Chief Operating Officer @MoonIncHK, Former Head of China Access, Sales & Trading @HSBC ₿itcoiner, Optimist
Hong Kong
Joined March 2024
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For years, I worked in Asia’s TradFi system while quietly building conviction in Bitcoin. Eventually, those worlds converged.
I joined @jeremyalmond on @ReDeFined_talks to discuss that journey, and why Asia will matter in the next chapter of Bitcoin adoption.
Check out the episode: youtu.be/Z0YxFNxDf5A
The MSCI "forced selling" on Strategy: ~13M shares, 3.1% of shares outstanding, ~$2.8B per JPMorgan.
Strategy says that's less than one day's trading volume.
The bigger catch: current members only get cut after failing two annual filings in a row. Nov 11 is a watchlist, not a fire sale.
THE BLOCK: MSCI will adopt new rules that could lead to Strategy $MSTR being excluded from its indexes, following a consultation on the eligibility of non-operating companies.
The methodology, effective with the November index review, will assess companies using screens for operating assets and five financial ratios, replacing interim restrictions targeting companies with digital asset holdings representing at least 50% of total assets.
MSCI will publish the final list of potentially affected companies on Nov. 11.
Paul Graham’s post is the best FSD ad Tesla never paid for.
Teslas are literally everywhere in Hong Kong, I think the highest concentration in the world. I’ve had one for years, but all the coolest features are disabled.
Hong Kong Regulators, please wake up.
The Tesla Model 3 with FSD is mind-blowing. Jessica and I drove to the gym without touching the controls once. It backed out of our driveway, drove there, and backed into a parking space. It's amazing that you can buy so much future for $40k.
Hosted Brian Roberts, MD and Head of Equities Product Development at HKEX, at Bitcoin Asia.
Quick context for anyone outside this market: the US listed the first spot Bitcoin ETFs in January 2024. Hong Kong followed in April 2024 with Asia’s first, and launched them with in-kind creation and redemption from day one.
That means authorized participants can create or redeem ETF shares by delivering or receiving actual Bitcoin, not just cash. Cleaner plumbing, lower friction, and a path for holders to wrap BTC into a regulated, exchange-listed product.
The SEC did not allow the same structure until July 2025; more than a year later.
HKEX was not copying Wall Street. It built the better version of the product first.
Thank you, Brian, for walking a global audience through how this market actually works!
We are a handful of years away from every major factory in the developed world being fully automated, running 24/7, and for a fraction of the current cost. Prices on consumer goods will drop to unthinkable levels. Most likely, the Chinese will continue to dominate, even with tariffs.
The US listed spot Bitcoin ETFs first. Hong Kong followed three months later and built something the SEC wouldn't allow for another year: in-kind creation and redemption. Bitcoin in, ETF out.
At Bitcoin Asia I'm sitting down with Brian Roberts of HKEX, who was central to bringing those products to market. The guy who made the plumbing work.
@Bitcoinconfasia @_btcinc
Excited for the conference. Bear markets are when the best voices show up.
COO OF MOON INC. @RUSSJACOBSEN TO SPEAK AT BITCOIN ASIA 2026 🇭🇰
"We believe #Bitcoin is the future of global finance and are committed to leading the region into a Bitcoin‑powered era." ⚡️
ACOUNT WAS HACKED. Safe now, but a scammer was impersonating me with DMs. Please be careful, and I’m sorry this happened.
Love this framing.
David Friedberg: It's not rich vs poor, it's makers vs takers.
@friedberg:
“ The great lie is that there are two sides to society, that is the rich and the poor.
And the great truth is that there are two sides that are the makers and the takers.
The lie is that the rich are unfairly rich and the poor are unfairly poor, and therefore, the poor must take from the rich.
But the truth is that it's the takers that tell you that lie, that the real truth is that artists, plumbers, electricians, woodworkers, computer scientists, people that build, people that make from all walks of life, all income levels, all wealth brackets, are the makers.
And the takers are what Sacks calls this intelligentsia, the analysts, the espousers, the armchair mechanics, the critics, the commentators, the politicians. They are the takers.
They are the people that watch the rest of society make stuff, build stuff, specifically doing things that create value for other people in society. That's what a maker is.”
Perma-Bull posters are not the droids you are looking for.
Andy, you’ve been signal.
Time to re-curate your follows, friends.
How many of the people you follow failed to call the #Bitcoin bear market?
And how many of them expressed confidence in the last 4 months that it was over?
Russ Jacobsen retweeted
🚨 It's not just ZCash.
Opus 4.8 also found a vulnerability in $USD that allows for unlimited issuance which could theoretically enrich insiders at the expense of all holders
huge breaking
The Moon Inc. prepaid bitcoin cards are now available in stores in HK.
Fantastic product for beginner cold wallet user, or gifting to no-coiners.
Russ Jacobsen retweeted
Just learned that @walletofsatoshi enabled Spark privacy a few weeks ago, meaning their users' transaction data is no longer searchable. Glad to hear it!
Now we just have to get @tetherwallet to follow suit.