The market has struggled to evaluate BTBT because its strategic narrative has shifted substantially, and past financials and profits are not telling the story of where they’re headed. • they have abandoned BTC mining, which is no longer profitable with the rising energy costs and BTC mining rewards constantly being halved over time • they own 70–80% of WYFI, an AI HPC which recently IPOed and is being carved out (WYFI is up 23% this past week) • BTBT is very clear that their sole goal now is to become a leading ethereum treasury, and they plan on divesting WYFI over time to make opportunistic ETH accumulation minimizing potential share dilution • you need to be bullish and long on the macro case for ETH to really appreciate the BTBT opportunity beyond a simple discount to nav play • with the Genius Act, there’s regulatory clarity on stable coin, and there’s a clear movement and institutional alignment in the broader financial systems to integrate tokenization and stable coin, and this is mostly being built on ETH rails as a settlement layer • ETH is rapidly evolving into a store of value narrative similar to gold, and in recent years, bitcoin In my opinion, ETH treasuries like BTBT (especially if you can get it at a discount like right now as retail investors sleep on this one) are the best risk-adjusted bet for asymmetric returns in the long run. Risks include execution, governance, crypto volatility, and broader black swan events.

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Open AI and meta are not hyper-scalers. They might have their own datacenters but they don’t have the scale that AWS/Azure/GCP/Oracel have, so they contract with them to get more GPU’s to fine tune and train models.

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Well well well another disillusioned donor. And this was after AI 🥭 Reichstagged an entire demographic before we even knew who the fuck he was.

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Honestly if you weren't invested in AI or recession resistant consumer stocks, you're not making money this year

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WULF is the only BTC miner transitioning to AI with a MAG 7 backing in that of Google. Expandable DC in NY up to 500MW.

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Can’t wait for this AI space stonk to get in my account. I put in for 42,069 shares so I hope I get at least 100.

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When AI spend stalls in like 2-3 years.

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It’s not about the cut. It’s about the largest structural tailwind of our lifetimes - the boon to bottom-lines from AI-driven efficiencies. Everything else is noise.

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This IONQ “presentation” is just them saying random shit like quantum AI to pump the stock

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If Ai is so smart why does the computer police lady tell me "to lock my car and keep my valuables out of sight" when I park at Wal-Mart? *When it should be Rod Sterling with "You have now entered the Twilight Zone. There are career criminals afoot. Be prepared, you are about to see things you will not see anywhere else on this planet.*

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