🦋Baby Teddy🦋
@moochachito
$BBBY $BBBYQ $TEDDY Butterfly 🦋🧸👑 $GME 🎮
It took almost 2 months for Metaplanet to go from ₿1,762 to ₿2,031. Dec 23, 2024 to Feb 17, 2025. Just over 5 months later from Feb 17, 2025, Metaplanet holds ₿16,352. Given that Smarter Web 🇬🇧 has been moving faster, could this be what the next 5 months look like for SWC?
I would like to present my thoughts for $BBBY Class 9 shareholder recovery, specifically as it relates to when. I feel confident in the interpretations and conclusions made in solving the puzzle and so this will be my last post. I hope you enjoy it. $BBBYQ
I would like to present a roadmap of my thoughts for $BBBY Class 9 shareholder recovery, specifically as it relates to Interests. I hope you enjoy it. $BBBYQ
Turning $1B fiat into $1.6B bitcoin immediately… then 2x mNAV leading to $3.2B market cap increase
Wild part is $1 billion in capital inflows leads to approx. $1000 increase in BTC price. So MSTR can increase BTC holdings by $1B, this demand increases bitcoin price by $1000, leading to underlying holdings to also go up by $607M
For every $1000 increase in Bitcoin price, Strategy earn $607,770,000 (i.e. over $607 million USD), based on their holding of 607,770 BTC. MSTR clearly should be trading 10x higher. The day will come when $10,000 increases are normal on a weekly basis. NOT PRICED IN.
A Bitcoin Treasury company needs to do only 2 things. 1. Make sure the operating business is profitable and not loss making. 2. Accumulate as much Bitcoin as possible. It's that simple. Your business will not outperform Bitcoin for the next 20 years. Stop being delusional.
It makes me sick how many shitty CEOs and Companies are coming out of the UK to jump on this BTC Treasury bandwagon. Just listened to the Vaults "V3TC" Q&A with the CEO Alex Appleton. Former CFO of Argo Blockchain, and we all know how that went. Both Vinanz aka "London BTC…
Theoretical 2026 BTC timeline to $1M+ with phased $1.45T inflows (1% global AUM shift), using 2025 ETF multiplier (~$1.9k rise/1B, adjusted down for scale): - Q1: $290B in, price ~$350k ($7T cap) - Q2: +$435B, ~$650k ($13T) - Q3: +$435B, ~$900k ($18T) - Q4: +$290B, ~$1.2M ($24T)…
The "1B inflow = $1,000 price rise" rule is a rough heuristic from lower-liquidity eras, implying ~20x multiplier on market cap. For $1.45T inflows, that suggests ~$1.45M price surge to $1.57M/BTC and ~$31T cap—higher than your 20T estimate, likely due to fully diluted supply…
So basically Bitcoin 1 Million is in the bag if we get to 1% market index weighting.
Coinsilium's clock was reset at 6p to start their institutional fly wheel. The retail flywheel got them to 81p. Each raise increases long term staying power. So watch this space. Unique situation for a UK nanocap. CLNs and non-cash deals to come? $CINGF $COIN.AQ
“JPM convinced the puppets on the board of directors to do $12 billion of share buybacks, which they never actually bought back. Instead they used Goldman Sachs” This is an absolute banger Michael. Well done. And the buybacks were ultimately funded by the bullshit unsecured note…
Holy fucking shit I’ve never noticed this language too until now “If a change of control triggering event… occurs, we may be required to offer to purchase the notes from the holders.” Umm wasn’t there a change of control in February 2023 with HBC? But these morons (the…
We would like to clarify our position here. UTXO’s involvement with Satsuma is limited to a seed investment made at the project’s outset. We have no leadership role in the strategy, fundraising, or execution of this project.
UTXO update on recent events. "We strongly encourage our LPs to check-in with us before investing in a project based on statements of our involvement". Satsuma trolls in shambles. Now let's conquer the UK with SWC 🇬🇧🚀 @DavidFBailey @tylev @UTXOmgmt x.com/UTXOmgmt/statu…
Update on Capital Group's BTCTC holdings - No new BTCTCs, still only $MSTR, $MTPLF, $SMLR - MTPLF added to 2 new funds - STRK added to 1 new fund - Clean Q2 final shares outstanding counts not available to do calculations yet, but % ownership change likely mostly tracks dilution.
Capital Group is considered some of the biggest, smartest money and they hold some of our favorite Bitcoin Treasury Companies. $MSTR, $MTPLF, and $SMLR. Notably, vs Q4 '24, they appear to have rotated some of their 18.4M sh. MSTR holdings into large $STRK and $STRF positions.
Currently green in the US…we’re at turning point…all the traders are out, only investors left…and our CEO is head down going forward. Have a great weekend all
Why are you still here? Thought you were trying to prevent retail from losing money on BBBY? It was canceled two years ago. Didn’t you tell all of X to ask their broker for a curtesy close on BBBY? I’m curious, do you have the recipe where you did this for your “1 share”?
This filing shows we are in the final execution phase of the bankruptcy. The court is letting the estate of BBBY’s late CFO use insurance money to deal with audits and legal issues. It means the bankruptcy process is nearing the end, but not done yet. Distributions (cash or…