🧠 Metaplanet enjoyer. 💰 Watching Japan go full MicroStrategy. 🚀 Just vibing while BTC does its thing.
Joined May 2026
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1/ There's a pattern in every successful Bitcoin treasury company.
Most investors miss it. By the time they catch on, the stock has already re-rated.
A framework on the 5 phases of a BTC treasury company and where Metaplanet sits today.
Thread 👇
Metaplanero retweeted
Anyone noticed the hidden message?
I believe the upcoming US $SUPA pref will be SATURN, look at the emoji - 🇺🇸🪐.
Super League stockholders have approved every proposal at last week's annual meeting, including:
✅ Issuance of common stock and warrants to Metaplanet
✅ Name change to Superplanet, Inc. ($SLE -> $SUPA)
✅ Increase in authorized preferred shares from 10m to 100m
At closing, Metaplanet will contribute 2,100 BTC + $2.5m USD in exchange for 44.86m common shares, 100 shares of Strategic Alliance Preferred Stock, and common stock warrants representing up to ~$3.4b of potential equity capital.
Based on the ~3.0m Super League shares outstanding as of September 29, Metaplanet would own ~93.7% of Superplanet's common stock at closing. All shares to be held by Metaplanet are subject to a five-year lock-up.
The Strategic Alliance Preferred carries no preferred dividend or liquidation preference; its purpose is governance. While Metaplanet holds it, Metaplanet's consent is required for charter amendments, mergers or changes of control, and designation of a board majority.
As outlined in the proxy, Superplanet intends to grow BTC per share primarily by issuing senior, non-convertible perpetual preferred stock rather than debt.
Metaplanet will also hold a 24-month right to subscribe for up to $210m of unlisted Junior Liquidity Support Preferred Stock. If issued, it would pay SOFR + 4.00% and rank junior to any senior preferred Superplanet may issue, allowing Metaplanet to provide subordinated capital in support of the balance sheet.
A new chapter begins soon. 🇺🇸🪐
Metaplanero retweeted
Superplanet is going to be an amplified beast of a bitcoin accumulation vehicle.
Onward!
Super League stockholders have approved every proposal at last week's annual meeting, including:
✅ Issuance of common stock and warrants to Metaplanet
✅ Name change to Superplanet, Inc. ($SLE -> $SUPA)
✅ Increase in authorized preferred shares from 10m to 100m
At closing, Metaplanet will contribute 2,100 BTC + $2.5m USD in exchange for 44.86m common shares, 100 shares of Strategic Alliance Preferred Stock, and common stock warrants representing up to ~$3.4b of potential equity capital.
Based on the ~3.0m Super League shares outstanding as of September 29, Metaplanet would own ~93.7% of Superplanet's common stock at closing. All shares to be held by Metaplanet are subject to a five-year lock-up.
The Strategic Alliance Preferred carries no preferred dividend or liquidation preference; its purpose is governance. While Metaplanet holds it, Metaplanet's consent is required for charter amendments, mergers or changes of control, and designation of a board majority.
As outlined in the proxy, Superplanet intends to grow BTC per share primarily by issuing senior, non-convertible perpetual preferred stock rather than debt.
Metaplanet will also hold a 24-month right to subscribe for up to $210m of unlisted Junior Liquidity Support Preferred Stock. If issued, it would pay SOFR + 4.00% and rank junior to any senior preferred Superplanet may issue, allowing Metaplanet to provide subordinated capital in support of the balance sheet.
A new chapter begins soon. 🇺🇸🪐
Metaplanero retweeted
We are pleased to note that Super League ($SLE) shareholders have voted to approve the proposed Metaplanet transaction, an important step in our transformation from a Bitcoin treasury company into a global Bitcoin-native financial platform.
Upon close, Superplanet will be our U.S.-listed Bitcoin treasury platform, providing direct access to U.S. capital markets and greater flexibility to opportunistically raise capital.
Together with Metaplanet Securities in Japan, we will have complementary platforms in two of the world’s most important capital markets, enabling us to raise and deploy capital internationally while advancing our ambitions across Bitcoin treasury, financing, financial products and asset management.
This is another exciting milestone as we build for the long term. Stay tuned for more as we move towards close.
Super League stockholders have approved every proposal at last week's annual meeting, including:
✅ Issuance of common stock and warrants to Metaplanet
✅ Name change to Superplanet, Inc. ($SLE -> $SUPA)
✅ Increase in authorized preferred shares from 10m to 100m
At closing, Metaplanet will contribute 2,100 BTC + $2.5m USD in exchange for 44.86m common shares, 100 shares of Strategic Alliance Preferred Stock, and common stock warrants representing up to ~$3.4b of potential equity capital.
Based on the ~3.0m Super League shares outstanding as of September 29, Metaplanet would own ~93.7% of Superplanet's common stock at closing. All shares to be held by Metaplanet are subject to a five-year lock-up.
