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I have written about this a few times recently, including a post on X before the topic became more widely discussed. I also covered it in more detail in my latest weekly update, which is available on X, LinkedIn, and via email to those on our email list. Decisions about when and how we issue shares should never be viewed in isolation. They need to be considered alongside all the opportunities and challenges we are balancing as a management team. There are many factors that influence those decisions, and it's important that we retain the flexibility to act in the best interests of both the company and its shareholders. As our Bitcoin treasury strategy continues to evolve, I'd encourage investors to focus less on individual days or weeks and more on the long-term results. The question isn't whether ATM issuance was higher or lower on a particular day. The question is whether we're consistently increasing Bitcoin per share and creating shareholder value over quarters and years. In simple terms, our quarter-to-date Bitcoin Yield is just over 15%, and we've also added amplification to our balance sheet. If you're only looking at recent Bitcoin-per-share additions in isolation, I'd encourage you to think more broadly. On these recent transactions the key question is whether the long-term value created by acquiring additional Bitcoin will exceed the cost of the debt used to acquire it. Then also consider the warrant buy-backs, which I believe were excellent transactions where you could look at the price paid and then the price in the future we sell that equity for (if you are only looking at that individual transaction!). My point is that you can not just look at any single metric in isolation. My hope is that investors judge The Smarter Web Company by its long-term track record of growing Bitcoin per share, while using our real-time analytics dashboard to assess the current balance sheet. Alongside those objective metrics, also consider the less quantifiable factors: our operating business, the quality of the management team, our listing venue, liquidity, governance, transparency, and our ability to execute. That's ultimately the investment case I'd like to be judged on. LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
BPS measures Bitcoin per common share before senior claims. CEBE BPS measures Bitcoin per common share after senior claims. CEBE is the conservative risk metric. BPS is the common equity growth metric. BTC Yield measures BPS execution.
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香る retweeted
おはすろーす 鳥さんたち元気な朝☀️ #SWC #sloth #AIすろーす
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th depan SWC 9 budget ke seoul 10 jt🙏🏻
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niona ໒꒱ retweeted
meanwhile SHINee pake kspo dome dari swc 1-8😭 alias tiap konser dan tiap tahun disitu, itu abis konser kelar langsung antri booking lagi kahhh😭 wkwk
Antre buat booking KSPO Dome itu susah atau bahkan bisa dari setahun sebelumnya, ajuin proposal duit doang ga selesai gitu aja. Tetep diliat dari track record..... RIIZE 3 hari, Dream 6 hari, SUJU 2 hari, EXO 2 hari, WISH 3 hari dalam waktu berdekatan........ Wow
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Cry behind the smile retweeted
When are people predicting the first SWC pref stock ? Which market(s) will they go for ? UK only ? How much % interest rate? How much £ investment you think they get at IPO? I checked there is only a small market (currently) £1-1.5bn so how will this scale ?
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People just dont realise what the potential is. Many have sold SWC because the want a quick return. Sure dilution will skew the picture a little, but the Prefs will be powerful once the market sees them. Holding on IMO is the single best thing I will ever do.
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Daveyboy retweeted
I love little peepee #sph #penis #swc #gayboys
The Celeb Daddies

