BeyondBorders

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[Simon Gerovich @gerovich]

「なぜそこまでビットコインに強気なのか」とよく聞かれます。その答えは、チャートの中よりも、AIが他のあらゆるものに起こしている変化のなかにあります。

AIは、何かを「増やす」コストを大きく下げています。ソフトウェアも、コンテンツも、分析も、やがてはほとんどのものが、より安く、より多くつくれるようになっていきます。増やすことが容易になる世界では、どれだけ知能を注いでも増やせないものへと、価値は移っていきます。ビットコインの2,100万枚という上限を守っているのは、誰かの自制ではなく、ネットワークの規則そのものです。

もうひとつの理由は、私自身が立っている場所にあります。日本の家計は、お金の購買力が保たれるとはどういうことか、そしてそれが当たり前ではなくなったときに何を感じるかを、一世代をかけて経験してきました。複製することも、価値を薄めることもできず、24時間、世界中どこでも決済できる資産。あらゆるものが溢れていくこの時代に、持つに値するもっとも希少なものだと、私は考えています。

[BeyondBorders @ZaiStrategy]

@AdamBLiv SLE vs MSTR?

[Hermes Lux @HermesLux]

Metaplanet just created Superplanet.

BLUF: SUPA is the higher-torque play on the U.S. capital-raising engine. Metaplanet is the full-group, dual-market play with more scale and more yen sensitivity. Not substitutes. Complementary exposures.

What's happening:
→ Metaplanet (Japan) is taking 95.7% of Super League, renaming it Superplanet (Nasdaq: $SUPA), and seeding it with 2,100 BTC.
→ Superplanet becomes the group’s U.S. Bitcoin treasury vehicle.
→ Metaplanet keeps raising in Japan. Both feed one group Bitcoin position.

Does it matter which ticker you hold?
→ Yes, SUPA = pure claim on the small U.S. vehicle (starts with only 2,100 BTC).
→ Metaplanet = the full group (large existing stack + 95.7% of Superplanet + Japan capital markets).
→ They are linked, not identical.

Which grows BTC per share faster, all else equal?
→ SUPA, because of the smaller base + direct access to deep U.S. permanent capital (especially preferreds that don’t dilute common) means successful raises produce higher percentage growth in BTC/share. Metaplanet captures most of that growth, but the percentage impact is diluted by its much larger existing pile.

How the yen carry trade hits them differently:
→ Metaplanet is more exposed. It’s yen-listed, reports in yen, and a stronger yen reduces the yen-denominated value of its Bitcoin. Japanese capital raising can also get harder when risk appetite falls or mNAV compresses.
→ SUPA is mostly insulated. Pure USD Nasdaq vehicle aimed at U.S. income capital. Yen moves still matter indirectly through the parent, but the ticker itself runs on different dynamics.

[BeyondBorders @ZaiStrategy]

@AdamBLiv Can explain what this means? Isn’t it already on the US stock exchange?

[BeyondBorders @ZaiStrategy]

@Mho_23 Video

[BeyondBorders @ZaiStrategy]

@zackpaid Cook

[Eric Yeung 👍🚀🌕 @KingKong9888]

What is the United States truly afraid of right now? It’s not missiles or aircraft carriers.

It’s the 12 trump cards China is quietly discarding. Today, I’m going to break down exactly how China has been dismantling Western technological dominance step by step. Each one of these cards carries enough weight to keep the West up at night.

1. China ditched GPS. Its BeiDou navigation system now delivers centimeter-level precision, with over 100 million global users. Even Middle Eastern oil tycoons are abandoning GPS for BeiDou. Can you believe it? America’s all-seeing eye over the world has just gone blind.

2. China ditched Boeing. The C919 has already racked up over 1,200 orders, wiping out $80 billion from Boeing’s value in a single year. What used to be “better to buy than to build” has flipped — now buying Chinese planes feels like the smarter choice. Boeing was caught completely off guard

3. China ditched American chips. Yangtze Memory’s solid-state drives have slashed international prices in half. After the return of Kirin chips, Qualcomm panicked and cut prices by 30% overnight. The very thing they once used to choke China has become its own lethal weapon.

4. China ditched Windows. UnionTech UOS has surpassed 5 million installations, with national ministries and major banks fully switching over. Microsoft’s CEO is losing sleep, but there’s nothing they can do about it.

5. China ditched Western medical equipment. Shanghai United Imaging’s CT scanners are now entering clinics in the US and Europe. Germany’s Siemens had to slash prices on similar models by 40%. Chinese medical tech has planted its flag firmly on Western soil.

6. China ditched foreign fuel engines. BYD’s blade batteries left Toyota executives tearing down cars on the spot to study them. Tesla lost $1.2 trillion in market value in just three months. The era of gasoline cars is ending — and in the new energy world, China sets the rules.

