Company holds 1,694 BTCOMAHA, Neb., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Exodus Movement, Inc. (NYSE American: EXOD) ("Exodus" or “the company”), a leading self-custodial cryptocurrency platform, today announced an update to selected digital asset holdings of Exodus’ corporate treasury, as well as updated user and exchange provider processed volume metrics, as of January 31, 2026:Exodus CFO James Gernetzke remarked: “At Exodus, we have been navigating crypto markets for almost 11 years, so we have significant ...

Group 1 - Exodus Movement, Inc. (EXOD) is ranked fourth in a list of high growth technology stocks that are profitable [1] - BTIG has lowered its price target for EXOD from $40 to $30 while maintaining a Buy rating, citing cautious volume assumptions for FY26 and FY27 [1] - As of December 31, 2025, EXOD's corporate treasury held 1,704 Bitcoin, down from 1,902 Bitcoin at the end of November [2] Group 2 - EXOD reported 1.5 million monthly active users and maintains a debt-free balance sheet, demonstrating disciplined capital management during product expansion [2] - The company offers a self-custody cryptocurrency wallet that supports over 100 digital assets, including features like staking and NFT support [3]

Core Insights - Exodus Movement, Inc. has ended 2025 with a debt-free balance sheet, highlighting its strong capital management during a period of product expansion [1][2] Financial Performance - The company fully repaid its debt to Galaxy Digital related to the acquisition of W3C, entering 2026 without any debt [2] - Monthly Active Users (MAUs) remained stable at 1.5 million as of December 31, 2025, unchanged from the previous month, indicating a loyal customer base [2] - Exchange provider processed volume for December 2025 was $360 million, a decrease from $549 million in November 2025, with 21% of December's volume coming from XO Swap partners compared to 36% in November [3] Digital Asset Holdings - As of December 31, 2025, Exodus held 1,704 BTC, down from 1,902 BTC in November 2025; 1,898 ETH, down from 2,802 ETH; and 12,473 SOL, down from 31,050 SOL [7]

Core Insights - Exodus Movement (EXOD) and CleanSpark (CLSK) are significant players in the cryptocurrency market, with EXOD focusing on self-custodial wallets and Web3 financial services, while CLSK is primarily a Bitcoin miner [1][2] Exodus Movement (EXOD) - EXOD has a market cap of over $3 trillion in cryptocurrency and has entered the stablecoin market, achieving $26 trillion in stablecoin transaction volume [3][4] - Revenues for EXOD increased by 51% year-over-year due to rising digital asset prices throughout 2025 [3] - The company experienced an 82% year-over-year growth in swap volume in Q3 2025, with 28% of this volume coming from B2B swaps [5] - EXOD has a robust balance sheet with $315 million in digital and liquid assets and no debt, leading to optimistic earnings growth projections [6] - The Zacks Consensus Estimate for EXOD's 2025 earnings has been revised upward in the past 60 days [6] CleanSpark (CLSK) - CLSK is transitioning from a Bitcoin mining company to a diversified digital infrastructure model, focusing on opportunities in the AI and high-performance computing (HPC) markets [8][9] - The company has a significant electricity and land portfolio of 1.3 gigawatts across the U.S. to support this transition [8] - CLSK has acquired a 285 MW site in Texas for an AI campus and identified a 250 MW site in Georgia for AI development [10] - Despite the transition, CLSK faces intense competition from other crypto mining companies and hyperscalers, which may constrain its bottom line [11] - The Zacks Consensus Estimate for CLSK's fiscal 2026 earnings has been revised downward in the past 30 days [11] Price Performance and Valuation - Over the past six months, EXOD shares have decreased by 53.8%, while CLSK shares have increased by 14.6% [12] - In terms of valuation, EXOD trades at a forward 12-month price-to-sales (P/S) multiple of 3.58X, compared to CLSK's 3.49X [13] Conclusion - EXOD is currently performing better in the crypto market, focusing on self-custodial wallets and stablecoin payments, while CLSK is pivoting towards AI and HPC infrastructure amidst competition and costs [15]

