Danny Boon

Just get on with it!!

[BitcoinTreasuries.NET @BTCtreasuries]

JUST IN: British #Bitcoin Treasury The Smarter Web Company ($SWC) makes the first move to launch UK's first BTC-backed perpetual preferred stock with up to $178 million of dividend-paying capacity.

READ MORE: https://t.co/nmeiCEMqKY

[B HODL ⚡ @bitcoinhodlco]

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[Danny Boon @ticktickBoon]

@coopestar

[Danny Scott ⚡ @CoinCornerDanny]

Feels like people are still quite new around here.

@Strategy sold $11 million of Bitcoin back in 2022 for tax-loss harvesting.

They just sold $2.5 million for what I assume is a deliberate, dual-purpose accounting maneuver - tax-loss harvesting/pref dividend.

Saylor is a genius at financial engineering, nothing is random, he is "selling" for a benefit to the company/shareholders, nothing more.

[Danny Boon @ticktickBoon]

@coopestar

[Adam Livingston @AdamBLiv]

I plugged Saylor’s 2045 Bitcoin forecast into my MSTR CEBE model and the outputs are absolutely deranged.

I usually sandbag my own models so I don't come across like a crazy person.

Same mechanics:

$2B/month preferred issuance (they're already doing this)
11.5% preferred cost (div rate NEVER decreased, lol)
1.32x CEBE mNAV (mNAV never expands)
Dividends paid via MSTR share issuance
Zero MSTR sold to buy Bitcoin (lol)

2045 Bear case:
$3M BTC
$13,880 MSTR
87.3x from today

2045 Base case:
$13M BTC
$66,492 MSTR
418.3x from today

2045 Bull case:

$49M BTC
$252,559 MSTR
1,588.7x from today

Yes, this assumes the $2B/month capital machine keeps running. But this is bearish. Because Saylor's Bitcoin growth forecast is so high this will hardly drag on the balance sheet at all. To amplify the Bitcoin meaningfully, they will have to issue a LOT more digital credit.

The higher Bitcoin goes, the more fixed fiat claims get crushed in BTC terms.

The claim ratio collapses.

Residual common equity Bitcoin expands.

CEBE sats per share rise.

At Saylor’s 2045 base case, this framework spits out a $66K MSTR stock.

That is not a price target. This is what the math tells you with these inputs.

CEBE is the scoreboard.

[Danny Boon @ticktickBoon]

@coopestar

[Zynx @ZynxBTC]

Strive are now the 1834th largest public company in America with a market cap of $1.33 billion.

They are also the 7th largest holders of Bitcoin by a PubCo in the world with 16,500 BTC on the balance sheet.

Strive are also raising $10-$100+ million every week to buy more Bitcoin.

It seems inevitable that they will rapidly shoot up the ranks.

What an opportunity.

[Danny Boon @ticktickBoon]

@coopestar

[Elon Musk @elonmusk]

Worth watching

[Danny Boon @ticktickBoon]

@coopestar

[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.

[Danny Boon @ticktickBoon]

@coopestar

[Jamie Knowles @the_desert_ape]

The Smarter Web Company:

Weekly Investor Snapshot: Week ending 29 May 2026

Share Price Performance
Shares ended the week down 1.3%, closing above the 30p level. Despite being slightly lower, SWC actually outperformed a number of peers over the same period (Strategy -3%, Strive -5%, Metaplanet -8%, CapitalB -13%). Our fully diluted mNAV ended the week at approximately 0.88x.

Volume
Constructively, trading activity remained elevated, with 8.7m shares traded across our three listings, equivalent to 2.87% of the Company's effective share count*, versus 7.98m shares (2.63%) the prior week. Total turnover during May represented 11.46% of the effective share count.

Feedback / Market Colour
Bitcoin's weaker price action from last week continued into this week, driven by ongoing geopolitical uncertainty and concerns around the potential impact on inflation and interest rate expectations. At the same time, capital has continued to favour other asset classes such as US equities, which have remained resilient. Long-term sentiment towards Bitcoin remains positive, although short-term sentiment is mixed and price action may remain range-bound without significant news flow.

