Week #36

USD/BTC = $81,866
Block 948,839

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:

StriveStrive

Purchased an additional 443 BTC. It appears their SATA product hit par!

BitGoBitGo

Growth continues

BitGo Expands European ETP Infrastructure with Appointment as Custody Partner for VirtuneBitGo Expands European ETP Infrastructure with Appointment as Custody Partner for Virtune

May 4, 2026

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FRANKFURT, Germany--(BUSINESS WIRE)-- BitGo Holdings, Inc. (NYSE: BTGO), the digital asset infrastructure company, through its MiCA-licensed subsidiary BitGo Europe GmbH ("BitGo") today announced its appointment as an additional custodian within the ETP program of Virtune, a regulated Swedish digital asset manager and ETP issuer. BitGo will provide custody services for the Virtune Stablecoin Index ETP (ISIN: SE0026821282). BitGo's appointment expands the program's asset support capabilities, enabling Virtune to custody a broader range of digital assets within its ETP structure.

Angel StudiosAngel Studios

Marching on to profitability

PROVO, Utah - Angel (NYSE: ANGX) (the "Company"), a media and technology company successfully pioneering a first-of-its-kind audience-driven studio model, today reported financial results for the first quarter ended March 31, 2026.

Highlights

• The Angel Guild grew from 2.0 million to 2.22 million paying members during the quarter, representing 11% quarter-over-quarter growth and 106% growth year-over-year from 1.08 million members.
• 2026 first quarter revenue increased 143% year-over-year to $115.1 million, compared to $47.4 million in the first quarter of 2025.
• The Angel Guild selling and marketing expense improved as a percent of total Guild revenues from 79% in Q4 of 2025 to 43% in Q1 2026.
• The Company's recurring revenue stream, the Angel Guild, represents 72% of total revenues for the first quarter 2026, representing year-over-year Angel Guild revenue growth of 140%.
• The Company delivers first quarter positive Adjusted EBITDA¹, reporting $4.0 million for the quarter ended March 31, 2026, compared to $(28.7) million for the quarter ended March 31, 2025.
• Trailing twelve-month average revenue per member ("ARPM") of $13.69 per month for the three months ended March 31, 2026.
• Net Income (loss) improves to a loss of $13.8 million or ($0.08) per share, compared to a loss of $37.3 million or ($0.26) per share for the quarter ended March 31, 2025².

Commentary:Commentary:

Last week was bullish as the market went up but most of the bulls skipped the stocks in this portfolio. But we continue to buy!