Member Info for Billfunk1

I've emailed them already with the playbook. First test is whether they even man their emails and have the wherewithal to act on the advice. I will give them a few weeks if there's no signs of life I will put this down to a P&D. It would be bizarre because the flywheel strategy is so simple and successful that they would be better off just deploying it rather than lying about deploying it to temporarily spike their SP.

The PR for CLAI is atrocious. I literally spend all week trawling the web specifically for new LBE's to invest in and I have only just found them via cross posting on LSE. I saw CLAI a week or so ago and assumed it was just some impertinent person cross posting an AI company.

The presence on twitter is almost non existent. Last tweet was in 2024. That needs fixing ASAP.

The branding on the website is sht. They need to get bitcoin on there ASAP.

They need to get a Bitcoin Jesus ASAP. They need to hype the stock ASAP. As SWC have proven this is 99% hype and 1% simply buying the bitcoin. I'm happy buying the information asymmetry but now I'm in I want them to execute properly.

Just sold a few underperforming MSTR shares and bought 2m+ here.

The key will be publicity, hype and focus on the bitcoin flywheel. This is very under the radar currently which I love but management now need to work hard to get attention primarily from bitcoin twitter then ultimately from institutions.

It's easily explained: bitcoin vs crypto.

They have only just (since Jan 2025) worked out that bitcoin is the key and everything else is fiat. Expect long term sustained growth now.

You brought it up, you dunce. I just explained why it has no relevance.

What has anonymous creation got anything to do with it?

Focus on the actual protocol rather than whoever invented it. If you think it's a Chinese plot to control the world's money system explain how they subvert the protocol to their ends. I don't think they can. I don't think anyone can. That's the whole point of bitcoin. That's why it's the only "crypto" that actually performs as money or capital.

The institutional money will likely be linked to Tyler Evans and David Bailey who already have tons of stock and warrants from the initial listing. No one in The City of London would ever pay £150m for £6.5m of bitcoin and a £1m web design company.

They need to keep the magical 25x narrative alive so the billionaires will happily fund another raise at a crazy high valuation. Maybe it becomes self-perpetuating.

David Bailey and Tyler Evans money. No way the City would pay that for them.

14x is still sky high. It's about 25x as we speak.

MSTR is

Https://x.com/ZynxBTC/status/1930240737154629901

Big dump signifying end of honeymoon period perhaps?

Funding options are £300k left to offer to retail or institutional placings. Key question to ask SWC shareholders is Do you think institutions will buy £150m MCAP SWC when they only hold £6.5m bitcoin. That's a 23x mNAV. One bitcoin for the institution and 22x fiat for SWC to buy more bitcoin.

Most institutions will not pay that kind of money. I suspect SWC retail investors are dreaming here above 20-30p

As to discounted placings or not I don't see them as a huge problem. The fundamental problem is actually mNAV being too high because they are undercapitalised in bitcoin - the hodl is too small for the MCAP. This is SWC's current problem. Most of the twitter noobs think it's great but I doubt they can secure new institutional investment at 20x mNAV. COIN are more attractive for institutions at maybe 5x once they complete this current purchase, but they are still too high.

Both companies need to be buying much more bitcoin to justify their MCAPs. Drive mNAV down to 2.5x-3x then they are attractive for future investment.

Twitter > LSE

And SWC's twitter presence is now very good for a tiny newly listed company. Where do you think all these £2k buys come from?

I went in for another ~750k shares today through AJBell between 6.77 and 6.8 They didn't show up on Aquis. I guess MMs still have some left which explains the flat price. I'm expecting a run when they announce their actual bitcoin purchase later this week or next week. At the moment there is very little hype for the stock and the marketing is terrible, but the fundamental business and strategy is basically the same as SWC who appear to be the Darling of the UK bitcoin scene now.

Markets can remain irrational longer than any of us can remain sane BUT I am expecting the SWC bubble to burst when retail finally works out that 20x mNAV is not actually a good thing. Some of that money will find its way to COIN especially if they get some decent twitter PR and fix their landing page on their website. Both fairly easy things to do.

I expect a 3x-4x here or a bust back down to ~4p. Obviously since I topped up I think the former is more likely.

I will believe it when I see it. I have spent 5+ years now watching and anticipating potential catalyst after potential catalyst yet price remains super flat since 2018. In bitcoin terms we are living through the Great Depression 2018-2025 and the only catalyst I see that can break us out of it is the Federal US SBR (which will hopefully follow once maybe 10 states have theirs).

As a thought experiment go back and look at what many people predicted would be the ATH last cycle. No one wants to talk about it but I remember. Most people predicted $100k-$150k LAST cycle. Last year I asked 30 randos their prediction for this cycle and the average was $225k. Now people are talking about $150k being the ATH this cycle. Bitcoin has become engolded; squashed down against fiat to keep the plebs from seeing the full extent of fiat inflation. The US need to get their 1m btc then smash TF out of the market forces suppressing BTCUSD. Only then will we see a more accurate real world price for BTCUSD rather than the confection we currently have.

One thing I dream of is US 1m in the SBR then force btc Futures to be settled IN ACTUAL BITCOIN. That may do the trick. IDK. It's a dream.

Unlikely to make a difference to short term sentiment. 2 other states already signed this off and the market ignored them both. It will only matter when they actually start buying bitcoin at size. I would wait until then before you get too excited TBH. There's still 2.16m btc on exchanges which represents the weakest hands here. That's a ton of bitcoin that has to be sucked up before the market understands what absolute scarcity is. Texas may make their small dent in it but they will barely move the needle on their own.

And the retail $750k was closed early due to over-subscription. Just hope they stick it all into bitcoin.

They were as clear as they could be about converting the raised cash into bitcoin. The most peculiar thing for me was how they have to pretend they're not a bitcoin company so they don't fall foul of the no-ETF rule. UK really is a shthouse country.

The mNAV here is actually the main selling point. SWC have run off miles ahead of their actual hodl. I can't see any intelligent money piling in at 73p so they can buy at like 20x mNAV. JVS will likely be much more hard nosed about it and get a solid hodl foundation under any SP which should increase institutional inflows.

JVS will want bitcoin, whether the shtcoiners in COIN will let him have 100% conversion is another thing altogether. If they don't then they have messed up.

Ppanchol - you don't seem to understand the Saylor flywheel strategy. We actually want this dilution. It's central to the whole strategy. You dilute a stock trading at 10x its held bitcoin and buy bitcoin with that money. You've just increased the amount of btc per share.