LATEST ESSAYS
September 14, 2025 · By ERIC KIM
メタプラネットは単なる企業ではない——日本発のビットコイン怪物が目を覚ましたのだ。次の理由で、日本でナンバーワン企業になる運命にある。 🥷 サムライ・ビットコイントレジャリー メタプラネットは他の日本企業が誰もやらなかったことをやった: これはまさにマイクロストラテジーのプレイブックを日本市場で再現したものであり、競合はほぼゼロ。 🚀 2027年までに21万BTC — これは戦争だ メタプラネットは小さなことを考えていない。 取締役会は巨額の資金調達を承認し、ビットコインをさらに購入する計画だ。 2027年までに21万BTCを保有することを公言している——これは発行上限の約1%に相当する。 想像してみてほしい: これは夢ではない。数学的な複利 + 希少性経済学がそうさせる。 🧠 ブランド + ナラティブ支配 メタプラネットは単にサトシを積み上げるだけでなく、物語を支配している。 信頼と長期的視点を重視する日本市場で、この透明性とブランド戦略は極めて強力だ。 💴 円安というマクロ・スーパーチャージャー 円は弱体化し、日本の債務はGDP比260%超。伝統的な貯蓄者は焼かれている。 メタプラネットは日本人投資家に以下を提供する: これは究極のマクロヘッジであり、円への不安が高まるほど資金はメタプラネットに流れ込む。 🦾 モメンタム + FOMO + 反射性 彼らが買うたびに、BTCは希少になり価格が上昇する。 価格上昇 → 時価総額増加 → 調達余力増加 → さらにBTC購入 → 価格上昇… 正のフィードバックループが形成される。 これはMSTR以上のハイパーレバレッジ・フライホイールだ。 🏆 ナンバーワンへのロードマップ ハイパーブル予想: メタプラネットはアジアのビットコイン金融中枢になる。 TL;DR メタプラネット = 日本のマイクロストラテジー × アジアのフィデリティ […]
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September 14, 2025 · By ERIC KIM
Metaplanet isn’t just a company — it’s a Japanese Bitcoin MONSTER waking up. Here’s why it’s destined to become the #1 company in Japan — not in 10 years, not in 5 — but potentially in the next market cycle. 🥷 THE SAMURAI BITCOIN TREASURY Metaplanet has done something NO OTHER JAPANESE COMPANY has dared […]
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September 14, 2025 · By ERIC KIM
Metaplanet has been making bold moves, and there are a lot of reasons to believe it could become the #1 company in Japan. Here’s a breakdown of its strategic strengths, opportunities, and how it might pull it off — plus a few risks to watch. If you want, I can put this into a slide-deck-style […]
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September 14, 2025 · By ERIC KIM
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September 14, 2025 · By ERIC KIM
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September 14, 2025 · By ERIC KIM
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September 14, 2025 · By ERIC KIM
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September 14, 2025 · By ERIC KIM
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September 14, 2025 · By ERIC KIM
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September 14, 2025 · By ERIC KIM
🔧 What you’ll need 🛠 Reset Procedure ⚠️ Tips & Common Gotchas If you want, I can send you a visual or video link so it’s even easier! Want me to grab that for you?
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September 13, 2025 · By ERIC KIM
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September 13, 2025 · By ERIC KIM
ERIC PLAYBOOK TO OLYMPUS (2035) Core identity: MSTR ≈ (BTC per share) × (BTC price) × (premium to NAV). Your Olympus triggers (act when these lights go green) BTC Bands → Playbook Issuance cadence (feed the rocket) Premium guardrails (mNAV) Optionality that keeps multiples sticky Headline targets (Eric-scale) Using the simple model Price = BPS […]
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September 13, 2025 · By ERIC KIM
A) US ETF (best for 3×), B) US ETN (cleanest path for 4×), C) EU/UK/CH ETP (market-norm for 3×/4×). Phase 0 — Decide the Wrapper (one-page decision) Lock this choice first; everything flows from it. Phase 1 — Sponsor shell & governance Phase 2 — Core service providers (term sheets out) Phase 3 — Derivatives […]
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September 13, 2025 · By ERIC KIM
Max-Torque: Practical Protocol (Rack-Pull & Deadlift) 1) Quick wins you can do today 2) “Torque Savings” cheat card (use at setup) At ~600 kg, every 1 cm you bring the bar closer to your hips/spine saves ≈ 59 N·m of external torque and ≈ 1.18 kN off the erectors. 3) Pre-lift micro-warmup (3–4 minutes) 4) […]
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September 13, 2025 · By ERIC KIM
ERIC-SCALE 2035 HYPER-BULL MODEL (how we get insane) Core identity: MSTR ≈ (BTC per share) × (BTC price) × (premium to NAV). Right now, Strategy/MicroStrategy holds about 638,460 BTC and sits near ~283–284M shares outstanding (post 10-for-1 split), which pencils to ~2.25 mBTC/share baseline ammo. I built you a live grid you can scan and […]
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September 13, 2025 · By ERIC KIM
STR3 / STR4 — MicroStrategy Daily Megaleverage by ERIC KIM Mission: Convert MSTR volatility → velocity. Daily-reset 3× and 4× long, institution-grade plumbing, zero mystique. If you crave convexity, here’s your sword. 1) The Zero-Fluff Term Sheet 2) Engine Room (How It Actually Works) Holdings: T-bills/cash + total-return equity swaps on MSTR across 3–5 dealers. […]
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September 13, 2025 · By ERIC KIM
Read this like a war cry, not a memo. The mission is simple: turn cheap yen into unstoppable Bitcoin gravity, compound book value, and bend Japan’s credit markets to Metaplanet’s will. We build the rails, we light the engines, we never ease off the throttle. The Arsenal (brand them, own them) The Flywheel (carve this […]
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September 13, 2025 · By ERIC KIM
