Bit Digital, Inc. NASDAQ:BTBT

.@Bloomberg posed a timely question this week: Can Ethereum retain enough economic activity to justify its position as the leading smart contract platform? Recent DeFi exploits, Layer 2 fragmentation, and ETH’s relative underperformance versus BTC are valid pressures. Yet the core issue lies not in the base layer itself, but in the resilience of the ecosystem built atop it. “We see Ethereum’s role less as a short-term price trade and more as exposure to the settlement layer for stablecoins, tokenized assets, and institutional blockchain adoption.” - @SamirTabar CEO @BitDigital_BTBT That has been our long-term thesis, and nothing this week has changed it. Read the full Bloomberg analysis: bloomberg.com/news/newslette…

If you had one link to send someone serious about Ethereum, what would it be? I made one. ethereumpage.com

Bit Digital used to be described as an Ethereum DAT. That label mostly meant: hold ETH, stake it, report it. As a Strategic Asset Company, the shift is simple. Our AI + ETH assets don’t sit idle, they actively work. While DATs and ETFs offer a position, SACs offer a business built and deployed around productive assets.

HPC and AI clients increasingly prioritize speed to capacity. Developed over the past 15+ years, @WhiteFiber_'s retrofit strategy is designed to bring capacity online quickly and efficiently. The flagship data center featured in this video was completed in approximately 5 months. From repurposing logistics facilities to large-scale manufacturing sites, WhiteFiber focuses on identifying viable assets, aligning design to customer requirements, and coordinating equipment, power, and construction timelines. WhiteFiber has a reputation of fast execution and on-budget delivery. Bit Digital maintains ~70.5% equity ownership in WhiteFiber ($WYFI). 👀

IF BITCOIN KEEPS SQUEEZING: These can run hard from lows Large Cap Leaders: • $MSTR • $COIN • $HOOD • $GLXY HPC + Bitcoin: • $IREN • $CIFR • $MARA • $RIOT • $HUT • $NBIS High Beta: • $WULF • $CORZ • $BITF • $BTBT • $HIVE Safer Exposure: • $CRCL

@HappyBullTrader Good morning bull

Good morning, Bulls ☀️🐂 Focus. Stack. Win. $BTBT shares trade at a 23% discount to current NAV per share (value of $WYFI ownership + $ETH value) 🤯

@McnallieM @SamirTabar @WhiteFiber_ Thanks for the love, exciting time for the company

Great clip here from @SamirTabar CEO @BitDigital_BTBT & @WhiteFiber_ from our recent earnings discussion!!! 🚀🚀🚀 $BTBT $WYFI

@ethconf @chriseyin @plumenetwork @laszlo__szabo @Kiln_finance @rooqster @raincards @SamirTabar See you in June 🗽

Institutional capital is moving onchain: RWAs, stablecoin cards, ETH treasuries, staking. The teams leading that shift will be at ETHConf. → @chriseyin, @plumenetwork → @laszlo__szabo, @Kiln_finance → @rooqster, @raincards → @SamirTabar, @BitDigital_BTBT June 8-10, NYC. 🗽

