₿themoon | ∞ vs 21m | Capital ₿ear Stackers member ✓

[image] Capital ₿ear Stackers member reporting for duty 🫡 Just added another 1,000,000 @_ALCPB shares to my personal tresuary at an average of ~€ 0.415. In Bitcoin terms this is a ~7.50 BTC investment (remember this). The interesting part: BTC value per diluted share sits at

[image] The only thing I want right now is more cash to deploy. Buying @_ALCPB at ~1 mNAV means you're mirroring your investment almost exactly in BTC. So let's do the math. Say you swap 1 BTC for ~140,000 Capital B shares (both ~€55,000). Your intrinsic BTC per share equals the

[text] Today's €15.2M ABSA raise by Capital B (@_ALCPB) gives me serious March 2025 déjà vu.... Back then, Tranche 1 OCAs (A-01 + B-01) were issued at €0.544 with a built-in option for holders to subscribe to Tranche 2 at €0.707. Today's structure rhymes. Each ABSA at €0.66

[image] I am going to update this once in a while so people see the effect of buying Bitcoin Treasury shares in a bear market. Purchase information: 🔸Date bought: 23 June 2026 🔸Investment: €415,000 🔸Investment in BTC: 7.5 BTC 🔸Price per BTC: € 55,333 🔸Intrinsic sats per share:

[image] #Capital₿earStackers reporting for duty. +88888 shares to the personal treasury. Buy on the sound of cannons Sell on the sound of trumpets - Nathan Rothschild / @YChoueifaty

[image] Oke this is MAJOR news! Capital ₿ $ALCPB starts trading on Cboe Europe tomorrow(!) On what?: Cboe Europe is the largest equities trading venue in Europe. 25.5% of the total market share and bigger than Euronext or LSE by traded volume. Under MiFID II, European institutional

[video] Full VIP panel video at @BTCPrague with @Kosanovic_V, @macrocrunch, @YChoueifaty and @AlexandreLaizet. Worth every second of your time. ⚡️

[image] Pro tip for Capital B Holders that have TradingView Create a chart and add this for the symbols: EURONEXT:ALCPB/BITSTAMP:BTCEUR*100000000 You now have the live Sats per share VALUE for every Capital B share. (so fully diluted BPS × mNAV) Example: Current BPS fully diluted:

[text] Never doubt the Capital B team. Raising money in bear markets 🔥. Imagine what will happen in a favorable market. Love the raise. 1.51% premium above the 8 May close. +Possible additional €99.1m in the future.

[image] Let's run the math on what it takes for @_ALCPB to hit 15K BTC by 31-12-2027.👇 And what it means for the Sats per share en shareprice. An example: 🔸Inputs (my assumptions in this math): • BTC follows power law fair → €182K end of 2027 • mNAV ramps from current ~1.29 to 3

[image] Let's run the math on what it takes for Capital B to hit 15K BTC by 31-12-2027.👇 And what it means for the Sats per share en shareprice. An example: 🔸Inputs (my assumptions in this math): • BTC follows power law fair → €182K end of 2027 • mNAV ramps from current ~1.29

[image] ⚡️B-01 conversion completes: all remaining 14,195,352 OCA B-01 bonds converted to 28,687,362 shares by Blockstream Capital Partners at €0.495 per share, a 7.6% premium above market close(!) ————————————— CEBE calculation (before → after): Before: 🔸 BTC-Denominated Claims

[image] Bear markets are for believers. + 290k shares for the personal treasury.

[image] We are going to need a bigger boat ⛴️ July 2030: - Projected BTC price: ~€ 268.000,- (@_checkonchain) - Projected BTC holdings: ~50.000 (target from CB itself) - Months into the future: 48 - Average mNAV: ? (you choose) Captial B (@_ALCPB) share price on avarage mNAV: mNAV 2 =

[image] This isn’t about topping up. It’s a multi-year mandate to compound BTC per fully diluted share at scale. @_ALCPB is thinking big ⚡️⚡️⚡️

[image] The power of buying Capital B at ~mNAV 1: 🔸7 days ago I bought a additional 1M shares of @_alcpb. 🔸Cost: 7.5 BTC. 🔸mNAV was 1.00. 🔸Today mNAV is 1.13. 🔸Value of those same shares now = 8.5 BTC. 🔸+1 BTC. Balance sheet unchanged (no extra btc added) 🔸That's the BTC

[video] The man, the myth, the legend @AlexandreLaizet on the main stage at @BTCPrague. - Unfortunately I am almost out of battery so can’t film it.

[text] The more i look into this the more i see the Team outdid themselves yet again... I was comparing Capital B's March 2025 OCA raise with today's ABSA raise. They rhyme, but mechanically they are very different beasts. OCA (March 2025): convertible bonds. 🔸Investor lends Capital

[image] Since @_ALCPB adopted a bitcoin standard, $ALCPB has delivered 94% ARR, outrunning $BTC (-4%), the Mag 7 (23%), and the S&P 500 (18%). 😉⚡️

[image] ⚡️+192 BTC for @_ALCPB ⚡️

[image] This is really smart economic engineering! The Capital B team has structured this deal so dilution only happens after value has been created. And it refreshes existing investor agreements (UTXO and TOBAM) to maintain strong alignment for the future and reduce the chance of

[text] $Sata is making me so bullish on the future off Capital ₿. If en when we get the perp. preffs as the first in Europe, it will be such a game changer. Capital ₿ also has 0 fiat debt. The accretion enige could run so fast.

[video] Time for @_ALCPB to take this spot 🫶🏻⚡️

[text] 99,9% of the world has now idea that a BTC treasury company exist. Of the ones that do 90% don’t fully understand the mechanics and mathematics of it. Asymmetric opportunity is right in front of people and most can’t see or reconize its future value.