Former investment analyst šŸ“ˆ, now software developer šŸ’»

Joined August 2010
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$SWC Preferred offerings for #Bitcoin coming soon?
More than half of all Bitcoin in circulation is now held at an unrealised loss, a signal that has coincided with every major bear market bottom in history. Bitcoin is just above both the two biggest support levels, 200WMA ($61.3k) and realized price ($53.8k). Bitcoin power law support sits at c. $60k Those that understand Bitcoin realise the opportunity these price levels provide. Those that don’t track the above key metrics and perhaps don’t have an understanding of the history of Bitcoin as well as an understanding of the current global capital flows and liquidity are at greatest risk of selling at or near the local lows. Might we see further drops? Perhaps. But the long term thesis remains as strong as ever. In amongst the noise $SWC continue to execute. The June 17th vote for the proposed reduction of the share premium account draws nearer; a key pre-requisite for the launch of the all important preferred equity! Get voting if you haven’t already. Relative to Bitcoin price movement in recent days we’ve seen mNAV steadily expand and for the majority of the day the ATM has been back in action. Approx 1 Bitcoin generated by the ATM today, demonstrating relative strength as the market sees the path to one of, if not the very first, to launch a digital credit perpetual preferred equity outside of the US. Tune in to the @smarter_dash tomorrow to track live ATM progress! The progress being made in these continued tough Bitcoin market conditions is creating the foundation for success for years and decades to come. We continue to watch history unfold before our very eyes. Some times asymmetry is stronger than others. How asymmetric is the opportunity today? That’s for you to decide. Onwards! šŸš€
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JUST IN: British #Bitcoin Treasury The Smarter Web Company ($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: bitcointreasuries.net/news/s…
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There is going to be a huge liquidity rush into STRC before the ex. div date on June 15th. As per usual. But the rotation after that into SATA for the daily dividends is going to be HISTORIC. Digital credit will provide lots of buying pressure for Bitcoin. Just getting started.
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Replying to @Croesus_BTC
I TAKE THIS APPROACH
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🟠 SWC-Wiki Spotlight: @BitcoinBee21 🟠 Meet Nick (@BitcoinBee21), former investment analyst turned software developer, proud Bitcoiner, and one of the most consistent, positive forces in the entire #SWC community. A committed long-term SWC holder, Nick shows up every single trading day with his legendary personal challenge: buying Ā£10 of SWC shares until the company enters the FTSE 100. He’s already clocked in dozens of days. Known for sharing regular updates, charts, and his signature line — ā€œI like the stockā€ — that has become a beloved community meme. Whether it’s celebrating sats-per-share gains, BTC treasury growth, or the upcoming LSE uplisting, Nick brings relentless bullish energy and real skin-in-the-game conviction. But his standout gift to the crew is the incredible Webley Tracker he built and maintains: thesmarterinvestmentguy.com/… This clean, regularly updated dashboard is pure community gold, tracking everything #SWC plus a dedicated BTC Accumulation Race section that puts SWC’s pace front and center. And here’s where it went nuclear: Nick’s Webley Tracker — especially the vivid BTC accumulation race visuals — hit X by storm and lit up live streams from top Bitcoin influencers. It helped cement SWC’s reputation as ā€œthe fastest horseā€ in the global Bitcoin treasury race, showing the world how SWC was stacking sats at an astonishing rate never seen before — outpacing early Metaplanet milestones and turning heads across the space. CEO Andrew Webley himself has repeatedly shouted it out as one of his personal favorites, featured it officially on SWC’s site alongside the big trackers like StrategyTracker, and keeps the orange dots multiplying right alongside the community. From daily buying pressure and timeline positivity to building essential transparency resources that went viral, Nick doesn’t just talk about the SWC mission… he lives it, stacks it, supports it, and broadcasts it to the world. Nick, your discipline, tools, and infectious ā€œI like the stockā€ vibe are genuinely leveling up the whole SWC squad. The community sees you, appreciates you massively, and is right there with you every step of the race. We like "The Bitcoin Bee" šŸšŸ§”šŸš€
