DJ Coinsilium Group Limited: Strategic Update, Expanded Digital Asset Sector Focus and Yellow Network Developments
Coinsilium Group Limited (COIN) Coinsilium Group Limited: Strategic Update, Expanded Digital Asset Sector Focus and Yellow Network Developments 02-March-2026 / 07:00 GMT/BST =———————————————————————————————————————- COINSILIUM GROUP LIMITED (“Coinsilium” or the “Company”) Strategic Update, Expanded Digital Asset Sector Focus and Yellow Network Developments Gibraltar, 2 March 2026 – Coinsilium Group Limited (AQSE: COIN | OTCQB: CINGF), the Aquis-quoted digital asset growth and venture builder, is pleased to provide an update on its expanded digital asset sector strategy and Yellow Network developments. Highlights: — Strategic Update confirms strengthened balance sheet, maturing portfolio and clear forward strategic priorities for 2026. — 182 Bitcoin held in treasury through Forza (Gibraltar) Limited, reinforcing long-term balance sheet resilience within a disciplined multi-year framework. — Reaffirmed Corporate resources discipline: preference for non-dilutive Bitcoin accumulation, with equity issuance considered only where clearly accretive relative to overall enterprise value. — Expanded strategic focus on Prediction Markets and Event-Driven Finance infrastructure, with advanced-stage discussions in progress regarding a proposed significant venture participation. — Yellow Network Token and Trading Platform Launch scheduled for 8 March 2026; strategic discussions ongoing regarding broader participation within the Yellow Network ecosystem. Eddy Travia, Chief Executive Officer of Coinsilium, commented: “We are pleased to provide this important Strategic Update for our shareholders, setting out the Company’s strategic direction and priorities for the period ahead. . Over the past year, we have spoken consistently about the strength of our transition – both strategically and financially. Today, we are better positioned than at any point in our history. Our balance sheet is robust, underpinned by a strong cash position a well-established treasury, and our portfolio has matured significantly. Importantly, we now have the financial capacity to make meaningful commitments in high-conviction areas where we see genuine structural opportunity, and to support and accelerate these promising blockchain ventures. We are also pleased to reveal that Coinsilium’s expanded focus for 2026 now includes exposure to the exciting Prediction Markets and Event-Driven Finance space. We see this as a rapidly emerging segment of digital market infrastructure, and its potential scale should not be underestimated. In the past, we have demonstrated our ability to identify forward-looking opportunities early, today, we also have the capital strength and operational robustness to act on them with greater impact. Alongside this, developments within the Yellow Network ecosystem and the continued maturation of our advisory-originated and proprietary portfolio holdings reflect the convergence of several key strategic threads. We believe that Coinsilium is now entering a new phase – defined not only by resilience, but by deliberate expansion and disciplined corporate resource deployment and execution. Notwithstanding current market conditions, this is an exciting period for the Company. I encourage shareholders to take the time to review this update carefully, as it outlines both the opportunities ahead and the conviction with which we intend to pursue them.” Introduction and Strategic Review Over the course of 2025, Coinsilium continued to evolve both strategically and operationally, reflecting the maturation of its portfolio, the strengthening of its balance sheet and the broader development within the digital asset sector. In October 2025, the Company announced a board restructuring designed to align governance and oversight with its next phase of growth. At the Annual General Meeting held on 23 December 2025, the Chairman confirmed that the Board intended to provide a comprehensive strategic update, setting out the Company’s forward priorities and resource allocation framework. This announcement fulfils that commitment. Since inception, Coinsilium has operated as an early-stage technology accelerator and venture builder – identifying high-potential blockchain and decentralised ventures at formative stages and working closely with founders to accelerate development, refine strategy and strengthen execution through hands-on advisory engagement, funding and ecosystem support. This continues to underpin the Company’s core direction. The Company’s digital asset treasury – held through its wholly owned subsidiary, Forza (Gibraltar) Limited, comprises Bitcoin as its sole treasury asset, amounting to 182 Bitcoin held. Forza provides a robust and strategically valuable balance sheet foundation for the Company and its group. In this context, and reflecting the Company’s long-standing strategic approach, the Board continues to emphasise that Coinsilium itself is not structured