🚨Supply Squeeze Inbound 🚨
$H100 share price has increased 60% since the merger with Moonshot AS officially closed 8 days ago on August 10.
The market appears to have been sleeping on $H100 and it was not privy to the merger with Moonshot or the ensuing 2nd and 3rd order effects of that merger.
The merger with Moonshot AS increased the marker cap of H100 by 236% overnight.
This causes a weight rebalancing of H100 in indexes such as MSCI Micro Cap, NGMX, and NGM All-Share (albeit more complex than just a 236% weight increase).
It also substantially increases the odds of an upgrade from MSCI Micro Cap to MSCI Small Cap, and this probability increases substantially if a supply squeeze takes effect.
The 236% increased market cap also crosses minimum thresholds for certain active funds to observe and acquire H100 shares - this also increases if a supply squeeze takes effect.
All of this is happening while the free-float has only marginally increased; this is where the supply squeeze comes from.
And that’s just the structural demand vs structural supply side of the story. Ever since the merger announcement, H100 share price has been up every single day, and has consistently been a strong candidate to appear in “biggest daily winners” lists numerous days in a row which is meaningful repeated marketing.
This social/retail buzz can even be seen in the Nordnet forum for H100; it was quiet and sparse for months prior to the August 10 merger, then on the day of the merger, and ever since then, the Nordnet H100 forum has been buzzing (you can check it out yourself).
@H100Group
$H100 looks like a rocket ship that’s turned its engine back on.
+34% on the weekly.
Conformation that the market likes the m&a deal at 1 mNAV and finally reconizes that the shares are way undervalued at a current 0.68 mNAv.
@H100Group
Today we completed the largest M&A transaction in the history of European public Bitcoin Equity.
It is also the first in the world done Bitcoin for Bitcoin.
H100 acquired 2,455 BTC at around 62,900 dollars per bitcoin, taking our holdings from 1,051 to 3,506 Bitcoin.
No cash changed hands. The company we acquired carries no debt, and we took on none to buy it.
The deal was priced at 1.0x mNAV, Bitcoin valued in Bitcoin on both sides of the table. That counts each H100 share at SEK 1.86, its bitcoin value.
Sats per fully diluted share went from 288 to 303, up 5%.
Just as important is who joins us. A team whose technology and market capabilities complete our own, and a principal owner who has spent more than a decade building Bitcoin infrastructure and holding Bitcoin.
Together we can accomplish things neither of us could alone.
H100 acquires 2,455.4 Bitcoin at approx. USD 62,900 per Bitcoin, increasing total holdings to 3,506 BTC.
The transaction, announced in April, has now been completed:
- Largest M&A transaction in the European Public Bitcoin Equity sector
- World's first Bitcoin-for-Bitcoin M&A transaction in public markets
- Paid entirely in H100 shares at 1.0x mNAV, an implied share price of SEK 1.86, with no cash consideration
- Sats per basic share unchanged, sats per fully diluted share up approximately 5%, from 288 to 303
- The acquired company holds no financial debt
The acquisition brings together complementary teams, technology and market capabilities. Together we can accomplish things neither company could accomplish alone.
One year ago today, Bitcoin was at $107K.
And would reach a new ATH of $110K just a few days later.
We have been in a severe bear market for almost 7 months now.
Most tourists have given up, and only a small community still cares.
Some things are pretty obvious:
(1) Bitcoin has a habit to move violently when people least expect it
(2) Bitcoin will reach new all-time highs, both in USD as well as Gold
(3) Tourists will return at $200K
Until then, enjoy summer, Warriors. ☀️
I'm predicting a massive Bitcoin summer.
There are two key regulatory tailwinds that not enough people are talking about.
1) The Senate Banking Committee votes on the Clarity Act on May 14th. This is the legislation that formally classifies Bitcoin as a commodity and provides the regulatory clarity institutions have been waiting for.
2) The Basel consultation on Bitcoin closes June 18th. Basel rules govern how banks globally are required to treat assets on their balance sheets. A favourable outcome dramatically lowers the cost for banks to hold and offer Bitcoin exposure.
These are not small catalysts.
Regulatory clarity and bank-level access unlock trillions in institutional capital that is currently sitting on the sidelines.
Bitcoin will have a beautiful summer.
This is HUGE for crypto.
🇺🇸 The Senate Banking Committee is reportedly preparing to mark up the crypto market structure bill as soon as “tomorrow”.
A vote may potentially happen next Thursday.
H100 has signed a binding agreement for a strategic acquisition expected to increase its bitcoin holdings to approximately 3,500 BTC.
The transaction would position H100 among Europe’s leading publicly listed bitcoin treasury companies.
BREAKING: THE WHITE HOUSE JUST OFFICIALLY CLEARED THE RULE TO PUT #BITCOIN IN EVERY AMERICAN'S 401 (k)
$12 TRILLION OF POTENTIAL CAPITAL INCOMING
THIS IS ABSOLUTELY MASSIVE 🚀
At completion, this deal sees @H100Group become the #1 BTCTC in Europe.
Then Switzerland 🇨🇭
Then tackling the 800bln bond market with zero yield
Just like Bitcoin: tick tock next block
Quiet continuous execution with @Sanderandersenn, @Wiik_Johannes, @HUGESKY852, @SYZCAP 🔥
H100 has signed an LOI to acquire ~2,450 BTC, increasing total holdings to ~3,500 BTC.
This materially strengthens our scale and positions H100 among the larger listed Bitcoin treasury companies in Europe.
The transaction is structured as Bitcoin-for-Bitcoin, ensuring alignment with our long-term Bitcoin strategy.
It also brings an experienced investment and technology team, further enhancing our capital markets and treasury capabilities.
Following the establishment of our Swiss platform, strengthening financial capacity and institutional positioning has been a clear priority. This marks an important step forward, particularly towards institutional capital in the Nordics and Switzerland.
🟠 Capital ₿ has acquired 44 BTC for €2.7 million at €61,763 per bitcoin and has achieved BTC Yield of 0.72% YTD. As of 3/23/2026, $ALCPB holds 2,888 $BTC for €267.1 million at €92,495 per bitcoin ⚡️
@_ALCPB Europe's First Bitcoin Treasury Company 🇫🇷⚡️
Metaplanet has issued 100 million Moving Strike Warrants with a first-of-its-kind mNAV clause. Exercise is only permitted when the stock trades above 1.01x mNAV, ensuring every share issued increases shareholder value. This enables the company to raise an estimated $234M in additional capital to buy BTC, unlocked only when it's accretive to BTC per share. $MPJPY
We’ve got:
- ISM back in expansion
- low valuation relative to liquidity
- a positive liquidity impulse
Bottom signals from production cost, the power law, and several other metrics.
We’re bouncing off those levels, and funding is staying low (so far).
Liquidation maps are stacked to the upside, with the biggest cluster between $95k and $120k.
Trend systems are still short, but close to flipping.
Great setup.