trobbo

Craft beer and Crypto #Supnorthbrewco #running #bitcoin #TheARSENAL

[Charles Watts @charles_watts]

🚨 Hi everyone. To celebrate Arsenal’s title win I'll be giving away THREE 'Champions' prints by the brilliant @matthewjiwood to three random winners

- Simply repost this to enter

Winners picked on Saturday.

(If you're not feeling lucky the prints - and loads of others - can be found here: https://t.co/718xYZwECf)

[trobbo @trobbo]

Love this

[Jeff Swanson @theswansjr]

I never intended to become a Bitcoiner.

I heard someone mention, “Bitcoin is digital gold.”
I read one article.
I bought $50 worth, then sold it at a profit five months later.

Then I read the whitepaper.
Then I started going deeper:

• Inflation
• The supply cap
• The issuance schedule
• The thermodynamic security model
• The game theory
• Monetary history
• The Cantillon effect
• The fiat endgame
• Deflation as the natural state of a free economy

And somewhere between "interesting technology" and "holy shit, every dollar I hold is melting," you cross a threshold.

Then I found myself pouring my savings into Bitcoin because I understood the math.

Once you see that 21 million is the only hard monetary ceiling humanity has ever coded into existence, you can’t unsee it.

Once you understand that Bitcoin is an escape from a debt-soaked empire printing itself into irrelevance, you stop asking whether you should buy it. You start asking why the hell you waited this long.

Bitcoin is a journey.

Get started in 2026.

[The Smarter Web Company @smarterwebuk]

A lot can happen in a year - a short video from The Smarter Web Company to say thank you and reflect on a few highlights from our first 12 months as a publicly listed company.

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

[Coffee House Stocks @CoffeeStocksGuy]

$SWC (UK's biggest $BTC Treasury) now at just 26p/share.

The risk/reward is extremely attractive - especially if you're bullish on Bitcoin like myself.

For a 0.73 mNAV, you can get:

1. 2695 $BTC on the Balance Sheet
2. 34p of Bitcoin per share
3. A fantastic, transparent leadership team

Let's say $BTC rises back to $100k and SWC hits just a 1x mnav.

That is a share price of around 46p a share - almost a 2x with no premium!

Very attractive entry right now IMO.

$SWC $SWC.LN

[Peter McCormack 🏴‍☠️🇬🇧🇮🇪 @PeterMcCormack]

On Friday we are hosting our 3rd annual CheatCode conference.

We'll be covering the state of the world - money, markets, Bitcoin & what it takes to remain sovereign in an increasingly unstable system.

Keynotes from Lyn Alden and Jack Mallers.

Tickets: https://t.co/FzV0HIDuAS

[trobbo @trobbo]

@Arsenal Amazing!

[Zynx @ZynxBTC]

Bitcoin keeps winning today.

Smarter Web will be included in the
FTSE UK Index Series as a constituent of the FTSE All-Share Index and the FTSE SmallCap Index.

I am so confident that the best performing Bitcoin Treasuries are going to the top of their local premier index.

[Zynx @ZynxBTC]

Big day for Bitcoin in the UK.

Smarter Web are trading on the London Stock Exchange.

In just 9 months the company has gone from an IPO at £3.7 million market cap to the 462nd largest company in Britain.

This is the power of Bitcoin.

Special thanks to the Smarter Web Community which is one of the best I have ever seen.

Congratulations @asjwebley @Croesus_BTC @smarterwebuk.

Next stop, the FTSE 250.

[Jamie Knowles @the_desert_ape]

A historic day for Smarter Web, Bitcoin and the UK 🟠

[Andrew Webley @asjwebley]

This week marked a major milestone for The Smarter Web Company as we announced our intention to list on the Main Market of the London Stock Exchange.

This step represents the culmination of many months of detailed preparation, strategic planning, and close collaboration between our management team and our advisers, all focused on positioning the business for its next phase of growth.

We are delighted to now be able to share this important development with our shareholders, who have supported us since our IPO on Aquis approximately 9 months ago.

