SmarterBuilder

Builder & property developer. Long-term investor thinking in assets, cycles, and durable businesses. Capital discipline over hype. Loyalty shows in the comments

[Bitcoin For Corporations @BitcoinForCorps]

MONDAY, JULY 6TH 📺 ON THE BFC STREAM ☀️

NOW:
→ 9:00AM ET: @DylanLeClair gives an eye-opening keynote on the Bitcoin thesis in 2026
→ 9:15AM ET: @MikeBelshe joins Dylan for a fireside chat from BFC’s NYC Symposium
→ 10:00AM ET: @saylor answers his critics w/ @natbrunell

THEN:
→ 12:30PM ET: @AdamBLiv brings deep analysis on $MSTR’s latest performance, and more

Watch it here: 👇
https://t.co/vgyVOeBHy0

[SmarterBuilder @SmarterBuildBTC]

Spot on, Martin. The "unintended consequences" of this 2027 ISA shift are severe IMO.

Banning transfers from stocks to cash permanently locks savers into market risk. Slapping a flat 22% tax on uninvested safety cash doesn't hurt the ultra-wealthy ...

...it hurts everyday retail investors holding dry powder.

When you try to force patriotism by restricting tax wrappers, mobile wealth doesn't bend, it just leaves the UK altogether. It's economic dictation by stealth.

I broke down exactly why this policy will backfire on my main page.

[SmarterBuilder @SmarterBuildBTC]

The Treasury thinks they’re taxing the rich. IMO Instead, they’re about to trigger a massive wave of capital flight.

✈️The 2027 ISA rules are a blunt, counter-productive disaster. Trying to force patriotism by restricting tax wrappers never works... Here is exactly my view why this policy will backfire:

🚨 1. The Flat-Rate Trap

The Gov is slapping a flat 22% charge on cash interest inside Stocks & Shares ISAs. The truly wealthy do not hoard idle cash here. This blunt tool actually hits everyday retail investors who keep short-term cash buffers to pay platform fees or wait for market dips.

🖕 2. The "Middle Finger" Backfire

The rich have seamless access to global markets and offshore vehicles. Instead of making UK equities attractive, the Chancellor is dictating investor behaviour... Result? Intelligent wealth will just move abroad, giving the UK economy the ultimate middle finger.

🪤 3. Dictatorship by Stealth

Banning shares to cash transfers permanently traps savers in market risk. Slashed limits actively punish people who want safety. It is economic dictation without a formal dictatorship. It will not force UK investment ... IMO it will just drive capital away.

[SmarterBuilder @SmarterBuildBTC]

Great perspective. It's vital for us to remember that the UK market follows a different playbook than the US ...

... The FTSE inclusion dynamics differ wildly from the S&P. Successful US corporate treasuries adapt dynamically to their environments.

SWC currently has no need to adapt similar to MSTR, but is well positioned to adjust to local market shifting parts and deliver maximum value for shareholders when needed in future times to come. 👊

[SmarterBuilder @SmarterBuildBTC]

The RJALPHA tracker shared by @Sykodelic_ measuring capital rotating into Bitcoin vs traditional assets across four stages of strength:

Signal 1: Early shift
Signal 2: Trend confirmed
Signal 3: Heavy accumulation (Current status)
Signal 4: Peak conviction

Constructive setup for BTC as it builds strength.

Bitcoin is loving its cycles, dead or alive, dragging out, reacting faster, or spot on… either way the setup looks decent.

BTC will always do bitcoin things ... scarcity is its long term key for wealth building.

[Sykodelic 🔪 @Sykodelic_]

We now have a triple buy signal.

The last time we had a triple buy signal Bitcoin rallied all the way to the relative strength(purple line) target.

Which currently sits at $76,000.

This is also the sharpest and steepest spike in relative strength I have ever seen on this chart.

Its very likely developed from the 270,000 BTC that was allocated by old and new whales at $59,000.

Every time I have seen this kind of move, Bitcoin has followed.

I think irrespective of whether or not the total bottom is in, the time to be heavily bearish has passed.

