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@BitcoinPlebUK @camelfinance @andysmith_asap As much as I’m playing, given where we are now, with the shares I’ve stacked if I held them all that drop from the top would still be a fair chunk of change. Hope we get to experience that even so. Those numbers are bonkers ha.

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@andysmith_asap @camelfinance 😂

[Rupert Lowe MP @RupertLowe10]

Inflation has eaten us alive. Wages wiped out. Savings eroded. Families poorer. Life more expensive. We are all getting ripped off. The economy does not work for us. Why?

Because Britain is addicted to the size of its own state.

It is simply far too big. The taxes to fund it are too great. The printing of money to prop it all up is so very addictive.

It is catastrophic for working men and women. It makes all of us poorer.

The indolent are rewarded, the productive are sucked dry.

There is one way to fix it, one painful way.

Slash back the size of the state, followed by enormous tax cuts and then we have to live within our means. No money printing.

Crush parasitic Britain.

We cannot tax and spend our way out of this hole.

It’s impossible.

There is one political party honest about the required pain, and that’s Restore Britain.

If you want to sit on universal credit in your pyjamas all day, don’t vote for us.

If you want to contribute and be rewarded for doing so, then there is finally a party for you.

Does this win us votes? Possibly not. I don’t know. But it’s the truth. And it needs to be said.

[80 @80IQConviction]

Blackrock just recommended a 1-2% portfolio allocation to btc to enhance portfolio returns without a lot of risk.

We should probably stop been fannies and be a lot more bullish 🫶

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@Paulcottom @asjwebley Of course ha. Can’t understand why anyone would’ve voted against but heyho. Excited to see this play out

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@Paulcottom @asjwebley I think I’m the 0.06% as I couldn’t get into my HL account to vote this time around. I’ve voted before but didn’t this time. Been a right faff with their support to get things sorted. Sorry @asjwebley, glad you didn’t miss my votes and made it over the line 😅👏🏻

[Micro2Macr0 @Micro2Macr0]

#Bitcoin is BULLISH 🐂 AF right now!!!

1) Closed above the 200 weekly moving average.
2) Sitting above peak volumes on the local time frame.
3) Back above a 10 YEAR SUPPORT LINE!!!! 🤯
4) Locked in a bullish divergence.

[Peter Lane @Peterlane1985]

Last bottom was $15,500

If you held to $126k you were 700% up

If you still hold you’re still 300% up

Now we’re at $64k, from here 400% takes it to $320k

500% goes to $384k

600% is $448k

If Bitcoin does the same 700% from the bottom of this cycle it’ll go to $512k

Act accordingly 🧡

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@DivBy21 @smarterwebuk Same… been away with the family for 2 days and tried to stay off the phone. Checked in throughout the day and my priority tomorrow morning is to solve the puzzle that is “how to buy more SWC” 😂

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@andysmith_asap @SWC_Wiki Yeah I’ve been following the Pref products for a while but seeing these kind of buys now is mad. I know it’ll take a while to get going but worth the wait hey ha

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These first few minutes should be taught in schools and Universities (but it never will)… Once you see it you can’t unsee it 👀💡Bitcoin is Getting CRUSHED By Everything — Here's Why! https://t.co/C8H8TKJZSZ via @YouTube

[Jesse Myers @Croesus_BTC]

I’m sick of it. The Bitcoin gloom and disappointment. Don’t you see what is underway?

When you close your eyes, there’s one number you should see in your mind: $500T of fiat assets.

That’s how much global asset value is sitting in Bonds (fixed income) & Money (M2 fiat currency). Why does that matter?

Because that giant reservoir of ~½ the world’s asset value contains the potential energy necessary to power hyperbitcoinization.

This is what Saylor sees.

But do you see it yet?

Consider Hoover Dam. The reservoir behind it contains 12 TWh of usable hydroelectric energy – it just looks like one big lake, calm and placid. But if you stick a pipe through that damn and put a turbine generator in the middle of it and let the water run through it… you can generate enough energy to power the city of Las Vegas for 5 years.

That’s potential energy. Stored, untapped power. And by removing the barrier for the water to flow towards a lower energy state, you can harness the pent up power of the reservoir.

This same mental model works for capital.

A high Sharpe ratio is the financial analogue of a low-energy equilibrium state. Capital flows downhill, always seeking lower risk per unit of return.

(Yes, I know everyone thinks about it as “highest return per unit of risk”, but this is the equivalent and helps understand the physical metaphor)

Do you see it yet?

