Premium Only Content

Dylan LeClair on Metaplanet's Bitcoin Bet: How Corporate Treasuries are Transforming Global Finance
In this episode, Natalie Brunell chats with Dylan LeClair, Director of Bitcoin Strategy at Metaplanet.
What you’ll learn:
- Why Metaplanet transitioned away from hotels to a Bitcoin-first strategy
- Tax advantages for Bitcoin equities based in Japan
- Why Metaplanet has been issuing strike warrants
- Metaplanet's 555 Million Plan
- How Michael Saylor is "fixing" the capital markets
- What are Strategy's $STRF, $STRK, and $STRD instruments?
- Why Dylan is bullish on $SMLR and other corporate Bitcoin treasuries
Coin Stories is powered by *Bitwise*. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com
Coin Stories is also powered by *Bitdeer*. Bitdeer Technologies Group (NASDAQ: BTDR) is a publicly-traded leader in Bitcoin mining and high-performance computing. Learn more at https://www.bitdeer.com
*NATALIE BRUNELL'S RECOMMENDED BITCOIN PRODUCTS, SERVICES, & EVENTS*
🔐 *Multisig & Inheritance Planning* - Secure your Bitcoin with Casa: https://www.casa.io/natalie (Get a discounted plan!)
🔒 *Bitkey Cold Storage* - Bitkey was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world
⚡ *Lightning Payments* - Use Speed Lightning Wallet & get 5,000 free sats! Sign up with promo code COINSTORIES10: https://www.speed.app/sweepstakes-promocode/
💰 *Buy Bitcoin & Earn Interest* – Use River and get 3.8% interest on your cash balance: https://partner.river.com/natalie
👩🏫 *1-on-1 Bitcoin Help* – Self-custody, privacy, and VPN support with The Bitcoin Way: https://www.thebitcoinway.com/natalie
🔒 *Bitcoin Cold Storage Security* – Save 5% on ColdCard Wallet: https://store.coinkite.com/promo/COINSTORIES
💳 *Bitcoin Rewards Credit Card* - Earn Bitcoin on every purchase with the Gemini credit card: https://www.gemini.com/natalie
🎟️ *Bitcoin 2026* – Early Bird Tickets Go On Sale WEDNESDAY 5/28 -- Use code HODL for discounted passes! b.tc/conference
📲 *SIM Swap Protection* – Secure your mobile phone from hacks that could steal your Bitcoin with Efani, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie
🏥 *Ditch Fiat Health Insurance* – Join CrowdHealth: https://joincrowdhealth.com/natalie (or use promo code NATALIE)
🏕️ *Bitcoin Retreat – Camp Nakamoto* – Discounted passes with code HODL: https://massadoptionbtc.ticketspice.com/camp-nakamoto
*IN THIS COIN STORIES EPISODE*
00:00 What it's like working for Metaplanet
1:50 Metaplanet's Bitcoin-only strategy
3:14 Advantage of being based in Japan
5:28 Bitwise
5:58 Bitdeer Technologies Group
6:21 What is a strike warrant?
8:10 Early days of growing Bitcoin holdings
10:38 Metaplanet's "555 Million Plan"
13:33 The next Bitcoin bear market
15:43 Metaplanet headquarters in Miami
16:39 What if laws in Japan change?
17:45 Metaplanet's strategy
20:09 Corporate Bitcoin treasuries
23:12 Casa Business
23:42 Bitkey
24:02 The Bitcoin Way
24:24 Coinkite
24:39 Speed.app
24:55 Strategy's latest products
29:10 Differences between Strategy's Stride, Strike and Strife products
32:34 Is the market missing something?
33:46 Capital mis-priced
36:02 Bitcoin in the fixed income market
37:02 Leveraging Bitcoin
40:32 Apple, Amazon, Facebook and Bitcoin
41:47 Semler Scientific
43:49 Bitcoin corporate treasuries and core businesses
46:12 Bitcoin space in 10 years, Bitcoin price
47:40 Macroeconomic picture
*OTHER RESOURCES*
Natalie Brunell’s website https://www.talkingbitcoin.com/
Metaplanet https://metaplanet.jp/en
*VALUE FOR VALUE — SUPPORT NATALIE BRUNELL’S SHOWS*
Strike ID https://strike.me/coinstoriesnat/
Cash App $CoinStories
*FOLLOW NATALIE BRUNELL ON SOCIAL MEDIA*
X https://x.com/natbrunell
Instagram https://www.instagram.com/nataliebrunell
Linkedin https://www.linkedin.com/in/nataliebrunell
Producer: Aron Bender https://www.linkedin.com/in/aron-bender/
Editor: Silas Foley
DISCLAIMER Coin Stories is for entertainment purposes only and does not give financial advice. #bitcoin #crypto #bitcoinpodcast
-
1:25:26
Coin Stories with Natalie Brunell
26 days agoCan the State Crush Bitcoin? And the Next Big Financial Crisis with Dave Collum
35.1K8 -
2:23:20
vivafrei
13 hours agoEp. 285: Visa Revocation No-Go! Sortor Arrested! Ostrich Crisis! 2A Win! Comey Defense & MORE!
98.9K91 -
LIVE
CassaiyanGaming
4 hours ago🟢LIVE - VISITING GOOB LAGOON! - Will They Rip Me Off?!? Waterpark Simulator
640 watching -
5:42:21
EricJohnPizzaArtist
6 days agoAwesome Sauce PIZZA ART LIVE Ep. #64: Robbie “The Fire” Bernstein
35.5K2 -
2:23:58
Nerdrotic
7 hours ago $8.72 earnedDeDunking the Debunkers with Dan Richards | Forbidden Frontier #119
46.4K10 -
LIVE
SlinderPigCamz
4 hours ago $0.62 earnedThe Headliners and other games W/GrinchyGamer101 (Road to 500 Followers)
65 watching -
LIVE
MrOldFart
9 hours ago $1.47 earnedLIVE - MEGABONK First Playthrough - Mr.OldFart
270 watching -
9:06:53
GritsGG
10 hours agoWarzone Win Grinding! Most Wins in WORLD! 3680+!
74.1K1 -
Joke65
7 hours ago[LIVE] POST-SHOW | STAR WARS: Jedi Academy - Movie Battles 2 | ReaperAF95's Community Event Day 2
29.1K -
5:41:09
Right Side Broadcasting Network
2 days agoLIVE REPLAY: President Trump to Deliver Remarks at America's Navy 250 in Norfolk, VA - 10/5/25
140K72