#  @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 $555 million plan, despite its Bitcoin holdings growing. Regulatory changes, such as a potential Nasdaq rule tightening, may impact Metaplanet's future fundraising efforts. ### Engagements: [-----] [#](/creator/twitter::1483225866280656896/interactions)  - [--] Week [-------] +2,185% - [--] Month [-------] +970% - [--] Months [---------] +28% - [--] Year [----------] +1,061% ### Mentions: [--] [#](/creator/twitter::1483225866280656896/posts_active)  - [--] Week [--] +31% - [--] Month [---] +66% - [--] Months [---] -29% - [--] Year [---] +18% ### Followers: [-----] [#](/creator/twitter::1483225866280656896/followers)  - [--] Week [-----] +0.05% - [--] Month [-----] -0.25% - [--] Months [-----] +6.90% - [--] Year [-----] +62% ### CreatorRank: [-------] [#](/creator/twitter::1483225866280656896/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 73.11% [finance](/list/finance) 52.94% [cryptocurrencies](/list/cryptocurrencies) 36.97% [currencies](/list/currencies) 16.81% [countries](/list/countries) 10.92% [exchanges](/list/exchanges) #3465 [technology brands](/list/technology-brands) 2.52% [financial services](/list/financial-services) 1.68% [automotive brands](/list/automotive-brands) 0.84% **Social topic influence** [$mtplf](/topic/$mtplf) #12, [bitcoin](/topic/bitcoin) #5974, [daily](/topic/daily) 25.21%, [fund](/topic/fund) #444, [evo](/topic/evo) #709, [market](/topic/market) #2117, [level](/topic/level) 12.61%, [in the](/topic/in-the) 10.08%, [japan](/topic/japan) 10.08%, [more than](/topic/more-than) 9.24% **Top accounts mentioned or mentioned by** [@shirtharmony](/creator/undefined) [@dylanleclair](/creator/undefined) [@gerovich](/creator/undefined) [@metaplanet](/creator/undefined) [@ytriggered16380](/creator/undefined) [@actuallyclimber](/creator/undefined) [@outsidedabox_](/creator/undefined) [@btcbullrider](/creator/undefined) [@shinpei3350](/creator/undefined) [@dionysus_666](/creator/undefined) [@mintcitycollect](/creator/undefined) [@750](/creator/undefined) [@850](/creator/undefined) [@1000](/creator/undefined) [@mckhristina](/creator/undefined) [@teamusa](/creator/undefined) [@cryptochicks](/creator/undefined) [@hashoveride](/creator/undefined) [@micro2macr0](/creator/undefined) [@mortensenbach](/creator/undefined) **Top assets mentioned** [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [iShares BTC Trust (IBIT)](/topic/$ibit) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Mario Coin (COIN)](/topic/$coin) [Asset Entities Inc. (ASST)](/topic/$asst) ### Top Social Posts Top posts by engagements in the last [--] hours "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](https://x.com/boyz_meta/status/2017705112068895227) 2026-01-31T21:02Z [----] followers, [----] engagements "Youve BEEN WARNED Lots of warning this past week between US10 Treasury Yield USD DXY index JGB 10Y Yield USDJPY relationship Gold/Silver and of course investors IGNORE them The nail in the coffin was the nomination of Kevin Warsh as the next Fed Chair by President Trump Market was offside by this nomination as Polymarket was predicting Rick Rieder (70%) as the new potential chair. By the reaction of USD DXY index yesterday it clears that Market predicts uncertainties ahead. DXY reversed higher +1.7% from breakdown Tuesday bottom to Friday close. This reversal triggered Gold and Silver" [X Link](https://x.com/boyz_meta/status/2017686687334510867) 2026-01-31T19:49Z [----] 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-$300 million range until end of year [----]. Similar range in Jan26 too. 2/ Avg daily volume/shares outstanding ratio Vol/Shares Out. ratio peak in" [X Link](https://x.com/boyz_meta/status/2018567933719613586) 2026-02-03T06:11Z [----] followers, [----] engagements "$MSTR crucial bounce level for Strategy" [X Link](https://x.com/boyz_meta/status/2018750096910004497) 2026-02-03T18:15Z [----] followers, [----] engagements "$IBIT BTCUSD Bitcoin LIQUIDITY . Nothing else matter. LIQUIDATION I have removed all my price indicators as all bottom targets have been breached and CONFIRMED We have multiple days excess selling since ugly rejection @ $90K 1/ $80K support zone breakdown is NOT confirmed 2/ Next bottom target $73K-$74K 1st support zone 3/ https://t.co/P8dhqh4guL LIQUIDATION I have removed all my price indicators as all bottom targets have been breached and CONFIRMED We have multiple days excess selling since ugly rejection @ $90K 1/ $80K support zone breakdown is NOT confirmed 2/ Next bottom target $73K-$74K" [X Link](https://x.com/boyz_meta/status/2019081697367863311) 2026-02-04T16:12Z [----] followers, [----] engagements "In the long-run Japanese en should keep getting weaker against USD due to their nature of Debt/GDP 250%+ I have discussed these topics on series of posts in the past: Hence lots of investors employ en carry trade strategy to take adv. of these low borrowing cost and play the arbitrage. So long term I like Metaplanet to play for en weakness as well as leverage against Bitcoin. But in near term since USD/JPY approaches ATH and BOJ & US Gov't have to intervene I believe this will cause global reset in equity and bond market; hence more volatility and lower price action." [X Link](https://x.com/boyz_meta/status/2019200228759597325) 2026-02-05T00:03Z [----] followers, [---] engagements "@mc_khristina Try to use Robinhood" [X Link](https://x.com/boyz_meta/status/2019212525657895258) 2026-02-05T00:52Z [----] followers, [---] engagements "Agree. I dont like RH interface too since they're designed for more broader and general audiences instead of complex traders. Their UI rather slow too compared to Fidelity and Schwab. Mobile is better. But check out their prediction market section; if Polymarket didnt work for you. I have not tried Polymarket myself. 🙂 https://twitter.com/i/web/status/2019216740182528247 https://twitter.com/i/web/status/2019216740182528247" [X Link](https://x.com/boyz_meta/status/2019216740182528247) 2026-02-05T01:09Z [----] followers, [--] engagements "$MSTR $10 away from my price target $100. -80% from ATH It almost wipe out all gains from early [----] . $MSTR crucial bounce level for Strategy https://t.co/Gnqhgq1azY $MSTR crucial bounce level for Strategy https://t.co/Gnqhgq1azY" [X Link](https://x.com/boyz_meta/status/2019475959850889509) 2026-02-05T18:19Z [----] followers, [----] engagements "$IREN hits Dec'25 pivot low after-hour Crucial level to defend tomorrow is $39-$40; otherwise it will be lower" [X Link](https://x.com/boyz_meta/status/2019552738259148988) 2026-02-05T23:24Z [----] 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](https://x.com/boyz_meta/status/2020217395324019073) 2026-02-07T19:25Z [----] followers, [---] engagements "2/ US10Y yield is still above support zone. Support zone was tested successfully on Thursday capitulation/fear plunge and defended again on Friday close. There are issues that bond market