By Eric Kim Millennial money has been stuck in a museum—velvet ropes, “come back Monday,” hidden fees under fluorescent lights. Today we light the fuse. MILLI is live in my mind and marching into reality: a joyful, Bitcoin-backed money club for millennials. Spend in fiat, stack in sats, live in sovereignty. No casino vibes. No […]
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September 13, 2025 · By ERIC KIM
The Physics of PR Torque (Rack-Pull/Deadlift) 1) What you’re really fighting 2) Eric’s 602 kg rack-pull—hard numbers Sensitivity bomb (why “bar glued to legs” is king) Acceleration’s role (good but secondary at liftoff) 3) Work & range (why rack-pulls overload) Mechanical work (idealized): W \approx m g \Delta h Lower ROM = less work = […]
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September 13, 2025 · By ERIC KIM
The legal/market rails to ride The Metaplanet credit stack (from simplest to most advanced) 1) Yen Zero-Coupon Convertible Bonds (CBs with stock acquisition rights) 2) BTC-Reserve-Linked Notes (secured) 3) Security-Token Bonds (STO) 4) Warrants / Third-Party Allotments (equity-linked fuel) Risk, optics, and operations (Japan-grade) 90-day launch plan (no excuses, all gas) Day 0–14 Day 15–30 […]
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September 13, 2025 · By ERIC KIM
STR3 / STR4 — The High-Voltage MSTR Daily ETP By Eric Kim I love clean power. I love simple dials that go to 11. And I love instruments that turn conviction into capital velocity. STR3 and STR4 are my answer: daily 3× and 4× long exposure to MicroStrategy (MSTR)—the most Bitcoin-convex equity on planet Earth—wrapped […]
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September 13, 2025 · By ERIC KIM
MILLI — “Your daily money, backed by Bitcoin.” 1) One-line A membership-based money app for millennials that pays you in sats for living your life, gives you low-friction credit when you need it, and proves its solvency every day with transparent, on-chain reserves. 2) Core promise (why millennials care) 3) Flagship products 4) Business model […]
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September 13, 2025 · By ERIC KIM
Short version: price ≈ (BTC per MSTR share) × (future BTC price) × (market premium to NAV). Today’s setup (inputs we can trust) The quick calculator (how to think about it) MSTR ≈ BPS × BTC × Premium, where BPS (BTC-per-share) ≈ 0.0021–0.0025 today. Examples below use mid-range BPS ≈ 0.00225 and premiums of 1.0× […]
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September 13, 2025 · By ERIC KIM
Your 602 kg rack pull is a torque factory—at ~71–72 kg BW that’s ~8.48×–8.36× bodyweight. Now let’s push your one-rep-max torque higher by stacking physics, technique, and programming. 0) Torque in one line Torque (τ) = Force × Moment arm. To lift more, you can (A) produce more force, and/or (B) shrink the bar’s horizontal […]
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September 13, 2025 · By ERIC KIM
Product name & tickers One-page term sheet (investor-facing) How the exposure is built (engineering) Target daily exposure: E_t = L \times \text{Fund NAV}_t where L ∈ {3, 4}. Replicated via total-return equity swaps on MSTR with multiple dealers. Fund holds T-bills/cash as collateral and variation margin. Daily close rebalance: Intraday drift bands (risk): Dealer diversification: […]
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September 13, 2025 · By ERIC KIM
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September 13, 2025 · By ERIC KIM
Better to have a large chunk of cash in MSTU or MSTX, … any 2X levered long MSTR equivalent… ETP, exchange traded product,,, and just a bunch of US dollar $ USD sitting in your bank checking account there something more conservative? 
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September 13, 2025 · By ERIC KIM
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September 13, 2025 · By ERIC KIM
Most vibrant options market What’s better than bitcoin? More bitcoin! Bitcoin amplification model BTC growth factor BTC factor . 1.9x BTC factor MSTR amplifies BTC through intelligent leverage 2.8x, 10 years . Credit amplification *** 3x Bitcoin . Compounding the Bitcoin . Amplification 234x . Credit tab . $111,000 BTC price . I’m a Bitcoin […]
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September 13, 2025 · By ERIC KIM
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September 13, 2025 · By ERIC KIM
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September 13, 2025 · By ERIC KIM
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September 13, 2025 · By ERIC KIM
The general idea and concept is simple: before executing a certain idea, do it precisely in the moment rather than forecasting or planning for the future. I think the reason why this is such a big idea is that typically, we are indoctrinated that planning for the future is somehow virtue. therefore I believe my […]
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