Bit Digital (BTBT) Investor presentation summary

Leadership and team

• Executive team includes experienced leaders from Skadden, Bank of America, Consensys, and Tether.

• Board members have backgrounds in blockchain, DeFi, and digital asset infrastructure.

Strategic evolution and business model

• Transitioned from Bitcoin mining to a focus on Ethereum and AI infrastructure.

• Now operates as a strategic asset company, deploying capital into productive economic and AI infrastructure.

• Holds over 160,000 ETH, making it the fourth largest public ETH holder.

• Majority equity ownership (~70%) in WhiteFiber, an AI compute and data center platform.

Asset portfolio and financials

• ETH holdings valued at $324.8M and WhiteFiber stake valued at $755.6M as of May 31, 2026.

• Combined asset value totals $1.08B, with a market net asset value (mNAV) per share of $3.06.

• Shares trade at a 34% discount to mNAV, implying significant upside potential.

• Implied value of WhiteFiber holding is $389.1M, with market value at $755.6M.