still does not TRUST the equity market. https://twitter.com/i/web/status/2020217403297403264 https://twitter.com/i/web/status/2020217403297403264" [X Link](https://x.com/boyz_meta/status/2020217403297403264) 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](https://x.com/boyz_meta/status/2020217409949561240) 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](https://x.com/boyz_meta/status/2020217416522043754) 2026-02-07T19:25Z [----] followers, [---] engagements "Capitulation Limit Up 1st time since May25 $MTPLF # 3350" [X Link](https://x.com/anyuser/status/1965657513485050355) 2025-09-10T06:04Z [----] followers, [----] engagements "$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 $CRCL at https://t.co/TUkkCYUqxF If you still DO NOT believe that crypto and Bitcoin have been in downtrend market since late last year just look at all of these indicators and warnings Time" [X Link](https://x.com/boyz_meta/status/2021987603307024797) 2026-02-12T16:39Z [----] followers, [----] engagements "$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](https://x.com/boyz_meta/status/2021991095014658202) 2026-02-12T16:53Z [----] 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](https://x.com/boyz_meta/status/2022410669208035682) 2026-02-13T20:40Z [----] 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](https://x.com/boyz_meta/status/2003605377833717785) 2025-12-23T23:15Z [----] 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](https://x.com/boyz_meta/status/2018853503477907689) 2026-02-04T01:05Z [----] 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](https://x.com/boyz_meta/status/2019202846139568622) 2026-02-05T00:14Z [----] followers, [----] engagements "5/ $TLT is still range-bound between $86-$88.5 zone and cant make up its mind. https://twitter.com/i/web/status/2020217413271486974 https://twitter.com/i/web/status/2020217413271486974" [X Link](https://x.com/boyz_meta/status/2020217413271486974) 2026-02-07T19:25Z [----] followers, [----] engagements "PAY ATTENTION to USD Index DXY and US10Y Yield Risk Off vs. Risk On Guidance https://twitter.com/i/web/status/2018425688202912153 https://twitter.com/i/web/status/2018425688202912153" [X Link](https://x.com/boyz_meta/status/2018425688202912153) 2026-02-02T20:45Z [----] followers, [---] engagements "$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 $CRCL at https://t.co/TUkkCYUqxF If you still DO NOT believe that crypto and Bitcoin have been in downtrend market since late last year just" [X Link](https://x.com/boyz_meta/status/2021982762669056405) 2026-02-12T16:20Z [----] followers, [---] engagements "$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](https://x.com/boyz_meta/status/2022108098287350187) 2026-02-13T00:38Z [----] followers, [---] engagements "New hint from @dylanleclair We gonna 'Climb That Ladder' @ActuallyClimber 👀 $MTPLF # [----] 🪜 https://t.co/Wt38vu9pYi 🪜 https://t.co/Wt38vu9pYi" [X Link](https://x.com/anyuser/status/1937584570708480455) 2025-06-24T18:52Z [----] 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](https://x.com/anyuser/status/1962590520615805069) 2025-09-01T18:56Z [----] followers, [----] engagements "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](https://x.com/boyz_meta/status/2019141711172366721) 2026-02-04T20:11Z [----] followers, [----] engagements "REMINDER Pay attention to $DXY and US10Y Yield for risk-off / risk-on narrative I would add one more US10Y - JP10Y Yield spread. It's CRUCIAL to defend 2% yield spread NFA https://twitter.com/i/web/status/2019488496088715704 https://twitter.com/i/web/status/2019488496088715704" [X Link](https://x.com/boyz_meta/status/2019488496088715704) 2026-02-05T19:09Z [----] followers, [---] engagements "PERFECT REBOUND This week Metaplanet had perfect price action especially on US market zone ($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](https://x.com/boyz_meta/status/2020241006453747959) 2026-02-07T20:59Z [----] 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 $IBIT UNDERCUT Low H&S Pattern COMPLETED Exactly like predicted Were on week 22nd of avg. 50-60 weeks downtrend (when breaking down from [--] weekly MA) 1/ Peak to trough from Sep25 (50 weekly MA) -54%+ 2/ Peak to trough from Aug25 almost -60%+ 3/ Peak to trough from ATH https://t.co/Q3d9rvZwRX UNDERCUT Low H&S Pattern COMPLETED Exactly like predicted Were on" [X Link](https://x.com/boyz_meta/status/2021020753953788087) 2026-02-10T00:37Z [----] followers, [----] engagements "$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](https://x.com/boyz_meta/status/2022389107805294746) 2026-02-13T19:15Z [----] followers, [---] 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 $89.2 to the upside (unconfirmed) This is really SIGNIFICANT event for long term treasury and bullish Now looking at US10Y Yield is severely breaking down Late last week it tested" [X Link](https://x.com/boyz_meta/status/2022505119905099989) 2026-02-14T02:56Z [----] followers, [---] engagements "WATCH OUT Ive been giving warning since late last year that bond yield spread between US10Y-JP10Y keeps getting narrower and Yen currency keeps getting weaker is concerning Here it goes. Weve heard the news end of this week that Bank of Japan is going to take action to strengthen Japanese Yen and we have major reversal this past Friday This means USDJPY is going to trend down with target zone 151-152 with combination of bond yield spread between US10Y-JP10Y closes below 2% (unconfirmed breakdown) on the weekly basis. What does this mean 1/ leverage for Yen carry trade should slowly unwinding." [X Link](https://x.com/boyz_meta/status/2015558511820960126) 2026-01-25T22:52Z [----] followers, [----] engagements "$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](https://x.com/boyz_meta/status/2019597019636199442) 2026-02-06T02:20Z [----] 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 $IBIT BTCUSD Bitcoin downside target reached Time for consolidation & potential dead cat bounce . NFA https://t.co/JvJNqXE8WM" [X Link](https://x.com/boyz_meta/status/2022048408190783995) 2026-02-12T20:41Z [----] followers, [----] engagements "$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](https://x.com/anyuser/status/1777411051732238746) 2024-04-08T18:59Z [----] followers, 16.4K 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](https://x.com/anyuser/status/1974707765156454907) 2025-10-05T05:26Z [----] 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](https://x.com/boyz_meta/status/2021395091731136592) 2026-02-11T01:25Z [----] 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](https://x.com/boyz_meta/status/2022392499898323358) 2026-02-13T19:28Z [----] 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](https://x.com/boyz_meta/status/2022780694368522350) 2026-02-14T21:11Z [----] followers, [---] engagements "BOOKMARK THIS So many LBE companies coming out every day; so little capital Confuse which one to invest Below is high level