Taking a UK-born business from start-up to a public company is an achievement of which I am extremely proud. The intention to move to the Main Market of the London Stock Exchange marks the next significant milestone in that journey. I am committed to building a British success story that contributes to the UK economy, showcases the strength of the UK’s entrepreneurial spirit in the technology sector, and demonstrates how Bitcoin can be used as digital capital.

Transparency has always been a key pillar for The Smarter Web Company. One of the hardest parts of the last few months was that I was extremely limited in what I could communicate. That became even more challenging against a backdrop of weakening sector sentiment, which is a time I wanted to be more visible - I hope shareholders now understand that. Since our IPO, we have delivered on every commitment we set out, and I hope that reaching this important milestone further reinforces confidence in our ability to execute our strategy.

Despite time being limited this week, I was pleased to catch up on Wednesday with @ourgoodlifeuk. I undertook just this one media appearance during the week, and it felt entirely appropriate that this would be with James, who established the SWC community in the early days and has interviewed me on numerous occasions since. We covered a wide range of questions during the conversation, and shareholders can watch the full interview by finding the post on my timeline.

On Thursday, we also announced the proceeds from two days where shares held within our ATM-style facility were placed. This raised £1,673,092 before expenses, further strengthening our balance sheet.

On the same day I had a constructive call with a large UK fund manager where we discussed both Bitcoin and The Smarter Web Company. I said last week that UK Institutions are becoming more open to dialogue and this was yet another demonstration of that - over the next few weeks, we plan to hold more meetings with a range of both global and UK institutions.

On Friday, we published our prospectus, which sets out in full the rationale for the proposed listing and the timetable for its completion, as well as a comprehensive overview of our business, strategy and financial position. The publication of the prospectus is a significant moment in the process, providing investors with a clear and transparent view of The Smarter Web Company and the opportunity ahead. I believe that this development reflects both our ambition and our confidence in the long-term prospects of the business as we prepare to join one of the world’s leading public markets. It’s a piece of work we’re extremely proud of and want to thank everyone who was involved with it.

Since becoming a public company, one thing that gives me optimism has been the noticeable step forward with regards to understanding Bitcoin and Bitcoin treasury companies. Prior to listing on Aquis, we were extremely limited in the language and industry-relevant terms we could use in official documents - for example, our Bitcoin treasury had to be referred to as a “digital asset treasury policy”. Since then, through consistent dialogue and increased education, we are now able to use terms such as “Bitcoin yield”, “Bitcoin treasury policy”, and “mNAV”. This progress is important to recognise, as it gives us confidence that we are operating within a framework that is open to advancement and enables us to responsibly pursue new opportunities for growth with a balance sheet built on digital capital.

I would also like to give a special mention this week to @aw_smarterwebuk. Alex and I have worked together for more than a decade, and since we became a public company, he has taken the lead within our operating business. He is a key part of our team, bringing both deep experience and solid skills, and it is a real pleasure to work alongside him as we continue to build The Smarter Web Company. Our Web design business remains a core part of the company, and we hope to be able to share more details soon on how we plan to scale this.

It has been fantastic to see another week of energy and engagement across our community. I hope shareholders will continue to see momentum build as we move forward from here. We have, in my view, the strongest and most engaged Bitcoin treasury community on X, though I freely admit I may be slightly biased. Shout out to: @andysmith_asap @johnsthor1 @JohnCoo70815409 @80IQConviction @HenryBTCchef @doublediamond65 @Toffeebdm @matthewkerridge @Michaeljdobbin @Boutiquecapital @mattoshi21 @TuftyRaul @BitcoinPlebUK @Morpheus_DX @bitcoin_philos @jay_dee_ex @CloughsStuff @InvestorSmarter @DrBitcoinM50862 @the_desert_ape @jorddd_ @ZynxBTC @wildgoosejon @SmarterBuildBTC @ourgoodlifeuk @AFCB12 @levyuk @butler_np @Raj_Devsi @Frank54703905 @SmarterBuildBTC @DivBy21 @BitcoinBee21 and @smarter_dash.

