Seven trends shaping digital assets as we head into 2026 🧵
I’m often asked whether we’re “late”, “early”, or “between cycles”.
Wrong question.
Here’s how I’m thinking about Bitcoin, crypto, and capital markets as we move into 2026 👇
"We need the early movers in this space to be success stories, and to do things the right way. That brings the capital and the institutional pressure…”
UK Regulatory Environment – Fireside Chat, hosted by @stefixy at the Bitcoin Treasuries Unconference UK.
Featuring:
Kwasi Kwarteng, Chairman, Stack BTC
Dr Lisa Cameron, Founder UKUS Crypto Alliance & Former UK MP
James Bellman, Director, Strand Hanson
James Kaufmann, Partner, Hill Dickinson
Sam Roberts, Director of Investment Consulting, Cartwright
Stefania Barbaglio, Founder, Cassiopeia (Host)
@kwasi_stackbtc
LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
I spoke with Stefania Barbaglio (@stefixy), Investor, Advisor & NED, at the @smarterwebuk/@BTCTMedia conference about corporate Bitcoin adoption and how businesses view Bitcoin today.
Timestamps:
0:00 — Tell us about yourself and what is a NED?
2:32 — How do you explain Bitcoin’s volatility to CEOs?
5:01 — Why do some companies adopt Bitcoin while others don’t?
Thanks @HLInvest for bringing SpaceX access to UK investors. Applied.
Most stocks are meant to be traded.
Few are meant to be left alone for 10 years.
This will be one.
I’ll buy and forget. Those are often the best investments.
“If Bitcoin grows at 29% a year … and you're able to add 20% Bitcoin per share on top, those compound together to a 55% annual return. That beats the pants off anything else out there. That’s the potential of a Bitcoin treasury company, above and beyond the already great potential of Bitcoin.”
Yield generation by Bitcoin treasury companies, hosted by Stefania Barbaglio at the Bitcoin Treasuries Unconference UK.
Featuring:
Freddie New, CEO, BHODL plc - @freddienew
Jesse Myers, Head of Bitcoin Strategy, The Smarter Web Company - @Croesus_BTC
Roy Kashi, Chief Executive Office of Falconedge PLC - @roykashife
Stefania Barbaglio, Founder, Cassiopeia - @stefixy (Host)
LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
Great event by @smarterwebuk in sunny Bristol 🌞
Our founder @stefixy led a lively discussion on the impact of #Regulation on #BitcoinTreasuries in the UK.
Joined by @kwasi_stackbtc , Dr Lisa Cameron, James Bellman, Sam Roberts and other industry leaders, the conversation covered regulation, adoption and treasury governance.
Plenty of energy and excitement in the room. Looking forward to many more interesting conversations!
#Bitcoin #BTC #DigitalAssets #Fintech #Bristol
@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
Interesting to see @FinancialTimes frame the UK Bitcoin treasury movement around “risk” immediately after the strongest Bitcoin capital markets events the UK has hosted so far. thx to @asjwebley@smarterwebuk@ejuline@TimKotzman
Honestly I expect a deeper level of understanding and insight from the FT on what is actually emerging here.
AI will stay and grow exponentially.
But most AI companies will go bust. There are just too many.
Even survivors will see huge price fluctuations.
There will be new survivor entrants too.
Same as any other new industry, really.
Pleasure to meeting you Kwasi and to moderate such a timely discussion on the UK regulatory environment.
Education is key. Bitcoin cannot be properly regulated, advised on or allocated to if it is still misunderstood, but education also needs to translate into action.
The UK has had enough ambition statements around digital assets. What matters now is implementation, market confidence and people willing to build, not just talk.
Having been in the industry for the last 10 years, it is encouraging to see that shift beginning to happen.
A year ago the Bitcoin treasury industry didn’t exist in the UK. Well done @asjwebley and the @smarterwebuk for putting a very professional show today.
What a fantastic event @asjwebley & @smarterwebuk,
@TimKotzman@ejuline !
Great discussions- this is exactly how you move the industry forward.
A much-needed step change for the UK: a serious, high-quality conversation focused on Bitcoin, capital markets and investment.
Hopefully the first of many more.
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
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
Last few standard tickets available for the Bitcoin Treasuries Unconference UK in just over one week from now.
Join us in Bristol on 29 May for a full day of insights, networking, and great conversations with many of the leading voices in the UK Bitcoin treasury space (plus some amazing global guests).
You can view the full agenda and buy tickets on our website (link in comments).
LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8