Strategy, Finexity AG, Coinbase – The future starts now!

Strategy – Bullish for all time

For the founder of Strategy and one of the greatest Bitcoin enthusiasts on our planet, Bitcoin is simply "digital capital" that is driving the reconstruction of the financial system. At the recent Bitcoin Treasury Unconference, Saylor outlined that Bitcoin treasury companies "recycle stranded capital, just as miners recycle stranded energy."

His thesis is based on two parallel changes. On the one hand, institutional investors are gradually returning to the crypto market after years of cautious banking policy. While he noted that the political stance is now "clearly on the side of Bitcoin," he emphasized that many Western banks remain hesitant. Large, risk-averse organizations are currently still working on new regulatory guidelines before taking action.

Second, he sees great potential in the combination of artificial intelligence and digital assets. In his opinion, companies that combine these two technologies would have an edge over traditional market participants. "There is digital intelligence – and there are digital assets," Saylor explained. He described how AI-supported processes had helped him develop financial products much faster and more efficiently than traditional teams.

As a result of his optimistic views, Strategy purchased an additional 525 BTC for approximately USD 60.2 million. The average price was USD 114,562 per coin. In total, the Bitcoin hodler, which started out as a software company, owns 638,985 Bitcoins at an average price of USD 73,913.

Finexity – Stock market newcomer with huge opportunities

With its IPO on the Munich Stock Exchange on September 5, Hamburg-based Finexity AG has laid the foundation for a compelling growth story. The Company operates a trading and settlement platform for tokenized private market investments, addressing a market that is expected to expand rapidly in the coming years. Experts forecast a market volume of around USD 11 trillion by 2030, growing at an annual rate of over 60%.

Finexity uses blockchain technology to digitize assets such as real estate, private equity, infrastructure, and luxury goods, making them tradable as securities. Investors benefit from greater transparency, lower costs, and significantly simplified access to high-yield asset classes. The platform already has over 250 listed assets, more than 80,000 registered investors, and a growing number of trading partners, including banks and asset managers.

The planned strategic acquisition of 90.1% of Effecta GmbH promises additional momentum. The licensed securities institution brings with it around 70,000 investors and a strong network of intermediaries. This not only expands the reach and customer base but also creates cross-selling potential. At the same time, Finexity is working on the rollout of a DLT-based trading system with a multilateral trading facility, which is intended to tap into new sources of revenue from secondary trading.

Finexity is aiming for medium-term revenue of over EUR 50 million with EBITDA margins of 50%. A founding and management team with over 40% equity participation signals a clear alignment of interests with shareholders. With this starting position, Finexity has the potential to establish itself as the leading platform for digital assets in Europe and to become a major beneficiary of the tokenization wave.

Coinbase – Super App set to revolutionize the banking world

The crypto exchange Coinbase, led by its dynamic CEO Brian Armstrong, is planning nothing less than a revolution. He wants to turn the Company into a "Super App" for all financial services, thereby posing serious competition to traditional banks such as JPMorgan and Deutsche Bank.

"We want to become people's primary financial account," Armstrong told Fox Business. The goal is to offer a comprehensive crypto-based service: payments, credit cards, rewards, all managed through a central app. A new Bitcoin credit card with 4% cash back is set to become a potential game-changer.

Armstrong sharply criticized the existing financial system. He said the current transaction fees of 2 to 3% for card payments are outdated: "It is just a few bits of data – it should be virtually free." Coinbase is receiving additional tailwind from increasing regulatory clarity in the US. Armstrong spoke of a "regulatory freight train that has long since left the station."

Coinbase is also upgrading technologically: with the integration of the DeFi protocol Morpho, users can lend their USDC stablecoins directly in the app, with potential returns of over 10%. A challenge to traditional banks and a promise to customers: more freedom, fewer fees, full control.

Bitcoin hodler Strategy continues to increase its positions in the largest virtual currency. Coinbase CEO Armstrong is planning a banking revolution. Finexity has made a successful debut on the stock market.