BTC245: The Next Metaplanet? (Smarter Web Company) w/ Jesse Myers and Andrew Webley
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter explores the rise of Bitcoin treasury companies, with a focus on SmarterWeb's innovative approach to adopting a Bitcoin-native balance sheet. The conversation delves into valuation models and the challenges of navigating cryptocurrency market volatility while assessing the worth of rapidly growing firms.
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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- Andrew’s X Account.
- Jesse's X Account.
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