Core Insights - Exodus Movement, Inc. has partnered with MoonPay to launch a USD-backed stablecoin aimed at enhancing digital dollar experiences within the Exodus ecosystem [1] - The stablecoin will be issued and managed by MoonPay, utilizing M0's open stablecoin infrastructure [1] - This initiative builds on Exodus Pay, allowing users to spend and send money using stablecoins while maintaining self-custody [1] Company Overview: Exodus Movement, Inc. - Exodus is a financial technology firm focused on providing secure and user-friendly crypto software solutions [1] - Since its inception in 2015, Exodus has aimed to make digital assets accessible through multi-asset crypto wallets that prioritize design and ease of use [1] - The company offers self-custodial wallets, enabling customers to control their funds and perform crypto transactions [1] Company Overview: MoonPay - MoonPay, founded in 2019, is a financial technology company facilitating value transfer across fiat and digital assets [1] - The company claims to have over 30 million customers in 180 countries and supports more than 500 enterprise clients in the crypto and fintech sectors [1] - MoonPay provides a comprehensive integration for on- and off-ramps, trading, crypto payments, and stablecoin infrastructure, connecting traditional payment systems with blockchains [1] Strategic Expansion - The digital dollar will be available through MoonPay's distribution network, enhancing access and utility for users, partner applications, and merchants [1] - MoonPay's enterprise stablecoin business was launched in November 2025, focusing on issuing and managing fully reserved digital dollars across multiple blockchains [1] - The integration with M0 allows MoonPay to provide the necessary technology and distribution for enterprises to quickly bring stablecoin solutions to market [1]

Core Viewpoint - Securitize is set to launch a compliant, onchain trading experience for natively tokenized public stocks in Q1 2026, emphasizing that these are real, regulated shares rather than synthetic products [1][4] Group 1: Tokenization and Ownership - Current tokenized stock offerings often provide exposure rather than true ownership, relying on derivatives and offshore structures that introduce risks and compliance issues [2] - Securitize's model ensures that investors own regulated public-company equity, are listed on the issuer's cap table, and receive full shareholder rights, including dividends and voting [3][4] Group 2: Infrastructure and Compliance - Securitize acts as the SEC-registered transfer agent, with blockchain technology serving as the authoritative record of ownership, making the token legally recognized as a share [3] - The company aims to share its knowledge and infrastructure with the broader ecosystem to promote responsible growth in tokenization across the industry [5] Group 3: Market Impact and Future Prospects - The launch of this trading experience is expected to change the landscape of natively tokenized public stocks, allowing for real-time trading onchain while adhering to regulatory requirements [4] - Initial offerings will be selective, but as the benefits of true onchain ownership are recognized, rapid expansion is anticipated [4]

Core Insights - Exodus Movement, Inc. has partnered with MoonPay to launch a fully reserved, USD-backed stablecoin aimed at enhancing digital dollar experiences within the Exodus ecosystem [1][2] - The stablecoin will facilitate everyday payment experiences through the Exodus app, allowing users to spend, send money, earn rewards, and maintain self-custody without needing extensive cryptocurrency knowledge [2][3] Company Overview - Exodus is a self-custodial digital asset platform that has been operational since 2015, focusing on making digital assets accessible through user-friendly multi-asset crypto wallets [6] - MoonPay, founded in 2019, is a global financial technology company that supports over 30 million customers across 180 countries, providing services that connect traditional payment systems with blockchain technology [8][9] Product Development - The new stablecoin will be integrated into MoonPay's global distribution network, offering users broad access and real-world utility through various functionalities such as buying, selling, swapping, depositing, and checking out [3][4] - The launch of the stablecoin is part of MoonPay's enterprise stablecoin business, which aims to issue and manage fully reserved digital dollars across multiple blockchains [4] Future Plans - Additional details regarding the stablecoin, including supported networks and product integrations, will be disclosed closer to its launch in early 2026, subject to regulatory considerations [5]

