Strategy's move today is significant, and I suspect it's a dynamic the market will simply need to get used to, rather than an action to be surprised by.
For the past year, as Smarter Web has grown as a public company, the common narrative has been that @Strategy supports the Bitcoin market. The reality is that @saylor has done more than almost anyone to accelerate Bitcoin's institutional adoption. The capital markets innovation Strategy has created, through Digital Credit and other structures, has been remarkable.
At the same time, one of Bitcoin's greatest strengths is that it's bigger than any one individual, company or country. As the market increasingly recognises that, Bitcoin itself becomes stronger and more resilient.
For treasury companies, responsible capital allocation means making decisions that strengthen the balance sheet and grow Bitcoin per share over the long term. That can mean buying aggressively when appropriate. It can also mean using capital flexibly when that creates greater long-term value for shareholders.
The objective never changes: build a stronger company, and compound Bitcoin per share, over time.
LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
In 1825, a rich Welsh industrialist bought an entire American town to prove that socialism could work.
He had the money, the buildings, the theory, and hundreds of eager followers waiting to move in.
Two years later, it was over. 🧵
In the bull market everyone wanted to buy Bitcoin at $60k.
Now we are in a bear market nobody wants to buy at $60k.
This cycle repeats ad infinitum and when $BTC is at $1 million there will be those wishing to buy at $900k.
The best time to buy is always when it feels hard.
If you have an old computer that struggles with Windows or most Linux distros, antiX Linux may well be the operating system for you. Here's a complete guide to get you up and running with antiX.
#antix#Linux
https://t.co/B7Zgg5H2ch
Feeling so blessed to be at Sega right now.
Not only do the company and the IPs you work on make you happy to wake up every morning, but the fans and communities also give you energy like I’ve never felt anywhere else.
Strategy sold 32 BTC the week before this.
With a 1550 BTC buy today, they bought 48x as much BTC as they sold. Average price of ~$65k / BTC.
If they had deployed the same $101m into BTC a week earlier (~$75k / BTC), they would have bought ~1347 BTC.
In other words, selling 32 BTC and the market irrationally panicking about it... allowed Strategy to buy 203 BTC more this week for the same dollars.
Every year, D-Day reminds us of one of the most significant moments of World War II.
Around 128,000 Sikh soldiers served in World War II. Though Sikhs were only about 2% of India's population, they made up a remarkably large share of the British Indian Army.
For many of us, World War II can feel distant. India was still under British rule, and our own struggle for independence was unfolding at the same time.
Yet the war came much closer to home than many realize. In 1944, Japanese forces reached India's borders, and the battles of Imphal and Kohima helped halt their advance into India.
Whether they fought in North Africa, Italy, France, Burma, or elsewhere, thousands of Sikh soldiers never returned. Across the two World Wars, over 83,000 Sikh soldiers were killed and more than 109,000 were wounded.
On D-Day, it's worth taking a moment to remember them too.
Their courage, sacrifice, and legacy remain part of our story.
It's time for crazy driving, crazy adventure, and crazy money! Crazy Taxi is back and going global!
Encounter unique characters, tackle a variety of high-octane missions, navigate cities featuring unique terrain and driving challenges, and experience nonstop driving action in this all-new adventure across the globe!
Wishlist Now on: XBOX Series X|S, PlayStation 5, and Steam.
https://t.co/qKjCAe2Fk0
A company of #SWC’s size might hope for coverage from boutique or specialist UK research analysts first.
Yet, here we are, with TD Cowen, a major US institutional investment bank initiating coverage & paying attention, with a £1 price target in ‘26
There’s more to come from SWC.
During a week where Strategy could have hammered the common ATM, they chose not to. Not a single cent.
If it's not clear already:
1. The foundations are complete.
2. $STRC is now the primary funding mechanism.
3. Strategy is no longer focused on simply accumulating Bitcoin at any cost. It is focused on maximising the ROI (Bitcoin Yield) of every Bitcoin purchase.
We are in a completely new phase.
Massively bullish.
Before you buy anything, always use AI to search for coupon codes.
Yesterday I found a 25% coupon code saving me $50.
I was also able to cancel a one-year subscription six months early.
And I also defended myself against unjustified late fees that a provider charged me.
Such savings alone more than pay for your premium subscription.
Upgrade your life by becoming an AI superuser.
Let's Start The Day Making S. Parmjit Sing Dhillon Famous, Worked Abroad For Years, Then Decided To Come Back To Panjab, He Started Food Cart Named 'Guru Kirpa Rasoi', He Serves Fresh Tasty Hygenic Food
Do Visit Him
📍 Punjabi Rasoi - Under Shade, J Block, Lodhi Club, Ludhiana
This week, @smarterwebuk was the top-performing stock in the FTSE All-Share, closing +28.5%.
Out of ~530 companies across the UK FTSE index series, we ranked #1 over the period.
After several months of more challenging sentiment for Bitcoin and the sector, it’s worth taking a moment to recognise the wins when they come.
It’s been a very busy week for the whole team and we’re focused on building on this momentum as we continue to execute our strategy through Q2 and beyond.
LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
Many talk about the income gap. Few talk about the yield gap. Expanding access to returns may be a faster, more practical way to narrow the wealth gap.
The Smarter Web Company is now the 27 largest public company holding Bitcoin on the balance sheet globally, according to @BTCtreasuries.
This move up was caused by a company previously holding more Bitcoin moving down (and IMO you should never sell your Bitcoin).
Today we also announced a transaction which I am immensely proud of - effectively acquiring Bitcoin (per share) at $49,000.
Looking forward to pushing further up the leader board.
LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8