SWC-Wiki

Great summary of todays live stream from @Arxonic

Today’s Smarter Web live stream with the very latest from the UK’s leading Bitcoin Treasury Company 👇 SWC Livestream - 30 April 2026 bvid.tv/c/the-smarter-…

1/ A brief summary of todays @smarterwebuk livestream. With Andrew (@asjwebley), Jamie (@the_desert_ape) and Jesse (@Croesus_BTC) Well worth the watch! youtube.com/watch?v=ErjYQv… 🧵👇

Wouldn’t it be nice if @CoinCornerUK loan rate dropped to say 5% and @smarterwebcompany pref div yield was 10%, is that wishful thinking or could it realistically happen as an arbitrage?

How cool is this? Thanks for your support, Jesse! 😃🚀🚀🚀 $TSWCF $SWC #thenext20xstock @Micro2Macr0

Great to see the amplification turned up! I suspect the team will buy a set % each week to gradually increase amplification by ~1% per week without going too fast and risk blowing up the balance sheet. It also generates more headlines and allows DCA. Here’s what that flywheel looks like over the next 21 even without ATM (just tiny share sales to cover interest) and with STATIC Bitcoin price: End of Week 21 (amp hits 30.3%) Amplification: 30.3% (+21pp from 9.3%) BTC Holdings: 3,389 (+23% from today) Raw sats/share: 761 → 932 (+22.5%) Debt: £58.3M Dilution: Negligible (+0.64% total FD shares) Market cap: £137M → £169M (+23%) If 30% is the max they want, they can then switch to expanding the capital base at 1x mNAV and keep buying BTC while maintaining the exact 30% leverage ratio. Even at £58M debt, weekly interest is only ~£80k — easily manageable. If this is the maximum leverage, the team would thereafter (if still no MNAV multiple to ATM) be able to expand the capital base at 1MNAV and buy Bitcoin at 7%. Even with £58m debt, the weekly interest would be about £80k. Of course the value from the amplification only really accrues to the shareholder when Bitcoin increases more than 7.2% per year (or whatever our cost of borrowing is). At week 21, the Bitcoin stack could cover the interest payments for around 45 years, I don't know the terms of the facility (IE is their a margin call or do we just need to make the interest payments). Our Bitcoin Yield is about to pop. Bullish. ** Update I started for 761 not 769 but the point is the same.**

Live now with @asjwebley and @the_desert_ape talking all things @smarterwebuk

Smarter Web Team live. #SWC $TSWCF #3M8

Live

Bitcoiners... More -> Settings and Privacy -> Accessory, display and languages -> Display -> 🟠. Thank me later.

One of my favorite Bitcoin authors / speakers! 👇

The Bitcoin 5 | 2026-04-30 Top 5 stories today: ✅ 1. Fed Holds Rates Steady as Powell Era Winds Down @AshCrypto ✅ 2. Eric Trump: US Will HODL Its 300,000 BTC @BitcoinMagazine ✅ 3. Steak 'n Shake Cuts Payment Costs 50% With Bitcoin @BitcoinMagazine ✅ 4. Meta Launches Crypto Payouts for 3.58 Billion Users @AshCrypto ✅ 5. Iranian Rial Collapses as Bitcoin Narrative Strengthens @AshCrypto Read the full newsletter 👇 open.substack.com/pub/soundmoney…

Make sure to check out friend of the community @Micro2Macr0 chart stream today. Sporting the Smarter Web T. youtube.com/live/0VzqZdKIH…

Most people see #SWC at 0.75x mNAV and think: avoid. I see it and think: the market is selling £1 of Bitcoin for 75p. You don't get that pricing on the actual asset. You only get it on the wrappers, and only when sentiment is broken.

"The Trojan Horse Into Bitcoin" w/ Phong Le, Tyler Evans & Matt Cole hosted by @natbrunell Digital Credit - Digital Credit - Digital Credit bvid.tv/c/bitcoin-for-…

Reminder 👇

Just perusing markets and assimilating thoughts Firstly on the Fed - nothing burger TLDR; Fed on hold and have little idea how things shake out given oil and the Iran war Reasonable for a few dissenters to want to drop an easing bias when they know inflation about to move higher - credibility and all that - but the new guy is set to walk into town and he wants lower rates so would at least fade the pricing for hikes Net net, for markets, Fed on hold for the foreseeable so no material impact on markets The move higher in treasury yields alongside oil however is a concern, although bond volatility is still relatively muted which keeps risk trading ok for now Inflation break evens also keeping pace with the move higher in nominal rates so “real rates” not doing much, financial conditions aren’t materially tightening Dollar also relatively well behaved and not a source liquidity tightening right now It’s month end as well so some of these moves can be looked through Equities and Bitcoin actually remarkably resilient given the negative liquidity impact of month end - tells me they remain under positioned and are BID Some massive tech earning results yesterday too - the secular AI trend remains a positive driver for these markets which is a much bigger trend than the short term machinations of geopolitics that can shift on a Trump tweet So really, unless oil spikes meaningfully higher, causing yields to accelerate higher, into May expect Us equities continue higher and Bitcoin finally takes out the over head supply into 80k and we have a move to 100k over next couple of months if so If we do get increased volatility, both equities and Bitcoin will give a dip to buy before Bessent and Trump do some sort of “TACO” to cool down yields So caution warranted as we watch bonds, but the market remains under positioned risk, real rates are likely coming lower under a Warsh Fed (even on hold sees real rates lower given rising inflation on oil) all the while US growth remains resilient and relative US economic outperformance sees capital rotate back to the US powering stocks to ever new highs Stay long, BTFD, go touch grass and all that

Discussing with friends and family over the last few weeks in terms of options if it were to be offered by a UK listed company, and basically all of them said yes, they'd be interested. 👀

Live @3pm #SWC #TSWCF

🚨 SWC… THE BITCOIN TREASURY LEADING THE PACK RIGHT NOW 🔥 While BTC sits -13% YTD… While MSTR is at +5%… Smarter Web ($SWC / $TSWCF) is +14% #1 on the Growth of $1 leaderboard. £1,000 in SWC at the start of 2026? Now £1,140. £1,000 in MSTR? £1,050. £1,000 straight BTC? £870. £10,000 in SWC = £11,400 today. This is the UK’s leading public Bitcoin treasury (2,778 BTC and still stacking … +28 yesterday). Clean execution on the 10-Year Plan: spot buys, warrant buybacks protecting sats-per-share (769 now), solid mNAV. End of the month dip? Warrant window + corp tax-season liquidity + people have bills to pay, Temporary noise in a micro-cap. May loading: post-tax cash flow + BTC coiling for the next leg. SWC is the hidden UK gem delivering strong value creation in this volatile stretch. Treasury plays are a long game … rankings shift, but consistent execution wins over time. This is math, not hype. Tuning in at 3pm with @asjwebley @Croesus_BTC @the_desert_ape @smarterwebuk … #Bitcoin #Investing #Finance #Wealth #FinancialFreedom