guidance on how to choose and consider which Bitcoin treasury company to invest for long term investor 👇 $BTC #BitcoinTreasury $SWC $TSWCF $HOGPF H100 $LQWDF [----] $MTPLF $NAKA $SQNS $SMLR $CINGF $CEP $CCCM ALTBG $BCHXF [------] [----] CASH3 Everyday there are more and more Bitcoin treasury companies popping up. There are only so much of retail and institutional capital floating around to rotate between each of these companies Make sure to do due diligence Understand each of" [X Link](https://x.com/boyz_meta/status/1943401064491110693) 2025-07-10T20:04Z [----] followers, [----] engagements "This time is different We have very unique divergence between USDJPY and US10Y - JP10Y bond yield spread Generally USDJPY trend is following bond yield spread but since Apr25 last year its quite obvious the divergence is getting wider. Japanese en this year is less than 3% away from ATH en weakness in respect to USD index. This year USD has strengthen almost 1% against Yen currency. Last week US10Y-JP10Y bond yield spread was trying to breakdown below 2% but it was able to close above 2% by last Friday This week again the yield spread breaks down to 1.95% and getting narrower. Last time the" [X Link](https://x.com/boyz_meta/status/2013801149930033492) 2026-01-21T02:29Z [----] followers, [----] engagements "In this sport week #CCARMY family is celebrating #AllWomenAreBeautiful and supporting @TeamUSA winter olympic. Let's go USA. @Crypto__Chicks #CCWinter" [X Link](https://x.com/boyz_meta/status/1493037641167564801) 2022-02-14T01:41Z [----] followers, [--] engagements "1/. This week $eth performed much worse than $btc. why Let's take a look . 🧵👇" [X Link](https://x.com/boyz_meta/status/1530571963336339456) 2022-05-28T15:29Z [----] followers, [--] engagements "$CLSK [--] hour chart Today CleanSpark is completing the wedge pattern to the downside right above volume shelf (b) If it broke below this wedge pattern then it is potentially targeting support (5) around $13.90 - $14 level. Breaking below support (5) then it should target peak volume at $12.80 - $13.00 = 50% retracement between Jan'24 low to Feb'24 high In order to breakout from this downtrend pattern it has to get above peak volume (a) and [--] hour candle close above today's topping tail $18.80 If you were long on this Bitcoin Miner you want to monitor if it's able to defend peak volume (b) and" [X Link](https://x.com/anyuser/status/1759981452392050720) 2024-02-20T16:40Z [----] followers, 29.6K engagements "If you were $BITF Bitfarms shareholder or owned any Bitcoin miner stocks this is ONE of the most important interview that you may want to listen. There are so many alphas that will get you FOMO and wanting to buy more miner position now 😀 Ben Gagnon @hashoveride (Chief Mining Officer of Bitfarms) has clearly explained a lot of details about Bitfarms operation their growth and projection for this year and why Bitfarms is one of the best miners out there. Several key highlights that I noted: [--]. Bitfarms does not use FASB accounting rule due to Canada domicile. [--]. Bitfarms is using synthetic" [X Link](https://x.com/anyuser/status/1767938434222698979) 2024-03-13T15:39Z [----] followers, 15.6K engagements "$CLSK 4H Chart CleanSpark bottoming process After yesterday topping tail with ugly rejection It did bottom candle this morning around $15.43. The thing that I don't like with this bottom tail candle it was happening during pre-market with no volume. Good news are: [--]. The next open candle created higher low price action and did not violate this bottom tail. [--]. RSI still on positive divergence [--]. MACD keeps showing positive sign with blue line about to cross orange line which is bullish. [--]. Today is the first up volume day (albeit weak volume only 1.2x avg 200MA volume 1.35M+) after 3" [X Link](https://x.com/anyuser/status/1776289673188680096) 2024-04-05T16:43Z [----] followers, 18.2K engagements "Metaplanet Short Interest quick math calculation: Free Float Shares = 466.61M Shares borrowed = 117.91M (25% short interest) Under normal circumstance 3350.T 30D avg daily volume = 40M Short Interest day-to-cover = 117.91M / 40M = 3-4 days Due to Japanese up limit trading rule 3350.T has been on trading halt since May 20th 5/20 daily volume = 16.7M 5/21 daily volume (recorded in TradingView) = 2.6M Yesterday 3350.T was not trading at the market open as Japan Exchange could not match bid/ask spread on the pre-market hour due to 20% jump from 5/20 closing price Assuming if Hedge Fund had" [X Link](https://x.com/anyuser/status/1925195962898919637) 2025-05-21T14:24Z [----] followers, 40.1K engagements "At today's daily close $MTPLF Market Cap is about $9.1B USD. In order for 3350.T to open for trading it has to gap up to about 2201-2205 YEN depending on USD/JPY exchange rate [---] Apparently during pre-market 3350.T again did not pass the auction process and there were no seller at this price; eventually it settled at [----] YEN This is the 3rd day in a row that 3350.T has been halted and assuming if the short interest still at 25% according to Apr'25 data then Hedge Fund still has to cover their shares borrowed 117.91M How could this trading halt condition potentially be resolved 1." [X Link](https://x.com/anyuser/status/1925362831463260230) 2025-05-22T01:27Z [----] followers, 377.3K engagements "Another RECORD daily volume for Metaplanet 31.32M EVER Today $MTPLF is down more than 40% and US closing price is $9.10 or [----] YEN using USD/JPY [---] currency rate With below rule (per haaaaachan) tonight JSE market theoretically should not halt 3350.T trading activity. - Yesterday JSE pre-market auction settled at 1083YEN. - With today's closing price [----] YEN it should satisfy their 20% limit-up trading rule. - In the case If the pre-market auction failed again then they will push upper limit to [----] YEN which should satisfy today's closing price. For these past [--] weeks [--] avg. daily volume" [X Link](https://x.com/anyuser/status/1925651231524995572) 2025-05-22T20:33Z [----] followers, 31.6K engagements "IMO this is the most important data that is shared by @dylanleclair that this community should understand for $MTPLF If youre worried about Metaplanet : ✅liquidation ✅$BTC correction or drawdown ✅asset liabilities" [X Link](https://x.com/anyuser/status/1926334487886958672) 2025-05-24T17:48Z [----] followers, [----] engagements "I see new members and more people asking if $MTPLF or 3350.T higher mNAV is justified or overvalued especially compared to $MSTR Here are the metrics comparison between MSTR and 3350.T / MTPLF as reference. Key metrics different between MSTR and 3350.T are in bold font. Even though 3350.T has higher mNAV ( both mNAV (Basic) and mNAV (Diluted) ): 13350.T has very conservative mgmt and lower debt leverage 2higher BTC rating means BTC price can drop a lot lower before liquidation concern compared to MSTR 3BTC Yield or "Rate of Change" of BTC/Shares grows much more faster. 