Rory Cooney
@RoryCooney
Director of Research & Development for Envisics, developing the next generation of augmented reality head up displays.
Brain Food for Bitcoiners. This Article from @Croesus_BTC is a fascinating take on why Homo Sapiens thrived and became dominant. The cognitive ability of abstract thought enabled valuing of scarce goods which in turn enabled an early form of money to develop. This allowed…
Bitcoin Backed Bonds.....Discuss I'm intrigued by the model that $ALTBG have used and wondering why we haven't seen it in UK yet. Basic Premise - Investor hands over Bitcoin or Cash. - That is then backed by equivalent Bitcoin to be held in some secure way that guarantees…
Good interview today with @asjwebley and Jordan Walker from the @BitcoinColl Key points that came through loud and clear ▶️ Preferred start at about 5X from now. I guess he's thinking about £500m in Bitcoin treasury. ▶️ Aim is still firmly to be on FTSE100 which requires LSE,…
We have a new metric innovation P/BYD ratio is an evolved version of the month to cover metric. Adjusting for the time period used for the projection and assessing on log scale. Will need to pay careful attention as to what inputs are used to the model when comparing…
When you understand Bitcoin and where it’s going, this graph should make you panic as it gives you less time to stack more stats! Also less BTC for those treasuries holding cash rather than BTC on their balance!
Trying to get a feel for @hewiebtc and their mission. I don’t know enough about him or $BTC.L yet, but, this spaces has only turned me off. I’m always open and searching for more opportunities whilst holding $SWC as my largest position, but, for now I think I’ll pass on this…
Also very confused by @UTXOmgmt move on $SATS. It goes against their stated strategy of making a BTC treasury leader in each market. If their argument is that LSE is a different market than AQUIS, then surely the push should have been for $SWC to move into $LSE earlier. The…
By my count, there will be about 12,960,000,000 shares on issue for a current mkt cap of GBP 1.3 billion With GBP 105 million of cash for BTC So an mNAV of 12.3x Ouch.
Posted Elsewhere, but, relevant for $SWC and $Coin.AQ
I have been wondering why the UK BTCTCs have been growing so fast so did some GROK research on Tax Advantaged accounts. I'm amazed how much better the Tax advantaged accounts are in UK compared to the other countries including US. We can save £20K ($27K) per year in an ISA…
Posted Elsewhere, but, relevant for $SWC and $Coin.AQ
I have been wondering why the UK BTCTCs have been growing so fast so did some GROK research on Tax Advantaged accounts. I'm amazed how much better the Tax advantaged accounts are in UK compared to the other countries including US. We can save £20K ($27K) per year in an ISA…
This can help you understand why even a “high” 15x mNAV right now could be justified for SWC. We are outperforming Metaplanet significantly so far, no sign of things slowing down. Metaplanet just got to 15k bitcoin. How long do you think before we get there. Sure, you have…
Congrats @asjwebley... as they say, the first 1000 bitcoin is the hardest! Big week for Bitcoin Treasuries with @Metaplanet_JP passing 15,000 BTC (nearly doubled in the last 3 months) and @_ALTBG closing in on 2,000 BTC, plus @LQWDTech adding 10 more 🚀
For some light weekends entertainment. The money printer going brrrrrrrr is the reason you should be invested in $SWC, Bitcoin and other treasuries. If you’re ever feeling shaky about the investment. You just need to study Bitcoin more. This is brilliant. Still laughing.
This guy recaps the deficit situation:
It still blows my mind that this community is only 3,000 members. If we averaged £100k investment, that is £300m of the £800m stock. 100k people in UK deciding to put just £5k of their SIPP into $SWC adds £500m inflows into the stock price. My default recommendation to…
Updated my short term modelling based on latest information As of today, @Tennyson_Secs Price target of £4.40 is easily justified. There are 14 million shares left in the Pseudo ATM. £61M. There is no doubt a minimum of £39m of book build available for @asjwebley I've Spread…
I missed this yesterday. @asjwebley is now part of the £2.72 club. Feeling chuffed I bought in at £2.50 and £2.35 yesterday. If you have conviction on the stock, the fluctuations shouldn’t be a concern. The trajectory is clear. The fund raising ability is demonstrated.…