Think about all the capital parked in fixed income instruments or money market funds. All of this capital is parked there because it has historically provided an acceptable trade-off of modest nominal returns for minimal risk.

The entire premise of fixed income is “here’s a way to park cash in low-risk instruments that will generate a positive return slightly greater than inflation.” Adjacent to this asset category is “cash and cash equivalents” where the value proposition is somewhat smaller returns in exchange for even less risk.

And over the decades, a steady stream of capital has found its way into these asset buckets that promise low risk and modest nominal returns via future fiat cashflows.

These buckets have become a giant fiat reservoir, brimming with nearly $500T of capital.

Do you see it yet?

Along comes Strategy. @saylor realizes that much of this $500T of capital would be better off if it flowed into Bitcoin. But Saylor also recognizes that this reservoir of capital is inherently constrained. Boxed in by convention, investment mandates, risk management, volatility aversion, etc.

It won’t flow to Bitcoin on its own. It can’t – it’s walled off, dammed up.

Strategy engineers a solution. Creates a product to meet that capital where it’s at. The $500T fiat asset reservoir wants low risk, low volatility, fiat cash flows. Strategy designs preferred equity instruments that solve for these constraints, while Strategy uses the fiat capital proceeds to buy Bitcoin (which it believes will appreciate at 29% CAGR for the next 20 years).

In exchange for capital today, STRC offers 11.5% annual returns with volatility asymptotically approaching 0. The Sharpe ratio is off the charts. It breaks everything in tradfi portfolio allocation. At first glance, it seems impossible. But it works because it’s not powered by risk-taking layered on top of fiat inflation; it’s powered by the ongoing monetization of a superior monetary asset whose endogenous properties ensure its appreciation when valued in fiat currency units over time.

Saylor terms this kind of Bitcoin-powered fixed income offering “Digital Credit.”

When a commodity flows from a high-energy state to a low-energy state, it releases energy. In the case of Hoover Dam, that energy can be used to power a hydroelectric turbine. In the case of Bitcoin treasury companies with Digital Credit offerings, that energy can be used to power shareholder returns for common equity holders. This can happen in every major capital market in the world.

Do you see it yet?

Strategy has stuck a pipe through the dam. A conduit through which capital can flow out of the Fiat Asset Reservoir and towards a low-energy equilibrium state. Digital Credit offerings (e.g., STRC, SATA, and others) create that value proposition.

And what’s the Total Addressable Market (TAM)? All $500T of fiat assets in the reservoir.

The recent SpaceX IPO Prospectus recently made a splash by claiming the company had a combined $28.5T TAM, proclaiming that this was the “largest TAM in human history.”

But my essay from 2023 titled “Bitcoin’s Full Potential Valuation” already articulated how Bitcoin’s TAM is all value itself, above and beyond the usual lens of annual economic activity across industries. Saylor read it, adopted it for his presentations, and built on it with the Bitcoin24 valuation model.

The SpaceX Prospectus is wrong. Bitcoin has the largest TAM in human history.

And Digital Credit has the second largest TAM in human history – the $500T Fiat Asset Reservoir.

Do you see it yet?

Digital Credit offerings will redirect some % of the $500T Fiat Asset Reservoir into Bitcoin. This will happen because the value proposition of Digital Credit offerings is higher Sharpe than anything I am aware of in the entire $500T reservoir, inflation-adjusted.

Think of it as the Second Law of Capital Dynamics: capital flows toward assets offering superior risk-adjusted returns.

If Digital Credit ingests 1% over the coming decades, that’s $5T. It seems unreasonably pessimistic to think that only 1% of the $500T Fiat Asset Reservoir would be interested in vastly better returns with a similar (or better) risk profile.

Let’s say Digital Credit appeals to a (still-conservative) 10% of the $500T fiat asset reservoir, that’s $50T.

Bitcoin is currently a $1.5T asset.

Do you see it yet?

Digital Credit may direct a torrent of $50T of capital into Bitcoin over the coming decades. All of it bidding for a finite supply of Bitcoin.

The scale of that inflow would likely drive Bitcoin’s valuation to $10m/BTC, or ~$200T total.

Digital Credit is the plumbing of hyperbitcoinization.

This is how it happens – you’re watching the early stages of Bitcoin’s monetization megatrend.

The question is: do you see it? Or will it have to play out first?

