Coinsilium Group (COIN) H1 2026 earnings summary

Executive summary

• Venture-building activity advanced across prediction-market intelligence, decentralised settlement, DeFi automation and generative AI; the portfolio also added a post-period commercial AI financing and advisory engagement.

• Digital assets totalled £10.0m at 30 June 2026, while the six-month loss was £3.06m, driven largely by a £2.13m net unrealised digital-asset loss.

Financial highlights

• Revenue was £3,000, unchanged YoY; loss for the period was £3.063m versus a restated £599,008 loss in H1 2025.

• The period included £2.133m of net unrealised digital-asset losses and £177,190 of fair-value losses on financial investments.

• Digital assets were carried at £10.035m, comprising approximately £8.1m of Bitcoin and £1.9m of YELLOW tokens; cash was £518,136 versus £1.429m at 31 December 2025.

• Operating cash outflow was £665,935 and investing cash outflow was £342,259; warrant exercises generated £97,500 in financing proceeds.

Outlook and guidance

• Priorities include growing strategic advisory activity and generating revenue alongside longer-term investment returns; advisory consideration may be cash, shares or both.

• Nijinn Pro’s commercial launch was planned around Token2049 in early October 2026, subject to development progress; Beating Heart targeted commercial launch in Q4 2026 with near-term initial revenues anticipated.

• The Bitcoin recovery was viewed positively, but near-term conditions remain tied to inflation, capital costs, public debt and geopolitical uncertainty; adoption and commercial economics for agentic AI remain early-stage.