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.
00:00 Teaser
01:00 Title Sequence
01:15 Introduction
02:23 Simon Gerovich
04:21 Metaplanet’s Bitcoin Strategy and Saylor’s MSTR Playbook
07:11 The Categoric Bitcoin Treasury Wave in the Market
08:25 The Market and Tax Structure in Japan
10:27 What is mNAV
12:37 BTC Yield, Accretive Dilution
14:02 The Power of the High Multiple in Accretive Dilution
18:00
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