10x times of MSTR" [X Link](https://x.com/anyuser/status/1928880038558183697) 2025-05-31T18:23Z [----] followers, [----] engagements "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 (or 20581M JPY traded value) June [--] Daily Volume : [----] million (or 128615M JPY traded value) Short Shares/Daily Volume : 16% Potential Short Shares : 49M-13.33M = [-----] million If same percent ratio short shares daily is executed potential days to finish shorting : [-----] / (16% x 71M avg volume) = [--] - [--] days Assuming if daily volume slightly lower than 71M shares or EVO Fund executed short shares lower than 10% daily" [X Link](https://x.com/anyuser/status/1932806412360618240) 2025-06-11T14:25Z [----] followers, 66.8K 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](https://x.com/anyuser/status/1933222257201123418) 2025-06-12T17:57Z [----] followers, 41.3K 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](https://x.com/boyz_meta/status/1934999704305320097) 2025-06-17T15:40Z [----] followers, 33.6K 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](https://x.com/anyuser/status/1935422677243892039) 2025-06-18T19:41Z [----] followers, 12K 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](https://x.com/anyuser/status/1935459821597417657) 2025-06-18T22:09Z [----] followers, [----] 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](https://x.com/boyz_meta/status/1943337964429533285) 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](https://x.com/anyuser/status/1943687666140365045) 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](https://x.com/anyuser/status/1943734187934331058) 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](https://x.com/anyuser/status/1943778026111873278) 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](https://x.com/anyuser/status/1944770325000138816) 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](https://x.com/anyuser/status/1944793401637097680) 2025-07-14T16:17Z [----] followers, 10.7K 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](https://x.com/anyuser/status/1948164466283290757) 2025-07-23T23:32Z [----] 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](https://x.com/anyuser/status/1949648724248207394) 2025-07-28T01:50Z [----] 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](https://x.com/boyz_meta/status/1952607548844249423) 2025-08-05T05:48Z [----] 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](https://x.com/boyz_meta/status/1955485269907374388) 2025-08-13T04:23Z [----] followers, 16.1K 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](https://x.com/boyz_meta/status/1961881360978817486) 2025-08-30T19:59Z [----] followers, 25.6K 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](https://x.com/anyuser/status/1962358881944019447) 2025-09-01T03:36Z [----] 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](https://x.com/boyz_meta/status/1964024204665516534) 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](https://x.com/anyuser/status/1964423699593138602) 2025-09-06T20:21Z [----] 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](https://x.com/anyuser/status/1965790997511835742) 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](https://x.com/anyuser/status/1965804350938443888) 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](https://x.com/anyuser/status/1965915405446504535) 2025-09-10T23:08Z [----] followers, 25.2K 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 $180K we would" [X Link](https://x.com/boyz_meta/status/1967661733880930404) 2025-09-15T18:48Z [----] followers, [----] engagements "Hi @gerovich @dylanleclair First of all congrats on the success of completing int'l offering and be able to raise substantial amount for acquiring Bitcoin. Even @saylor has mentioned today that he believes Metaplanet will become the most valuable company in Japan and he gets up everyday to make sure that Metaplanet will not outrun Strategy. This is a huge accomplishment and complement In the Q&A disclosure that you have released last night you have explained in details about the purpose of doing this overseas offering even during the negative downtrend sentiment nowadays. I have addt" [X Link](https://x.com/anyuser/status/1968490131977093415) 2025-09-18T01:39Z [----] followers, 383.8K engagements "Simon really appreciate your transparency detail and thorough response. I believe in your leadership and @metaplanet management for future growth. I have no doubt that you will be the biggest company in Japan in the future. I have been investing in Metaplanet in the early price and will be here for the long haul. If I could made a suggestion while we are all waiting for preferred shares instrument to be executed please also explore all options to defend low mNAV as well as short-term plan to surprise short sellers in the near-term. [---] Cheers" [X Link](https://x.com/anyuser/status/1968672978755023058) 2025-09-18T13:46Z [----] followers, [----] engagements "$MTPLF is already trading $28M USD traded volume (6.3 million shares) in US OTC market this morning (rank #5) Daily traded volume is already surpassing the last [--] trading days and we're just getting started $MTPLF # 3350" [X Link](https://x.com/anyuser/status/1968693205857353810) 2025-09-18T15:06Z [----] followers, 10.5K 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](https://x.com/boyz_meta/status/1970962211364557112) 2025-09-24T21:23Z [----] 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 $MTPLF # 3350" [X Link](https://x.com/anyuser/status/1978251897699271019) 2025-10-15T00:09Z [----] followers, [----] engagements "$BTC Imagine if you could just rewind the time machine and listened to @fundstrat Tom Lee's advice back in [----]. Your life would be at much better place by now; instead of listening to Peter Schiff 🤣 In [----] a CNBC host said it's crazy to Tom Lee's advice to invest 1-2% of assets in #Bitcoin for $5000 🤣 https://t.co/7vQfjgbkGY In [----] a CNBC host said it's crazy to Tom Lee's advice to invest 1-2% of assets in #Bitcoin for $5000 🤣 https://t.co/7vQfjgbkGY" [X Link](https://x.com/boyz_meta/status/1776678118595658124) 2024-04-06T18:27Z [----] followers, 33.4K engagements "FOR THOSE WHO ARE NEW TO #BITCOIN MINERS If you just invested in miners this year chances are your portfolio would be down double digit unless - if you put more allocation in #CLSK #CORZ #IREN - or if you kept DCA'ing during the bottom in Jan'24 'till May'24 So far it would have been better if you invested in #BTC underlying asset or #MSTR instead of miners YTD. The reason is Bitcoin price has been consolidating since Mar until May'24 between $60K - $73K. So many new investors are expecting that miners will outperform Bitcoin as soon as Bitcoin price increases without understanding that all" [X Link](https://x.com/anyuser/status/1793973991688053063) 2024-05-24T11:55Z [----] followers, 14.5K engagements "THERE IT GOES Metaplanet $MTPLF has officially becoming "MicroStrategy of Japan" in the early days of Bitcoin adoption and monetary debasement. Volatility has spiked from [---] - [---] this week due to short seller narrative scenario. Last night 3350.T has corrected almost 25% with highest volume EVER 158.83M since last year. This indicates capitulation level (3.5x multiple of 30days avg. volume) where people took profit after 285% run-up this week and potentially short sellers have covered majority of their shares borrowed 117.91M** ** We will know the latest short interest% and shares borrowed" [X Link](https://x.com/anyuser/status/1925936860402000096) 2025-05-23T15:28Z [----] followers, 32.8K engagements "With the issuance of $50M ordinary bond at 0% coupon yesterday $MTPLF 3350.T metrics have changed: ✅Outstanding debt/liabilities : $12.28M - $62.15M (+406%) ✅Outstanding shares : 593.21M - 600.71M (+1.26%) ✅Leverage Ratio : 1.4% - 7.4% (+428.6%) ✅Asset Debt (BTC liquidation point) : $2000 - $7900 (+295%) Assuming if they bought $BTC Bitcoin at current price $107500 Metaplanet will acquire new [---] BTC. ✅Total BTC held : [----] - [----] BTC (+6.2%) ✅BTC/Shares (Diluted) per [----] shares : [-------] - [-------] (+1.07%) ✅BTC Yield YTD : 189.17% - 191.6% (+1.28%) ✅Months-to-mNAV Covered : [----] - 6.71" [X Link](https://x.com/boyz_meta/status/1927789988852433339) 2025-05-28T18:12Z [----] followers, 12.7K engagements "Pay attention to Metaplanet daily volume The calm before the spike 🚀 Only a few understand this. [----] vs. MTPLF Daily Volume (USD) $MTPLF # 3350" [X Link](https://x.com/anyuser/status/1932876819461779534) 2025-06-11T19:05Z [----] followers, 17.8K 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](https://x.com/anyuser/status/1932971770216395250) 2025-06-12T01:22Z [----] followers, 25.8K 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](https://x.com/anyuser/status/1934664198774247776) 2025-06-16T17:27Z [----] followers, 10.1K 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](https://x.com/anyuser/status/1935055848180711759) 2025-06-17T19:24Z [----] 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](https://x.com/anyuser/status/1935769152356336090) 2025-06-19T18:38Z [----] followers, 33K engagements "No words can describe this . 👀 $MTPLF # 3350" [X Link](https://x.com/anyuser/status/1936073311995543705) 2025-06-20T14:47Z [----] followers, [----] 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](https://x.com/anyuser/status/1937383905591722425) 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](https://x.com/anyuser/status/1937676651628036231) 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](https://x.com/anyuser/status/1937872449393373472) 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](https://x.com/anyuser/status/1940439370663903641) 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](https://x.com/boyz_meta/status/1942360656281493932) 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](https://x.com/anyuser/status/1942661266088288531) 2025-07-08T19:05Z [----] followers, 13.2K 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](https://x.com/anyuser/status/1944884420802175384) 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](https://x.com/anyuser/status/1945156737323164157) 2025-07-15T16:21Z [----] followers, 25.3K 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](https://x.com/anyuser/status/1946294086576849164) 2025-07-18T19:40Z [----] followers, 21.4K 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](https://x.com/anyuser/status/1947630783138828489) 2025-07-22T12:12Z [----] followers, 14.7K 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](https://x.com/anyuser/status/1948503283867549853) 2025-07-24T21:59Z [----] 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](https://x.com/anyuser/status/1951216141176537135) 2025-08-01T09:39Z [----] 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](https://x.com/anyuser/status/1957046315478929833) 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](https://x.com/anyuser/status/1960770736211288274) 2025-08-27T18:25Z [----] followers, [----] engagements "Metaplanet HODLer [----] 40😊 4MTPLFMetaplanet Metaplanet EGM" [X Link](https://x.com/anyuser/status/1962186224170652134) 2025-08-31T16:10Z [----] followers, [----] engagements "193060 [--------] $MTPLF # [----] [------] https://t.co/wAtsBOdBvV [------] https://t.co/wAtsBOdBvV" [X Link](https://x.com/anyuser/status/1962359629016666132) 2025-09-01T03:39Z [----] followers, [----] engagements "2025919FTSE [---] [--] 🚀 $MTPLF # [----] 1/10155TSE 1/10155TSE" [X Link](https://x.com/boyz_meta/status/1964699370705813564) 2025-09-07T14:36Z [----] followers, [----] 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](https://x.com/boyz_meta/status/1966231193944469876) 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](https://x.com/anyuser/status/1966568826340024699) 2025-09-12T18:25Z [----] followers, 16.3K engagements "Today Metaplanet in US OTC market was the highest trading volume in USD ($55.2 million) since July [--] [----] I'm sure no one care since everyone is so bearish. $MTPLF # 3350" [X Link](https://x.com/anyuser/status/1966680063879115220) 2025-09-13T01:47Z [----] followers, 14.2K 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](https://x.com/anyuser/status/1967026009087373733) 2025-09-14T00:42Z [----] followers, [----] engagements "Today Metaplanet in the US OTC market finished with the highest traded volume 13.36M shares since June [--] [----] 14.309M shares. As it closed under $4 today the USD traded volume recorded $52.64 million is slightly lower than Sep [--] [----] $55.2 million USD traded volume. It finished at rank #8 by the highest USD volume in the US OTC market NOTE : It's hard to show the USD traded volume in the chart as it's minuscule compared to Japan TSE daily traded volume. $MTPLF # [----] $MTPLF is already trading $28M USD traded volume (6.3 million shares) in US OTC market this morning (rank #5) Daily traded" [X Link](https://x.com/anyuser/status/1968824287554584692) 2025-09-18T23:47Z [----] 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](https://x.com/anyuser/status/1969219266437398928) 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](https://x.com/anyuser/status/1970005425329492372) 2025-09-22T06:01Z [----] followers, 11.1K 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](https://x.com/anyuser/status/1972469933079720293) 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](https://x.com/anyuser/status/1973205525149130821) 2025-10-01T01:57Z [----] 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](https://x.com/anyuser/status/1978166697950633992) 2025-10-14T18:31Z [----] 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](https://x.com/anyuser/status/1983042874792091728) 2025-10-28T05:27Z [----] followers, 15.1K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@boyz_meta boyzMETAMetaplanet'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.
