Just wrapped up an excellent fireside chat at @ethconf with @AdamDeanWozney of @circle!
Key takeaways:
- Ethereum is not competing with Bitcoin or gold. It is optimized for utility and real economic activity. We watch stablecoin volume, tokenized assets, L2 throughput, etc. When shutting it down would break things, you know it is infrastructure.
- We are not passively holding ETH. As a Strategic Asset Company, we actively compound it through staking, lending, collateralizing, and backing real businesses. Every dollar of ETH should be working.
- We do not just accumulate. We allocate. ETH, AI infrastructure, and operating businesses are all pillars. Our returns are not purely price-dependent.
- Borrowing against ETH, like our $100 million facility with @WhiteFiber_, allows us to avoid selling our ETH, maintain our exposure, and maximize capital efficiency.
This is what a maturing asset class looks like. Execution beats narrative.
$BTBT Senior management will host a live earnings call to review its Fourth Quarter and Fiscal Year 2025 financial results on Wednesday, April 1st at 10:00am ET.
Results will be published on our website after the stock market closes on Tuesday, March 31st.
🔗 Register here: https://t.co/LuizIWLOo1
I’m at our North Carolina site today, we have over 350 construction workers gathered at WhiteFiber’s site, so far everything is running on time and within budget, from textile factory to datacenter in just months thanks to our special retrofit model for our client NScale
AI agents are about to run your errands.
One scans your fridge and pantry via app, builds the optimal shopping list. Another hunts deals across stores and apps, negotiates bulk discounts. A third handles checkout, auto-pays the bills, renews subscriptions, even adjusts utilities based on usage.
Payments? Instant on-chain.
Contracts? Self-executing.
Taxes & fees? Real-time, settled seamlessly.
Zero taps. Zero logins. Zero "did I forget milk?"
If your AI works for you -> it needs a paycheck.
If your AI works for itself -> it needs a wallet.
Ethereum provides those rails.
As a Strategic Asset Company (SAC), Bit Digital invests in the future's technology.
Congratulations to our partner Nscale on their Series C raise!
We’re excited to continue our work together following the 10-year, $865M colocation agreement at our flagship NC-1 data center, which is on schedule to come online in Q2.
#DataCenters#AI $WYFI
AI and Ethereum are usually pitched as two separate trades.
That’s a category error.
They are fusing into one coherent system.
AI side: exploding, cycle-proof demand for compute, GPUs, power, data centers, and inference that runs 24/7 regardless of market sentiment.
ETH side: the only programmable, neutral settlement layer where value, ownership, and access move at machine speed.
Proof is already live. Stablecoins are mostly bot-driven, with automated routing and no humans required to operate.
Agents are next. They will hold balances, pay each other, and call contracts directly. No middlemen.
At scale, agents only need three primitives:
1. A neutral, censorship-resistant settlement layer (Ethereum)
2. Scriptable assets and rails (Ethereum)
3. Reliable physical compute AI infrastructure (data centers)
This is the stack. The separation narrative is cope.
.@WhiteFiber_ in Bloomberg Television today
“When it comes to AI, time is not your friend. So if you can get up and running in sixth months using a retrofit format v. a greenfield format…that’s a much better proposition."
https://t.co/BXkxn7xmtI
Zilliqa users, listen up 🔥
@ZilPay is now the FIRST quantum-resistant multi-chain wallet in crypto.
But why does this matter SO MUCH for @zilliqa and $ZIL holders?
Thread 🧵👇
#Zilliqa#QuantumResistant
“We really look forward to announcing a big contract we have with North Carolina, our flagship facility”
WhiteFiber (WYFI) CEO: Markets "Incorrect" on A.I. Sell-Off, Demand "Ver... https://t.co/AX7nRMOeyB via @YouTube
$WYFI $BTBT
$BTBT Third Quarter 2025 Financial Highlights
Total Revenue: $30.5MM
Adjusted EBITDA: $168.8MM
Cash & Cash Equivalents: $179.1MM
Total ETH Held: 153,547
Total ETH Value: $590.5MM
WYFI Shares Owned: 27.0MM
🔗 Read the full report: https://t.co/AUJuSyrMCi
🚀 @BitDigital_BTBT has selected Figment, as its primary staking provider to bolster its Ethereum strategy.
Bit Digital has actively adopted staking in its strategy and under this partnership, Bit Digital leverages Figment’s institutional-grade staking solutions to optimize ETH staking performance while enhancing risk management.
Learn more 🔗
https://t.co/TdD6A6CxDL
The joint work of the Avely and ZilPay team continues to move forward steadily. At this stage, several key directions are in an active phase of development.
Design specialists are preparing a new visual foundation for the platform. Vector graphics are being created with a focus on clarity, recognizability, and alignment with the product concept. This will form the basis of the future user interface and ensure a modern and coherent style.
In parallel, engineering efforts are focused on smart contract development. The priority here is reliability and efficiency, which requires detailed work on the code, verification procedures, and integration into the broader ecosystem.
Another important direction is the update of the ZilPay browser extension. The main goal of this iteration is to expand functionality and ensure full compatibility with the EVM environment. This upgrade aims to create a more flexible and universal tool for both users and developers.
As part of this process, work is also underway on @RexPumpFun — a platform that inherits the aesthetics of pixel culture, which has already become an important part of the community’s identity. Today, we can only show a small fragment, but it already reflects the general direction of our work.
We also want to emphasize that community support is extremely important for us. Support us with your stake — this is what enables the team to move faster. Moreover, the projects of our pools are no less significant for the ecosystem: we have already proven that we work diligently on them every day, delivering the best results in LST token growth, and therefore in the progress of your rewards.
Amazing (liquid) - https://t.co/JPhLJ4nFQd
@2zilmoon (classic) - https://t.co/JqbMm4m30t
Our projects are moving forward. Each of these directions requires attention and time, and while much remains to be done, the progress we are seeing confirms that the chosen course is the right one.
Stay tuned so you don’t miss important updates!
#ZIL #Zilliqa #Staking #ZilFam #ZilPay #Wallet #Zilmeme #meme #Crypto #bitcoin #eth #nft #cryptolife #ethereum #cryptonews #REXPUMPFUN #REXPUMP
BTBT
WYFI : 27,043,749*17=459,743,733
ETH: 121,076*4830=584,797,080
459,743,733+584,797,080=1,044,540,813
Plus whatever cash now, I dunno…. Was 181.2m on June 30 but they bought some ETH and been doing a bunch of stuff
Divide by shares outstanding
1,044,540,813/321,430,000=3.25 book value plus whatever cash they may have
Trading at 2.87
$btbt stock currently valued at 1 billion dollars.
$BTBT own 1.2 billion in liquid assets (cash, no debt, ETH, and WYFI)
and you’re selling it to me lol
Ethereum is quietly taking over. Institutions doesnt want you to know.
From tokenized assets to staking and DeFi infrastructure, ETH is becoming the settlement layer of the digital economy.
The flippening isn't a meme — it's a countdown. #ETH#BTBT#WYFI