[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Zynx [@ZynxBTC](/creator/twitter/ZynxBTC) on x 3153 followers Created: 2025-07-16 19:03:51 UTC What do the next XX months look like for LQWD? I've been thinking about this, and wanted to lay out my vision for all to see. It looks something like this. End of 2025 = 1-3k BTC stacked. End of 2026 = 10-21k BTC stacked. End of 2026 = Preferred's introduced. The most critical thing now is accumulating Bitcoin. We have seen already how Liquid plan to do this: -Private placements -ATM Perhaps we may see convertible bonds/debt? Either way, I think the race is on to accumulate enough Bitcoin to be the first to issue preferred stock to eat up Canada's X trillion CA$ fixed income market. What I like about Canada is that it's more yield starved than the US and UK, meaning that this route will be even more lucrative relatively for LQWD. Let's say by the end of 2026, we have XXXXXX Bitcoin. At a BTC price of (US)$200k, that would give LQWD a balance sheet worth $2bn. At a 3-5x mNAV, that would value LQWD at between $6-10bn. It could be a lot higher than this if we double the BTC stack to 20k and juiced the mNAV to 8-10x but I wanted to be conservative. What does this mean for the share price? Let's just a say a lot higher than what it is today. It all depends on how accretive the dilution is, how much BTC we stack and the BTC price itself. Also at the mNAV multiple we trade at. From my calculations, a 15-30x from here is well within the realms of possibility. Potentially even more. All of this of course ignores the potential of the Lightning Network and what LQWD is able to do there. It's hard to forecast this, so I'm considering all to be additional gravy. All I know for certain is that it's going to be an absolute wild time. If LQWD can establish itself as the Premier Bitcoin Treasury in Canada 🇨🇦, then expect astronomical gains from here. Not financial advice. XXXXX engagements  **Related Topics** [liquid](/topic/liquid) [bitcoin](/topic/bitcoin) [coins layer 1](/topic/coins-layer-1) [coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem) [coins pow](/topic/coins-pow) [Post Link](https://x.com/ZynxBTC/status/1945560024199393676)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Zynx @ZynxBTC on x 3153 followers
Created: 2025-07-16 19:03:51 UTC
What do the next XX months look like for LQWD?
I've been thinking about this, and wanted to lay out my vision for all to see. It looks something like this.
End of 2025 = 1-3k BTC stacked. End of 2026 = 10-21k BTC stacked. End of 2026 = Preferred's introduced.
The most critical thing now is accumulating Bitcoin.
We have seen already how Liquid plan to do this:
-Private placements -ATM
Perhaps we may see convertible bonds/debt?
Either way, I think the race is on to accumulate enough Bitcoin to be the first to issue preferred stock to eat up Canada's X trillion CA$ fixed income market.
What I like about Canada is that it's more yield starved than the US and UK, meaning that this route will be even more lucrative relatively for LQWD.
Let's say by the end of 2026, we have XXXXXX Bitcoin. At a BTC price of (US)$200k, that would give LQWD a balance sheet worth $2bn.
At a 3-5x mNAV, that would value LQWD at between $6-10bn. It could be a lot higher than this if we double the BTC stack to 20k and juiced the mNAV to 8-10x but I wanted to be conservative.
What does this mean for the share price?
Let's just a say a lot higher than what it is today. It all depends on how accretive the dilution is, how much BTC we stack and the BTC price itself. Also at the mNAV multiple we trade at.
From my calculations, a 15-30x from here is well within the realms of possibility. Potentially even more.
All of this of course ignores the potential of the Lightning Network and what LQWD is able to do there. It's hard to forecast this, so I'm considering all to be additional gravy.
All I know for certain is that it's going to be an absolute wild time. If LQWD can establish itself as the Premier Bitcoin Treasury in Canada 🇨🇦, then expect astronomical gains from here.
Not financial advice.
XXXXX engagements
Related Topics liquid bitcoin coins layer 1 coins bitcoin ecosystem coins pow