Andrew Webley Says Bitcoin Treasury Firms Will Lead Global Markets

Shweta Chakrawarty

December 6th, 2025

Andrew Webley believes that pairing BTC holdings with real business revenue will become the most valuable sector in global markets by 2026.

Andrew Webley Says Bitcoin Treasury Firms Will Lead Global Markets

Quick Take

Summary is AI generated, newsroom reviewed.

Andrew Webley, CEO of SWC, asserts that firms combining real cash-generating business with a Bitcoin treasury will lead global markets.
SWC temporarily halted share sales because the stock is trading below its market value relative to net assets (mNAV), which would dilute shareholders.
Both resolutions at SWC's recent General Meeting passed with 99% shareholder support, confirming strong backing for the long-term vision.
Webley confirms a new website is launching soon to position SWC as a Bitcoin-backed public firm and credits the growing community for support.

Andrew Webley, CEO of The Smarter Web Company, believes Bitcoin treasury firms are on track to become the most valuable sector in global markets. In a detailed update to shareholders, Webley said companies that combine real business revenue with a strong Bitcoin balance sheet will lead the next phase of capital markets.

He said SWC now operates with what he calls a “digital balance sheet built on pristine capital.” But he stressed that Bitcoin alone is not enough. The edge comes from pairing it with a working business that generates real cash. That mix, he believes, will set the winners apart as the Bitcoin treasury market matures in 2026. Andrew Webley added that Bitcoin still has a powerful long-term story. Yet he feels equally excited about the near-term price action and liquidity. In his view, momentum is already building.

Earlier this week, SWC confirmed that it did not sell any shares under its subscription agreement over the past two weeks. Webley explained the decision clearly. The company is trading below its mNAV, or market value relative to net assets. When the market prices a company below the value of what it already owns, selling shares makes little sense.

We are proud to be the UK's largest listed Bitcoin treasury company, operating with a digital balance sheet built on pristine capital and a real, revenue-generating business. That combination – operational substance plus treasury strength – we believe will prove to be a major…
— Andrew Webley (@asjwebley) December 6, 2025

Doing so would dilute the shareholders at a discount. Currently, SWC plans to stay patient. Andrew Webley said the company is also working on clearer investor education around how mNAV compression links to sentiment. A new slide for the investor deck aims to explain this link for both retail and institutional investors.

Shareholders Back Strategy With Near-Perfect Vote

SWC’s recent General Meeting delivered a strong show of support. Both resolutions passed with 99% of votes in favor. CEO Webley called the day humbling. Many shareholders attended in person. He spoke with several of them after the formal business ended. He also delivered a presentation that will be shared online for those who could not attend.

Andrew Webley said this level of engagement shows that investors understand the long-term vision and the 10-year strategy behind the company. During the week, Webley also held a long private discussion with a market critic of the Bitcoin balance sheet model. While the critic remains cautious, Webley said the talk helped bridge understanding. He believes open debate strengthens progress.

New Website, Community Growth, and a Bitcoin-First Identity

Webley confirmed that SWC’s new website is now in final sign-off and will go live soon. The updated branding aims to position the company as part of a new generation of Bitcoin-backed public firms. He also credited the growing SWC community for its steady support. From investor videos to creative content, Andrew Webley said community energy plays a real role in shaping the company’s public presence. An unofficial SWC Christmas meet-up is already set for next week.

Looking ahead, Andrew Webley repeated that the company has many strategic options across short, medium and long timelines. The leadership plan remains to act carefully and learn from how other Bitcoin treasury firms experiment in the market. Currently, the message from SWC’s leadership is clear. Bitcoin treasury companies are no longer a niche idea. In Andrew Webley’s view, they are setting up to become a new global market leader. With SWC plans to stay firmly in that race.