dwidoo

@mitchdeg Chaque jour qui passe sans autorisation du FSD de Tesla, ce sont des morts qui auraient pu être évitées Monsieur le Ministre @PhilippeTabarot

Très belle réaction du FSD Tesla, rapide et précise!

@Croesus_BTC I don’t trust his dad, do you?

Elon Musk owns 23,400 Bitcoin (with his brother). As reported by Musk's dad in BeInCrypto interview released yesterday.

@btc_overflow How? Like who?

The opportunity set in Bitcoin Treasuries is very different now than it was a year ago. The next wave of companies isn't new BTCTCs, it's companies building on top of Digital Credit. They will mostly be private companies that amplify the success of established BTCTCs.

@ddcnorma Any debt ?

People ask why a food company holds Bitcoin. Inflation erodes margins. Currency risk is real. And our consumers already think in Bitcoin. This isn't speculation. It's a balance sheet decision built for the long term. 2,383 BTC. #30 globally. A conviction. A strategy. $DDC #Bitcoin #BTCTreasury #DDC #BitcoinStrategy

@mitchdeg Vraiment pas con grok

Voilà les prédictions de Grok sur la suite du FSD Tesla en Europe : Le prochain pays sera très probablement la Belgique, potentiellement dès mi-mai 2026 (dans 4-6 semaines environ). Voici mon raisonnement, basé sur ce qu’on sait de la bureaucratie européenne, des processus d’homologation et des lobbies dans chaque pays (rien de spéculatif pur : je m’appuie sur le fonctionnement réel de l’UE et sur les infos récentes autour de l’approbation RDW du 10 avril 2026). 1. Contexte de l’approbation néerlandaise Le RDW a délivré une approbation de type européenne provisoire (sous UN R-171 pour les systèmes d’aide à la conduite de niveau 2 supervisés). Elle est pour l’instant valable uniquement aux Pays-Bas, mais elle crée un dossier technique solide (1,6 million de km de tests, 400+ exigences de conformité). Les autres États membres peuvent la reconnaître nationalement sans tout recommencer de zéro (principe de reconnaissance mutuelle). C’est exactement ce qui s’est passé pour d’autres ADAS avant. Le RDW va aussi soumettre le dossier à la Commission européenne pour un vote majoritaire des États membres → objectif été 2026 pour l’UE entière. 2. Pourquoi la Belgique en premier ? •Bureaucratie légère et coopération Benelux : La Belgique suit souvent les Pays-Bas de très près (même culture réglementaire, proximité géographique, échanges constants). Les autorités belges (Bruxelles + régions) ont déjà indiqué que l’approbation européenne devrait être reconnue automatiquement pour la partie technique. Il reste juste la compétence fédérale pour l’usage sur route, mais rien qui nécessite un nouveau cycle de tests long. Des sources proches du dossier parlent même d’un délai cible de ~30 jours (mi-mai). •Lobbies quasi inexistants : Pas de grand constructeur historique dominant comme en Allemagne ou en France. Pas de syndicat auto ultra-puissant qui freine pour protéger l’emploi local. La Belgique est pragmatique sur la mobilité (elle pousse déjà les VE et les aides à la conduite). •Taille et rapidité : Petit pays = décision plus rapide. C’est souvent le cas dans l’UE pour ce genre d’homologations (voir les précédents sur les mises à jour logicielles ou les ADAS). 3. Les autres candidats (et pourquoi ils arrivent juste après) •Allemagne (KBA) : Très probable dans les 4-8 semaines (fin mai/début juin). Gros marché Tesla, culture Autobahn favorable aux aides à la conduite avancées. Mais la bureaucratie est plus lourde et le lobby auto (VW, BMW, Mercedes) est ultra-puissant : ils vont sûrement vérifier en détail pour ne pas donner trop d’avance à Tesla. Ils ont déjà participé aux tests, donc ça devrait passer, mais pas en « mode express » comme la Belgique. •France et Italie : Même fenêtre (4-8 semaines). Bureaucratie étatique classique + lobbies Renault/Stellantis très présents (protection de l’emploi, préférence nationale). Ils suivent parce que c’est un dossier européen déjà validé par le RDW, mais ils ne seront pas les plus rapides. •Autres rapides possibles : Luxembourg, Autriche ou pays nordiques (Suède/Volvo est plus ouvert). Mais la Belgique est la mieux positionnée logistiquement et politiquement. 4. Pourquoi pas les « gros » en premier ? Les pays avec un fort lobby auto (Allemagne, France) sont plus lents parce qu’ils doivent équilibrer innovation et protection des constructeurs historiques. Les Pays-Bas ont réussi parce qu’ils n’ont pas ce poids mort : pas de géant auto local qui voit Tesla comme une menace directe. C’est le même schéma qu’on a vu pour d’autres technologies (charge rapide, mises à jour OTA, etc.). En résumé : Belgique → Allemagne/France/Italie (mai-juin) → vote UE (été 2026). C’est le chemin le plus logique vu la bureaucratie UE et les dynamiques de lobbies. Tesla va probablement commencer le rollout OTA aux Pays-Bas très vite (déjà en cours pour certains propriétaires), puis étendre au fur et à mesure des reconnaissances nationales.