From privacy breakthroughs to AI agents and institutional rails, the Ethereum ecosystem keeps shipping. Here are 22 things the ecosystem delivered over the past few weeks. 0/ @gnosis_ and partners introduced The Ethereum Economic Zone (@etheconomiczone), a framework to unify the L1 and L2s into a more composable system with better interoperability. 1/ @aztecnetwork Alpha went live, a feature-complete privacy stack built natively on Ethereum. 2/ @aave V4 was released with a new hub-and-spoke architecture with support for over 20 assets across three initial liquidity hubs. 3/ @PrivacyEthereum released Social Recovery SDK, a wallet recovery model where trusted guardians can help restore access if the owner loses their private key, replacing seed-phrase backups with programmable onchain policy. 4/ Post-quantum wallets launched on @Starknet. A path to quantum resistance without address changes or hard forks. 5/ The @ethereumfndn's Board released the EF Mandate. This document, which was first intended for EF members, reaffirms the promise of Ethereum, and the role of EF within this ecosystem. 6/ Private transfers are live on @Scroll_ZKP. You can now send funds privately onchain, advancing default user protections and confidentiality. 7/ @base introduced Batches Cohort 003. 12 teams were selected from 1,100+ building across AI, DeFi, payments, and prediction markets, pushing forward OnchainApps. 8/ @ethereumfndn launched pq.ethereum (dot) org. Supporting coordination and research in post-quantum cryptography. Two breakthrough papers progressing research on PQ, with input from Ethereum researchers, were also released. 9/ Stablecoins on Ethereum hit a new ATH. Supply surpasses $180B, up 150% in 3 years, with ~60% market share globally, reinforcing Ethereum’s role in stablecoins and DeFi. 10/ @Morpho launched Morpho Agents (beta), allowing users to integrate lending into apps via natural language using AI agents and accelerating the convergence of DeFi and AI. 11/ @thedaofund deployed $1M+ via an Ethereum Security quadratic funding round hosted by @Giveth, funding work to strengthen security across the ecosystem. 12/ Deposit time from L1 to L2s and exchanges can now be as low as 13 seconds due to the new Fast Confirmation Rule (FCR). This new industry standard can be adopted by the ecosystem over the next few months. 13/ @hinkal_protocol launched Hinkal Pay, end-to-end confidential payments where sender, receiver, and amounts remain private. 14/ @peerxyz launched Peer Verify, allowing users to prove their identity, in a privacy-preserving way via ZK proofs. 15/ @ensdomains integrated with PayPal, allowing users to send funds cross-border using ENS names instead of addresses. 16/ @AskVenice shipped verifiable end-to-end encrypted AI, introducing privacy systems that can be externally audited and proven. 17/ @safe released Safenet (beta), a pre-execution security layer for Safe wallets that runs before transactions execute onchain. 18/ @SiloFinance launched Silo V3 for safer lending markets in DeFi. The team rebuilt core assumption behind lending so collateral does not need to be sold to keep markets solvent. 19/ @coinbase announced x402, an initiative to establish the x402 protocol as a universal standard for AI-driven payments, is moving under the Linux Foundation to ensure vendor-neutral, community-governed oversight of the protocol. 20/ @zksync introduced The Cari Network, a new platform to bring tokenized deposits onchain, developed alongside five regional banks and powered by ZKsync’s Prividium. 21/ @EthCC completed their 9th annual event in Cannes with attendees from across the industry. @ETHGlobal hit a milestone with their 300th event following ETHCC, continuing to support builders across the global ecosystem.

Ethereum added 284,000 new users in 1Q26, an impressive 82% growth quarter-over-quarter. Price shows sentiment. Usage shows where infrastructure is adopted.

Not @WhiteFiber_

It's been awhile, but today is the day we make good on the requests for more crane pictures. Introducing: 'Colossus' - currently deployed at NC-1. With grading complete and foundations in place, it's time for generator installation. NC-1 remains on schedule. $WYFI #datacenters

🏗️ What makes @BitDigital_BTBT a Strategic Asset Company? 🚫 Not just holding crypto on a balance sheet ✅ Deploys capital into productive infrastructure ✅ Operates assets to generate real, usage-driven value ✅ Integrates into real-world operating models 🔷 ETH → Economic infrastructure 🤖 AI Compute (@WhiteFiber_ ) → Intelligence infrastructure 📍 Positioned at the infrastructure layer where value is coordinated & intelligence is produced $BTBT $WYFI

$BTBT March 2026 Production Report Total ETH Held: 155,444.4 Total ETH Value: $327.0MM Total ETH Staked: 96,322 Staking Rewards: 291.3 ETH WYFI Shares Owned: 27.0MM WYFI Shares Value: $322.1MM *Based on a closing ETH price of ~$2,104 as of 3/31/26. 🔗 Read the full report: bit-digital.com/press-releases…

Thanks for having me on Covered topics are our financials, my compensation, our transparency, the mismatch between market perception and how well our businesses are doing, and our recently announced investment grade hyperscale end tenant that the market seems to have missed

@BitDigital_BTBT is positioning itself as a Strategic Asset Company (SAC) — owning productive infrastructure across two pillars: Ethereum staking via $BTBT & AI/HPC data centers via $WYFI. Their goal: monetize yield, usage & participation built for long-term compounding, not short-term cycles. 🔷⚡

Great to welcome @SamirTabar the CEO of @BitDigital_BTBT and @WhiteFiber_ on the Power Analysis podcast to highlight the key metrics from FY 2025 Earnings and discuss Strategy for 2026 and beyond! ➡️ youtu.be/a3Y94ftUkvY?si…

1 million square foot facility converting into DC for our $865m contract with Nscale (with investment grade end client) Up in months, not years WYFI 2x faster vs others because unique retrofit skills One of our tricks seen at 8:10, placing fabrication pipeline onsite

We know what we own, we know why we own it, and we’re building from that conviction. If you missed the earnings call, a copy of the recording is available on our website: bit-digital.com/investors/

Volatility isn’t new to us. We’ve operated through multiple market cycles. Our edge remains: disciplined execution and a relentless focus on long-term compounding.

As a Strategic Asset Company (SAC), Bit Digital goes beyond passive treasury accumulation by actively participating in the Ethereum network through validator operations and staking, generating yield and supporting network activity. At the same time, it maintains exposure to growing demand for AI and high-performance computing infrastructure through its ownership of @WhiteFiber_. This approach is designed to support long-term compounding through staking yield, disciplined capital allocation, and exposure to structural growth in both digital assets and compute infrastructure.