In short: The held expression of the WYFI thesis: "Remember, this is a small cap company. We have exposure through the BTBT." On the subsidiary's beat, "BTBT was up from the lows in the 140s in the middle of the week up to 157," and it "also rocketed higher last week." Maintained rather than added.
Bit Digital owns the majority of White Fiber, and Singh owns Bit Digital rather than White Fiber directly — "we have exposure through the BTBT." The reasoning is liquidity: White Fiber is a small, thinly traded company, and the parent is the easier, larger vehicle for the same underlying contracts.
It worked mechanically this week. When White Fiber's results and contract wins landed, Bit Digital moved from the low $140s to $157 without reporting anything itself. The lesson embedded in it: when a listed parent owns most of a small listed subsidiary, the subsidiary's news is the parent's news, and the parent is often the more practical way to trade it.
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In short: Held small into the WYFI (White Fiber) print on Wednesday: "WYFI where we have a small position through BTBT, more of a speculative AI position." (The auto-transcript renders WYFI as "Wi-Fi.")
A small speculative holding kept for its stake in White Fiber, the data-centre subsidiary reporting this week. Singh describes it as "more of a speculative AI position" rather than a core one.
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In short: A simple NAV special situation (added ~30 bps): an ex-Bitcoin miner that pivoted to cash + ETH and owns 70% of debt-free White Fiber (WYFI), whose $1.5B market cap alone dwarfs BTBT's ~$790M enterprise value. Sold off with crypto, so BTBT trades at a ~43-44% discount to NAV that the market should close as WYFI hits its EBITDA targets.
Bit Digital used to mine Bitcoin; it shifted into cash, Ethereum, and AI infrastructure, and it owns 70% of a company called White Fiber. The quirk: White Fiber alone is worth $1.5 billion on the market, yet the entire Bit Digital is valued at only ~$790 million — so you're effectively buying its stake in White Fiber (plus a pile of cash and crypto) for a ~43% discount. Singh added a small position betting that gap closes as White Fiber grows.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.