X @Bankless

Company Strategy - Bit Digital is focusing on Ethereum, mirroring MicroStrategy's Bitcoin strategy [1] - The company is shifting away from Bitcoin mining and fully embracing Ether [1][2] - Bit Digital aims to differentiate itself in the competitive ETH treasury landscape [1] Ethereum Market Dynamics - Institutional adoption of Ethereum is entering a new phase [2] - The discussion includes the Total Addressable Market (TAM) for Ethereum [2] - The rise of ETH treasury companies is a key trend [2] Investment Considerations - Staking strategies and ETH yields are important factors [2] - The discussion addresses potential risks involved with ETH [2] - The conversation explores whether the current market situation is a bubble [2]