Avax One Technology Ltd. · NASDAQ:AVX
Avax One Technology — Investor Presentation (September 2025)
19 slides from Avax One Technology's investor presentation, September 2025
Slide 1: Project Snowball: The Avalanche Treasury Company
SEPTEMBER 2025 PROJECT SNOWBALL THE AVALANCHE TREASURY COMPANY AUGUST 2025 CONFIDENTIAL
Slide 2: Disclaimer
DISCLAIMER Forward-Looking Statements This presentation (the "Presentation") includes certain statements, estimates, targets, and projections that may constitute "forward-looking statements" within the meaning of the federal securities laws. All statements other than statements of historical fact in
Slide 3: Key Investment Highlights
KEY INVESTMENT HIGHLIGHTS Multiple industry-wide tailwinds including accelerating institutional adoption, expanding real-world use cases, 01 Strong Market Momentum and increasing regulatory clarity WHY NOW, WHY DATS The Digital Asset Treasury (DAT) strategy uniquely combines growth and strategic ini
Slide 4: Transaction Overview
TRANSACTION OVERVIEW EQUITY TERMS ILLUSTRATIVE SOURCES & USES Issuer AgriFORCE Growing Systems Ltd. (NASDAQ: AGRI) Sources ($M) Uses ($M) AVAX (M)(2) Equity Raise Proceeds – AVAX Purchases $130 8.2 $146 Capital Raise Type Common Stock Cash AVAX In-Kind $146 4.3 Equity Raise Proceeds – Contribution T
Slide 5: Crypto Is Entering Its Institutional Era
CRYPTO IS ENTERING ITS INSTITUTIONAL ERA Supportive policy, regulation, and adoption are generating significant tailwinds for digital assets Policy Makers Regulators Industry Growth “The digital asset industry plays a crucial Since the Bitcoin ETF approval in January 2024, BTC price has May ‘24 U.S.
Slide 6: DATs Deliver Consistently Outsized Returns
DATS DELIVER CONSISTENTLY OUTSIZED RETURNS Current Current Share Price Before Price Performance NASDAQ Current Company Currency Market Cap ($M) Share Price ($) Announcement(1) ($) Since Announcement (%) Over Same Period (%) mNAV (x) $98,767 $344.75 $11.58 2,877% 116% 1.3x 13,461 61.29 $4.96 1,136 15
Slide 7: Highly Attractive Entry mNAV Multiple
HIGHLY ATTRACTIVE ENTRY MNAV MULTIPLE 0.68x (1) 1.00x (2) 1.06x (3) 1.07x (4) 1.14x (5) 1.18x (6) 1.26x (1) Based on latest investor presentation (2) Based on $415M in ETH acquired and 71M shares outstanding; (3) Based on $193M in ETH acquired and 41M shares outstanding; (4) Based on $244M in ETH ac
Slide 8: Avalanche-at-a-Glance
AVALANCHE-AT-A-GLANCE Robust Web3 Solutions Superior Versatility Size & Scalability Empowers partners to build fully Sub-second time-to-finality Currently secured by 1,300 full customizable, interoperable Web3 compared to Ethereum’s 6 – 12 validators. 1,000+ live ecosystems with complete minutes and
Slide 9: Unmatched L1 Customizability
UNMATCHED L1 CUSTOMIZABILITY INTRA-NETWORK CHAIN-LEVEL INTEROPERABILITY PERMISSIONING OPTIONS ▪ Facilitate seamless cross chain communication between L1s without ▪ Only approved participants can serve as validators third party bridges or additional trust assumptions ▪ Only approved participants can
Slide 10: Avalanche Tokenization Industry Partners
AVALANCHE TOKENIZATION INDUSTRY PARTNERS Asset Layer Infrastructure Layer Fiat (FX) Tokenization Platforms MMFs DeFi Apps Equity & Custodians & Credit Wallets Real Estate & Compliance Home Equity MBS Oracles Avalanche in the News Asset Manager VanEck Joins Tokenization Race Uptop Expands NBA Loyalty
Slide 11: 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 Managing Partner, Head o
Slide 12: World Class Board and Advisory Team
WORLD CLASS BOARD AND ADVISORY TEAM Strategic Advisors Board of Directors Anthony Scaramucci Brett Tejpaul To Be Revealed Matt Zhang Xiao-Xiao Zhu Young Cho Dan Mendes Strategic Advisor Advisor Advisor Director Director Director Director ▪ Founder & ▪ Head of Coinbase ▪ Founder & ▪ Digital Operating
Slide 13: Expected to Be Cash Flow Positive from Day 1
EXPECTED TO BE CASH FLOW POSITIVE FROM DAY 1 Ability to generate strong topline revenue and be profitable day one through Avalanche's high native yield; additional yield opportunities are also available within its ecosystem ~$422M Total Staked AVAX ~6.7% Annual Staking Yield(1) ~$28M Annual Revenue
Slide 14: Premium Infrastructure Stack and Partners
PREMIUM INFRASTRUCTURE STACK AND PARTNERS Planned Strategic Partners Network Access Extensive network relationships unlock access to top-tier service providers on preferred terms Scalable Infrastructure Institutional-grade infrastructure that scales across strategies, asset classes and geographies w
Slide 15: Well Orchestrated Post-Transaction Management
WELL ORCHESTRATED POST- TRANSACTION MANAGEMENT Brand Visibility Enhanced Transparency ✓ Enhance Wall Street Sell-Side coverage ✓ Regular updates on treasury for liquidity and institutional awareness transactions and key metrics ✓ Curated marketing campaigns to drive ✓ Targeting real-time dashboards
Slide 16: Appendix
APPENDIX CONFIDENTIAL
Slide 17: Pro Forma mNAV Calculation
PRO FORMA MNAV CALCULATION PRO FORMA NET ASSET VALUE ($M) PRO FORMA MARKET CAPITALIZATION PIPE Cash Investment $146 PIPE Price per Share $2.36 Locked AVAX In-Kind Contribution $146 PIPE Shareholders 111.5 Pubco Cash on Balance Sheet $0.4 Existing PubCo Shareholders 4.7 Total Gross Proceeds $293 Othe
Slide 18: Staking Rate Comparison
STAKING RATE COMPARISON AVAX provides competitive staking yield that exceeds the rewards rates of many other leading network tokens AVAX ETH BTC 6.70% 3.01% 0% PRR PRR PRR BNB TON HYPE 2.28% 4.45% 2.26% PRR PRR PRR ADAADA SOL SUI 2.52% 8.08% 2.34% PRR PRR PRR Note: PRR data based on Blockdaemon, Sta
Slide 19: Important Notice & Risk Disclosure
IMPORTANT NOTICE & RISK DISCLOSURE Risks Related to the Company's Business and AVAX Strategy and Holdings • The Company's financial results and the market price of the Common Stock may be affected by the prices of AVAX. • Investing in AVAX will expose the Company to certain risks associated with AVA
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