Fg Nexus Inc. · NASDAQ:FGNX
Fg Nexus — Investor Presentation (August 2025)
18 slides from Fg Nexus's investor presentation, August 2025
Slide 1: The Ethereum Treasury Company
The Ethereum Treasury Company ETH Accumulation. Yield Generation. Real-World Asset Tokenization. TICKER: FGNX AUGUST 2025 The FG® logo is a registered trademark of Fundamental Global®
Slide 2: Disclaimers
DISCLAIMERS This document does not constitute an offer to sell or solicitation of an offer to buy securities in any jurisdiction where, or to any person to whom, it is unlawful to make such offer or solicitation in such jurisdiction. This Presentation speaks as of August 13, 2025. The information pr
Slide 3: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This Presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). These statements are therefore
Slide 4: Executive Summary
EXECUTIVE SUMMARY FG Nexus is building a U.S. public company dedicated to Ethereum accumulation and on-chain yield generation, a capital markets vehicle engineered for one of the most important digital assets of this era. This is Ethereum’s MicroStrategy moment, but with staking yield, programmable
Slide 5: Leadership
LEADERSHIP Led by digital assets executives, capital allocators and operators Maja Vujinovic Kyle Cerminara, CFA Joe Moglia Larry Swets, CFA Jose Vargas Theodore Rosenthal CEO, Digital Assets Co-Founder, Chairman Co-Founder & Executive CEO, Merchant Banking Director, Senior Advisor President, Digita
Slide 6: Team's Successful Digital Assets & Wall Street Experience
TEAM’S SUCCESSFUL DIGITAL ASSETS & WALL STREET EXPERIENCE 6
Slide 7: The Ethereum Treasury Company
The Ethereum Treasury Company
Slide 8: Ethereum Overview
ETHEREUM OVERVIEW Digital Oil, Store of Value, and Global Reserve Asset for the Digital Economy Stablecoins: Ethereum’s Powerful Network Proven Reliability backed by “Killer App” Effects a Decade of Performance 1 METCALFE’S LAW 10 YEARS Stablecoins issued on Ethereum Ensures Ethereum’s value growth
Slide 9: Ethereum Flywheel
ETHEREUM FLYWHEEL Ethereum exhibits positive price-utility feedback. The more valuable ETH becomes, the more secure and useful the network becomes. Enables higher-value use cases attracting more institutional capital Higher network usage results in increased demand for ETH Increased demand raises pr
Slide 10: The Case for Ethereum
THE CASE FOR ETHEREUM Ethereum is ready to onboard trillions through institutional adoption and RWAs Institutional Adoption Among the first crypto assets to feature spot ETFs and listed options, serving as a foundational layer for the emerging corporate stablecoin ecosystem Ethereum is the world’s s
Slide 11: Ethereum's Real World Asset Dominance
ETHEREUM’S REAL WORLD ASSET DOMINANCE Tokenized Real World Assets Tokenized Stablecoins by DeFi Market Share Value by Network Market Cap Ethereum Aptos Polygon Ethereum Solana Binance Ethereum Tron Hyperliquid L1 7.5B 537.5M 348.6M 137.8B 9.9B Smart Chain 57.13% 3.95% 1.44% 5.3B Zksync Stellar Algor
Slide 12: Why Treasury Companies
WHY TREASURY COMPANIES Equity wrapper offers easier access, familiar security Leverages capital markets for ETH stacking, growing ETH/share Additional upside from staking, tokenization, and future product lines Operating business enables us to issue securities unlike ETFs or other investment act pro
Slide 13: MicroStrategy Shows the Model's Dominant Position
MICROSTRATEGY SHOWS THE MODEL’S DOMINANT POSITION 9/13/20 7/17/25 MoM BTC 26,400 118,617 4.5x MSTR 16 453.8 28.4x 10/10/23 7/17/25 MoM BTC 31,953 118,617 3.7x MetaPlanet 20 1,349 67.5x Sources: Google Finance 13
Slide 14: Shareholder Benefits
SHAREHOLDER BENEFITS Multiple ways to win The treasury company stock Treasury companies are a rises with the asset regulated wrapper for crypto. They bring in a larger pool of The premium to book capital that would prefer to value expands invest in securities instead of the underlying token. More ca
Slide 15: Compounding ETH Per Share
COMPOUNDING ETH PER SHARE FG Nexus will deploy a scalable treasury model to acquire, stake, and leverage ETH — delivering equity-like exposure with multi-layer yield and Ethereum-native upside Institutional Exposure Capital Markets Amplifying Ethereum’s Market Leadership & with Yield Advantage Netwo
Slide 16: Institutional Tokenization on Ethereum
INSTITUTIONAL TOKENIZATION ON ETHEREUM Franklin Templeton has transformed into one of Powered by USDC and EURC, and trusted by A leading decentralized insurance protocol Etherisc is an open-source protocol on Ethereum the world's largest asset managers built on a leading financial institutions since
Slide 17: FG Nexus Is Positioned to Tokenize Institutional-Grade RWAs
FG NEXUS IS POSITIONED TO TOKENIZE INSTITUTIONAL-GRADE RWA S Starting with reinsurance — bringing real-world cash flows onto Ethereum Turns illiquid assets into yield-bearing tokens Powers on-chain income streams backed by regulated entities Boosts ETH demand as settlement and collateral The Treasur
Slide 18: FG Nexus Is the Most Strategic ETH Exposure in Public Markets
FG NEXUS IS THE MOST STRATEGIC ETH EXPOSURE IN PUBLIC MARKETS FG Nexus delivers active ETH exposure with staking yield, tokenization upside, and capital markets execution, built to outperform ETFs, BTC vehicles, and passive crypto funds. Investor Highlights ⇢ Pure ETH exposure via a trusted public ⇢