Summary of Upexi Inc. Conference Call Company Overview - Upexi Inc. is a digital asset treasury company focused on cryptocurrency, specifically underpinned by Solana, differentiating itself from companies like MicroStrategy [2][4] - The company owns three consumer brands and has achieved mid-teens annual recurring revenue, currently operating at break-even [2] Key Developments - In February 2023, Upexi announced a pivot into cryptocurrency, creating a cryptocurrency treasury [2] - A significant equity private placement of $200 million was announced in July 2023, which was noted as the first in-kind convertible note in the industry [3][4] - Upexi has acquired over 200 million Solana tokens, valued at approximately $420 million at current prices [3] Differentiation and Strategy - Upexi's model allows for the purchase of locked Solana at a discount, providing built-in gains for shareholders [3][14] - The management team is highlighted as a key differentiator, with experience from notable companies like XPO Logistics [4] - Upexi aims to replicate and improve upon MicroStrategy's successful treasury model, focusing on Solana due to its high-performance blockchain capabilities [6][8] Value Accrual Mechanisms - Upexi employs various strategies to enhance shareholder value, including: - Staking Solana to earn an 8% yield [12][13] - Buying locked Solana at a 15% discount, effectively doubling the staking yield [13][14] - Issuing equity above book value to create accretion for shareholders [9][15] Market Position and Future Outlook - Upexi believes it is well-positioned to benefit from the anticipated mainstream adoption of cryptocurrency, particularly with regulatory clarity expected in the U.S. [23][24] - The company emphasizes the importance of maintaining a low leverage ratio to navigate market volatility [21][22] - Upexi's adjusted Solana per share has increased by 54% since the initial equity private placement, indicating effective management of treasury operations [20] Industry Context - The cryptocurrency market is experiencing a shift towards more companies creating treasuries around various tokens, driven by increased confidence in regulatory frameworks [4][24] - Upexi's focus on Solana is based on its potential for significant upside compared to Bitcoin, which is seen as less likely to experience substantial growth [25][26] Conclusion - Upexi Inc. positions itself as a first mover in the Solana treasury space, leveraging innovative strategies and a strong management team to drive shareholder value and capitalize on the growing cryptocurrency market [28]

Group 1 - The cryptocurrency market saw a rise in stock prices for several companies, with Bitmine Immersion Technologies (BMNR.US) increasing by over 7.6% [1] - BTCS Inc (BTCS.US) experienced a rise of over 4.4%, while Upexi (UPXI.US) rose by over 3.7% [1] - SharpLink Gaming (SBET.US) saw a slight increase of 0.65%, and Strategy (MSTR.US) had a marginal rise [1] Group 2 - Ethereum experienced a short-term increase of over 3%, reaching a price of $4,477 [1] - Bitcoin also saw a rise of over 1%, with its price reaching $112,400 [1]

Core Points - Upexi, Inc. is participating in multiple investor conferences in September 2025, showcasing its focus on consumer products and cryptocurrency [1][2][3] Group 1: Conference Participation - Upexi will attend the 5th Annual Needham Virtual Crypto Conference on September 4, 2025, with Chief Strategy Officer Brian Rudick participating in investor meetings [2] - The company will also be present at the H.C. Wainwright 27th Annual Global Investment Conference from September 8-10, 2025, where Brian Rudick will give a presentation on September 8, 2025, at 9:30 am E.T. [2] - Additionally, Upexi will participate in the FT Partners FinTech Conference on September 16, 2025, with opportunities for one-on-one meetings with management [3] Group 2: Company Overview - Upexi, Inc. specializes in the development, manufacturing, and distribution of consumer products and has diversified into the cryptocurrency industry [4] - The company is managing assets through a cryptocurrency portfolio, indicating a strategic move into cash management within the crypto space [4]

Investment Grants the Company Up to 19.9% Royalty Interest in Alpha Exchange RevenuesTAMPA, Fla., Aug. 28, 2025 (GLOBE NEWSWIRE) -- Upexi, Inc. (NASDAQ: UPXI) (the "Company" or "Upexi"), a brand owner specializing in the development, manufacturing, and distribution of consumer products with diversification into the cryptocurrency space, today announced its initial strategic investment in Cybersyn Holdings, LLC (“Cybersyn”), owner of Alpha Exchange, a next-generation cryptocurrency trading platform built to ...

智通财经APP获悉，周三，部分持币股短线拉升，截至发稿，SharpLink Gaming(SBET.US)涨超5.7%， Upexi(UPXI.US)涨超10%，Strategy(MSTR.US)涨0.69%，Bitmine Immersion Technologies(BMNR.US)微 涨0.33%。以太坊涨超4%，报4300美元；比特币涨近1%，报114309美元。 ...

