Andrew Webley, CEO of The Smarter Web Company, says the 2025 Bitcoin drop has boosted his confidence. In a long-term cycle rather than weakening. In a year-end review shared this week, Webley noted that Bitcoin’s 2025 closing price was lower than many investors expected. Despite hitting a local high in October. But he said the results were not surprising given his nearly 10 years of investing through multiple market cycles.
He pointed to a historical pattern in which negative years often preceded sharp recoveries. Past economic downturns in 2014, 2018 and 2022 were followed by years of strong recovery. The average profit is over 90%. He emphasized that past performance does not guarantee future results. Andrew Webley said these cycles will continue to shape the outlook for 2026.
Historical cycles shape the outlook for 2026
According to Andrew Webley, Bitcoin’s long-term trend continues to be upward. Even if short-term sentiment weakens. He described 2025 as a year of consolidation rather than failure. While arguing that leverage and expectations are often reset during periods of falling prices. He added that such a reset is usually followed by a renewed sense of optimism.
Since founding The Smarter Web Company in 2009, I have always enjoyed January. This is a positive month for our business companies, as it is a month in which many people choose to start new businesses, often leading to new projects and opportunities. But it’s also January for me… https://t.co/dt93zBn1JQ
— Andrew Webley (@asjwebley) January 3, 2026
For SWC, this outlook is important as Bitcoin is at the heart of its balance sheet strategy. The company held 2,664 Bitcoins at the end of 2025. Flexibly respond to various market conditions. Andrew Webley said 2026 could resemble past recessions. My confidence came back gradually, not overnight. As a result, he expects sentiment to improve along with disciplined capital deployment.
Two strategic paths for price rise or fall
Andrew Webley outlined two broad scenarios that will guide the SWC’s plans. First, if Bitcoin sentiment improves and the price rises, we expect the company’s stock to trade above its net asset value. In that case, SWC could utilize ATM functionality to efficiently raise funds and expand its shareholder base. He also noted that favorable market conditions will support demand for the company’s Bitcoin-backed convertible debt products. This could create a feedback loop that allows for further Bitcoin accumulation.
Second, if Bitcoin goes sideways or declines, SWC plans to rely on alternative tools. These include the selective use of debt, authorized share buybacks, and the possibility of adjusting convertible structures. Andrew Webley said the company’s current Bitcoin holdings give it room to act without rushing into decisions.
Discipline remains the focus over prediction
Beyond Bitcoin price trends, Webley emphasized that SWC remains committed to growing its business. He said the company’s advisory, hosting and support services provide stable cash flow and high profit margins. This helps mitigate the volatility of digital assets. He described SWC as part of a growing group of companies adopting a “digital capital” strategy. If Bitcoin acts as a core asset on the balance sheet. He said a variety of models are emerging and the market will gradually learn which approaches are most effective.
Looking ahead, Webley said 2025 will be a focus on building the foundation. In contrast, 2026 will be all about execution. He concluded that the company is prioritizing discipline over prediction and preparing for multiple outcomes. While remaining in line with the long-term goal of increasing Bitcoin per share.