Looking ahead to next week, @Croesus_BTC and I will be catching up with various people who have interviewed us previously and please keep an eye on our timelines to find out more.

I have also been planning my diary for 2026 as I want to try and get the right balance between attending some of the global events whilst at the same time pushing the business forward - which requires long days at my desk. I am looking forward to sharing some of the events with you in due course.

Next week, I hope to also share details of a shareholder raffle for those who would like the opportunity to attend the London Stock Exchange opening ceremony. I thought that would be the fairest way to involve some of our shareholders in an event that shareholders often do not get a chance to experience. When we have all the details, we will post this on X. Separately, we will be hosting an informal drinks event in the evening to mark the occasion and say thank you to all shareholders (details to follow).

I would like to end this update by saying how excited I am about what we can achieve this year and as I said last week our internal targets are ambitious yet achievable. While it has been encouraging to see the share price begin to strengthen, the real opportunity lies in what we are building: a modern operating business anchored to a Bitcoin balance sheet.

The power of digital capital in today’s world gives us a unique foundation on which to grow, invest and compound value over the long term. Unlocking that potential demands continued focus and disciplined execution and that is exactly what I intend to keep delivering as we build The Smarter Web Company using our 10-year plan.

Thank you for your support.

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

[Zynx @ZynxBTC]

I want to shed light on what FTSE SmallCap index inclusion means for Smarter Web.

TL:DR - Passive flows are coming for SWC.

The FTSE SmallCap Index includes companies ranked from roughly 351st to 619th largest on the London Stock Exchange's Main Market.

Some things to consider:

1) The FTSE SmallCap index has a market cap north of £50 billion with the largest company included having a market cap of £478 million.

Smarter Web market cap = ~£192 million and is Britain's 460th largest company as of writing.

2) FTSE small caps are included in broader world indexes like the FTSE Global All Cap Index and FTSE Global Total Cap Index, which cover large, mid, and small-cap stocks across developed and emerging markets.

Specific indexes, such as the FTSE Global Small Cap Index, also exist to track only small and micro-cap companies worldwide.

3) At ~£530 million market cap, Smarter Web would qualify for automatic inclusion into the FTSE 250.

This is not a political process like the S&P 500 so there's a real possible SWC could end up in the FTSE 250 before MSTR is in the S&P 500.

All of this summates to a perpetual passive bid for Smarter Web shares that we haven't seen before

I believe that Smarter Web will fly through the ranks very quickly because that is the power of Bitcoin.

Saylor has given SWC the green light to win the UK.

A new phase begins for the company.

[The Smarter Web Company @smarterwebuk]

RNS Announcement: Intention to List on Main Market and Notice of GM

The Smarter Web Company announces its intention to cancel the admission to trading of its ordinary shares on the Aquis Growth Market and seek admission of its ordinary shares to the equity shares (commercial companies) category of the FCA’s Official List and to trading on the London Stock Exchange’s Main Market for listed securities.

Please read the RNS on our website (link in comments).

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

[Adam Livingston @AdamBLiv]

Smarter Web Company is totally oversold and now is an amazing buying opportunity, especially if you believe Bitcoin is going back to all-time highs in 2026 and you believe an mNAV rerating back to 1.0 is inevitable.

The return from here is crazy with

Let’s do it cleanly and mechanically.

Step 1: Bitcoin price move

Start BTC price: $92,500
ATH target: $126,000

BTC multiple:

1.362

So +36.2% from Bitcoin alone.

Step 2: mNAV rerating

mNAV moves from 0.8 → 1.0

mNAV multiple:

1.0÷0.8 = 1.251.0 \ 0.8 = 1.251.0÷0.8 = 1.25

So +25% from multiple expansion.

