Avax One Technology Ltd. · NASDAQ:AVX
Avax One Technology — Investor Presentation (July 2026)
23 slides from Avax One Technology's investor presentation, July 2026
Slide 1: Power-First Digital Infrastructure at the Intersection of AI and the Onchain Economy
Power-First Digital Infrastructure at the Intersection of AI and the Onchain Economy 1 INVESTOR PRESENTATION | NASDAQ:AVX | July 2026
Slide 2: Disclaimers
Disclaimers GENERAL The contents of this presentation are not to be construed as legal, regulatory, business, accounting or tax advice. You should consult your own attorney, business advisor, accountant and tax advisor as to legal, regulatory, business, accounting and tax advice. Any reproduction of
Slide 3: Industry Leading Executive Team
Industry Leading Executive Team Pete Wylie Chris Polimeni INTERIM CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER CHIEF OPERATING OFFICER • Seasoned entrepreneur and finance executive with multiple • Veteran CFO with 35+ years of experience leading exits, including serving as CFO of Napster Holdin
Slide 4: Why AVAX One
Why AVAX One Exposure to a Category-Defining Blockchain Power-First AI/HPC Infrastructure Built for the Gaps Hyperscale Cannot Fill Avalanche is emerging as the preferred settlement layer for tokenized assets and institutional Modular, behind-the-meter data centers deployable in months, targeting th
Slide 5: Three Pillar Operating Model
Three Pillar Operating Model INDEPENDENT PILLARS FUND THE BAILOUT – OPERATIONS OVER SPECULATION, INFRASTRUCTURE OVER PASSIVE TREASURY PILLAR I · PRIMARY GROWTH ENGINE PILLAR II · OPERATING CASH FLOW PILLAR III · STRATEGIC TREASURY AI / HPC Modular Data Centers Bitcoin Mining Avalanche Treasury Profi
Slide 6: The AI/HPC Infrastructure Opportunity
The AI/HPC Infrastructure Opportunity 6 INVESTOR PRESENTATION | NASDAQ:AVX | July 2026
Slide 7: The AI/HPC Opportunity: The Missing Middle
The AI/HPC Opportunity: The Missing Middle DEMAND IS ACCELERATING WHILE THE HYPERSCALE MODEL STRUCTURALLY UNDERSERVES THE FASTEST -GROWING SEGMENT Why The Hyperscale Model Falls Short MARKET IN NUMBERS 2,400+ GW Latency Constraints 01 Surgical robotics, manufacturing automation, and real-time fraud
Slide 8: Power First Infrastructure Model
Power First Infrastructure Model BEHIND-THE-METER NATURAL GAS GENERATION ELIMINATES THE PRIMARY BOTTLENECK FACING AI/HPC DATA CENTER DEPLOYMENT Behind-the-Meter Power Modular and Scalable Tier-3 Architecture Alberta Advantages Monetization Flexibility Power is generated on-site using on-site Capacit
Slide 9: Alberta 10 MW Flagship — Development Progress
Alberta 10 MW Flagship — Development Progress ONE OF ALBERTA'S FIRST DEDICATED BEHIND-THE-METER AI/HPC MICRO-GRID DATA CENTERS, TARGETING Q1 2027 CLIENT DEPLOYMENT PROJECT SPECIFICATIONS DEVELOPMENT MILESTONES Site Engineering & Power Profile From FEED to Client Deployment SI TE CA PA CI TY 10 MW to
Slide 10: Avalanche & the Onchain Economy
Avalanche & the Onchain Economy 10 INVESTOR PRESENTATION | NASDAQ:AVX | July 2026
Slide 11: Avalanche-at-a-Glance
Avalanche-at-a-Glance Institutional Adoption Trusted by leading global financial institutions including Apollo, Citi, J.P. Morgan and KKR for and RWA Leadership tokenization and custom blockchain deployments Empowers partners to build fully customizable, interoperable Web3 ecosystems with complete R
Slide 12: Avalanche Tokenization Industry Partners
