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Exodus Movement, Inc. September 2025 Treasury Update and Monthly Metrics

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Exodus Movement (NYSE: EXOD) reported selected treasury and usage metrics as of September 30, 2025. Key holdings: 2,123 BTC, 2,770 ETH, and 47,502 SOL. Monthly active users were 1.5 million (≈9,000 Passkeys wallets) compared with 1.6 million MAUs in August; the company said it will stop separately reporting Passkeys wallet counts going forward. Exchange-provider processed swap volume was $539 million in September, with $198 million (37%) originating from XO Swap partners versus $572 million and $149 million (26%) in August. Management reiterated the strategy of holding digital assets in the treasury and emphasized focus on stablecoin adoption for payments and remittances.

Exodus Movement (NYSE: EXOD) ha riportato metriche selezionate di tesoreria e utilizzo al 30 settembre 2025. Le principali partecipazioni: 2.123 BTC, 2.770 ETH e 47.502 SOL. Gli utenti attivi mensili sono stati 1,5 milioni (≈9.000 portafogli Passkeys) rispetto a 1,6 milioni MAU in agosto; l'azienda ha detto che non riporterà più separatamente i conteggi dei portafogli Passkeys in futuro. Il volume di swap elaborato dal fornitore di scambio è stato di 539 milioni di dollari in settembre, con 198 milioni di dollari (37%) provenienti da partner XO Swap rispetto a 572 milioni di dollari e 149 milioni (26%) in agosto. La direzione ha ribadito la strategia di detenere asset digitali in tesoreria e ha sottolineato l'obiettivo di favorire l'adozione di stablecoin per pagamenti e rimesse.

Exodus Movement (NYSE: EXOD) informó métricas seleccionadas de tesorería y uso al 30 de septiembre de 2025. Participaciones clave: 2.123 BTC, 2.770 ETH y 47.502 SOL. Los usuarios activos mensuales fueron 1,5 millones (≈9.000 carteras Passkeys) en comparación con 1,6 millones MAU en agosto; la empresa indicó que dejará de reportar por separado los recuentos de carteras Passkeys en el futuro. El volumen de swaps procesados por el proveedor de intercambio fue de 539 millones de dólares en septiembre, con 198 millones de dólares (37%) procedentes de socios de XO Swap frente a 572 millones y 149 millones (26%) en agosto. La dirección reiteró la estrategia de mantener activos digitales en la tesorería y destacó el enfoque en la adopción de stablecoins para pagos y remesas.

Exodus Movement (NYSE: EXOD)2025년 9월 30일 기준으로 선택된 현금 보유 및 사용 지표를 보고했습니다. 주요 보유 자산: 2,123 BTC, 2,770 ETH, 47,502 SOL. 월 활성 사용자는 1.5백만명으로, 약 9,000 Passkeys 지갑을 보유하고 있으며 8월의 1.6백만 MAU와 비교됩니다. 앞으로 Passkeys 지갑 수를 별도로 보고하지 않겠다고 회사는 밝혔습니다. 거래소 제공자가 처리한 스왑 거래량은 9월에 5억 3900만 달러였고, XO Swap 파트너로부터의 금액은 1억 9800만 달러로 37%를 차지했으며, 8월의 5억 7200만 달러1억 4900만 달러 (26%)와 비교됩니다. 경영진은 재무에 보유 중인 디지털 자산 보유 전략을 재확인하고 지급 및 송금용으로의 스테이블코인 도입에 집중하겠다고 강조했습니다.

Exodus Movement (NYSE: EXOD) a publié des métriques sélectionnées de trésorerie et d’utilisation au 30 septembre 2025. Participations clés : 2 123 BTC, 2 770 ETH et 47 502 SOL. Les utilisateurs actifs mensuels étaient de 1,5 million (≈9 000 portefeuilles Passkeys) par rapport à 1,6 million MAU en août ; l’entreprise a déclaré qu’elle ne reportera plus séparément les comptes de portefeuilles Passkeys à l’avenir. Le volume de swaps traité par le fournisseur d’échange était de 539 millions de dollars en septembre, avec 198 millions de dollars (37%) provenant des partenaires XO Swap contre 572 millions et 149 millions (26%) en août. La direction a réitéré la stratégie consistant à détenir des actifs numériques en trésorerie et a souligné l’accent mis sur l’adoption des stablecoins pour les paiements et les remises.

Exodus Movement (NYSE: EXOD) berichtete ausgewählte Treuhand- und Nutzungskennzahlen zum Stand vom 30. September 2025. Schlüsselbestände: 2.123 BTC, 2.770 ETH und 47.502 SOL. Monatlich aktive Nutzer betrugen 1,5 Millionen (≈9.000 Passkeys-Wallets) im Vergleich zu 1,6 Millionen MAU im August; das Unternehmen sagte, es werde künftig Passkeys-Wallet-Zählungen nicht mehr separat berichten. Das vom Exchange-Anbieter verarbeitete Swap-Volumen betrug im September 539 Millionen USD, davon 198 Millionen USD (37%) von XO Swap-Partnern stammen, gegenüber 572 Millionen USD und 149 Millionen USD (26%) im August. Das Management bekräftigte die Strategie, digitale Vermögenswerte in der Treuhand zu halten, und hob den Fokus auf die Einführung von Stablecoins für Zahlungen und Überweisungen hervor.

