
BTC245: The Next Metaplanet? (Smarter Web Company) w/ Jesse Myers and Andrew Webley
We Study Billionaires - The Investor’s Podcast Network
Navigating Public Markets and Bitcoin Valuations
This chapter explores the Smarter Web Company's transition to a publicly traded entity and its impressive valuation exceeding a billion pounds. It reflects on the company's strategic use of Bitcoin investments and compares its growth trajectory to the late 1990s internet boom, while highlighting the challenges and opportunities in the current market landscape.
Andrew and Jesse join Preston to discuss Smarter Web’s transformation into a major Bitcoin Treasury firm, UK market dynamics, valuation strategies, and future growth plans, including preferred shares.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
14:02 - What is MNAV and why is it a crucial metric for valuing Bitcoin Treasury firms?
35:20 - How does Smarter Web plan to maintain its lead in the UK Bitcoin market amid rising competition?
49:52 - What are the benefits and risks of investing in a Bitcoin Treasury company versus Bitcoin directly?
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Slides presented (Part 1).
- Slides presented (Part 2).
- Smarter Web Company's Website.
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- Jesse's X Account.
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