Step 3: Combined stock price impact

Stock price ≈ BTC move × mNAV move:

✅ Final Answer

Total stock price return: +70.3%

Stock becomes ~1.70× current price

~36% comes from BTC recovery alone

~25% comes from the market simply stopping the discount

No leverage assumptions
No operational upside
No BTC yield
No narrative premium

Just:

Bitcoin back to ATH + discount closing = ~70% upside

That’s why sub-1.0 mNAV BTC treasuries are quietly insane when BTC is off its highs.

[Andrew Webley @asjwebley]

Ever since founding The Smarter Web Company in 2009, I have always enjoyed January. It is a month when many people choose to start new businesses, which is positive for our operating company as it often leads to new projects and opportunities. But for me, January is also about the renewed energy and optimism that comes with a fresh year - a time when people reflect on what they want to achieve and how they intend to get there.

Over the Christmas period, I have taken the opportunity to look back on 2025, both at our own performance and that of our peers. I have reflected on what we did well, where we fell short, and, most importantly, what we can do better. Trying to learn from others where possible.

2025 was not the year many expected for Bitcoin. Despite reaching a local high in October, it ultimately recorded a down year. I was not dissatisfied with this performance; after nearly a decade of investing in Bitcoin, I have learned that it rarely behaves exactly as anticipated. History has shown that periods of weakness are often followed by strength. And the long-term trend is very much up.

If we look at previous negative years, they have typically been succeeded by strong recoveries. Taking the post-decline years of 2015, 2019, and 2023, Bitcoin delivered an average annual gain of 93.7%, following an average decline of 55.7%, in the preceding years:

-30% (2014)
+34% (2015)

-73% (2018)
+92% (2019)

-64% (2022)
+155% (2023)

While past performance is not indicative of future results, I am highly optimistic about what 2026 may hold for Bitcoin. When I combine that outlook with what we have been building and what we intend to focus on in 2026, my confidence increases further.

During 2025, the term “digital capital” began to gain traction, describing companies such as The Smarter Web Company that are deliberately building Bitcoin into their balance sheets as the core capital asset. As this approach develops, different strategies are already beginning to emerge. I am confident that, as the year progresses, further models will appear, allowing the market to learn what works best in different conditions and regions.

Against this backdrop, I believe it is helpful to revisit two scenarios we have discussed on numerous occasions, to demonstrate why we believe our model is resilient - not only when Bitcoin sentiment is strong or prices are rising, but also when sentiment is weak or prices are declining.

1. Positive sentiment or rising prices

If Bitcoin performs strongly (and SWC trades above 1x mNAV), this represents the most straightforward scenario. In these conditions, our ATM facility would be able to operate effectively, and we would expect robust demand from both short-term momentum investors and longer-term value investors for fund raises in our equity, and our shareholder register should continue to institutionalise.

Distributing Smarter Convert, our Bitcoin-backed convertible, should also be more straightforward.

Strong price action has the potential to create a positive feedback loop that supports the continued execution of our Bitcoin accumulation strategy.

In this context, updating our subscription facility recently was an important step, providing additional flexibility and ensuring we are well positioned as sentiment improves.

2. Negative sentiment or falling prices

If Bitcoin trades sideways or declines (with SWC below 1x mNAV), we have been actively exploring a range of alternative tools. These include the responsible use of debt, share buybacks, potential adjustments to the convertible structure, and other options. Discussions on these topics have been ongoing with our advisers, team, investors, and key stakeholders.

Some options are more attractive than others, and any decision will ultimately depend on prevailing market conditions. Importantly, the current scale of our balance sheet - holding 2,664 Bitcoin - provides meaningful flexibility and a range of actionable choices.

To ensure we are prepared, we have already begun putting several of these tools in place, starting with shareholder approval for buybacks at the recent General Meeting, alongside other initiatives that are progressing but cannot yet be disclosed.

Regardless of market conditions, it’s important to remember we remain fully committed to growing our operating business. We are proud of the service we offer and believe we occupy a differentiated position that allows us to scale while maintaining very high operating margins via our focus on advisory, hosting, and ongoing support services. Over time, we expect this operating strength to both support continued Bitcoin accumulation and provide a resilient cash buffer, ensuring the sustainability of The Smarter Web Company no matter where we are in the Bitcoin cycle.

