.@smarterwebuk started July with 543 BTC. Meaning, we've added +235% more BTC in July alone What will we do the rest of the year?? @asjwebley #SWC $TSWCF $3M8.F

To honour Jesse's @Croesus_BTC work, I've decided to calculate SWC's P/BYD ratio after today's Bitcoin buy. So, using the formula with mNAV at 3.67 and the 30 day BTC yield at 189%... y = ln(3.67) / [12 × ln(2.89)] ≈ 1.299 / 12.732 ≈ 0.102. P/BYD = 0.102 This is roughly 36 days just to cover the SWC mNAV premium based on the 30 day BTC yield. Essentially, Smarter Web is absolutely killing it. It won't be long before we receive £35-40mil+ from the ATM to continue stacking, plus whatever money Andrew is working hard to raise. HOW CAN YOU NOT BE BULLISH 🔥🚀

I have more thoughts that I'll try to put into a post later, but in a nutshell... 👌

Bitcoin is just 0.2% of global asset value. Do you think it will stop here?

.@saylor is going to offer cash holders better interest rates than money market funds... all powered by #Bitcoin

There's only 5.3% of #Bitcoin left to be mined. Meanwhile, ~0.1% of the world has adopted BTC as a primary treasury asset / savings technology. 0.1% of the world fighting over 94.7% of supply got us to $120k/BTC. How high will 99.9% fighting over the remaining 5.3% take us?

"Chancellor on the brink of raiding #Bitcoin piggy bank to relieve budget failures." This is why G7 governments will be among the last entities to meaningfully adopt Bitcoin as a treasury asset. Even if they hold some, they can't resist "taking profit" Well-run BTCTCs are the best hope for delivering meaningful Bitcoin uplift to G7 pensions, via inclusion in key national indices (e.g., S&P 500🇺🇸, FTSE 100🇬🇧, etc.) Every country deserves a BTCTC determined to accumulate Bitcoin, increase Bitcoin per share over time, and never sell. @asjwebley and @smarterwebuk aim to deliver this for the people of the UK

My Big 3 Treasuries Right now, these are my highest conviction bets, with the best risk vs. reward. I call them my Big 3: 🇺🇸 Strategy 🇯🇵 Metaplanet 🇬🇧 Smarter Web These are the bets I am most comfortable in for the long term. I also see them as „bear proof“. All my other bets are more speculative, and currently have the goal to increase my Big 3. Over time, the Big 3 will expand into the ₿7. Enterprising investors will be able to outperform them by going further out the risk curve. But 99% of people will be best served to just focus on the Big 3 or ultimately the ₿7. That‘s how I see it.

To get my news on Bitcoin treasury companies, I've started scrolling through @BitcoinPierre profile. The latest and most interesting stuff is all there, would recommend.

"we've been calling it 'p-bid' in math lab" ... it's kinda like a code that says "I'm a quant" and you know how girls love quants!