Btcs S.a. · NEWCONNECT:BTF
Btcs — Investor Presentation (February 2026)
18 slides from Btcs's investor presentation, February 2026
Slide 1: BTCS Investor Presentation Q4 2025
BZ BTCSsa The first Polish public company leveraging blockchain infrastructure for digital asset management. Investor Presentation Q4 2025 @ https://btcs.com.pl
Slide 2: BTCS — Who We Are?
BTCS — Who We Are? e Weare building Poland's first Digital Asset Treasury Company (DATCO) with the ambition of becoming one of the largest firms of its kind in Europe. We raise capital from investors and allocate it to building blockchain infrastructure and a secure, diversified digital asset portfo
Slide 3: Addressing Market Needs
Addressing Market Needs Legal Restrictions for Family Foundations Polish family foundations have limited ability to hold cryptocurrencies directly in a tax-efficient manner. Regulations either prohibit direct acquisition of cryptocurrencies or tax all gains from such investments, while investments i
Slide 4: Total cryptocurrency holdings of all DATCOs
142 66 137.3 USD bn Total cryptocurrency holdings of all DATCOs as of October 2025 28 35 9 13 2020 2021 2022 2023 2024 2025 Cryptocurrencies 42.7 USD bn purchased by DATCOs in 2025 YTD
Slide 5: DATCO leaders and share price increase
Strategy 70,7 BitMine Immersion 12,9 +760% Strategy share price increase over the past 6 years (as of February 5, 2026) MARA Holdings 5,9 XXI 4,8 BitMine share price Metaplanet 3,4 +180% increase since IPO in June 2025 (as of February 5, 2026)
Slide 6: Business Model: Self-Reinforcing Cycle
Business Model: Self-Reinforcing Cycle a. Capital Allocation BTCS S.A. raises capital through share issuances and allocates it to acquiring crypto assets — Bitcoin (BTC), ZIG, and CORE — which are then used for validation operations and profit- generating DeFi strategies. BTCSs.. hy Validation Opera
Slide 7: Validation Rewards, Economies of Scale, Public Company Transparency
Validation Economies of Public Company Rewards Scale Transparency Staking Returns Stable Revenue & Value Growth
Slide 8: Revenue Streams
Revenue Streams Revenue streams from block rewards, network fees, and yield opportunities in DeFi and RWA ecosystems. Ecosystem BTCS S.A. generates revenue from diversified DeFi and RWA ecosystems, leveraging opportunities for sustainable yields. BTCSs.. Revenue Sources Block Rewards High validator
Slide 9: Net Asset Growth, Yield Generation, Other Revenue
Net Asset Growth (mNAV) Value of the digital asset treasury Yield Generation From staking and asset lending BTC PLN/USD Other Revenue From business consulting and financial advisory
Slide 10: Generated yield and BTC holdings
Generated yield / net assets +27,01% in H2 2025 Our BTC holdings TOP 100 137,7 BTC as of December 31, 2025 global DATCOs We rank 98th in the TOP 100 Digital treasury value BTC holders according to 73,9 mln PLN as of December 31, 2025 Bitcoin Treasuries Net +2,522 BTC BTC generated as options premium
Slide 11: BTCS digital treasury structure as of 31.12.2025
Struktura skarbca cyfrowego BTCS wg stanu na dzień 31.12.2025 17% Others USD 59% BTC 24%
Slide 12: Strategic Partners and Platforms
Strategic Partners and Platforms | Technology Partners | Tradingand Custody Platforms %4 SOlV @corE Solv.Finance’s BTC+ platform enables us to deploy BTC resources on-chain, generating yield-bearing liquidity while maintaining BTC exposure. CoreDAO is our primary yield engine, where we operate valid
Slide 13: Shareholder structure
Shareholder Number of Shares % TTP Limited (Wojciech Kaszycki) 14 684 633 38,21% Bioinfo Corporation 7 051 533 18,35% Core Foundation 6 033 333 15,70% Disrupt Capital SPV Ltd. 4 550 000 11,84% Hpye Tech Ltd. 3 008 333 7,83% Others 3 105 367 8,07% Total 38 433 199 100,00%
Slide 14: Family Foundations, Investment Funds, Crypto & DeFi Investors
Family Foundations Investment Funds Crypto & DeFi Investors
Slide 15: Benefits for Shareholders
Benefits for Shareholders + Diversified Portfolio + Trusted Partners By becoming a Company SISTER Proven partnerships and years of experience reduce risk pouealtlaccess| ul evasuan) and maximize returns in the demanding cryptocurrency dynamic world of digital assets. and DeFi market. + Passive Inves
Slide 16: Long-Term Vision
Long-Term Vision 4 Foundation Raised $7.4M to establish the initial digital asset treasury and launch the first validator. , BTCSs, _-e Expansion Continued fundraising to develop a multi-asset strategy and increase returns through additional validators and diversified strategies in DeFi and RWA ecos
Slide 17: Summary
Summary * Consistent Returns The Bitcoin yield overlay creates a robust strategy, combining BTC as a portfolio foundation with dynamic ecosystems that deliver above-average returns without introducing excessive leverage. e Public, transparent validator rewards disclosure BTCS S.A. offers investors a
Slide 18: BTCS S.A. contact
Z Bz BTCS S.A. BTCS S.A. offers investors a unique opportunity to gain exposure to the rapidly growing blockchain infrastructure, with a focus on the Bitcoin ecosystem. The company’s comprehensive business model, strategic partnerships, and experienced Contact us: management team position it as a le