[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@UncleDividends](/creator/twitter/UncleDividends) "Why Metaplanet is now significantly undervalued. If share price stays the same: If BTC price rises to $130k Metaplanet mNAV will be XXX If BTC price rises to $150k Metaplanet mNAV will be XXX When Metaplanet issues preferred shares to stack more Bitcoin this will further increase the value preposition. On the bitcoin layer BTC holdings increase BTC per share increase. Often people like to say zoom out. But I'd like to say zoom IN. Look at the underlying bitcoin holdings and how it will increase over time with the plans in the pipeline. (These are not priced in) Buy low Sell High. Easier said" [X Link](https://x.com/UncleDividends/status/1978694914033733873) [@UncleDividends](/creator/x/UncleDividends) 2025-10-16T05:30Z XXX followers, 8882 engagements "@gerovich The most crucial factor in the whole equation is actually time. The ARR is an annual return rate and over years. This is a long term arbitrage and will follow the price trend of Bitcoin. HODL applies" [X Link](https://x.com/UncleDividends/status/1979040868565725527) [@UncleDividends](/creator/x/UncleDividends) 2025-10-17T04:24Z XXX followers, 9304 engagements "Thanks Dylan. In a bear market we defend. The current balance sheet position can withstand anything thrown at Metaplanet and wouldnt need to sell any BTC. But if we expect a bull market and a rally up we will need to make sure we have appropriate leverage. Easier said than done. Keep up the great work ๐งก" [X Link](https://x.com/UncleDividends/status/1979423740409885047) [@UncleDividends](/creator/x/UncleDividends) 2025-10-18T05:46Z XXX followers, XXX engagements "@drix_666 @Metaplanet_JP I believe in BTC going up in the long term Therefore if BTC price falls to 70-80k (pulls back will happen) it will recover eventually. Hence why HODL always wins in Bitcoin. I do not have the technical skills to be a trader. I have the patience to be an investor" [X Link](https://x.com/UncleDividends/status/1978696024324538796) [@UncleDividends](/creator/x/UncleDividends) 2025-10-16T05:34Z XXX followers, 1441 engagements "Metaplanet Phase II: From Bitcoin Accumulation to Bitcoin Platform Metaplanets latest video episode marks the start of Phase II an evolution from simply holding Bitcoin to building around it. Heres whats unfolding ๐ X Strategic Shift Phase I was about accumulation. The company has already surpassed 30000 BTC achieving its 2025 target early. Now Phase II focuses on monetization and ecosystem building. X The XXX Million Plan Metaplanet aims to reach 100000 BTC by 2026 and 210000 BTC by 2027. Its a bold capital plan designed to scale exposure without reckless dilution. X Capital Innovation:" [X Link](https://x.com/Reventontm/status/1978740869303071046) [@Reventontm](/creator/x/Reventontm) 2025-10-16T08:32Z XXX followers, XXX engagements "Metaplanet Phase II: From Bitcoin Accumulation to Bitcoin Platform Metaplanets latest video episode marks the start of Phase II an evolution from simply holding Bitcoin to building around it. Heres whats unfolding ๐ X Strategic Shift Phase I was about accumulation. The company has already surpassed 30000 BTC achieving its 2025 target early. Now Phase II focuses on monetization and ecosystem building. X The XXX Million Plan Metaplanet aims to reach 100000 BTC by end of 2026 and 210000 BTC by end of 2027. Its a bold capital plan designed to scale exposure without reckless dilution. X Capital" [X Link](https://x.com/UncleDividends/status/1978745415270068669) [@UncleDividends](/creator/x/UncleDividends) 2025-10-16T08:50Z XXX followers, 54.3K engagements "@fundstrat Hi Tom thanks for the update ๐งก You should check out Metaplanet. It's a very promising company" [X Link](https://x.com/UncleDividends/status/1979190756293447889) [@UncleDividends](/creator/x/UncleDividends) 2025-10-17T14:20Z XXX followers, XXX engagements "@ZynxBTC thanks for sharing Zynx. I think from this passage we can imply that you have XXX% conviction and that is what carried you through the tough times in Bitcoin. Happy for you" [X