Exodus Movement (NYSE: EXOD) أبلغت عن مقاييس الخزانة والاستخدام المختارة حتى 30 سبتمبر 2025. الحيازات الرئيسية: 2,123 BTC، 2,770 ETH، و47,502 SOL. بلغ عدد المستخدمين النشطين شهرياً 1.5 مليون (حوالي 9,000 محفظة Passkeys) مقارنة بـ 1.6 مليون MAU في أغسطس؛ قالت الشركة إنها ستتوقف عن الإبلاغ بشكل منفصل عن عدد محفظات Passkeys في المستقبل. حجم الـ swap المعالج من مزود البورصة كان 539 مليون دولار في سبتمبر، منها 198 مليون دولار (37%) مصدرها شركاء XO Swap مقارنة بـ 572 مليون دولار و149 مليون دولار (26%) في أغسطس. وأكّدت الإدارة مرة أخرى الاستراتيجية المتمثلة في الاحتفاظ بالأصول الرقمية في الخزانة وركزت على تبني العملات المستقرة للمدفوعات والتحويلات.

Exodus Movement (NYSE: EXOD) 报告了截至 2025年9月30日 的精选财政与使用指标。主要持仓:2,123 BTC2,770 ETH47,502 SOL。月活跃用户为 150万(约 9,000 个 Passkeys 钱包),相比于8月的160万 MAU;公司表示未来将不再单独报告 Passkeys 钱包数量。交易所提供商处理的换币量在九月为 5.39亿美元,其中 1.98亿美元(37%)来自 XO Swap 合作伙伴,相较于八月的 5.72亿美元1.49亿美元(26%)。管理层重申将数字资产留在国债库中的策略,并强调专注于稳定币在支付和汇款中的应用。

Positive
  • Corporate treasury holds 2,123 BTC as of Sep 30, 2025
  • XO Swap partner volume rose to $198M in Sep 2025 from $149M in Aug 2025 (+33%)
Negative
  • None.

Insights

Small treasury increases in Bitcoin, Ethereum and Solana; user activity and swap volume showed slight month‑over‑month declines.

Exodus reports a corporate treasury of 2,123 BTC as of September 30, 2025, up from 2,116 BTC a month earlier, plus holdings of 2,770 ETH and 47,502 SOL. These figures show incremental accumulation across the disclosed assets and continued use of on‑balance crypto exposure as a corporate treasury policy.

The company’s monthly active users fell from 1.6 million to 1.5 million and exchange provider processed swap volume declined from $572 million to $539 million, with XO Swap partner share rising to 37% from 26%. Key dependencies include sustained on‑platform activity to convert treasury accumulation into recurring revenue and continued partner flow from XO Swap.

Watch the next monthly update for trends in MAUs and swap volume over a quarter, the pace of treasury accumulation versus any divestment, and any change in asset mix or disclosure granularity now that Passkeys metrics will be folded into broader wallet reporting.

Operations continue to generate Bitcoin; Treasury grows to 2,123 BTC

OMAHA, Neb., Oct. 09, 2025 (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 September 30, 2025:

Selected Digital Asset Holdings (Unaudited)
Bitcoin (BTC): 2,123 BTC as of September 30, 2025 compared to 2,116 as of August 31, 2025
Ethereum (ETH): 2,770 ETH as of September 30, 2025 compared to 2,756 as of August 31, 2025
Solana (SOL): 47,502 SOL as of September 30, 2025 compared to 43,738 as of August 31, 2025

Users
Monthly Active Users (MAUs): 1.5 million as of September 30, 2025, of which approximately 9,000 are Passkeys wallets. That figure compares with the 1.6 million MAUs as of August 31, 2025, of which approximately 11,000 were Passkeys wallets. As Exodus integrates Passkeys technology into our general wallet products, the company will discontinue breaking out Passkeys wallet metrics in future months.

Swap Volume
Exodus’ exchange provider processed volume was $539 million for the month of September 2025, of which $198 million (37%) originated from the company’s XO Swap partners. This volume compares with $572 million exchange provider processed volume in August 2025, of which $149 million (26%) originated from XO Swap partners.

Exodus CFO James Gernetzke remarked: “The pace of transformation of the financial system is increasing rapidly. Exodus is positioned to help both retail users and institutions take advantage of this dynamic through secure, innovative self-custody solutions - as evidenced by our growing treasury.”

“Exodus was a pioneer in the strategy of holding digital assets in our treasury, as we believe that Bitcoin and other assets represent the future of finance. The next step in the evolution of finance is the widespread adoption and use of stablecoins for payments, remittances, stores of value and integration with fiat currency functions. We are well prepared to help individuals and institutions make full use of stablecoins in their everyday financial lives.”

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 business solutions include Passkeys Wallet and XO Swap, industry-leading tools for embedded crypto wallets and swap aggregation.

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
Diana Bost/Ryan Dicovitsky, Dukas Linden Public Relations
exodus@dlpr.com

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, volatility and trading volumes of digital asset markets, and future products and product lines. 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 much Bitcoin did Exodus report in its treasury on Sep 30, 2025 (EXOD)?

Exodus reported 2,123 BTC in its corporate treasury as of Sep 30, 2025.

What were Exodus' exchange provider processed volumes for September 2025 (EXOD)?

Exchange provider processed volume was $539 million for September 2025.

How much of September 2025 swap volume came from XO Swap partners for EXOD?

$198 million, representing 37% of September 2025 exchange provider processed volume.

What were Exodus' Monthly Active Users (MAUs) as of Sep 30, 2025 (EXOD)?

Monthly Active Users were reported at 1.5 million as of Sep 30, 2025.

Did Exodus change how it reports Passkeys wallet metrics for EXOD?

Yes. As Exodus integrates Passkeys, it will discontinue separately breaking out Passkeys wallet metrics in future months.

How did Exodus' swap volume in Sep 2025 compare to Aug 2025 (EXOD)?

Swap volume decreased to $539M in Sep from $572M in Aug 2025, while XO Swap partner share increased to 37% from 26%.
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