Exodus Movement, Inc. January 2026 Treasury Update and Monthly Metrics
Rhea-AI Summary
Exodus Movement (NYSE: EXOD) provided its January 2026 treasury and monthly metrics update. Key highlights: 1,694 BTC, 1,887 ETH, and 13,807 SOL in corporate treasury as of January 31, 2026. Monthly active users were 1.6 million. Exchange provider processed volume was $399 million, with $90 million (23%) from XO Swap partners.
The update compares January balances and volumes to December 31, 2025 figures and notes platform growth in users and swap activity.
Positive
- Solana holdings up 10.7% month-over-month
- Exchange provider processed volume increased 10.8% month-over-month
- XO Swap partner volume rose 20% month-over-month
Negative
- None.
Key Figures
Market Reality Check
Peers on Argus
EXOD gained 1.12% while key peers were mixed: PSFE +2.13%, CTLP +0.86%, SABR +1.75%, IIIV +7.35%, and AEVA -6.84%, indicating a stock-specific move rather than a unified sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 08 | Treasury update | Neutral | -1.0% | December 2025 treasury, MAUs, and swap volume snapshot with debt repayment. |
| Dec 16 | Partnership launch | Positive | +6.4% | Partnership with MoonPay and M0 to launch USD-backed stablecoin for payments. |
| Dec 09 | Treasury update | Negative | +3.0% | November 2025 update with lower BTC, SOL and reduced swap volumes. |
| Dec 09 | Treasury update | Negative | +3.0% | Additional November 2025 treasury and metrics detail including XO Swap share. |
| Dec 01 | Acquisition deal | Neutral | -10.4% | Agreement to acquire W3C Corp for <b>$175M</b> with related <b>$60M</b> term loan. |
Treasury/metrics updates have often led to modest or mixed reactions, while strategic deals and partnerships produced larger, sometimes volatile moves.
Over the past few months, Exodus has regularly disclosed treasury and monthly metrics, alongside strategic steps such as the $175 million W3C acquisition and a stablecoin partnership with MoonPay and M0. November and December 2025 updates showed declining crypto holdings and swap volumes, while Exodus exited 2025 debt free. The new January 31, 2026 update fits this cadence, adding fresh data on Bitcoin, Ethereum, Solana holdings, MAUs, and swap volume trends against prior months.
Market Pulse Summary
This announcement updates Exodus’s January 31, 2026 corporate treasury and operating metrics, including 1,694 BTC, 1,887 ETH, 13,807 SOL, 1.6 million MAUs, and $399 million in swap volume, of which $90 million came from XO Swap partners. In recent months, treasury updates have been accompanied by strategic steps like the W3C acquisition and a stablecoin partnership. Investors may watch how user growth and exchange volumes trend alongside future treasury usage and integration progress.
AI-generated analysis. Not financial advice.
Company holds 1,694 BTC
OMAHA, Neb., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Exodus Movement, Inc. (NYSE American: EXOD) ("Exodus" or “the company”), a leading self-custodial cryptocurrency platform, today announced an update to selected digital asset holdings of Exodus’ corporate treasury, as well as updated user and exchange provider processed volume metrics, as of January 31, 2026:
Exodus CFO James Gernetzke remarked: “At Exodus, we have been navigating crypto markets for almost 11 years, so we have significant experience continuing to build during volatile markets. We remain focused on building transformative products to form the backbone of the decentralized financial system, which we believe will provide significant long term value to our shareholders.”
Selected Digital Asset Holdings (Unaudited)
- Bitcoin (BTC): 1,694 BTC as of January 31, 2026, compared to 1,704 BTC as of December 31, 2025.
- Ethereum (ETH): 1,887 ETH as of January 31, 2026 compared to 1,898 as of December 31, 2025.
- Solana (SOL): 13,807 SOL as of January 31, 2026 compared to 12,473 as of December 31, 2025.
Monthly Active Users (MAUs): 1.6 million as of January 31, 2026. That figure compares to 1.5 million MAUs as of December 31, 2025.
Swap Volume
- Exodus’ exchange provider processed volume was
$399 million for the month of January 2026, of which$90 million (23% ) originated from the company’s XO Swap partners. This volume compares with$360 million exchange provider processed volume in December 2025, of which$75 million (21% ) originated from XO Swap partners.
About Exodus
Exodus is a financial technology leader empowering individuals and businesses with secure, user-friendly crypto software solutions. Since 2015, Exodus has made digital assets accessible to everyone through its multi-asset crypto wallets prioritizing design and ease of use.
With self-custodial wallets, Exodus puts customers in full control of their funds, enabling them to swap, buy, and sell crypto. Its solutions include XO Swap and Exodus Pay – industry-leading tools for swap aggregation, and an upcoming consumer card and payments experience using stablecoins.
Exodus is committed to driving the future of accessible and secure finance. Learn more at exodus.com or follow us on X at x.com/exodus.
Investor Contact
investors@exodus.com
Media Contact
Aubrey Strobel/Elena Nisonoff, Halcyon Communications
exodus@halcyonpr.xyz
Disclosure Information
Exodus uses the following as means of disclosing material nonpublic information and for complying with disclosure obligations under Regulation FD: websites exodus.com/investors and exodus.com; press releases; public videos, calls, and webcasts; and social media: X (@exodus and JP Richardson's feed @jprichardson), Facebook, LinkedIn, and YouTube.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical facts, may be forward-looking statements. Forward-looking statements are based on our beliefs and assumptions and on information currently available to us as of the date hereof. In some cases, you can identify forward-looking statements by the following words: “will,” “expect,” “would,” “should,” “intend,” “believe,” “expect,” “likely,” “believes,” “views”, “estimates”, or other comparable terminology.
Forward-looking statements in this document include, but are not limited to, management statements regarding management’s confidence in our products, services, business trajectory and plans, expectations regarding demand for our products, and volatility and trading volumes of digital asset markets. Such forward-looking statements involve a number of risks, uncertainties and other important factors that could cause our actual results to differ materially from those expressed or implied by our forward-looking statements. Such factors include those set forth in “Item 1. Business” and “Item 1A. Risk Factors” of Form 10-K filed with the Securities and Exchange Commission (the “SEC”) on March 6, 2025, as well as in our other reports filed with the SEC from time to time.
All forward-looking statements are expressly qualified in their entirety by such cautionary statements. Readers are cautioned not to place undue reliance on such forward-looking statements. Except as required by law, we undertake no obligation to update or revise any forward-looking statements that have been made to reflect events or circumstances that arise after the date made or to reflect the occurrence of unanticipated events.
FAQ
How many Bitcoin does Exodus (EXOD) hold in its treasury as of January 31, 2026?
What was Exodus (EXOD) exchange provider processed volume for January 2026?
How many Monthly Active Users (MAUs) did Exodus (EXOD) report for January 2026?
What portion of Exodus (EXOD) January 2026 swap volume came from XO Swap partners?
How did Exodus (EXOD) Ethereum and Solana treasury holdings change in January 2026?
