Simon Gerovich (https://x.com/gerovich) is the President and Board Rep Director of the top company in the world right now in stock performance, Metaplanet ($MTPLF). After adopting a bitcoin treasury strategy following the footsteps of Michael Saylor's Strategy formerly Microstrategy ($MSTR). Metaplanet shot up to the top of the Japanese stock market and the globe in 2024 and maintains that top ranking today. Simon drops by the studio to talk shop on how he got here, valuation metrics on this new category of company, the ins and outs of accretive dilution, the evolving nature of this capital strategy and how markets are reacting. If you were curious about what all the hubbub is around bitcoin treasury companies recently and the seismic moves throttling markets lately, this is the episode to watch.
00:00Teaser 01:00Title Sequence 01:15Introduction 02:23Simon Gerovich 04:21Metaplanet's Bitcoin Strategy and Saylor's MSTR Playbook 07:11The Categoric Bitcoin Treasury Wave in the Market 08:25The Market and Tax Structure in Japan 10:27What is mNAV 12:37BTC Yield, Accretive Dilution 14:02The Power of the High Multiple in Accretive Dilution 18:00Months to mNAV Coverage 20:35Capturing Aggression of Bitcoin Accumulation 21:47Capital Strategies in Metaplanet's Future 24:27Attracting Different Types of Investors 27:22Leading the Bitcoin Treasury Movement 31:00Competition in the Bitcoin Treasury Company World 34:03Institutional Investor Involvement 37:03Retail Projections: Bitcoin ETF, Tax-Free Investment Schemes 38:34Allocation of Capital
Podden och tillhörande omslagsbild på den här sidan tillhör
Richard Byworth. Innehållet i podden är skapat av Richard Byworth och inte av,
eller tillsammans med, Poddtoppen.
