Bit Digital & WhiteFiber - CEO, Sam Tabar - Q1 Earnings, AI News & Outlook!

We sit down with Sam Tabar to unpack Bit Digital’s quarter, the impact of ETH mark-to-market accounting, and the plan to close the NAV gap through repeatable returns. We also dig into WhiteFiber’s NC1 ramp, what contracted backlog really means, and how the company funds rapid AI compute growth without defaulting to dilution.  • Bit Digital Q1 revenue drivers and why the net loss is non-cash ETH mark-to-market • ETH staking economics and the role of liquid staking for treasury flexibility • WhiteFiber NC1 construction status, phased commissioning, and timing to full revenue contribution • Remaining performance obligations as contracted future revenue and why it is not the ceiling • Contract margin clarity, delivery execution, and avoiding penalty scenarios • Montreal 3 retrofit, lease-to-own speed, and the strategic case for buying the asset • GPU cloud fleet sold out under term contracts and what triggers the next capacity build • Customer prepayments and equipment financing as a more capital-efficient growth model • $100M delayed draw term loan facility and how both Bit Digital and White Fiber benefit • Paris contract and the disciplined approach to European expansion driven by customer demand • Majority ownership strategy, potential float increase over time, and the AI plus Ethereum convergence Let us know in the comment section below if you're holding either one of these companies and what you think about their strategy moving forward!Anthonys Info:Website:https://www.powermininganalysis.comX: https://twitter.com/cazenove_ukPatreon:https://www.patreon.com/Cazenove_UKBryce's Info:X:https://twitter.com/McnallieMPatreon:https://www.patreon.com/McNallieMoneyMerch:https://shop.mcnalliemoney.com/Website:https://www.mcnalliemoney.comBusiness Inquiries:Email - [email protected]