$Kioxia Holdings (285A.JP)$
Hello to all of you sitting on hefty unrealized losses,
Good morning (^o^)🌋💰️🌋
Hello to all of you sitting on hefty unrealized losses,
Good morning (^o^)🌋💰️🌋
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$Kioxia Holdings (285A.JP)$
My three-day weekend has been a daily struggle to breathe ／(^o^)＼
My three-day weekend has been a daily struggle to breathe ／(^o^)＼
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$Kioxia Holdings (285A.JP)$
Every day is a dip to buy! ／(^o^)＼
Every day is a dip to buy! ／(^o^)＼
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$Kioxia Holdings (285A.JP)$
It's hot every day, isn't it? (^o^)♪
I imagine your portfolios are blazing bright red ❤️🔥, but let’s once again fix our bloodshot eyes firmly on stock prices today! (^o^)♪(^o^)♪(^o^)♪
It's hot every day, isn't it? (^o^)♪
I imagine your portfolios are blazing bright red ❤️🔥, but let’s once again fix our bloodshot eyes firmly on stock prices today! (^o^)♪(^o^)♪(^o^)♪
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$Metaplanet (3350.JP)$
On July 13, Metaplanet, a Bitcoin-holding company, established Japan’s first regulated securities firm specializing in Bitcoin-collateralized financial products: 'Metaplanet Securities.' Through this newly formed subsidiary—operating under a Type I Financial Instruments Business registration from Japan’s Financial Services Agency—the company aims to develop and offer products leveraging its parent company’s Bitcoin management expertise.
The new firm will partner with stablecoin issuer JPYC and tokenization platform Progmat to develop 'Project Nova,' a digital credit ecosystem for tokenized corporate bonds backed by Bitcoin. With approximately 43,000 BTC held on its balance sheet—making it Asia’s largest corporate Bitcoin holder—Metaplanet is transforming into a financial services provider offering yield-generating crypto-asset products to Japanese institutional and retail investors. Corporate bond investments yielding 5–8% are also anticipated.
Metaplanet aims to leverage its shareholder and investor base of approximately 250,000 people to create investment opportunities in products based on the parent company’s Bitcoin management expertise...
On July 13, Metaplanet, a Bitcoin-holding company, established Japan’s first regulated securities firm specializing in Bitcoin-collateralized financial products: 'Metaplanet Securities.' Through this newly formed subsidiary—operating under a Type I Financial Instruments Business registration from Japan’s Financial Services Agency—the company aims to develop and offer products leveraging its parent company’s Bitcoin management expertise.
The new firm will partner with stablecoin issuer JPYC and tokenization platform Progmat to develop 'Project Nova,' a digital credit ecosystem for tokenized corporate bonds backed by Bitcoin. With approximately 43,000 BTC held on its balance sheet—making it Asia’s largest corporate Bitcoin holder—Metaplanet is transforming into a financial services provider offering yield-generating crypto-asset products to Japanese institutional and retail investors. Corporate bond investments yielding 5–8% are also anticipated.
Metaplanet aims to leverage its shareholder and investor base of approximately 250,000 people to create investment opportunities in products based on the parent company’s Bitcoin management expertise...
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NewMasao
commented on
$Kioxia Holdings (285A.JP)$
I truly believed that buying Kioxia would make me rich (._.). I sold my shares in the new NISA and undervalued stocks, and went all-in on Kioxia. I was always convinced that earnings expectations driven by AI would never let me down (._.).
But I was wrong.
It was just a crappy stock ／(^o^)＼
Give me back my money![]()
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I truly believed that buying Kioxia would make me rich (._.). I sold my shares in the new NISA and undervalued stocks, and went all-in on Kioxia. I was always convinced that earnings expectations driven by AI would never let me down (._.).
But I was wrong.
It was just a crappy stock ／(^o^)＼
Give me back my money
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NewMasao
reacted to and commented on
$Metaplanet (3350.JP)$
Source:https://progmat.co.jp/concept/st_list/
ST: Security Token
There are 45 listings visible, of which 6 are corporate bonds
We trained an AI model on the rating methodologies of R&I and JCR to assign ratings to Metapura corporate bonds using only publicly available information. However, both agencies place significant emphasis on cash flows under normal conditions, soB+It was.
relative to Okasan Securities Group—the lowest-rated issuer at BBB+,it is six notches lowerresulting in a distinctly speculative-grade rating that falls far short of investment grade.
