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Matthew Kerridge

Following0Followers (X)15.14KPosts209Likes2.06K
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There’s a strong possibility today could be looked back upon as the start of the next bull run. Tonight Strategy holds their Q3 earnings call and they have timed the recovery to par for $STRC perfectly. $STRC closed at $99.99 and with daily dividends commencing next week and the last day of trading before the final semi monthly dividend tomorrow the ATM has once again been unlocked. @YChoueifaty on the latest Inside the Walls pod has said it best. Nothing has happened yet. We are marvelling at the rockets but they are on the launchpad without the fuel. Bitcoin has hardly moved. Things can move fast in this space. It’s easy to get lulled into a false sense of security. I highly recommend tuning in to the latest episode. mNAVs will expand again and it’s the smallest companies that have the digital credit engine in place that are likely to see the outsized returns. $STRC returning to par may provide the pressure required as the catalyst for the start of this bull run proper. Time will tell but don’t be surprised, once the US mid term elections are complete, for Bitcoin buying pressure to be too much for the price to be held below the current $82,000 level. But once again, regardless of short term price action, the medium to long term path remains clear. We’re going higher. It’s only a matter of time. And when we do, the UK’s largest Bitcoin holder and only digital credit issuer outside of the US on a main market? Yes, $SWC is going higher too. Onwards! 🚀

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Volatility on the way down isn’t fun and it isn’t predictable (not to me at least). But perspective remains key. Whilst share price is down and mNAV has contracted sharply in recent weeks they are equally still significantly up year to date. At today’s snapshot the mNAV sits at 1.09, up from 0.7 at the start of the year. Share price is 44p, up 27% from 32p at the start of the year. $SWC has uplisted to the main market LSE stock exchange and #MORE has been launched. With Bitcoin currently down 7.3% year to date most would consider today’s snapshot and year to date performance extremely encouraging. It’s for every individual to reach their own conclusion. Will #MORE continue to grow and build towards par in the coming weeks and months? Will $SWC increase further access to the US capital markets to access deeper liquidity? Will @asjwebley continue to forge ahead and prove doubters wrong as he had demonstrated time and time again? Will $SWC remain one of, if not the fastest horse as this next bull run really gets going? The share price is not the company. For anyone with a long time horizon even the recent local high share price can be considered good value. If so, current share price provides even better value. I’m here for the entirety of the 10 year plan. Onwards! 🚀

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Bitcoin refuses to stay below $80k for long. #MORE continues to quietly build. Some continue to underestimate the potential for $SWC. Others are more bullish than ever. This is what makes a market. We’re still remarkably early. The bull market is one day closer. Strategy’s earnings call, daily dividends and macro headwinds potentially subsiding in due course. The bull run will return. It’s only a matter of time. Onwards! 🚀

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Digital Capital Digital Equity Digital Income Digital Money The CEIM framework. My latest contribution to @TimKotzman’s Substack. How Bitcoin is in the process of recapitalising the global financial system 👇 https://t.co/0cWYiUfHqZ

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This week @strive remains the fastest horse of 2026 so far. Huge congratulations to @ColeMacro @PunterJeff @Werkman and the entire team for setting the pace. @smarterwebuk on Strive’s tail and the rest of the pack competing with the Bitcoin hurdle rate. Tune in same time next week for the latest Bitcoin Treasury Derby developments 🐎

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The first full week of #MORE trading and there is certainly MORE to come but this has been a constructive first 8 days of trading. There is huge uncertainty across the markets from AI bubble concerns to US mid term election jitters, but, as always, this is simply more short term noise. Bitcoin is continuing to build a stronger base at these levels building energy for the next leg higher and $SWC is doing exactly the same. A few months ago those with conviction were backing up the truck at sub 30p levels. Others are doing the same at the 50p level today. Conviction cannot be borrowed. Understanding… 1) The nature of fiat debasement 2) The properties of Bitcoin 3) The nuance of the Bitcoin Treaury model 4) The critical importance of Digital Credit for the Bitcoin Treaury 2.0 model 5) The importance of the leading position in a global capital market 6) The law of small numbers (outsized total returns based on a smaller starting Bitcoin stack) 7) The critical importance of the integrity of the CEO and management team The combination of all 7 leads directly to @asjwebley and The Smarter Web Company. 99.9% of the population haven’t even reached step 1. We have much work to do. But if you are here today reading this you have already won. It’s just a case of watching your winning position play out in slow motion in the months and years ahead. 50p, 30p, 80p. It doesn’t matter. When Bitcoin is trading at $1 million plus and SWC is £10 + today’s share price fluctuations won’t even register on a chart. Patience. The next leg up could come sooner and much more violently than any of us expect. Onwards! 🚀

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The next bull run hasn’t truly started yet. When $STRC hits $100 par the games will begin. #MORE is building very nicely. It will continue to need some more time but hitting £100 par is simply a matter of when, not if. There were 2 stellar performances from @asjwebley and @MillerC0le on @TimKotzman’s inaugural Digital Credit Digital Conference and it’ll be great to welcome Tim back to the UK in November! 🙌 If you haven’t watched the full event yet I highly recommend it. Bvid link in the comments below 👇 Momentum is building but we’re still only just getting started. Onwards! 🚀

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$SWC off to a strong start to the week with a 4.9% green day. #MORE volume is building nicely too. In addition to a late reported Friday buy trade of 2,932 MORE shares at £98.89 today has seen 3,201 shares traded (2.88% of the total shares in issue). On just the 4th day of trading volume is building nicely. More progress has been make on broker access. Let’s keep pushing to turn those remaining dots green 🟢. The fastest horse race remains neck and neck and we’re still only just getting started. Onwards! 🚀

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The end of a historic week for Smarter Web. MORE successfully launched as the first perpetual preferred digital credit product outside of the US listed on a main market. The first ever weekly dividend in the UK. Circa £300,000 of MORE traded in the three trading days this week, equating to approx 3% of shares issued. Liquidity is building, the market is watching, awareness is growing. This is only the beginning. Bitcoin holding up remarkably well given wider market turmoil, up close to 2% vs the NASDAQ. The foundations are now in place. It’s now time to build. Onwards! 🚀

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Just finished our live stream. Thanks for having me @TimKotzman! We covered: - The Smarter Web Digital Credit MORE IPO - Why we're orange pilling backwards - The issue with Digital Credit And MORE! 👇