Exodus Movement, Inc. · AMEX:EXOD
Exodus Movement — Q2 2025 Earnings Presentation
19 slides from Exodus Movement's earnings presentation, 2025
Slide 1: Exodus Movement, Inc. Company Presentation - Q2 2025
63 Exodus Movement, Inc. Company Presentation - Q2 2025
Slide 2: Forward looking statements
Forward looking statements This presentation contains “forward-looking statements” as that term is However, there can be no assurance that our expectations, beliefs, and defined by the federal securities laws. All forward-looking statements are projections will be achieved. Forward-looking statement
Slide 3: Exodus Mission
Exodus Mission Empowering individuals to control their lives in a digital world
Slide 4: Investment Highlights
Investment Highlights Secure & trusted platform to easily acquire, self-custody and trade digital assets Expanding market and regulatory tailwinds Founded 2015 in Omaha, Nebraska USA Purpose built platform for future of digital money ~$23B Exchange volume since 2017 Large addressable market and user
Slide 5: Delivering Trusted Access to the Future of Finance
Delivering Trusted Access to the Future of Finance Financial infrastructure must rapidly evolve with technological advancements and supportive digital assets regulation Problem Exodus Solution • Legacy infrastructure of existing • Digital native, differentiated financial systems technology and platf
Slide 6: Large and Expanding Total Addressable Market
Large and Expanding Total Addressable Market $3T+ Global crypto $37T+ Stablecoins $95T+ market cap1 Transaction Global Volume2 M2 Supply3 1 Coin Market Cap, as of July 2025 2 Visa Onchain Dashboard, as of July 2025 3 Street Stats, as of July 2025
Slide 7: Exodus Platform & Wallet
Exodus Platform & Wallet Delivering self-custody of digital assets and deep liquidity across 40+ blockchain networks, thousands of pairs Self Custody Payments Enhanced security and privacy Supports vast spectrum of through self-control of digital stablecoins across all relevant assets blockchains Fi
Slide 8: Exodus B2B Offerings
Exodus B2B Offerings Exodus offers a wide range of partners access to its platform via APIs to support digital assets Exchange Aggregator-as-a- Frictionless solution to embed Payment rails enabling users to Service - a full branded wallets directly within user purchase stablecoins and experience or
Slide 9: Representative Exodus Partners
Representative Exodus Partners Partners access Exodus’ platform to transact via API Leading hardware wallet for digital assets Web3 wallets for NFTs Our collaboration with Exodus represents our mission to We are consistently striving to improve the functionality deliver more choice to users and aims
Slide 10: Business Model
Business Model A simple, competitive flow – digital asset-native, from quote to settlement, powered by API partners Users API Partners API Partners End user provide Exchanges Exodus users propose competitive transaction quote to fulfill Aggregators Institutions and order enterprises Merchants Paymen
Slide 11: Exodus Positioned to Benefit From Major Tokenization Trends
Exodus Positioned to Benefit From Major Tokenization Trends Stablecoins accelerate adoption and trading of digital assets, including tokenized stocks, bonds, and other RWA Stablecoins are rapidly Exodus has been supporting Exodus has built a secure, modernizing today’s financial stablecoin functiona
Slide 12: Exodus is Poised for the Next Phase of Growth
Exodus is Poised for the Next Phase of Growth Benefit from Grow User Drive Partnerships Pursue Industry Base and Offerings Strategic Tailwinds Acquisitions • Positive regulatory • Increase awareness • Build on existing • Accelerate roadmap backdrop of Exodus offerings relationships • Scale up • Tech
Slide 13: Exodus Financial Highlights
Exodus Financial Highlights Focused on revenue growth, operational efficiencies, and leveraging strategic scale $127 million ~$23 billion 200+ LTM Revenue1 Exchange volume Headcount (Jan 1, 2017 - June 30, 2025) (FTE team members) 1 2 3 4 5 Scalable Numerous Capital Strong Strategic revenue growth e
Slide 14: Diversified Revenue Mix Fortifies Financial Profile
Diversified Revenue Mix Fortifies Financial Profile Revenue By Channel Revenue By Type Partnership strategy launch 2H2024 Broad exposure to multiple blockchains Partnerships 13% Other digital BTC assets 31% 33% Exodus Users 87% ETH Stablecoins2 12% 23% (% of total for LTM 6/30/25) (% of total for FY
Slide 15: Volume and Revenue
Volume and Revenue Annual Volumes Revenues +114% +107% $5.7B $116MM +48% +20% $3.6B $62MM $2.7B $56MM $2.4B $51MM 2023 2024 H1/24 H1/25 2023 2024 H1/24 H1/25
Slide 16: Balance Sheet
Balance Sheet Balance sheet is a significant strategic asset with no debt Cash, Treasury bills, and digital assets1 Bitcoin (BTC) Other ETH Digital Assets 2% +8% 2% Cash 2,058 17% ~$291 million BTC 63% 1,941 Bitcoin (BTC): $220.5MM Cash, cash equivalents, & USDC2: $58.1MM Ethereum (ETH): $6.8MM Othe
Slide 17: Visionary Leadership
Visionary Leadership Industry pioneers with crypto-native heritage bridging to a digital future JP Richardson Daniel Castagnoli Co-Founder Co-Founder & Chief Executive Officer & President of 3Zero James Gernetzke Matias Olivera Chief Financial Officer Chief Technology Officer Board of Directors JP R
Slide 18: Summary Highlights
Summary Highlights Expanding market and regulatory tailwinds Purpose built platform for future of digital money Large and growing user base Powerful ecosystem of global partners Scalable, high margin model Strategic balance sheet
Slide 19: Thank you
3 Thank you exodus.com