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No Hail Marys: Three BFC Stocks Built to Run Hard Into 2026
- buffalofiresidecha
- Dec 27, 2025
- 10 min read
🦬 Cavitation Technologies | $CVAT
Industry: Crypto Infrastructure / Remittances / AI-Secured Payments
Theme: Designed QB Run — not a Hail Mary
Follow Cavitation Technologies, Inc: @cvatinfo_
Follow XYRA Corp: @XYRACorp
If you’ve followed Buffalo Fireside Chats this year, you already know this one.
$CVAT isn’t new to the Fireside — but it is evolving fast. And sometimes the most dangerous plays aren’t the flashy bombs downfield… they’re the ones where Josh Allen tucks it and runs straight through a defense that wasn’t set.
That’s how CVAT has been moving.
Since first being covered on BFC, CVAT ran roughly 350%, then did what strong stocks are supposed to do — it pulled back, reset, and shook out weak hands. Even after that digestion, the stock remains up over 50%, and importantly, the pullback isn’t accompanied by silence. Instead, CVAT and its crypto-focused subsidiary XYRA Corp. keep delivering material developments that support a continued chart growth.
That combination — price movement followed by execution — is where real runs are born.
A Crypto Play That Focuses on Infrastructure, Not Noise
CVAT’s crypto exposure isn’t coming from chasing trends or launching a token for the sake of headlines. Through XYRA, the company is positioning itself squarely in the remittance and digital payments infrastructure space — one of the most obvious, underserved use cases in crypto today.
The problem is well known: traditional remittance systems are slow, expensive, and fragmented. Transfers often take days and cost between 6–8%, especially in cross-border corridors serving underbanked populations. XYRA’s approach is to unify stablecoins, cryptocurrencies, and fiat conversion under a compliant, regulated architecture that operates behind the scenes — using tokenization as infrastructure, not speculation.
That distinction matters. This isn’t about replacing banks overnight. It’s about modernizing rails in a way regulators can live with and institutions can actually deploy.
Why Honduras Matters More Than It Sounds
One of the most important recent developments was XYRA’s announcement that Honduras will be a priority expansion market. On the surface, that may not sound flashy — but dig a little deeper and it becomes clear why this is a smart, calculated move.
Honduras receives more than $9.5 billion annually in remittances, with over 85% coming from the United States. It’s one of the most remittance-dependent economies in the world, and despite growing digital adoption, transfer costs remain high. That’s exactly where infrastructure-first platforms thrive.
What’s critical here is that Honduran regulators require all payouts to be delivered in local fiat through regulated institutions. XYRA’s architecture fits that requirement cleanly, because tokenization operates strictly in the background. That regulatory alignment removes a major adoption barrier and allows XYRA to deploy without fighting the system.
This isn’t a Hail Mary market choice. It’s running where the defense is already thin.
Execution Backed by Real-World Access
Another underappreciated element of CVAT’s story is who is helping execute it. The appointment of José Rodolfo Zelaya, a former four-term Congressman and Minister of Budget and Planning of Honduras, isn’t a vanity headline. It brings institutional knowledge, regulatory fluency, and regional credibility — exactly what’s needed when expanding fintech infrastructure in emerging markets.
At the same time, XYRA secured a license agreement allowing it to accept and process major digital assets such as USDC, Bitcoin, Ethereum, and Tether, with instant conversion to fiat. That removes volatility risk for merchants and users, which has long been one of crypto’s biggest adoption hurdles.
This license also accelerates XYRA’s ability to bring core functionality online while continuing to build its proprietary AI-driven, quantum-secure architecture. In football terms, they didn’t wait to build the perfect stadium before playing — they got on the field and started moving the ball.
The Bitcoin ATM Angle Adds Distribution
The strategic partnership with Bitcoin Bancorp (BCBC) adds another layer to CVAT’s potential. Bitcoin Bancorp owns foundational U.S. Bitcoin ATM patents and operates a licensed ATM network across North America. As crypto ATM usage continues its resurgence — with the global market projected to reach $5.45 billion by 2030 — infrastructure that can deliver faster settlement, automated compliance, and enhanced security becomes increasingly valuable.
Once integrated and tested, XYRA’s platform could extend across that network, providing real-world distribution and institutional-grade tooling in a market that is rapidly scaling. That’s not just upside — that’s leverage.
Share Structure & Market Context
CVAT currently carries a market cap of roughly $17.3 million, with approximately 289 million shares outstanding and just over 201 million shares held at DTC. Yes, the authorized share count is higher, as is common in early-stage micro-caps, but what matters here is behavior. The stock has already proven it can move meaningfully, pull back responsibly, and remain supported by ongoing news flow.
That’s the difference between a quick spike and a stock that’s building a base for another leg.
BFC Takeaway
CVAT doesn’t feel like a company chasing crypto headlines. It feels like a company building plumbing — the kind no one notices until it’s absolutely necessary. Remittances, compliant crypto rails, institutional partnerships, and emerging-market deployment are not sexy buzzwords, but they are the exact ingredients that tend to attract serious capital when the market shifts from speculation back to utility.