Lets now see if this chart calls the Bitcoin move for teh 3rd time in a row.

[SmarterBuilder @SmarterBuildBTC]

@RoaringRagnar Haha that China chart is savage 😂 I’m still team ‘scarcity you can actually stand on and collect rent from’ though. BTC and AI for the rocket fuel, property for the steady ground 👊

[SmarterBuilder @SmarterBuildBTC]

Bitcoin conviction on the balance sheet is moving the FTSE.

[Chief OG @andysmith_asap]

The Smarter Web Company plc $SWC is currently #2 on the FTSE All Share Top 20 Risers.
up +5.67% to 29.50p!

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

[SmarterBuilder @SmarterBuildBTC]

"Everyone is shorting the currency.
Except the people at the bottom."

[Milk Road @milkroaddaily]

Lyn Alden: "The best product Coca-Cola ever sold was their bonds, not their Coke."

Coca-Cola borrows at 2-3% while the money supply grows at 7%. They then use that cheap debt to buy scarcer assets.

Governments do it. Corporations do it. Wealthy individuals do it. Everyone is shorting the currency...

Except the people at the bottom.

They can't access cheap debt and "are getting the full damage of the inflation" on their wages and savings.

FT @LynAldenContact @PeterMcCormack.

[SmarterBuilder @SmarterBuildBTC]

Completely agree Metaplanet is a great buy at these levels with what they have. The mNAV torque framework is spot on. but its stock price is struggling potentially because their prefs (Mars/Mercury) aren't active yet compared to MSTR/ASST (STRC/SATA) … its just Japanese regulatory friction. The TSE is notoriously slow with monthly dividend structures and cash flow rules, so they're essentially building that infrastructure from scratch. It’s only time… and still a great entry at these levels with its upside potential !

Once these international preferred rails unlock, the accretion is going to be massive. Over here on the LSE, SWC at ~26p is moving along a similar path to clear dividend capacity, making it a natural one to watch for a sterling preferred equivalent.

[SmarterBuilder @SmarterBuildBTC]

Completely agree Metaplanet is a great buy at these levels with what they have. The mNAV torque framework is spot on. but its stock price is struggling potentially because their prefs (Mars/Mercury) aren't active yet compared to MSTR/ASST (STRC/SATA) … its just Japanese regulatory friction. The TSE is notoriously slow with monthly dividend structures and cash flow rules, so they're essentially building that infrastructure from scratch. It’s only time… and still, a great entry at these levels with its upside potential !

Once these international preferred rails unlock, the accretion is going to be massive. Over here on the LSE, SWC at ~26p is moving along a similar path to clear dividend capacity, making it a natural one to watch for a sterling preferred equivalent.

[SmarterBuilder @SmarterBuildBTC]

Gates built his billions in a fiat system that prints money to devalue work and earnings, while making him a hell of lot more fiat within that exact system... Bitcoin’s 21M cap sucks capital out of that machine, strengthening BTC while exposing the dilution. No wonder he says these things, he doesn’t want faster adoption.

[Coffee House Stocks @CoffeeStocksGuy]

A deep-dive and Bull thesis for $SWC.

I hope you all enjoy. Please Bookmark and Share wide!

[Mike Alfred @mikealfred]

@0xresurekt My point EXACTLY

So funny how people conveniently ignore 2020

No memory, no attention span, no skill

[Chief OG @andysmith_asap]

I wrote this before Saylors new changes he announced yesterday.

So here are my thoughts on the $SWC story so far, thoughts moving forward and a bit about my historic investments, rather than a post saying x amount of Bitcoin and x Bitcoin price. its going to be more thoughts in my head about different catalysts which get us to the FTSE 100 and or £10 share price.

May and June last year were the craziest times ive been involved in, in investing. I had been looking for a company to replicate the MSTR playbook in the UK and after seeing Andrew on Tim Kotzmans podcast I bought 2,500,000 the next day at market open for 5p on 1st May 2025.

On 1st May the Bitcoin price was roughly $95,000 and when $SWC hit an all time high on 20th June while Bitcoin was at $105,000. Thats a mere 10.52% increase whilst my initial $SWC investment in the same time had gone up 12,500% or 105 x.

