Bitcoin Hong Kong

🇭🇰 Bitcoin in Hong Kong. #Bitcoin #Blockchain news & events. #Crypto #startups

[MR SHIFT 🦁 @KevinWSHPod]

Gm Folks
We’re back!

This is another edition of the bi-weekly bulletin launched in collaboration with @ForzaBitcoin and the @CoinsiliumGroup.

Thank you for reading (and loving!) the previous editions.
This time as well, we’ll be diving into the latest developments in financial markets, with a strong focus on the macroeconomic trends that drive and reinforce Bitcoin’s growing relevance as a global financial asset.

Forza! Bitcoin is a 100%-owned subsidiary of Coinsilium Group ($COIN.AQ $CINGF) registered in Gibraltar, and established to manage the Company’s Bitcoin Treasury and strategy.

Together, we’ll keep you updated on the latest moves around Bitcoin.
But first, let’s get this part out of the way:

Always DYOR:
This bulletin is for informational purposes only and contains summaries of news articles originally published by third-party media outlets. Please refer to the full disclaimer at the end of the post.

Now, let’s get started.
Here are the highlights:
⚡️ Big Money Moves

👉What is enough for the S&P 500?
👉Road to 1% BTC
👉All American, All Bitcoin
👉Amsterdam knows what’s up
👉We’re keeping an eye, Forza!

🌍 Bitcoin in the Wild

👉Choose wisely, Germany
👉What to do with Bitcoin Spam
👉Asia’s Wealthy says Yes BTC
👉Room for Growth, Room for Growth
👉The Path’s Clear, Exchanges
👉What are the odds, bro?

⚡️ Big Money Moves

💰What is enough for the S&P 500?

Michael Saylor’s company, Strategy (previously MicroStrategy), bought around 6,048 Bitcoin (roughly $449 million) between August 26 and September 1, bumping its total holdings to 636,505 BTC at an average purchase price of $73,765 per coin.

You’d think with that kind of Bitcoin weight and solid financials, Strategy would have a sure spot for the S&P 500, but it didn’t. Even though it fit the usual criteria like market cap, trading volume, and profitability, the index committee gave it a hard pass, choosing Robinhood instead.

Strategy’s deep Bitcoin exposure might have made the committee nervous about volatility and sector balance, in comparison to Robinhood’s diversified fintech model. But Michael Saylor pointed out that Strategy stock has outpaced both the S&P 500 ETF (SPY) and even Bitcoin itself, boasting a 92% surge versus SPY’s 14% and Bitcoin’s 55% annualized growth.

Keep reading for the next scoop.

💰Road to 1% BTC

Metaplanet just got the go-ahead from shareholders to raise about ¥130 billion (roughly $884 million) by issuing 550 million new shares overseas. Most of the cash is earmarked for buying more Bitcoin, potentially pushing its total holdings to about 20,000 BTC, and making it one of the largest corporate Bitcoin treasuries in the world.

To fortify its balance sheet, shareholders also approved a plan to issue up to ¥555 billion (about $3.8 billion) in preferred shares, which offer dividend priority.

Long term, Metaplanet is shooting for the moon: it wants to hold 100,000 BTC by the end of 2026 and 210,000 by 2027, which is roughly 1% of all Bitcoin in circulation.

💰All American, All Bitcoin

American Bitcoin, a mining and treasury company backed by Eric Trump and Donald Trump Jr., hit the Nasdaq on September 3, 2025. Its stock had a wild first day: it more than doubled briefly, surging up to around $14.50, before settling around $8.04, a solid 16–17% gain from the price it started at post-merger.

The company didn’t stop there. Almost immediately, it filed for an at-the-market equity raise (that’s a way to sell shares flexibly) of up to $2.1 billion. The plan is to use that cash to buy more Bitcoin and beef up its mining setup.

American Bitcoin is already holding around 2,443 BTC and is blending mining operations with building a Bitcoin-heavy treasury, leveraging mining facilities supplied by Hut 8.

💰Amsterdam knows what’s up

Treasury B.V., a Netherlands-based company backed by the Winklevoss twins, just raised about €126 million (roughly $147 million) in private funding. It used that money to stockpile over 1,000 BTC, making it one of the largest corporate Bitcoin wallets in Europe.

The plan is to utilize a reverse listing merger with MKB Nedsense to list publicly on Euronext Amsterdam, (a reverse listing is simply when a private company merges with a public shell to skip the traditional IPO process), and then trade under the ticker “TRSR.”

