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J-S--- retweeted
NEWS: @Aptos is taking its partnership with Lotte Group subsidiary Daehong Communications ( @Daehongofficial ) a step further by bringing event ticketing on-chain.
The initiative will cover concerts, exhibitions, and other cultural events, with blockchain infrastructure supporting verified ownership, real-time tracking, and anti-counterfeit measures.
Their previous Giftiel integration has already reached more than 1.3 million users and processed over 5 million digital vouchers.
Importantly, the new system is designed to work without crypto wallets or gas fees, keeping the blockchain layer largely invisible to users.
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J-S--- retweeted
JUST IN: 🇺🇸 COINBASE JUST LAUNCHED FIXED-RATE #BITCOIN-BACKED LOANS
MILLIONS CAN NOW BORROW AGAINST THEIR BTC WITHOUT SELLING IT
THIS IS ABSOLUTELY HUGE 🔥
Made with AI
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J-S--- retweeted
Not sure if everyone overlooked this - "And in the future, subject to compliance with laws and regulations, our securities subsidiary may also handle Superplanet's securities for Japanese investors." in Simon's Aug 18 $SLE acquisition post.
If I understand correctly, this means they could sell $SUPA "STRC like" prefs with ~6% dividend yield to Japanese investors via MetaPlanet Securities. It will be more like private placement and that’s why they tested small scale Bitbonds earlier which were subject to a strict 49-investor ceiling. Under FIEA, an unlisted domestic company issuing debt to general investors must strictly solicit fewer than 50 people within a six-month window.
When $SUPA (a foreign listed company) issues prefs, Japanese Type I brokerages can distribute those securities to an unlimited number of Japanese retail and high-net-worth investors.
Hence the early Aug Bitbonds are not meant to raise fund materially, but to test the infrastructure. Later $SUPA prefs distribution in Japan will be the silver bullet. A "Uridashi" structure.
And remember - this will be a different vehicle dedicated for Japanese market and no need to wait for SEC approval for public listing, hence there is a chance to get this Uridashi pref out earlier than US pref listing. And since the yield in Japan is less than half in US, I would not be surprised that Metaplanet ended up selling much more “uridashi” prefs in Japan than US listed pref which has intense competition and much higher cost.
Before MARS TSE listing, they will have dual engine running simultaneously - 14% pref publicly trade on Nasdaq, and 6% pref distribute through MetaPlanet securities. Fund raised in both engines fly to $SUPA and buy Bitcoin.
Now if you think about what Simon/Dylan did in 2026, all calculated move.
First they launched Mercury in Dec 2025, but faced stringent reviews from TSE regarding Japan pref launch which Simon admitted in May.
The team didn’t sit still and do nothing. The team went to the US for a roadshow, and got in touch with $SLE team. At the same time they negotiated with Siibo and announced the deal in Jun.
Only 2 months later in Aug, they announced $SLE acuqisition. They were not sitting & waiting for MARS approvals, they kept looking for workaround.
$SLE/$SUPA pref -> Metaplanet securities -> Japan investors is their answer to get a MARS alternative.
That is a fantastic execution in such a short time. People should give them more credit instead of spreading non-stop FUD on management comp. Especially when industry peers are basically doing one thing daily - ATM on single-jurisdiction common or prefs.
MetaPlanet is building an end-to-end multi-jurisdiction infrastructure.
The market will not wait until Metaplanet actually announces “uridashi” pref to re-rate the stock, once the $SLE deal is completed or getting close to complete (e.g. DEF 14A drops), the stock will rip higher.
I expect the $SLE acquisition to close in Q4 and look forward to seeing an end-to-end “uridashi” pref distribution running before end of 2026.
