[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.]  Compliant Degen [@CompliantDegen](/creator/twitter/CompliantDegen) on x 2196 followers Created: 2025-07-28 05:25:45 UTC X. XXX Plan Status Update If you haven't guessed by now, my favorite part about this week's disclosures was the update regarding Evo Fund's exercise of stock acquisition rights through the MSWs. After this most recent announcement, Metaplanet has completed XXXXX% of the XXX Plan, and Evo Fund has used up XXXXX% of its Series XX MSWs. Given the recent price action, with Metaplanet generally trading in a downtrend and remaining below the exercise prices over the last couple of weeks, it sort of looked like we might not have been able to raise any additional cash last week. As such, the exercise of 5.4m shares on July XX is a welcome surprise. Some of us speculated about windows of opportunity that Evo Fund could have been selling shares, in theory, such on July 23, when we were technically below the current exercise price at the time but could reasonably estimate the new lower exercise price of 1238 for July XX. However, it was hard to count on any new exercises this week, even for me, so it's very exciting to see some progress here. Also, since the stock hardly traded above 1238 at all on the July XX trading day, I believe this disclosure comes as the most clear confirmation to date that Evo Fund is able to sell shares into the market and delay exercising to buy those shares back until after the price adjustment, if they expect the price to adjust lower as it did on July XX.  XXXXX engagements  **Related Topics** [acquisition](/topic/acquisition) [evo](/topic/evo) [$mtplf](/topic/$mtplf) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [Post Link](https://x.com/CompliantDegen/status/1949702798259409172)
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Compliant Degen @CompliantDegen on x 2196 followers
Created: 2025-07-28 05:25:45 UTC
X. XXX Plan Status Update
If you haven't guessed by now, my favorite part about this week's disclosures was the update regarding Evo Fund's exercise of stock acquisition rights through the MSWs. After this most recent announcement, Metaplanet has completed XXXXX% of the XXX Plan, and Evo Fund has used up XXXXX% of its Series XX MSWs.
Given the recent price action, with Metaplanet generally trading in a downtrend and remaining below the exercise prices over the last couple of weeks, it sort of looked like we might not have been able to raise any additional cash last week. As such, the exercise of 5.4m shares on July XX is a welcome surprise.
Some of us speculated about windows of opportunity that Evo Fund could have been selling shares, in theory, such on July 23, when we were technically below the current exercise price at the time but could reasonably estimate the new lower exercise price of 1238 for July XX. However, it was hard to count on any new exercises this week, even for me, so it's very exciting to see some progress here.
Also, since the stock hardly traded above 1238 at all on the July XX trading day, I believe this disclosure comes as the most clear confirmation to date that Evo Fund is able to sell shares into the market and delay exercising to buy those shares back until after the price adjustment, if they expect the price to adjust lower as it did on July XX.
XXXXX engagements
Related Topics acquisition evo $mtplf stocks bitcoin treasuries