A Bitcoin mining facility is funding an entire town in Georgia.

Today, Texas Comptroller of Public Accounts @KHancock4TX announced the members of the Texas Strategic Bitcoin Reserve Advisory Committee, established under SB 21, which was signed into law in June 2025. We are proud to congratulate two TBC member companies whose representatives were appointed to the committee: @CormintInc , Inc., represented by Founder and CEO @jamesmcavity . Cormint is a leading Texas Bitcoin miner and one of the world's most efficient producers. Jamie brings deep expertise in Bitcoin mining, energy-optimized infrastructure, and Texas energy markets. Cormint's Fort Stockton facility consistently ranks among the most efficient mining operations in the world. @CleanSpark_Inc represented by President and CFO @GaryVec , CPA. CleanSpark is a TBC member company with an institutional-grade Digital Asset Management program that Gary built from the ground up. He brings more than 20 years of senior finance and public company leadership to this role. A bit of background on what this committee does: SB 21 established the Texas Strategic Bitcoin Reserve, a special fund outside the state treasury that authorizes the Comptroller to invest in Bitcoin as a hedge against inflation and economic volatility. Texas was the first state to commit public funds to a dedicated Bitcoin holding structure. The five-member Advisory Committee advises the Comptroller on asset valuation, investment policy, and reserve management. It shapes how Texas approaches Bitcoin as a long-term state financial asset. Two of the three cryptocurrency expert seats on the committee went to representatives of TBC member companies. Congratulations to Cormint, CleanSpark, Jamie, and Gary. Texas is building its Bitcoin future, and our members are helping lead the way. Read the Acting Comptroller's full announcement: comptroller.texas.gov/about/…

Chart of the Day: Token demand is entering overdrive.

🚨BEN BRIGGS AKA REX FINANCE BREAKS SILENCE (1 of 8)🗣️🎙️ After 7 months full time with @CleanSpark_Inc we get to hear @Rex_Finance discuss his thoughts with @MaximGrp 💭 “3 months into the job we could have signed any number of deals in the HPC/AI space.” “We’ve been hyper-focused on finding the right deal for our shareholders” More $CLSK below 🎥🎬🧵in comments👇

🚨BEN BRIGGS AKA REX FINANCE BREAKS SILENCE (1 of 8)🗣️🎙️ After 7 months full time with @CleanSpark_Inc we get to hear @Rex_Finance discuss his thoughts with @MaximGrp 💭 “3 months into the job we could have signed any number of deals in the HPC/AI space.” “We’ve been hyper-focused on finding the right deal for our shareholders” More $CLSK below 🎥🎬🧵in comments👇

🚨 US DATA CENTER BUILDOUT HITTING A MAJOR BOTTLENECK Nearly half of planned US data centers are now being delayed or cancelled due to power shortages. Companies like Amazon, Oracle, Meta, Google and OpenAI have committed over $600B to AI infrastructure this year. Critical electrical components like transformers, switchgear and batteries can’t keep up with demand. Even with increased imports from China, plus sourcing from Canada, Mexico and South Korea, supply is still falling short.

Matt Schultz (@smatthewschultz), CEO & Chairman of @CleanSpark_Inc ($CLSK), sits down to trace his journey building CleanSpark into a leading U.S. Bitcoin mining company, and now an energy platform expanding into AI/HPC data centers. Schultz shares the story of going public via reverse merger, explains CleanSpark’s “monetize megawatts” strategy across Bitcoin and AI compute, and addresses common retail misconceptions around long-term execution and shareholder alignment. Check out the full episode ⬇️ @marketopolis_

Watch our CEO and Chairman @smatthewschultz recap $CLSK's fiscal first quarter 2026: youtu.be/tyOJNQCxYUE?si=v31Y…

CleanSpark $CLSK is a very interesting trade here, valued at just $2.2MM per MW of approved power capacity - a 75% discount to peers. This discount reflects its lack of AI co-location deal, as $HUT, $CIFR, $APLD, and $WULF all began marketing their sites to hyperscalers and neoclouds in late 2024 and early 2025. CleanSpark, however, did not "pivot" to AI until late 2025. In August 2025, Matt Schultz @smatthewschultz, co-founder, executive chair, and former CEO was re-appointed as CEO. Schultz immediately made moves to reposition CleanSpark as both a BTC miner and AI data center developer, hiring Jeffrey Thomas as SVP of Data Centers. Thomas formerly was President of AI Data Centres at Humain, Saudi Arabia's Public Investment Fund's backed AI platform, which seems to be a pretty credible background. CleanSpark is actively working to secure AI data center leases for multiple facilities. Its Sandersville, GA facility has 250MW of live capacity (currently used for BTC mining) - this power is immediately available. In October, CleanSpark purchased 271 acres of land in Austin, TX, with 285MW of executed long-term power supply agreements. Energization of more than 200MW is expected in H1-2027. And today, CleanSpark announced it has entered into a definitive agreement for another 447 acres of land in Texas, with 300MW of potential future power capacity subject to relevant utility approvals. Cipher's $CIFR Amazon deal and Hut 8's $HUT Fluidstack / Google deal, which were executed in November 2025 and December 2025, respectively, are the most attractive deals seen yet from any miner. Both seem to have benefitted from also being "late" to the party, suggesting CleanSpark's timing with respect to its pivot could be advantageous. On $CLSK's latest earnings call in November in 2025, Schultz commented: "I left here at 8:00 PM last night and the global director of site selection for a hyperscaler was calling me wanting to confirm that they were still in the running. So I don't think there's any question that you're going to a see a lease much quicker than a year." A 200MW lease and (successful execution across construction etc., which is no small feat) at either Sandersville or Austin, TX should result in multiple billions of equity value created and a swift re-rating. While it's impossible to say with certainty that they'll get a deal done, I think there is enough evidence to suggest the risk/reward is attractively priced here.