DeFi Development (DSDV) Investor presentation summary

Onchain asset movement and megatrends

• Legacy financial systems are slow, costly, and exclusionary, with average remittance fees of 10.8% and settlement times up to 10 days in some countries.

• Crypto offers faster, cheaper, and more transparent transactions, with fees at fractions of a cent and instant settlement.

• Three megatrends—tokenization ($300T TAM), stablecoins ($10T TAM), and agentic AI ($100T TAM)—are accelerating the shift to onchain assets.

• Tokenization enables global access, liquidity, composability, and near-instant settlement for a $300T addressable market.

• Solana leads tokenized equity volumes, holding over 70% market share as of June 2026.

Solana's competitive advantages

• Solana delivers high throughput (100,000+ TPS), sub-cent fees, instant finality, and composability at scale.

• Solana's transaction speed and capacity rival Visa, with finality in milliseconds and fees as low as $0.0021 per transaction.

• Solana dominates in transaction count, revenue, and new wallet creation, surpassing all other chains combined in 2025.

• Solana leads in tokenized equity (96% share), stablecoin TVL growth (83% CAGR), and agentic payment volume (65% share).

• Offers higher yield (7% native) and greater upside (60% 5-year CAGR forecast) compared to Bitcoin.

DFDV's SOL exposure and performance

• DFDV provides amplified, compounding SOL exposure through staking, capital markets, validator infrastructure, and DeFi deployment.

• DFDV's SOL per share grew 24% TTM, outperforming spot and ETF alternatives.

• Four levers—capital markets access, validator infrastructure, volatility refinement, and onchain deployment—drive higher returns than ETFs.

• DFDV optimized Solana's native yield, achieving 8–11% compared to 4–8% for other staking options.

• DFDV outperformed SOL by 35 percentage points YTD and is the top-performing SOL DAT stock post-treasury launch.