Social category influence stocks 73.11% finance 52.94% cryptocurrencies 36.97% currencies 16.81% countries 10.92% exchanges #3465 technology brands 2.52% financial services 1.68% automotive brands 0.84%
Social topic influence $mtplf #12, bitcoin #5974, daily 25.21%, fund #444, evo #709, market #2117, level 12.61%, in the 10.08%, japan 10.08%, more than 9.24%
Top accounts mentioned or mentioned by @shirtharmony @dylanleclair @gerovich @metaplanet @ytriggered16380 @actuallyclimber @outsidedabox_ @btcbullrider @shinpei3350 @dionysus_666 @mintcitycollect @750 @850 @1000 @mckhristina @teamusa @cryptochicks @hashoveride @micro2macr0 @mortensenbach
Top assets mentioned Metaplanet Inc. (MTPLF) Bitcoin (BTC) Strategy (MSTR) iShares BTC Trust (IBIT) Robinhood Markets, Inc. (HOOD) Circle Internet Group, Inc. (CRCL) CLEANSPARK INC (CLSK) Coinbase Global Inc. (COIN) Mario Coin (COIN) Asset Entities Inc. (ASST)
Top posts by engagements in the last [--] hours
"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
"Youve BEEN WARNED Lots of warning this past week between US10 Treasury Yield USD DXY index JGB 10Y Yield USDJPY relationship Gold/Silver and of course investors IGNORE them The nail in the coffin was the nomination of Kevin Warsh as the next Fed Chair by President Trump Market was offside by this nomination as Polymarket was predicting Rick Rieder (70%) as the new potential chair. By the reaction of USD DXY index yesterday it clears that Market predicts uncertainties ahead. DXY reversed higher +1.7% from breakdown Tuesday bottom to Friday close. This reversal triggered Gold and Silver"
X Link 2026-01-31T19:49Z [----] 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-$300 million range until end of year [----]. Similar range in Jan26 too. 2/ Avg daily volume/shares outstanding ratio Vol/Shares Out. ratio peak in"
X Link 2026-02-03T06:11Z [----] followers, [----] engagements
"$MSTR crucial bounce level for Strategy"
X Link 2026-02-03T18:15Z [----] followers, [----] engagements
"$IBIT BTCUSD Bitcoin LIQUIDITY . Nothing else matter. LIQUIDATION I have removed all my price indicators as all bottom targets have been breached and CONFIRMED We have multiple days excess selling since ugly rejection @ $90K 1/ $80K support zone breakdown is NOT confirmed 2/ Next bottom target $73K-$74K 1st support zone 3/ https://t.co/P8dhqh4guL LIQUIDATION I have removed all my price indicators as all bottom targets have been breached and CONFIRMED We have multiple days excess selling since ugly rejection @ $90K 1/ $80K support zone breakdown is NOT confirmed 2/ Next bottom target $73K-$74K"
X Link 2026-02-04T16:12Z [----] followers, [----] engagements
"In the long-run Japanese en should keep getting weaker against USD due to their nature of Debt/GDP 250%+ I have discussed these topics on series of posts in the past: Hence lots of investors employ en carry trade strategy to take adv. of these low borrowing cost and play the arbitrage. So long term I like Metaplanet to play for en weakness as well as leverage against Bitcoin. But in near term since USD/JPY approaches ATH and BOJ & US Gov't have to intervene I believe this will cause global reset in equity and bond market; hence more volatility and lower price action."
X Link 2026-02-05T00:03Z [----] followers, [---] engagements
"@mc_khristina Try to use Robinhood"
X Link 2026-02-05T00:52Z [----] followers, [---] engagements
"Agree. I dont like RH interface too since they're designed for more broader and general audiences instead of complex traders. Their UI rather slow too compared to Fidelity and Schwab. Mobile is better. But check out their prediction market section; if Polymarket didnt work for you. I have not tried Polymarket myself. 🙂 https://twitter.com/i/web/status/2019216740182528247 https://twitter.com/i/web/status/2019216740182528247"
X Link 2026-02-05T01:09Z [----] followers, [--] engagements
"$MSTR $10 away from my price target $100. -80% from ATH It almost wipe out all gains from early [----] . $MSTR crucial bounce level for Strategy https://t.co/Gnqhgq1azY $MSTR crucial bounce level for Strategy https://t.co/Gnqhgq1azY"
X Link 2026-02-05T18:19Z [----] followers, [----] engagements
"$IREN hits Dec'25 pivot low after-hour Crucial level to defend tomorrow is $39-$40; otherwise it will be lower"
X Link 2026-02-05T23:24Z [----] 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
"2/ US10Y yield is still above support zone. Support zone was tested successfully on Thursday capitulation/fear plunge and defended again on Friday close. There are issues that bond market still does not TRUST the equity market. https://twitter.com/i/web/status/2020217403297403264 https://twitter.com/i/web/status/2020217403297403264"
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
"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
"Capitulation Limit Up 1st time since May25 $MTPLF # 3350"
X Link 2025-09-10T06:04Z [----] followers, [----] engagements
"$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 $CRCL at https://t.co/TUkkCYUqxF If you still DO NOT believe that crypto and Bitcoin have been in downtrend market since late last year just look at all of these indicators and warnings Time"
X Link 2026-02-12T16:39Z [----] followers, [----] engagements
"$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
"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
"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
"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
"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
"5/ $TLT is still range-bound between $86-$88.5 zone and cant make up its mind. https://twitter.com/i/web/status/2020217413271486974 https://twitter.com/i/web/status/2020217413271486974"
X Link 2026-02-07T19:25Z [----] followers, [----] engagements
"PAY ATTENTION to USD Index DXY and US10Y Yield Risk Off vs. Risk On Guidance https://twitter.com/i/web/status/2018425688202912153 https://twitter.com/i/web/status/2018425688202912153"
X Link 2026-02-02T20:45Z [----] followers, [---] engagements
"$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 $CRCL at https://t.co/TUkkCYUqxF If you still DO NOT believe that crypto and Bitcoin have been in downtrend market since late last year just"
X Link 2026-02-12T16:20Z [----] followers, [---] engagements
"$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
"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
"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
"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
"REMINDER Pay attention to $DXY and US10Y Yield for risk-off / risk-on narrative I would add one more US10Y - JP10Y Yield spread. It's CRUCIAL to defend 2% yield spread NFA https://twitter.com/i/web/status/2019488496088715704 https://twitter.com/i/web/status/2019488496088715704"
X Link 2026-02-05T19:09Z [----] followers, [---] engagements
"PERFECT REBOUND This week Metaplanet had perfect price action especially on US market zone ($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
"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 $IBIT UNDERCUT Low H&S Pattern COMPLETED Exactly like predicted Were on week 22nd of avg. 50-60 weeks downtrend (when breaking down from [--] weekly MA) 1/ Peak to trough from Sep25 (50 weekly MA) -54%+ 2/ Peak to trough from Aug25 almost -60%+ 3/ Peak to trough from ATH https://t.co/Q3d9rvZwRX UNDERCUT Low H&S Pattern COMPLETED Exactly like predicted Were on"
X Link 2026-02-10T00:37Z [----] followers, [----] engagements
"$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
"🚨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 $89.2 to the upside (unconfirmed) This is really SIGNIFICANT event for long term treasury and bullish Now looking at US10Y Yield is severely breaking down Late last week it tested"
X Link 2026-02-14T02:56Z [----] followers, [---] engagements
"WATCH OUT Ive been giving warning since late last year that bond yield spread between US10Y-JP10Y keeps getting narrower and Yen currency keeps getting weaker is concerning Here it goes. Weve heard the news end of this week that Bank of Japan is going to take action to strengthen Japanese Yen and we have major reversal this past Friday This means USDJPY is going to trend down with target zone 151-152 with combination of bond yield spread between US10Y-JP10Y closes below 2% (unconfirmed breakdown) on the weekly basis. What does this mean 1/ leverage for Yen carry trade should slowly unwinding."
