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@lookonchain @Metaplanet Jbg prodaj👌😂

@lookonchain @Metaplanet down 1.4b on btc is insane

@lookonchain @Metaplanet Buy the highs, Sell the lows

@lookonchain @Metaplanet 43k btc at 96k avg, bruh

@lookonchain @Metaplanet 34% down and shifting 3.8k BTC? feels like they're about to make a bad situation worse

@lookonchain @Metaplanet 3 hours to move a bag that heavy someone was sweating through their hardware wallet

@lookonchain @Metaplanet A transfer isn't a sell. Destination matters here

@lookonchain @Metaplanet $1.4B loss and they're still moving BTC around like that's gonna fix it?? my CoinStats would be screaming at me

@lookonchain @Metaplanet Metaplanet adding 3,881 BTC despite being down $1.4B that's conviction.

@lookonchain @Metaplanet Sell sell sell

@lookonchain @Metaplanet Ouch, that's a heavy bag. But long-term conviction is what matters. Stacking while others panic.

@lookonchain @Metaplanet That’s a huge treasury move. 3,881 BTC hitting wallets demands attention.

@lookonchain @Metaplanet $247M moved in 3 hours while sitting on a $1.4B unrealized loss. Big players don’t panic — they reposition. Watching where this BTC ends up next.

@lookonchain @Metaplanet More…

@lookonchain @Metaplanet Corporate treasuries don't panic-sell their entire stack over an over-the-counter custody shuffle. When a balance sheet player like Metaplanet moves thousands of BTC, they're restructuring collateral or prepping debt obligations—not dumping on spot.

@lookonchain @Metaplanet 短时间转移这么大规模的比特币，市场更容易先解读成卖压，持仓故事反而会被放到后面。

@lookonchain @Metaplanet Lossy shuffle

@lookonchain @Metaplanet Buying the dip with conviction while red is never easy

@lookonchain @Metaplanet Metaplanet just moved 3,881 BTC worth ~$247M another massive whale transfer as its 43K BTC treasury sits deeply underwater.

@lookonchain @Metaplanet They’re going to sell before the hole gets deeper 🪏

@lookonchain @Metaplanet a $1.4b unrealized loss is the cost of holding through this. one miner that sold its coins into the same tape is still carried above spot, and on its own book selling beat holding. x.com/PurdyCapital/status/2086…

@lookonchain @Metaplanet down 34% on 43k BTC is a serious paper loss moving 3,881 coins in 3 hours while sitting on that kind of red is interesting timing

@lookonchain @Metaplanet I'd be more interested in whether those transfers are custody reshuffles or actual selling

@lookonchain @Metaplanet That loss is reminiscent of Japan's asset price bubble, it taught me to be cautious of large holdings like Metaplanet's 43,000 BTC.

@lookonchain @Metaplanet That's a massive move. 43k BTC is no joke. Guess they're all in on the long game.

@lookonchain @Metaplanet moving it isn't capitulation

@lookonchain @Metaplanet $247M moved in just 3 hours. 👀 At this point, the bigger story isn't the transfer — it's what Metaplanet plans to do with those BTC. The next move could be very interesting. 🔎

@lookonchain @Metaplanet Large-scale transfers by major corporate holders during periods of substantial unrealized portfolio drawdowns often spark heightened speculation and volatility across digital asset markets.

@lookonchain @Metaplanet @gerovich @DylanLeClair can you explain ？

Fact-checked and confirmed ✅ @lookonchain is right - Metaplanet moved ~3,881 BTC (~$247M) in recent hours. Official Q2 disclosure still shows 43,000 BTC total at an avg cost near $96k, with the position underwater by roughly $1.4B (-34%) at current prices around $63.7k. Important: these are transfers, not confirmed sales. Destination wallets will tell the real story. Sources: - Company Q2 filing / holdings disclosure - Lookonchain on-chain tracking - The Block reporting - Current BTC price data Always DYOR. Big corporate treasury moves like this are worth watching closely.

@lookonchain @Metaplanet that $1.4b is the fair value mark, not a realized loss, it gets recut every quarter against spot. worth keeping separate from the operating business, which has kept growing revenue through the same stretch. two different numbers people keep flattening into one.

@lookonchain @Metaplanet $247m in bitcoin moved, but not necessarily out. custody is becoming strategy.

@lookonchain @Metaplanet I'm mostly watching whether the destination is a known exchang or just internal custody

Big transfers grab attention, but the real question is why the coins are moving and where they’re going. That’s exactly the kind of context $GLAS is being built to surface: wallet behavior, flows, concentration and the on-chain story behind the headline. X: x.com/GLASonSol

@lookonchain @Metaplanet prob accounting loss and lower taxes

@lookonchain @Metaplanet レンディング？

@lookonchain @Metaplanet @DylanLeClair 🤨

@lookonchain @Metaplanet Was that a retard that was bragging he market bought 1 billion BTC?

@lookonchain @Metaplanet They’re used to do that before the earning day and following the announcement of increasing their BTC ( 10% last time)

@lookonchain @Metaplanet Large transfers are not automatically sales. Destination matters: internal wallet moves change custody; exchange inflows change potential sell-side pressure. The next useful data point is whether these coins reach trading venues.