For those interested - I’ve just invested in Coinsilium. They originally were/are a UK-listed Web3 venture builder and investor, but now pivoted to primarily focusing on BTC hence their massive (but not even close to finished) surge in market cap.
Compare to $SWC (most successful IPO out of UK for a comparison of potential - they’re actually executing faster than $SWC to date although I appreciate they’re new).
Ticker symbols: $COIN.AQ (UK) and $CINGF (US OTC).
Business Focus: Specializes in supporting early-stage blockchain projects. Owns and operates Forza (100% owned), a Bitcoin treasury arm focused on aggressive, accretive BTC accumulation in a way aggressive manner hence their increase in stock price.
Leadership Team: 1. Malcolm Palle – Co-founder and Executive Chairman. 2. Eddy Travia – Co-founder and CEO. 3. James Van Straten – Strategic Advisor and well-known Bitcoin analyst; leading BTC accumulation strategy.Bitcoin Strategy:
- Currently holds 32 BTC, with ongoing aggressive accumulation.
- Aims to build a Bitcoin yield-focused treasury with long-term upside.
Track Record:
- First blockchain-focused company to IPO in the UK.10-year public company leadership history with proven execution.
Market Position: - Well-positioned to attract significant capital, and already has early momentum.UK investors are showing strong demand for BTC exposure. - small market cap (TAM is enormous - super early. $SWC is now Billion dollar company - this has legs).
Risks: - Execution risk. - Bitcoin “extinction event” risk. - Counterparty risk.
General:
- Early-stage treasury operations have shown strong results.
- The acceleration flywheel is well and truly in motion, suggesting further upside.
- Available via SIPP, ISA, etc.
Have a good weekend all.
If you fade, let me know so we can bookmark and revisit this conversation in future!
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