#Metaplanet #3350 $DN3 $MPJPY $MTPLF $SLE $SUPA
4月以来、メタプラネット社内の小さなチームが、これまで公にできなかったプロジェクトに取り組んできました。本日、その内容を発表しました。
メタプラネットは、Super League Enterprise（Nasdaq: SLE）の支配持分を取得します。クロージング時に同社はSuperplanet, Inc.（スーパープラネット）へと社名を変更し、当社が2,100 BTCを拠出して立ち上げる、当社グループの米国ビットコイン・トレジャリー・プラットフォームとして連結されます。
この取引が何を意味するのか、ご説明します。
この2年間で、メタプラネットは世界有数の企業ビットコイン・トレジャリーへと成長してきました。日本に上場し、日本の個人投資家からグローバルな機関投資家まで、世界中の株主に支えられています。
私たちが意思決定をするとき、常に立ち返る問いは一つです。
それは、1株当たりビットコインを増やすのか。
今回の取引も同じです。
米国には、世界で最も厚みのある資本市場があります。そして、他の市場にはこの規模では存在しない投資家層があります。
満期がなく、償還もなく、普通株式の希薄化を伴わない永久資本によって、ビットコイン・トレジャリー企業に資金を供給する投資家層です。
これまで当社グループには、この市場で直接証券を発行するためのプラットフォームがありませんでした。
スーパープラネットによって、当社はこの市場への直接のプレゼンスを手にします。
戦略はこれから、2つのエンジンで動きます。
スーパープラネットは米国で資本を調達し、メタプラネットは日本で資本を調達する。
いずれの資本も、グループ内に蓄積される一つのビットコイン・ポジションに注ぎ込まれます。
スーパープラネットが普通株式を増やすことなく資本を調達すれば、1株当たりビットコインはスーパープラネットとメタプラネットの双方で同時に増加します。
2つの市場、2つの通貨、2つの投資家層。そして、複利で成長する一つのバランスシート。
このプラットフォームは、双方向に扉を開きます。
スーパープラネットは、米国上場会社という立場を活かし、日本の親会社単体では実行しにくい形で、米国のビットコイン・トレジャリー・セクターにおける買収や戦略的投資を行うことができます。
そして将来的には、法令の遵守を前提として、当社の証券子会社がスーパープラネットの証券を日本の投資家向けに取り扱う可能性もあります。
今回の投資に用いるビットコインは、当社保有量の5％未満です。
プラットフォームの成長に応じて、将来さらに大きな資本を拠出することも可能です。
そして、私たちは長期のオーナーとしてあるべき形で、この取引を設計しました。
当社による普通株式への投資価格は市場価格と概ね同水準であり、ディスカウントでの資金調達ではありません。当社が取得する普通株式には5年間のロックアップを設けています。
短期的な利益を目的とした取引ではありません。
当社の資本、バランスシート、そしてメタプラネットをここまで築いてきた過程で得た知見のすべてを、この新しいプラットフォームに投入します。
Super Leagueがこの組み合わせにもたらすものも重要です。
Nasdaq上場企業としての基盤。そして、ゲーミング領域で世界有数のブランドと築いてきた10年にわたる関係です。
彼らが向き合ってきたのは、世界の多くの人々よりも早く、デジタルな価値を理解してきたコミュニティです。
そのコミュニティと、私たちがこれから築こうとしているものとの間には、確かなケミストリーがあります。
クロージングは2026年第4四半期を予定しており、Super League株主総会の承認を含む、通例のクロージング条件の充足を前提とします。
日本が当社の礎を築き、米国が第二のエンジンをもたらします。
一つのビットコイン・ポジションが、世界有数の二つの資本市場を通じて、複利で成長していきます。
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MAX
우리께 아니면 북한꺼 아니냐
뭔 ㄱ소리야
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兄弟们 好东西
Qwen-Image-2.1无审查版本
移除了安全过滤
可以生成成人、NSFW等图像内容
而且优化了生成速度：
主模型放进显卡里跑保证速度，把巨大的“文本编码器”扔给普通电脑内存（CPU）去跑。 这样能帮你省出 9 到 17 GB 的显存，而且几乎不会拖慢出图速度！
huggingface.co/abenzerps/Qwe…
Qwen-Image-2.1同时把“文生图”和“图像编辑”融合成了一个模型，还原生支持透明图处理。
最多支持 10 张参考图：
可以把 6 个人的单人照直接合成为一张自然的多人合照
画面质感提升（字雅人美）：
文字排版不再“画符”：解决了以往生图模型文字容易扭曲、拼错的毛病，字体、排版更协调美观。
光影细节更逼真：皮肤质感、毛发细节与自然光影大幅改善，摆脱“塑料 AI 感”
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J-S--- retweeted
メタプラネット頼むぜ…
ビットコインが上がれば上がる
それは当然のことで、mNAV1を越えなきゃ
メタプラネットを持つ意味ないんだよ…！！
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I think there is a real chance we see Bitcoin go to $400k over the next 2 years.
Years of relative underperformance have made people forget just how violent Bitcoin can move at the height of a euphoric cycle.