Bitcoin then went onto hit an all time high on 6th October of $126,314 and the $SWC share price was around 100p. So in this time period Bitcoin went up 20.30% and $SWC was down 84.13%.

Back in 2022 i did a lot of research and predicted the low point of Bitcoin cycle which I DCA'd into every week for the last qtr of 2022 with an average price of around $17,500 I started to sell all my Bitcoin on 23rd January 2023 and DCA'd into $MSTR. Over the course of the following 2 months. My first purchase into $MSTR turned out to be the the lowest daily share price in 2022 and I paid $46 a share.

From my calculation in the summer of 2022 I had the top of the Bitcoin cycle for 2025 at $250,000 and the cycle bottom for 2026 at $70,000. My $250,000 top was pretty much double the actual peak but so far my $70,000 bottom isn't to bad as we have hit $58,000 so far in 2026. Along the way talk of a super cycle gathered momentum and sentiment shifted to AI stocks.

At the start of 2023 I decided to sell all my portfolio and focus on Bitcoin and Tesla only, then I could be the master of 2 sectors/companies, by April 2024 I was all in on treasury companies. then subsequently all in on $SWC

For the record i have invested and traded Tesla stock on quarterly delivery car numbers until April 2024 and made a killing. My worst trades being selling Tesla stock at the bottom of covid which would be a 13 x if i had of kept it and selling my Nvidia stock on 3rd Jan 2023 which would also be a 13 x. Also as many times someone explains options to me i still dont understand them and wont use them.

So what have I learnt from this, The first thing is I only invest in companies where I trust the CEO who is also the founder, which leaves me with Elon Musk, Jensen Huang, Micheal Saylor and Andrew Webley.

Regardless of how well the company is doing and positive forward projections etc everything is built around sentiment in todays markets, be it the sector or the actual company.

My best advice is always don't listen to anyone telling you what to do, do what you feel is right, listen and consume content but make your own decision and dont dither either. you have come to the conclusion and back yourself 100%.

I truly believe Bitcoin will go to $1m a coin then $10m a coin at some point in the future.

$SWC at 1 mNAV with no future purchases of Bitcoin

$1m per Bitcoin £5.86
$10m per Bitcoin £58.60

Then lets say sentiment is good and mNav is at 3 x mNAV which is entirely possible as sentiment will return despite the calls for never seeing an increase in MNAV again.

$1m per Bitcoin £17.58
$10m per Bitcoin £175.80

SWC increasing Sats per share from currently 684 to 3 x that, then that would be 2,052 Sats per share at 1 mNAV

$1m per Bitcoin £17.58
Then with 3 x mNAV that would be £52.74

Then lets say 3 x the sats per share to get to 6,156 when Bitcoin is at $10m a coin would be a staggering….

$10m per Bitcoin £517.40 per share and thats at 1 mNAV

Now all the figures above are treasury model 1.0. Sentiment will return as Bitcoin runs up and there will be hot times and cooled off times.

Treasury model 2.0 is running a preferred stock alongside the common equity.
$MSTR and $ASST have called their offerings "Digital Capital" which lots of people are unhappy with as it makes it sound safer and more like fixed income than it actually is. With the recent draw downs in both $STRC and $SATA lots of investors thought it was going to range close to $100. $STRC is currently at $74.57 so someone who invested £1,00,000 now has a stock worth £745,700 and remember preferred investors are low risk investors who don't like volatility. The share holder will still recieve 11.5% of £1m a year £115,000 which at the moment the effective yield is 15.42% on £745,700. this im sure will get back to $100 but its not what the risk adverse investor is confortable with.

if you invested £745,700 into $STRC at the moment you would get 11.50% of £1,000,000 (lets call it 12%) or 1% per month whilst its trading back upto $100 and  33% apreciation on your initial investment.

I have thought a lot about what yield $SWC will offer on its preferred stock but for now its unknown, 12% per year sounds good to me as its a simple 1% per month into perpetuity, simple maths when explaining to someone is £1m investment is £10,000 a month for life. What we have seen is investors are happy with 2 years dividend payments in cash in the bank.

