david

[david @david99525911]

https://t.co/rUROyzwRte

[Packingpatriot @packingpatriot_]

A message to my President @realDonaldTrump on why the Epstein Files mean so much to us.

Please share this out.

[Tim Kotzman @TimKotzman]

Welcome back to The Bitcoin Treasuries Podcast. Presented by @OnrampBitcoin.

Today's guest is @dylanleclair.

Dylan is the Director of #Bitcoin Strategy at @metaplanet.

In 2024, Metaplanet Inc., a Tokyo-based company, experienced a remarkable stock price increase of approximately 2,629%. This unparalleled surge can be attributed to the company's strategic pivot toward #Bitcoin acquisition, transforming it into Asia's largest public Bitcoin holder.

Here's my conversation with @dylanleclair.

0:00 - Intro
0:11 - What’s going on at Metaplanet
5:50 - Moving strike warrants
12:36 - Dylan’s takeaways from visiting Japan
21:11 - Metaplanet’s partnership with Bitcoin Magazine
25:03 - What was buying Bitcoin like in Japan before Metaplanet?
30:18 - Is Metaplanet still the only Bitcoin Treasury company in Japan?
35:06 - Dilution vs Accretive Dilution
39:58 - Limit Up-Limit Down
43:20 - What does Dylan’s day-to-day look like?
44:34 - How does Dylan think about the volatility of Metaplanet stock?
49:11 - Could Metaplanet list in the US?
51:14 - Dylan’s thoughts on mNAV for Bitcoin Treasury companies
1:02:04 - The mechanics of issuing shares and then buying Bitcoin
1:08:12 - How long until the next Japanese Bitcoin-leveraged company comes around?
1:11:02 - What does Dylan see on the horizon for financial services products?
1:16:49 - How could this cycle play out differently?
1:24:46 - Dylan’s thoughts on the US Sovereign Wealth Fund

[david @david99525911]

@DefiyantlyFree It was a

[Hardfork Kratter @mattkratter]

https://t.co/ZJrOyJHgCV

[Josh Man @JoshMandell6]

Electrical storms on the horizon can ignite conflagrations that may engulf the existing price structure and blaze a path for the future. $MSTR #BItcoin

[david @david99525911]

@Panchenko_X @Vitaliy_Klychko Grr hHfhdhanj was his

[david @david99525911]

@_adrian Haggis

[david @david99525911]

L

[david @david99525911]

Bbhhhhuujjjiuiiissisieieidiieoeeieeooeoeoeooewowoowwowowowivsnjdnsnmsmmmmmmjjjjhhuuuuin nmh insanity um

[Joe Carlasare @JoeCarlasare]

@TXMCtrades @Tristan97859094 Right. That’s great analysis. 🙄

So whenever a hiking cycle begins, there’s an infinite timeline without any limit, and, according to you, as long as a recession comes at some random point in the future, it’s a hard landing that is attributed to the Fed.

[david @david99525911]

@DefiantLs U
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[david @david99525911]

@DefiantLs Ed you a b Sara yvj b jojghjhhhhavf

[Magoo PhD @HodlMagoo]

@brian_trollz You could say the same thing about Socialism but guess what the constant is guarantees failure.

HUMAN BEHAVIOR

[Christopher Inks @TXWestCapital]

MT Gox #Bitcoin

[Stocktwits @Stocktwits]

Tom Lee expects $SPY to hit 5,800 by the end of the year 👀

"I think the end of this year will be a day of reckoning for those who are sitting on cash, earning 5%," - @fundstrat

Bulls right now...

[david @david99525911]

@willywoo @maxkeiser O.

[david @david99525911]

@BritishHodl How do you explain Blackrock looking for someone to provide liquidity?