Max

$TSWCF $SWC $MTPLF Investor from Munich

[Dylan LeClair @DylanLeClair]

Puzzle pieces are starting to fall into place.

Gradually, then suddenly. $BTC

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 White House Official Patrick Witt says they're aiming to pass crypto Clarity Act by July 4th.

[The Smarter Web Company @smarterwebuk]

General meeting: taking place on 17 June.

Please can we ask every shareholder to vote, if you have not already done so.

Whether you support or oppose a proposal, exercising your right to vote is an important part of being a shareholder.

We hope that you will support this important resolution.

LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8

[BitcoinTreasuries.NET @BTCtreasuries]

JUST IN: British #Bitcoin Treasury The Smarter Web Company ($SWC) makes the first move to launch UK's first BTC-backed perpetual preferred stock with up to $178 million of dividend-paying capacity.

READ MORE: https://t.co/nmeiCEMqKY

[The Smarter Web Company @smarterwebuk]

"There's 6% of the world's value in the UK, 9% of global equities, 10% of the world's money... I think it makes it the perfect jurisdiction to repeat the Strategy playbook of what a Bitcoin treasury company can be."

The UK asset landscape presented at the Bitcoin Treasuries Unconference UK by Jesse Myres, Head of Bitcoin Strategy at The Smarter Web Company.

@Croesus_BTC

LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8

[Latest in Cosmos @latestincosmos]

🚨: Germany’s new fusion reactor might power the entire planet by 2040, and it will soon be connected to the electrical grid.

[Max @Maxfrommunich]

@asjwebley @ZynxBTC @Micro2Macr0 😮‍💨

[Zynx @ZynxBTC]

Well it looks like the UK could be the first country to replicate the Saylor perpetual preferred model outside of the US.

Smarter Web have just proposed a capital reduction, which is a balance sheet restructuring process that converts the locked share premium into distributable reserves.

This is the first definitive step to issuing a preferred in the UK.

"Such corporate actions could include the issuance of an alternative equity line which has attached to it a right to receive dividends"

It still needs court approval and an IPO of course so not expecting anything until Q4 at the earliest but the path is now clear.

Bitcoin-backed products are going to eat fixed-income markets all around the world.

[Max @Maxfrommunich]

@Micro2Macr0 🫶❤️‍🩹

[Michael Saylor @saylor]

Working ₿etter.

[Adam Livingston @AdamBLiv]

Metaplanet from $1.83 to $69.

Model assumptions:

$100M/month preferred issuance of MARS
6% preferred cost
30% BTC CAGR
Sell common stock to pay dividends
Zero common stock sold to buy Bitcoin, EVER
CEBE mNAV linear expansion to 1.55x over 10 years.

Start:

40,177 BTC
2,729 CEBE sats/share
$1.83 implied price

Year 10:

74,166 BTC
4,381 CEBE sats/share
$69.12 implied price

That is 37.8x in the model.

And the share count only rises 10.7%.

If you can raise fiat claims at 6% and buy Bitcoin compounding at 30%, the spread is the entire trade.

CEBE is the scoreboard.

Metaplanet is turning fiat liabilities into residual Bitcoin exposure for common shareholders.

That is the flywheel once prefs get here.

And what if they can raise more than $100m per month?

The senior claim ratio of the balance sheet peaks at month 15 of this model. They have plenty of room to continue adding leverage.

Bullish Metaplanet.

[Max @Maxfrommunich]

@Smart_Money Aktienrückkauf

[Max @Maxfrommunich]

@Micro2Macr0 @KryptoFynn

[The Smarter Web Company @smarterwebuk]

Live May 29 https://t.co/NQ9xIhXRN0

[Mark Harvey @thepowerfulHRV]

The current mNAV of the remaining Bitcoin treasury companies

[Kalshi Crypto @Kalshi_Crypto]

JUST IN: Fed Chair Kevin Warsh says "Bitcoin is the new gold"

[Max @Maxfrommunich]

@TheSamsPodcast $tswcf

[Micro2Macr0 @Micro2Macr0]

1) #Bitcoin has been in a BEAR🧸market for 1.5 years!!!

2) There is MASSIVE SUPPORT directly beneath us!!!!
a. Peak Volumes for the last 3 YEARS! 👀
b. Support line going back to 2017 🤯.
c. Continued buys from $BTC Treasury companies. (Purchasing 10x the new supply on average).
d. Clarity Act coming soon.
e. Strategic Reserve details coming soon.
f. Iran trying to use Bitcoin as their primary revenue source for fees in the Strait.

3) Roughly 11-12% downside risk vs. 65-105% gains between the previous high and the resistance line that goes back almost 2 years.

DO NOT overcomplicate it. Buy and hold, and definitely don't let sell when BTC has already dropped 50% from it's high.

NOTE - Bears might be screaming collapse this week if the war in IRAN continues, or there's a deal and then it's broken. That will NOT be the time to sell. DO THE OPPOSITE if this occurs!

[James @ourgoodlifeuk]

This was the share price 12 months ago today. 4 days later $SWC broke £1 for the first time. These days will return when the time is right.

This community has brought a lot of people together with a common vision. People who see what the masses don’t (yet). Fare well fellow SWC’ers and see you over on the @SWC_Wiki feed.

[Kalshi Crypto @Kalshi_Crypto]

JUST IN: Eric Trump says nations are racing to acquire Bitcoin