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![eragon_160 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1403569349516873729.png) TraderEragon 🐍 [@eragon_160](/creator/twitter/eragon_160) on x XXX followers
Created: 2025-07-11 08:45:29 UTC

$MTPLF FREE MONEY?

As of today:
$MSTR stack = XXXXXXX BTC
$MSTR MNAV 1.84x
$MSTR MCap = 119B

$MTPLF 3350 stack = XXXXXX BTC
$MTPLF MNAV 3.94x
$MTPLF MCap = 7B

With current pace of acquisitions and financing plans in place, there is almost no way Metaplanet does not hit XX% of Strategy's stack by year end. That's ~60,000 BTC implied assuming no growth from the former. 

If they were valued in the same way $MTPLF should warrant XX% of strategy's market cap = 12B. That's +70% from here. But it won't just be valued at the same MNAV as a much bigger and mature co. That's just not how future pricing works. 

Metaplanet MNAV will easily be 2x more given its higher BTC yield and aggressive lean nature - small + new size. That implies a >100% upside AS IS. 

This is an unbelievably high probability setup. It really is


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943592467540091385/c:line.svg)

**Related Topics**
[mstr mstr](/topic/mstr-mstr)
[free money](/topic/free-money)
[mtplf](/topic/mtplf)
[mcap](/topic/mcap)
[stack](/topic/stack)
[$mstr](/topic/$mstr)
[money](/topic/money)
[$mtplf](/topic/$mtplf)

[Post Link](https://x.com/eragon_160/status/1943592467540091385)