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Can we please end the idea/narrative/worry (whatever it is) that SWC can’t pay the dividends on preference shares. It’s happening 😈
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JUST IN: British publicly traded The Smarter Web Company ($SWC) buys an additional 25 #Bitcoin and now holds a total of 2,830 BTC. šŸ”øBitcoin 100 Ranking: 27šŸ”ø
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RNS Announcement: Subscription Agreement Update - £0.9m Proceeds The Smarter Web Company announces that 2,345,900 Ordinary Shares have been placed in accordance with the terms of the Subscription Agreement announced on 24 December 2025. Please read the RNS on our website (link in comments). LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
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šŸ”„SMARTER WEB COMPANY BUYS 28 BITCOINšŸ”„ While your savings get ravaged by inflation and the British Pound quietly commits suicide in a skip, Smarter Web just casually dropped Ā£1.6 million on another 28 Bitcoin like it’s Tuesday. Now holding 2,778 BTC at an average Ā£81,785. Total Bitcoin treasury: Ā£227 million and climbing. QTD BTC yield: 12.98%. Your ISA is crying in the corner. Theirs is laughing in sats. 769 sats per share, you absolute peasants. They leveraged another Ā£13.5M from Coinbase at a cheeky 9.3% because nothing screams ā€œwe fucking love Bitcoinā€ like borrowing dying fiat to stack more immortal orange coin. The RNS even includes the FCA’s mandatory ā€œthis is high risk btwā€ copium paragraph. SWC response: ā€œYes queen, and?ā€ A web design company executing The 10 Year Plan like it’s a hostile takeover of sound money. UK’s largest public Bitcoin holder is the lads who make your baller corporate homepage. Most companies are still bagholding worthless cash and praying for 1.8% yields. These legends are becoming a Bitcoin hedge fund with a side hustle in websites. The great wealth transfer is live and it’s hilarious. Stack sats or get rekt into the stone age, normies. This is the only correct corporate strategy in 2026.
RNS Announcement: Bitcoin Purchase The Smarter Web Company announces the purchase of additional Bitcoin as part of "The 10 Year Plan" which includes an ongoing treasury policy of acquiring Bitcoin. Please read the RNS on our website (link in comments). LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
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28 BITCOIN WITH YOUR TEA AND CRUMPETS THIS FINE MORNING. LFG!!!!!
šŸ”„SMARTER WEB COMPANY BUYS 28 BITCOINšŸ”„ While your savings get ravaged by inflation and the British Pound quietly commits suicide in a skip, Smarter Web just casually dropped Ā£1.6 million on another 28 Bitcoin like it’s Tuesday. Now holding 2,778 BTC at an average Ā£81,785. Total Bitcoin treasury: Ā£227 million and climbing. QTD BTC yield: 12.98%. Your ISA is crying in the corner. Theirs is laughing in sats. 769 sats per share, you absolute peasants. They leveraged another Ā£13.5M from Coinbase at a cheeky 9.3% because nothing screams ā€œwe fucking love Bitcoinā€ like borrowing dying fiat to stack more immortal orange coin. The RNS even includes the FCA’s mandatory ā€œthis is high risk btwā€ copium paragraph. SWC response: ā€œYes queen, and?ā€ A web design company executing The 10 Year Plan like it’s a hostile takeover of sound money. UK’s largest public Bitcoin holder is the lads who make your baller corporate homepage. Most companies are still bagholding worthless cash and praying for 1.8% yields. These legends are becoming a Bitcoin hedge fund with a side hustle in websites. The great wealth transfer is live and it’s hilarious. Stack sats or get rekt into the stone age, normies. This is the only correct corporate strategy in 2026.
