Week #41

USD/BTC = $65,604
Block 952,789

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:

FoldFold

Fold Eliminates $20 Million of Debt, Secures $25 Million of Non-Dilutive Capital to Accelerate Next Phase of GrowthFold Eliminates $20 Million of Debt, Secures $25 Million of Non-Dilutive Capital to Accelerate Next Phase of Growth

June 10, 2026

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PHOENIX, June 10, 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, announced a series of capital transactions to strengthen the company's balance sheet, eliminate secured debt obligations, improve cashflows, and position Fold to materially scale its consumer and enterprise platforms.

Fold monetized approximately $45 million of bitcoin at an average price of approximately $71,000 per bitcoin, repaid $20 million of bitcoin-collateralized debt, and allocated the remaining $25 million of unrestricted cash towards growth initiatives across the business.

As a result of these transactions, Fold:

• Eliminated all secured debt
• Strengthened liquidity
• Maintained a meaningful bitcoin treasury position
• Improved monthly net cash flows
• Increased its capacity to support future growth initiatives and financing partnerships

"We believe Fold is poised for near-term growth and investing in that future is exactly what the company needs to do," said Will Reeves, Chairman and Chief Executive Officer of Fold. "Over the past year, we've built one of the strongest product roadmaps in our history. In addition to our recently launched Credit Card, Bitcoin Gift Card, and Fold Business products, we plan to introduce new products over the coming months that we believe will expand the market for our business. Increased liquidity and lower debt ensure we have the resources and flexibility to execute our plans during this pivotal moment for Fold."

The strengthened balance sheet is also expected to accelerate the growth of the Fold Bitcoin Credit Card. Increased liquidity and financing flexibility position Fold to support a larger cardholder base, pursue additional funding relationships, and participate more meaningfully in the economics generated by the program as it scales. Management believes the Credit Card represents one of the most significant long-term growth opportunities within the Fold ecosystem.

In addition, these actions help Fold improve cash flows by immediately eliminating monthly cash interest payments. Management believes the company's cash flow profile can continue improving throughout the year as new products launch, customer activity increases, financing partnerships come online, and operating leverage improves across the platform.

Fold continues to maintain a meaningful bitcoin treasury position following the transaction while retaining the flexibility to monetize additional holdings when doing so represents the highest-return investment for shareholders. The company's revolving credit facility also remains available to support future growth initiatives.

"This decision reflects our conviction in Fold," Reeves continued. "We have reduced financing risk, strengthened our balance sheet, and ensured that short-term market volatility cannot stand in the way of executing our roadmap. As we approach several product launches, we believe Fold is entering one of the most important growth periods in the company's history."

NakamotoNakamoto

Nakamoto Strengthens Capital Structure Through Debt Reduction, Refinancing, and Share Repurchase AuthorizationNakamoto Strengthens Capital Structure Through Debt Reduction, Refinancing, and Share Repurchase Authorization

Reduced Outstanding Debt by $45 Million Paydown

Extended Approximately 105 Million USDT of Principal to June 2027, Ability to Reduce Interest Rate, and Enhanced Collateral Flexibility

Announcement of Board Authorization of Share Repurchase Program of up to $25 Million

Nakamoto Inc. (Nasdaq: NAKA) (“Nakamoto” or the “Company”), a Bitcoin operating company, announced a series of strategic capital structure and treasury management initiatives designed to strengthen its balance sheet, enhance financial flexibility, and create long-term shareholder value.

Key highlights include:

• Reduced outstanding debt by approximately $45 million through the monetization of a portion of its Bitcoin holdings and Bitcoin-related derivative positions. The repayment was funded through the sale of approximately 600 Bitcoin and Bitcoin-related derivative positions, generating approximately $48 million net proceeds.
• Entered into new loan term sheet that extended approximately 105 million USDT principal to June 30, 2027.
• Ability to reduce the loan interest rate to 7.75% per annum and enhanced collateral flexibility using collateral in the Company’s Bitwise trading wallet.
• Expected to decrease annual financing costs by approximately $4 million.
• Authorized a share repurchase program of up to $25 million, reflecting the Board’s confidence in the Company’s intrinsic value and long-term growth prospects.
• Maintained a Bitcoin treasury position of approximately 4,467 Bitcoin following the debt reduction and refinancing transactions.
• Regained Nasdaq compliance.

“The recent volatility in Bitcoin markets reinforces the importance of maintaining a disciplined balance sheet. Through this refinancing, we have reduced overall debt, extended the majority of our maturity profile into 2027, and improved the overall flexibility of our debt,” said Tyler Evans, Chief Investment Officer and Director of Nakamoto. “These actions also strengthen our capital structure and are expected to lower financing costs, providing additional optionality as we continue executing our long-term Bitcoin treasury strategy. We are grateful to Kraken for being a thoughtful and supportive financing partner throughout this process.”

Twenty-OneTwenty-One

Twenty One Capital Appoints Independent Director to BoardTwenty One Capital Appoints Independent Director to Board

JUNE 8, 2026

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Appointment restores audit committee compliance with applicable SEC and NYSE independence requirements

AUSTIN, Texas--(BUSINESS WIRE)-- Twenty One Capital, Inc. (“Twenty One” or “XXI”) today announced the appointment of Paul S. Lalljie as an independent director to its Board of Directors. Lalljie will also serve as a member of the Board’s audit committee.

