AusStockMan

[AusStockMan @AusStockMan]

@SamirTabar on panel at the AIM summit. @BitDigital_BTBT @WhiteFiber_ $BTBT $WYFI

https://t.co/hNLHjoPMNK

[AusStockMan @AusStockMan]

@TrustlessState Just run faster at zone 2

[AusStockMan @AusStockMan]

@TrustlessState @SamirTabar
@BitDigital_BTBT @WhiteFiber_ $BTBT $WYFI

[OnlyKlans1 @OnlyKlans1]

$WYFI The interview with CEO @SamirTabar by @McnallieM has been postponed today until tomorrow.

If you were looking forward to it, here’s a recap of the 2026 year-to-date achievements and upcoming catalysts as a reminder to keep stacking 👇🏼

$WYFI $BTBT 🔥🔥🔥

[Bit Digital, Inc. NASDAQ:BTBT @BitDigital_BTBT]

Bit Digital is heading to @ETHConf in NYC June 8-10.

Join @SamirTabar for a fireside chat moderated by @AdamDeanWozney of @Circle on June 10th.

The ETH thesis, AI infra, and why we're building both as core pillars.

[Michael Dell 🇺🇸 @MichaelDell]

Tremendous partnership and teamwork to make this happen @CoreWeave @Dell @nvidia 🙌

[McNallie Money @McnallieM]

Reminder to tune in tomorrow, CEO @SamirTabar discussing @BitDigital_BTBT & @WhiteFiber_ 👀👀👀 $BTBT $WYFI

[McNallie Money @McnallieM]

Quick reminder @BitDigital_BTBT 👀👀👀 $BTBT $DELL $WYFI

[Tom Dunleavy @dunleavy89]

If Ethereum loses, crypto has lost

[Joseph Chalom @joechalom]

https://t.co/CEhi4vF5rL

[AusStockMan @AusStockMan]

@Kushite333 @SamirTabar @BitDigital_BTBT @WhiteFiber_ Mate, in like ever interview, @SamirTabar reiterates how conscious he is of making decisions that deliver long term shareholder value. If you want to double your money in 1 minute, got to the casino, and choose red or black.

[Charles d'Haussy @charlesdhaussy]

Bit Digital makes money three ways here:
1. keeps its staked ETH,
2. earns the lending spread
3. and backs a company it mostly owns.

Haven't seen this crypto lending structure before. Both orgs are ahead of the curve.

Excited to watch the near-term build driven by this facility.

Believe in SomETHing

[WhiteFiber_ NASDAQ: WYFI @WhiteFiber_]

WhiteFiber Secures $100 Million Delayed Draw Facility to Support Near-Term Growth Initiatives 👇
https://t.co/WiXemYlKLx

[McNallie Money @McnallieM]

🚨 @BitDigital_BTBT just turned its ETH treasury into a yield-generating lending machine! 🚨

⚡ Bit Digital Capital originates $100M delayed draw facility for $WYFI — expandable to $150M — B. Riley purchases a portion

⚡ Funded through ETH-denominated secured credit facility — $BTBT retains full ETH exposure while earning a financing spread on top — yield significantly exceeding traditional staking returns

⚡ The structure: ETH as collateral → borrow against it → lend to $WYFI at a spread — triple compounding: ETH appreciation + staking yield + lending spread

⚡ Economics significantly exceed traditional ETH staking yields of ~3–5% — while simultaneously supporting $WYFI's long-term value creation

⚡ Approved by independent board committee with fairness opinions from Needham & Company and Seaport Global Securities — institutional-grade governance

CEO @SamirTabar "We believe the structure appropriately balances execution, governance considerations, shareholder alignment, and long-term strategic value creation — reflecting our unique and complementary business strategy mix"

$BTBT is not just holding ETH — it is deploying it as productive capital to fund AI infrastructure while keeping full crypto exposure

[Sam Tabar @SamirTabar]

https://t.co/3SzH7YpdyI

[AusStockMan @AusStockMan]

@BitDigital_BTBT @BitDigital_BTBT really cooking at the moment!

[Bit Digital, Inc. NASDAQ:BTBT @BitDigital_BTBT]

Bit Digital has purchased 8,568 ETH for $20 million USD, bringing its total holdings to 158,461.75 ETH.

As a Strategic Asset Company, we execute when market conditions align with our thesis, deploying capital with discipline across Ethereum ecosystem strategies, AI infrastructure, and strategic acquisitions.

This purchase strengthens our ETH treasury, lowers our average acquisition cost basis, and supports our focus on long-term value creation.

Full details here: https://t.co/BmlHIh3YZa

[Patient Investor @PSInvestor]

$BTBT trades like a Bitcoin miner. It is not one anymore.

Bit Digital today is a Strategic Asset Company. The right way to value it is sum of parts.

Two core assets sit on the balance sheet:

$WYFI stake: 27M $WYFI shares × $31.79 = $858M
ethereum:native treasury: ~155,444 ethereum:native (March 31 disclosure) × ~$2,075 = $322M

Combined core NAV: ~$1.18B
Shares outstanding: 326.6M
NAV per share from just these two: ~$3.61

Current price: $2.04

That is a ~43% discount to a NAV that excludes the bitcoin mining wind-down, the $100M loan facility $BTBT just originated to $WYFI this week, and other cash.

At $2.04 you are paying less than the value of the $WYFI stake alone ($2.63/share). The ethereum:native treasury, the loan, and the legacy mining come essentially free.

The real risks are simple. ethereum:native is volatile and $322M moves with the tape.
$WYFI is volatile too and $858M is mark to market.
Holding company discounts can stick for years.

The bull case is also simple. The discount narrows as the market re-rates $BTBT as a SAC, not a miner.

Still long $BTBT.

[Joshua N Weisbord @jnweisbord]

You play ♟️ @SamirTabar

Let them continue playing checkers.