Link](https://x.com/UncleDividends/status/1979460023177875862) [@UncleDividends](/creator/x/UncleDividends) 2025-10-18T08:10Z XXX followers, XXX engagements "@gerovich Hey Simon I want to clarify with you about the calculations stated below: Value of Bitcoin = (1 + Bitcoin annual growth) Preferred obligation = (1 + Dividend rate) Equivalent mNAV = (1 + Bitcoin annual growth) (1 + Dividend rate) If Bitcoin compounds at XX% a year and the preferred dividend is X% then (1.30) (1.06) = XXX times. ------------------------------- Based on the result of XXX times the preferred obligation should have been : Preferred obligation = (1 + Dividend rate x 10) Did you mean to say that the Dividends are calculated based on the fiat par value which is a fixed" [X Link](https://x.com/UncleDividends/status/1979589008796889348) [@UncleDividends](/creator/x/UncleDividends) 2025-10-18T16:42Z XXX followers, 8143 engagements "The plan is clear. Step X : Achieve Target BTC holdings to issue preferred shares and lever up the stack Step 2: Reduce outstanding debt and optimize capital structure Step 3: Build reserves eligible to pay dividends to future preferred share holders Step 4: Issue preferred shares with X to X over collateralization with substantial reserves to cover dividend (Dividend Cover Ratio) Step 5: Generate income through derivates desk and maintain or increase dividend cover ratio Step 6: Achieve Optimized Capital Structured Leveraged Bitcoin Treasury $mtplf #" [X Link](https://x.com/UncleDividends/status/1976300181000945910) [@UncleDividends](/creator/x/UncleDividends) 2025-10-09T14:54Z XXX followers, 5626 engagements "@gerovich We are fearless We are strong We are Metaplanet" [X Link](https://x.com/UncleDividends/status/1978674082125066612) [@UncleDividends](/creator/x/UncleDividends) 2025-10-16T04:07Z XXX followers, 2287 engagements "๐ Does Metaplanet the requirements of listing preferred shares on the TSE Let's check the Japan Exchange Group (JPX) criteria. Metaplanet (TSE: 3350 OTC: $MTPLF) holding 30823 BTC got shareholder approval on Sept X 2025 for 555B ($3.8B) in preferred shares to fund more bitcoin acquisitions. These Class A (senior non-convertible) and Class B (convertible) shares offer a max of X% yields dwarfing JGBs (1.63%). But do they meet TSE Prime listing rules Here's the breakdown: X Issuer Status: Must have listed common stock. โ X Profitability: Sufficient profits for dividends. โ FY 2024 Consolidated" [X Link](https://x.com/UncleDividends/status/1979810970257248287) [@UncleDividends](/creator/x/UncleDividends) 2025-10-19T07:24Z XXX followers, 11.2K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@UncleDividends
"Why Metaplanet is now significantly undervalued. If share price stays the same: If BTC price rises to $130k Metaplanet mNAV will be XXX If BTC price rises to $150k Metaplanet mNAV will be XXX When Metaplanet issues preferred shares to stack more Bitcoin this will further increase the value preposition. On the bitcoin layer BTC holdings increase BTC per share increase. Often people like to say zoom out. But I'd like to say zoom IN. Look at the underlying bitcoin holdings and how it will increase over time with the plans in the pipeline. (These are not priced in) Buy low Sell High. Easier said"
X Link @UncleDividends 2025-10-16T05:30Z XXX followers, 8882 engagements
"@gerovich The most crucial factor in the whole equation is actually time. The ARR is an annual return rate and over years. This is a long term arbitrage and will follow the price trend of Bitcoin. HODL applies"
X Link @UncleDividends 2025-10-17T04:24Z XXX followers, 9304 engagements
"Thanks Dylan. In a bear market we defend. The current balance sheet position can withstand anything thrown at Metaplanet and wouldnt need to sell any BTC. But if we expect a bull market and a rally up we will need to make sure we have appropriate leverage. Easier said than done. Keep up the great work ๐งก"
X Link @UncleDividends 2025-10-18T05:46Z XXX followers, XXX engagements
"@drix_666 @Metaplanet_JP I believe in BTC going up in the long term Therefore if BTC price falls to 70-80k (pulls back will happen) it will recover eventually. Hence why HODL always wins in Bitcoin. I do not have the technical skills to be a trader. I have the patience to be an investor"