Core Viewpoint - Exodus is entering the stablecoin market by launching a fully reserved, USD-backed stablecoin in partnership with MoonPay, expected to go live in January 2026 [1][2] Group 1: Company Strategy - The Exodus stablecoin is central to the upcoming product, Exodus Pay, which aims to facilitate everyday crypto payments while maintaining self-custody for users [2] - Users will be able to spend and send the digital dollar through the Exodus app, earning rewards and simplifying typical crypto transactions [2][3] Group 2: Market Position - This move positions Exodus among a select group of public companies offering stablecoin products, including Circle (USDC), PayPal (PYUSD), and Fiserv (FIUSD) [2] - The stablecoin will be accessible through MoonPay's global network, which includes buy, sell, and swap tools, with rollout contingent on regulatory approval [5] Group 3: Industry Insights - JP Richardson, co-founder and CEO of Exodus, emphasized that stablecoins are becoming the simplest way to hold and transfer dollars on-chain, highlighting the need for user experiences that meet modern consumer app expectations [3] - MoonPay's CEO noted that the Exodus partnership illustrates the potential for branded digital dollars to be integrated into consumer-facing financial tools, showcasing compliant stablecoin issuance at a global scale [4]

Core Insights - Exodus Movement, Inc. has announced an agreement to acquire W3C, utilizing its treasury to facilitate strategic acquisitions [2] - As of November 30, 2025, Exodus holds 1,902 BTC, 2,802 ETH, and 31,050 SOL in its corporate treasury, reflecting changes in asset holdings compared to the previous month [1] - Monthly Active Users (MAUs) decreased to 1.5 million in November 2025 from 1.6 million in October 2025 [3] - The processed volume through Exodus' exchange provider was $549 million in November 2025, down from $683 million in October 2025 [4] Digital Asset Holdings - Bitcoin (BTC) holdings decreased from 2,147 BTC in October 2025 to 1,902 BTC in November 2025, with 1,116 BTC pledged as collateral [1] - Ethereum (ETH) holdings increased slightly from 2,784 ETH in October 2025 to 2,802 ETH in November 2025 [1] - Solana (SOL) holdings saw a significant decrease from 49,567 SOL in October 2025 to 31,050 SOL in November 2025 [1] User Metrics - The number of Monthly Active Users (MAUs) fell to 1.5 million as of November 30, 2025, compared to 1.6 million in the previous month [3] Exchange Volume - The total processed volume through Exodus' exchange provider was $549 million in November 2025, a decrease from $683 million in October 2025 [4] - Of the November volume, $200 million (36%) came from XO Swap partners, compared to $251 million (37%) in October 2025 [4]

Core Viewpoint - Exodus Movement, Inc. has launched Exodus Pay, a self-custodial payments platform designed for consumers with no prior cryptocurrency experience, marking a significant evolution from a digital asset wallet to a comprehensive app for managing digital dollars [2][3]. Group 1: Product Features - Exodus Pay allows users to make instant payments, spend with a card, earn rewards, and access everyday financial tools without needing to understand cryptocurrency [2][4]. - The platform integrates directly into the existing Exodus app, enabling users to manage all their assets, including dollars and cryptocurrencies, in one place [5][8]. - Users can send digital dollars and stablecoins to friends using phone numbers, fund their balances with digital dollars and stablecoins, and maintain self-custodial ownership of their assets [8]. Group 2: Market Positioning - Exodus Pay aims to simplify money management by consolidating multiple financial functions into a single app, addressing the need for a unified solution in a landscape where consumers typically use multiple apps for different financial tasks [4][5]. - The launch of Exodus Pay positions the company at the forefront of a generational shift towards digital dollars, appealing particularly to younger consumers moving away from traditional banking [4][5]. Group 3: Future Plans - The rollout of Exodus Pay is set to begin in early 2026, with users able to join a waitlist starting from the announcement date [6].