:47Z 9595 followers, XX engagements

"Bitcoin is down XXXXX% over XX months against Gold. It needs to cross $169k just to equal it's all-time high in Gold. Until then I refuse to call this a bull market. Every cycle since inception Bitcoin has more than doubled its price in Gold at a minimum usually by much more than that. The good news is that I am quite confident we will see a $200k Bitcoin by the end of 2026"
X Link 2025-11-29T21:16Z 9599 followers, 11.8K engagements

"The easiest way to answer "Is Strategy a ponzi scheme" is to compare it to the Bank of England. Just like a central bank Strategy monetises its balance sheet. The Bank of England used Gold Strategy uses Bitcoin. There is no better comparison. Stop thinking of Strategy as a normal company that requires revenue in the traditional sense. It is a Bitcoin-backed monetary institution. The Bank of England was created in 1694 and became one of the largest and most profitable companies to ever exist until it was nationalised in 1946 after the Second World War. The business model was to accumulate as"
X Link 2025-12-01T15:45Z 9597 followers, 36.3K engagements

"The price you pay is not necessarily the value you get. Bitcoin is stronger than ever before. Look at the real data. the operational nodes the hash rate the institutional adoption etc. Strategy just announced a move that makes them bulletproof and $MSTR is down XX% today. Metaplanet are cooking up a storm and look well setup to have a barnstorming 2026. Bullish on $MTPLF. Remember the market can remain irrational longer than you can remain solvent. Use these opportunities to add to your high conviction positions because this is where the real money is made. I'm going to bookmark this post and"
X Link 2025-12-01T16:47Z 9597 followers, 6285 engagements

"Everyone is getting it wrong about why $MSTR is underperforming. Strategy have taken a lot of slack this year for what has been a disappointing XX months for Bitcoin price action. Many analysts in the space have been trying to come up with answers for why MSTR is underperforming but seemingly ignore the most important factor - sentiment and price momentum for Bitcoin itself. It's important to understand that whilst MSTR has had a bad year performance wise the NAV floor has risen dramatically and thus share price when mNAV = X. mNAV compression and expansion below or above X is stochastic and"
X Link 2025-12-02T13:09Z 9597 followers, 115K engagements

"It's been a very good week for Saylor and Strategy. I think most reasonable critics have been silenced with the $1.44bn USD reserve that can cover their dividend obligations for XX months. The $MSTR balance sheet is built for war. Cautiously optimistic"
X Link 2025-12-03T21:59Z 9597 followers, 11K engagements

"@ichlassdesmaso Why would he let the yields between the two spread that much"
X Link 2025-12-08T19:56Z 9603 followers, XXX engagements

"This is how the chart looks like for DN3.F the German ticker for Metaplanet. Does that not just scream entry point to you It does to me. Watch everyone flood back to the stock when it's trading over XX again"
X Link 2025-12-09T12:49Z 9603 followers, 29.6K engagements

"I am looking forward to watching Strategy and Saylor win the next decade. History will remember him kindly as the man who took Bitcoin mainstream. Each epoch has a key figure. This one belongs to Saylor. As a $MSTR shareholder I am happy to be on this train. ullish"
X Link 2025-12-09T16:04Z 9597 followers, 12K engagements

"mNAV expansion for $MSTR is on its way. What people don't realise about Strategy is that next year they are going to have so many levers to pull. There will be an avalanche of capital flowing towards the Preferreds - STRC/STRF/STRD/STRK. With interest rates coming down demand from yield-seeking capital will find its way to these products that pay juicy yields and are extremely well collateralised. All X will be ATM'd to buy more Bitcoin. $35mil was raised from STRD alone last week. Then with Bitcoin recovering against Gold the common stock will start to fly as exuberance enters the market and"
X Link 2025-12-09T16:58Z 9603 followers, 35.6K engagements

"Saylor can ATM STRD for another $XX million this week if he chooses. Watching the performance of these Preferreds in a time of significant Bitcoin underperformance has been eye opening. Have we ever seen a capital raising machine like Strategy before"
X Link 2025-12-10T15:55Z 9603 followers, 3999 engagements

"The Preferreds just got more attractive after the Fed cut rates. What do you think happens when they continue to cut throughout 2026 Hint - So much capital is coming to the Bitcoin network via yield-seeking capital"
X Link 2025-12-10T19:58Z 9603 followers, 3355 engagements

"Everyday I wake up and read the latest news on Politics and Economics and realise there is nothing else to do but stack Bitcoin. If you're in the UK or Europe especially there is no coming back for a very long time. We are living through the decline. Bitcoin will protect you"
X Link 2025-12-11T09:06Z 9604 followers, 3998 engagements