Avalanche Tokenization Industry Partners ASSET LAYER INFRASTRUCTURE LAYER FIAT (FX) FIAT (FX) MMFS DEFI APPS EQUITY CUSTODIANS & CREDIT & WALLETS REAL ESTATE COMPLIANCE & HOME EQUITY MBS ORACLES in the News MAY 2025 MAY 2025 JUL 2025 AUG 2025 SEP 2025 NOV 2025 DEC 2025 CoinDesk Toyota Avalanche Bitc
Slide 13: Digital Asset Treasury Operating Playbook
Digital Asset Treasury Operating Playbook 13 INVESTOR PRESENTATION | NASDAQ:AVX | July 2026
Slide 14: Introducing AVAX One
Introducing AVAX One: BUILDING THE ONCHAIN FINANCIAL ECONOMY POWERED BY THE AVALANCHE NETWORK Platform Expansion Capital Formation Reinvest to Build the Onchain Fintech Ecosystem Raise Capital to Acquire AVAX Compounding & Cash Flow Core Yield Engine Compound AVAX Holdings and Generate Free Cash Flo
Slide 15: Multiple Levers to Generate Revenue and Sustainable OnChain Yield
Multiple Levers to Generate Revenue and Sustainable OnChain Yield AVAX ONE CAN GENERATE YIELD THROUGH MULTIPLE COMPLEMENTARY MECHANISMS, ENABLING DISCIPLINED OPTIMIZATION ACROSS MARKET CONDIT IONS Native AVAX Staking MEV and Validator Optimization (Core Yield Engine) (Incremental Yield) • AVAX staki
Slide 16: Staking Rate Comparison
Staking Rate Comparison AVAX PROVIDES COMPETITIVE STAKING YIELD THAT EXCEEDS THE REWARD RATES OF MANY OTHER LEADING NETWORK TOKENS 7.26% AVAX 2.93% ETH 0% BTC 2.28% BNB 4.45% TON 2.26% HYPE 2.52% ADA 8.08% SOL 2.34% SUI Note: PRR data based on Blockdaemon, Staking rewards and Avalanche as of Decembe
Slide 17: Institutional-Grade DeFi Opportunities
Institutional-Grade DeFi Opportunities Lending DEXs and Borrowing and Liquidity Infrastructure Capital-efficient yield through established, audited protocols Fee generation via selective liquidity provisioning on Avalanche-native venues Liquid Staking Real-World Assets and Yield Products and Tokeniz
Slide 18: Investment Highlights
Investment Highlights First Public-Market The first Nasdaq-listed, institutional-grade vehicle offering regulated, pure-play exposure to the Gateway to Avalanche Avalanche ecosystem and the growth of onchain finance. Power-first data centers in energy-advantaged regions serve the fast-growing infere
Slide 19: Contact Us
CONTACT US INVESTOR RELATIONS: Sean Mansouri, CFA or Aaron D’Souza ELEVATE IR 720.330.2829 AVX@ELEVATE-IR.COM 19 INVESTOR PRESENTATION | NASDAQ:AVX | July 2026
Slide 20: Appendix
Appendix 20 INVESTOR PRESENTATION | NASDAQ:AVX | July 2026
Slide 21: World Class Board and Advisory Team
World Class Board and Advisory Team Strategic Advisors Board of Directors Anthony Scaramucci Brett Tejpaul Matt Zhang Xiao-Xiao Zhu Young Cho Dan Mendes Amy Griffith ADVISOR ADVISOR CHAIRMAN OF THE BOARD DIRECTOR DIRECTOR DIRECTOR DIRECTOR • Founder and Managing • Head of Coinbase • Founder and Mana
Slide 22: Premier Digital Asset Leaders
Premier Digital Asset Leaders Leveraging 85+ years of combined experience from top crypto and financial institutions to drive innovation, operational excellence, and market agility Matt Zhang Richard Skeet Jake Greenstein Emmanuel Vallod Stanley Huo FOUNDER, MANAGING PARTNER PARTNER, HEAD OF RESEARC
Slide 23: Disclaimer
Disclaimer INDUSTRY / MARKET DATA TRADEMARKS In this presentation, AVAX One relies on and refers to certain information and statistics regarding the markets and This presentation may contain trademarks, service marks, trade names and copyrights of other companies, which are the industries in which A
AVAX One Technology — Investor Presentation (July 2026) on 6ix