X Link 2026-01-25T22:52Z [----] followers, [----] engagements
"$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
"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 $IBIT BTCUSD Bitcoin downside target reached Time for consolidation & potential dead cat bounce . NFA https://t.co/JvJNqXE8WM"
X Link 2026-02-12T20:41Z [----] followers, [----] engagements
"$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
"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
"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
"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
"🚨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
"BOOKMARK THIS So many LBE companies coming out every day; so little capital Confuse which one to invest Below is high level guidance on how to choose and consider which Bitcoin treasury company to invest for long term investor 👇 $BTC #BitcoinTreasury $SWC $TSWCF $HOGPF H100 $LQWDF [----] $MTPLF $NAKA $SQNS $SMLR $CINGF $CEP $CCCM ALTBG $BCHXF [------] [----] CASH3 Everyday there are more and more Bitcoin treasury companies popping up. There are only so much of retail and institutional capital floating around to rotate between each of these companies Make sure to do due diligence Understand each of"
X Link 2025-07-10T20:04Z [----] followers, [----] engagements
"This time is different We have very unique divergence between USDJPY and US10Y - JP10Y bond yield spread Generally USDJPY trend is following bond yield spread but since Apr25 last year its quite obvious the divergence is getting wider. Japanese en this year is less than 3% away from ATH en weakness in respect to USD index. This year USD has strengthen almost 1% against Yen currency. Last week US10Y-JP10Y bond yield spread was trying to breakdown below 2% but it was able to close above 2% by last Friday This week again the yield spread breaks down to 1.95% and getting narrower. Last time the"
X Link 2026-01-21T02:29Z [----] followers, [----] engagements
"In this sport week #CCARMY family is celebrating #AllWomenAreBeautiful and supporting @TeamUSA winter olympic. Let's go USA. @Crypto__Chicks #CCWinter"
X Link 2022-02-14T01:41Z [----] followers, [--] engagements
"1/. This week $eth performed much worse than $btc. why Let's take a look . 🧵👇"
X Link 2022-05-28T15:29Z [----] followers, [--] engagements
"$CLSK [--] hour chart Today CleanSpark is completing the wedge pattern to the downside right above volume shelf (b) If it broke below this wedge pattern then it is potentially targeting support (5) around $13.90 - $14 level. Breaking below support (5) then it should target peak volume at $12.80 - $13.00 = 50% retracement between Jan'24 low to Feb'24 high In order to breakout from this downtrend pattern it has to get above peak volume (a) and [--] hour candle close above today's topping tail $18.80 If you were long on this Bitcoin Miner you want to monitor if it's able to defend peak volume (b) and"
X Link 2024-02-20T16:40Z [----] followers, 29.6K engagements
"If you were $BITF Bitfarms shareholder or owned any Bitcoin miner stocks this is ONE of the most important interview that you may want to listen. There are so many alphas that will get you FOMO and wanting to buy more miner position now 😀 Ben Gagnon @hashoveride (Chief Mining Officer of Bitfarms) has clearly explained a lot of details about Bitfarms operation their growth and projection for this year and why Bitfarms is one of the best miners out there. Several key highlights that I noted: [--]. Bitfarms does not use FASB accounting rule due to Canada domicile. [--]. Bitfarms is using synthetic"
X Link 2024-03-13T15:39Z [----] followers, 15.6K engagements
"$CLSK 4H Chart CleanSpark bottoming process After yesterday topping tail with ugly rejection It did bottom candle this morning around $15.43. The thing that I don't like with this bottom tail candle it was happening during pre-market with no volume. Good news are: [--]. The next open candle created higher low price action and did not violate this bottom tail. [--]. RSI still on positive divergence [--]. MACD keeps showing positive sign with blue line about to cross orange line which is bullish. [--]. Today is the first up volume day (albeit weak volume only 1.2x avg 200MA volume 1.35M+) after 3"
X Link 2024-04-05T16:43Z [----] followers, 18.2K engagements
"Metaplanet Short Interest quick math calculation: Free Float Shares = 466.61M Shares borrowed = 117.91M (25% short interest) Under normal circumstance 3350.T 30D avg daily volume = 40M Short Interest day-to-cover = 117.91M / 40M = 3-4 days Due to Japanese up limit trading rule 3350.T has been on trading halt since May 20th 5/20 daily volume = 16.7M 5/21 daily volume (recorded in TradingView) = 2.6M Yesterday 3350.T was not trading at the market open as Japan Exchange could not match bid/ask spread on the pre-market hour due to 20% jump from 5/20 closing price Assuming if Hedge Fund had"
X Link 2025-05-21T14:24Z [----] followers, 40.1K engagements
"At today's daily close $MTPLF Market Cap is about $9.1B USD. In order for 3350.T to open for trading it has to gap up to about 2201-2205 YEN depending on USD/JPY exchange rate [---] Apparently during pre-market 3350.T again did not pass the auction process and there were no seller at this price; eventually it settled at [----] YEN This is the 3rd day in a row that 3350.T has been halted and assuming if the short interest still at 25% according to Apr'25 data then Hedge Fund still has to cover their shares borrowed 117.91M How could this trading halt condition potentially be resolved 1."
