SVIA Silvia Inc.

$SVIA I jumped in just before the ticker switch. I read that is on the advisory board, and this has jumped significantly since July. Hopefully this is a winner. $SRXH $SMTK $CERO

$SVIA Hope that you have more patience with your pets, family, friends, etc then you do with this stock!

$SVIA 14 days of gains, loses 35% in less then 24hrs, recovers 22% same day, and loses another 6% the following day. So is this stock in a manipulation trap or is it overpriced. Clearly the market didn’t see underlying fundamentals strength today but possibly it’s moving with BTC but that hardly lost… maybe SPY.

$SVIA Just so you know. You don't have to sell at $9, but that will unlock a bunch more shares when hit. Using the same inputs (5,254 BTC, about $65.7M net debt, 84.94M shares): | BTC price | Total NAV | NAV/share | At 22% discount | |---|---|---|---| | $100,000 | $460M | $5.41 | $4.22 | | **$120,000** | **$565M** | **$6.65** | **$5.19** | | **$200,000** | **$985M** | **$11.60** | **$9.05** | Two things change as Bitcoin goes higher: - **Leverage:** The net debt is fixed, so per-share NAV rises faster than Bitcoin. Bitcoin going from $84K to $200K is about 2.35x, while NAV per share goes from $3.62 to $11.60, about 3.2x. - **Supply at $200K:** A share price around $9 would reach the lockup trigger. That would release the restricted half of the merger equity and could add a lot of supply to the float right where the stock is getting interesting. The convertible notes are also more likely to convert at these prices, adding shares while removing the debt.

$SVIA slow bleed, this just sucks watching this, had so much potential, shouldn’t be tied to BTC performance, hold 4 at least.