[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.] [@AnonLaserEyes](/creator/twitter/AnonLaserEyes) "Some takeaways: The US subsidiary is mainly to access US based bitcoin exchanges to buy bitcoin. Theyve drained the Japanese exchanges and are finding it difficult to buy spot bitcoin. The Zurich trip is likely to get institutional investors into the equity. Possibly fixed income equity but most likely just regular equity. The $5B market cap unlocked a lot of institutional capital. We should see a much larger institutional inflow into the stock now that its a $7B market cap. Preferred fixed income stock is coming"  [@AnonLaserEyes](/creator/x/AnonLaserEyes) on [X](/post/tweet/1947304745040781679) 2025-07-21 14:36:45 UTC XXX followers, 1323 engagements "Is Metaplanet getting ready for converible bonds issuance to customers who are directionally long on bitcoin (No Delta Hedging) Entities such as Syz Capital Possibly a bitcoin denominated convertible bond"  [@AnonLaserEyes](/creator/x/AnonLaserEyes) on [X](/post/tweet/1944499936768213090) 2025-07-13 20:51:26 UTC XXX followers, 7409 engagements "I might be cynical at this point but while the preferred narrative is nice it's yet to be a proven strategy. Strategy has three preferred stocks and TO DATE has only managed to ATM $0.787B while they hit the common stock for $24.96B since October 2024. Strategy holds 607K BTC and single digit percent worth is from preferred stock ATM. Again preferred stock at 100K+ BTC is a nice narrative but it has yet to move the needle for BTCTCs"  [@AnonLaserEyes](/creator/x/AnonLaserEyes) on [X](/post/tweet/1947364314412699697) 2025-07-21 18:33:27 UTC XXX followers, XXX engagements "@btc_overflow So here's the real question. Are we at a point where we're just waiting for frenzy to hit $SWC and $MTPLF and for all BTCTCs to up or is $XXI $BSTR $NAKA and $ASST going to suck all of the air out of the room come Q4"  [@AnonLaserEyes](/creator/x/AnonLaserEyes) on [X](/post/tweet/1947327342591828236) 2025-07-21 16:06:32 UTC XXX followers, XXX engagements "@HermesLux Your BTC Growth multiple of XXXXX doesn't take into account share dilution does it Grok recommends something like 9.5x instead"  [@AnonLaserEyes](/creator/x/AnonLaserEyes) on [X](/post/tweet/1946933270358188253) 2025-07-20 14:00:38 UTC XXX followers, XXX engagements "Not going to lie I'm kinda baffled at the reason why they extinguished the other $210M bond from two weeks ago just to re-issue a new one for $208M. It's almost as if they saw the stock price dipped and since Evo couldn't sell MSW into the market Metaplanet just rolled up their sleeves as basically said "fine I'll do it myself and juice the stock price to above 1649 yen." 👀"  [@AnonLaserEyes](/creator/x/AnonLaserEyes) on [X](/post/tweet/1939514703568404590) 2025-06-30 02:41:54 UTC XXX followers, 1084 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.]
@AnonLaserEyes
"Some takeaways: The US subsidiary is mainly to access US based bitcoin exchanges to buy bitcoin. Theyve drained the Japanese exchanges and are finding it difficult to buy spot bitcoin. The Zurich trip is likely to get institutional investors into the equity. Possibly fixed income equity but most likely just regular equity. The $5B market cap unlocked a lot of institutional capital. We should see a much larger institutional inflow into the stock now that its a $7B market cap. Preferred fixed income stock is coming"
@AnonLaserEyes on X 2025-07-21 14:36:45 UTC XXX followers, 1323 engagements
"Is Metaplanet getting ready for converible bonds issuance to customers who are directionally long on bitcoin (No Delta Hedging) Entities such as Syz Capital Possibly a bitcoin denominated convertible bond" @AnonLaserEyes on X 2025-07-13 20:51:26 UTC XXX followers, 7409 engagements
"I might be cynical at this point but while the preferred narrative is nice it's yet to be a proven strategy. Strategy has three preferred stocks and TO DATE has only managed to ATM $0.787B while they hit the common stock for $24.96B since October 2024. Strategy holds 607K BTC and single digit percent worth is from preferred stock ATM. Again preferred stock at 100K+ BTC is a nice narrative but it has yet to move the needle for BTCTCs" @AnonLaserEyes on X 2025-07-21 18:33:27 UTC XXX followers, XXX engagements
"@btc_overflow So here's the real question. Are we at a point where we're just waiting for frenzy to hit $SWC and $MTPLF and for all BTCTCs to up or is $XXI $BSTR $NAKA and $ASST going to suck all of the air out of the room come Q4" @AnonLaserEyes on X 2025-07-21 16:06:32 UTC XXX followers, XXX engagements
"@HermesLux Your BTC Growth multiple of XXXXX doesn't take into account share dilution does it Grok recommends something like 9.5x instead" @AnonLaserEyes on X 2025-07-20 14:00:38 UTC XXX followers, XXX engagements
"Not going to lie I'm kinda baffled at the reason why they extinguished the other $210M bond from two weeks ago just to re-issue a new one for $208M. It's almost as if they saw the stock price dipped and since Evo couldn't sell MSW into the market Metaplanet just rolled up their sleeves as basically said "fine I'll do it myself and juice the stock price to above 1649 yen." 👀" @AnonLaserEyes on X 2025-06-30 02:41:54 UTC XXX followers, 1084 engagements