Upexi (UPXI) FY Conference Summary Company Overview - Upexi has transitioned from a consumer products company to a Solana-focused treasury company, backed by 15 top digital asset VC firms [2][10] - The company has accumulated over 2,000,000 Solana tokens [2] Core Business Strategy - Upexi aims to become a leading company in the Solana space by utilizing capital markets to efficiently accumulate Solana and stake it for yields [2][10] - The company has raised significant capital, including a $100 million PIPE and a subsequent $200 million capital raise, bringing its portfolio to approximately $400 million [10][11] - Upexi has been acquiring Solana at a discount, particularly from institutions that previously held assets through FTX, which has been beneficial for shareholders [12] Financial Strategy and Yield Generation - Upexi's strategy involves raising capital above book value to expand its treasury, similar to MicroStrategy's approach [20][32] - The company is currently generating an 8% yield on its staked Solana, with additional gains from purchasing locked Solana at a 15% discount [32][33] - Upexi plans to use staking yields to support potential dividends and maintain shareholder value [28][31] Innovative Financial Instruments - Upexi has introduced a unique convertible note structure that allows investors to pledge Solana, providing downside protection while offering potential upside in Upexi stock [61][66] - This structure minimizes credit risk for Upexi, as it does not involve borrowing in dollars, thus avoiding basis risk associated with price fluctuations [66] Market Position and Future Outlook - Upexi is focused on expanding its shareholder base and institutional interest, aiming to reach a billion-dollar portfolio as quickly as possible [31][24] - The company is committed to a buy-and-hold strategy for Solana, intending to stake all acquired tokens and reinvest rewards [51][52] - Upexi's management emphasizes creativity in financial strategies, looking to replicate successful models from established players in the crypto space [29][32] Additional Insights - The management team includes experienced professionals from traditional finance, enhancing Upexi's strategic direction [14][16] - Upexi is actively working on building its market presence and increasing exposure to potential investors [72][74] Conclusion - Upexi's pivot to a Solana-focused treasury model positions it uniquely in the market, leveraging innovative financial strategies to maximize shareholder value while navigating the evolving landscape of digital assets [2][10][74]

Additional members to join the Advisory Committee in the coming weeks to optimize performance, increase visibility and unlock capital raising opportunities Arthur brings deep expertise, exposure and connectivity to both digital assets and traditional finance TAMPA, Fla., Aug. 12, 2025 (GLOBE NEWSWIRE) -- Upexi, Inc. (NASDAQ: UPXI) (the "Company" or "Upexi"), a brand owner specializing in the development, manufacturing and distribution of consumer products with diversification into the cryptocurrency space, ...

NEW YORK, Aug. 11, 2025 /PRNewswire/ -- Purcell & Lefkowitz LLP announces that it is investigating Upexi, Inc. (NASDAQ: UPXI) on behalf of the company's shareholders. The investigation seeks to determine whether Upexi's directors breached their fiduciary duties in connection with recent corporate actions. If you are a shareholder of Upexi, Inc. and are interested in obtaining additional information about your rights and options, please visit us at: https://pjlfirm.com/upexi-inc/ You may also contact Robert ...

Core Insights - Upexi, Inc. experienced significant growth in July 2025, raising over $200 million and increasing its Solana holdings by 172% to 2 million SOL, which is valued at approximately $334 million as of August 4, 2025 [2][5]. Treasury Update - As of August 4, 2025, Upexi holds 2,000,518 SOL, up from 735,692 SOL at the end of June 2025, representing a 172% increase [5]. - The net asset value of the SOL holdings is approximately $334 million, calculated using the SOL price of $167.26 [5]. - Upexi has approximately 0.0339 SOL per common share, equating to $5.68 per common share [5]. - The company is earning an estimated 8% staking yield, generating around $65,000 daily in revenue [5]. Business Initiatives - Upexi made multiple purchases of Solana during July, including 100,000 SOL on July 21 and 83,000 SOL on July 23 [5]. - The company’s treasury strategy includes a significant portion of locked SOL, approximately 57% of the portfolio, purchased at a discount to the spot price [5]. Market Performance - Solana recorded strong growth metrics in July 2025, with daily active addresses increasing by 144% year-over-year to 4.4 million and daily transactions rising by 62% to $3.4 billion [6]. - The total value locked (TVL) in Solana reached $8.7 billion, marking a 98% increase year-over-year [6]. Valuation Metrics - Upexi's stock traded at a Basic mNAV of 0.9x and a Fully-Loaded mNAV of 1.6x as of August 4, 2025 [5][8]. - The adjusted market cap, considering potential conversions of convertible notes, is approximately $472.8 million [9].

TAMPA, Fla., July 30, 2025 (GLOBE NEWSWIRE) -- Upexi, Inc. (NASDAQ: UPXI) (the "Company" or "Upexi"), a brand owner specializing in the development, manufacturing and distribution of consumer products with diversification into the cryptocurrency space, today announced that management will participate in a fireside chat moderated by Joseph Vafi, Managing Director of Equity Research at Canaccord Genuity LLC, on Wednesday, August 13th at 1:30 p.m. ET at the Canaccord Genuity 45 Annual Growth Conference taking ...