It's hard to imagine MetaPla’s corporate bonds being included here.![]()
In this situation, even if an incident were to occur, Progmat could legally deflect responsibility by saying, 'We merely tokenized it,'it would still be unable to escape reputational damage.
since tokenization (ST) can also be performed by other providers, in the event of an incident,the loss of high-quality clients would hurt Progmat more.I think.
Progmat’s corporate philosophy is
「co-creating programmable trust'
Thus, in exchange for fee revenue from a single MetaPla transaction, there is a risk of diluting the established position as 'the platform used by major financial institutions and highly creditworthy issuers,'
Source:https://progmat.co.jp/concept/st_list/
ST: Security Token
There are 45 listings visible, of which 6 are corporate bonds
We trained an AI model on the rating methodologies of R&I and JCR to assign ratings to Metapura corporate bonds using only publicly available information. However, both agencies place significant emphasis on cash flows under normal conditions, soB+It was.
relative to Okasan Securities Group—the lowest-rated issuer at BBB+,it is six notches lowerresulting in a distinctly speculative-grade rating that falls far short of investment grade.
It's hard to imagine MetaPla’s corporate bonds being included here.
In this situation, even if an incident were to occur, Progmat could legally deflect responsibility by saying, 'We merely tokenized it,'it would still be unable to escape reputational damage.
since tokenization (ST) can also be performed by other providers, in the event of an incident,the loss of high-quality clients would hurt Progmat more.I think.
Progmat’s corporate philosophy is
「co-creating programmable trust'
Thus, in exchange for fee revenue from a single MetaPla transaction, there is a risk of diluting the established position as 'the platform used by major financial institutions and highly creditworthy issuers,'
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NewMasao
commented on
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NewMasao
reacted to and commented on
$Metaplanet (3350.JP)$
Overall, I felt there were more disclaimers than typical for an 'announcement of collaboration.'
I’ll examine the rationale behind the disclaimers regarding the following three main points.
① It is contingent upon procedures required by laws and regulations, internal corporate approvals at each company, and consultations with relevant authorities and stakeholders.
👉 This likely stems from the parent-subsidiary relationship between Metaplanet and Metaplanet Securities. In other words...
Parent company: “We want to raise as much capital as possible at the lowest interest rate.”
Subsidiary securities firm: “We must impartially review our parent company’s products and assess whether they are disadvantageous to clients.”
Financial Services AgencyThis situation—where a securities firm sells to its clients investment products structured by its own parent and subsidiary entities—isa classic example of a conflict-of-interest transactionas stated.
Therefore,The Japan Securities Dealers Associationrequires its member securities firms toprohibit acting as lead underwriterwhen their parent or subsidiary company issues securities, and mandates the appointment of an independent lead underwriting firm.
Siiibo Securities is a member of the Japan Securities Dealers Association.
In hindsight, if Metaplanet intended this offering to be its own fundraising instrument, it would have clearly been easier from a regulatory and approval standpoint not to fully acquire Siiibo Securities as a subsidiary.
② The role of JPYC is 'Metaplanet...
Overall, I felt there were more disclaimers than typical for an 'announcement of collaboration.'
I’ll examine the rationale behind the disclaimers regarding the following three main points.
① It is contingent upon procedures required by laws and regulations, internal corporate approvals at each company, and consultations with relevant authorities and stakeholders.
👉 This likely stems from the parent-subsidiary relationship between Metaplanet and Metaplanet Securities. In other words...
Parent company: “We want to raise as much capital as possible at the lowest interest rate.”
Subsidiary securities firm: “We must impartially review our parent company’s products and assess whether they are disadvantageous to clients.”
Financial Services AgencyThis situation—where a securities firm sells to its clients investment products structured by its own parent and subsidiary entities—isa classic example of a conflict-of-interest transactionas stated.
Therefore,The Japan Securities Dealers Associationrequires its member securities firms toprohibit acting as lead underwriterwhen their parent or subsidiary company issues securities, and mandates the appointment of an independent lead underwriting firm.
Siiibo Securities is a member of the Japan Securities Dealers Association.
In hindsight, if Metaplanet intended this offering to be its own fundraising instrument, it would have clearly been easier from a regulatory and approval standpoint not to fully acquire Siiibo Securities as a subsidiary.
② The role of JPYC is 'Metaplanet...
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$Kioxia Holdings (285A.JP)$
Source? (；^ω^)
You're not seriously believing Yahoo! News, are you? ／(^o^)＼
Source? (；^ω^)
You're not seriously believing Yahoo! News, are you? ／(^o^)＼
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