Metaplanet CEO 回应匿名指控，披露比特币及期权操作细节

Core Viewpoint - Metaplanet's CEO Simon Gerovich publicly addressed accusations from anonymous accounts, emphasizing the company's strategic approach to capital allocation and transparency in operations [1] Group 1: Capital Allocation and Strategy - Over the past six months, Metaplanet has shifted more capital towards revenue-generating activities due to increased volatility, profiting from selling put options and put spreads, with part of the proceeds used for long-term Bitcoin purchases [1] - The company disclosed all four Bitcoin purchases made in September, indicating a strategy focused on systematic long-term accumulation rather than market timing [1] - The option trading strategy has effectively reduced the cost of acquiring Bitcoin, rather than speculating on price increases [1] Group 2: Financial Performance - The company's operating profit reached 6.2 billion yen, reflecting a year-on-year increase of 1694%, which demonstrates the quality of its strategic approach [1] - Regular losses reported are primarily due to unrealized valuation changes, not operational inefficiencies [1] Group 3: Transparency and Disclosure - Metaplanet has timely disclosed its credit limit settings and three withdrawals made between October and December, providing details on borrowing amounts, collateral, interest rate structures, purposes, and conditions [1] - While the identities of lenders and specific interest rates were not disclosed due to counterparties' requests, the conditions are favorable for the company [1]