THE NIGHT SHIFT Night Work

After the break of Bitcoin Asia 2026, there was one more to go.

On August 27-28, Bitcoin Asia, Asia’s largest Bitcoin Congress, was held at the Hong Kong Convention Fair, with an estimated mass of 10,000 people and 125+ countries participating. The main venue is about how to build it during the day, and we are concerned with another question: who is building it after the lights go out and what is being built.

THE NIGHT SHIFT Night Work - People in Bear City who haven't finished their work.

In 2026, nine listed mining companies turned to AI and high performance calculations and signed contracts exceeding $70 billion; the total market value of encryption disappeared about $890 billion in the first half of the year. Bitcoin's spot ETF was released with the greatest monthly net flow since its inception. The calculus is changing shifts, funds are changing shifts, narratives are changing. This evening, we break down three problems:

The change of forces – whether the mining transition is a survival or an upgrade? What about Bitcoin’s security model?
Agent's bills -- how much in the machine economy is real demand, and how much is paid for yourself?
Proof of income — What was the valuation anchor replaced after the narrative lapsed?

People who would like to fly to Hong Kong at the end of August are working night shifts. See you here tonight.

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