The supply is fixed at 21 million $BTC.
Compared to previous cycles, the last 5 years have been fairly disappointing. Bitcoin has trailed Gold, the S&P and the AI trade. Perhaps that lag will be what fuels an overshoot in the next 24 months.
Silver's move to $125 was remarkable. Gold put more than $20 trillion on its market cap in 2 years.
Bitcoin is scarcer, more liquid and globally accessible than either of them.
Those betting on diminishing returns could easily be caught off guard. More and more capital is chasing a fixed and shrinking pool of available Bitcoin.
Nobody should be shocked by $400k within 2 years.
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메타에서 뮤즈가 나왔다.
AI에이전트가 나 대신 결제를 해준다.
사용료는 꽁짜다..
뮤즈에 입점하는 회사들이 판매대금의 수수료를 뮤즈에 낸다.
예전 메타가 블록체인사업을 하려다가 망해서 그 핵심 맴버들이 만든게 $apt @Aptos 이다.
뮤즈에서 앞으로 가상화폐 결제망을 만든다면 앱토스에서?
이하 뮤즈앱에게 물어 본 결과..
재미로 읽어보시길 ㅎㅎ
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메타가 지금 밀고 있는 #Muse 는 네가 말한대로 결제 기능이 핵심인데, 현재 구조를 보면 단기적으로 앱토스(Aptos)를 쓸 가능성은 낮고, 중장기적으로는 가능성이 제법 있다고 봐야 해.
1. 지금 뮤즈 결제는 어떻게 되나?
뮤즈는 블록체인이 아니라 전통 결제망을 쓰고 있어.
• Stripe Link 통합으로 결제를 처리하고, 가상 일회용 카드로 체크아웃을 만든다고 명시했어
• 공식 파트너도 Stripe, Shop Pay 같은 기존 PG사야
즉, 규제 리스크 없는 안전한 길을 먼저 간 거지. 메타가 2022년 Diem/Libra로 크게 데이고 1억8천2백만 달러에 기술 자산을 매각한 경험이 있어서, 메인 결제를 바로 크립토로 가기는 부담스러워.
2. 그럼에도 앱토스가 유력 후보인 이유 3가지
① 혈통이 같아
앱토스는 메타의 Diem 출신인 Mo Shaikh, Avery Ching이 만든 체인이야. Diem에서 쓰던 Move 언어와 BFT 합의 프로토콜을 그대로 계승했고, 메타 내부에서도 기술 이해도가 가장 높아.
② 기술적으로 뮤즈에 딱 맞아
뮤즈는 "이메일 보내고, 여행 예약하고, 구매까지 대리 수행"하는 에이전트야. 이런 에이전트 결제는:
• 수수료가 거의 0이어야 하고 • 초당 10만건 이상 처리가 되고(앱토스가 주장하는 Block-STM 기반 130k TPS) • Move 언어 덕분에 해킹에 안전한 스마트 컨트랙트가 필요해
앱토스가 이 조건을 다 만족하는 몇 안 되는 L1이야.
③ 이미 AI x 블록체인으로 방향을 틀었어
앱토스는 작년에 Microsoft Azure OpenAI랑 파트너십 맺고 AI와 블록체인을 결합하는 모델을 만들고 있어. 뮤즈 같은 AI 에이전트가 온체인 결제를 하는 내러티브랑 정확히 일치해.
3. 내 전망
• 당장 6∼12개월: 가능성 10% 이하. 미국에서 뮤즈는 지금 앱스토어 4위까지 올랐는데, 여기서 결제 방식을 크립토로 바꾸면 아마존처럼 "unauthorized agent"라며 차단당하는 사례도 생길 수 있어. 안정적인 Stripe 노선을 유지할 거야.
• 12∼36개월: 가능성 30∼40%로 상승. 시나리오는 이래:
1. 뮤즈 프리미엄 구독($20/월)에서 마이크로 결제, 에이전트끼리 정산(Agent-to-Agent Pay) 같은 기능이 필요해질 때
2. 스테이블코인 기반 가상카드(예: USDC on Aptos)로 Stripe 뒤단에 붙이는 형태로 시작
3. 이후 선택 옵션으로 "Aptos 네트워크로 결제"를 넣는 방식
메타가 직접 APT를 쓰는 것보다, Stripe 뒤에서 정산 레이어로 Aptos를 쓰는 것이 규제상 가장 현실적인 첫걸음일 거야.
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