7. China ditched Oracle databases. Ant Group’s OceanBase has shattered world performance records. Bank transaction systems no longer have to bow to American pressure. This is real technological sovereignty.

8. China ditched Western industrial software. Zhongwang CAD forced France’s Dassault to beg for mercy with price cuts. Sany Heavy Industry used domestic software to design the world’s largest tunnel boring machine. China has ripped a massive hole in the West’s monopoly on industrial software.

9. China ditched dollar settlement. The RMB cross-border payment system now covers 180 countries and regions. Saudi Arabia is now selling oil in RMB. The first major crack in American hegemony was torn open by China.

10. China ditched Western genetically modified seeds. Yuan Longping’s team developed salt-tolerant rice yielding over 1,000 jin per mu. China’s bowls now hold Chinese grain. Monsanto’s seed patents have lost their power, and China has taken full control of its food security.

11. China ditched American social media. Xiaohongshu (RedNote) has grabbed 30 million American users. Zuckerberg is watching helplessly as his daily active users plummet while Chinese social apps explode across the ocean.

12. Finally, China ditched Western military equipment. The Fujian aircraft carrier’s electromagnetic catapult surpasses America’s Ford-class, and DF missiles have forced carriers to keep their distance. The U.S. military-industrial complex held emergency meetings overnight.

⭕️This isn’t just technological progress. These are twelve tolls of the bell signaling the decline of Western hegemony.

🔶Written by professor Yang Fan, born in 1951 in Beijing, is a professor of economics and doctoral supervisor at China University of Political Science and Law. He serves as Chairman of the Academic Committee of the Business School and was a visiting scholar at Peking University’s China Center for Economic Research. He is also the Executive Director of the Economic Research Association at the National Defense University.

[BeyondBorders @ZaiStrategy]

@tinyhumansai Hi, telegram seems to show that it's connected but it isn't. Is there a way to troubleshoot this? thanks

[BeyondBorders @ZaiStrategy]

@EugeneNg @0x_ZHUANG I was thinking that too 😂

[Mario Nawfal @MarioNawfal]

🇨🇳 China went from dominating chips to disrupting fashion.

A Chinese company just revealed fabric that stretches dramatically, holds its shape, and doesn't wrinkle, and it might change how everyday clothes are made.

[Giovanni's BTC_POWER_LAW @Giovann35084111]

They discuss so much the volatility of Bitcoin without understanding one of the most remarkable aspects of this volatility when understood with the proper lens.

It has been constant for at least 9 years.

https://t.co/7CBREJuLm6

[CoinDesk @CoinDesk]

JUST IN: @saylor sits down with CoinDesk's @btcjvs to discuss being the world’s largest Bitcoin buyer with $62B purchased and describe the convergence of TradFi and DeFi via their digital credit product Stretch (STRC), which has rapidly grown and helps fund Bitcoin accumulation.

Here is the full conversation:
00:00 Biggest Bitcoin Buyer
00:12 Consensus Miami Buzz
01:12 Earnings Call Breakdown
03:01 Retiring Convertible Bonds
05:07 Yield First Decisions
08:25 Funding Dividends Options
09:29 Selling Bitcoin Impact
11:40 Buying the Top Critique
15:40 Transparency Not Trading
18:32 Tax Loss Harvesting Choices
22:15 Balancing Equity Credit BTC
25:55 Bear Market Stretch Engine
27:25 Europe Stream Lessons
30:46 UK Regulation Arbitrage
33:34 Stretch Dividends Timing
35:08 Macro Panic Explained
36:08 Monthly Issuance Whiplash
38:20 Why Stretch Trades Near Par
40:21 Growth Over Lower Rates
45:15 Sharpe Ratio Vision
46:44 Liquidity Drives Adoption
50:21 Credit Rating Not Required
54:44 DeFi Yield Coin Boom
55:59 Leverage Risk And Stress Tests
59:46 Perpetual Design Anti Bank Run
01:02:23 Let Traders Provide Liquidity
01:06:23 Institutional Views And Catalysts
01:11:50 Lindy Effect And Closing Thoughts

[BeyondBorders @ZaiStrategy]

@NadzuAI Roi

[BeyondBorders @ZaiStrategy]

@RoaringRagnar Interested

[BeyondBorders @ZaiStrategy]

@NickDiFabio1 Ready

[BeyondBorders @ZaiStrategy]

@TommiPedruzzi ai

[BeyondBorders @ZaiStrategy]

@FynCas Guide

[BeyondBorders @ZaiStrategy]

@TommiPedruzzi Asset

[BeyondBorders @ZaiStrategy]

@timbidefi AI