What’s more, another Amsterdam-based crypto startup called Amdax is planning something similar by launching its own Bitcoin treasury company (AMBTS) and aiming for an Euronext listing, too. It already has its sights set on owning at least 1% of all Bitcoin.

And rounding up this section,

💰We’re keeping an eye, Forza!

Despite the market’s eyes being on bigger names, Coinsilium Group’s Gibraltar subsidiary, Forza!, has been stacking even more Bitcoin. As of mid-August, they’d raised £17 million ( roughly $23 million) with the express purpose of investing in Bitcoin.

Currently, Forza! holds 182 BTC (≈US $20–21 million) and represents a broader decision by Coinsilium Group to make Bitcoin a foundational piece of their financial structure.

📌 FYI: Coinsilium’s shares are traded on the Aquis Stock Exchange Growth Market in London, under the ticker symbol "$COIN.AQ", and on the OTCQB Venture Market in the United States under the ticker symbol "$CINGF".

And now, we move on to the next section.

Those were the big money moves, but let’s not forget…
It's not just the money following Bitcoin.
It’s everybody.

Keep reading for the latest on regulation, adoption, and all things Bitcoin.

🌍 Bitcoin in the Wild

⭐Choose wisely, Germany

A recent blockchain deep-dive from Arkham Intelligence shows that around 45,000 Bitcoin, worth nearly $5 billion, linked to the Movie2K piracy case are still sitting untouched in over 100 wallets. These holdings haven’t moved since 2019 and appear to remain under the control of the original operators.

You might remember that Germany already seized and sold nearly 50,000 BTC in mid-2024 at an average price of about $57,900 each, which brought in around €2.6 billion (roughly $2.9 billion). Problem is, Bitcoin’s price has more than doubled since then, and those coins would now be worth over $6 billion.

The discovery of another stash raises a bigger question: should governments treat seized crypto like instant cash, or lean into it as part of a long-term reserve? German lawmaker Joana Cotar has pushed for the idea of a strategic Bitcoin reserve, but Germany’s central bank remains skeptical.

⭐What to do with Bitcoin Spam

Adam Back, Blockstream’s co-founder and a key Bitcoin architect, has raised the alarm over what he calls “JPEG spam” on the Bitcoin blockchain. By this, he refers to images, know as inscriptions, embedded directly into the chain via the Taproot upgrade and Ordinals protocol.

Since May, these have surged from about 88 million to 105 million, racking up roughly 7,000 BTC in fees (around $700–800 million). Back argues that while miners might pocket a fraction of that, the broader impact in higher costs, slower transactions, and a diluted focus on Bitcoin’s money-first mission, isn't worth it.

While he has suggested nudging miners and wallets to deprioritize these image-heavy transactions without encouraging centralization, others in the community like Economist Saifedean Ammous are willing to fund a developer to make spamming more expensive and difficult.

⭐Asia’s Wealthy says Yes BTC

Asian family offices, especially those in Singapore, Hong Kong, and mainland China, are ramping up their exposure to crypto, with many now aiming to hold around 5% of their portfolios in digital assets like Bitcoin and Ethereum.

This is especially clear in Singapore, where a firm called NextGen Digital Venture raised over $100 million in just a few months for its long-short crypto equity fund and was funded by clients like family offices and tech entrepreneurs who were impressed by the fund’s prior returns of 375% in less than two years.

Exchanges have noticed, too: Hong Kong’s HashKey saw an 85% jump in users this year, while South Korea’s trading volume is up 17% year-over-year.

⭐The Path’s Clear, Exchanges

U.S. regulators just cleared the path for mainstream exchanges like the NYSE, Nasdaq, CME, and Cboe to start trading spot crypto products like Bitcoin and Ethereum. Their recent joint staff statement clarified that under existing law, SEC- or CFTC-registered exchanges are not prohibited from listing these assets, including leveraged or margined versions.

On top of that, the SEC and CFTC have announced a joint roundtable, scheduled for September 29, to harmonize their rules further. They'll discuss aligning product definitions, margin rules, reporting standards, and even creating coordinated “innovation exemptions”

And finally,

⭐What are the odds, bro?

A collector in Arizona just scored an insane win from a $13 pack of Cardsmiths Currency trading cards, snagging a rare redemption card good for a full Bitcoin, worth nearly $111,000 at today’s prices. Cardsmiths’ series includes hidden crypto codes (for Bitcoin, Ethereum, Litecoin, and Dogecoin), and the odds of pulling something are just 1 in 192 packs.

The lucky finder, who goes by “decoparts” on Reddit, had publicly promised to donate half the after-tax proceeds if they ever pulled a Bitcoin redemption. True to their word, they pledged to give away 0.5 BTC, keeping only the rest.

