Second tranche set. A total of 600 euros.
Metaplanet
Price
Discussion sur 3350
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173Metaplanet Bull thesis
$3350 (+3,63 %) is and remains one of the most asymmetrical investments you can currently make, IF you
- the long-term significance of $BTC (-0,03 %) understands
- can withstand high volatility
- recognize the locational advantage in Japan
- recognizes the mathematics behind the aggressive accumulation of $BTC (-0,03 %) and the associated leverage sees
Here are a few theses that I would like to open up for discussion:
- Metaplanet uses the Japanese carry trade as leverage. They issue preferred shares, such as MERCURY. This costs them 4.9% fixed dividend per year, paid out in yen. For the money from the prefs they buy $BTC. (-0,03 %) Due to the debt-to-GDP in Japan of approx. 260% and the weakness of the yen, which is offset by the constant appreciation of $BTC (-0,03 %) a kind of asymmetrical carry trade arises.
- Because the argument of the lack of income keeps coming up: $3350 (+3,63 %) generated income from the sale of cash-secured puts on $BTC (-0,03 %)the fees that buyers pay when trading options. As a result, they generated around USD 55 million in 2025, with significant growth from quarter to quarter. The first tranche of MERCURY issues generates around USD 7.35m / year in dividends. In Q4 alone, USD 27 million was collected. And this figure could reach USD 150m in Q4/26 if growth remains the same. This could finance USD 3 billion in prefs in just one quarter.
- Expansion into the USA via ADR program since the end of December. Better liquidity, visibility and cheaper financing.
- No exclusion from equity indices by MSCI.
- Regulatory support from Japanese Finance Minister.
- Possible TOPIX inclusion this year.
- NOVA launch. Not much is known about this yet. $3350 (+3,63 %) wants to become the "Bitcoin center" in Japan, similar to Coinbase in the USA, only focused on $BTC (-0,03 %)
$3350 (+3,63 %) was a falling knife for a long time, but anyone who is not put off by this will be delighted. I look forward to your opinions, including critical ones!

Metaplanet
First tranche set $3350 (+3,63 %)
Bullish Crossover (weekly):
Metaplanet 📉📈
$3350 (+3,63 %) has finally gained some momentum. I'm curious to see whether it will continue to take off 🚀 and will remain invested for the time being. Who else?
Metaplanet
$3350 (+3,63 %) what happens?
Damn.
Rewind 2025
After what feels like 99% already presented their Rewind for 2025 two weeks ago, I wonder whether an updated form will now be posted again or whether they are lying to themselves because it doesn't look so good after all? In any case, it's an interesting psychological phenomenon that you naturally present your annual performance when you get the most applause. Most people don't realize that they are simply lying to themselves 😕
Nevertheless, here's to a successful 2026, even if I see the same fate for hype stocks like $IREN (+1,3 %)
$HIMS (-6,44 %)
$3350 (+3,63 %) the same fate as, for example $PYPL (-0,67 %) . What haven't people been predicting for years that shares will skyrocket? Whereby with $HIMS (-6,44 %) and $3350 (+3,63 %) we can already see where the journey is going 📉
It will be exciting to see how $BTC (-0,03 %) it will probably establish itself as a store of value and the big returns are over 😮💨
What's going on today?
$3350 (+3,63 %) kind of sucks again. Does anyone know why?
📊Review of the stock market year 2025
The stock market year 2025 is slowly coming to an end, my dear investors!
So it's time to take a look back at the past year. Even though I'm not usually the type to write such articles, sharing a few thoughts and feelings with you has never been wrong, has it? ✍️
2025 was an extremely turbulent year, wasn't it? 🎢
Led by the "Orange Man 🍑" Donald Trump, whose return to the White House was characterized above all by new tariffs here and tariffs there. His trade policy made plenty of headlines - and caused even more volatility on the markets.
And as it had to come ...
In April, we experienced the flash crash: a crash of the S&P 500 by approx. -25 %triggered by a billboard with the tariff club against the whole world 💥. But the recovery came just as quickly as it was shot out of the cannon 😬💪.
At the same time, investments in AI by the major hyperscalers exploded. Billions flowed into new data centers, chips and cloud infrastructure.
And suddenly the discussions about the "AI bubble" ...
Despite all this turbulence, with the right strategy and patience, it was possible to find opportunities again this year. Many of you on this platform have shown this impressively! 🤩👏
For me, the share of the year definitely goes to $NOVO B (+3,32 %) because I think hardly any other share has made as many headlines as$NOVO B (+3,32 %) - closely followed by $IREN (+1,3 %) and $3350 (+3,63 %)
These three stocks have accounted for what feels like 80% of all articles this year, if I'm not mistaken 😂
For me personally, 2025 was a special year:
Due to an unforeseeable private event, I unfortunately had to sell almost all of my shares. Now I'm starting from scratch again in January 2026 🥲. But that's life - sometimes private matters take priority and you have to start again💪
A big thank you to some Getquin users who have at least me the whole year real added value throughout the year:
@Tenbagger2024
@Multibagger
@BamBamInvest
@Semos25
@Hotte1909
@Klein-Anleger
@Iwamoto
@Simpson
@Crash-Propheteus
@Epi
@Liebesspieler
@TomTurboInvest
@Sansebastian
@stefan_21
@Aktienfox
@EpsEra
@SAUgut777
@thewolfofallstreetz
@WarrenamBuffet
@Dividendenopi
Your input - be it on trading, chart analysis, Bitcoin, crypto, company valuations or financial ratios etc... is simply worth its weight in gold. Getquin would only be half as interesting without you 🤙
(I'm sorry if I've forgotten anyone! 😅)
I hope that you will continue to provide us with stock market stock market knowledgeand provide us with "undiscovered pearls" and discuss with us at eye level. with us at eye level - whether with beginners or veterans - about the ups & downs of the market 🙏🏽.
THANK YOU ! ♥️
Finally, I wish you all Getquin users a blessed Christmas 🎄
Enjoy the time with your loved ones, think about what you have and what really matters. It's often the little things in life that are far too easy to overlook in everyday life 🎁
Write the book ✍️📖2026 with a lot of passion and emotion - and add plenty of new elements. Make the most of your life. But don't forget to make the right decisions in the coming year too. Don't stop learning.
Set priorities: Fill your life with golf balls first - and sand second.
Here's to a successful, healthy and hopefully somewhat calmer stock market year 2026! 📈✨
Thanks for reading🫶
Bye 🫶👋
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