Months to Cover Ranking – September 8, 2025
1. H100: 1.4 months
2. SWC: 1.5 months
3. MTPLF: 3.6 months
4. ALCPB: 5.5 months
5. MSTR: 18.2 months
My key metric for evaluating BTC Treasury Companies is Forward Months to Cover (FMC). It's based on the Forward mNAV, which assumes…
The MC of 3350 / $MTPLF is ~$3.6B w/ 20K BTC. Strategy had a ~$3.6B MC Dec. 2020 w/ 70K BTC. Strategy went through their hyper-growth phase from 2021-2024 (~3 years).
Metaplanet started accumulating Bitcoin in 2024, and have a goal to reach 210K BTC (1% of supply) by 2027, which…
US Inflation: 1.98% 🇺🇸
Inflation remains close to 2%, up from the previous month but down considerably from recent days.
Markets are expecting interest rate cuts this month.
How do you think the Fed should act?
🔥Metaplanet Stacks 136 BTC🔥
Giant share offering on the way.
MSW paused for rest of September.
Still chugging along, scooping up slices of digital immortality.
136 wholecoiners vanished.
GIGGITY.
🔥Metaplanet Stacks 136 BTC🔥
Giant share offering on the way.
MSW paused for rest of September.
Still chugging along, scooping up slices of digital immortality.
136 wholecoiners vanished.
GIGGITY.
.@Metaplanet_JP in Japan #3350, looks like it still wants to fill the gap (1) roughly 7% lower (2) than where it's at this morning. NOTE - That's the LAST gap fill.
If that's the bounce zone, than here's (3) the following FIB Extension targets.
Metaplanet has acquired 136 BTC for ~$15.2 million at ~$111,666 per bitcoin and has achieved BTC Yield of 487% YTD 2025. As of 9/8/2025, we hold 20,136 $BTC acquired for ~$2.08 billion at ~$103,196 per bitcoin. $MTPLF
Why should a BTCTC sell BTC to buy back shares at mNAV < 1?
✅stops the rot and shows market that mNAV floor should always be 1x
✅this exercise won’t need to be done often: markets are intelligent
✅it increases BTC per share / bitcoin yield
$SBET is insanely undervalued right now. Most folks just don’t get the massive risk-to-reward potential here.
If you’re betting long-term on $ETH crushing it, then SBET going bust is pretty much off the table.
Snap up $15,000 worth of SBET at $15 a share, and boom, you’ve got…
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