This one doesn’t need perfection. It just needs continued execution.
Follow Cavitation Technologies, Inc:
Follow XYRA Corp:
🦬 Bitcoin Bancorp | $BCBC
Industry: Bitcoin ATM Infrastructure / Institutional Crypto Services
Theme: Power run up the middle — pads down, legs churning
Follow Bitcoin Bancorp: @BCBC_stock
Some stocks explode on hype. Others grind higher because the business underneath them is actually getting built. Bitcoin Bancorp falls squarely into the second category, and that’s exactly why it’s been one of the strongest performers we’ve watched this year.
BCBC is up nearly 500% year-to-date, and what’s notable isn’t just the magnitude of the move — it’s how the stock behaved after. Instead of giving it all back, BCBC has spent time consolidating, absorbing gains, and letting fundamentals catch up. That’s what real momentum looks like. It’s not a fluke run. It’s a team running the ball effectively and forcing the defense to stay honest.
Not a “Crypto Stock” — an Infrastructure Company Wearing Pads
At a glance, it’s easy to lump BCBC into the generic “crypto” bucket. That would be a mistake. Bitcoin Bancorp isn’t trying to compete with exchanges, chase altcoin narratives, or reinvent tokens. Its focus is much simpler — and much harder to replicate: licensed, patented, compliant Bitcoin ATM infrastructure, paired with institutional-grade services.
BCBC is one of only three publicly traded Bitcoin ATM network owner/operators in the U.S., and notably, it holds foundational Bitcoin ATM patents. That gives it a defensible moat in a space that is often misunderstood but increasingly relevant. As crypto adoption grows, on-ramps matter. And for a large segment of the population — especially cash-based users — Bitcoin ATMs remain one of the most accessible entry points.
This is the equivalent of controlling the line of scrimmage. It’s not flashy, but it dictates the game.
Texas Expansion Signals a Shift from Planning to Execution
The most recent catalyst that stood out was BCBC’s announcement that it plans to deploy up to 200 licensed Bitcoin ATMs across Texas beginning in Q1 2026. Texas isn’t just another state on a map — it’s one of the most crypto-forward jurisdictions in the country, with business-friendly regulation, modernized money-transmitter laws, and zero state income or capital gains taxes.
More importantly, management explicitly framed this as a transition from planning to execution. Agreements are already in place, and the company has stated that this deployment could drive accelerated revenue growth over the coming year. That language matters. It’s not theoretical. It’s operational.
When a company moves from “we intend to” to “we’re rolling out,” that’s usually when the market starts paying closer attention.
1,000 ATMs in Hand Changes the Scale of the Conversation
Earlier this month, Bitcoin Bancorp announced it had acquired 1,000 Bitcoin ATM kiosks, with the first deliveries already received at warehouse locations. These units are scheduled for deployment beginning in 2026 and will be standardized with upgraded hardware, software, compliance features, and enhanced security.
Every one of those machines operates under BCBC’s two core Bitcoin ATM patents, reinforcing its intellectual-property position while scaling its footprint. This isn’t just expansion — it’s controlled, compliant expansion, which is critical in a sector that has seen regulators crack down on less disciplined operators.
To put it simply: you can’t run a national ATM network on hope and duct tape. BCBC is building something institutional-grade.
Security, Trust, and the Institutional Angle
Another under-the-radar but extremely important development is BCBC’s expanded partnership with Sailo Technologies. Together, they’ve launched a Bitcoin treasury management platform designed for banks and publicly traded companies — not retail traders.
This platform addresses a real and growing need. Over 178 publicly traded companies now hold Bitcoin on their balance sheets, representing more than 1 million BTC. Managing those assets securely, compliantly, and in line with accounting standards is no longer optional — it’s mission critical.
As you can see, that’s not hype. That’s plumbing for corporate Bitcoin adoption. And it positions BCBC well beyond just ATMs — it puts them into the enterprise infrastructure conversation.
Market Tailwinds Are Very Real
The broader backdrop matters here. Independent research shows:
Over 38,700 crypto ATMs globally in 2025
The U.S. accounting for ~80% of installations
Market projections ranging from $3.8B to $26B+ over the next decade
Whether you take the conservative or aggressive estimate, the direction is clear. Access points for crypto are expanding, not shrinking. Companies with licenses, patents, and compliance baked in stand to benefit disproportionately.
BCBC isn’t betting on crypto going “to the moon.” It’s betting on crypto continuing to exist, be used, and require secure infrastructure. That’s a much more durable thesis.
Share Structure & Market Context
BCBC currently carries a market cap of roughly $52 million, with approximately 404 million shares outstanding. The restricted share count is significant, and the unrestricted float is relatively tight for a company of this size. While the authorized share count is large — as is common in this sector — the stock’s behavior suggests the market is rewarding execution rather than fearing imminent dilution.
Again, the key isn’t perfection. It’s trend and trajectory.