Believe it or not, this is already the third time in the past year someone has pulled a full Bitcoin from these packs. Earlier winners got lucky on $33 and $50 packs, and the contest continues with Cardsmiths’ newer SPACE Series.

And that’s it!
Long read, but we hope you enjoyed it.

The next edition will be dropping later in September, so set a reminder in your calendar.

Till then,

Thank you for being a part of the When Shift Happens family.

Full Disclaimer
All rights to the original content belong to the respective publishers. We do not claim ownership of any third-party material and provide proper attribution, including source links, for transparency and reference. While we strive for accuracy in our summaries, we make no warranties or guarantees regarding the completeness or accuracy of the information provided.

Any mention of cryptocurrency, financial products, public company stocks, or other investment instruments in this newsletter or the referenced articles is not intended as financial advice or a recommendation to invest. The information is not tailored to any individual’s circumstances and should not be relied upon for investment decisions. Readers are encouraged to consult the original articles and seek independent financial, legal, or professional advice before making any investment.

The author(s) of this report may hold, directly or indirectly, positions in the securities or digital assets (including shares or tokens) of the company(ies) or project(s) mentioned herein. Any such holdings are disclosed for transparency and should not be construed as a recommendation to buy, sell, or hold any financial instrument.

[Eddy Travia @eddybitcoin]

Great reception at the Alpha Edge Summit in #HongKong 🇭🇰 where we spoke about #Bitcoin as a treasury asset. Good to see growing interest from fund managers & finance professionals in the region.
🇬🇧 $COIN.AQ 🇺🇸 $COIN @CoinsiliumGroup @ForzaBitcoin

[Bitcoin Asia @Bitcoinconfasia]

WE'RE EXCITED TO ANNOUNCE CZ TO SPEAK AT #BITCOIN ASIA 🇭🇰🚀

[Bitcoin Archive @BitcoinArchive]

JUST IN: 🇭🇰 Hong Kong-based Ming Shing Group agrees to buy nearly $500 MILLION Bitcoin.

[Bitcoin Asia @Bitcoinconfasia]

🇹🇭 THAILAND TO ACCEPT #BITCOIN PAYMENTS FOR TOURISTS

THIS IS HUGE FOR ASIA 🚀

[Bitcoin Hong Kong @BitcoinHK]

@eddybitcoin @BitcoinConfAsia Welcome back to HK!

[Eddy Travia @eddybitcoin]

Hong Kong 🇭🇰 continues to make bold moves in Bitcoin adoption
Next week I’ll be there for @BitcoinConfAsia - looking forward to the conversations around Bitcoin regulation in the region and reconnecting with the HK Bitcoin community https://t.co/XY3SLZ5H5u

[Bitcoin Asia @Bitcoinconfasia]

10 DAYS UNTIL THE BIGGEST #BITCOIN CONFERENCE IN HONG KONG 🇭🇰🚀

[MR SHIFT 🦁 @KevinWSHPod]

Gm Folks
We’re back!

This is the fifth edition of the bi-weekly bulletin launched in collaboration with @ForzaBitcoin and the @CoinsiliumGroup.

Thank you for reading (and loving!) the previous editions.

This time as well, we’ll be diving into the latest developments in financial markets, with a strong focus on the macroeconomic trends that drive and reinforce Bitcoin’s growing relevance as a global financial asset.

Forza! Bitcoin is a 100%-owned subsidiary of Coinsilium Group ($COIN.AQ $CINGF) registered in Gibraltar, and established to manage the Company’s Bitcoin Treasury and strategy.

Together, we’ll keep you updated on the latest moves around Bitcoin.
But first, let’s get this part out of the way:

Always DYOR:
This bulletin is for informational purposes only and contains summaries of news articles originally published by third-party media outlets. Please refer to the full disclaimer at the end of the post.

Now, let’s get started.

Here are the highlights:
⚡️Big Money Moves
👉Bullish was, well…Bullish
👉Did you say 1 million BTC?
👉Forza! Made its Largest Bitcoin Purchase Yet!

🌍 Bitcoin in the Wild
👉Bolivia for BTC…
👉Bitcoin in your 401(k)
👉Bye Bye Novel Supervision
👉That’s one-seventh of all BTC!

⚡️ Big Money Moves

💰Bullish was, well…Bullish

Bullish, the Peter Thiel-backed crypto exchange and owner of CoinDesk, pulled off one of the year’s biggest market debuts. It went from targeting an initial price range of $32 - $33 for its IPO to $37 a share, raising about $1.1 billion and valuing the company at $5.4 billion.

