The most important video we’ve released so far

Most corporate ETH is sitting in a vault waiting to be worth more, while ours went to work. @SamirTabar and @VivekVentures of @Etherealize_io on the difference between owning an asset and operating one.

Congratulation to Michael, Toby and all the @WhiteFiber_ team. Truly eye opening patented Tech. All that hard work coming to fruition $WYFI - 136 Tbps bandwidth, 0.9 millisecond round-trip latency over 83 KM site-to-site. 🤩 So What’s Next • Two sites isn’t the ceiling. Continuum’s Jericho3-AI fabric can already run a single cluster of 32,000 GPUs at 800Gbps—about 62× what ATL1 and SUW1 run today. The bottleneck isn’t the network. It’s how many sites and how much power you plug in. • New GPUs, same fabric. Continuum is on H200s because that’s what’s shipping. When the next NVIDIA generation lands, DriveNets Ethernet and the same NIC choices (ConnectX, Broadcom, others) carry over. No redesign. • Jericho4 is the next leap. Deep buffering + congestion control for lossless RoCE past 100 km, plus line-rate MACsec on every port. Not in Continuum yet—but it’s the near-term path to longer-distance AI and a stronger security story for regulated customers.

This will be tokenized on Ethereum

First of all, congratulations to Michael and the entire @WhiteFiber_ team. They have officially launched Project Redwood under its commercial name, WhiteFiber Continuum, delivering 136 TB per second of aggregate bandwidth and 0.9 milliseconds of round-trip latency across 83 kilometres. These are very impressive specifications. We spoke with management about WhiteFiber’s strategy and build-out, and I want to explain the potential impact of this solution on the addressable supply of AI-ready power. I recently shared that Anthropic and OpenAI are reportedly exploring smaller 20–30 MW deployments alongside their multi-hundred-megawatt and gigawatt campuses. We know that all these players are trying to bring compute online as quickly as possible, while not every workload needs to run at one physical location. There are naturally far more industrial sites with smaller power connections than locations offering hundreds of megawatts, or even a gigawatt, in one place. The market for acquiring buildings with these smaller connections is therefore much larger. With Continuum, WhiteFiber has, in my opinion, designed a smart solution for connecting these separate blocks and making them operate as one logical GPU environment. With 0.9 milliseconds of round-trip latency, multiple 20 MW locations could potentially be connected into a much larger logical cluster. This could be an important step in a fragmented market of smaller locations, and it fits WhiteFiber’s wider strategy perfectly: • Retrofit smaller industrial locations faster • Expand through partner facilities, with Krambu as the first announced example • Bring the cluster design, customers and operating expertise • Connect owned and partner sites through Continuum • Monetize capacity without needing to own every building itself In my opinion, this creates a very fast time-to-power model. It also gives WhiteFiber the option to connect partner locations instead of only using each site on a standalone basis. It connects WhiteFiber’s retrofit strategy, partner network, cloud platform and managed-services ambitions into one broader infrastructure model. I think its current strategy aligns very well with what the market needs today, especially with long development lead times and growing community pushback against enormous data-center campuses. I will be following this closely. You can read the call with $WYFI management in comments👇 recommend it.

@WhiteFiber_ Continuum is live. Built with @drivenets and @weka, it's the highest-performing distributed GPU supercluster architecture. Bandwidth is no longer a design constraint. Read the blog: whitefiber.com/blog/continuu… #AIInfrastructure #WhiteFiberContinuum

They spent two decades inside legacy finance before leaving to replace it. @SamirTabar was a lawyer at Skadden, then ran capital strategy at BofA Merrill. @VivekVentures traded credit at Morgan Stanley, UBS, Deutsche Bank and Nomura. Full interview with @Etherealize_io below.

Why would an AI agent settle on Ethereum instead of something faster? Because speed becomes a commodity and neutrality does not. @SamirTabar and @VivekVentures on the only venue where JP Morgan, Goldman Sachs and BlackRock will all agree to meet.

Interview on the trading floor with FinTechTV today, grabbed some ice cream along the way

Today at AI Infra Summit: 3:50 PM Toby Ford on future-proofing AI data centers (AI Data Center Track). 4:10 PM Boris Lukashev on the main stage with @nvidia, @verdacloud & @netris_io on AI infrastructure ROI. Back to back, don't miss either. #AIInfraSummit #AIConference

Join us for a livestream panel today at 2:30pm ET at @HCWCO's 28th Annual Global Investment Conference The Investment Case for Digital Asset Treasury Companies Panelists: @SamirTabar - CEO @BitDigital_BTBT @Charles_BTCS - Chairman & CEO @NasdaqBTCS @BenPhiat - CFO @Strive Register here: journey.ct.events/view/19a93…

Excited for this one

GPUs are the easy part. ROI is the hard part. WhiteFiber's Boris Lukashev joins @nvidia, @verdacloud & @netris_io on the AI Infra Summit main stage panel next week. Moderated by @DellTech Capital's Radhika Malik. #AIInfraSummit #AIConference

Join us next week at H.C. Wainwright's 28th Annual Global Investment Conference in NYC! Panel 1: Powering the AI Boom & Bitcoin Network: The Digital Infrastructure Companies Leading the Charge Monday, 9/14 @ 2:00 p.m. ET Panel 2: The Investment Case for Digital Asset Treasury Companies Tuesday, 9/15 @ 2:30 p.m. ET

We're sponsoring AI Infra Summit in Santa Clara (Sept 15-17). Catch WhiteFiber's Toby Ford and Boris Lukashev on stage, talking about hardware evolution and enterprise AI ROI. See you there. ai-infra-summit.com/registra… #AIInfraSummit #AIConference

NC-1 phase one is nearly complete. In our fourth video focused on this project, Billy explains the start-up and commissioning process. Next up, preparing for the second tranche of power and the development of NC-2 and NC-3. $WYFI #datacenters #ai

Completing this transaction now materially enhances our liquidity and provides greater capital certainty as we complete the first phase of NC-1 and prepare for the next phase of WhiteFiber's colocation growth.

NC-2 + NC-3 adds 60 MW of initial capacity, with the potential to support approximately 200 MW over time WhiteFiber is engaged in advanced discussions with prospective customers and has received non-binding letters of intent with investment-grade credit support

BTBT operating results improved. Our valuation did not. BTBT continues to trade at discount to NAV. Share repurchases can be an accretive use of capital. However, repurchases are subject to Board + Shareholder approval. The Board is now evaluating this potential path.