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@Michaeljdobbin Absolutely, I wasn’t referring to AI being ‘taught’ in schools, more that now it’s here, the requirement to memorise huge amounts of information from text books, then be tested on that ability to memorise and then write it down on a specific day - is less important than it was

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What @Michaeljdobbin said. Especially about education and what we teach our children now AI is here and what is coming next. Simply letting children ingest information from iPads instead of textbooks isn’t going to prepare them either.
Great post 👏🏻

[Michael Dobbin BTC SWC @Michaeljdobbin]

I usually try to stay out of politics, but headlines like this make that difficult.

A couple of years ago, I might have thought this kind of policy sounded like a good idea. Since then, I have spent a lot of time learning about investing, markets, the economy, and how governments actually build long-term prosperity. The more I have learned, the more I have come to the same conclusion: you do not create growth by punishing the people, businesses, and investors who generate it.

The real issue is not just whether a government can raise another £12 billion. It is whether the market believes the country has a serious plan. If investors lose confidence, bond yields rise, government borrowing becomes more expensive, and debt interest costs climb. £12 billion sounds significant in a headline, but it does very little if the wider message is that there is no credible strategy for growth, productivity, and spending discipline.

If I were running economic policy, my priority would be simple: restore confidence, cut wasteful spending, lower the tax burden over time, and create the conditions for investment and productivity to grow. The country does not need more short-term political gimmicks. It needs a serious long-term plan.

I also think Britain needs to start preparing properly for the world that is coming. AI will change the economy dramatically. Used well, it can reduce costs, improve efficiency, and raise productivity across both the private and public sectors. That means training adults, supporting companies that invest in AI skills, and introducing AI into hospitals, schools, councils, and government departments where it can improve services and reduce waste.

Education matters too. We should be teaching children the basics of money, compound interest, saving, and asset ownership much earlier. A country becomes stronger when more people understand how to build financial security, not just how to earn and spend.

More broadly, I want to see a political class with more real-world experience and a deeper understanding of how growth is actually created. Prosperity does not come from chasing headlines or constantly redistributing a shrinking pie. It comes from building an economy where people can produce more, earn more, save more, and invest more.

That is the path to genuine long-term growth. Not class warfare. Not vote-buying. Not headline politics. A serious plan, a productive economy, and a government that understands wealth must be created before it can be shared.

Have a great day.

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https://t.co/jbv3tazwsw

[Tony Ward @TonyWard867811]

£400,000.

Fifteen years from retirement.

Forty five years of work behind it.

In five years it buys what £223,362 buys today.

£176,638 stolen. Not in tax. In purchasing power.

The grandchild's degree.
The daughter's deposit.
The son's business.

Gone before you have spent a penny.

Bailey sets the rate. Reeves sells the debt. Starmer signs the cheques.

Three people. One robbery.

Your family pays.

The thief is not at your door.

The thief is in your government.

Your life raft is Bitcoin, get on it bloody quickly as time is running out.

[Andrew Webley @asjwebley]

Bitcoin is for everyone.

Individuals, companies, charities, countries, governments - ultimately, the entire world.

In my view, Bitcoin is the best protection against inflation and endless irresponsible monetary policy.

Save it. Spend it. Stack it. Build with it. Use it however you choose.

We should stop judging how others use Bitcoin and recognise what it represents: a new form of digital capital for the world.

Traditional capital has always been used differently by different people and institutions - Bitcoin will be no different.

The world needs a little less friction, a little more freedom, and a little more hope.

Bitcoin gives us that possibility.

[Michael Dobbin BTC SWC @Michaeljdobbin]

Good morning, Smarters!

Well, what a start to the day. An RNS with 27 BTC and money raised in the ATM. Now at 2,805 BTC.

I cannot stress enough how important these small buys are for us just now. In years to come, these will be worth so much more.

Bitcoin is looking like it wants to keep climbing and hit 81k earlier this morning. The higher Bitcoin goes, the smaller the debt ratio.

You really should start to understand Prefs. These look like they will be introduced soon. The mechanism on how the company pays the dividend is not important at the moment. Andrew, Jesse, Jamie and a team of lawyers will be making sure we get the best version the UK will allow.
Let us get out there, promote @smarterwebuk. As a retail group of investors, we will stick together and watch this grow. POST, POST, POST! Tell the world.

Have a wonderful day, everyone.

Not financial advice.

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#SWC #TSWCF #3M8 #BITCOIN #HODL

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