Master of MSTR

ביטקוין / $MSTR / $MTPLF

[Master of MSTR @MasterOfMSTR]

@dylanleclair The past few months have been a great gift for me to accumulate shares cheaply. I never once doubted you or Simon. Brilliant decision.

[Master of MSTR @MasterOfMSTR]

@gerovich That’s conviction. So great ⚡️💪

[PolyBackTest News @PolyBackTests]

The audience asked Michael Saylor a question:

“#Bitcoin reminds me of tulips. What if Bitcoin disappeared tomorrow? How many lives would actually change?”

Listen to Michael’s response 👇

[Dylan LeClair @DylanLeClair]

To the ₿elievers. 🥂

[Zynx @ZynxBTC]

Metaplanet is back above $4 and now I'm picturing the path to $100.

I wonder how many will survive this perilous and volatile journey to the top of the Nikkei 225.

I plan to be here still, do you?

[Master of MSTR @MasterOfMSTR]

@Octopusking77 אלוף 🧡

[Master of MSTR @MasterOfMSTR]

@Eladsha12 כמה שאני יותר לומד על STRC אני מבין את גודל הפוטנציאל שיש למוצר הזה

[Dylan LeClair @DylanLeClair]

@cissan_9984 そうですね、だったら無限に刷れない資産を企業が競って取得するのも理にかなってるかもしれませんね？
まあ、いいや...忘れてください。

[Master of MSTR @MasterOfMSTR]

@dylanleclair @AdamBLiv

[Simon Gerovich @gerovich]

After the 2000 dot-com boom, Amazon’s stock had fallen significantly even as the business was stronger than ever. Every metric was improving. Jeff Bezos put it simply:

“The stock is not the company, and the company is not the stock.”

That lesson resonates.

At Metaplanet, our fundamentals have never been stronger:
– Q3 Bitcoin Income revenue: ¥2.44B (+115.7% QoQ)
– 4th largest corporate bitcoin balance: 30,823 BTC (~$3.7B)
– Q3 operating profit (+88% vs forecast)
– Balance sheet virtually debt-free (<1% leverage)
– Clear path to preferred shares

And yet, our stock has fallen significantly. It’s painful for our team, shareholders, and for me personally. But as with Amazon, fundamentals and share price often diverge — sometimes for months, sometimes longer. Bitcoin itself has endured numerous 70–80% drawdowns while fundamentals irreversibly strengthened. I feel the same about us today.

Our mandate is clear: execute relentlessly. Build revenue. Accumulate bitcoin. Strengthen this company for the long term. We remain laser-focused on securing the future with bitcoin.

[Master of MSTR @MasterOfMSTR]

@gerovich Proud to be a shareholder 👊⚡️

[Master of MSTR @MasterOfMSTR]

@gerovich The most undervalued play in the sector. No one deserves a higher mNAV premium.

[Master of MSTR @MasterOfMSTR]

@dgigonhon שנה טובה לכולם 🧡

[Master of MSTR @MasterOfMSTR]

@Octopusking77 @AnonLaserEyes חחחחחחח מת

[Master of MSTR @MasterOfMSTR]

@gerovich This graph is insane. Amazing work ⚡️💪

[Master of MSTR @MasterOfMSTR]

@luke_broyles I couldn’t agree more.

[Luke Broyles @luke_broyles]

Metaplanet June 16, 2025...
✅$13 per share
✅10,000 BTC
✅8x NAV
✅many people asking me "Luke, should I go all in Metaplanet / how can I buy Metaplanet ASAP"
✅I was not bull-posting about Metaplanet, in fact encouraged extreme caution to those looking to get an allocation given the rich NAV

Metaplanet September 22, 2025...
✅$4 per share
✅25,555 BTC
✅1.3x NAV
✅preferreds on the way
✅some saying "Luke why won't you shut up about paper BTC scams / quit the copium"
✅I am bull-posting about Metaplanet
✅stock price down 69% (while BTC up 8%)

Perhaps this moment isn't the cheapest in the near term, however I 100% know this is a better asymmetric bet than most are giving credit for.

Even if not as good of a return as many of moonbois want it's better risk-adjusted bet than the current sentiment of most.

The truth is many people want others to tell them what to do to make money, but even if someone were to tell it to them with certainty of outcome 90% chance they wouldn't listen because they didn't want to believe it.

[Master of MSTR @MasterOfMSTR]

@gerovich That really is an incredible chart. Flawless execution ⚡️🧡

[Master of MSTR @MasterOfMSTR]

@bariksis @gerovich Yes, that’s the updated one. That’s great 💪