Climb That Ladder: Metaplanet Stock Quietly 100x’d, Here’s Why They’re Still All In (w/ Peter Duan)

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Proof of Thought

18 episodes

1 day ago

Welcome to Proof of Thought - the podcast where we break down how companies are using crypto, from billion-dollar Bitcoin treasuries to failed blockchain experiments. If a company has touched crypto, we’re dissecting the strategy behind it

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Climb That Ladder: Metaplanet Stock Quietly 100x’d, Here’s Why They’re Still All In (w/ Peter Duan)

Proof of Thought

45 minutes 38 seconds

3 months ago

Climb That Ladder: Metaplanet Stock Quietly 100x’d, Here’s Why They’re Still All In (w/ Peter Duan)

🔔 Follow and like to help us continue to deliver weekly episodes with the best minds in Bitcoin, crypto, and investing. Turn on notifications now to hear about new videos as soon as they’re released.

*This video was recorded May 22, 2025.

Metaplanet Is Just Getting Started: Bitcoin, Japan, and the Future of Treasury-Backed Stocks.

In this episode, we’re joined by Peter Duan (@BTCBULLRIDER) and Climb That Ladder (@ActuallyClimber) Climb. We discuss:

- Why Metaplanet still has room to run after already delivering a ~37x return in ~1 year

- How to think about BTC treasury companies like MicroStrategy and Metaplanet

- Whether rotating between Bitcoin proxy stocks makes sense

- Building a following on X, learning in public, and leveling up as an investor

- First principles investing and how to survive hard patches

👇 Timestamps

00:12 - How Climb got his start in investing

01:27 - How Pete started investing

03:55 - Why Climb went all-in on Metaplanet in April 2025

07:17 - Why marketing and community matter for BTC treasury companies

16:00 - Metaplanet stock as a Bitcoin call option without the downside

20:14 - After a ~37x run, why Metaplanet may still have room to run

24:26 - How to bounce back from tough investing stretches

25:43 - Rotating between BTC proxy stocks — worth it?

30:10 - Growing a following on X from scratch

41:00 - What’s inspiring Climb and Pete right now

📈 Follow our guests on X:

🔹 Climb – @ActuallyClimber

🔹 Pete – @BTCBULLRIDER

📈 Follow us on X:

🔹 Charles – @CharlesOdeiiii

🔹 Brad – @Braddendum

📢 If you enjoy conversations like this, support the pod by liking, subscribing, and leaving a comment below.💬 What’s your take on Metaplanet vs MicroStrategy? Would you buy here?

DISCLAIMER:

This content is for informational purposes only. Nothing is financial or investment advice. Always do your own research and consult a professional before making any investment decisions. The views expressed are those of the guests and hosts individually.

#Bitcoin #MicroStrategy #Metaplanet #Investing #Japan #MichaelSaylor #HardAssets #Inflation #FederalReserve #DylanLeClair #SimonGerovich #Crypto #Gold #FiscalStimulus #NationalDebt #DeepConversations #MacroInvesting #BitcoinTreasury #Stocks