as, nor positioned to be, a “pure-play” digital asset treasury company – namely an entity whose primary purpose and investor proposition is centred predominantly on holding digital assets in anticipation of price appreciation. The treasury forms part of the Group’s broader capital management framework and long-term asset strategy; it supports the Company’s development but does not define its business model or strategic mandate in its entirety. Accordingly, the Company’s strategy centres on hands-on venture development, structured incubation and disciplined deployment of resources to accelerate innovation within the broader digital asset ecosystem. Within this framework, the Company partners with high-calibre teams building scalable, next-generation digital market infrastructure at the intersection of artificial intelligence and decentralised capital markets, providing strategic guidance, operational support and growth-stage structuring through key phases of development. The objective is to deploy resources at compelling points in the cycle and to contribute expertise that enhances execution and scalability. By doing so, the Company seeks to build durable enterprise value over time for the benefit of shareholders. This Strategic Review sets out the Company’s current positioning, the market context in which it is operating, and the priorities guiding its sector focus as it advances through 2026. Bitcoin Market Environment and Long-Term Treasury Strategy Following the launch of Forza (Gibraltar) Limited and the acquisition of its Bitcoin holdings between April and August 2025, the Company entered the market during the latter stages of a strong expansionary phase that culminated in Bitcoin reaching an all-time high of approximately USUSD126,000 per coin in October 2025. The market has since moved into a post-peak corrective phase characterised by deleveraging, reduced liquidity and heightened volatility. Bitcoin has retraced materially from its all-time high and, during February 2026, has traded in the region of the mid-USUSD60,000s, representing a drawdown of approximately 45-50% from the October peak. Such retracements are not unprecedented in prior Bitcoin cycles, which have historically included substantial corrections following previous cycle highs. The current environment has also been shaped by broader macroeconomic pressures, including tighter global financial conditions, elevated sovereign borrowing costs, persistent geopolitical uncertainty and episodic risk-off sentiment across equity and alternative asset markets. In such periods, Bitcoin has at times been treated by market participants as a risk-sensitive asset, contributing to near-term price volatility. At the same time, structural adoption metrics continue to strengthen. Institutional participation has broadened meaningfully over recent cycles, supported by the growth of regulated exchange-traded products and deeper integration of digital assets within traditional capital markets infrastructure. Bitcoin is now widely held through U.S. spot exchange-traded funds, which collectively represent approximately USUSD86 billion in assets under management (source: Glassnode – U.S. Spot ETF Balances. https://studio.glassnode.com/charts/institutions.UsSpotEtfBalancesAll?a=BTC). While volatility remains inherent to Bitcoin, the underlying ownership base and market infrastructure appear materially stronger than in previous cycles, contributing to the long-term resilience and maturation of the asset class. The Board does not seek to forecast the duration of the current corrective phase. However, fiduciary responsibility requires recognition that reliance solely on market recovery as the driver of shareholder value would leave performance dependent on factors outside the Company’s operational control. Accordingly, while maintaining conviction in the long-term prospects of Bitcoin as a strategically significant digital asset, the Company is advancing a balanced approach that preserves long-term treasury exposure while deploying capital in a disciplined manner across complementary venture and strategic opportunities, drawing on its established experience and proven track record in digital asset strategy and venture building, in alignment with its broader mandate. Reflecting the broader market reset described above, valuations across publicly traded treasury-focused companies have adjusted materially from prior peaks, and capital raising conditions have become significantly more selective and fundamentals-driven. Coinsilium has not been insulated from these broader market dynamics. In the current environment, equity market pricing across the sector does not always fully capture enterprise value beyond underlying digital asset holdings. As previously outlined, Coinsilium’s digital asset treasury, comprising Bitcoin and held through its wholly owned
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DJ Coinsilium Group Limited: Strategic Update, Expanded Digital Asset Sector Focus and Yellow Network Developments -2-
