Alexandre Laizet ⚡️

Board Member, Director of Bitcoin Strategy @_ALCPB . Europe’s First Bitcoin Treasury Company 🇫🇷 $ALCPB $CPTLF

[Alexandre Laizet ⚡️ @Manudmanu]

🟠€2.2 Million Capital Increase With Bitcoin Legend And Strategic $ALCPB $CPTLF Investor
@adam3us


[BitcoinTreasuries.NET @BTCtreasuries]

JUST IN: Capital B Director of #Bitcoin Strategy @AlexandreLaizet said the firm is preparing for major investor meetings & capital raising as it expands into the institutional space 🔥

[Professor₿ 🟧 @ProfessorB21]

Sneak peak into what’s next with @_ALCPB with @AlexandreLaizet

[Piyush @PimaBD]

Evolving Instruments for Bitcoin institutions

Panel moderated by @Croesus_BTC from @smarterwebuk , with great panelist including @AlexandreLaizet from @_ALCPB,
Matt from @StriveFunds , @UTXOmgmt

[Bitcoin For Corporations @BitcoinForCorps]

🎙️ SESSION: The Strategic Case for #Bitcoin Treasuries in Europe

@AlexandreLaizet & @asjwebley will share how they execute #Bitcoin strategy and how Europe’s market structures shape treasury execution.

📍Aug 28 | UTXO Investor Day | @BitcoinConfAsia

[Alexandre Laizet ⚡️ @Manudmanu]

🟠Capital B has acquired 62 BTC for ~€6.2 million at ~€99,889 per bitcoin and has achieved BTC Yield of 1,446.3% YTD, 12.8% QTD. As of 8/5/2025, $ALCPB holds 2,075 $BTC for ~€189.1 million at ~€91,133 per bitcoin 

@_ALCPB
Europe's First Bitcoin Treasury Company 

[Ragnar @RoaringRagnar]

H100 seems to be the fastest horse at the moment.

I added Forward months to cover based on my Q3 estimate of BTC Yield.

What are your estimates for Q3 BTC Yield?

Note: Everyone able to buy now is front-running the US and the rest of Europe, as they will add new tickers soon.

[Alexandre Laizet ⚡️ @Manudmanu]

Dramatic repricing of $SQNS continues, where it stops, nobody knows.

- $5.68 at 4x forward mNAV
- $7.10 at 5x forward mNAV
- $8.50 at 6x forward mNAV
- $14.20 at 10x forward mNAV

[Alexandre Laizet ⚡️ @Manudmanu]

$SWC fans in particular, take note. UTXO Management will concentrate direct board or management involvement on one BTCTC per market.

@DavidFBailey
has stated they're 100% behind Andrew, and I'm sure UTXO will discuss $SATS further in due time.

[Alexandre Laizet ⚡️ @Manudmanu]

$433.43 is a significant gamma wall for $MSTR as it's the conversion price for $2B of CBs.

If BTC keeps moving higher and MSTR can break past this price range, it might hit an air pocket into the $500s.

[Alexandre Laizet ⚡️ @Manudmanu]

Well, well. DV8 now has an OTC ticker: $DVEGF.

However, DV8 does not have a full OTC listing. It looks like the only way to trade it is still by calling Fidelity, Schwab, etc. international trading desk.

[Alexandre Laizet ⚡️ @Manudmanu]

$SQNS data take 3. It's one of those days. 

I think all pieces of the puzzle are included now.

Sequans implied mNAV still looking cheap at 2.75.

[Alexandre Laizet ⚡️ @Manudmanu]

Called it. Predicted $MTPLF BTC purchase amount a week ago.

[Dr. Van Nostrand @VanNostrandPHD]

This clip of @ColeMacro from the @HurdleRatePod explaining how all models are being destroyed at the rating agencies in regards to $STRF, $STRK and $STRD just clicked for me. 🤯

They are used to underwriting unknown future cash flows. But Strategy ALREADY HAS the money.

[Alexandre Laizet ⚡️ @Manudmanu]

If Elon were a hot girl, bitcoin is in the friend zone. He stops by to play with its emotions once in a while and moves on.

It's still nice to see him talk about bitcoin, but I wouldn't expect anything meaningful to come of it.

[Alexandre Laizet ⚡️ @Manudmanu]

👀

[Alexandre Laizet ⚡️ @Manudmanu]

Friendly reminder for Bitcoin Treasury Company investors. At the end of the day, performance vs bitcoin comes down to just 2 parameters.

[Alexandre Laizet ⚡️ @Manudmanu]

My bet is on East Asia to be the first to complete its coverage map of Bitcoin Treasury Companies.

[Alexandre Laizet ⚡️ @Manudmanu]

Orange dots. The message sounds a lot like there was no bitcoin buy this week, which is conceivable being EOQ and a holiday week.

Yet dots suggest buying as usual. Either way, we'll find out tomorrow morning.

[Alexandre Laizet ⚡️ @Manudmanu]

Orange dots. The message sounds a lot like there was no bitcoin buy this week, which is conceivable being EOQ and a holiday week.

Yet dots suggest buying as usual. Either way, we'll find out tomorrow morning.