(For context, an IPO is simply when a private company sells stock to the public for the first time.)

When trading began on the New York Stock Exchange, the stock didn’t just climb; it opened at $90 and briefly touched $118, giving Bullish a peak market value of $13.2 billion. That kind of first-day surge is rare and shows how much demand there was from investors.

The appeal came down to positioning and timing. Bullish is built for institutions like banks and funds, and it’s led by Tom Farley, a former president of the NYSE. Pair that with a friendlier U.S. regulatory climate for crypto, and Wall Street saw a bet worth making.

The rumour is that many large, US-based crypto firms (Gemini, Grayscale and more) are expected to follow suit… 🤫

Continue reading for the next scoop

💰Did you say 1 million BTC?

David Bailey’s Bitcoin firm, Nakamoto, has merged with healthcare provider KindlyMD to form a new publicly traded company. The combined business keeps the KindlyMD name but now trades on Nasdaq under the ticker NAKA, with Bailey stepping in as CEO and KindlyMD’s former chief, Tim Pickett, moving into a medical role.

The new entity launched with $540 million in fresh funding and is planning to raise another $200 million through convertible notes with one single goal: To buy up as much as 1 million Bitcoin for its corporate treasury.

That’s a mindblowing number, especially considering the firm currently holds just 21 BTC. Its short-term target of adding 4,500 BTC would immediately put KindlyMD among the top 20 public Bitcoin holders worldwide.

Backing the move are some familiar names in crypto investing, including Eric Weiss and Mark Yusko, who are joining the board.
And if the strategy works, NAKA could set off a new race among corporates to bulk up on Bitcoin reserves.

And speaking of Treasuries…

💰Forza! Made its Largest Bitcoin Purchase Yet!

On August 4, Coinsilium Group’s Gibraltar arm, Forza!, made its biggest Bitcoin buy to date: a one-off purchase of 57.5 BTC for £5 million.

That purchase pushed Forza’s total holdings to about 182 BTC, now valued at roughly £15.85 million (US$21.5 million).

Coinsilium Group’s Bitcoin Treasury Policy & Strategic Plan can be found here: https://t.co/x0ENZNf9pd. 

📌 FYI: Coinsilium’s shares are traded on the Aquis Stock Exchange Growth Market in London, under the ticker symbol "$COIN.AQ", and on the OTCQB Venture Market in the United States under the ticker symbol "$CINGF".

And now, we move on to the next section.

Those were the big money moves, but let’s not forget…
It's not just the money following Bitcoin.
It’s everybody.

Keep reading for the latest on regulation, adoption, and all things Bitcoin.

⭐Bolivia for BTC…

Samuel Doria Medina, one of Bolivia’s top presidential candidates, has come out in support of Bitcoin, calling it a legitimate “store of value.” He even revealed that he’s set aside 5% of his personal savings in BTC for his grandchildren!

Doria Medina went further, suggesting Bolivia should follow El Salvador’s lead (of making Bitcoin legal tender in 2021) and explore integrating Bitcoin into its national economic policy.

What makes his endorsement stand out is the timing. Bolivia’s general election is coming up on October 17, and the country’s politics have historically been conservative on financial reform. Doria Medina, however, isn’t a career politician but a businessman who runs a hotel chain and Burger King franchises in Bolivia, giving his pro-Bitcoin stance more credibility in the eyes of investors.

If he wins, Bolivia could become the next Latin American country to push Bitcoin into the mainstream economy and be known for crypto adoption globally.

⭐Bitcoin in your 401(k)

On August 7, President Trump signed an executive order that could reshape how Americans save for retirement. The order tells federal agencies to expand what can be included in 401(k) plans — the tax-advantaged accounts many workers use to invest for the long term — to cover alternative assets like Bitcoin, other cryptocurrencies, and even private equity.

Right now, 401(k) investments are tightly restricted, usually to things like mutual funds or ETFs. The Department of Labor has been instructed to revise those rules under ERISA (the Employee Retirement Income Security Act) and to create legal “safe harbors” so employers and plan sponsors aren’t exposed to lawsuits if they offer riskier options like crypto.

If these changes go through, it would open the door for millions of Americans to hold Bitcoin and other digital assets directly in their retirement accounts.

⭐Bye Bye Novel Supervision

On August 15, the Federal Reserve shut down its two-year-old Novel Activities Supervision Program, a unit set up in 2023 to keep a close watch on banks experimenting with crypto, stablecoins, custody services, and fintech partnerships. The program was created when regulators were still treating digital assets as a grey area.