subsidiary Forza (Gibraltar) Limited, was established to provide the Company with a strong, flexible capital base from which to support long-term growth and strategic development. The treasury is not intended to function solely as a passive store of value, nor as an instrument for short-term speculation, but as a foundational asset that enhances optionality, balance sheet resilience and strategic flexibility over an extended time horizon. The Board remains mindful that market valuations can at times reflect a narrow correlation to Bitcoin price movements, without fully recognising the broader enterprise value of the Company – including its strategic positioning, venture building capability, intellectual capital, portfolio assets, and the experience of its leadership team. In light of prevailing market conditions and the Company’s strengthened financial position, the Board does not consider the current environment to be conducive to equity capital raises for the primary purpose of increasing Bitcoin holdings. Any future capital raises would therefore be considered within the context of a holistic assessment of value and strategic need, with careful regard to long-term shareholder interests. The Board also reaffirms its strategic principle of pursuing non-dilutive methods of increasing Bitcoin held in treasury. By non-dilutive, the Company refers to acquisitions funded through internally generated resources – including realised gains, revenues, cash reserves or other surplus capital arising from business activities – rather than through the issuance of new equity for the primary purpose of acquiring additional Bitcoin. By its nature, this approach reflects a multi-year perspective, building treasury strength progressively through operating performance and disciplined capital management. Separately, while the Board does not rule out equity-funded Bitcoin acquisitions in principle, any such issuance would primarily be contemplated where the Company’s shares are trading at a clear and sustained premium to the Board’s assessment of the Company’s overall enterprise value – recognising that the Company’s valuation extends beyond its Bitcoin holdings alone – such that issuance would be demonstrably accretive and aligned with shareholders’ interests. This disciplined approach forms part of the Company’s multi-year treasury and capital allocation framework and does not represent a fixed or near-term commitment. Through this approach, the Company seeks to ensure that its digital asset treasury operates as a long-term strategic asset – one designed to underpin financial resilience and support sustained enterprise growth over multiple market cycles, rather than to pursue short-term balance sheet expansion. The treasury is intended to evolve prudently over time in alignment with the Company’s broader strategic objectives and capital discipline. Yellow Network Token Development Update Yellow Network (“Yellow”) has publicly announced that its Token and Trading Platform Launch (“Yellow Trading Launch”) is scheduled to take place on 8 March 2026. As communicated by Yellow, this represents a significant milestone in the progression of Yellow and the transition towards live token issuance and broader ecosystem activation. Coinsilium welcomes this development and recognises the Yellow Trading Launch as an important stage in Yellow’s evolution. Since subscribing for a USUSD200,000 Simple Agreement for Future Tokens (“SAFT”) in April 2022, the Company has remained a committed backer of Yellow and has maintained a close and constructive working relationship with its team. Over this period, the Board has observed the continued technical progress of the project and the increasing clarity around its strategic positioning as it approaches launch. Further to the Company’s announcement of 1 December 2025 (available at: https://www.aquis.eu/stock-exchange/ announcements/5490077), Coinsilium remains mindful of the regulatory and market sensitivities surrounding token launches and early-stage trading, as well as Yellow’s compliance constraints. In line with the intentions outlined in the Company’s 1 December 2025 announcement, discussions between Coinsilium and the Yellow team regarding a potential post-launch strategic partnership have continued to progress constructively. While the successful completion of the Yellow Trading Launch remains the immediate priority for all concerned, conversations have broadened to include potential collaboration across ecosystem development, support for emerging projects within Yellow’s environment, and the application of Coinsilium’s venture-building and sector expertise to selected technical and commercial initiatives aligned with Yellow’s roadmap. Against this backdrop and reflecting its growing conviction in Yellow’s progress and positioning, the Board is currently evaluating options to further strengthen the Company’s strategic alignment with Yellow beyond its existing SAFT position. This may, where considered appropriate, include