Coincheck Group (CNCK) Investor presentation summary

Strategic repositioning and platform vision

• Transitioning from a crypto exchange to an integrated digital finance platform, emphasizing connection, resilience, and growth.

• Strategic model built on three pillars: Japan retail (trust and liquidity), institutional platform (higher-quality revenue), and on-chain innovation (future growth and upside).

• Each pillar reinforces the others, creating a more valuable and defensible business.

Market problem and opportunity

• Digital finance remains fragmented, with retail, institutional, and infrastructure segments operating separately.

• The platform aims to unify these segments, improving access, stabilizing revenue, and clarifying the business model.

Competitive strengths and recent validation

• Demonstrated leadership in Japan, a highly regulated and trust-driven market.

• Recent strategic investments and partnerships, including KDDI in Japan and Dynamic Funds in Canada, validate institutional appeal.

• Unique combination of consumer leadership, institutional expertise, and infrastructure capability.