OG Advisory Group

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. 🧵

⚡️Proud to welcome $MARA as an Orange Group client. Our mission: build a bridge between MARA and the retail investor community through transparency, open communication, and a focus on efficiency and growth. We're excited to help shape the next chapter of MARA’s growth story. ⚡️ @MARA x @OGAdvisors ⚡️

@Akshay_Naheta @Bakkt In Akshay we trust $BKKT

@Crypto_Mags @ddcnorma @Magsplaining_ 🚀🚀🚀

What happens when an Asian food brand turns into a Bitcoin powerhouse? Founder & CEO @DDCNorma joins @Magsplaining_ to talk treasuries, Asia’s capital edge, M&As, & Bitcoin rewards Episode Highlights 00:00 – From cooking content to Bitcoin stacking 01:31 – $DDC’s bold Bitcoin strategy 07:37 – How Asia’s markets give DDC a capital advantage 09:28 – Bitcoin-backed consumer rewards 13:08 – Heat recovery stories 15:24 – How Bitcoin supercharges M&A strategy 21:30 – Staying convicted through market cycles 26:07 – Safaris & the search for a dung beetle 28:17 – Milestones for @ddcbtc_ Episode links 👇🏼

Bitdeer $BTDR Sept ’25 ops update: ⚡️ Accelerating HPC/AI 🏭 Clarington: 570MW by Q3’26 ⛏️ Self-mining 35 EH/s, 452 BTC; 40 EH/s in Oct 🧢 SEALMINER A3 in mass production 🌍 Tydal 175MW + Bhutan 500MW energized 🆕 Niles, OH: 300MW pipeline 🧪 SEAL04 taped out, <10 J/TH chip-level ir.bitdeer.com/news-releases/…

@lifeisamzn @mikealfred Mike is blessed by Dionysus himself

@mikealfred Wow. Your macro analysis in this space is incredible. How does anyone on here doubt you when you have all these receipts?

@CapitalSatoshi bitcoin is just money, as money exists, so will companies / equity. you guys don't understand bitcoin

End of an era.

@ddcnorma @Crypto_Mags @_adrian 🚀

Thank you everyone who flew in from around the US and from as far as Iceland to join our dinner last night. Great conversations around Bitcoin Treasury companies, DDC, and life. I am grateful to our DDC community members, our advisors @Crypto_Mags and @_adrian and our amazing partner @BTC_Bella69420 and @OGAdvisors 🧡🧡🧡 and our chief of stuff @ddckyu !

North Star 🌟

Thank you @ABTC for including me, the Mining Mafia, and @OGAdvisors in your big day. @EricTrump can I get your Secret Service agent's number? 😂🇺🇸💪