an increase in the Company’s Yellow utility token (“YELLOW token”) holding. Any material developments in this regard will be announced as and when appropriate. Emerging Investment Themes: Prediction Markets and Event Driven Finance (EDF) In light of the prevailing market environment outlined above, the Company believes that the current phase of the digital asset cycle presents attractive conditions for disciplined early-stage investment. Periods of reduced market exuberance, lower asset prices and tighter capital availability historically create more favourable entry points, improved governance alignment and stronger long-term return potential. Rather than remaining passive during a corrective phase, the Company is actively identifying themes within the digital asset sector where structural growth drivers remain intact and where blockchain infrastructure plays a foundational role. Within this framework, Coinsilium has identified a number of emerging and converging areas of opportunity where blockchain infrastructure is beginning to reshape how financial markets operate and how information is priced. These include the rapidly developing field of Prediction Markets and Event-Driven Finance (“EDF”), alongside AI-integrated decentralised finance infrastructure and the broader evolution of on-chain capital markets. Each of these areas reflects structural shifts within blockchain-enabled financial systems and aligns closely with the Company’s long-standing focus on decentralised market infrastructure. Prediction Markets are platforms where participants trade contracts tied to the outcomes of future events, converting individual and institutional views about uncertainty into market-driven price signals. These contracts can reflect political outcomes, macroeconomic indicators or future prices of digital assets. Prices are determined by supply and demand, and the resulting market price is widely interpreted as a real-time probability estimate that aggregates dispersed information and collective expectations. Participants allocate capital based on their assessment of whether an outcome will occur, and contracts settle according to the realised result, embedding financial accountability into the forecasting process. Prediction Markets first gained broader attention through academic and experimental platforms, such as the Iowa Electronic Markets, which were used to forecast U.S. presidential elections with notable accuracy relative to traditional polling. More recently, politically themed contracts on modern platforms have drawn significant trading volumes, particularly during major electoral cycles. Coverage during the 2024 U.S. presidential cycle highlighted the growing prominence of Prediction Markets in public discourse and financial commentary: MarketWatch coverage: https://www.marketwatch.com/story/ in-2024-prediction-markets-called-the-presidential-election-before-the-polls-could-now-theyre-mostly-betting-on-sports-113cc8cf Importantly for digital asset investors, the same framework is now applied directly to digital asset price expectations. Platforms enable participants to trade contracts on where Bitcoin or other digital assets may trade at defined future dates, surface market-implied probabilities for price levels, regulatory developments or adoption milestones, and capture shifts in sentiment around key crypto catalysts such as halving cycles and ETF approvals. Today, leading platforms such as Polymarket demonstrate that Prediction Markets can attract meaningful trading volumes and investor attention. Publicly available data indicates that Polymarket has generated cumulative trading volume in excess of USUSD22 billion since inception: Token Terminal – Polymarket trading volume: https://tokenterminal.com/explorer/projects/polymarket/metrics/trading-volume In October 2025, reports indicated that Intercontinental Exchange, parent company of the New York Stock Exchange, led a funding round valuing Polymarket at approximately USUSD8 billion pre-money: Reuters, 7 October 2025: https://www.reuters.com/business/nyse-parent-nears-deal-2-billion-stake-polymarket-wsj-reports-2025-10-07/ Prediction Markets and Event-Driven Finance are supported by several converging structural drivers. Financial markets are increasingly shaped by discrete event catalysts – from elections and regulatory decisions to macroeconomic releases and corporate milestones – driving demand for real-time, market-based probability signals. At the same time, improvements in blockchain scalability, stablecoin settlement and oracle infrastructure – with oracles serving as mechanisms that transmit verified real-world data to smart contracts – have strengthened the foundations for decentralised event markets. From an investment perspective, the field remains early-stage and underdeveloped. Key enabling layers – including compliance frameworks, liquidity mechanisms and data infrastructure – are still evolving, creating opportunities
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