Week #34

USD/BTC = $78,229
Block 946,787

Here are the stocks I plan on buying this week:Here are the stocks I plan on buying this week:

🐂 = Bull Case
🐻 = Bear Case

Latest Updates:Latest Updates:

CathedraCathedra

Getting access to NASDAQ via Sphere 3D soon. (ANY)

April 8, 2026April 8, 2026

TORONTO, ONTARIO, APRIL 8, 2026 – (NEWSFILE) – Cathedra Bitcoin Inc. (TSX-V: CBIT; OTCQB: CBTTF) (the “Company” or “Cathedra”), a developer and operator of power and digital infrastructure assets across North America, is pleased to announce the following corporate and operational updates.

New Hosting Partnership 

The Company has entered into a new hosting agreement which is expected to establish a stable, long‑term revenue stream, made possible by its strategy of building off‑peak infrastructure to access some of the lowest energy prices in the industry. This agreement will utilize 80% of the 15 megawatt (“**MW**”) capacity at the Shire site in Kentucky and is expected to represent roughly 25% of the Company’s total hosting capacity. The agreement reflects Cathedra's off-peak energy strategy, which allows the Company to offer hosting services at competitive rates by optimizing power consumption around utility pricing schedules. The ability to deliver cost-effective hosting, even in periods of difficult mining economics that have pressured less disciplined operators, is what continues to attract quality hosting customers and support demand across Cathedra's sites.

This agreement further diversifies Cathedra's hosting customer base and is expected to strengthen the recurring revenue profile that the Company has been building across its portfolio of sites. The addition of a new hosting relationship at the Shire site reflects continued demand for Cathedra's infrastructure and reinforces the Company's position as a premier hosting provider in the bitcoin mining industry.

The timing of this agreement is particularly meaningful as the Company advances toward the closing of its previously announced business combination with Sphere 3D Corp. (NASDAQ: ANY). If completed, the combination is expected to create a next-generation high density computing power infrastructure company, bringing together Sphere's established capital markets access, including its Nasdaq listing, and efficient fleet of miners with Cathedra's robust energy portfolio and proven infrastructure development expertise.

FoldFold

Establishes Fold Business. Allowing business owners offer bitcoin passive stacking to their employees.

PHOENIX, April 23, 2026 (GLOBE NEWSWIRE) -- Fold Holdings, Inc. (NASDAQ: FLD) (“Fold” or the “Company”), a bitcoin financial services company making it easy for individuals to earn, save and spend bitcoin through everyday financial tools, today announced the Bitcoin Bonus Program, an easy-to-use employee bonus program that lets employers deliver recurring bitcoin bonuses with built-in vesting without changing payroll systems or taking on custody or compliance responsibilities.

The Bitcoin Bonus Program is the first offering from Fold Business, a first of its kind, B2B bitcoin financial platform that extends Fold’s best-in-class bitcoin financial tools to businesses and their employees. Implementation is simple; employers designate USD bonus amounts on their existing payroll cadence and Fold does the rest; Bitcoin conversion, custody, vesting administration, and employee-facing delivery through the Fold app. No prior Bitcoin knowledge is required.

NakamotoNakamoto

Trying to generate cash flow with its bitcoin stack using options.

Program Overview

Under the Program, Nakamoto and Bitwise, in its capacity as SMA manager, actively manage a portfolio of listed and over-the-counter Bitcoin-linked derivatives. The Program is organized around two complementary sleeves:

• Income sleeve: covered calls and call spreads. The Company writes covered calls and call spreads against a defined portion of its Bitcoin holdings to convert the implied volatility embedded in Bitcoin options markets into recurring premium income. Position sizing, strike selection, and tenor are governed by the Company's risk framework.
• Hedging sleeve: protective puts and put spreads. The Company purchases protective puts and put spreads against a defined portion of its Bitcoin holdings to reduce the Company's mark-to-market exposure to adverse Bitcoin price movements over defined time horizons. Where appropriate, premium outlays associated with this sleeve are partially funded by income generated from the income sleeve.

Premiums under the Program are collected and paid in both Bitcoin and U.S. dollars, depending on the instrument, counterparty, and venue. Premiums received may be used to fund hedging premiums, Bitcoin acquisitions, or general corporate purposes, in each case as determined by the Company in accordance with its capital allocation policies.

Bitcoin held as collateral for written option positions continues to be owned by the Company and remains reflected in the Company’s publicly reported Bitcoin holdings. Protective positions purchased under the Program are held in addition to, not in lieu of, the Company’s spot Bitcoin holdings.

Twenty-OneTwenty-One

A brief review of their 10K revealed some of their plans.

1. Only have 3 employees
2. Plan to offer paid BTC Education services at three different tier levels.

Angel StudiosAngel Studios

Got 10 movies coming out in 2026. Animal Farm to come out very soon.

Commentary:Commentary:

I am a little disappointed in XXI’s 10k report. Selling education? Yet Mallers plays dumb when asked about STRC. Let’s hope when he officially announces something it’s more than tiered educational services.