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We recently created a page on The Smarter Web Company website showcasing some of the great Bitcoin treasury analytics tools that exist. The Webley Tracker made by @BitcoinBee21 is featured alongside some of the platforms like @StrategyTracker, @BitcoinPowerLaw and @BTCtreasuries. You can find the page we created, which has links to many of these third party websites, in the comments. And we also have our own Bitcoin treasury analytics dashboard developed by our very own @aw_smarterwebuk (with a little help from myself). In the near future we hope to add many more orange dots. LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
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This week’s update has been harder to write than usual. As we mark our first anniversary as a public company, it’s hard not to feel a little emotional trying to capture everything we’ve experienced over the past year. The progress, the challenges, the highs, the lows and everything in between is tough. When I first had this idea, many people said it couldn’t be done. I heard all the reasons why it would fail. Despite that, I chose to take a significant personal risk because I believed not only that it was possible, but that the UK needed something like Strategy. Twelve months on, it’s hard to fully take in how far we’ve come - listing on Aquis, rapid early growth, raising ~Ā£250m, becoming one of the largest Bitcoin treasury companies globally, speaking at industry conferences, meeting Michael Saylor, uplisting on the London Stock Exchange, acquiring Squarebird, leading research coverage and being included in the FTSE indices are just some of the highlights. All of those are solid achievements, but what I’m most proud of is the investor support that we have received. People matter and through Smarter Web, we’ve brought together individuals around a shared mission – building what I hope will be one of the largest companies in the UK, built on a Bitcoin balance sheet. As we enter year two, I’ve been reflecting on the values that have guided us so far and will continue to define us - integrity (doing what’s right, not what’s easy), transparency (clear, timely communication), accountability (owning outcomes), and stewardship (advancing the industry responsibly). These values aren’t just statements - they underpin how we operate day to day. They guide our decision-making, how we communicate, and how we think about long-term growth. In a rapidly evolving industry, maintaining trust and consistency is key, and we believe staying anchored to these principles will be an important differentiator. Everything ultimately comes back to a simple question - what is best for our shareholders. It’s also important to take a step back and reflect on where we could have improved. Overall, I believe we’ve taken the right steps, though there are areas where we could have moved slightly faster - for example, we could have shaved a few weeks off the London Stock Exchange uplisting. My view has always been that you can do almost anything if you believe in it and apply yourself. That will continue to guide us as we look to grow and break new ground. We’re not complacent and, as a team, we know there’s still a lot of work to do. We’re working hard to keep moving things forward. It isn’t always easy, but the continued support from our investors, and seeing how much Smarter Web means to so many, gives us real motivation to keep pushing on. Data and metrics Data and analytics are important. As I mentioned last week, it’s an area I’m personally very passionate about, and where I believe, Smarter Web can help lead efforts to improve transparency and standardisation across the sector. I remember in the early days the community-built tools and dashboards were crucial in helping us raise awareness. We’ve been working closely with several dashboard providers, including @StrategyTracker and @BitcoinPowerLaw, to ensure our data is accurately reflected. Through this, we’ve identified that some of our share information is not yet being correctly displayed on certain equity brokerage platforms, due to issues with their underlying data providers. We’re actively engaging with them to resolve this, and I appreciate the support from the community mid-week in helping bring attention to it. It was also great to see @AdamBLiv using @Croesus_BTC’s P/BYD metric to discuss a valuation framework for Strategy and @Toffeebdm exploring sats per $1,000. This kind of analysis is exactly what helps the space mature and become better understood. Weekly activity Monday - it was great to announce Ā£1.5m of proceeds from our subscription agreement, the largest since 15 January (Ā£1.7m). Jesse also spoke on @roxom - many thanks to Roxom for their continued support. Tuesday and Wednesday was a busy 48-hour period, with of back-to-back calls with various stakeholders as we progressed several