AIxCrypto Holdings, Inc. Q4 FY2025 earnings call

Jerry Wang introduced that fiscal year 2025 was a year of strategic repositioning and capital formation. The completion of a 41 million private placement led by Faraday Future Intelligent Electric in September 2025 transformed the balance sheet. The company rebranded and assembled a new management team. AIXC is focused on integrating AI and blockchain, building a three - layer ecosystem. The macro environment has seen digital asset policy move to clarity with the Genius Act and Clarity Act. AIXC has solidified its positioning, with core strategies including focusing on AI agent and EAI ecosystem, advancing RWA business, and having strategic partnerships. Cody, the CFO, reviewed financial highlights with total assets of approx $31 million, cash equivalents approx $19 million, liabilities approx $3 million. Operating activities used net cash. Revenue model is infrastructure - driven, not trading - driven. Costs related to organizational build - out, etc. are normalizing.

Planning assumption is initial revenue contributions will begin in Q3 2026 with RWA tokenization and fee as primary initial source, and revenue from AI agent services and broader EAI ecosystem to follow as ERC8004 protocol platform reaches commercial readiness. Will provide more specific update when reporting Q1 2026 results

Q: What are the opportunities you see on your blockchain and crypto strategy considering current relatively weak crypto trading and high volatility environment?

A: View current environment as structural tailwind. Model is infrastructure - driven, not trading - driven. Volatility accelerates institutional demand for compliant RWA alternatives. Regulatory clarity is arriving.

Q: Why did you invest $10 million in Faraday Future stock? Isn't that a conflict of interest?

A: $10 million investment serves as proof of concept for RWA tokenized equity product ecosystem and deepens strategic connectivity. Subject to full audit committee review and approved as related party transaction. Independent directors reviewed and approved.

Q: When does AIXC expect its first revenue?

A: Planning assumption is initial revenue contributions will begin in Q3 2026 with RWA tokenization and fee as primary initial source, revenue from AI agent services and broader EAI ecosystem to follow as ERC8004 protocol platform reaches commercial readiness. Will provide more specific update when reporting Q1 2026 results