Coinsilium (AQSE: COIN) is executing its Bitcoin treasury strategy exactly as promised, and investors are starting to take notice.
The company has emerged as a leading player in the growing cohort of UK-listed firms adopting Bitcoin as a reserve asset. Operating through its wholly owned subsidiary Forza!, Coinsilium is actively building a digital treasury with a clear and aggressive growth mandate.
In mid-May, Coinsilium committed to an initial target of acquiring a minimum of 15 Bitcoin for Forza!’s holdings. This goal was underpinned by the successful completion of two oversubscribed funding rounds: the first for £1.5 million at 3p and the second for £3.25 million at 6p. Each raise was split between WRAP and institutional placing, signalling strong investor appetite.
This morning, the company confirmed that it had surpassed this initial threshold, purchasing just over 5 additional Bitcoin. Forza!’s total holdings now stand at nearly 18.7 Bitcoin, clear evidence that Coinsilium is delivering on its promises.
More importantly, this milestone marks just the beginning. In previous communications, the company described the 15-Bitcoin benchmark as “the beginning of a deliberate and sustained accumulation strategy” that it intends to “grow aggressively.” With Forza! now fully operational and aligned for long-term execution, further acquisitions appear imminent.
The strategy bears strong resemblance to that of The Smarter Web Company (LSE:SWC), another early mover in the UK’s Bitcoin treasury space. SWC has so far acquired 168 Bitcoin and continues to scale its holdings through increasingly larger raises, riding a wave of investor interest. As of this writing, the company has reached a market valuation of £214 million.
By comparison, Coinsilium trades at just 9.5p, giving it a market cap of around £30 million. If it follows a similar trajectory to SWC (as its strategic alignment and early progress suggest) it could offer significant upside from current levels.
Coinsilium one-year price chart (Source: Aquis)
These themes were explored in depth during Coinsilium’s recent X Spaces interview, where management provided further insights into its treasury ambitions. Highlights included:
- The company’s aim to align with institutional and fund-level requirements as it expands its Bitcoin footprint.
- Plans to accelerate Bitcoin acquisitions now that Forza!’s infrastructure is fully established.
- The potential impact of the FCA’s decision to review its ban on crypto ETNs, which could unlock new capital flows into the sector.
- Progress on finalising Forza!’s formal Bitcoin treasury policy, which will be published once approved.
Momentum is clearly building; not just for Coinsilium, but for the broader UK-listed Bitcoin treasury space. The model is proving scalable, investor appetite is evident, and the regulatory backdrop appears to be softening.
For investors looking to gain early exposure to a fast-growing digital asset strategy, Coinsilium’s current valuation could present a compelling entry point.
To hear more about the company’s approach and plans, listen to the full Spaces discussion here.