In an asset class defined by volatility, our focus remains on discipline (rather than prediction) and sticking to a long-term view. By preparing for a wide range of outcomes and maintaining flexibility in how we raise and deploy capital, we believe we are well positioned to navigate uncertainty while remaining firmly aligned with our long-term objective of growing Bitcoin per share.

As I have said before, there is no single “right” way to execute a Bitcoin strategy.

Different companies will pursue different approaches depending on their circumstances, stage of development and region. We are confident in the work underway to ensure we have a clear, well-informed understanding of the options available to us across all market conditions, and I look forward to sharing more detail at the appropriate time.

As always, I want to thank our community members for their ongoing support and for everything they do to support The Smarter Web Company. Shout out to: @andysmith_asap @johnsthor1 @JohnCoo70815409 @80IQConviction @HenryBTCchef @doublediamond65 @Toffeebdm @matthewkerridge @Michaeljdobbin @Boutiquecapital @mattoshi21 @TuftyRaul @BitcoinPlebUK @Morpheus_DX @bitcoin_philos @jay_dee_ex @CloughsStuff @InvestorSmarter @DrBitcoinM50862 @the_desert_ape @jorddd_ @ZynxBTC @wildgoosejon @SmarterBuildBTC @ourgoodlifeuk @AFCB12 @levyuk @butler_np @Raj_Devsi @Frank54703905 @SmarterBuildBTC @DivBy21 @BitcoinBee21 and @smarter_dash.

Finally, while I enjoyed a brief period of downtime over the Christmas break - even with some work continuing in the gap days - it was a welcome opportunity to spend time with my family. As we start January, however, my focus turns firmly to the year ahead and to several initiatives we have been working on that are now approaching the point of announcement.

I am confident that a number of these developments will be well received by our shareholders as they become known. 2025 was a year focused on laying strong foundations, and in 2026 we intend to build decisively upon them.

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

[Adam Livingston @AdamBLiv]

This is the first time in all of human civilization that the rules of money became stronger than the rulers of money.

And what’s crazier is that Satoshi did it anonymously, without ego, without profit motive, without political ambition, without personal gain.

He built something that transcends every individual, every company, every government, every era.

Humanity has never had a form of value that is:

Borderless
Permissionless
Scarce
Immutable
Self-verifying
Self-securing

Defended by global thermodynamic expenditure.

Owned by no one, controlled by no one.

This is alien technology compared to the legacy financial system.

Satoshi solved double-spending.
He solved sovereign capture.
He solved trusted third parties.
He solved monetary corruption.
He solved time theft.
He solved asymmetrical power.

He created the first system where the individual finally has more monetary sovereignty than the state.

Unfuckwithable is exactly the right word.

You’re witnessing the discovery of a financial constant, like the economic equivalent of discovering zero or calculus.

This is why you feel it so deeply.

This is why people get religious about it.

This is why every centralized institution on Earth is terrified.

Satoshi created the most important invention since the internet.

And the world is still pretending it’s a “risky asset.”

[Jesse Myers @Croesus_BTC]

@BitMEXResearch MSTR is short dollars, long Bitcoin.

It's not that difficult.

[Jesse Myers @Croesus_BTC]

Spaces tomorrow, 7 Nov, 3:30pm UK time.

@asjwebley and I will be discussing all things @smarterwebuk - RSVP using the button here.

What questions would you like us to address?

https://t.co/PLjSIFAwix

[What's The Problem? @satsvsfiat]

Introducing: “What’s The Problem?”

Let’s help *everyone* get to the starting line.

Accessible to all, the story of Fiatello and the Big Red Button is something we can all send *before* the first Bitcoin book / podcast / video.

Please share it with everyone you care about (link below).

Thank you Bitcoin 🧡
@satmojoe