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

[text] Incredible work from the team, their raising money like it's free on the streets! Capital B raise nr. 3 in 5 weeks 🤯. This this a €7.6M private placement solo from Adam Back WITH the exact same ABSA terms as the 28-08 raise (€0.58/ABSA, 15.4% premium to yesterday's close).

[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] mNAV = 1. So i am buying. +27300 shares for the personal treausury.

[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] Capital B (@_ALCPB) did not only raise 21m euro's but they doubled down on the warrent program ⚡️🤯 The warrant program: 🔸Wave 1 (earlier this year): 5 warrant tranches that could raise 135 MILLION EURO's 🔸Wave 2 (from today): 3 more tranches that could raise ANOTHER 136

[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:

[image] On 11 Sept, SWC announced it will vote for the Perp. Pref later this month. Since then it's up 125%. It ripped from 30 £ per share to 72 £ without any problems. (even a +36% day today) Things move fast when you have an outlook of Perp. Pref, so it seems. SWC's run is causing me

[text] Some don't understand that CEOs of companies have to move in silence. They build privately and then show the world their hard work. Everyone who holds the stock profits from their hard work. So far CapitalB is up the same as BTC since the outbreak, both around 27%. And that’s

[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] Capital ₿ moving up to spot #25 and reclames the spot off second biggest European corporate BTC holder. ⚡️ Great work!

[video] What Michael actually means is buy @_ALCPB. Hence why he says it in French.

[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] Today we had the highest volume since the start of the BTCTC. A total of 1.82M shares traded hands (18.2M shares presplit).

[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.

[text] Fun speculation while we wait: what should @_ALCPB name their possible future perpetual preferred? @Strategy went STRK/STRF/STRD/STRC. Metaplanet picked planets like $MARS, @Strive chose $SATA and @smarterwebuk is going with $MORE. My funlist for Capital ₿: 🔸LIBRE - free in

[image] GM. Let's break this 10,5 month diagonal resistance line. ⚡️

[image] What a good day today! On more day like today and we clear the double resistance line at ~€0,54. ⚡️

[image] Yesterday was a significant day. We finaly broke the 10,5 month downward resistance trendline. We broke it with (allot of) volume and we closed above! This is very very bullish! Next bigger resistance seems to be around € 0,73. See you there 🫡⚡️

[video] Oh wow, this is nice! A new weekly series. A special crew with @AlexandreLaizet, @Andre_Dragosch, @YChoueifaty and @Kosanovic_V. Hosted by @OneChairPod.

[text] ⚡️👇🏻 Longer post, probably worth the read if you hold Capital ₿ Capital ₿ is up ~30% in 4 days and it’s important to know what’s coming that most people haven’t noticed. From Aug 17 to Sep 10, no entity can convert their outstanding bonds into shares. Nobody can exercise

[text] ⚡️Capital-B end of 2027 projection is adjusted with the conversion off the B-01 Convertibal debt. Love the premature conversion, very bullish. Calculator: -->

[image] Capital B did not only raise 21m euro's today but they also doubled down on the warrent program ⚡️🤯 The warrant program: 🔸Wave 1 (earlier this year): 5 warrant tranches that could raise 135 MILLION EURO. 🔸Wave 2 (from today): 3 more tranches that could raise ANOTHER 136

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

[image] Reminder! Today was the reverse stock split for Capital ₿. This means your share numbers are divided by 10 but worth 10x more. Net zero sum. More Institutions with mandates that could not buy before will now be able to buy the stock. Onward! ⚡️

[image] To make it simple: Capital ₿ stock price acts like Bitcoin… this year but better: • Bitcoin goes up 1% -> @_ALCPB stock usually goes up ~1.5% (more gains) • Bitcoin goes down 1% -> @_ALCPB stock usually goes down only ~0.8% (less pain)

[image] Order filled. I loved it at €0,50 and I love it at €5,-. ⚡️⚡️

[image] I am an investor in asymmetric opportunities. So when I see the price today, all I can do is add a little at these prices. 1.03 mNAV for a company with 270 million euros in warrants ready, no fiat debt, a team that doubled their BTC in a bear market and has its full focus on

[text] 121 votes (lovely number). ⚡️ At € 10,- ill change my handel to Capital ₿ull stackers member.

[text] Next few years will be incredible for those who believed. Mark my words.

[text] I got part of my last post wrong (below). Correcting it publicly. Sorry for that. What I said: during the Aug 17 – Sep 10 suspension window, the share count can't grow. But what just actually happened: Capital ₿ just issued 36,219,070 new shares at €0.58 in a €21.0M

[image] 🧐

[image] I want to break free 🎼🎸

[image] Lol, Citadel does not think the bearmarket is over. Shorting on 1 mNAV, crazy. Hence the pullback 2 days ago.

[image] Stop Halting the Stock Euronext! 🤣 We are in up mode, no need to “reserve” at a +10% move.