The Strategic Alliance Preferred carries no preferred dividend or liquidation preference; its purpose is governance. While Metaplanet holds it, Metaplanet's consent is required for charter amendments, mergers or changes of control, and designation of a board majority.
As outlined in the proxy, Superplanet intends to grow BTC per share primarily by issuing senior, non-convertible perpetual preferred stock rather than debt.
Metaplanet will also hold a 24-month right to subscribe for up to $210m of unlisted Junior Liquidity Support Preferred Stock. If issued, it would pay SOFR + 4.00% and rank junior to any senior preferred Superplanet may issue, allowing Metaplanet to provide subordinated capital in support of the balance sheet.
A new chapter begins soon. 🇺🇸🪐
🤖 Made with AI
Super League stockholders have approved every proposal at last week's annual meeting, including:
✅ Issuance of common stock and warrants to Metaplanet
✅ Name change to Superplanet, Inc. ($SLE -> $SUPA)
✅ Increase in authorized preferred shares from 10m to 100m
At closing, Metaplanet will contribute 2,100 BTC + $2.5m USD in exchange for 44.86m common shares, 100 shares of Strategic Alliance Preferred Stock, and common stock warrants representing up to ~$3.4b of potential equity capital.
Based on the ~3.0m Super League shares outstanding as of September 29, Metaplanet would own ~93.7% of Superplanet's common stock at closing. All shares to be held by Metaplanet are subject to a five-year lock-up.
The Strategic Alliance Preferred carries no preferred dividend or liquidation preference; its purpose is governance. While Metaplanet holds it, Metaplanet's consent is required for charter amendments, mergers or changes of control, and designation of a board majority.
As outlined in the proxy, Superplanet intends to grow BTC per share primarily by issuing senior, non-convertible perpetual preferred stock rather than debt.
Metaplanet will also hold a 24-month right to subscribe for up to $210m of unlisted Junior Liquidity Support Preferred Stock. If issued, it would pay SOFR + 4.00% and rank junior to any senior preferred Superplanet may issue, allowing Metaplanet to provide subordinated capital in support of the balance sheet.
A new chapter begins soon. 🇺🇸🪐
Metaplanero retweeted
Super League stockholders have approved every proposal at last week's annual meeting, including:
✅ Issuance of common stock and warrants to Metaplanet
✅ Name change to Superplanet, Inc. ($SLE -> $SUPA)
✅ Increase in authorized preferred shares from 10m to 100m
At closing, Metaplanet will contribute 2,100 BTC + $2.5m USD in exchange for 44.86m common shares, 100 shares of Strategic Alliance Preferred Stock, and common stock warrants representing up to ~$3.4b of potential equity capital.
Based on the ~3.0m Super League shares outstanding as of September 29, Metaplanet would own ~93.7% of Superplanet's common stock at closing. All shares to be held by Metaplanet are subject to a five-year lock-up.
The Strategic Alliance Preferred carries no preferred dividend or liquidation preference; its purpose is governance. While Metaplanet holds it, Metaplanet's consent is required for charter amendments, mergers or changes of control, and designation of a board majority.
As outlined in the proxy, Superplanet intends to grow BTC per share primarily by issuing senior, non-convertible perpetual preferred stock rather than debt.
Metaplanet will also hold a 24-month right to subscribe for up to $210m of unlisted Junior Liquidity Support Preferred Stock. If issued, it would pay SOFR + 4.00% and rank junior to any senior preferred Superplanet may issue, allowing Metaplanet to provide subordinated capital in support of the balance sheet.
A new chapter begins soon. 🇺🇸🪐
Metaplanero retweeted
$SLE stockholders approved the Metaplanet deal
At the Oct 16 annual meeting (10:00 a.m. PDT), the inspector of elections' preliminary report said every proposal "received the required votes":
- P2: issuance of up to 435,859,500 shares to Metaplanet and Evo
- P3: new certificate of incorporation
- 4A–4G (advisory), incl. the name change to Superplanet, Inc.
- P1 directors
- P5 equity plan (+6M shares)
- P6 auditor
- P7 adjournment
No vote counts were read out. The final tally comes in an 8-K "within four business days", so Thursday, Oct 22 at the latest
The meeting replay (27 min, audio only) is now open to anyone at
virtualshareholdermeeting.co…
🤖 Made with AI
$SLE stockholders approved the Metaplanet deal
At the Oct 16 annual meeting (10:00 a.m. PDT), the inspector of elections' preliminary report said every proposal "received the required votes":
- P2: issuance of up to 435,859,500 shares to Metaplanet and Evo
- P3: new certificate of incorporation
- 4A–4G (advisory), incl. the name change to Superplanet, Inc.
