Week #35

USD/BTC = $79,304
Block 947,791

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:

NakamotoNakamoto

Take a page out of Saylor’s book. They really need to sure up their balance sheet unless this product will have no liquidity.

UTXO Management Announces UTXO Preferred Income Strategies LP, a Dual-Class Structured Income Fund Targeting Digital Credit Preferred SecuritiesUTXO Management Announces UTXO Preferred Income Strategies LP, a Dual-Class Structured Income Fund Targeting Digital Credit Preferred Securities

Fund offers qualified purchasers access to preferred digital credit income through a structurally enhanced, institutionally serviced vehicle.

UTXO Management GP, LLC ("UTXO Management"), a subsidiary of Nakamoto Inc. (NASDAQ: NAKA), announced the formation of UTXO Preferred Income Strategies LP (the "Fund") yesterday at UTXO Investor Day during the Bitcoin 2026 Conference. The Fund will create a dual-class capital structure designed to provide qualified purchasers with access to income generated by preferred perpetual securities.

The Fund’s initial portfolio is expected to consist of “digital credit,” such as the Strategy Variable Rate Perpetual Stretch Preferred Security (Ticker: STRC).

StriveStrive

They bought more BTC!!

Strive Announces Bitcoin Buys & True North “Bitcoin for Business” Summit In Lake OswegoStrive Announces Bitcoin Buys & True North “Bitcoin for Business” Summit In Lake Oswego

April 27, 2026

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DALLAS, April 27, 2026 (GLOBE NEWSWIRE) -- Strive, Inc. (Nasdaq: ASST; SATA) (“Strive” or the “Company”) today announced the purchase of an additional ~789 Bitcoin, bringing its total holdings to ~14,557 Bitcoin. Additionally, Strive announced that True North, a research & media sub-brand of Strive, is bringing its corporate Bitcoin curriculum to Oregon.

Twenty-OneTwenty-One

No Shock here they are going to buy strike, a mining company and look for M&A. It looks like they finally have a game plan. Don’t be surprised to see more tether products in the strike ecosystem.

Twenty One Capital Outlines Operating Plans to Build the Bitcoin CompanyTwenty One Capital Outlines Operating Plans to Build the Bitcoin Company

APRIL 29, 2026

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AUSTIN, Texas--(BUSINESS WIRE)-- Twenty One Capital, Inc. (“Twenty One”), a Bitcoin-native company, today provided an overview of its operating strategy centered on potential acquisitions of Strike, a leading Bitcoin financial services company, and Elektron, a large-scale global Bitcoin mining platform. The strategy is structured around consolidation, incorporating mergers and acquisitions, and is intended to bring together Bitcoin treasury, mining, financial services, and capital markets into a single platform.

As part of this direction, the company will pursue:

• FINANCIAL SERVICES & DISTRIBUTION — Licenses, compliance, custody, technology, brand, and a customer base across retail and institutions. The front door for every Bitcoin financial product XXI builds.
• BITCOIN INFRASTRUCTURE — Industry-leading hashrate at the lowest cost of production in the space. Native bitcoin production feeds the BTC treasury, further collateralizing the business, and protects the Bitcoin network.
• CAPITAL MARKETS STRATEGY — Securitize the loan book. Securitize mining revenue. Take non-dilutive and responsible leverage on our BTC treasury, financed by operating cash flow. A new and innovative approach to Bitcoin capital markets.
• MERGERS & ACQUISITIONS — Acquire accretive Bitcoin businesses and compound their cash flows under one roof. Every dollar of operating income has one job: finance our conviction in the future and buy more Bitcoin.

The company expects this approach to move Twenty One beyond its treasury holdings toward an integrated operating platform anchored by recurring revenue and long-term Bitcoin accumulation.

BitGoBitGo

It appears they have launched some security architecture for mobile and will be the custodian for the new Aven bitcoin backed credit card.

April 28, 2026

Aven Launches Bitcoin-Backed Credit Card, Built on BitGo’s Infrastructure

April 30, 2026

As Threats Evolve, BitGo Raises the Bar with Secure Mobile Architecture, Advanced Policy Controls, and Real-Time API Attestations

Commentary:Commentary:

Big news at the BTC conference in Vegas. XXI finally released some news BitGo driving more growth with their custody solutions. BTM is STILL catching a bid for some odd reason. My ASST position is finally in the green. Disappointed in NAKA just playing copy cat but Bitcoin is the tide that lifts all boats. I am excited as to where this portfolio will be in 10 years time.