Week #51

USD/BTC = $77,278
Block 963,792

Here are the stocks I plan on buying this week:

🐂 = Bull Case
🐻 = Bear Case

Latest Updates:

Sphere 3D (ANY)

None

Fold (FLD)

Will Reeves the Fold CEO is Selling shares. Total proceeds is under $100k

LQWD Technologies (LQWD)

None

Nakamoto (NAKA)

Nakamoto Launches Intelligence 2027, a New Flagship Event for the AI Economy

A Defining Forum for the Builders, Investors, and Institutions Driving the Future of AI

Nakamoto Inc. (Nasdaq: NAKA) (“Nakamoto” or the “Company”) today announced the launch of Intelligence 2027 (“i27”), which is anticipated to be an annual forum for leaders across the artificial intelligence economy. The inaugural flagship event will take place on April 22–23, 2027 at the Palace of Fine Arts in San Francisco, California bringing together founders, investors, enterprise executives, developers, policymakers, creators, and institutions shaping the next era of AI, from frontier models and infrastructure to enterprise adoption, consumer products, capital markets, and more.

The launch of i27 marks Nakamoto’s expansion of its industry leading events platform into one of the world’s largest and fastest-growing technology markets. Through its subsidiary BTC Inc., the Company has spent more than a decade building The Bitcoin Conference into the marquee annual gathering of the global Bitcoin ecosystem. i27 will apply that same operating model to AI through high-caliber programming, culturally relevant speakers, and platforming the most important conversations to allow all levels of attendees access to learning more about a technology that has and will continue to shape our future.

AI is no longer solely a software cycle. It is a revolution touching every corner of the global economy. i27 is designed to reflect that breadth, covering the full AI landscape, including business adoption, consumer products, developer tools, robotics, enterprise software, media and creative tools, investment, policy, education, security, infrastructure, and the cultural shifts created by increasingly capable intelligent systems. The event is expected to convene the full range of participants driving and responding to that transformation, from the companies building frontier systems to the enterprises deploying them, the investors backing them, and the policymakers governing them.

“We view i27 as a natural extension of the capabilities we have built within our events and media business. Artificial intelligence represents a massive and rapidly evolving market, and we believe there is a significant opportunity to create a premier annual gathering for the companies, investors, developers, and institutions driving its growth. Our team has a proven track record of building industry-defining events, and we are excited to bring that experience to one of most consequential technological shifts of our time.” says David Bailey, CEO and Chairman of Nakamoto.

Additional details regarding i27, including programming themes, speakers, sponsors, and ticket availability, will be announced in the coming months. For more information, visit https://i27.ai .

This could be the reason why NAKA is now getting a bid @denlillaapan

Strive (ASST)

None

BTC Development Corp. (BDCI)

None

Securitize (SECZ)

None

Fractyl Health (GUTS)

Fractyl Health to Host Virtual Commercial Strategy Day on Tuesday, September 1, 2026: The Potential Path to Commercializing Revita®, a Procedural Therapy for Post-GLP-1 Weight Maintenance

Aug 20, 2026

PDF Version

BURLINGTON, Mass., Aug. 20, 2026 (GLOBE NEWSWIRE) -- Fractyl Health, Inc. (Nasdaq: GUTS) (the Company or Fractyl), a clinical stage metabolic therapeutics company focused on pioneering novel approaches to treat obesity and type 2 diabetes (T2D), today announced that it will host a virtual Commercial Strategy Day on Tuesday, September 1, 2026 at 11:00 AM ET to discuss the potential commercial opportunity and go-to-market strategy for Revita^®. To register, click here.

The event follows the Company’s positive one-year randomized data from the REMAIN-1 Midpoint Cohort, which showed weight maintenance one year after a single Revita procedure. The treatment effect was greatest in a pre-specified optimized population, combining complete duodenal ablation (>14 cm) with higher GLP-1-induced run-in weight loss (≥17.5%), where Revita-treated participants maintained approximately 84% of their GLP-1-induced weight loss compared to 46% in sham participants (least squares mean weight regain of 4.1% versus 13.5% of body weight; n=10 versus 8 for Revita versus sham).

An estimated 30 million U.S. adults are currently on GLP-1 therapy and Revita is designed to be their one-time procedural off-ramp when they stop. Ahead of the anticipated early Q4 2026 six-month topline readout of the REMAIN-1 Pivotal Cohort, Fractyl’s management team will discuss the potential market opportunity for Revita, its plans for bringing the therapy to patients and providers if it receives FDA marketing authorization, the reimbursement path ahead, and the Company’s potential FDA De Novo marketing application submission anticipated in late Q4 2026. Together, these milestones mark Fractyl’s transition from late stage clinical development toward commercial readiness.

Bitcoin Infrastructure Acquisition Corp. Ltd. Class A (BIXI)

None

BitGo (BTGO)

BitGo Korea Becomes First New Korean Entity Established by a Global Digital Asset Company to Secure VASP Registration in South Korea

August 19, 2026

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Backed by Hana Financial Group and SK Telecom, BitGo Korea establishes a locally regulated foundation to serve institutional and enterprise clients

NEW YORK--(BUSINESS WIRE)-- BitGo Holdings, Inc. (NYSE: BTGO) (“BitGo”), the digital asset infrastructure company, today announced that BitGo Korea, Inc. (“BitGo Korea”) has received acceptance of its Virtual Asset Service Provider (“VASP”) registration by the Korea Financial Intelligence Unit (“KoFIU”).

BitGo Korea is the first newly established Korean entity of a global digital asset company to receive VASP registration acceptance for entry into the South Korean market since the country introduced its VASP registration regime under the Act of Reporting and Using Specified Financial Transaction Information. BitGo Korea is registered to provide virtual asset custody and transfer services to institutional and enterprise clients in South Korea.

Rather than entering the market through the acquisition of an existing VASP, BitGo established BitGo Korea and brought its global technology and infrastructure directly to the South Korean market. As part of the registration process, BitGo Korea established local security, anti-money laundering, internal control, and operational frameworks designed to meet applicable Korean regulatory requirements.

Angel Studios (ANGX)

None

Cipher Mining (CIFR)

None

Space X (SPCX)

None

IREN Limited (IREN)

None

Commentary:

Bitcoin pumped and so did some of the stocks in this portfolio. After Q2 earnings the news cycle came toa crawl. GUTS getting ready to release their product was surprising. I thought they had a few more years before they came to market and got FDA approval. BitGo expanding to South Korea is interesting hopefully help with their growth ambitions.

52 weeks = 1 year of buying next week we should celebrate!