ongoing projects. Thursday - we announced our Block Admission Application. This is a standard administrative process relating to how shares are issued when pre-IPO warrants are exercised and does not impact the fully diluted share count (available on our website). As a reminder, there are approximately 54m warrants outstanding, with around 27m held by myself, my wife, and directors/employees of the company. The exercise window runs from 24 April 2026 to 24 April 2028, and all warrant holders have been notified of the process. As already stated, we will provide updates at set intervals on the number exercised, ensuring full transparency. We also released our one-year anniversary t-shirt. We had a lot of fun designing it and thank you to @aw_smarterwebuk for the work on this. Our view remains that there is sophistication in simplicity, and we wanted this to come through in this limited-edition piece of merch, which I’m pleased to say has been well received. Finally, @the_desert_ape and I caught up with @BTCBULLRIDER, a long-time supporter. It was our first conversation in many months and came at a good time. As always, he asked thoughtful questions, and I’m looking forward to our next chat. On Friday we added 44 Bitcoin, taking our total Bitcoin treasury to 2,750 and the quarterly Bitcoin yield to 11.84%. We also announced an update to our Bitcoin Treasury Policy to allow the use of our strategic credit facility with Coinbase to fund Bitcoin purchases over time. It’s important that shareholders understand the rationale behind this decision. The facility allows us to increase leverage in a responsible manner with an attractive cost of capital. This is particularly important when you consider our long-term view on Bitcoin. We expect Bitcoin to annualise at c.29% CAGR over time and therefore see selective use of leverage at this stage of the cycle as an effective way to accelerate accumulation and hopefully help support a sustained mNAV premium. The purchase was funded in part through that facility. With Bitcoin still ~40% below its October highs and our leverage previously at ~6.4%, we believe this represents a measured and disciplined approach. More broadly, we see measured leverage (or ā€œamplificationā€), when used responsibly, as an important component of a modern Bitcoin treasury strategy - one that we expect to become increasingly common across the industry, with levels actively managed through the cycle. Following this purchase, total drawings under the facility are Ā£12m, with leverage at ~8.1%. The facility is secured against our Bitcoin holdings and has no fixed maturity, giving us full flexibility over repayment timing. For full transparency, we have decided to disclose the current variable interest rate we are paying, which is between 6.75% and 7.25%. We believe this represents a considered and responsible approach, forming part of our ongoing capital structure optimisation strategy. We were also encouraged by the supportive and constructive feedback from shareholders. Finally, we released a short 30-second film highlighting some of our key moments from the past year, which I enjoyed filming mid-week with Alex and @jonwbird. It felt like a fitting way to reflect on how far we’ve come. I ended the week travelling to Stroud with Jamie and Jon for @HenryBTCchef’s ā€œFeast Bitcoinā€ event to mark our one-year anniversary. It was a fantastic evening with great food and a real pleasure to meet so many of our shareholders. Online interaction is good, but nothing beats meeting in person and hearing people’s stories and hopes for Smarter Web. Shout out to: @andysmith_asap @johnsthor1 @JohnCoo70815409 @80IQConviction @HenryBTCchef @doublediamond65 @Toffeebdm @matthewkerridge @Michaeljdobbin @Boutiquecapital @mattoshi21 @TuftyRaul @BitcoinPlebUK @Morpheus_DX @BitcoinCartoon_ @bitcoin_philos @jay_dee_ex @CloughsStuff @InvestorSmarter @DrBitcoinM50862 @the_desert_ape @PlutusSaysHodl @ZynxBTC @wildgoosejon @SmarterBuildBTC @ourgoodlifeuk @AFCB12 @Britcoiner62 @SophieSatoshi @levyuk @butler_np @Raj_Devsi @Frank54703905 @SmarterBuildBTC @DivBy21 @BitcoinBee21 and @smarter_dash. Looking ahead, our focus remains clear - to build Smarter Web into one of the leading companies in the UK over the course of a ten-year plan. The past 12 months have been about laying the right foundations, and I’m proud of what we’ve achieved together as both a company and an investor community. My conviction in Bitcoin, in what we’re building, and in the opportunity ahead is absolute. If we continue to execute with discipline and patience, I believe we have a clear path to becoming a FTSE 250 company and, in time, a FTSE 100 company. Before I sign off, I’d like to thank my family for their continued support and patience while the Company takes up so much of my time. Jo, Josh and Jess - I’m incredibly grateful for your understanding. I would like to thank our growing team of amazing people working together to grow The Smarter Web Company. And I want to say thank you to all our shareholders for your continued support. The best is yet to come. LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
