🎯 People don't get why a bitcoin engine in both US and Japan is the optimal strategy. Simon figured it out a yr ago. This X poster figured it out. Others will too at various higher prices. $MTPLF $MPJPY $3550 has a hell of a lead & hell of a moat.

Markets move by *positioning*, news doesn't matter. The big boys are positioned ahead of news & the so-called market reaction goes that direction. But when retail is 75% positioned for a bullish bitcoin move, yep, it temporarily tanks to shake them out & take their money.

Yep, $MSTR & $COIN suck. 10 days a year they run, 200 days they fade likes bitches. Whenever you hate these 2 stocks, buy... whenever you're loving them, sell

$COIN algo f*ck off

$MPJPY Huge bitbond offering looming, straight to bitcoin with no common dilution (probably equates to btc/sh at mnav equivalent of 10-15, if priced at 4-5%). Low cost of capital & deep demand is rocket fuel. Esp after earnings report which will show massive paper gains in Q3

In case you haven't noticed... It's all an act. It's all fake and gay. The world is a stage. Act accordingly.

Bounce here or $MSTR & $COIN are uninvestible haha

Just before $COIN rips here in 10 minutes, I'd like to say this is the biggest POS stock in the market. Bitch fades every damn day

Superplanet has a date! Super League filed its definitive proxy today The vote on the Metaplanet transaction is set for 16 October 2026, 10:00 a.m. Pacific, held virtually Great news! Great team! @gerovich @DylanLeClair

As someone who is completely anti-partisan, and makes fun of every President when they deserve it, the level of absolute horseshit that comes out of this Administration is mind-boggling. It's quite impressive.

First they amassed enough cash to reach net 0 debt, a great move. Now they can hit conversion price for $800m of 2030 debt. That tastes off the hedges, and also Poof, $800m of cash reserves right into 10k more bitcoin Late bears are offsides here

MSTR just BLEW past $150. The conversion price for the $800 million 2030 convert is $149.77. 👀

Mindboggling that btc per share has increased nicely the entire bear mkt... now watch when Superplanet US prefds launch a high growth phase & mnav expands. Just a basic return to normal mnav is a 2x before anything else happens, inc a bitcoin move

Theoretically, if $SUPA senior preferred is launched aa a 14% daily dividend and $MPJPY exercises the junior preferred at 8% for $280M, the blended rate is 6%. Bitbonds launching in Japan at 4.3% and $Mars and $Mercury at around 4.9%, reduces the blended rate under 6%. Cheaper cost of capital along with income generation is a big advantage. Looking forward to see how it unfolds.

And rug it did!

What investors must know about $MPJPY $MYPLF $3350. Metaplanet mgmt is building a *jaugernaut*. 50% of 🇯🇵 household wealth is in low yield accts & govt debasement will effectively force them into Metaplanet products. And Superplanet in US will offer ~14% prfds to top SATA 🚀

Five numbers. One year. 1,762 → 43,000 $BTC. +20x $BTC yield: +568%. Capital raised: ¥5.17 trillion. Shareholders: 47k → 216k. BTC income: ¥690M → ¥8.46B. Japan’s Bitcoin company didn’t just accumulate. It built a treasury, a capital machine, and a real revenue engine. Now at 43,000 BTC. World’s 3rd-largest corporate holder. HK unit live. US Superplanet next. $MTPLF / 3350. This is the Asia Strategy. Still early. 🟠 #Bitcoin #Metaplanet #BTCTreasury

The move by Capital Research (Capital Group) from 11.09% to 9.76% in Metaplanet is primarily a Japanese regulatory and administrative decision, with tax-loss harvesting as a possible secondary benefit. Under 10% ownership — main advantages In Japan the 10% line is a hard cutoff for several rules that apply to institutional holders: • Special (simplified) large-shareholding reporting. Financial institutions that stay at or below 10% can use the “special reporting rule.” They only need to check and file on two pre-registered dates per month instead of filing a change report within five business days every time the stake moves by 1%. Crossing 10% (or having the purpose of crossing 10%) disqualifies them from that regime. Dropping back under 10% restores the lighter filing burden. • Short-swing profit rules. Holders of 10% or more must disgorge profits from any matching purchase and sale that occur within a six-month window. Falling below 10% ends that obligation. • Foreign-investment / FEFTA filings and “major shareholder” status. 10% is a common threshold for additional post-investment reports, prior-notification analysis in certain sectors, TSE major-shareholder disclosures, and independence criteria for directors. Staying under it reduces ongoing compliance and public-labeling as a controlling or “largest major” shareholder. Capital Group had already crossed 10% in July; the September sales took them back under the line. Tax-loss harvesting They bought a large block in mid-July and sold those shares (plus more) in early September. Metaplanet’s price was highly volatile in that window (July lows near ¥192, later swings through the ¥200s–¥300s). Depending on exact lot cost bases, some of the sold shares were likely underwater, allowing Capital Group to realize capital losses. Those losses can offset other capital gains in their (U.S.) funds. Unlike crypto, U.S. wash-sale rules do apply to stocks, so they cannot immediately repurchase the identical shares and still claim the loss. Reducing the position permanently (or waiting 31 days) is the conventional way to harvest. The sales therefore serve both the regulatory goal of getting under 10% and any available tax-loss opportunity on the July purchases.

Here's why Anthropic and OpenAI are screwed: AMD just bought Taalas, a company that hard-burns AI models into silicon, completely bypassing all memory bottlenecks and allowing insane speeds like 10,000 tokens/second off your own machine (with just a PCIe card). This will revolutionize decentralized AI cognition. And with proper agentic looping, it will put Fable-level AI coding and writing and analysis capabilities right on your desk. Clip from my analysis video (about DeepSeek and more) on Bright Videos.

Yep, solid & quick resolution. Simon turned a shit co into the #1 performing stock in the world in 2024... and through the bear market, he's got $MTPLF $MPJPY beautifully positioned to repeat the 2024 performance in the next looming bull run. Everything falling into place