justburrough

[justburrough @jusburrough]

@CernBasher @phongle Short term pain for long term gain?

[justburrough @jusburrough]

@andysmith_asap @ritsut @asjwebley 🍿🍿🍿

[Double Diamond @doublediamond65]

This is for the .06% Shareholders ⬇️

Smarter Web Company

The UK’s First and Largest Bitcoin Treasury

[justburrough @jusburrough]

@SWCPerShare Too much winning?

[justburrough @jusburrough]

@asjwebley Thank you as always Andrew, just wrapping my head around the different btctc valuation models, so this comes a perfect time. This is very clear 🙏

[justburrough @jusburrough]

@smarter_dash @andysmith_asap Thanks guys it was a brilliant tool, hope it comes back soon

[justburrough @jusburrough]

@AdamBLiv Great opportunity, keep up all the fantastic content!

[justburrough @jusburrough]

@Croesus_BTC @0xbenharvey @Toffeebdm @asjwebley @smarterwebuk 👀👀

[Chief OG @andysmith_asap]

The lower the Bitcoin price when we launch our preferred perpetual equity the better as when Bitcoin starts to rise amplification reduces and we issue more preferred stock.

We are in the right stock.

Also worth noting $MSTR was $14 on 29th December 2022 at the bottom of the last cycle and hit $543 20th November 2024. So in 23 months that was a 35 x.

35 x from here $SWC would be £9.56

At the beginning of the last cycle Strategy didn’t have a preferred perpetual equity……

Patience is key.

Have a great weekend. People love to say touch some grass, however fuck that. Work hard, keep learning about Bitcoin and treasury companies.

AI is coming for most peoples jobs. In a couple of decades time you will have all the time in the world to enjoy yourself as AI and robots replace the workforce. Make sure you have made enough money to live the life you want starting today!

🚂🇬🇧🇬🇧LFG!

[justburrough @jusburrough]

@asjwebley Thanks Andrew, certainly a lot of FUD out there at the moment, I have faith in the model and trust your leadership and the team to execute, onward

[Double Diamond @doublediamond65]

What If ?

Bitcoin soft price is very good news for Smarter Web

What If ?

You knew that within the next 6-10 weeks many millions of pounds are going to be available for you to invest

Let’s explore firstly
SWC will know exactly what the price of capital is going to cost 8/9/10 %

Capturing the Spread is the key 🔑
That depends on the cost we buy Bitcoin

£50 Million new Capital @ BTC of £46k = 1086
£50 Million new Capital @
BTC of £90 k = 555

I know I would rather have 1086 Bitcoins

Remember we know the cost of acquiring the Capital!

So a soft BTC price right before a preferred raise is strategically excellent for SWC ordinary shareholders

The preferred holders don’t care about the BTC price they just want their 8% coupon

SWC gets to lock in cheap BTC with someone else’s capital, and the ordinary shareholders gets the upside

I’ve done a graphic to visualise the capital engine we will have

Guys we will have 2 ATM’s running at the same time

First UK Pref possibly First European possibly First outside USA

@smarterwebuk
Innovating The Future

Have a Great Weekend

[justburrough @jusburrough]

@Lusu_91 @starjumporg They are different ships for different roles. The Javelin is supposed to kill anything the same size as it and below, it's modularity also provides it other specialised roles.
You'd use an Odin to take out another Odin or space stations and Vanduul Maulers, etc

[justburrough @jusburrough]

@Lusu_91 @starjumporg Javelin is min crew 12, Odin is 33. Quite a big crew difference

[justburrough @jusburrough]

@andysmith_asap @SWC_Wiki that's in 16 days, seesh moving fast 🚀

[Adam Livingston @AdamBLiv]

A fun model of what Smarter Web Company might look like it they started issuing $10m per month of preferred shares today:

Model assumptions:

$10M/month preferred issuance
10% preferred cost
30% BTC CAGR
CEBE mNAV goes from 0.77x to 1.0x
sell common stock to pay dividends
zero common stock dilution to buy Bitcoin

Start:
2,878 BTC
2,541 common equity BTC
723 CEBE sats/share
$0.41 implied price

Year 10:

8,691 BTC
7,487 common equity BTC
1,365 CEBE sats/share
$13.89 implied price

That is 33.9x in the model.

The share count rises 56%.

They would end up juicing the amplification ratio to just under 40% within two years of this model, and then it would start to fall.

CEBE sats/share rises 89%.

This is the whole game.

[Jesse Myers @Croesus_BTC]

"UK Asset Landscape" now published.

Key takeaway: the UK commands ~6% of global asset value, and more of global money and equities.

In my opinion, the UK is one of the most attractive capital markets for BTCTC strategy.

Document on @smarterwebuk website. Link in comments.

[justburrough @jusburrough]

@asjwebley @StrategyTracker Bat Signal, rally the troops

[justburrough @jusburrough]

@Micro2Macr0 Can't wait util the daily dividends kick off, really interested to see how they perform

[justburrough @jusburrough]

@smarter_dash now we just need some sweet orange nectar to give a whirl

[Sovereign Stacker⚡️🇧🇷 @sats_freedom]

Bitcoin or slavery.