Forza! BTC

Gm Folks We’re back! This is another edition of the bi-weekly bulletin launched in collaboration with Forza! Bitcoin 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 👉$1 million profit from BTC? 👉Data and BTC 👉That’s more BTC than the market is producing! 👉Howdy BTC 👉Coinsilium’s Portfolio Company Greengage Plans to IPO in the UK with a Bold Bitcoin-backed Lending Strategy 🌍 Bitcoin in the Wild 👉Just like any other transfer… 👉Cautious Optimism 👉BTC as collateral? 👉BOA advisors can finally say buy BTC ⚡️ Big Money Moves 💰$1 million profit from BTC? Lion Group, a Hong Kong–based financial services firm, just raised $10 million in a private deal specifically to buy Bitcoin. A private placement is basically when a company sells shares to a small group of investors instead of going through the public market. Meanwhile, Singapore’s Genius Group has expanded its Bitcoin position, moving from 138 BTC to 180 BTC, roughly a 30 percent boost to its treasury. The company also said it has already made about $1 million in realised profit from earlier Bitcoin buys. The timing actually makes sense since Bitcoin has been climbing again, and more corporates in Asia are experimenting with holding a small portion of their reserves in Bitcoin as a diversification bet. 💰Data and BTC Hyperscale Data, a U.S. data-centre and GPU hosting company, says its Bitcoin treasury is now worth about $72.25 million when you combine the BTC they hold with cash set aside to buy more. They’ve been steadily accumulating throughout 2025 on a parallel track to their core infrastructure business. Moves like this are becoming more common as companies with strong cash flow or exposure to digital infrastructure look for assets that can appreciate independently of their operating business. If this pace continues, Hyperscale could end up among the larger corporate Bitcoin holders heading into 2026. 💰That’s more BTC than the market is producing! A new report says big investors and “whales” are buying Bitcoin at the fastest pace ever recorded. They’re taking in roughly 240 percent of the new BTC being mined, which basically means they’re buying far more than the market is currently producing. When that happens during a price dip, it usually signals strong conviction from long-term holders. Moreover, research shows that public companies added about 12,600 BTC (worth roughly $1.1 billion) to their balance sheets in November, despite it being the slowest month of corporate buying in 2025, which tells you how high the baseline has become compared to previous years. 💰Howdy BTC Texas’s first purchase for its new Strategic Bitcoin Reserve is now confirmed: the state put about $5 million into BlackRock’s IBIT spot Bitcoin ETF, drawing from a $10 million allocation approved earlier in the year. It’s a tiny position compared with Texas’s broader ETF holdings, but it’s symbolically enormous, because this is the first U.S. state to formally hold Bitcoin exposure inside a state-managed reserve. By choosing a regulated ETF rather than buying Bitcoin directly, Texas is effectively saying it wants crypto exposure in a traditional structure, but it also positions the state as a long-term hub for Bitcoin mining, custody and energy-backed digital assets. If this experiment goes smoothly, Texas may scale the reserve, and it wouldn’t be surprising if a few crypto-friendly state treasurers start floating similar ideas next year. And rounding up this section, 💰 Coinsilium’s Portfolio Company Greengage Plans to IPO in the UK with a Bold Bitcoin-backed Lending Strategy Coinsilium just got the kind of news every early-stage investor hopes for. One of its key portfolio companies, Greengage, announced plans to go public on the Aquis Stock Exchange Growth Market in London. Greengage runs a B2B platform that helps SMEs, family offices, and fiduciaries move between traditional banking rails and digital assets, with more than $350 million in loans originated and over 40 active clients. Greenage is a part of Coinsilium’s portfolio of investments across the digital asset space, in addition to its Bitcoin treasury and strategy managed by Forza, its 100%-owned subsidiary registered in Gibraltar, designed to enhance Coinsilium’s long-term financial resilience. What makes this potential float especially relevant for Coinsilium is Greengage’s new strategy which would include using part of the planned IPO raise to buy Bitcoin and building a “Bitcoin Yield Reserve,” where it would hold BTC on the balance sheet, borrow against it on a non-recourse basis (meaning the lender can only claim the collateral in Bitcoin, not the company’s assets), and then deploy those funds into high-yield private credit portfolios. It’s a hybrid model that could potentially enable Greengage to become one of the first fintechs to turn Bitcoin treasury management into a commercial product for other corporates and wealth management platforms. For Coinsilium, which owns 27,133 Greengage shares, this is aligned with their strategy to invest in and support the infrastructure around Bitcoin finance. 