Paarslaars

I'm going to respond to this one on the crypto thread, to avoid going off-topic as people are likely looking for typical japanese net-nets here.

Right now? Metaplanet.

Yeah good times, the LBE companies are also doing well. My SQNS position is up +/- 200% in two weeks. I think we will hit 150-200k by end of this year.

BlackRock isn't buying anything... Their ETFs are.

Only in USD though, nowhere close in EUR. Devaluing shitcoin that dollar

BMNR +3000% in 5 days...

Why would it be a problem? If the puts you sell stay above the strike, you collect the premium and do it again? Though most of their funds come from moving strike warrants they sell to EVO fund. This guy posts a bunch of details on how the moving strike warrants work and how this incentivises EVO fund to sell during certain periods (and suppress the stock). I would assume both...

I own 3350 as I first bought it in june '24 and there was no ADR yet. Now there is though, you can buy MTPLF.

In own quite a few but I do follow them closely. MSTR (US), Metaplanet (JP) and ALTBG (FR) are larger positions, mainly due to gains. I also own DDC and K33. My favorite is still Metaplanet, absolutely relentless execution. SWC seems to be doing extraordinairy well but I cannot buy it. NAKA would also be an interesting one. They hold BTC while also investing in LBEs (Leveraged Bitcoin equities) early on. However due to the ongoing merger it is not clear what you are buying at this point so I am still avoiding it.

Seems like false promises to me... Tom Lee joined BMNR to make it the MSTR of ETH. I don't think this will work out that well but I'm not familiar with ETH. If the US is really going to push all this stablecoin stuff backed by ETH, who knows... With ETH down 30% over the past year and BTC up 70%, I don't think it's going well for ETH, bitcoin dominance is still around ATH.

To summarize the thread.

Yeah I get it, I am mostly in USD so I have accepted the currency impact will help some years and hurt others but it is ust easier to evaluate the portfolio in EUR. This year it hurts though. But I am still up 24% YTD... So no complaining.

Something that potentially could go down in value (bitcoin) is bad collateral. Something that is guaranteed to go down in value (fiat money) is good collateral. Am I getting this right Parsad?

Nicely buying the dip, let's hope the LBEs are doing as well!

Still going to hurt in the morning when I check my portfolio though, was just hitting ATHs... But I'll take a hit for the good of the world, market will recover by end of July anyway.

Texas joins the party.

I have been meaning to look closer into SMLR but haven't gotten around to it. They are the cheapest one at the moment in my opinion. I need to figure out if the market is wrong here or I am missing something...

Come on Jerome.

Unfortunately my broker won't add SWC & H100 to their offer so I'll just keep the extra ALTBG then I guess.

Sold some MSTR today. Still strong conviction long term when they get STRD, STRK and STRF to a larger scale but until then I believe the smaller copy cats will provide much better returns. So made cash available for those.

https://cointelegraph.com/news/vietnam-legalizes-crypto-sets-digital-tech-ambitions

Metaplanet is also trading OTC now under the ticker MTPLF.

I'm not selling overall. I'm buying in one account and selling in another. The account I own ALTBG in currently, only has ALTBG in it. I want to add positions in H100 & SWC and this broker historically has been most cooperative in adding smaller companies to their offer, that is why I am trying to buy them in that account. My ALTBG position is +/- 10% at the moment, one of my highest conviction positions next to Metaplanet, MSTR and Nintendo.

More ALTBG today in one account, hoping my broker of another account van add SWC and H100 to their offer, so I can sell my ALTBG shared on that one for these.

Whales. Long term large holders who have been holding their BTC stacks since 2017 or longer.