A story most people in this space don’t know:
Years before #Metaplanet, @DylanLeClair walked away from a business degree to study one thing obsessively. He published on-chain and macro work on a public feed, for free, when nobody was paying and before treasury companies even existed.
He was (and still is) young, yet had the foresight, curiosity and discipline to self-teach and articulate a view that was far from obvious at the time.
The world is now catching up to where he already was. I remember the day he announced he was joining Metaplanet as Director of Bitcoin Strategy — and having watched closely ever since, I’ve been impressed over and over.
My single most important investment criterion: find people smarter and more capable than me, then align with them.
I’m on team Dylan.
$MPJPY $MTPLF
Dudley Moore & Peter Cook
DEREK AND CLIVE GET THE HORN (1979)
*if you’re faint of heart this is NOT for you. If like me however you believe Derek & Clive are comedy gods - ENJOY!
#TheHorn
In 2012 a man bet his entire life savings on Bitcoin at $5 a coin.
In January 2012, Erik Finman was 12 years old
His grandmother gave him $1,000
He put all of it into Bitcoin
Bitcoin was trading at roughly $10 to $12 per coin at the time
He bought around 100 Bitcoin
His parents and teachers told him it was a waste
His high school teachers told him he was going nowhere
He made a bet with his parents
If he became a millionaire before turning 18 they would not force him to go to college
By 2013 Bitcoin hit $1,200 and his $1,000 had grown to around $100,000
He used some of the gains to start a small educational startup called Botangle at 13 years old
He sold Botangle in 2014 for 300 Bitcoin
At that point Bitcoin was around $200
That sale added 300 more coins to his stack at what turned out to be the cycle low
By 2017, when Bitcoin hit $18,000, Erik Finman was 18 years old
His Bitcoin was worth over $4 million
• He won the bet
• He never went to college
• His parents had to put it in writing
• He said in interviews that his teachers had told him he would end up working at McDonald's
At Bitcoin's peak in October 2025 at $126,198, his original 100 coins from the $1,000 investment would have been worth $12.6 million
His additional 300 Bitcoin from the Botangle sale would have been worth $37.8 million
$1,000 given by a grandmother
A 12 year old who believed his teachers were wrong
The teachers were wrong
In The Hand of Dante is officially streaming on Netflix. This is not a drill. It’s available as we speak. This stars Oscar Isaac, Gerard Butler, Martin Scorsese, and Al Pacino, amongst some more big names, & follows a story that combines two timelines- a man in modern NYC tracking down the manuscript of Dante’s Divine Comedy & Dante himself writing the piece in the 14th Century. My review will be posted in the next day or two. Cannot wait.
How Bitcoin is going to take over the world.
1. We're going to make a new high THIS YEAR despite all the bear talk.
2. Bitcoin backed bonds and -- air quotes "digital credit" are all going to do very well.
3. Banks are going to finally integrate BTC into their offerings making real BTC onboarding trivial.