Hello!
Today I spent some time reading the Metaplanet analytics page, see here: https://metaplanet.jp/en/analytics.
I try to check it from time to time because this company is becoming something very unique. When I look at their numbers now, it feels almost unreal how fast they changed. One year ago I did not even know they existed, and now they hold a big amount of Bitcoin on their balance sheet. They show the number clearly on their site. No guessing. No tricks. Just open information.
What surprised me most is how cheap the market values them right now. Their share price is below the value of the Bitcoin they own. When I see this kind of situation, it feels like the market is sleeping or maybe tired of everything. I do not pretend to be an expert, but to me it looks strange. If you own something worth more, normally price goes higher. Here it goes the opposite. It makes me think that sometimes the market acts with fear and not with logic.
Another thing that caught my eye is how they keep updating their performance since they started buying Bitcoin. The return from the beginning is huge. When you see that number, you understand how serious this decision was. They really changed the direction of the company. It is not a small experiment anymore. It is a full strategy.
Even if I do not understand all the financial words, the page gives me a clear feeling. It feels like a company trying to show everything without hiding. They put charts, numbers, total Bitcoin amount, even how much they spent buying. It feels like honesty, something rare today.
Of course it is risky. Bitcoin goes up and down fast and that can make the company swing too. But I like that they try something bold. When everyone else stays in the safe zone, they try to build a new identity around hard money. Maybe in the future many people will understand why they did this. For now, it is just interesting to watch a company that is not afraid to bet on something it believes in.
Stay safe out there!
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