Joseph Lubin says this:

What we’ll cover today:

📉 Why VanEck is calling out Bitcoin-holding companies for diluting your stake

🐉 Metaplanet’s wild BTC sprint to 210,000 coins

🏦 Joseph Lubin says Wall Street is about to get DeFi-pilled (and it’s already happening)

Bitcoin Stocks Are About to Get Diluted 💸

VanEck’s Matthew Sigel warns Bitcoin-holding companies like MicroStrategy may be harming shareholders with their stock strategies near NAV levels.

🚨Breaking News:
Companies issuing shares near Bitcoin NAV levels risk shareholder dilution. Sigel says it’s time for smarter capital moves and accountability.

⚡Wire Simplified –

• NAV = value of Bitcoin held ÷ number of shares.

• Stocks trading near NAV means new shares don’t add value.

• Sigel wants firms to pause stock issuance below 0.95x NAV.

• Buybacks and NAV-focused executive pay are key suggestions.

• 61 companies now hold 3.2% of all Bitcoin; 58 trade above NAV.

✔️Straight to the Point:
If you’re buying Bitcoin exposure via stocks, be careful—dilution could eat your share. Not every treasury strategy is smart.

FROM OUR FOUNDER…

The Smartest Way to Grow Your Newsletter 🚀

Tired of low-quality subs and wasted ad spend? I’ve scaled AI, fintech, SaaS, and multiple niche specific newsletters with real, engaged and high intent subscribers. Would love to do the same for you!

✅ 40%+ open rates—no bots, no junk leads.
✅ No ad management fees—just pay per engaged subscriber.
✅ First-party data & proprietary methods ensure quality.
✅ Risk-free scaling—we’ve built and grown newsletters ourselves.

📩 Want high-intent subscribers that actually engage? Let’s talk.

Metaplanet’s Bitcoin Binge Hits 10,000 BTC 🚀

Tokyo-listed Metaplanet just bought over 1,100 BTC, smashing its 2025 goal and eyeing a massive 1% of Bitcoin supply.

🚨Breaking News:
Metaplanet now holds 10,000 BTC and plans to reach 210,000 BTC by 2027-1% of total Bitcoin ever to exist.

⚡Wire Simplified –

• Bought 1,112 BTC for $110M via zero-interest bond to EVO Fund.

• Target: 100K BTC by 2026, 210K by 2027.

• BTC Yield tracks Bitcoin per share to reflect true investor value.

• Metaplanet issued 21M share rights earlier this year.

• Now Asia’s biggest BTC-holding company; #8 globally.

✔️Straight to the Point:
Metaplanet isn’t just buying Bitcoin - they’re hoarding it like a dragon. But can this pace hold without burning out shareholders?

Wall Street Is About to Get DeFi-Pilled 🧠📈

Ethereum co-founder Joseph Lubin says Wall Street is gearing up to go deep on DeFi, Bitcoin, and ETH strategies.

🚨Breaking News:
Lubin predicts a flood of institutional money into Ethereum and DeFi, now that regulatory pressure is cooling under Trump.

⚡Wire Simplified –

• Lubin: Institutions want in on ETH + DeFi as crypto demand spikes.

• SEC’s crackdown has softened under new leadership.

• ETH spot ETFs bring $3.85B inflows - Wall Street’s warming up.

• Builders urged to innovate and make DeFi irresistible.

• MicroStrategy and similar firms are models institutions now study.

✔️Straight to the Point:
Wall Street is no longer ignoring crypto - they’re taking notes. DeFi might go from underdog to Wall Street darling real soon.