Metaplanet: Trades Near Book, Underrated Structural Benefits
Seeking Alpha·2025-12-01 16:43

Core Viewpoint - MetaPlanet (OTC:MTPLF) is identified as a viable option for investing in a substantial Bitcoin balance sheet, currently valued at its liquidation value, holding approximately 30,800 BTC as of late 2025, positioning it among the largest holders in the market [1] Group 1: Investment Philosophy - The investment philosophy emphasizes deep fundamentals, impactful narratives, and Austrian economics as guiding principles [1] - A distinction is made between long-horizon and short-horizon research, with long-horizon focusing on digital assets, macroeconomic factors, and general value opportunities, while short-horizon research targets options and volatility for income generation and hedging [1] Group 2: Market Position - MetaPlanet's significant Bitcoin holdings place it among the largest entities in the digital asset space, indicating a strong market position [1]