In this exclusive interview, Kevin Zhang (@SinoCrypto), newly appointed Head of Asia for @nakamoto, breaks down the untapped opportunity in Asian $BTC treasury markets.
With 10 years of Bitcoin mining experience and deep connections across China, Zhang explains how $NAKA's "treasury of treasuries" model aims to capitalize on regulatory arbitrage between Hong Kong and mainland China.
Key topics covered:
- Why China's Bitcoin demand remains "immense" despite multiple bans
- How Moon Inc could become the gateway for Chinese institutional Bitcoin investment
- Nakamoto's strategy to identify and back one champion treasury company per global region
- The unique value proposition of Bitcoin mining companies beyond just producing Bitcoin
- How Nakamoto plans to acquire distressed treasury companies at discounts to NAV
- Zhang's journey from gaming and corporate finance to becoming a Bitcoin OG through mining
Zhang argues the Hong Kong play could dwarf even @Metaplanet_JP 's success, potentially unlocking one of the world's largest pools of capital that's been cut off from Bitcoin since 2021.