Digital Asset Insights
Analysis and perspectives from a firm that operates at the intersection of Bitcoin infrastructure, public markets, and institutional capital in Asia.
Japan Reclassifies Crypto as a Financial Asset. What It Changes.
On July 15, 2026, Japan's Parliament passed legislation that fundamentally reframes how the country treats digital assets. The amendment to the Financial Instruments and Exchange Act (FIEA) and the Payment Services Act moves cryptocurrencies from a payments-focused regulatory framework into…
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Analysis
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BIP-110: The Bitcoin Debate That Matters for Institutional Investors
Michael Saylor, Chairman of Strategy (NASDAQ:MSTR), just published 110 reasons to kill a Bitcoin proposal. If you hold Bitcoin on a balance sheet, the…
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South Korea Is Treating Crypto as a National Asset. Here Is What That Means.
On July 15, 2026, South Korea's Ministry of Economy and Finance released an economic policy roadmap with a provision that would have been difficult…
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Taiwan Just Passed Its First Crypto Law. Here Is What It Means.
On June 30, 2026, Taiwan's Legislative Yuan passed the Virtual Asset Service Act on third reading, the island's first dedicated legal framework for digital…
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The CLARITY Act Passes the Senate Banking Committee. Here Is What It Means.
On May 14, 2026, the Senate Banking Committee passed the Digital Asset Market Structure Clarity Act of 2025 (H.R. 3633) by a 15-9 bipartisan…
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The CLARITY Act’s Stablecoin Yield Compromise: What It Actually Says
On May 1, 2026, Punchbowl News reported it had obtained the compromise bill text hammered out by Senators Thom Tillis (R-NC) and Angela Alsobrooks…
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Hong Kong Issues Its First Stablecoin Licenses. Here Is What It Means.
On April 10, 2026, the Hong Kong Monetary Authority updated its Register of Licensed Stablecoin Issuers. For the first time since the Stablecoins Ordinance…
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How Asia’s Regulators Are Structuring Stablecoin Oversight: A Framework Guide
Asia's three most institutionally significant stablecoin regulatory frameworks have now all produced operational results or explicit policy positions in 2026. Hong Kong has issued…
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Digital Asset Treasury Strategy: A Primer for Public Company Boards
Bitcoin treasury strategy has moved from an experiment undertaken by a handful of technology companies to a decision that boards of publicly traded companies…
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How to Evaluate a Bitcoin Treasury Company as an Investment
Bitcoin treasury companies occupy a distinctive position in public markets. They are operating companies with Bitcoin holdings that often dwarf their operating business in…
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Understanding STRC: How Strategy’s Preferred Equity Powers Bitcoin-Backed Yield
A new category of yield product has emerged in digital asset markets: instruments that generate returns by holding Bitcoin-adjacent financial instruments rather than lending…
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What Is a Bitcoin Treasury Company?
A Bitcoin treasury company is a publicly traded corporation that holds Bitcoin as a primary or significant asset on its balance sheet, treating it…
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How Stablecoins Are Regulated: A Market-by-Market Overview
Stablecoin regulation has entered its implementation phase. In 2026, the question is no longer whether major jurisdictions will regulate stablecoins, but how quickly each…
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Bitcoin Treasury Strategy in Asia: Why It Is Different
The Bitcoin treasury company model originated in the United States. Strategy's decision to allocate its corporate cash to Bitcoin in 2020 became the template…
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