- P1 directors
- P5 equity plan (+6M shares)
- P6 auditor
- P7 adjournment
No vote counts were read out. The final tally comes in an 8-K "within four business days", so Thursday, Oct 22 at the latest
The meeting replay (27 min, audio only) is now open to anyone at
virtualshareholdermeeting.co…
🤖 Made with AI
$SLE / Superplanet vote: when will we know?
- At the meeting: companies usually say whether each proposal passed when the polls close. That's for logged-in stockholders only
- Press release: if it passes, expect one from SLE and a notice from Metaplanet, likely within hours
- 8-K (Item 5.07): the SEC requires the official tally within 4 business days, so Thursday, Oct 22 at the latest. That's a deadline, not a waiting period. It can come today
- If Proposal 3 is short of votes, they can adjourn the meeting to keep collecting proxies. That would also be announced
Correction
False alarm on watching the $SLE meeting as a guest
The proxy's "Guest" login is for street-name holders, not the public. The live login page only offers a stockholder login with a 16-digit control number
If you're not a shareholder, you can't get in 😭😭
$SLE / Superplanet vote
What's left..
Internet and phone voting closed last night: Oct 15, 8:59 p.m. PDT
Meeting: today, Oct 16, 10:00 a.m. PDT
It's virtual only, Not a shareholder? You can still watch at
virtualshareholdermeeting.co…
Metaplanero retweeted
SUPER LEAGUE ENTERPRISE, INC. is hosting a Virtual Stockholder Meeting on Friday, October 16, 2026 at 10:00 a.m., Pacific Time, and the stockholders of record will be able to vote and ask questions online during the meeting. If you would like to attend the virtual meeting and have your control number, please log in 15 minutes prior to the start of the meeting.
Looking forward to this. I hope to have the opportunity to ask some questions.
#Superplanet #Metaplanet $SUPA $MPJPY
$SLE / Superplanet vote
What's left..
Internet and phone voting closed last night: Oct 15, 8:59 p.m. PDT
Meeting: today, Oct 16, 10:00 a.m. PDT
It's virtual only, Not a shareholder? You can still watch at
virtualshareholdermeeting.co…
$SLE / Superplanet vote
What's left..
Internet and phone voting closed last night: Oct 15, 8:59 p.m. PDT
Meeting: today, Oct 16, 10:00 a.m. PDT
It's virtual only, Not a shareholder? You can still watch at
virtualshareholdermeeting.co…
Metaplanero retweeted
A bitcoin treasury company funded only by preferred equity has one problem in a bull run: it can only raise after the price rises.
My new explainer video walks through it with a hypothetical Treasury Co.
#DigitalCredit $MSTR $ASST #Metaplanet #SWC
The vote is tomorrow
xitter.cf/metaplanero/status/210…
1/ SLE / SUPERPLANET: three days to the vote
On Friday, October 16, Super League stockholders vote on the deal that would turn SLE into Metaplanet's US bitcoin platform
Everyone is asking whether the deal is good
Almost nobody is asking whether it can pass
I read the proxy and every filing since
The vote math is tighter than people think 👇
Metaplanero retweeted
As I’ve said repeatedly lately, I feel bad for the Metaplanet shareholders who were shaken out by the influencer campaign — one that aggressively promoted $ASST while spreading extreme FUD about #Metaplanet
In my view, $MPJPY upside potential is significantly greater than $ASST
Metaplanero retweeted
Bitcoin had a 2% pullback after a hot Sep CPI release.
Today will be a good time for Dylan to deploy some of the rest ¥9B OPEN MARKET buybacks, which puts an active floor under every macro dip leading into the $SUPA ticker flip next week.
#Metaplanet $3350 $MPJPY
Metaplanet announced ¥52b of zero-coupon Euro-yen convertible bonds due 2031, together with a concurrent share repurchase. Terms are now final, and the initial repurchase was completed this morning.
The conversion price is ¥339, a ~30% premium to the reference share price and above 1.0x mNAV at launch.
Through ToSTNeT-3, we repurchased 73,981,400 shares at ¥261, a discount to NAV, for a total of ¥19.3b, or roughly 5.4% of shares outstanding.
A further ¥23.6b will partially repay our credit facility, releasing bitcoin currently pledged as collateral and giving us greater flexibility to execute on our upcoming strategic initiatives.
The remaining ~¥9bn allocated to repurchases can go toward further share buybacks in the market and/or additional facility repayment.
Metaplanero retweeted
Metaplanet authorised a buyback of up to ¥75 billion and bought zero shares in a year. Then, the morning after the programme ended, it bought 73,981,400 shares in one trade.
Why? A buyback needs two things at once: the stock must be cheap (mNAV below 1) and the company must be free to buy (no undisclosed deal). Building on @metaplanero 's timeline, this video shows those two conditions never clearly lined up. In the free windows before May, mNAV was 1.06, 1.19 and 1.00. The discount, around 0.88, came from May 21 to August 17, exactly when Metaplanet was under NDA with Super League.
#Metaplanet $MPJPY 3350 #メタプラネット