Dylan LeClair@DylanLeClair · 4 天前观点输出https://t.co/69KzsZHQrX
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dylan LeClair@DylanLeClair · 5 天前市场影响Super League stockholders have approved every proposal at last week's annual meeting, including:
✅ Issuance of common stock and warrants to Metaplanet
✅ Name change to Superplanet, Inc. ($SLE -> $SUPA)
✅ Increase in authorized preferred shares from 10m to 100m
At closing, Metaplanet will contribute 2,100 BTC + $2.5m USD in exchange for 44.86m common shares, 100 shares of Strategic Alliance Preferred Stock, and common stock warrants representing up to ~$3.4b of potential equity capital.
Based on the ~3.0m Super League shares outstanding as of September 29, Metaplanet would own ~93.7% of Superplanet's common stock at closing. All shares to be held by Metaplanet are subject to a five-year lock-up.
The Strategic Alliance Preferred carries no preferred dividend or liquidation preference; its purpose is governance. While Metaplanet holds it, Metaplanet's consent is required for charter amendments, mergers or changes of control, and designation of a board majority.
As outlined in the proxy, Superplanet intends to grow BTC per share primarily by issuing senior, non-convertible perpetual preferred stock rather than debt.
Metaplanet will also hold a 24-month right to subscribe for up to $210m of unlisted Junior Liquidity Support Preferred Stock. If issued, it would pay SOFR + 4.00% and rank junior to any senior preferred Superplanet may issue, allowing Metaplanet to provide subordinated capital in support of the balance sheet.
A new chapter begins soon. 🇺🇸🪐
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
Dylan LeClair@DylanLeClair · 11 天前赛道影响Metaplanet announced ¥52b of zero-coupon Euro-yen convertible bonds due 2031, together with a concurrent share repurchase. Terms are now final, and the initial repurchase was completed this morning.
The conversion price is ¥339, a ~30% premium to the reference share price and above 1.0x mNAV at launch.
Through ToSTNeT-3, we repurchased 73,981,400 shares at ¥261, a discount to NAV, for a total of ¥19.3b, or roughly 5.4% of shares outstanding.
A further ¥23.6b will partially repay our credit facility, releasing bitcoin currently pledged as collateral and giving us greater flexibility to execute on our upcoming strategic initiatives.
The remaining ~¥9bn allocated to repurchases can go toward further share buybacks in the market and/or additional facility repayment.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Dylan LeClair@DylanLeClair · 2026/09/24政策影响Digital Credit ETF just dropped. Starting with two variable rate securities, so far. https://t.co/cXsVogh4Rq
AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。
Dylan LeClair@DylanLeClair · 2026/09/22观点输出https://t.co/EZDeqJxQ7L
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dylan LeClair@DylanLeClair · 2026/09/17观点输出👀
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dylan LeClair@DylanLeClair · 2026/09/07观点输出👀
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dylan LeClair@DylanLeClair · 2026/09/05观点输出👇
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dylan LeClair@DylanLeClair · 2026/09/02观点输出*YIELD ON GLOBAL BOND GUAGE RISES TO HIGHEST SINCE 2008*
Got bitcoin:native? https://t.co/igPS8cXkoH
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Dylan LeClair@DylanLeClair · 2026/09/01观点输出👇
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
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