The Smarter Web Company (SWC) CEO Andrew Webley announced that the firm’s Bitcoin holdings have grown to 2,650 BTC. Despite a challenging week in fiat terms, Webley highlighted that the company’s Bitcoin position has slightly strengthened, with the Bitcoin-per-share value now higher than before.
The Smarter Web Company (SWC) CEO, Andrew Webley, shared an update reflecting on the company’s recent performance and its growing focus on long-term Bitcoin yield. Despite ongoing market volatility, Webley emphasized that SWC remains committed to strategic execution and consistent value creation for shareholders.
Prioritizing Bitcoin Yield and Shareholder Value
Webley explained that he evaluates Bitcoin treasury companies using two key metrics: market net asset value (mNAV) and Bitcoin yield. For him, Bitcoin yield—the ability to compound holdings over time—is one of the most powerful drivers of long-term value.
“Even small, compounding increases in Bitcoin per share translate directly into long-term shareholder value,” he noted. However, he cautioned that sustaining these gains depends on the company’s ability to maintain a consistent BTC yield.
Currently, SWC shares trade around 1x fully diluted mNAV, meaning the market largely values the company based on its existing Bitcoin holdings without factoring in future growth or management performance. Webley admitted this limited valuation can be frustrating but said it motivates the team to keep improving operationally and financially.
Expanding Bitcoin Treasury and Analytics
Earlier this week, SWC added 100 Bitcoins to its treasury, bringing total holdings to 2,650 BTC. The company’s Bitcoin yield for the quarter-to-date stands at 0.58%. Once SWC’s new analytics engine goes live, fully diluted metrics will increase the yield to 1.66%.
Webley credited the community for its ongoing support and engagement, including longtime shareholders such as Patrick, who has been with the company since its early public days.
Institutional Engagement and Market Outlook
Webley also attended a Coinbase institutional event in London, where he engaged with investors and industry leaders, including Sir Nick Clegg and George Osborne, who discussed cryptocurrency policy and regulation. The event provided an opportunity to strengthen relationships with potential institutional investors and gain insights into market sentiment for Bitcoin-focused companies.
A Community-Driven Path Forward
Webley concluded by acknowledging that SWC’s current market valuation may not fully reflect its progress. Nevertheless, he remains optimistic that disciplined strategy, strong community support, and growing Bitcoin holdings will eventually earn broader market recognition.
“As a Bitcoin investor for almost 10 years, I’m used to these choppy waters,” Webley wrote. “This only strengthens my resolve to keep pushing forward.” Despite short-term volatility, SWC continues to build its position as one of the most active publicly traded Bitcoin treasury firms, suggesting that the company’s best chapters may still lie ahead.