Lalljie is an accomplished executive and board leader with deep experience across finance, technology, cybersecurity, and education technology. He currently serves as a Member of the Supervisory Board and Audit Committee Chair at Bitdefender. He previously served as Chief Executive Officer and Chief Financial Officer of 2U and as Chief Financial Officer of Neustar. His background spans public company leadership, financial oversight, corporate governance, audit committee leadership, and scaling technology-driven businesses.

The Board has determined that Lalljie qualifies as independent under Rule 10A-3 of the Securities Exchange Act of 1934 and Section 303A.02 of the NYSE Listed Company Manual.

The appointment follows recent changes to Twenty One’s Board composition in connection with Tether International, S.A. de C.V.'s acquisition of SoftBank Group’s stake in Twenty One on May 19, 2026. At the closing of the transaction, SoftBank’s representatives on the Twenty One Board stepped down and the related governance agreement was terminated. One of the departing SoftBank representatives had served on the audit committee. Twenty One notified the NYSE of the resulting committee vacancy at the time.

“Strong governance and independent oversight are critical as we build Twenty One into one of the world’s leading Bitcoin companies,” said Jack Mallers, Chief Executive Officer of Twenty One. “This appointment restores our compliance with NYSE audit committee requirements and reflects our commitment to operating with the discipline, transparency, and rigor expected of a public company.”

Twenty One holds more than 43,500 bitcoin and is focused on building a Bitcoin-native public company around a clear operating strategy: bringing together Bitcoin treasury, financial services, mining, and capital markets into a single platform designed for recurring revenue and long-term bitcoin accumulation.

BitgoBitgo

Using Amboss Rails product to generate BTC returns using the lightning network

Angel StudiosAngel Studios

Angel Guild Grows Toward 2.4 Million Members as Company Launches New Innovations on the Angel Platform and App to Strengthen Community

| PROVO, Utah - Angel (NYSE: ANGX) - a media and technology company successfully pioneering a first-of-its-kind audience-driven studio model in which Angel Guild members watch, screen and vote on which films and television series get distributed in theaters and on the Angel platform - announced that the company has added nearly 200,000 Guild members since Q1, boosting the Guild to now nearly 2.4 million paying members. The company also announced today that it is launching new technology innovations on the Angel platform and app, including Guild Age Rating and Guild Theater Seating, designed to build and strengthen the growing Angel community."Every Angel Guild member represents a simple but powerful idea: their insights on stories matter," said Angel Co-Founder and CEO Neal Harmon. "Our members are not sitting on the sidelines. They are offering their insights, inviting friends, organizing family nights at the movies, and helping to create momentum. As our community grows, our job is to build better ways for members to find each other, share what they are most passionate about, and turn great stories into shared experiences. The tools we are announcing today are designed to help Guild members do just that."The innovations are intended to provide even greater opportunity for Guild members to come across a shared set of values and aspirations. Namely:- Guild Age Rating allows Guild members to suggest a recommended age for a film or television title when it launches on the Angel platform. The age recommendation appears next to every new Angel title, as well as on the theatrical ticketing page within the Angel app when members purchase movie tickets to an Angel release. This feature has already promoted engagement on the Angel platform. |

• Guild Theater Seating, which launches soon on the Angel app, will allow Angel Guild members to find and sit next to other Guild members at the movie theater. When purchasing film tickets on the Angel app, Guild members who have purchased seats will be represented by a generic Angel Guild shield icon. As the trend toward in-person entertainment continues to accelerate, the Angel community will have more opportunities to connect with each other and enjoy shared values-driven experiences.Guided by the insights and inspiration of Guild members, Angel continues to make important strides toward creating the largest library of values-driven films and television content in the world, adding 80 films and 250 new television episodes and specials to the platform since the beginning of the year.The growing Angel Guild is reflected in Angel's diverse upcoming theatrical slate, which is among the most powerful it has ever assembled. It features a wide range of values-driven stories, including Young Washington, a historical epic starring Golden Globe Award winners Kelsey Grammer and Mary-Louise Parker, Academy Award winner Sir Ben Kingsley, and William Franklyn-Miller; The Brink of War, a Cold War drama starring Jeff Daniels as Ronald Reagan, Jared Harris, and Academy Award winner J.K. Simmons; Runner, an action-packed thriller starring Owen Wilson and Alan Ritchson; and Zero A.D. starring Deva Cassel, Sam Worthington, Jim Caviezel, and Ben Mendelsohn. |

Commentary:Commentary:

Put the LQWD purchases on hold for now. Doing some maintenance in the background. Soon that is done the purchases will resume. Fold had some strange trading behavior about its bitcoin sale. Pumped over $1 then dumped back under $1. Running the risk of being out of compliance. It sucks they sold BTC in this bear market but they are putting themselves in a great position once the Bull market truly kicks off. David Bailey buying back shares and Jack finally got his audit stuff correct to get back in compliance. Overall the companies are looking good. Until next week!