BIT holds Hong Kong forum on bitcoin cycles, capital rotation and multi-asset allocation
BIT, formerly Matrixport, held an investment opportunity forum in Hong Kong on Aug. 26 during Bitcoin Asia 2026, bringing together institutional investors, family offices, market commentators, media and academics to discuss macro cycles and digital-asset allocation. BIT said it is expanding from a digital-asset-focused platform into a multi-asset digital finance platform, after launching U.S. stock spot trading in February and later adding margin trading, securities lending and options. The company said cumulative trading volume for those products has reached about $4 billion, with HKD deposit and withdrawal support and Hong Kong stock trading planned next. Speakers covered a broad range of themes. BIT analyst Markus Thielen argued that bitcoin’s market structure reflects not only the halving cycle but also a pattern of roughly 35 months up and 12 months of correction, and said the market may be entering a new two- to three-year upcycle. Panelists also debated whether capital is rotating away from AI after the “Magnificent Seven” lost about $2.4 trillion in market value in June, while discussing gold, BTC, RWA and cash-flow-generating assets as alternative destinations. Other sessions examined tokenized U.S. equities, the institutional path for stablecoins and RWA on public blockchains, and the use of structured products to manage digital-asset exposure. In the closing conversation, analyst Phyrex said he expects the Federal Reserve to stay on hold this year and argued bitcoin’s move above $80,000 was driven more by shifting supply and demand than by a surge in new capital.