X Link @UncleDividends 2025-10-16T05:34Z XXX followers, 1441 engagements
"Metaplanet Phase II: From Bitcoin Accumulation to Bitcoin Platform Metaplanets latest video episode marks the start of Phase II an evolution from simply holding Bitcoin to building around it. Heres whats unfolding ๐ X Strategic Shift Phase I was about accumulation. The company has already surpassed 30000 BTC achieving its 2025 target early. Now Phase II focuses on monetization and ecosystem building. X The XXX Million Plan Metaplanet aims to reach 100000 BTC by 2026 and 210000 BTC by 2027. Its a bold capital plan designed to scale exposure without reckless dilution. X Capital Innovation:"
X Link @Reventontm 2025-10-16T08:32Z XXX followers, XXX engagements
"Metaplanet Phase II: From Bitcoin Accumulation to Bitcoin Platform Metaplanets latest video episode marks the start of Phase II an evolution from simply holding Bitcoin to building around it. Heres whats unfolding ๐ X Strategic Shift Phase I was about accumulation. The company has already surpassed 30000 BTC achieving its 2025 target early. Now Phase II focuses on monetization and ecosystem building. X The XXX Million Plan Metaplanet aims to reach 100000 BTC by end of 2026 and 210000 BTC by end of 2027. Its a bold capital plan designed to scale exposure without reckless dilution. X Capital"
X Link @UncleDividends 2025-10-16T08:50Z XXX followers, 54.3K engagements
"@fundstrat Hi Tom thanks for the update ๐งก You should check out Metaplanet. It's a very promising company"
X Link @UncleDividends 2025-10-17T14:20Z XXX followers, XXX engagements
"@ZynxBTC thanks for sharing Zynx. I think from this passage we can imply that you have XXX% conviction and that is what carried you through the tough times in Bitcoin. Happy for you"
X Link @UncleDividends 2025-10-18T08:10Z XXX followers, XXX engagements
"@gerovich Hey Simon I want to clarify with you about the calculations stated below: Value of Bitcoin = (1 + Bitcoin annual growth) Preferred obligation = (1 + Dividend rate) Equivalent mNAV = (1 + Bitcoin annual growth) (1 + Dividend rate) If Bitcoin compounds at XX% a year and the preferred dividend is X% then (1.30) (1.06) = XXX times. ------------------------------- Based on the result of XXX times the preferred obligation should have been : Preferred obligation = (1 + Dividend rate x 10) Did you mean to say that the Dividends are calculated based on the fiat par value which is a fixed"
X Link @UncleDividends 2025-10-18T16:42Z XXX followers, 8143 engagements
"The plan is clear. Step X : Achieve Target BTC holdings to issue preferred shares and lever up the stack Step 2: Reduce outstanding debt and optimize capital structure Step 3: Build reserves eligible to pay dividends to future preferred share holders Step 4: Issue preferred shares with X to X over collateralization with substantial reserves to cover dividend (Dividend Cover Ratio) Step 5: Generate income through derivates desk and maintain or increase dividend cover ratio Step 6: Achieve Optimized Capital Structured Leveraged Bitcoin Treasury $mtplf #"
X Link @UncleDividends 2025-10-09T14:54Z XXX followers, 5626 engagements
"@gerovich We are fearless We are strong We are Metaplanet"
X Link @UncleDividends 2025-10-16T04:07Z XXX followers, 2287 engagements
"๐ Does Metaplanet the requirements of listing preferred shares on the TSE Let's check the Japan Exchange Group (JPX) criteria. Metaplanet (TSE: 3350 OTC: $MTPLF) holding 30823 BTC got shareholder approval on Sept X 2025 for 555B ($3.8B) in preferred shares to fund more bitcoin acquisitions. These Class A (senior non-convertible) and Class B (convertible) shares offer a max of X% yields dwarfing JGBs (1.63%). But do they meet TSE Prime listing rules Here's the breakdown: X Issuer Status: Must have listed common stock. โ
X Profitability: Sufficient profits for dividends. โ
FY 2024 Consolidated"
X Link @UncleDividends 2025-10-19T07:24Z XXX followers, 11.2K engagements
/creator/twitter::1490685692715798529/posts