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

[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] #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

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

[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] 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 ⚡️⚡️⚡️

[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] ⚡️+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.