Member Info for Chaebol

A lot of new money would have come in January Enki theyre 2/3rds down...... Since that 3.5 p share price its been in a 6 month downward trend, so I do feel for the people that bought on the spike, first week of Jan was looking very good, case for lots of optimism but since then Bake TVL has vanished, plus the abysmal raise of that 1.9 and punters from Jan will feel hard done by especially as literally everything else in this space went parabolic.

Wonderful for these companies to borrow money to buy £x millions of assets and for investors to think it’s then worth £xx millions the next day but factoring in the next ten years of asset growth is madness.

And yet if a company had been allowed to set up btc treasury 10 years ago they would be x400 now! so its difficult to assign a future value on this asset........the big boys in the tech sector like NVIDIA, the premium to buy shares was 46 X its earnings and TESLA! is sky high too, its hard to price the future...

If you are BTC believer these valuations are undervalued, it all comes down to the strength of the company raising continuous funds for BTC and never selling it btc from its treasury. MSTR have done well, I think they only sold once a very small amount and survived the bear market with its 500 million revenue a year computer business and still trade on future mnav of about 1.6 so the ratios obviously come down the more you raise the less impact it has on the sp that is obvious. However new btc companies are harder to price and judge, hence the inefficiencies we see in the markets and what makes us punters.

SWC could raise a billion next few months and COIN hopefully a 100 million then you're beginning to see mcaps that align with its assets.

SWC raised 41 million in total at 290 yday

Still heading down, the pump may be over for the sector now....... if GST released that RNS a month ago they would have mooned even with the vagueness and with its lack of detail it could have been released a month ago !

GLA

Very strange ! 61.50 paid early am, and was looking good again and then these surges down. Topped up again at 32's

I am confident of a big revival here but its definitely hit the old confidence I had on Monday x;)

GLA

Waffle

lol COIN.PL has 4.5 million in hodl its mcap is 155 million GBP if you are a btc and coin believer thats undervalued, if you are a regular punter its overvalued. Future potential value........ Some of these BTC treasury co's in the UK run correctly will be worth billions in months/years to come.

The whole point of a btc treasury is you never sell your BTC and this is why BTC treasury currently have very high MCAPS against their current hodls, they are pricing in the futrie price and the groeth of the company..... of course the MCAPS will come down but strategy still trades at 1.6. The appetite for UK like saylor companies is huge for the moment, many jumping on the bandwagon and many will fall, no doubt, very wary about the rns today and its vagueness, The first so called UK BTC treasury company to sell its coin loses big time. That we will find out in the next bear market, hopefully ages away!

GLA

No Longfell. Should have cleared my decks at 3.5 p, however, RNS like that today and I don't really want to buy back in tbh, way too many clearer/ better transparent ops out there right now. A very vague btc treasury policy has been given the rise it deserves.

GLA

At least today looks like normal ! a big rise again x;)

I heard that as well ID78. I cannot believe one retail punter could implode the whole sector in one day, felt like it was way more co-ordinated.

Doesnt take 8 months to get otc listing in the states. This is a terribly worded btc treasury strategy that I dont even believe. They doing this to give us a bigger let down..... on next gravy train with no clear strategy....

So FCA sandbox went into wilderness

easysend gone

Bake figures have fallen to the floor

Semnet ipo 8 months and counting for an otc listing.

All very odd !

Semnet ipo gone ? but ease the let down with a very poorly worded BTC treasury strategy.

Bizarre!

Https://thatstocksguy.substack.com/p/crypto-treasury-companies?r=28f0br&utm_campaign=post&utm_medium=web&triedRedirect=true

We had to have a day like this sooner or later, sadly. The whole sector has been rug pulled today, after the weekend articles of SWC really felt we had a few more trading sessions of upside to continue.......

Is this the start of price corrections or just a bad day, who knows, but im holding.

GLA

Nice Laura, Congrats on a brilliant investment, definitely makes you feel alive inside with these types of gains and wins.

Will look at WCAP and wish you well x

Hopefully we have the rns in the am increasing the hodl and off we go again x;). The BTC treasury game has become a gold mine, how long it lasts is all a mystery tbh....... Interesting that with SWC I bottled it at 81p and thought the top was definitely done at 2 quid and 4 quid and yet here weare I can only see that MCAP raising as well.... I am really hopeful that COIN follows SWC trajectory and over the next couple of weeks having the bottle to stick with it.

GL

I'm with Barclays, I only need the sell button now, if they could remove it for a fortnight id be really grateful x;)

GLA

What a win this has been.......RNS confirming BTC buys sends us again imo.....

GLA

Definitely feel the 1 p can be tested in the next few days . Downward trend here and other Tech companies flying right now.

Glad to hear that Mister B. Its brilliant here.....BTC goes down Coin screams BTC goes up Coin screams!

Hopefully we can ride to 3/4 GBP, whether I can hold to that point is a different question!

GL

Yes. What was AMOI cash balance?