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Frankie posts on X about $mtplf, bitcoin, $mstr, fiat the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks cryptocurrencies finance currencies automotive brands countries
Social topic influence $mtplf #36, bitcoin #7289, $mstr, fiat, debt, the only, believe in, rates, japan, saylor
Top assets mentioned Metaplanet Inc. (MTPLF) Bitcoin (BTC) Strategy (MSTR) Strategy Incorporated (STRF)
Top posts by engagements in the last XX hours
"@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 $MTPLF 🚀"
X Link @alphafortuna10 2025-10-16T12:41Z XXX followers, XXX engagements
"@Reventontm @AdamBLiv Agreed Uncle Having perpetual debt denominated in JPY with a borrow cost at par below X% is so incredibly valuable in my eyes"
X Link @alphafortuna10 2025-10-10T17:27Z XXX followers, XX engagements
"$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, 6032 engagements
"@dRiskDave $MTPLF Metaplanet uniquely has a Bitcoin income generation business and geographic advantage of "long-dated JPY liabilities" (perpetual prefs) 👇🏻"
X Link @alphafortuna10 2025-10-12T16:44Z XXX followers, 1337 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
"@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
"Dylan will come out swinging the moment he is allowed to hop on a podcast. Feels like he needs to remind everyone on the many reasons why Metaplanet $MTPLF is special 🍿 - prefs denominated in JPY - borrow at 5-7% (who knows where Japan valued the prefs) - long runway to 1%"
X Link @alphafortuna10 2025-10-08T03:00Z XXX followers, 1571 engagements
"@AdamBLiv $STRF has no claim on the Bitcoin; it has a fiat claim on $XXX backed by Bitcoin. All of the Bitcoin and it's future application belongs to the commons $MSTR"
X Link @alphafortuna10 2025-10-13T14:14Z 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, 1374 engagements