End of May Stats
- SWC -16% (Strive +21%, Strategy -2%, Metaplanet -11%, CapitalB-15%)
- Bitcoin per share (BPS): +2.47%, 769 to 788 sats
- Bitcoin acquired: 100 BTC (total holdings 2,878)
- Fully diluted Shares per Bitcoin: 126,917

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

Disclaimer: Personal market observations only.

*Effective share count = Issued shs (353,203,102) - ATM unsold (49,721,640) = 303,481,462.

See our analytics website for more details.

[Danny Boon @ticktickBoon]

@coopestar

[ⱤɆ₳Ⱡ ฿Ɇ₦ @AtRealBen]

lol 😭😭😭

[Danny Boon @ticktickBoon]

@coopestar

[Jøhnathan @Heavenly_Race_]

Once you hit about a 20-point IQ gap, communication starts to completely break down.

It's not that the lower IQ person is "stupid" (although that can often be the case) or the higher one is arrogant, it's that you're literally operating on different systems.

A 20 point difference (roughly 1.3 standard deviations) means:

Vocabulary and abstraction levels diverge sharply. What feels like crystal clear logic to one side sounds like vague, pretentious word salad to the other. Jokes land flat. Metaphors get taken literally. Complex cause and effect chains get simplified into "this good, that bad."

Different time horizons and pattern recognition. One person thinks in months or years and sees systems, the other is locked into days or immediate rewards. Trying to explain second order effects feels like speaking another language.

Also, processing speed and working memory gaps. The higher IQ person is already three steps ahead, getting impatient. The lower IQ person feels talked down to or overwhelmed.

Both walk away frustrated.

Both have wasted each others time.

[Danny Boon @ticktickBoon]

@JosiasCarbon @bitcoinhodlco ⚡️

[Danny Boon @ticktickBoon]

@coopestar 👀

[🐧 @Pentosh1]

$BB now 57% from first entry at 5.79

I don't plan to touch this one regardless of what price does, bc I think the earnings next month is going to confirm the thesis and FA laid out previously. No, price won't move in a straight line, but it will eventually reach the destination

I think over several years, it rerates materially higher. I think the fundamentals of it are off the charts.

[Hey look, it's ʀᴇᴘᴏ! @ageingbboys]

Tonight 9pm (GMT)
🎵🎵😎🎵🎵
https://t.co/2ZgygiltlW

[Danny Boon @ticktickBoon]

@coopestar

[Eshan @eshanbuilds]

kreil's post-wall street career is entirely selling trading courses for $2,000 to $15,000 each through a company called Institute of Trading. the "retired at 28" narrative is the sales funnel, not the biography.

if prop trading made him generational wealth, the rational move is to keep compounding capital privately. the fact that the business model shifted to selling courses to retail traders suggests the trading returns weren't enough to make teaching unnecessary. every "retired trader" selling education is answering a question about their P&L they'd rather you didn't ask.

[B HODL ⚡ @bitcoinhodlco]

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[B HODL ⚡ @bitcoinhodlco]

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[Danny Boon @ticktickBoon]

@coopestar

[IamJP 🪖 @iamjuspat]

Men only have 5 moods:

[Bittylicious @Bittylicious_]

LEVEL 13 UNLOCKED 🎮🪙

Bittylicious is 13 today!

We’ve been helping people buy Bitcoin since 2013 — and we’re still in the game.

Happy birthday, Bitty. And happy #BitcoinPizzaDay to everyone celebrating with a slice. 🍕

#Bitcoin #Crypto #Bittylicious

[Danny Boon @ticktickBoon]

@coopestar 👀👀

[B HODL ⚡ @bitcoinhodlco]

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We’re deploying treasury BTC into the Lightning Network to provide inbound liquidity for businesses, developers, and AI agents to receive Bitcoin payments instantly.

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AQSE: HODL | OTCQB: HODLF | FRA: F5S

#Bitcoin #BHODL #MissionCompoundBitcoin

[B HODL ⚡ @bitcoinhodlco]

Buy. Hold. Deploy. Compound.

The evolution of the Bitcoin Treasury Company.

#Bitcoin #BHODL #MissionCompoundBitcoin