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

Smash the like button, feel free to subscribe to McNallie Money, and let us know in the comments if you’re holding Bit Digital or WhiteFiber and your outlook for 2026!

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