First position Metaplanet collected again

BamBamInvest · 2025-08-12T06:24:24.370075Z

$3350 $BMNR $ETH $BTC $SBET Part of the $BMNR profits with an initial position here. $SBET could follow today. ✌️ Too much fun, but please don't copy it without a strategy.

Saschko@WarrenamBuffet

1D

I also bought more a few days ago

•

4

•

Kai@Kai16081989

1D

Last time I had a good experience with 160% in 3 weeks 😂 But this time I'm staying on the sidelines

•

3

•

BamBamInvest@BamBamInvest

1D

@Kai16081989 yes can be seen 😁

••

GG H.@GGHyperX

1D

Quarterly figures tomorrow 😅

•

2

•

BamBamInvest@BamBamInvest

1D

@GGHyperX yes could give a boost or else buy the dip 😂

•

1

•

Singulus@Singulus

1D

I collect with 😁, 175 pieces at 5,74€.

•

1

•

BamBamInvest@BamBamInvest

1D

@Singulus 👌💪

••

Spacepanda@Spacepanda

21H

@BamBamInvest Congratulations. Rocket 🚀 get going! 😃

•

1

•

BamBamInvest@BamBamInvest

20H

@Spacepanda which of the many rockets exactly 😂

••

Singulus@Singulus

21H

When are the figures in GMT today?

•

1

•

BamBamInvest@BamBamInvest

20H

@Singulus schon da:

💪🚀

Metaplanet Q2 Earnings Results:

- Revenue ¥1.239B ($8.4M) +41% QoQ
- Gross Profit ¥816M ($5.5M) +38% QoQ
- Ordinary Profit ¥17.4B ($117.8M) vs. -¥6.9B
- Net Income ¥11.1B ($75.1M) vs. -¥5.0B
- Assets ¥238.2B ($1.61B) +333% QoQ
- Net Assets ¥201.0B ($1.36B) +299% QoQ

•

2

•

Memo0606@Memo0606

1D

did you buy $BMNR?
and what do you think about the fact that the gel hims has sold off, some say bear signal

••

BamBamInvest@BamBamInvest

1D

@Memo0606 you know that I am in $BMNR and have taken out the stake, half is still in the portfolio, you can see everything in my portfolio. Point 2 doesn't really interest me, it's nice that he's indulging himself, and above all you don't know the reason. He also has a big stake in the company, I don't begrudge him that. For me, this is a long-term position, so I ignore the background noise ✌️

•

3

•

BamBamInvest@BamBamInvest

1D

@Memo0606 He has sold time and again and drawn the options. Although the sale is considerable, it represents around 6.5% of his total holdings. I don't begrudge him that.

•

2

•

Tobi@Tobi1853

1D

Would you like to share your strategy for this purchase?

•

1

•

BamBamInvest@BamBamInvest

1D

@Tobi1853 I intend to build up further if the weakness continues (I would even like to see prices around 4-5 euros again) and if it rises, I will let it go. As with $ETH, I also expect $BTC to reach a new ATH by the end of the year. However, I remain flexible and would also pull the ripcord if sentiment changes significantly. However, I also like $3350 as a company because of the tax situation in Japan when dealing with cryptocurrencies, especially as there is hardly any interest on bank deposits there and crypto would be taxable as part of income, which is different with income from securities. There are already articles on this anyway. I remain flexible with the position here, as I do with $BMNR, but also do not set an SL as these companies or shares are very volatile. Thanks to the $BMNR trade and the resulting profits, I am happy to take more risk here, as I also have room to maneuver. I hope this helps you, but I am monitoring the situation very closely, which is why my portfolio is relatively small so that I can keep an overview.

•

4

•

BamBamInvest@BamBamInvest

1D

@Tobi1853 look here: https://getqu.in/McczqG/

••

Chris@Multibagger

1D

@BamBamInvest How do you see the fact that $3350 has turned the rise in BTC into losses? The beginning of the end, or a reduction in the overvaluation and adjustment to reality?

•

1

•

BamBamInvest@BamBamInvest

1D

@Multibagger well, if you look at Mnav in comparison to the past, it has been a good time to buy at this level so far. Stocks have also risen sharply in the last few months and, in my opinion, a lot of capital has shifted into altcoins ( $ETH, $SOL and co ). But if $BTC continues to rise, $3350 will follow. Especially if they stay true to their plan and continue to execute their plan on $BTC stocks. The situation in Japan, which holds a relatively large amount of cash, could also be exciting in the future if $BTC is seen as value preservation and generates higher income/yields. Due to the tax situation, this is also more exciting for the Japanese than a direct investment in crypto. Exciting times. But as I said, I am also taking more risk here and have no problem hodling or pulling the ripcord. The more I deal with $BTC and read about it, the more confident I become. As with $ETH, I would only invest in the 1-3 largest treasury companies. In my opinion, these would also benefit if they could perhaps take over the smaller ones in the event of $BTC weakness or financial difficulties.

•

3

•

BamBamInvest@BamBamInvest

1D

@Multibagger can recommend the book - The Bitcoin Standard (Saifedean Ammous). It generally provides a good insight into currency systems and hard/soft currency

•

1

•

BamBamInvest@BamBamInvest

1D

@Multibagger After the rise, a digestion and reduction of the valuation is also good, although it must also be noted that they have increasingly reacquired $BTC during the correction. mNAV is currently at 2.2 according to the Metaplanet website.

https://metaplanet.jp/en/analytics

•

1

•