The Fed now says it has a better handle on the risks involved and is folding crypto oversight into its normal supervisory framework, meaning digital assets will be treated like any other banking activity instead of sitting under a special watchlist.
It’s the latest sign of a softer U.S. stance on crypto regulation.

⭐That’s one-seventh of all BTC!

Global Bitcoin accumulation hit new heights in July 2025. According to https://t.co/FWHOnuoH3j, companies and funds disclosed or purchased 107,082 BTC in a single month — almost two-thirds of the 166,000 BTC added across all tracked entities.

Altogether, public companies now hold about 955,000 BTC, private firms own roughly 292,000 BTC, and governments are sitting on more than 527,000 BTC. Meanwhile, ETFs, exchanges, and funds collectively control another 1.47 million BTC.

Add it all up, and tracked entities now account for over 3.2 million BTC, a sizeable share of the 21 million coins that will ever exist.

And that’s it!

Long read, but we hope you enjoyed it.

The next edition will be dropping in September, so set a reminder in your calendars.

Till then,

Thank you for being a part of the When Shift Happens family.

Full Disclaimer
All rights to the original content belong to the respective publishers. We do not claim ownership of any third-party material and provide proper attribution, including source links, for transparency and reference. While we strive for accuracy in our summaries, we make no warranties or guarantees regarding the completeness or accuracy of the information provided.

Any mention of cryptocurrency, financial products, public company stocks, or other investment instruments in this newsletter or the referenced articles is not intended as financial advice or a recommendation to invest. The information is not tailored to any individual’s circumstances and should not be relied upon for investment decisions. Readers are encouraged to consult the original articles and seek independent financial, legal, or professional advice before making any investment.

The author(s) of this report may hold, directly or indirectly, positions in the securities or digital assets (including shares or tokens) of the company(ies) or project(s) mentioned herein. Any such holdings are disclosed for transparency and should not be construed as a recommendation to buy, sell, or hold any financial instrument.

[Bitcoin Hong Kong @BitcoinHK]

🚀

[Eddy Travia @eddybitcoin]

🪜
🇬🇧 $COIN.AQ 🇺🇸 $CINGF

[Eddy Travia @eddybitcoin]

Biggest Bitcoin purchase to date for @ForzaBitcoin 🚀 !

[Bitcoin Hong Kong @BitcoinHK]

@SGBitcoin @ForzaBitcoin or HK$116.7m ... soon more when 1 BTC > 1m HKD ....

[Bitcoin Singapore @SGBitcoin]

.@ForzaBitcoin now holding SG$19m+ in Bitcoin ! Congrats 🎉!

[The Bitcoin Conference @TheBitcoinConf]

TOM LEE SAYS $250,000 #BITCOIN THIS YEAR IS STILL POSSIBLE‼️

SEND IT 🚀

[Forza! BTC @ForzaBitcoin]

.@CoinsiliumGroup's Bitcoin Treasury Surpasses 112 BTC — @BitcoinMagazine

@ForzaBitcoin gives #COIN a solid digital asset treasury backed by strong structure, bold ambition & strategic leadership to drive its growth

🇬🇧 $COIN.AQ 🇺🇸 $CINGF #Bitcoin

https://t.co/gjjEqD4HWg

[Forza! BTC @ForzaBitcoin]

Forza! Bitcoin treasury update
https://t.co/ZmfQm0CkfE
@CoinsiliumGroup #Forza #Bitcoin 🇬🇧 $COIN.AQ 🇺🇸 $CINGF

[Bitcoin Asia @Bitcoinconfasia]

BREAKING: DORIAN NAKAMOTO CONFIRMS HE IS NOT SATOSHI, BUT HE IS NOW A #BITCOIN MAXI‼️

"FIAT IS SO BROKEN, BTC IS THE ONLY THING THAT MAKES SENSE."

[Forza! BTC @ForzaBitcoin]

Forza! Gibraltar started with 5 BTC in May.

Now 100 BTC strong 🚀 - proof of conviction and long-term belief.

Stacking with discipline. Building real value. Not chasing hype.

#COIN 🇬🇧 $COIN.AQ 🇺🇸 $CINGF 🇺🇸 #Bitcoin #Forza @CoinsiliumGroup

[Eddy Travia @eddybitcoin]

Great to see 🇰🇷 Korean crypto media @bloomingbit_io covering @ForzaBitcoin's latest Bitcoin buy !
@CoinsiliumGroup 🇬🇧 $COIN.AQ 🇺🇸 $CINGF
https://t.co/Zelsjs6wB4

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