And here’s a more bullish version:
1st I asked Grok to figure out the average daily return for Metaplanet since they adopted the bitcoin treasury strategy, this came out to just over 1.4% per day.
2nd I asked Grok to assume that trend would continue for the next 100 trading days. Stock price at the end of the 100 days assuming trend continues: 6961 JPY or $48.03
3rd assume they issue the 555M shares linearly over those 100 trading days (5.55M shares per day)
4th assume BTC increases from $105k to $150k linearly over those 100 trading days.
5th give me the total BTC they would own at the end of the 100 trading days: 133,188 BTC
6th tell me what date 100 TSE trading days is from today: October 1st or 2nd
7th give me a new mNAV/share price chart:

1st I asked Grok to figure out the average daily return for Metaplanet since they adopted the bitcoin treasury strategy, this came out to just over 1.4% per day.
2nd I asked Grok to assume that trend would continue for the next 100 trading days. Stock price at the end of the 100 days assuming trend continues: 6961 JPY or $48.03
3rd assume they issue the 555M shares linearly over those 100 trading days (5.55M shares per day)
4th assume BTC increases from $105k to $150k linearly over those 100 trading days.
5th give me the total BTC they would own at the end of the 100 trading days: 133,188 BTC
6th tell me what date 100 TSE trading days is from today: October 1st or 2nd
7th give me a new mNAV/share price chart:
