OG Advisory Group

So excited to be moderating this alongside @OGAdvisors and @MARA Set your reminders for the $MARA live executive fireside 5/26 at 2:00 pm EST

Set your reminders ⏰ ⚡️Join $MARA CEO @fgthiel, CFO @theRealSalKhan, and CG&SO Duncan Dickerson next Tuesday at 2 PM ET as they unpack key initiatives from the latest shareholder letter, moderated by MARA's @RobSamuelsIR and @Buhlahkay from @OGAdvisors ⚡️Drop your questions for the team below ⚡️Reminder 👇

Catch @willreeves and @AnalysFalchuk at @TheBitcoinConf 🎤 Wednesday 10am

Hello Vegas! Catch me live 🎤 Wednesday 29th | 11:30 PM | Satoshi Stage Talking Bitcoin, culture, food and everything in between with @AnalysFalchuk We’re recording this for digital, but if you’re in Vegas, don’t miss it live 👀

The narrative around $MIGI is changing. Yes, there has been noise, poison pills, dilution concerns, and a lot of back and forth. But the Board has now been fully reconstituted and aligned. That chapter is behind us. Now the real work begins. Execution from here is what matters.

Congratulations to Big Digital Energy on reaching a cooperation agreement with Mawson Infrastructure Group. It has been a pleasure working alongside such a strong and dedicated team throughout this process. We look forward to continuing our collaboration as Big Digital Energy helps guide Mawson into its next chapter. $MIGI

Got back yesterday from a week of investor meetings across Europe. Still thinking back on the conversations, lots of smart questions. A few themes kept coming up worth sharing publicly @MARA. 🧵

We recently posted a new investor presentation to our website @MARA. Link below: d1io3yog0oux5.cloudfront.net/_47b175b5a196b…

@danroberts0101 discusses how $IREN is establishing one of the world’s largest AI cloud platforms across our growing 4.5GW secured power portfolio.

Every era has a defining commodity. Coal. Steel. Oil. Today it's compute. And whoever controls it controls what comes next. 🧵 Here's why Bitcoin miners are winning the AI data center arms race.

YTD performance of Bitcoin treasury companies: $DDC is an outlier

Happy Chinese New Year 🧧 New year. New blessings. More Bitcoin. 🟠 +80 BTC acquired 🟠 Total holdings: 2,068 BTC 💰 Avg cost per holding: $84,944 📈 BTC Yield (YTD): +45.6% 📊 BTC per 1,000 shares: 0.057887 🔗 Full release: businesswire.com/news/home/2026… #Bitcoin #BTC #BTCTreasuries #DAT $DDC

How often does your IR firm think about the Roman Empire? We think about it daily.

This was a real quarter for $IREN. Not because of price. Not because of hype. Because the language changed — and the numbers finally backed it up. • $3.6B GPU financing at <6% • 95% of GPU capex covered • Power scaled to 4.5GW • Microsoft contract shifting from announcement → execution AI is still ~10% of revenue, so I’m not pretending the transition is finished. But this is what a true inflection looks like: capital secured first, constraints named, execution underway. I’m long with a multi-year view. Not faster math. Better perception.

We’re pleased to welcome Lincoln Tan @lincolntan89 as Managing Director, leading OG’s expansion across Asia-Pacific. Formerly IR & Marketing at @IREN_Ltd and previously at @Macquarie, Lincoln brings deep capital markets and IPO experience across the region. globenewswire.com/news-release/2…

2026 starts strong 🚀 Our first Bitcoin purchase of the year. ₿ Added: 200 BTC 🟠 Total Holdings: 1,383 BTC 💰 Avg Cost: $88,998 📈 BTC Yield (Period-To-Date): +16.9% 📊 BTC per 1,000 shares: 0.046482 Full release: businesswire.com/news/home/2026… #Bitcoin #BTC #BTCTreasuries #DAT $DDC

Stablecoins are quietly becoming one of the fastest-growing segments in global finance Bakkt $BKKT enters this transition with 0 debt and a strategy focused on building a business to serve as the infrastructure layer behind a future $1T market and ecosystem (currently $250B today) by the end of the decade Stablecoins will live and sit on top of every layer of finance

@shanestackssats @BrittysRich Can’t forget making our NYC pilgrimage to @PubKey we met CEO @willreeves and CFO Wolfe of @fold_app Also got the some of the first Bitcoin gift cards!

Happy New Year — grateful for an incredible 2025 at OG. We had a breakout year of growth and execution, and I’m grateful to our team and everyone we work with who helped make it possible🧡 2025 Highlights • ARR: $800K → $2M (+150% YoY) • Added 6 new clients • Team: 3 → 8 (welcome Sky, Samir, Char, Daniel, Blake) • Expanded our offering and distribution capabilities • Supported clients across 18 industry conferences in 2025 • Ran two successful events: Vegas conference + OG After Dark 2026 Goals • Scale to $3.5M ARR • Scale our distribution and communications platform • Expand OG’s platform internationally • Launch an OG Virtual Conference • Launch and grow OG Asia Media • Keep building an elite team Excited to keep building in 2026!

Fold’s bitcoin services are now live in all 50 states. That makes us the only publicly traded bitcoin financial services platform with custody backed by a federally chartered trust bank regulated by the OCC in the US. The future of custodial bitcoin is here. 🧵