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Good post below on the limits on companies like $MSTR selling options on their BTC under the Investment Company Act of 1940.

Metaplanet at $10.

People angered by bitcoin treasury companies should read this book: The Company. The book posits that the concept of the modern company--with artificial personhood, tradeable shares, and limited liability--contributed significantly to the west's wealth creation and centuries of

MetaPlanet is already top 4 in my book. XXI doesn't really hold any bitcoin until the transaction closes. Their bitcoin is either in escrow or to be purchased from Tether at closing. $MTPLF

Bitcoiners should fund these French fellows who are trying to build giant titanium statutes for the world. I love it.

Prefer $BTC.

What did y’all think speculative attacks meant? vibes? papers? essays?

With so much content out there, I think a helpful heuristic is to opt for the content that took longer for the author/speaker to prepare as it likely provides more value for your time. Structured analytical podcast > informal Spaces chat. Detailed research report > off-the-cuff

Worth reading this research report on MetaPlanet if you are considering it.

$MTPLF will acquire banks, financial services or other BTC treasury companies in the eco system during STAGE 2 using trillions of dollars on their balance sheet as collateral . Simon Gerovich spills the beans of what the future would look like in 3~5 or 5~7 years. This is how we

This is incredible.

This news about a Thailand acquisition, along with other comments by Simon Gerovich, suggest to me that MetaPlanet will be open to accretive M&A activity in the future. I think there will be opportunities to acquire BTC treasury companies when they trade at a discount to NAV. Some

Meant to post in this community:

What is the difference between "Bitcoin Torque" and leveraged return on capital?

A rule worth remembering: The only way an LBE outperforms Bitcoin on any time frame is for its yield (btc/share % change) to exceed its mNAV compression as it gets larger.

A question I have for BTC treasury companies in general: if you are buying a target at a discount to NAV, and you are not buying it solely for its BTC assets, how do you plan to realize the delta in value between the purchase price and the presumed book value? If $NAKA, for

Monetary orders once rested on trust layered over scarce reserves—difficult to move, impossible to verify. As global scale advanced, fragility emerged: leverage, opacity, broken convertibility. Scarcity gave way to trust; trust gave rise to inflation. Fiat emerged. For

Not a bad question from Chanos for the future. For now, most BTC treasury companies will attract significant capital given the arb between fiat rates and BTC returns, as well as trapped capital unable or unwilling to buy BTC directly.