JUST IN: $13 BILLION IREN MIKE ALFRED JUST SAID #BITCOIN WILL HIT $250,000,000 IN THE NEXT 6 MONTHS
"THAT'S WHEN PEOPLE WILL START TO GET BULLISH"
"WE'RE STILL IN EARLY TO MID CYCLE"
$250K WILL TRIGGER THE REAL BULL RUN
HERE WE GO 🚀
I'M SORRY BUT NOBODY IS TALKING ABOUT WHAT BITCOIN JUST DID.
Multi-year Cup and Handle. Complete.
Breakout. DONE.
Perfect retest. DONE.
Structure confirmed. DONE.
This pattern took years to build.
And nobody noticed.
Cup and Handle breakouts don't move 20%.
They move hundreds of percent.
The retest just finished.
The launch is next.
$220K is the minimum target.
Most people will only find out after it happens.
$STRC and $MSTR shareholders have approved the amendment to move $STRC dividends from monthly to semi-monthly. Under the new cadence, the first record date is June 30 and the first payment date is July 15. Thank you to every shareholder who voted. https://t.co/3sIqqF3FCR
JUST IN: Strategy's Michael Saylor just said, "We're at $24 billion run rate with $STRC. It's alone going to buy 2-3x #Bitcoin supply produced by miners."
"We've bought $11 billion of BTC so far this year, already buying at 2x the rate they're able to produce it." 👀🔥
I was looking through Metaplanet's Q1 2026 earnings presentation again.
These two slides are what distinguishes the company from every other Bitcoin treasury in the space.
Q1 2026 revenue of JPY 3,080 million against total operating expenses of just JPY 795 million. Income from operations of JPY 2,267 million. A gross margin of 99.95% on the Bitcoin related operations alone.
This is not a company burning cash to fund its Bitcoin strategy, it is a genuinely profitable operating business with Bitcoin as the treasury asset on top.
The full year forecast aims for JPY 16,000 million in revenue and JPY 11,400 million in operating profit.
That is nearly double FY2025 actuals and Q1 is already tracking at 19.2% of that target.
This is significant for shareholders.
If the operating business generates enough profit to cover the preferred dividend obligations without touching the common stock ATM, the drag on equity holders is dramatically reduced compared to other companies.
At a minimum you get Bitcoin's performance embedded in the stock. The operating profits then act as a separate engine on top, compounding the upside beyond what simply holding Bitcoin would deliver.
Buying below 1x mNAV with a profitable underlying business is as close to a margin of safety as you will find in the Bitcoin treasury space.
📌Here's my deep dive into Metaplanet's Operating Profit.
Metaplanet has a revenue target of ¥16 billion in 2026.
How will it be achieved?
#metaplanet#mtplf#メタプラネット
https://t.co/LylH5No4Mb
Metaplanet having Preferred’s in both the US and Japanese markets was not on my bingo card. I anticipated $MARS or similar would be offered, but tapping both markets is genius. @gerovich and @DylanLeClair have maneuvered and planned to make $MPJPY the fastest accumulator of $BTC on earth. I welcome the innovation. Cheers to hodlers! 🥂
JUST IN: MetaPlanet (3350.T) CEO Simon Gerovich just said, "Our preferred stock upon listing would be only the seventh in the market and the first perpetual preferred."
"While Japanese companies typically pay dividends 1-2 times a year, MetaPlanet is planning monthly payouts." 🙌🔥