It is remarkable how quickly sentiment can shift. When I wrote my weekly update three weeks ago, at quarter end, I reflected on what had been a particularly difficult period following an already extended phase of weakness. Fast forward to today and the backdrop looks very different. The S&P 500 and Nasdaq have both reached new all-time highs, Bitcoin has rallied over 20% since the start of the conflict, and markets appear to be pricing in a more constructive geopolitical outlook and improved risk appetite. At the time of writing, Bitcoin is trading around $77,100 and, more importantly, has broken through a key resistance level. As I mentioned in an X post of Thursday, it feels increasingly likely that Bitcoin has seen the worst of the recent correction - it’s still too early to say we’re fully out the woods but I remain optimistic. The news that Goldman Sachs plans to launch its first Bitcoin ETF product was another sign of ongoing institutional support. London trip I am based in Bristol but visit London, for work, several times a month. It is one of the greatest cities in the world and regardless of your views on the UK, it remains one of the world’s leading financial centres. I spent two days in London this week with @the_desert_ape meeting a range of investors and stakeholders, all of whom play an important role in our continued growth. As with any business, relationships matter and it’s critical that we continue to spend time face-to-face, ensuring our strategy is well understood while also listening carefully to feedback. As always, much of the detail from these discussions is confidential but a few key takeaways I can share are: 1. The UK macro backdrop remains challenging. We spoke with several very smart market participants who discussed the current monetary, fiscal and social issues we’re facing. Whilst I acknowledge that Bitcoin cannot solve all these problems, it’s a reminder of the work we need to do to raise awareness and how it can be part of the solution. 2. There is still work to be done in explaining the Bitcoin treasury model. This is something that I have commented on repeatedly, and although interest is growing, it will remain a key focus area as the sector continues to evolve. 3. The TD Cowen research initiation was very well received. Having a large investment bank take the time to publish research on the sector and feature our company adds meaningful credibility. 4. Our community continues to be a key strength. Maintaining and growing that base of liquidity is critical - retail drives awareness, while institutions bring depth and scale. Industry development Across our recent meetings, a consistent theme has been that Bitcoin treasury companies are still viewed as a new asset class / sector, with a significant amount of education still to be done - an exciting dynamic that presents a clear opportunity. Against that backdrop, I’ve been thinking a lot about the data and analytics available to both institutional and retail participants when trying to understand the sector. At present, there is a notable degree of fragmentation and inconsistency in the data, which can impact transparency and the ability to draw accurate conclusions. Many of you will know that we’ve spent considerable time developing our own analytics page, with a focus on accuracy and clarity. Our ambition is to help set the standard for how the sector is understood and analysed. As part of this, we are keen to work closely with leading data and dashboard providers to improve consistency and transparency across the sector. Given my background, this is an area I’m particularly passionate about, and one where we believe Smarter Web can play a meaningful role as the industry continues to evolve. Weekly activity On Monday, I spent much of the day pushing a variety of projects forward ahead of a busy few days in London. We had a particularly constructive call with a large, well-known name in the Bitcoin space, who we hope to confirm soon as a main sponsor for the VIP dinner at our conference. It was also valuable to hear their perspective on the sector and explore potential areas of collaboration. On Tuesday, we announced the purchase of 11 Bitcoin, taking our quarterly yield to 11.38%. Our core objective remains consistent - to increase the Bitcoin exposure per share over the long term. You now require 131,944 shares in SWC to represent one Bitcoin. On Wednesday, I caught the early train into London to begin two days of meetings. These trips are always intense, but highly valuable. That evening, we had a great Korean BBQ with a key partner, spending a couple of hours discussing Bitcoin, the broader sector and Smarter Web. Thursday was another full day of meetings across