Marcus retweeted
African farmers in action. They harvest olives by beating the trees. They break all the branches. Next year you won't pick anything from that tree. In Italy we've never done it like this.
Marcus retweeted
Chased by Wolves.
Readers added context they thought people might want to know
The video shows Italian snowboarder Giulio Piccinini carving powder in the Dolomites with his pet dogs following him, not wild wolves. His posts describe riding with his "amici pelosi" and "cani."
instagram.com/piccininigiuli…
Marcus retweeted
“Cybercab will autonomously drive itself, unoccupied, to a Tesla service center for maintenance and return to your home afterward.”
Game-changer! That’s how service should work.
What do you think of Tesla's $299/month Cybercab Autonomy Subscription, which includes all of the following:
• FSD Unsupervised within Tesla's Robotaxi geofences
• Tire replacements & flat tire replacements, inspections & rotations
• Premium Connectivity
• Windshield replacements
• Windshield wiper replacements, cleaning and washer fluid refills
• Windshield cleaning and hydrophobic coating application/reapplication
• Remote vehicle support and assistance
• Roadside assistance, including towing up to 50 miles
• Cabin air filter replacements
• Exterior camera lens cleaning
• Forward camera inspection & interior film buildup cleaning
• Vehicle inspections & required maintenance
• Automatic maintenance notifications through the Tesla app
• Cybercab will autonomously drive itself, unoccupied, to a Tesla service center for maintenance and return to your home afterward.
This subscription is required to operate Cybercab for your personal use.
Marcus retweeted
We have had a number of questions about why Smarter Web has reportedly been included in the MSCI Micro Cap Index while Strategy ($MSTR) is being removed from MSCI indices.
I want to be clear about my personal conviction: I believe Strategy will become the most valuable company in the world. It is my second-largest personal equity holding by current market value (after Smarter Web).
I'm delighted to see Smarter Web included and disappointed to see Strategy excluded.
But my conviction in Strategy has never depended on its inclusion in an index.
I believe Strategy can become the world's most valuable company with or without MSCI. And I hope that Smarter Web can become the most valuable company in the UK.
LSE: #SWC #MORE | OTC: $TSWCF $MORPF | FRA: $3M8
Marcus retweeted
10 years of #Bitcoin history telling us that now is the time to buy and hold till atleast 70 on the monthly RSI.
Marcus retweeted
YOOOOOOOOOOOOOOOOOO
🟠 The market is still sleeping on the Bitcoin opportunity unfolding in Japan.
@Metaplanet isn't simply accumulating Bitcoin. It's building the financial infrastructure to turn Bitcoin into the foundation of an entirely new capital markets ecosystem.
The next phase could be MASSIVE. Don't overlook what $MTPLF and $MPJPY are building.
Watch here 👇
youtube.com/watch?v=dVQ4Uz6Z…
#Bitcoin #Metaplanet #BTC
Marcus retweeted
This argument overlooks the most important detail in @Metaplanet 's November 13 earnings announcement.
Yes, management cut 2026 revenue guidance by 59% and operating profit guidance by 74%.
But WHY?
With mNAV below 1.0x, issuing common shares to fund Bitcoin acquisitions was no longer sufficiently accretive to BTC per share. Management chose to prioritize shareholder Bitcoin exposure over maximizing its revenue forecast.
That is a capital allocation decision, not simply a failed business strategy.
Look at the actual results:
• 9M revenue grew 30.5%.
• 9M operating profit grew 26.5%.
• Q3 BTC per diluted share increased 11.3%.
• Series 10 restructuring reduced underlying warrant shares by approximately 41%.
• The restructuring improved BTC per fully diluted share by approximately 8.8%.
Now consider the ¥52B convertible bond financing.
Rather than blindly issuing more common equity below NAV, Metaplanet is prioritizing share repurchases to increase BTC per remaining share, alongside debt repayment.
It has already repurchased approximately 108.7M shares for ¥28.27B.
And this is only one part of the strategy.
Superplanet opens access to U.S. capital markets. Metaplanet is developing perpetual preferred financing, BitBonds, JPYC infrastructure and a broader Bitcoin financial platform.
The U.S. digital credit market identified in its presentation is approximately $14.4B, with only two established issuers.
Is execution guaranteed? No.
Are the convertible bonds, leverage, forecast reductions and governance issues legitimate risks? Absolutely.
But claiming Metaplanet has no strategy, no competitive advantage and no reason to exist ignores what management is actually trying to accomplish.
The investment thesis is evolving from simply accumulating Bitcoin through equity issuance into building a multi-market Bitcoin financial platform.
The ultimate objective remains BTC per share growth.
Metaplanet is choosing to optimize the Bitcoin exposure of each share rather than sacrifice shareholder economics simply to maintain a larger revenue forecast.
Now judge whether management can execute that strategy. That's the actual debate.
Great analysis! This is exactly what I've been saying there is a massive opportunity cost holding this company over $ASST or $MSTR
They sold there own upside🤡
They are still using convertible debt even though the leaders in the space have stopped🤡
(ASST and MSTR have moved away from that model for obvious reasons)
There is still loads of dilution that is baked in and hasn't unlocked yet including but not limited to the 10 series🤡
They are massively below there Yearly target 🤡
They increased debt above there own guidance 🤡
the CEO still lends Metaplanet shares from his own private company 🤯🤡
(Legitimately INSANE)
They still have no performance bonus tied to BTC/share increase or stock returns🤡
And finally this new super planet crap is owned 95% by metaplanet so it's just Metaplanet with extra steps and any prefs they launch will be launched into an already saturated market with prefs that have been trading longer with more trust from better ran companies...
If I want safety for my prefs I will buy $STRC which is backed up by 3.3 years of cash dividend coverage
If I want the highest returns I will choose $SATA / $SATS
So what will this poorly ran Japanese company do different here to capture a large part of the market? 🤡
Its not worth the risk or opportunity cost
It's not enough to buy this company and say you made money because Bitcoin went up.
The hurdle rate is beating the other companies you could have put your money in like $ASST or $MSTR
WHY TAKE MORE RISK FOR LESS REWARD??🤡
Sorry to rant but there are lots of inexperienced investors new to the space who I want to protect from having there one opportunity at financial freedom extracted from them!
Anyone reading this do your own research this game is not for tourists you need to put in the work and really understand what your buying
Marcus retweeted
🚨 HOLY SMOKES. Treasury Sec. Scott Bessent just said "F THE IRANIAN LEADERSHIP" and that he had to move to a military base because the WSJ published his HOUSE ONLINE
"One of the reasons I had to move is because the WSJ printed a PHOTO OF MY HOUSE the DAY I bought it that has GEO-LOCATE on it! In a highly irresponsible way, the editor, we PLEADED with her NOT to print the location of my house, she DID ANYWAY." 😡
"We're NOT gonna be cowered...the IRGC are like a dangerous, cornered animal."
"I followed Secret Service instructions and moved from my home to a military base."
Pray for Secretary Bessent! 🙏🏻
The Journal ran an AERIAL VIEW of his $12.5 million home back in 2025
Bessent has led Operation Economic Outcast since August, the sanctions campaign CRUSHING Iran's economy, which made him a top Iranian target
This week the DOJ indicted three Iranian nationals tied to nearly 20 attacks and attempted attacks across Europe and the U.S.
Rubio and Miller had to move too.
Marcus retweeted
1,762億円すんげぇぇぇぇぇ〜🥳🌈🚀
メタプラネット、3Q単独でビットコイン評価益1762億円を計上 nadanews.com/391253/ #nadanews
