Coincheck Group N.v. · NASDAQ:CNCK
Coincheck — Investor Presentation (August 2026)
18 slides from Coincheck's investor presentation, August 2026
Slide 1: One integrated digital finance platform. Connection. Resilience. Growth.
NASDAQ: CNCK One integrated digital finance platform. Connection. Resilience. Growth. COINCHECK GROUP, AUGUST 2026
Slide 2: Disclaimer
Disclaimer No Offer or Solicitation This presentation is for informational purposes only and shall not constitute an offer to sell, or the solicitation of an offer to buy, any securities. Cautionary Statement Regarding Forward-Looking Statements This presentation contains “forward-looking statements
Slide 3: Contents
Contents 1. Anticipated Regulatory Developments in Japan 2. Mega Trend 1: Crypto-as-a-Service 3. Mega Trend 2: Institutional Unlock 4. Annexes COINCHECK GROUP, AUGUST 2026 3
Slide 4: Anticipated Regulatory Developments in Japan
Anticipated Regulatory Developments in Japan COINCHECK GROUP, AUGUST 2026 4
Slide 5: We View Anticipated Regulatory Developments in Japan as a Three-Stage Roadmap
We View Anticipated Regulatory Developments in Japan as a Three-Stage Roadmap The question is no longer whether Japan regulates crypto. 2026 Diet (2027-2028 expected rollout) 2027-28 onward Target ~2028 NOW / NEXT NEXT THEN STAGE 1 STAGE 2 STAGE 3 Move to FIEA Jurisdiction Institutional Product Chan
Slide 6: Mega Trend 1: Crypto-as-a-Service
Mega Trend 1: Crypto-as-a-Service COINCHECK GROUP, AUGUST 2026 6
Slide 7: Crypto-as-a-Service Unlocks Two Retail Channels
Crypto-as-a-Service Unlocks Two Retail Channels Under an introducing broker agreement, Coincheck sits behind another company's front end. That reaches the two places Japanese retail money and risk appetite actually live: a ¥1,140tn cash pile, 40% targeted to be pushed more into investment, and a poi
Slide 8: Channel 1 — Turning Idle Cash into Allocation
Channel 1 — Turning Idle Cash into Allocation The cash is not un-invested by choice. Japan built the accounts, not the product menu — and every yen of that ¥1,140tn already sits inside a bank, broker or app that a client trusts. CaaS puts crypto on that shelf. ¥1,140tn in cash The distributor Introd
Slide 9: Channel — Points as the On-Ramp With Zero Cash Risk
Channel 2 — Points as the On-Ramp With Zero Cash Risk Points are a parallel currency in Japan, and 20M+ people already “invest” them. Issuers need new ways to make points feel valuable; retail treats spending points as risk-free. CaaS turns both into crypto adoption. ¥2.8tn 56% 20M+ of points issued
Slide 10: The Proof: Coincheck Group as the partner of choice
The Proof: Coincheck Group as the partner of choice CaaS embedded via API 1 Live since Jun 2026 2 In development Mercari / Mercoin Credit Saison • First production CaaS deployment – • 4-area alliance – points/loyalty, crypto inside the Mercari app. payments x crypto, co-marketing, • 15 coins, bought
Slide 11: Mega Trend 2: Institutional Unlock
Mega Trend 2: Institutional Unlock COINCHECK GROUP, AUGUST 2026 11
Slide 12: The Turn: Japan's Institutions Have Moved From "NO" to "Getting Ready"
The Turn: Japan’s Institutions Have Moved From “NO” to “Getting Ready” The unlock is linked to ETFs, Mutual Funds and other regulated products. Sentiment & Intent - Japanese Institutions 1 Intent has turned (Survey: LASER DIGITAL × NOMURA, N=518) Positive sentiment rose (25%→31%), negatives fell (23
Slide 13: Building Japan's Crypto ETF & Funds – Integrated Group Capabilities
Building Japan’s Crypto ETF & Funds – Integrated Group Capabilities Market Access Rails (Partners) What Institutions Need Investors Partners JPX / Market Partners 1 Product / AM design Retail & institutions Securities firm Listing venue Trust bank / AP End clients Distribution Listed ETF Trustee - c
Slide 14: Annexes
Annexes COINCHECK GROUP, AUGUST 2026 14
Slide 15: Annex 1: International Comparison - Where Household Capital Sits
Annex 1: International Comparison - Where Household Capital Sits Japan is a clear outlier: household financial assets are 51% in cash and deposits, versus 12% in the United States and 32% in the Euro area (1Q 2025). Japan still has the largest pool of household capital sitting outside equities, fund
Slide 16: Annex 2: From Savings to Asset Formation — Japan's 20-Year Policy Arc
Annex 2: From Savings to Asset Formation — Japan’s 20-Year Policy Arc Japan spent two decades building tax-advantaged accounts (NISA) — flows scaled, but cash still holds ~48.5% of household assets (¥1,140tn, BOJ Dec 2025). The government's own verdict: "halfway there" (Cabinet, Jun 2025). The next
Slide 17: Annex 3: Potential inflows through regulated products
Annex 3: Potential inflows through regulated products Two independent lenses — demand and supply — both point to Japan's pool sizing in the trillions of yen. Sizing Japan’s Potential Inflow — From First Principles ¥2.3T ETF structural ratio — supply-side ¥3.6T Japan's crypto holdings today × 1.6× US
Slide 18: One integrated digital finance platform. Connection. Resilience. Growth.
NASDAQ: CNCK One integrated digital finance platform. Connection. Resilience. Growth. For Investor Relations, contact: coincheckIR@icrinc.com COINCHECK GROUP, AUGUST 2026
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