Spent the week at @ethconf in every room that mattered
@Philfog on risk
@AdamDeanWozney fireside on ETH
@amandacassatt on agentic infrastructure
Bit Digital showed up and the conversations proved why
Bit Digital, Inc. NASDAQ:BTBT
1,174 posts
Bit Digital, Inc. NASDAQ:BTBT
@BitDigital_BTBT
A Strategic Asset Company focused on active participation in ETH & AI/HPC infrastructure. 150,000+ $ETH & Majority ownership stake in @WhiteFiber_ $WYFI
- Just wrapped up an excellent fireside chat at @ethconf with @AdamDeanWozney of @circle! Key takeaways: - Ethereum is not competing with Bitcoin or gold. It is optimized for utility and real economic activity. We watch stablecoin volume, tokenized assets, L2 throughput, etc."We lend against our Ethereum to finance our data center business. This allows us to avoid selling our ETH, maintain our exposure, and maximize capital efficiency." @SamirTabar of @BITdigital, with @AdamDeanWozney of @circle, on the Main Stage at ETHConf.
- Fireside chat with Sam Tabar @SamirTabar, CEO of @BitDigital_BTBT, and @AdamDeanWozney Sr. Director of Global Community at @circle ⏰ Main Stage, 3:20pm
- Bit Digital, Inc. NASDAQ:BTBT reposted
I wrote this opinion piece this isn’t going to win me any friends amongst the Bitcoin maxis: The quantum clock is ticking: it's Bitcoin's problem, not Ethereum's - Bit Digital, Inc. NASDAQ:BTBT repostedThe negativity in crypto is noise. Underneath it, something very real has been built. ETH as settlement infrastructure, institutions with real on-chain exposure. Global finance is beginning to run on-chain.Here's a good reminder that the "crypto is dead" narrative is total bunk. The story of crypto is less colorful these days, and the retail trade has gone elsewhere. But decentralized blockchain tech is now powering global finance. @bdanweiss w/the scoop (link threaded below)
- Replying to @BitDigital_BTBTEvery asset is competing for the same marginal dollar right now. Going against the rotation doesn’t mean the asset lost value. It means the market has a relative strength problem. We increased our focus on Ethereum because we understand it and see value. Not because it was
- Replying to @BitDigital_BTBTThat shift is happening. There can be many stores of value: USD, gold, diamonds, real estate. We treat ETH as a productive one. We’ve built businesses around it. In May we bought more ETH at levels we liked. @WhiteFiber_ closed a €160 million deal in Europe. Execution is
- Replying to @BitDigital_BTBTOur conviction in ETH hasn’t changed. It’s strengthened. For too long the conversation stayed at the narrative level. Narratives are fine until they have to become real businesses.
- Replying to @BitDigital_BTBTEthereum isn’t broken. It has a liquidity problem, not a technology problem. The network still settles trillions. Stablecoins keep growing. Institutions keep building on it. The use cases are expanding. The capital just moved elsewhere.
- Replying to @BitDigital_BTBTThere are more places for money to go than ever. Kalshi. Hyperliquid. Polymarket. Equities. Digital assets. Even opinions now have a price. Guesswork gets a market. Everything else gets ignored until the cycle turns.
- Markets are rotating faster than we’ve ever seen. BTC → SPY → ETH → Gold → Silver → Oil → back to SPY. Not because the assets changed. Because capital chases returns and liquidity follows momentum.