BFC Takeaway
Bitcoin Bancorp feels like a company that knows exactly what game it’s playing — and is built for it. Licensed infrastructure. Patent protection. Real hardware. Institutional services. And a chart that already proved it can move hard, then settle without collapsing.
This is not a trick play. This is lining up under center, running it straight ahead, and daring the defense to stop it.
When crypto sentiment improves — and when institutional participation continues to deepen — names like BCBC tend to run hard, because they’re already on the field doing the work.
Follow Bitcoin Bancorp:
🦬 LAST BUT NOT LEAST: Medcana | $SFWJ
Industry: Global Pharmaceutical Cannabis
Theme: Down on the scoreboard — but still very much in the game
Follow Medcana: @MedcanaCo
This is the one that makes people uncomfortable — and those are often the most interesting setups.
SFWJ is not a feel-good chart. It’s not a momentum darling. In fact, the stock has had the absolute stuffing knocked out of it. But if you stop at the share price, you miss the story entirely. And at Buffalo Fireside Chats, those are usually the names we slow down for, not walk away from.
With a market cap hovering around $1.2 million, SFWJ is trading like a company on life support — yet operationally, it’s acting like a company just getting warmed up. That disconnect is where asymmetry lives.
When the Price Lies but the Company Doesn’t
One of the biggest tells with SFWJ has been communication. This company hasn’t gone silent. Quite the opposite. Through its MedCana brand, management has been consistently updating the market via X with real operational milestones — not vague promises.
We’re talking about:
Completed full-scale harvests
Yields exceeding revised projections
Higher-than-expected THC and terpene levels
Processing facilities coming online
Commercialization timelines being openly discussed
That’s not what abandoned OTC shells do. That’s what companies do when they’re actually executing, even while the market isn’t paying attention.
A Macro Tailwind That Actually Matters
The timing here is also notable. Recent reports suggesting that President Trump may move to reclassify marijuana at the federal level have reignited interest across the cannabis sector. When headlines hit, large-cap names ripped immediately — Tilray, Canopy, ETFs — all flying.
But here’s the thing: Those companies already price in optimism.
Micro-cap international operators like MedCana don’t.
If federal policy loosens, it doesn’t just impact U.S. MSOs — it improves:
Banking access
Capital flows
Institutional willingness to engage
Global supply-chain legitimacy
MedCana openly acknowledged this macro shift and didn’t hide from it. They leaned into it, positioning themselves as a pharma-grade global supplier ready to scale if access opens up.
Colombia Is Producing. Australia Is Expanding.
This is where SFWJ quietly separates itself from a lot of OTC cannabis names.
MedCana isn’t still “planning” to grow. They’re growing now.
In Colombia:
That’s real supply-chain progress.
At the same time, the company is moving forward with a licensed expansion into Australia, acquiring pharmaceutical cannabis licenses to import and distribute product into one of the fastest-growing medical cannabis markets in the world.
This isn’t a single-country story. It’s a global footprint forming — Latin America feeding Asia-Pacific and Europe.
Share Structure: An Underrated Signal of Intent
Now let’s talk about something OTC investors almost never get — share discipline.
Earlier this year, SFWJ announced actions to reduce and stabilize the share structure, including:
Cancellation of 16,193,760 shares
Swapping 72,750,081 common shares into preferred stock
Total reduction of 88,943,841 shares from the outstanding count
Those preferred shares cannot convert back to common for 12 months, which matters. It tells you management is thinking about long-term value, not just near-term dilution.
In a market where many companies bloat the structure at the first sign of oxygen, this move stands out.
It’s not flashy — but it’s responsible.
Right now, SFWJ trades at a market cap that implies nothing works.
Yet:
Production is happening
Harvests are exceeding expectations
Global expansion is underway
Management is communicating
Share structure is being actively managed
That doesn’t mean success is guaranteed — it never is. But it does mean the risk-reward skew is extreme.
This is the kind of setup where you don’t need perfection. You just need continued execution — and the market to eventually notice that the scoreboard doesn’t match what’s happening on the field.
BFC Takeaway
SFWJ feels like the Bills late in a tough game (e.g. the recent Patriots beat-down) — written off by everyone watching the ticker, but still moving the ball when it matters. This is not a momentum trade. It’s a deep-value, high-asymmetry situation tied to a sector that may be entering a long-awaited regulatory shift.
At a $1M market cap, even modest operational success changes the conversation dramatically.
This one doesn’t need hype. It needs time, execution, and a few breaks to go its way.
And when those happen?
That’s when stocks like this don’t just bounce — they run hard.
Follow Medcana: @MedcanaCo
This content is for education and entertainment only, not financial advice. We’re not your financial advisor — we’re just guys talking stocks by the fire. Micro-cap and OTC stocks are volatile, risky, and can absolutely punch you in the face if you’re not careful.
Do your own due diligence. Read filings. Know the risks. Don’t bet rent money. We may own some of the stocks mentioned and can buy or sell at any time.
Past performance doesn’t guarantee future results — just like one good Josh Allen drive doesn’t win the game.....or does it...🤔
🦬 Go Bills!
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