AI, Bitcoin, Solana. Let's GO 2030.12 Sep 2025 06:14
Cykel might be the most exciting thing listed in London right now. They’ve gone all-in on the two megatrends of this decade:
Bitcoin – part of the treasury is already in BTC. We’ve all seen where this is heading… $500k+ by 2030 doesn’t sound crazy anymore.
Solana – through the DFDV UK link, they’re tied into SOL too. Fast, scalable, and on track for a $1T market cap in the next cycle.
AI – their core business. Nobody knows how to value it yet, but it’s not going away.
In a market full of ex-growth dinosaurs, CYK is tiny, nimble, and sitting right at the intersection of AI + crypto. They can try to regulate it, dismiss it, tax it… but they can’t kill Bitcoin, they can’t kill Solana, and they definitely can’t kill AI.
For me, that makes CYK the most asymmetric bet on the LSE right now.