Amplification is the key as you dont want to get over leveraged if there is a big pullback in the Bitcoin price. The company runs the common stock ATM to bolster how much amplification you can run but you also can hold cash in reserves rather than buy bitcoin if you are concerned that Bitcoin could pull back and you don’t become above 100% leveraged

When Bitcoin is on a run up your amplification reduces and you can then deploy the cash you have saved. you can even sell Bitcoin to pay the div payments whilst at the same time buy more Bitcoin than you have sold so investors see you are constantly adding more sats per share to the common stock. also you can raise money under 1 mNAV if you need cash as the model now is judge us over a quarter or year etc.

Back to the original reason for this post how do we get to the FTSE 100 and or £10 share price.

With the introduction of a preferred stock there are so many variables.

If we think we are in the 4 year cycle and Bitcoin tops in the 2nd half of 2029 my current base case is $250,000 to $500,000 so lets use $375,000 as the cycle top.

Currently the 100th position in the FTSE 100 is Entain plc with a market cap of £3.7B at 1 mNAV $SWC would have to have 13,062 Bitcoin at $375,000 a Bitcoin

Until the preferred stock gets issued I don’t want to give any predictions of what $SWC could get to in a time period or how much Bitcoin is possible to accumulate

Final conclusion

$SWC will be in the FTSE 100 and have a £10 share price before the end of 2029 (A lot sooner in fact) and during this time you will have waves of excitement in sentiment where mNAV will expand dramatically.

I retired in 2018 and vowed never to work again as it consumes my life but The Smarter Web Company along with Andrews passion reignited that fire in me to go again and as you may of noticed I work full time and more on $SWC. When we get to the FTSE 100 I will retire for s second time and no longer be spending 24/7 on $SWC with posting, what’s app groups etc. I will however not be selling my shares.

LFG Andy x

[SmarterBuilder @SmarterBuildBTC]

Morning 7am crew☕️

New week, same focus. The team is locked in, building regardless of the noise. Consistency and communication like this is massively rare

Q3 round the corner… LG 🟠🟠

[SmarterBuilder @SmarterBuildBTC]

Hitting the nail on the head, Andrew 👏🏻

Amplified Bitcoin = massive long-term upside for SWC, MSTR, ASST etc. Steady yield via STRC, SATA (and SWC’s to come) for totally different investor needs.

I’m long-term only, 10 year plan coming together nicely... The calm compounding is where the real power is. Bitcoin’s still the clearest wealth creator long-term.

UK’s lucky you led the way so early. Grateful 🙏🏻🫶🏼🟠🟠 #SWC

[SmarterBuilder @SmarterBuildBTC]

@andysmith_asap makes total sense mate... plus UK buyers of UK Pref won't be risking the FX etc... July could be a wild month, all eyes on bitcoin 👀

[SmarterBuilder @SmarterBuildBTC]

Morning SWC crew! ☀️☕️

Quick note … this community page seems to be lagging a bit on my end (posts disappearing and my own not loading on profile if I post here first) not sure for others ?

But still here and more bullish than ever on SWC, Bitcoin, digital capital, and the explosive digital adoption wave ahead … especially with the massive AI boom unfolding right in front of us.

$SWC is perfectly positioned for this digital future. 🚀💪🏼🇬🇧

Can’t believe the page is still going, hopefully staying … Here for all things SWC, LFG! 🟠🟠🟠🫶🏼

[Toffee @Toffeebdm]

Sunday shoutout 📣

Another week of building from the SWC team & Squarebird.

Building websites.
Building customer relationships.
Building recurring revenues.
Building a Bitcoin treasury.

While others talk, they keep on executing.

One website at a time.
One customer at a time.
One Bitcoin at a time.

Know a business that needs help with their website or digital presence?

Point them this way, to see the great work The Smarter Web Company and Squarebird do 👇

#SWC #TSWCF #3M8 #WebDesign #DigitalMarketing #Bitcoin
https://t.co/6TKhekv6rV