🚨 disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?… This is not a drill, prefs details, allocation, amount, date etc. have been announced
Don’t entirely get the SWC FUD over MSTR intl prefs. UK retail can already buy STRC in an ISA with tax advantages at least as good as US retail gets. So is the worry that MSTR prefs would cannibalise SWC’s potential UK institutional TAM? Just boost the interest by 0.5% then?
Just found some spare change down the back of the sofa, immediately dumped into 3M8, bargain of the year
Do you: ① Believe in Bitcoin? (obviously) ② Believe SWC will still exist in 10 years? (why wouldn't it?) ③ Believe SWC will increase ₿/s by at least THREE PERCENT per year for the next 10y? If you answered yes to all you should buy at 1.34x mNAV and outperform ₿
At 1.3x mNAV $SWC is an absolute no-brainer. Do people really think that the company is _never ever_ going to increase ₿/s by more than 30%? Even if SWC only increased ₿/s by 10% a year (insane) it would take… less than three years. Would buy more but have run out of money 😂
At 1.3x mNAV $SWC is an absolute no-brainer. Do people really think that the company is _never ever_ going to increase ₿/s by more than 30%? Even if SWC only increased ₿/s by 10% a year (insane) it would take… less than three years. Would buy more but have run out of money 😂
Here it is! 50m euro private placement = ₿500+
🟠Capital B annonce le lancement d’un placement privé⚡️ Détails disponibles ici (sous réserve de restrictions légales): cptlb.com/abb/fr/ Ne pas diffuser, publier ou distribuer, directement ou indirectement, aux États-Unis, au Canada, en Australie ou au Japon. 🟠 Capital…
Excellent little detail on the Capital ₿ analytics page: you can download any of the charts as a .csv Don't know if this was a @BitcoinPowerLaw innovation but it's great, other companies should follow.
Worth noting that unlike S&P500, FTSE250 inclusion is automatic if you meet the market cap and other requirements – automatic inclusion if <#325 on the FTSE All-Share. SWC has been big enough for _every one_ of the last 31 days, despite the dip. So all we need is the listing!!
Definitely worth listening to this. Clearest prefs signal yet. It was recorded at ₿1,275 so ~3 weeks ago, and Andrew said, "we probably need to be five times the size I would suggest to do that. So, without making a prediction, six months, one year." So ₿6,000 the target?
Good morning 7am club. The interview with @PrestonPysh has landed and boy it's a goodie. Ok only 5 minutes in and I'm already so bullish fountain.fm/episode/5Q0aHW…
Anyone else notice that the RNS document is hosted at the LSE website for the first time? 👀 Could be nothing…
The Smarter Web Company (#SWC $TSWCF $3M8.F) RNS Announcement: Bitcoin Purchase. Purchase of additional Bitcoin as part of "The 10 Year Plan" which includes an ongoing treasury policy of acquiring Bitcoin. Please read the RNS on our website: investors.smarterwebcompany.co.uk/news/
SWC looking severely undervalued right now. Highly recommend @hiyoko_peep's analysis of this sort of thing, especially if you believe in the power law (which you should)
$SWC のmNAV偏差率です😚✨️ （左のグラフは時間を横軸に、右のグラフはBTCの保有量を横軸にしています🌼） Here’s the mNAV deviation rate of $SWC 😚✨ (The left graph shows time on the horizontal axis, and the right one shows BTC holdings 🌼).
Really is amazingly consistent across the scale from ₿2.3–₿1825
Updated (and corrected) 30d chart:
To honour Jesse's @Croesus_BTC work, I've decided to calculate SWC's P/BYD ratio after today's Bitcoin buy. So, using the formula with mNAV at 3.67 and the 30 day BTC yield at 189%... y = ln(3.67) / [12 × ln(2.89)] ≈ 1.299 / 12.732 ≈ 0.102. P/BYD = 0.102 This is roughly 36…
Longest gaps between SWC bitcoin purchase announcements: 🥇 16/7–present: 8d 5h 21m 🥈 30/4–7/5 and 24/6–1/7: 7d 🥉 7/5–14/5: 6d 23h 59m 😆 Relax, the boss is cooking something up, or on holiday, or both
Very thought-provoking post. The key insight is having a new, separate entity. Perhaps it's a white-labelled account with a major bank. Whatever it takes for normie retail cash investors to see it listed on Money Saving Expert. Eventually BTC instruments will capture this.
Introducing “Smarter Money” 🧵 A retail focused brand/business that packages up the $SWC BTC backed prefs and sells them to the public in a platform (website and app) that they understand. No trading account needed, just transfer money to the app/website and see your money grow…
Obviously the whole question with P/BYD (and part of the value of it) is what period to choose for the yield delivered – here's the rolling 30 day chart, still a very low ratio
Big fan of @Croesus_BTC's new P/BYD ratio. Here's a quick chart showing the ratio for SWC since IPO – nice and consistent, and if anything, dropping!
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