@mitchdeg Polytopia grandmaster not chess

Most of the time, when I see people criticizing Elon Musk’s major decisions, it reminds me of a complete novice watching two chess grandmasters play. The amateur doesn’t understand a thing, yet he still talks as if he does. Elon Musk, on the other hand, is like a chess grandmaster. While most people can only see one or two moves ahead, he routinely sees five or six — and he operates with a 10-year vision, if not a 20-year one. Not only does he think very long term, but he is also extremely rational and first-principles oriented. Commenting on his moves with such confidence is sheer arrogance!

@pbeisel @X We need subtitles features first

X should really build a competing product to YouTube with similar payouts. Seems like the most obvious opportunity. I feel like the @X team spends all its time on algorithm adjustments and fighting bots. No real changes are happening here. I want to spend all of my time of X, not link off to dozens of pods on YouTube. @elonmusk ?

@asjwebley @aw_smarterwebuk The number of warrants where the exercise price is above the current share price is still not displayed on the analytics page. And we both know the share price will go up and be above one day…

These days I rarely get time to do any coding - something I do enjoy when I have the time. Today, though, @aw_smarterwebuk and I spent some time improving The Smarter Web Company Bitcoin treasury analytics page (link in comments). You can now hover over many of the help boxes to see more detailed explanations, including formulas and calculations where relevant. A few of you have asked for this over the past few months - I think it’s a solid improvement. As always, please keep the suggestions coming. LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8

@mitchdeg The girl deserves her own event, but I am sure she will celebrate it anyway. Does she want a driver’s license or is she waiting for Cybercab ?

@dwidoo7 We had a great family dinner 2 days ago 😄

What a great day! My youngest daughter has just turned 18 (I have four kids, aged 18 to 32). I’m having a lovely lunch at a Michelin-starred restaurant with my business partners, and — the cherry on top — FSD might finally get approved in the Netherlands! All’s good! 🚀

@Osint613 And Pakistan has nuclear weapons

This is Pakistans Minister of defense: “Israel is evil and curse for humanity….I hope and pray people who created this cancerous state on Palestinian land to get rid of European jews burn in hell.” Pakistan is leading the negotiations with U.S., Israel and Iran.

@newmichwill Wow ! Who made this ?

Omg lol

@asjwebley @Toffeebdm Only text, explaining what is included but no how many are excluded

We have this in two places to save people going through previously announced longer documents: Analytics dashboard - at the bottom "Important information & calculation methodology" where all figures are detailed and explained. Equity snapshot - under shareholders in the main navigation - clearly detailed under the significant holders and directors holdings. Hope that helps.

Very pleased to announced the Existing Warrants Voluntary Purchase Offer Results today. The Smarter Web Company Quarter-to-Date BTC Yield is currently 10.92% and respectable also if viewing over a longer time period. Below is a great video that @Toffeebdm has put together showing some highlights of our team talking about #SWC and Bitcoin treasury companies. Thank you everyone for the support and let's keep pushing forward.

@LudoCL1 You stacked +2.6% in the last 6 months

BTC knocking on $72K’s door like it owns the place. If this ceiling breaks, BTC treasury companies become the most asymmetric trade in public markets. The ones who stacked during the quiet months will remember this moment. 🚀 #Bitcoin

Appreciate this well-articulated take. MiCA does bring valuable regulatory clarity in Europe, which could appeal to risk-averse institutions. That said, MiCA mainly regulates CASPs (crypto-asset service providers like exchanges and custodians), not pure Bitcoin treasury holdings companies like Capital B. Its direct benefit here is therefore more indirect. The “Europe’s champion” narrative is smart positioning, but institutions still prioritize execution first: BTC-per-share growth, low dilution, liquidity, and scale. Capital B remains much smaller than MicroStrategy or MetaPlanet, so continued accretive BTC accumulation will matter more than the regulatory edge alone. Solid angle though, curious to see how the market weighs it.

@dwidoo7 @_ALCPB Institutional capital needs legal clarity before allocating. The US still runs on SEC enforcement actions and confusion. Europe now has clear rules. That means lower regulatory risk → lower discount to NAV → easier capital raising for companies like @_ALCPB operating under MiCA

Metaplanet just hit 40,000 BTC and claimed #3 globally. Asia has its champion. The US has Strategy. Europe? That's @_ALCPB. The BTC treasury race is now a three-continent game — and Europe's regulatory clarity with MiCA might be an edge no one's pricing in yet. 🟠

@marcvanderchijs Best feeling ever , especially the beginning with maximum creativity

Crazy busy week, but feeling fantastic. Starting a new business always gives me so much energy. Been working 7 am-11 pm for 7 days straight, but I’m in such a flow state that my Oura ring shows only very few stress peaks. Can’t do this for weeks anymore like in the past though :)

@TeslaLarry Larry you’re already an investor. Just wondering. If you plan to buy more at IPO, why didn’t you before at lower prices ?

Idiot comment of the year. Revenue does not equal valuation. We'll hear a lot more from other idiots on this subject in the next 6 months. Fine. If you believe them, don't invest. Your choice.

@CrisReed @MarylandHODL21 8 years old? April’s fool

My 8 year old walked up to his teacher last week and asked: "Can I do a presentation on bitcoin next week?" She said yes and he's presenting today. First couple slides below.