Wonderfi Technologies — Investor Presentation (March 2024)
22 slides from Wonderfi Technologies's investor presentation, March 2024
Slide 1: Investor Presentation
Investor Presentation TSX:WNDR | OTCQB:WONDF March 2024
Slide 2: Disclaimer
DISCLAIMER This management presentation (the “Presentation”) is intended to provide an overview of the business of WonderFi Technologies Inc. and its affiliates, subsidiaries and partners (“WonderFi”, the “Company”, “we” or “our”). This Presentation has been prepared for information and discus sion
Slide 3: 1.6 Million+ Users Across All Brands, Over $1.5 Billion Assets Under Custody
Registered Canadian crypto trading First crypto-native investment dealer and marketplace with one of the largest marketplace to become a CIRO member The easiest way for businesses to send and selections of coins and the largest regulated firm with crypto trading and regulated receive crypto payments
Slide 4: Three Reasons To Invest
Three Reasons To Invest WonderFi provides investors diversified exposure across the global digital asset ecosystem Owner Of Market Significant Near-Term Diversified Revenue Leading Businesses Catalysts Streams Regulated crypto trading and Significant tailwinds in the $13M~ in Q4 2023 revenue staking
Slide 5: Diversified Exposure Across the Digital Asset Ecosystem
Diversified Exposure Across the Digital Asset Ecosystem Business Vertical WonderFi’s Market Position WonderFi Platforms WonderFi owns and operates two of Canada’s flagship brands leading the retail 1. Retail segment, consistently delivering both staking services and CIRO-regulated trading. White glo
Slide 6: Diversified Exposure Across the Digital Asset Ecosystem
Diversified Exposure Across the Digital Asset Ecosystem Business Vertical WonderFi’s Market Position WonderFi Platforms Two Crypto-native platforms offering regulated staking - a product that provides 4. Staking predictable revenue and increased user retention. The total dollar value of assets stake
Slide 7: Revenue Profile
Revenue Profile Retail Trades: 0.1% - 3.85% commission OTC Trades: 0.1% - 1.2% commission Retail Payments OTC 1-2% commission on CAD withdrawals 25% commission on staking rewards paid by protocols Fixed fee on crypto withdrawals 7% 39% 3% 0.8% on payment transaction volume 90% 53% Investment & inter
Slide 8: Crypto In Canada
Crypto In Canada Canada's crypto landscape has seen remarkable growth, both in adoption and regulation 13% of Canadians own a crypto asset with that number expected to grow Large international platforms have left Canada in recent years WonderFi has consolidated 5 of the 11 regulated platforms In Can
Slide 9: International Expansion Playbook
International Expansion Playbook WonderFi will be expanding to Australia in Q2 2024, and will focus on expanding internationally in 2024 Strong Marketing: High impact partnerships, affiliate marketing, and high performing paid acquisition channels. Regulatory Success : WonderFi has worked closely wi
Slide 10: Catalysts For Industry Growth
Catalysts For Industry Growth The tides are turning in the crypto industry, and WonderFi is poised to take advantage XRP Wins Lawsuit Bitcoin ETF Approval Bitcoin Halving 2024 Move To Regulation Vs. SEC On July 13, 2023 it was ruled The SEC approved 11 spot The next Bitcoin Halving event is More reg
Slide 11: Bitcoin Halving & Global Crypto Market Cap
Bitcoin Halving & Global Crypto Market Cap 2017-2018 Bull Run: • Bitcoin high of nearly USD $20,000. • Increased public interest and media attention. 2020-2021 Bull Run: • Bitcoin all-time high of USD $69,000. • Characterized by substantial institutional adoption and investment in cryptocurrencies.
Slide 12: Capital Structure
Capital Structure OWNERSHIP Retail Management & Board Mogo Inc. Common Shares: 650,886,214 14% RSU’s: 5,868,712 Options*: 15,988,194 11% Warrants**: 50,082,334 Fully Diluted: 725,367,103 Daily Trading Volume 75% 2,748,915 (30 day Average)***: Cash & Crypto ***: $37.4M CAD Investments ***: $15.7M CAD
Slide 13: Public Company Comparables
Public Company Comparables Enterprise Value / Sales Ratio Market cap Enterprise Value 2023 2024 2025 Comparable companies ($MM) (MM) $130 $105 3.8 2.0 1.8 Coinbase Global Inc. $31,177 $29,485 10.0 8.2 8.2 Bakkt Holdings Inc. $141 $206 3.5 2.4 2.3 BIGG Digital Assets Inc $74 $62 10.1 7.5 N/A Source:
Slide 14: Investment Highlights
Investment Highlights WonderFi provides investors diversified exposure across the global digital asset ecosystem Three Canada’s Diversified Market-Leading Strong Balance Largest Revenue Crypto Sheet Userbase Streams Platforms Proven Industry Poised For Economies of Regulated Consolidator Internation
Slide 15: Proven Leadership Team
Proven Leadership Team A team with executive experience across tech & finance, with a track record of launching new products in regulated industries Dean Skurka Cong Ly Gordon Brocklehurst Torstein Braaten Andrew Park CEO CTO CFO CCO CISO Co-Founder First Co-Founder of WonderFi, Former CoinSmart, Fo
Slide 16: Recent News & Operational Updates
Recent News & Operational Updates Recent Press Released Updates As Of March 20th: • WonderFi, through an acquired company FXI, will launch over-the-counter (OTC) trading services in Australia in Q2 2024, with plans to roll out a comprehensive suite of offerings for retail and institutional traders i
Slide 17: Appendix
APPENDIX TSX:WNDR | OTCQB:WONDF | WKN:A3C166
Slide 18: Bitbuy: one of Canada's leading regulated crypto trading platforms
100% owned by WonderFi Bitbuy is one of Canada’s leading regulated Crypto Trading Platforms, prioritizing security and customer service. Bitbuy offers trading, staking, and corporate solutions to retail and advanced traders, high-net-worth and institutional clients. Bitbuy Brand Ambassador Scottie B
Slide 19: Coinsquare: a leading cryptocurrency trading platform
100% owned by WonderFi Coinsquare is a leading cryptocurrency trading platform offering trading on mobile, web, or the Coinsquare Wealth OTC desk. Coinsquare is Canada's first Crypto-native Trading Platform registered as a CIRO investment dealer and marketplace member. Supported Assets Registered us
Slide 20: SmartPay: convert crypto transactions into fiat
100% owned by WonderFi SmartPay offers a seamless solution for businesses to convert high-volume cryptocurrency transactions into fiat currency. Providing instant settlements with no chargeback or pricing risk, it simplifies crypto transactions for the masses, bridging digital assets into the paymen
Slide 21: Tetra Trust: regulated digital asset custody
WonderFi is the single largest shareholder of Tetra with a 37% ownership stake Redefining the standard for digital asset custody - pioneering secure, regulated, and versatile solutions that adapt to its clients needs. Hot and cold wallet support, and broad digital asset support including NFTs. Canad
Slide 22: Thank You
THANK YOU For all investor inquiries, please contact: INVEST@WONDER.FI
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