Bit Digital, Inc. NASDAQ:BTBT

WhiteFiber Announces Fourth Quarter and Full Year 2025 Earnings Conference Call: Date: March 26, 2026 Time: 9am ET Details: 👇 #news" target="_blank" rel="nofollow noopener">whitefiber.com/investors#news

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

THEY DID IT. The SEC and CFTC just dropped a landmark document that officially classifies crypto assets. They're actually telling us which crypto assets are securities and which ones aren't - by name! THIS IS SOMETHING GENSLER REFUSED TO DO (he focused on prosecuting crypto out of existence) This rule doc gives crypto many of the benefits of the clarity bill - it lifts us out of the gray market - it gives every asset a path. It's almost like the Clarity act just passed by way of regulator. (of course, the actual clarity act will harden all this into legislation and make it irreversible in the event we get another Gensler, we still want it) This rule says there's 5 categories for crypto assets: 1) Digital Commodities - assets tied to a functional, decentralized crypto system (e.g., BTC, ETH, SOL, XRP, ADA, DOGE). Not securities. (yes, they name them on page 14) 2) Digital Collectibles - NFTs, meme coins, artwork tokens, in-game items. Not securities (fractionalized collectibles may be an exception). 3) Digital Tools - membership tokens, credentials, domain names (e.g., ENS). Not securities. 4) Stablecoins - payment stablecoins under the GENIUS Act are not securities. Other stablecoins, it depends. 5) Digital Securities - tokenized versions of traditional securities. Like tokenized stocks. Always securities. Amazing! This makes so much sense I can't believe it's coming from a regulator. No more enforcement threats to Ethereum developers and crypto exchanges. How about the Howey test? More common sense! If an issuer makes specific promises of managerial efforts from which buyers expect profits, the offering is a security until those promises are fulfilled. Then it's a commodity. The asset itself was never the security, the deal around it was. (E.g. XRP was a security pre launch, became a commodity after). How about stuff like staking and mining? Mining? Not a securities transaction. Staking? Also not a securities transaction, that includes custodial and liquid staking even with LSTs! How about wrapping BTC? Not a securities transaction. Airdrops? NOT SECURITIES. NO MORE GEO BANS PROTECTING AMERICANS from free airdrops. Remember this is a joint doc from the SEC and CFTC, They're actually cooperating on this, no internal strife, this is binding to both. SEC regulates $80-100 trillion assets CFTC regulates $5-10 trillion assets Both of the world's largest capital markets are showing us that crypto assets are here to stay and they're welcome alongside traditional assets. Every country will follow. This is the biggest move toward legitimacy I've seen in all my time in crypto. Maybe bigger than the genius act since is covers all crypto assets. Well done @MichaelSelig and @SECPaulSAtkins. And especially well done to the indefatigable @HesterPeirce. Her fingerprints are all over this, couldn't have happened without her eight years of principles-based curiosity.

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.

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.

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

Did we finally hit the bottom range on Eth? Call it what you will but this has looked more like a reset than an ending. Leverage entered the market aggressively, was swiftly repriced, and the unwind left a clear trail of liquidations. Short positioning was squeezed on both sides of the move, amplifying the volatility. When the market stabilized, price returned to the same $1,800 - $2,100 range that has served as structural support for months. Nothing material about Ethereum changed. Meaningful stablecoin settlement continues to occur there. Rollups remain anchored to mainnet. And when teams need programmable settlement that can withstand institutional risk scrutiny, Ethereum remains the starting point.  Market bottoms are only obvious in hindsight. What this time period demonstrated, however, is how quickly leverage can distort the path. The underlying Ethereum thesis, by contrast, remains fundamentally intact.

$BTBT February 2026 Production Report Total ETH Held: 155,434.4 Total ETH Value: $305.4MM Total ETH Staked: 138,269 (~89%) Staking Rewards: 313.9 ETH WYFI Shares Owned: 27.0MM WYFI Value: $455.7MM *Based on a closing ETH price of ~$1,965 as of 2/28/26. 🔗 Read the full report: bit-digital.com/press-releases…

You may ask yourself, "What is happening at NC-1." You may ask yourself, "How do they support those GPU clusters." You may ask yourself, "What are those holes for?" This week, foundations for heavy gear were being installed. The NC-1 team has been busy - Same as it ever was.

$BTBT January 2026 Production Report Total ETH Held: 155,239.4 Total ETH Value: $380.2MM Total ETH Staked: 138,266 (~89%) Staking Rewards: 344.0 ETH WYFI Shares Owned: 27.0MM WYFI Value: $527.6MM *Based on a closing ETH price of ~$2,449 as of 1/31/26. 🔗 Read the full report: bit-digital.com/press-releases…

Technology changes. So do the needs and requirements of our customers. WhiteFiber designs our data centers to be future proof in order to serve our customers' today and into the future. #WYFI #DataCenters

Bit Digital has reaffirmed its long-term investment in @WhiteFiber_ and confirmed that it will not sell any of its WhiteFiber shares in any secondary offering or other discretionary disposition during 2026. KEY HIGHLIGHTS - Following WhiteFiber’s initial public offering in August 2025, Bit Digital continues to own approximately 27 million shares of WhiteFiber $WYFI. - On February 2, 2026, the IPO lockup period for Bit Digital’s WhiteFiber shares will expire. - As previously stated on the Company’s November 2025 earnings call, Bit Digital views its investment in WhiteFiber as a core strategic holding and will not sell any of its WYFI shares during 2026 following the expiration of the IPO lockup. 🔗 Read the full release: bit-digital.com/press-releases…

$WYFI "The undersigned agrees that... during the Lock-Up Period, the undersigned will not offer, sell, contract to sell... any Ordinary Shares..." "Provided, however, that the foregoing restrictions shall not apply to: (i) ... (ii) the lending of Ordinary Shares pursuant to the Share Lending Agreement entered into in connection with the Offering..." I was wondering where the 5.9 million shares were coming from, and it turns out they were sourced from $BTBT. The relationships are a bit complex, but the buildup looks solid. It feels like the flow of both money and shares in this round of convertible bonds is finally starting to come together. Sam’s tweet saying he won’t sell shares in 2026 even after the lock-up expiration now makes sense.

.@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." youtu.be/9yy_Wz0BbyU?si…

.@SamirTabar represented WhiteFiber on a panel at CfC St. Moritz today and shared benefits of our retrofit model: "Phased power delivery lets us align Capex with demand instead of betting everything upfront. That means revenue in months, not years - while our sites continue to scale. The result is faster cash flow, built-in expansion, and much more predictable returns."

MTL-3 is near-complete. WhiteFiber turned this facility from a textile manufacturing plant into a state of the art Tier III data center for one of the most demanding AI hardware manufacturers in the industry. $WYFI shares its proven retrofit strategy, reinforcing its cookie cutter approach developed at MTL-1 to get @cerebras activated on time and within budget.

$BTBT December 2025 Production Report Total ETH Held: 155,227.3 Total ETH Value: $460.5MM Total ETH Staked: 138,263 (~89%) Staking Rewards: 389.6 ETH Annual Yield Percentage: 3.5% WYFI Shares Owned: 27.0MM (~$427.3MM) *Based on a closing ETH price of ~$2,967 as of 12/31/25. 🔗 Read the full report: bit-digital.com/press-releases…