#Metaplanet released several disclosures today. Here are the key items: a) Completed the Mercury private placement: $135M raised ($150M notional) b) Purchased 4,279 BTC at an average price of ~$105k → Q4 BTC yield: 11.9% → Total BTC holdings: 35,102 BTC c) Q4 Bitcoin Income Generation (BIG) revenue up 74% QoQ to ~$27M → FY2025 BIG revenue: ~$55M OK, so that's what we already know.. now what does it all mean? 1. Bitcoin Income Generation (BIG) According to the Q3 financials, Oct 1 began with: ~$134M in BTC collateral (~1,175 BTC) ~$18M in cash & deposits Source: https://t.co/05SJWuFAlt Capital movements during Q4: Oct 6: +$5M (20th Series MSWs) Oct 14: −$5M EVO debt (partial redemption) Oct 31: +$100M credit facility draw Nov 21: +$130M credit facility draw Dec 1: +$50M credit facility
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