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SWC-Wiki retweeted
Every evening, @matthewkerridge updates the community with his Smarter Web Tracker. Last Friday, SWC closed the week at number 499 in the FTSE rankings. The first target is position 325, which would mean automatic inclusion in the FTSE 250. As of Friday, that would require a market cap of around £505 million. Sounds miles away, doesn't it? Maybe not. With the Capital Reduction vote underway, most shareholders I speak to believe SWC will eventually follow the path laid out by companies like MicroStrategy and issue preferred shares to acquire more Bitcoin. Under the Bitcoin Power Law, Bitcoin is currently fairly valued at around £104,500 ($140,000). The next FTSE review takes place in September. If Bitcoin returns to that fair value by then, SWC would need approximately 4,832 BTC to reach the FTSE 250 threshold. If the target isn't reached until the December review, that figure falls to around 4,105 BTC because the Power Law fair value would have risen to approximately £123,000 ($165,000). Once FTSE 250 inclusion is achieved, the next destination is the FTSE 100. That currently requires a market cap of around £3.6 billion. Again, it sounds like a huge leap. But look at the bigger picture. The next Bitcoin halving arrives in April 2028. By then, the Bitcoin Power Law suggests a fair value of around £186,000 ($250,000). At that valuation, SWC would need roughly 19,400 BTC to support a £3.6 billion market cap based purely on its Bitcoin holdings. Of course, this is a simplified model. It assumes no further dilution, Bitcoin tracking the centre line of the Power Law, and the market continuing to value SWC broadly in line with its Bitcoin treasury. But what it does show is that @asjwebley and the team's ambitions are not as far-fetched as some people think. Personally, if preferred shares become part of the strategy, I can see a realistic path to the FTSE 100 before the end of the decade. Do your own research. But if you're bullish on Bitcoin long term, and you believe the predictions of $1 million Bitcoin eventually becoming reality, then perhaps these targets aren't as crazy as they first appear. Not financial advice.
A good end to the week. $SWC up 6.6% on the day. 6.5% up in Bitcoin terms. 6th Highest Riser for the day on the FTSE All-Share Index. 4th Highest Riser for the day on the FTSE Small Cap Index. h/t @Toffeebdm & @andysmith_asap Today rightly belonged to Space X. Tomorrow may belong to more AI plays. But there will be a day where capital looks elsewhere for a home. Players are positioning as we speak. Capital will continue finding its way into Bitcoin. Via Digital Credit products like STRC and SATA, via self storage Bitcoin, via ETFs and via leveraged / amplified plays like MSTR, ASST and SWC. There will always be short term plays and noise but the lower time preference the clearer the long term opportunity Bitcoin and amplified Bitcoin opportunities appear. Keep an eye out for @TimKotzman’s latest pod with @asjwebley and @Croesus_BTC on X to be released today. Have a great weekend all! Onwards! 🚀
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Sunday shoutout 📣 Alongside hundreds of websites, The Smarter Web Company & Squarebird are quietly building something much bigger too. Helping businesses establish their digital presence. Growing a Bitcoin treasury. And this upcoming week, an #SWC General Meeting vote to lay foundations that could unlock new strategic options for the future. The websites being built today generate the cash flows. The treasury compounds the balance sheet. And the team keeps executing with a road to Prefs for further amplified Bitcoin. Know a business that needs a new website, stronger online visibility, or help getting started online? Send them this way 👇 #SWC #TSWCF #3M8 #WebDesign #DigitalMarketing #Bitcoin smarterwebcompany.co.uk/web-…
Sunday shoutout 📣 Every week, The Smarter Web Company and Squarebird are helping businesses build their digital home. Websites that attract customers. Platforms that support growth. Digital foundations that help businesses get found, trusted and chosen. And alongside that, a growing SWC Bitcoin treasury that makes it all possible. Know a business that needs a new website, a stronger online presence, or help navigating the digital world? Point them in the right direction 👇 #SWC #TSWCF #3M8 #WebDesign #DigitalMarketing #Bitcoin smarterwebcompany.co.uk/web-…
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Replying to @zilevandamme
Countries aren’t missing out on hosting opportunities SWC/RWC because they lack facilities. The challenge is often commercial viability. We may not like the extra ad breaks, but organisers are clearly looking for ways to make these tournaments financially sustainable.
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tbone retweeted
He really believed that it was gonna be a one time thing and that he would easily go back to your swc until that fat cock slammed itself in his hole and out making his butthole fart... yup... he ain't never going back to your swc
lil zaddy ★

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Lykos 🐺 retweeted
Jun 13
Recently made a Fenturio from SWC over Kazuya mod for Tekken 8!
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Replying to @FortyAcreVibes
This ain’t the SWC homie
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UZUNU改 retweeted
SWCが左翼を支援しないわけがないでしょう。そもそも共産主義革命を行ったのは彼らなのだから。
幻想の近現代

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Makasiihh banyaaakk udah hadir di 2026 ini as a team🥹 you all did great jobs uri bersinar🤩 sampai jumpa tahun depan di trilogy II swc IX aku bakal nungguin terus gebrakan kalian smuaa👋👋
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Blackedglory retweeted
Girls react to BBC vs SWC #bbc #omeagle #cheating #flash
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