"@PunterJeff You will need to get a lot more Bitcoin for that. Race between Twenty One/Strive/Metaplanet is on for spot number 2"
X Link 2025-12-11T16:34Z 9603 followers, XXX engagements

"There is no hiding that Bitcoin has performed terribly this year. That said so much progress has been made on the regulatory corporate and integration into the global financial system front that it will catch up and outperform as it always does. Generational opportunity"
X Link 2025-12-11T19:46Z 9603 followers, 3801 engagements

"The power move for Jamie Dimon and JP Morgan would be to embrace Strategy and Bitcoin. Being the enemy of Bitcoin is not a sustainable position. If you do not embrace it you will be left behind by those who do. Bitcoin is the new Global Reserve Asset"
X Link 2025-12-12T02:13Z 9603 followers, 1761 engagements

"I created a Smarter Web vs Next PLC pie. SWC is only XXX% of the market cap of Next a British clothing retailer. It's where I bought my first suit as a teen 😅 They are ranked 39th on the FTSE XXX. When do you think Smarter Web will surpass their market cap of 14.8bn"
X Link 2025-09-07T09:56Z 9603 followers, 2868 engagements

"I wouldn't be surprised if in 2026 we see Metaplanet hit 5000/share for 3350.T or $XX for $MTPLF. It sounds absurd but the setup here is really incredible. They have already raised $150mil in their pre-IPO for Mercury (class B Preferred) which tells me demand is strong. If Bitcoin is playing ball and reaches $175-200k and then Metaplanet surpasses their 100000 Bitcoin target then I'm quite optimistic. We could see an up-listing to the Nasdaq from the US OTCQX which would bring a lot more liquidity to the stock. We also have to consider the changes to the MSW programme the expansion of the"
X Link 2025-11-24T19:35Z 9600 followers, 82.4K engagements

"There's some serious money to be made by those who can understand this before the market does. The market is extremely inefficient at pricing the Strategy Preferreds. Bitcoin fell to $82k and the market panicked. $STRC fell to $XX $STRF to $XX and $STRD to $XX. This meant that the yields for each of these products went up substantially when compared to at par implying that the risk had also increased significantly. The problem is this just isn't true. Saylor said himself that "If Bitcoin goes up XXX basis points a year we can pay the dividends forever. If BTC goes up X% a year we have capital"
X Link 2025-11-27T13:11Z 9600 followers, 236.3K engagements

"Strategy's $STRF product should have a higher credit rating than French Bonds. Let's do a comparison: -A XX year Bond offered by France currently pays 3.15%. -STRF currently pays 9.54%. -France has a Debt-to-gdp ratio at 113%. Trillions of dollars in unfunded liabilities. -Strategy have an amplification of XX% and STRF has a BTC rating of 6.3x. -The S&P give France a Credit rating of A+ -The S&P give Strategy a Credit rating of B- The world does not know how to price risk because they do not understand Bitcoin. The next few years offer a once in a lifetime opportunity to make a lot of money"
X Link 2025-11-28T13:23Z 9603 followers, 4849 engagements

"STRF should have a higher credit rating than French Bonds. Risk is mispriced globally because they do not understand Bitcoin"
X Link 2025-11-28T13:27Z 9603 followers, 2066 engagements

"It appears the main driver of STRC price right now is Bitcoin performance. Looks like the increase to XXXXX% yield did nothing. It will take the market some time to have trust in these products. Up to XX% we go"
X Link 2025-12-05T16:22Z 9603 followers, 6130 engagements

"What the actual f*** Imagine being bearish on Strategy. Just casually spending X billion dollars on Bitcoin in a single week. We are witnessing history. $MSTR will be the bank of the world"
X Link 2025-12-08T13:14Z 9603 followers, 51.3K engagements

"Metaplanet kicks off the trading day in Tokyo with more gains. It closed the session at XXX a share price level we have not seen for a month. What's very interesting to note is that the stock has continued to make gains even though Bitcoin itself is slightly down. ullish"
X Link 2025-12-09T07:06Z 9603 followers, 8941 engagements

"If you look at the European ticker for Metaplanet you can see a clear bottom has formed. X consecutive weekly green candles. I'm not really a chart/TA guy but it is helpful for visualising your entry points. I reaffirm that it is the most undervalued equity in the world"
X Link 2025-12-09T17:29Z 9603 followers, 10.8K engagements

