Compound discovery

tweets on investment and BTC

[Compound discovery @CompoundingE]

@DavidFBailey @DavidFBailey your own words “it’s an arb” if $NAKA trading at a discount to its BTC holdings today, what’s the argument against executing the buyback immediately? Wouldn’t every repurchased share instantly increase BTC per share?

Perfect time to hit the iron while it’s hot!
🚀

[David Bailey🇵🇷 $2.0mm/btc is the floor @DavidFBailey]

Today we strengthened Nakamoto’s balance sheet by reducing debt by $45 million, extending maturities into 2027, lowering financing costs, and maintaining a treasury of 4,468 BTC.

We believe Nakamoto remains significantly undervalued. Our focus is simple: increase Bitcoin per share and prudently manage our liabilities. Today’s announcement achieves both.

Onwards!

[Compound discovery @CompoundingE]

@DavidFBailey David, good move to strengthen the balance sheet. It didn’t mention at what price u sold the bitcoins?

Let’s see u action the share repurchase program soon today?! It’s devastating at current prices. Needs revitalising…. 🚀 🐸

[Compound discovery @CompoundingE]

@DavidFBailey @JoeAtchley12 Wouldn’t it be nice to see $NAKA share price rocket 🚀 while the rest of the treasuries and BTC down 📉 for a change..!

@DavidFBailey

[Compound discovery @CompoundingE]

@DavidFBailey @JoeAtchley12 Your recent $1M insider purchase already sent a strong message.

Executing part of the Dec. 18 authorized buyback now would reinforce that confidence and show management sees the disconnect the market is missing.

Keep up the momentum, Feed the frog 🐸 @DavidFBailey $NAKA

[Compound discovery @CompoundingE]

🔥 that’s more like it👏

Good job walking the talk, I like action. Keep it up David👍 $NAKA @DavidFBailey

[Nakamoto @nakamoto]

Nakamoto Chairman and CEO David Bailey purchased approximately $993,000 of $NAKA common stock on the open market this week.

"The market continues to discount the long-term value of the business, but our conviction in the future has never been stronger." -David Bailey

[Nakamoto @nakamoto]

Nakamoto Chairman and CEO David Bailey purchased approximately $993,000 of $NAKA common stock on the open market this week.

"The market continues to discount the long-term value of the business, but our conviction in the future has never been stronger." -David Bailey

[Compound discovery @CompoundingE]

@DavidFBailey @JoeAtchley12 @DavidFBailey what’s the approximate NAV for UTXO management?

[Compound discovery @CompoundingE]

@DavidFBailey @eldasys @nakamoto How? Besides via these replies

[Compound discovery @CompoundingE]

@DavidFBailey @JoeAtchley12 Thanks for the acknowledgment. I also bought today to show my longterm support. Hope this is the start of a turnaround 🐸

[Compound discovery @CompoundingE]

@DavidFBailey @JoeAtchley12 Also, board members and pals of the company should be immediately buying too. The market cap is so small right now that it honestly wouldn’t take much to make a real impact and show the market the board truly walks the talk and believes in the story not just u.

[Compound discovery @CompoundingE]

@DavidFBailey Thanks David. If the arb is real, why no action plan?

Sell some BTC or use cash to buyback deeply discounted shares. The current gap between share price and EV looks massively accretive for remaining holders.

Action to buyback will help confidence and turnaround the share price

[Compound discovery @CompoundingE]

If u truly believes the market is mispricing the company relative to its BTC holdings, then why no buybacks too?

The spread between share price and EV is enormous. Use cash on balance sheet and sell some BTC to BUYBACK shares looks like the cleanest arb available
@DavidFBailey

[Compound discovery @CompoundingE]

Strong signal when the CEO is buying alongside shareholders. This is how confidence is communicated. Great start 🐸

looking forward to seeing you keep stacking. Nothing speaks louder than action. 🚀

$NAKA

@DavidFBailey @nakamoto

[David Bailey🇵🇷 $2.0mm/btc is the floor @DavidFBailey]

GM! With a NAV of roughly $10/share plus an estimated $5-10/share of operating asset value, I believe $NAKA is an incredible value at current prices.

This week was the first open trading window since becoming CEO that I’ve been able to purchase our stock. I started with a $1m buy and intend to continue acquiring shares throughout the year.

I’ve spent the past 15 years building BTC Inc, UTXO, and now Nakamoto. I believe deeply in our mission and in the battle-tested team we’ve built, and I intend to keep doubling down alongside them for years to come.

[David Bailey🇵🇷 $2.0mm/btc is the floor @DavidFBailey]

GM! With a NAV of roughly $10/share plus an estimated $5-10/share of operating asset value, I believe $NAKA is an incredible value at current prices.

This week was the first open trading window since becoming CEO that I’ve been able to purchase our stock. I started with a $1m buy and intend to continue acquiring shares throughout the year.

I’ve spent the past 15 years building BTC Inc, UTXO, and now Nakamoto. I believe deeply in our mission and in the battle-tested team we’ve built, and I intend to keep doubling down alongside them for years to come.

[Compound discovery @CompoundingE]

Pump It!!!

About time a reversal happened.

🚀 🚀 🐸 🚀 🚀

@nakamoto @DavidFBailey

[HowdyFinance @HowdyFinance]

Go $NAKA Go!!

Following the 40:1 Reverse Split of the @nakamoto stock, 24 hours later the value increased by a factor of 43.75× (or 4,375% of the original amount).​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

HAPPY ₿itcoin Pizza Day @DavidFBailey!

LFG $NAKA!