Stablecoin Development Corporation (SDEV) investor relations material

Company overview and business model

• Operates as an on-chain holding company focused on long-term participation in protocol-aligned digital asset ecosystems, with initial emphasis on the Sky Protocol and its governance token, SKY.

• Holds approximately 10% of SKY's total supply, deploying assets in staking activities to generate protocol-level economic exposure and maintain governance rights.

• Business realignment completed in the past year, shifting to a capital allocation strategy targeting digital assets with revenue-generating characteristics.

• SKY is the only digital asset currently approved for investment, with a framework in place to evaluate additional assets over time.

• Maintains robust custody and risk management practices, utilizing Fireblocks for self-custody and Kraken Financial as a qualified custodian.

Financial performance and metrics

• Raised approximately $134 million in January 2026 through a private placement, with $25 million in cash and $109 million in SKY and stablecoins.

• As of June 30, 2026, held 2,286,511,374 SKY, representing about 10% of total SKY supply.

• Earned 67,132,900 SKY ($4.7 million) in staking rewards during the first half of 2026.

• Staking rewards are funded by protocol revenues, not inflationary emissions.

Use of proceeds and capital allocation

• Proceeds from warrant exercises will be used for general corporate purposes, including acquiring additional digital assets.

• Multi-year capital allocation strategy focuses on acquiring and holding select digital assets with revenue-generating features.

• May periodically monetize holdings for liquidity, tax management, or operational needs.