Sheepy the HODLER

500 days no alcohol. Onwards 👊🙏

@Michaeljdobbin Enjoy it mate 💪

@EasyasBTC123 Lol. Ss. Still giddy from Sunday morning 🤣

Help. We watch our TV through the internet, so, by the nature of these things, a couple of seconds behind the terrestrial over air network. This is a pain when the footy is on. As our neighbour celebrates the goal before we've seen it. What can I do to fix this lag?

@Michaeljdobbin 😂 behave yourself Mick 🙈

@EasyasBTC123 Ssupport Scotland. We don't cheers very often 🏴󠁧󠁢󠁳󠁣󠁴󠁿😂

@CanazUK 😜

@EasyasBTC123 Priorities.... 😂

@SWCPerShare That would definitely not happen haha

@EasyasBTC123 Invite your neighbour round

@CanazUK I mean, it would work. What about the rest of the family though 😂

@EasyasBTC123 Watch your TV with noise cancelling headphones and close all your windows 🤷

@Croesus_BTC Valuable knowledge for the day job 😉

@EasyasBTC123 I figured I might have a decently informed view, as far as a Strategy outsider goes 🤷‍♂️

STRC down to $82.6 today. Here's my read: 1. Strategy is fine. If everything stays as is, they can pay STRC dividends for 32 years. If BTC appreciates at ~2% CAGR, they can pay dividends indefinitely. 2. Why the sell-off? This appears to be a liquidation cascade. Over the last 6 months, the narrative became that STRC volatility was reducing, and price began to spend all its time in $99-100 range. This invites leverage. If you expect the price to always be north of $95, you can take on 20x leverage with your portfolio to buy more STRC and dramatically increase the yield on your portfolio. This works great, until it doesn't. STRC is designed as a free-market asset. When attention shifted to SATA and STRC price flagged, it may have raised the attention of opportunistic short-selling hedge funds. By shorting aggressively, they could push the price down and start triggering margin calls and liquidations from folks who aggressively levered up their STRC positions. The price action today is a clear liquidation cascade, rapidly pushing prices lower, in turn triggering additional liquidations. 3. What happens now? The market will heal itself. Opportunistic hedge funds will recognize that this is a firesale and the fundamentals are unchanged for STRC and step in as buyers. Shorts will close, becoming buyers. Individuals are getting a tremendous entry price for long-term holding STRC shares. Buyers at this level will get ~13.7% effective yield. If STRC trades back to $100 and they sell, they get an easy +18% return. 4. What will Strategy do? Strategy will likely increase the dividend rate on June 30 - maybe to 11.75% but possibly to 12%. Buyers at the current price level then would get 14.2% effective yield from that point forward. Strategy may also step in to buy STRC shares back. They could do this by issuing new shares of MSTR (currently at 1.14 mNAV) or by taking on traditional debt and deploying those funds to buy discounted STRC shares on the market. If/when STRC trades back to $100, Strategy could then re-issue those STRC shares. The ~$15 delta per share could be used to buy BTC as pure accretion to MSTR holders, with no net change to amplification. No doubt that Saylor has already at least considered this, and it wouldn't surprise me if they're currently doing this. 5. In summary... The market is freaked out that this depeg is like Terra/Luna... but this is not an asset like that. Strategy's balance sheet determines whether STRC continues to receive dividend payments... and Strategy's balance sheet is completely unchanged. This is a leverage wipeout. From this, the market will learn that Digital Credit is mostly very low volatility. But because it is a free market asset, the longer that a Digital Credit instrument trades within a tight range to par... the more leverage will inevitably pile up as people get greedy. And that creates the conditions for a leverage wipeout depeg. Following that, the instrument will make its way back to par value as the market heals itself and recognizes that the dividend payments will continue uninterrupted because the issuer's balance sheet is unaffected.

@Michaeljdobbin @benonwine @UKLife_ 🤣 bell ends like this need us all to do it mate haha

@EasyasBTC123 @benonwine @UKLife_ Want me to sort it out? 🤣

Check this dirty hood rat out he decides to sit next to this young woman and intimidate her on an empty bus. Really suspicious behaviour and I don’t blame her for calling this scumbag out on it either. He got completely Roasted! 👌👍👏

@80IQConviction @ritsut @asjwebley Cheers for this @80IQConviction I couldn't find it earlier 👍

Here is @asjwebley appearance on Roxom today. Some great insights in to the market, preferred stocks and the debate over metrics. Make sure you watch these short clips so you are as up to date as possible.

@PinguStacks You and me both 😂 🤞

@EasyasBTC123 I know the feeling mate, took out debt to buy $MSTR when it was over $300 😂 I have a house sale next year hopefully that can help majorly with any short term liabilities and to help pay off debt if needed. But hoping these buys down here will pay off in the long run 🫡🐧

Patiently waiting for US stock market to open whilst I have money burning a hole in my pocket ready to be deployed... Annoyingly Trump picks the worst time to announce a peace deal, right before I lump in a load of money into my investments 😂 £4000 0% card secured for a 4% fee, 0% interest till 1st Jun 2026. I've got to beat 4% in a year to make this a profitable endeavour. Although it's a green day, in the long run there's plenty of undervalued names I believe should make this a very easy target to beat. Portfolio update coming later on today 🫡🐧

@PinguStacks This exact same thing happened to me pal, and,.well, without divulging too much on here, I'm paying for it now. I wish you good luck 🙏🤞

@EasyasBTC123 Thanks mate... Yeah found out about this the hard way, juggling my offers is hard work... Have some expiring early next year and my credit score is terrible 😂

@smarterwebuk Very nice 👍

RNS Announcement: Subscription Agreement Update - £0.3m Proceeds The Smarter Web Company announces that 1,067,000 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

You hardly have to be Sherlock fucking Holmes to know that these poor families were being "guided" to say the utter bollox we read.

@TeddJFT @asjwebley Sure

@EasyasBTC123 @asjwebley BTC will be half what it is in 12 months.

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

@smarter_dash You guys will be back 👊💪 Thanks for what you have done.

It’s been a wild ride. What started as a simple idea grew into a platform with over 281,000 lines of code, processing millions of data points, supporting a growing community, and spawning features like the Percolator, live trade analysis, custom graphics, and much more. Along the way we’ve spent countless hours capturing, cleaning, processing and visualising data, while continually scaling the platform to meet ever growing demand. As the focus shifts increasingly towards Bitcoin per share, some of the metrics we built the dashboard around are becoming harder to calculate accurately, particularly ATM activity. We could make assumptions, but thats not us. The Smarter Dash was built to provide insight, not guesswork. So, for now, we’re putting the dashboard into hibernation. Thank you to everyone who used it, shared feedback, found bugs, suggested features, and joined us on the journey. We learned a lot, met some brilliant people, and had a lot of fun building it. Will it return one day? Maybe. But for now… The Percolator has finished brewing. ☕ Laters 👋

@andysmith_asap Having bitcoin 5 to listen to is better for me driving around all day. My feedback... could the end legal part be replaced with a flash of text rather than audio and video? On other channels, especially (non) medical ones, they flash the disclaimer up quickly in text.

Bitcoin 5 Daily: The Last 24 Hours Explained (June 9, 2026) - Only 12 people have watched Matthews Video in the 16 hours since its been released, Its only the 5th video that he has ever made. its 210 seconds long. Any feed back would be appreciated good or bad. youtube.com/watch?v=6lSB3D…