Falconedge

Falconedge is a Hedge Fund Advisory Firm with a Pioneering Bitcoin Treasury Strategy | AQSE: #EDGE | OTCQB: #FEDGF | FSE: #V87)

[Falconedge @FalconedgePlc]

RT @roykashife: Gold and silver are seriously weak here and breaking down significant levels. Tumbleweed...

The recent non-farm payrolls,…

[Falconedge @FalconedgePlc]

Listen to our CEO @roykashife explain our Bitcoin Yield processes and where we see this driving the company’s growth in the future.
Thank you @C_PrincessYT

[Crypto Princess YT @C_PrincessMedia]

I spoke with @roykashife, CEO @FalconedgePlc , at the @smarterwebuk/@BTCTMedia conference about Bitcoin yield and treasury company strategies.

Timestamps:

0:00 - What is Falconedge?
0:48 - What is Bitcoin yield?
1:21 - What inspired you to explore Bitcoin yield?
2:22 - Are more treasury companies moving toward yield strategies?
3:19 - Where does the yield come from?
4:14 - Why might investors buy shares in a Bitcoin treasury company instead of self-custodying Bitcoin?

[Roy Kashi @roykashife]

Looking forward to joining later today🤝

We’ll be diving deep into Bitcoin, and the ongoing thematic and macro trends in traditional markets.

Tune in at 12:30 ET/5.30pm BST if you can make it.

[Falconedge @FalconedgePlc]

@FalconedgePlc CEO @RoyKashife and Non Executive Director Stefania Barbaglio (@stefixy) took the stage at Bitcoin Treasuries Unconference to discuss the evolving role of Bitcoin yield strategies and their growing relevance within corporate treasury management.

Watch the panel here: https://t.co/qWvdFGRX2S

#EDGE #FEDGF #V87

[Roy Kashi @roykashife]

Great day at the Bitcoin Treasuries Unconference in Bristol.

Really enjoyed joining the yield panel representing Falconedge alongside @freddienew and @Croesus_BTC, hosted by our NED @stefixy.

It was also great to hear from our strategic advisor @ZynxBTC on where he sees the Bitcoin treasury sector heading over the coming years.

And grateful to finally being able to put names to faces after so many conversations online.

Finally thanks to @smarterwebuk and @asjwebley @ejuline @TimKotzman
for helping to organise such a fantastic event.

AQUIS: $EDGE 🇬🇧 | OTCQB: $FEDGF 🇺🇸 | FSE: V87

[Smarter Investor @InvestorSmarter]

More Titans on the stage at the Bitcoin Treasury UnConference
@Croesus_BTC @roykashife @freddienew

[Falconedge @FalconedgePlc]

Our advisory services have become an important complementary business line and a key part of our broader flywheel strategy.

Trusted by experienced managers and sophisticated capital, the business provides a scalable source of revenue and stability across varying market conditions.

#EDGE #FEDGF #V87 #BTC

[Roy Kashi @roykashife]

Reason 183727 to own Bitcoin.

The government eventually comes for everything you own.

No other asset has dependant autonomy from their long reach.

Only one asset keeps its rules fixed and guarantees you control, regardless of policy changes.

They’ve come after pensions. Now ISAs are in the conversation.

What next? Unrealised Capital Gains?

@FalconedgePlc we’re clear on where we think core value belongs: Bitcoin.

But there’s a second piece that matters just as much.

Why hold it passively when you can also earn on it?

That’s the real edge - owning the strongest monetary asset in the world, while still generating yield from it.

Not choosing between safety and return, but combining both.

As shareholders of Falconedge, that’s the model you’re aligned with.

For us it’s simple:

Own what you believe in ✅
Keep it outside shifting rules ✅
Make it productive while you hold it ✅

AQUIS: $EDGE 🇬🇧 | OTCQB: $FEDGF 🇺🇸 | FSE: V87

[Falconedge @FalconedgePlc]

Falconedge’s strategy is designed around a reinforcing cycle between advisory growth, BTC treasury accumulation, and capital efficiency.

As advisory revenues expand, treasury growth and recurring yield generation can further support balance sheet strength.

#Falconedge #EDGE #FEDGF #V87

[Roy Kashi @roykashife]

With an Iran deal finally appearing closer, even if the details still look messy and far from a clear win for the US despite the predictable victory laps, could we finally see the broader market rally extend properly into risk assets like Bitcoin?

I still firmly sit in the camp that Bitcoin is risk off at its core, but it’s going to take years for the broader market to really catch on. We’re still early.

The 80k ceiling continues to loom large, but could a confirmed announcement finally give Bitcoin the momentum needed to break the 200MA bearish trend it has been stuck in?

What happens if oil trades materially lower from here?

What happens as Warsh steps in at the Fed and the rate cut cycle reignites again as expected?

Assets like Bitcoin could benefit massively.

At the same time, digital credit products like #Sata and #Strc yielding 13% and 11.5% start looking even more attractive in a lower rate cycle. It also gives them more room to ease pressure on dividend payments which in itself becomes even more constructive for the space.