📌 FYI: Coinsilium’s shares are traded on the Aquis Stock Exchange Growth Market in London, under the ticker symbol "$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. ⭐Just like any other transfer… France’s second-largest banking group, BPCE, is rolling out in-app crypto trading to its customers, starting with a 2-million-user pilot before expanding to all 12 million clients. People will be able to buy and sell Bitcoin directly inside their normal banking app, alongside assets like ETH, SOL and USDC. This is a big deal, especially in Europe, where compliance rules are strict, and many banks have historically kept crypto at arm’s length. The timing also lines up with MiCA, the EU’s new regulatory framework, which has made it easier for established financial institutions to offer digital asset services without regulatory uncertainty. Similarly, GoTyme Bank in the Philippines just rolled out “Go Crypto,” a feature inside its regular banking app that lets customers buy, sell and hold 11 cryptocurrencies, including Bitcoin. What makes this notable is that it’s aimed at normal consumers rather than traders. The service sits under the Bangko Sentral ng Pilipinas’ virtual-asset rules, which means it’s regulated and designed to feel as safe and familiar as any other bank product. For a country where mobile banking adoption is high and remittances are a big part of financial life, putting crypto directly inside a bank app could drive a different kind of mainstream usage. ⭐Cautious Optimism Market analysts and a handful of crypto firms are calling for a December rebound, pointing to rising liquidity, expectations that major central banks may start adjusting interest rates, and a noticeable increase in investor activity. Bitcoin has already bounced back above $90K, which has caught the attention of institutional buyers who see this range as a reasonable entry point. Nothing is guaranteed, but the mood has clearly shifted from caution to optimism. ⭐BTC as collateral? The UK’s new Property (Digital Assets etc.) Act 2025 has officially become law after receiving Royal Assent. The law does something pretty significant: it recognises cryptoassets like Bitcoin as their own legally defined form of property in England and Wales. Before now, courts relied on case law and older property doctrines to handle disputes involving digital assets, but with this Act in force, questions around ownership, inheritance, collateral, and enforcement become much clearer. For example, lenders can now take Bitcoin as formal collateral, and estates can pass on BTC with the same legal certainty as other assets. It also gives courts stronger tools to recover or freeze crypto in fraud or insolvency cases, which had been difficult under traditional property categories. And finally, ⭐BOA advisors can finally say buy BTC Bank of America is making a major policy shift: starting in early 2026, advisors at Merrill and Bank of America Private Bank will finally be allowed to recommend crypto exchange-traded products, including U.S. spot Bitcoin ETFs, to clients who meet suitability requirements. Until now, advisors could only respond if a client specifically asked; they couldn’t proactively suggest any crypto exposure. This move puts one of the largest U.S. wealth managers in the same camp as firms like Morgan Stanley and Wells Fargo, which have slowly opened the door to Bitcoin ETFs after the SEC approvals earlier this year. For a bank that has historically been cautious on crypto, shifting from passive tolerance to active distribution is a meaningful change in stance. And that’s it! Long read, but we hope you enjoyed it. The next edition will be dropping soon, 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.

$COIN Greengage plans AQSE float with bold Bitcoin-backed lending strategy tinyurl.com/2ydt3rwq @CoinsiliumGroup $5CT $CINGF #COIN #5CT #CINGF

Board Restructuring and Strategic Update aquis.eu/stock-exchange…

Coinsilium’s Strategic Update: Bitcoin Positioning, Yellow Network Launch & Portfolio Outlook @StockBoxMedia spoke to Malcolm Palle, Executive Chairman at Coinsilium, about evolving Bitcoin strategy, the Yellow Network token launch, and wider portfolio progress. Watch below ⬇ buff.ly/OYXEDre ➡ Bitcoin Strategy Shift – Coinsilium's Forza unit will continue accumulating Bitcoin, but funding will depend on market conditions and shareholder value. ➡ Yellow Network Launch – Coinsilium’s early investment in Yellow could be transformative, aiming to fix inefficiencies in crypto trading infrastructure. ➡ Portfolio Growth – Encouraging progress from Greengage and Otomato adds further long-term upside beyond just Bitcoin exposure.