Hyperion DeFi (HYPD) investor relations material

Executive summary

• Completed $50M private placement and rebranded, pivoting to a cryptocurrency-based treasury reserve model focused on HYPE token, acquiring over 1.5M HYPE and appointing new DeFi leadership.

• Became the first US public company to establish a strategic treasury reserve based on HYPE, differentiating from other digital asset strategies.

• Advanced Gen 2 Optejet user-filled device, targeting FDA registration in September 2025, with ongoing evaluation of commercialization or spin-off options.

• Actively recruiting for CFO and Board Chair roles with digital asset expertise and appointed Hyunsu Jung as Chief Investment Officer.

• Launched a co-branded validator with Kinetic/Kinetiq, piloting institutional liquid staking and yield generation strategies on Hyperliquid.

Financial highlights

• Net loss attributable to common stockholders for Q2 2025 was $8.8M ($2.50/share), improved from $11.1M ($16.65/share) in Q2 2024.

• R&D expenses decreased 85% year-over-year to $0.7M, mainly due to the termination of the CHAPERONE study.

• G&A expenses increased 104% year-over-year to $7.7M, driven by a one-time inducement grant and higher professional fees.

• Unrestricted cash and equivalents rose to $7.5M as of 6/30/2025, up from $2.1M at year-end 2024.

• HYPE digital tokens valued at $45.5M as of June 30, 2025, with total assets at $55.7M.

Outlook and guidance

• Expects further decreases in R&D and G&A expenses as cost-saving measures and treasury strategy efficiencies are realized.

• Focused on maximizing returns from HYPE token holdings through staking, validator operations, and ecosystem engagement.

• Anticipates FDA registration of Gen 2 Optejet device in September 2025, with potential commercialization or spin-off.

• May raise additional funds through future financings or sales of HYPE tokens if needed.

• Plans to deploy additional DeFi products and further accumulate HYPE tokens.