Intchains Group (ICG) Investor presentation summary

Business model and revenue streams

• Fabless ASIC design and mining rigs target non-Bitcoin proof-of-work chains, including ALEO, XTM and Alephium; 11 altcoins supported and 16 chip models launched since 2019.

• Revenue avenues include mining hardware, staking yield from own ETH and third-party platforms, and fees from third-party users of Goldshell Stake.

• Goldshell Stake supports Ethereum, Avalanche, Solana and Conflux for individual and institutional users; platform metrics include 2.62% APR and 205 active validators.

Next-generation ASIC

• Tape-out completed in July 2026; engineering samples, lab validation and performance, reliability and thermal testing underway, with commercial launch targeted for Q4 2026 subject to successful validation and testing.

• A modest H2 2026 revenue contribution is expected, with potential for a more meaningful contribution in FY2027.

• Performance-per-watt design targets improved miner unit economics and is intended for retail and professional miners.

• Existing ALEO, Dogecoin and XTM product series continue to generate revenue; prior launches included ALEO in February 2025 and XTM in September 2025.

ETH treasury and staking

• Treasury held 9,176 ETH-based cryptocurrencies as of June 30, 2026; holdings were valued at $14.4 million.

• As of August 20, 2026, 4,556 ETH was staked: 3,556 on Goldshell Stake pending validator activation and 1,000 with FalconX.

• Strategy is to maintain existing treasury holdings, continue staking yield generation and prioritize capital for ASIC commercialization and AI initiatives; no material additional ETH accumulation is anticipated.