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, 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 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 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].