X Link 2025-05-22T01:27Z [----] followers, 377.3K engagements
"Another RECORD daily volume for Metaplanet 31.32M EVER Today $MTPLF is down more than 40% and US closing price is $9.10 or [----] YEN using USD/JPY [---] currency rate With below rule (per haaaaachan) tonight JSE market theoretically should not halt 3350.T trading activity. - Yesterday JSE pre-market auction settled at 1083YEN. - With today's closing price [----] YEN it should satisfy their 20% limit-up trading rule. - In the case If the pre-market auction failed again then they will push upper limit to [----] YEN which should satisfy today's closing price. For these past [--] weeks [--] avg. daily volume"
X Link 2025-05-22T20:33Z [----] followers, 31.6K engagements
"IMO this is the most important data that is shared by @dylanleclair that this community should understand for $MTPLF If youre worried about Metaplanet : ✅liquidation ✅$BTC correction or drawdown ✅asset liabilities"
X Link 2025-05-24T17:48Z [----] followers, [----] engagements
"I see new members and more people asking if $MTPLF or 3350.T higher mNAV is justified or overvalued especially compared to $MSTR Here are the metrics comparison between MSTR and 3350.T / MTPLF as reference. Key metrics different between MSTR and 3350.T are in bold font. Even though 3350.T has higher mNAV ( both mNAV (Basic) and mNAV (Diluted) ): 13350.T has very conservative mgmt and lower debt leverage 2higher BTC rating means BTC price can drop a lot lower before liquidation concern compared to MSTR 3BTC Yield or "Rate of Change" of BTC/Shares grows much more faster. 10x times of MSTR"
X Link 2025-05-31T18:23Z [----] followers, [----] engagements
"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 (or 20581M JPY traded value) June [--] Daily Volume : [----] million (or 128615M JPY traded value) Short Shares/Daily Volume : 16% Potential Short Shares : 49M-13.33M = [-----] million If same percent ratio short shares daily is executed potential days to finish shorting : [-----] / (16% x 71M avg volume) = [--] - [--] days Assuming if daily volume slightly lower than 71M shares or EVO Fund executed short shares lower than 10% daily"
X Link 2025-06-11T14:25Z [----] followers, 66.8K 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
"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
"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, 12K 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
"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
"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
"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
"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
"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
"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 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
"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
"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
"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 $180K we would"
X Link 2025-09-15T18:48Z [----] followers, [----] engagements
"Hi @gerovich @dylanleclair First of all congrats on the success of completing int'l offering and be able to raise substantial amount for acquiring Bitcoin. Even @saylor has mentioned today that he believes Metaplanet will become the most valuable company in Japan and he gets up everyday to make sure that Metaplanet will not outrun Strategy. This is a huge accomplishment and complement In the Q&A disclosure that you have released last night you have explained in details about the purpose of doing this overseas offering even during the negative downtrend sentiment nowadays. I have addt"
X Link 2025-09-18T01:39Z [----] followers, 383.8K engagements
"Simon really appreciate your transparency detail and thorough response. I believe in your leadership and @metaplanet management for future growth. I have no doubt that you will be the biggest company in Japan in the future. I have been investing in Metaplanet in the early price and will be here for the long haul. If I could made a suggestion while we are all waiting for preferred shares instrument to be executed please also explore all options to defend low mNAV as well as short-term plan to surprise short sellers in the near-term. [---] Cheers"
X Link 2025-09-18T13:46Z [----] followers, [----] engagements
"$MTPLF is already trading $28M USD traded volume (6.3 million shares) in US OTC market this morning (rank #5) Daily traded volume is already surpassing the last [--] trading days and we're just getting started $MTPLF # 3350"
X Link 2025-09-18T15:06Z [----] followers, 10.5K 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
"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 $MTPLF # 3350"
X Link 2025-10-15T00:09Z [----] followers, [----] engagements
"$BTC Imagine if you could just rewind the time machine and listened to @fundstrat Tom Lee's advice back in [----]. Your life would be at much better place by now; instead of listening to Peter Schiff 🤣 In [----] a CNBC host said it's crazy to Tom Lee's advice to invest 1-2% of assets in #Bitcoin for $5000 🤣 https://t.co/7vQfjgbkGY In [----] a CNBC host said it's crazy to Tom Lee's advice to invest 1-2% of assets in #Bitcoin for $5000 🤣 https://t.co/7vQfjgbkGY"
X Link 2024-04-06T18:27Z [----] followers, 33.4K engagements
"FOR THOSE WHO ARE NEW TO #BITCOIN MINERS If you just invested in miners this year chances are your portfolio would be down double digit unless - if you put more allocation in #CLSK #CORZ #IREN - or if you kept DCA'ing during the bottom in Jan'24 'till May'24 So far it would have been better if you invested in #BTC underlying asset or #MSTR instead of miners YTD. The reason is Bitcoin price has been consolidating since Mar until May'24 between $60K - $73K. So many new investors are expecting that miners will outperform Bitcoin as soon as Bitcoin price increases without understanding that all"
X Link 2024-05-24T11:55Z [----] followers, 14.5K engagements
"THERE IT GOES Metaplanet $MTPLF has officially becoming "MicroStrategy of Japan" in the early days of Bitcoin adoption and monetary debasement. Volatility has spiked from [---] - [---] this week due to short seller narrative scenario. Last night 3350.T has corrected almost 25% with highest volume EVER 158.83M since last year. This indicates capitulation level (3.5x multiple of 30days avg. volume) where people took profit after 285% run-up this week and potentially short sellers have covered majority of their shares borrowed 117.91M** ** We will know the latest short interest% and shares borrowed"
X Link 2025-05-23T15:28Z [----] followers, 32.8K engagements
"With the issuance of $50M ordinary bond at 0% coupon yesterday $MTPLF 3350.T metrics have changed: ✅Outstanding debt/liabilities : $12.28M - $62.15M (+406%) ✅Outstanding shares : 593.21M - 600.71M (+1.26%) ✅Leverage Ratio : 1.4% - 7.4% (+428.6%) ✅Asset Debt (BTC liquidation point) : $2000 - $7900 (+295%) Assuming if they bought $BTC Bitcoin at current price $107500 Metaplanet will acquire new [---] BTC. ✅Total BTC held : [----] - [----] BTC (+6.2%) ✅BTC/Shares (Diluted) per [----] shares : [-------] - [-------] (+1.07%) ✅BTC Yield YTD : 189.17% - 191.6% (+1.28%) ✅Months-to-mNAV Covered : [----] - 6.71"
X Link 2025-05-28T18:12Z [----] followers, 12.7K engagements
"Pay attention to Metaplanet daily volume The calm before the spike 🚀 Only a few understand this. [----] vs. MTPLF Daily Volume (USD) $MTPLF # 3350"
X Link 2025-06-11T19:05Z [----] followers, 17.8K 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
"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
"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
"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
"No words can describe this . 👀 $MTPLF # 3350"
X Link 2025-06-20T14:47Z [----] followers, [----] 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
"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
"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
"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
"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
"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
"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
"Metaplanet HODLer [----] 40😊 4MTPLFMetaplanet Metaplanet EGM"
X Link 2025-08-31T16:10Z [----] followers, [----] engagements
"193060 [--------] $MTPLF # [----] [------] https://t.co/wAtsBOdBvV [------] https://t.co/wAtsBOdBvV"
X Link 2025-09-01T03:39Z [----] followers, [----] engagements
"2025919FTSE [---] [--] 🚀 $MTPLF # [----] 1/10155TSE 1/10155TSE"
X Link 2025-09-07T14:36Z [----] followers, [----] 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
"Today Metaplanet in US OTC market was the highest trading volume in USD ($55.2 million) since July [--] [----] I'm sure no one care since everyone is so bearish. $MTPLF # 3350"
X Link 2025-09-13T01:47Z [----] followers, 14.2K 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
"Today Metaplanet in the US OTC market finished with the highest traded volume 13.36M shares since June [--] [----] 14.309M shares. As it closed under $4 today the USD traded volume recorded $52.64 million is slightly lower than Sep [--] [----] $55.2 million USD traded volume. It finished at rank #8 by the highest USD volume in the US OTC market NOTE : It's hard to show the USD traded volume in the chart as it's minuscule compared to Japan TSE daily traded volume. $MTPLF # [----] $MTPLF is already trading $28M USD traded volume (6.3 million shares) in US OTC market this morning (rank #5) Daily traded"
X Link 2025-09-18T23:47Z [----] 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
"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
"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
"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
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::boyz_meta