the City and West End before heading back to Bristol. We also announced a raffle for 21 tickets to our conference to celebrate our one-year anniversary and I’ve been encouraged by the level of engagement. I’m very proud of the line-up, and this week we’ve secured additional speakers and sponsors (to be announced shortly) who recognise the value of coming together to help move the industry forward. On Friday, it was good to be back at the desk catching up. @Croesus_BTC, @the_desert_ape and I spent time in a detailed debrief and strategy session, working through the week’s meetings, key takeaways, feedback and ideas. Creating the space to properly digest this is important - not just to reflect, but to assess some of the key next steps and how we prioritise these as a team. It was satisfying to close the week as the best-performing stock in the FTSE All-Share on Friday, up 17.8% on the day (~ 18% for the week), and importantly, at 1.01x mNAV based on our analytics page at market close on Friday. Closing thoughts I often say we’re busy, but this is a particularly intense period. The team is working across multiple initiatives that we believe will create meaningful and varied forms of value for shareholders. Alongside this, I try to check our community page on X frequently, and it was great to see us move above the 4,500-member mark. Not everyone may be aware it exists, but it’s an important space where people can come together to discuss, learn and engage with the sector. As mentioned earlier, our community remains a key differentiator, something that came through clearly in several meetings this week. There’s been a noticeable increase in both energy and participation, and I want to recognise and thank everyone contributing to that. As always a shout out to: @andysmith_asap @johnsthor1 @JohnCoo70815409 @80IQConviction @HenryBTCchef @doublediamond65 @Toffeebdm @matthewkerridge @Michaeljdobbin @Boutiquecapital @mattoshi21 @TuftyRaul @BitcoinPlebUK @Morpheus_DX @BitcoinCartoon_ @bitcoin_philos @jay_dee_ex @CloughsStuff @InvestorSmarter @DrBitcoinM50862 @the_desert_ape @PlutusSaysHodl @ZynxBTC @wildgoosejon @SmarterBuildBTC @ourgoodlifeuk @AFCB12 @Britcoiner62 @SophieSatoshi @levyuk @butler_np @Raj_Devsi @Frank54703905 @SmarterBuildBTC @DivBy21 @BitcoinBee21 and @smarter_dash. Looking ahead, next Friday @the_desert_ape and I will be in Stroud attending @HenryBTCchef’s ā€œFeast Bitcoinā€ event to mark our one-year anniversary. I’m looking forward to seeing many of you and sharing our latest thinking as we continue to build Smarter Web into one of the UK’s leading companies. Thank you for your support and I wish you all a great weekend. LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
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Currently #5 best performing stock in the FTSE All-Share today. We seem to be showing up in the Top Risers lists a fair bit since joining the FTSE indices - not too bad!
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A good day for BTC-TCs. Congrats to @BelgraviaBLGV, @HagenAlexander, @fold_app, @smarterwebuk and @ABTC!
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STANDBY: ATM close to being activated. thesmarterinvestmentguy.com/… Disclaimer: We don't actually know what mNAV the company will activate the ATM.
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Interested in joining the community behind the UK’s largest Bitcoin treasury company? Whether you’re keen to learn more about the treasury model, The Smarter Web Company, or just enjoy a bit of British banter, we’ve built one of the largest organically grown communities in the space. Come and be part of it, all are welcome šŸ‡¬šŸ‡§ x.com/i/communities/19156736…
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JUST IN: British publicly traded The Smarter Web Company ($SWC) buys an additional 11 #Bitcoin and now holds a total of 2,706 BTC. šŸ”øBitcoin 100 Ranking: 27šŸ”ø
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11.38% BTC yield?!? IN THIS MARKET?! Proof that Andrew and Jesse are HIGH IQ!
RNS Announcement: Bitcoin Purchase The Smarter Web Company announces the purchase of additional Bitcoin as part of "The 10 Year Plan" which includes an ongoing treasury policy of acquiring Bitcoin. Please read the RNS on our website (link in comments). LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
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Day 35 of buying £10 of SWC shares every trading day until SWC enters the FTSE 100. What a week with bitcoin per share increasing by over 10%. For my 1,128 shares, my share of SWCs bitcoin increased by around 84,600 sats, which is around $62. That's the reason I'm invested in SWC.
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TD Cowen says BUY @smarterwebuk Price Target of 100p is a bit bearish though šŸ˜‰ More good work by captain @asjwebley
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