To The Moon

I've been posting less frequently than before, focusing more on higher-quality content.

Just returned from a trip to Japan — it was an eye-opening experience, especially seeing how Bitcoin investment is evolving there.

This stock I’m hyping is one of those rare gems that could legit 10X, 20X, or—hold up—maybe even 30X your bag. What’s the tea? It’s being called the next MicroStrategy, and if you’re not hip to that, MicroStrategy’s a Bitcoin proxy that’s been wildin’ since 2020, up like 3100%. But with a market cap now at, like, $100 billion, it’s not likely to pull that off again. This new player, though? It’s got some serious edge.

The stock we’re vibin’ with is MetaPlanet, $Metaplanet Inc.(MTPLF)$  . It’s a Japanese company, but you can grab it in the U.S. under that ticker, MTPLF. Before you dive in, though, this is high-risk, high-reward territory, so let’s talk real. How do I handle the risk? I throw, like, 1% of my portfolio at it. If it tanks 70%, I’m only out 0.7%—no biggie, I’m still eating. But if it moons 10X? That 1% turns into 10% of my portfolio. That’s how the big dogs in VC play it—small bets, massive upside. Don’t let FOMO wreck you.

So, what’s MetaPlanet’s deal? They started in 1999 with hotels and restaurants but flipped to a Bitcoin treasury play, just like MicroStrategy. They issue shares, buy Bitcoin with the cash, and recently dropped plans to raise $25 million to keep it rollin’. Why’s this hot? Japan’s got crazy low interest rates, so they can borrow cheap to stack more Bitcoin. Plus, Japan slaps a wild 55% capital gains tax on crypto profits. But if you hold MetaPlanet in, say, a tax-free account like a Japanese IRA equivalent, you dodge that tax hit. First-mover vibes in Japan? Huge.

Why’s this better than MicroStrategy? Lower market cap means more room to grow—big dogs like MicroStrategy at $100 billion don’t double as easy. Also, MetaPlanet’s trading at a discount to its net asset value (NAV), unlike MicroStrategy, which is at a 2X premium. NAV’s basically the value of their Bitcoin stash. If MetaPlanet’s stock catches up to MicroStrategy’s valuation, it could double just on that arbitrage. Japanese investors are loving this tax loophole, too.

Risks? It’s a small company, so it’s volatile AF—up big, down big. Less transparency on NAV than MicroStrategy, too. But check this chart: MetaPlanet’s price tracks Bitcoin like a shadow, no crazy premium yet, even with the hype from folks like Chicken Genius and Macro on X. Bitcoin goes up, MetaPlanet follows. If Bitcoin 10X’s to a million, this could be the 30X banger we’re talkin’ about.

Entry point? It’s at $7.25 as of friday (30th May) closing, down from a high of $14–$15, so it’s looking juicy, but expect a rollercoaster. My move? Set a trailing stop. If it pops 25%, lock in 20% gains so you don’t let green turn red. That’s my golden rule—don’t let profits slip.

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