A Deeper dive into: The The Blockchain Group BTC Bond’s Embedded Optionality and Its Impact on $ALTBG’s Balance Sheet For $ALTBG followers, a lesser understood aspect of the BTC-denominated convertible bonds is the embedded optionality and how it transforms the company’s balance sheet into a

I’m digging into The Blockchain Group (ALTBG) and keep bumping up against their BTC-denominated debt. My read (tell me if I’m off): 1.ALTBG borrows actual coins—~858 BTC so far—and books them as assets. Headline “BTC yield” looks 🔥 because the stack jumps and no new shares hit

Why Don’t You Own Any Bitcoin?

bitcoin is the hurdle rate.

Don't Look ₿ack in Anger

Finally, a meme that gets it.

Blake Yes I would agree

MetaPlanet vs MicroStrategy, same playbook—vastly different torque: • Forward BTC-yield: 400 % (MetaPlanet) vs 30 % (MSTR) • TTM BTC-yield: 1,000 % vs 90 % Japan’s edge: sub-1 % JGBs, no spot-BTC ETF, NISA 0 % CGT. 3350.T is the only compliant proxy—hence the bid +

MetaPlanet (3350.T) just clocked ≈1,000 % BTC-yield over the last 12 months and guides ≈400 % p.a. going forward. I haven’t seen comparable BTC-yield guidance from Semler Scientific, but if their stack-growth run-rate is materially lower, doesn’t the relative torque favor a

🚀Metaplanet Roundtable #3🚀 W/legends Climb That Ladder 🌎🚀 Ryan Brian Brookshire (Bitcoin Overflow) 🚀 When will $MTPLF hit 210,000 Bitcoin and how high by 2035? Price projections for 2025🚀 Tuesday morning 9 am PST June 17th hosted from BTC Prague 🔥: youtube.com/live/8YUPt2X82…

ストームリサーチ社が、555ミリオンプランを踏まえたリサーチ・レポートを公表しております。是非ご覧ください！ Storm Research has published a research report based on the 555 Million Plan. Please take a look! stormresearch.co.uk/hubfs/Metaplan…

Ser Blake will join 🚀Metaplanet Roundtable #3🚀 😜 - local friend ftom SoCal recently on Stephan Livera talking LBEs 🚀🚀

Thank you Ben Werkman for the dialogue. Really appreciate it.

Cole Walmsley This is the release valve of the Fiat system. Right now it is very minor. Then it becomes a stampede.