"There's a reason why Saylor is buying $X billion worth of Bitcoin in a single week. He knows the banks and Sovereign Wealth Funds are coming. He knows Bitcoin is going to $X million a coin"
X Link 2025-12-09T19:47Z 9603 followers, 12.1K engagements

"I'm expecting Saylor to announce PoR before the end of 2026. Strategy will be a trillion dollar company and it's just not appropriate amongst other reasons for another company to be the custodians of their Bitcoin. Metaplanet and Twenty One have Proof of Reserves. No excuses"
X Link 2025-12-10T03:09Z 9603 followers, 3687 engagements

"The Financial Times are a joke. Martin this piece is an absolute disgrace. You are XX years old and completely detached from reality. A once-respected financial press now simping for the Central Banks defending the "stability" of a system built on debt coercion and taxpayer bailouts. You describe stablecoins and don't get it twisted. by extension Bitcoin as threats because they're outside state control. You hilariously complain about stablecoins "privatising seigniorage". as if that's worse than the UK Government inflating away our life savings to fund deficits forever wars waste and"
X Link 2025-12-10T08:00Z 9603 followers, 4953 engagements

"MSCI proposes to exclude digital asset treasuries ("DATs") like Strategy from MSCI"s Global Investable Market Indexes. Saylor is asking for our support to get MSCI to withdraw this proposal. This is important to every Bitcoiner. An attack on MSTR is ultimately an attack on Bitcoin. We should all get behind them"
X Link 2025-12-10T14:43Z 9603 followers, 24.1K engagements

"Bitcoin against Gold is the key indicator. Interestingly it looks like BTC/XAU has stabilised after falling more than XX% from the all time highs in December 2024. Bitcoin needs to reach $168k just to match this high. So much upside to come for Bitcoin"
X Link 2025-12-10T17:47Z 9603 followers, 3328 engagements

"In a year where Bitcoin is down XX% against Gold Strategy and Metaplanet have actually done okay. $MTPLF mNAV = XXXX $MSTR mNAV = XXXX Truly remarkable. I know for those who bought at higher mNAVs are still significantly in the red but this should be extremely comforting imo"
X Link 2025-12-10T18:20Z 9603 followers, 4694 engagements

"Nothing stops this train. Great news if you own assets terrible for the average American. Bitcoin is going to absolutely thrive in this environment you might want to get on the lifeboat"
X Link 2025-12-11T01:57Z 9604 followers, 3967 engagements

"Link with all the information here:"
X Link 2025-12-11T07:44Z 9603 followers, 1454 engagements

"I was hoping to do this trade a few times but I'm not so sure anymore. 1) Strategy now have XX years worth of dividends covered by their Bitcoin. 2) They have also established a $1.44bn cash reserve that covers XX months. 3) Another rate cut makes STRC even more attractive. Since November XX they have bought more Bitcoin which has increased the BTC reserve to dividends ratio. Point X and X didn't exist. We are literally watching the Preferreds get stronger by the month"
X Link 2025-12-11T16:39Z 9604 followers, 14.2K engagements

"IF there is no viable route to issue Preferreds or other Bitcoin-backed fixed income products then the Bitcoin Treasury Company is useless. 90/100 of the top XXX corporate holders of Bitcoin will be successful businesses like Tesla that put Bitcoin on their balance sheet. I would not trade my cold-storage Bitcoin to invest in a company that has no profitable operating business and is relying solely on the market to give them a mNAV premium. If they can't issue Bitcoin Credit avoid"
X Link 2025-12-11T18:35Z 9603 followers, 3294 engagements

"Avoid the Bitcoin Treasuries that do not have the following: 1) Profitable operating business. 2) Viable route to issue Preferreds/Bitcoin credit. 3) Trusted team who know how to raise capital in a responsible way. Better to just stick with Bitcoin in cold-storage otherwise"
X Link 2025-12-11T19:07Z 9603 followers, 5902 engagements

"Michael Saylor has had asymmetrical information for a while. He can see the demand tsunami coming which is why he has been stacking like a madman. It's going to be very funny if this bank turns out to be JP Morgan"
X Link 2025-12-11T22:22Z 9604 followers, 50.4K engagements

"Metaplanet is the most undervalued stock in the world. 1) Lowest cost of capital in the world for accumulating Bitcoin. People pay X% for their Mortgages Metaplanet pay less than that to buy Bitcoin. 2) At XXX mNAV the risk of underperformance vs Bitcoin is very low. 3) You get to benefit from a team of super smart financial engineers that will accumulate Bitcoin for you whilst you sleep. NAV floor constantly rising = share price rising at X mNAV. Incredible opportunity"
X Link 2025-12-12T07:17Z 9604 followers, 1319 engagements