Bit Digital & WhiteFiber Deep Dive: From Mining to HPC!

Two forces collide: a soft Bitcoin tape and a roaring AI buildout. We explain why Bit Digital exits BTC mining, doubles down on an Ethereum treasury, and leans on WhiteFiber’s HPC contracts to create durable revenue and upside.

• Macro check on Bitcoin price, equities and metals
• Hyperscaler CapEx growth and multi‑year GPU leases
• Tesla’s BTC hold and market read‑through
• Shareholder voting at Hive and why small votes count
• Miner heat map and the value of HPC contracts
• Bit Digital’s shift from BTC mining to ETH treasury
• Staking yield mechanics and monthly transparency
• DAT plus model with 71% ownership of WhiteFiber
• NScale 40 MW, 10‑year, $865m contract economics
• Brownfield conversions, cost per MW and speed
• Portfolio, pipeline to 1.6 GW and partnerships
• Financing flywheel and predictable lease revenue
• Lockups, float dynamics and potential catalysts
• Why execution and team experience now matter most

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