This is exactly why we built @FalconedgePlc the way we did.

In a market where Bitcoin can remain range bound for longer than many expect, yield becomes increasingly important for shareholders looking for both exposure and performance.

We’ve now delivered over 6.34% compounded yield in just 5 months, with an average of over 1.25% monthly yield consistency becoming increasingly visible to investors month by month through real proof of work.

The longer this cycle drags on, the more the market will separate narrative from execution.

Who is actually delivering sustainable yield?

Who is building through the quieter periods rather than simply waiting for price appreciation?

We believe Falconedge is positioned extremely well for what comes next.

Patience, consistency and execution always compound.

Next week I’ll be speaking at the Bitcoin Treasuries Unconference UK in Bristol on 29th May 🇬🇧

I’ll be joining a panel moderated by @stefixy alongside @freddienew from @bitcoinhodlco and @Croesus_BTC from @smarterwebuk discussing the different forms of yield generation that can become a genuine driver of growth for Bitcoin treasury companies.

As the market matures, sustainable yield and capital efficiency are becoming increasingly important parts of the conversation, especially during longer consolidation periods for Bitcoin itself.

Looking forward to sharing views, learning from others in the space and catching up with many of you in person.

Should be a great event.

Enjoy the rest of the long weekend!

AQUIS: $EDGE 🇬🇧 | OTCQB: $FEDGF 🇺🇸 | FSE: V87

[Falconedge @FalconedgePlc]

Falconedge has a well planned strategic roadmap guiding our next phase of growth.

See our key priorities for the 2026:

#EDGE #FEDGF #V87

[Roy Kashi @roykashife]

It feels like the UK is pulling itself apart at the seams. You can see it playing out right on the streets of London this weekend:

• A Divided Nation: 2 marches with vastly different worldviews, same fractured result.

• Political Drift: Labour has been in power for two years. The backdrop? Total chaos and zero delivery.

• The Backstabbers: A Prime Minister on the verge of resigning while everyone stabs each other in the back for power - leaving us with yet another round of unelected officials.

No one asked you. No one apologised to you.

Meanwhile, the bond market is whispering the uncomfortable truth. On Friday, the 30-year Gilt broke out to 5.85% - a multi-decade high. It’s the money markets looking at Westminster and saying, "If we're going to hold your debt, we want to be paid almost 6% for the privilege." 

When long-term borrowing costs spike like that, the playbook is always the same.

Heads they win, tails you lose:

• Debt becomes incredibly expensive to roll over. 

• Government fiscal space completely vanishes.

• They crank up the trusted money printer again. More printing, more inflation, and your pound buys less again and again.

Higher interest rates - you lose.

If only there was an asset free from all this government intervention, endless printing, dilution, and negativity? 🤔

That is exactly why attention keeps shifting back to Bitcoin. It cannot be licensed, bailed out, or printed away. Despite short-term volatility, it remains the ultimate escape hatch from monetary debasement.

At @FalconedgePlc , we aren't trying to guess market direction. Our focus is straightforward: steadily increase the amount of Bitcoin per share we hold over time.

While we believe Bitcoin will continue to appreciate over the long haul, simply relying on a CAGR of 20-30% annually isn’t enough. When that doesn't happen, like in 2025, we believe the need to make sure this incredible asset you own is productive. That is exactly what we continue to do.

This week we released our latest yield results for April, and the numbers show the reality of this approach:

• +1.078% increase on our Bitcoin balance sheet this month.

• +6.34% growth over the five months since inception.

• ~15% annualised growth in Bitcoin terms - achieved without any shareholder dilution.

This implies increased, free Bitcoin Per Share for our shareholders, EVERY SINGLE MONTH.

The beauty of this approach? It doesn’t rely on Bitcoin’s price going up. All our yield is completely independent of Bitcoin and uncorrelated to its price. It has zero to do with Bitcoin. Even if the market goes sideways or down, we steadily compound our BTC per share through low-risk, self-custodied yield generation.

Falconedge isn’t your typical treasury company. We approach things differently:

• Unique Paths to Growth: Everyone has their own way of wanting to grow, which makes for a compelling open market.

• Productive Treasury Operation: We operate as a Bitcoin corporate treasury, focused entirely on making our corporate Bitcoin holdings work for us.

• Helping Others: We are always happy to advise other companies looking to do the exact same thing. (I’m always available for a chat).

Ultimately, we are incredibly bullish on Bitcoin for the medium and long term. That’s why we will continue to commit all of our spare capital into increasing our Bitcoin balance sheet for the next decade.

We are still so early. In a few years, we will look back at the Bitcoin chart and realise today's prices were just a blip. The future charts will have to be stretched out just to see where we are standing right now.

Make your asset productive.

Enjoy the rest of your Sunday!

