#BitDigital转型
Bit Digital (BTBT) Strategic Transformation Highlights:
1. Shift to Ethereum
• ETH Holdings: Holding 121,076 ETH (approximately $511.5 million), 105,015 ETH staked, annualized yield of 3.1%.
• Exiting Bitcoin Mining: Stopped new mining machine investments, Q2 mining revenue decreased by 58.8% to $6.6 million.
2. Financial Performance
• Q2 Financial Report: Total revenue of $25.7 million (down 11.7% year-on-year), net profit of $14.9 million (loss of $12 million in the same period last year).
• Assets: Total cash and digital assets of $2.73 billion (cash $181.2 million, digital assets $912 million).
• WhiteFiber IPO: Spin-off subsidiary listed, Bit Digital holds 74.3%, valued at approximately $468.4 million.
3. Business Optimization
• Cloud Services: Revenue increased by 32.8% to $16.6 million, offsetting the decline in mining revenue.
• Low Cost: Operating costs of ETH staking are below EBIT by 10%, planning to further streamline expenses.
4. Regulation and Market
• Favorable Policies: U.S. GENIUS Act and CLARITY Act reduce compliance risks for ETH staking.
• Market Performance: Q2 revenue was below expectations ($27.47 million), but stock price increased by 8.9% year-to-date.
5. Future Outlook
• Goal: To become the largest public market ETH holding company on Nasdaq, achieving long-term growth through staking and cloud services.
• Challenges: ETH price volatility, SEC regulatory uncertainty.