AQUIS: $EDGE 🇬🇧 | OTCQB: $FEDGF 🇺🇸 | FSE: $V87 🇩🇪

[Roy Kashi @roykashife]

Fragile ceasefire with Iran close to breaking down ✅

Oil pushing back toward $110 ✅

UK gilts breaking out again (30Y around 5.79%) ✅

Sterling weakening further against major currencies ✅

Low growth, growing  inflation, unsustainably high taxes, and a government actively driving away wealth creators ✅

Political uncertainty rising with no obvious solution in sight ✅

At some point, the only play left is more for them is to fire up the money printer… which risks driving inflation even higher and keeping rates elevated. 

if you thought your Pound didn’t get you very far now, just wait….

Bitcoin was created for environments like this.

I know where I want my money parked.

Keep stacking BTC - and companies building strategic Bitcoin balance sheets.

@FalconedgePlc not only holds treasury reserves in Bitcoin, we also deploy strategies designed to generate consistent, inflation-beating compounded yield alongside it for our shareholders as demonstrated by today’s yield announcement for April (+1.078%) and +6.34% for the 5 months since inception.

In just 5 months we have outperformed the fragile UK 30yr (which is trading at recent historical highs) by 0.5% 

Capital is already repositioning.

AQUIS: $EDGE 🇬🇧 | OTCQB: $FEDGF 🇺🇸 | FSE: V87

[Roy Kashi @roykashife]

Another strong month for @FalconedgePlc

Our focus remains clear: delivering more free, non-diluted Bitcoin per share for shareholders.

April’s BTC yield results of +1.078% return mark our fifth consecutive month of proven yield generation, delivering a compounded return of +6.34% to Falconedge shareholders.

We continue to grow Bitcoin exposure per share through a scalable, accretive and value-generative strategy - without unnecessary dilution. This also translates into pure fiat profit for the operating business alongside our growing advisory business.

We’re building for the long term.
₿

https://t.co/FGue5p6z0q

(AQUIS: #EDGE 🇬🇧 | OTCQB: #FEDGF 🇺🇸 | FSE : V87 🇩🇪)

#BTC #Bitcoin #FEDGF #EDGE #V87

[Falconedge @FalconedgePlc]

Please read full RNS here:

https://t.co/BTwU9rpKcS

[Falconedge @FalconedgePlc]

Falconedge’s April Bitcoin Yield Results are now live!

👀 View them here:

#EDGE #FEDGF #V87 #BTC

[Zynx @ZynxBTC]

I'm predicting a massive Bitcoin summer.

There are two key regulatory tailwinds that not enough people are talking about.

1) The Senate Banking Committee votes on the Clarity Act on May 14th. This is the legislation that formally classifies Bitcoin as a commodity and provides the regulatory clarity institutions have been waiting for.

2) The Basel consultation on Bitcoin closes June 18th. Basel rules govern how banks globally are required to treat assets on their balance sheets. A favourable outcome dramatically lowers the cost for banks to hold and offer Bitcoin exposure.

These are not small catalysts.

Regulatory clarity and bank-level access unlock trillions in institutional capital that is currently sitting on the sidelines.

Bitcoin will have a beautiful summer.

[Roy Kashi @roykashife]

Spot on. And it’s all forming against one of the most hostile macro backdrops imaginable: aggressively high commodity prices, bond yields breaking out, and rising geopolitical uncertainty.

Yet Bitcoin is still holding $80k remarkably well through all of it.

At the same time, negative sentiment around Bitcoin - and companies holding Bitcoin on their balance sheet - still persists. Rightly or wrongly, most market participants remain momentum and sentiment driven.

Nothing exposes market sentiment more than what we just saw with @Strategy and @saylor.

People ignored the consistent $1bln+ Bitcoin purchases, yet latched onto the first ever sale of a tiny amount of BTC purely to satisfy S&P index inclusion requirements.

That tells you everything.

That changes quickly.

And as we’ve seen time and time again, when Bitcoin moves, you’ve already missed the opportunity unless you were positioned beforehand. The same applies to companies holding Bitcoin as their core treasury asset like @FalconedgePlc.

Once these macro pressures begin to ease, it’s easy to see a blue-sky scenario where BTC rips through the previous $126k highs.

Regulatory clarity + bank-level access + easing in geopolitical uncertainty + improving sentiment = trillions in institutional capital no longer sitting on the sidelines.

Be prepared. Be proactive, not reactive.

NFA.

[Falconedge @FalconedgePlc]

Had a chance to check out @FalconedgePlc's investor presentation and fact sheet?

Learn more about our advisory platform and Bitcoin treasury strategy: https://t.co/vuz5U2VPix

#Falconedge #EDGE #FEDGF #V87

[Roy Kashi @roykashife]

Very concerning.

Anything near 6% in developed market sovereign yields isn’t normal - that’s where things start to break and risk gets repriced fast.

6–7%? That’s crisis territory. That’s when bailout talk starts to creep in.

Greece crossing that level post-2008 was when bailout talk started for them.

We’re getting uncomfortably close to that line.

And this is only 18 months or so of a Labour government. More damage can still be done.

I’ve got increasingly more money in Bitcoin and we are putting as much of @FalconedgePlc money in Bitcoin too.