DeFi Development (DSDV) Investor presentation summary

Onchain asset movement and megatrends

• Legacy financial systems are slow, costly, and exclusionary, with remittance fees averaging 10.8% and settlement times up to 10 days in some countries.

• Crypto offers faster, cheaper, and more transparent transactions, with fees as low as fractions of a cent and near-instant settlement.

• Three megatrends—tokenization ($300T TAM), stablecoins ($10T TAM), and agentic AI ($100T TAM)—are accelerating the shift to onchain assets.

• Tokenization enables global access, liquidity, composability, and sub-second settlement for a $300T addressable market.

• Solana leads tokenized equity volumes, holding over 70% market share as of June 2026.

Solana's competitive advantages

• Solana delivers high throughput (100,000+ TPS), sub-cent fees, instant finality, and composability at scale.

• Solana's transaction speed and cost efficiency rival Visa, with 0.15s finality and $0.00173 per transaction.

• Solana dominates in transaction count, revenue, and new wallets, surpassing all other chains combined in 2025.

• Solana leads in tokenized equity volume (96%), stablecoin TVL growth (83% CAGR), and agentic payment share (65%).

• Offers higher upside and native yield (7%) compared to Bitcoin, with a projected 60% 5-year CAGR.

DFDV's SOL exposure and strategy

• DFDV provides amplified, compounding exposure to SOL, outperforming spot and ETF options in SOL per share growth.

• Utilizes capital markets, validator infrastructure, onchain deployment, and volatility refinement to enhance returns.

• Optimizes Solana's native yield, achieving 8-11% compared to 4-8% from other staking options.

• Led by an experienced executive team and board with backgrounds in crypto, finance, and public companies.

• Recent partnerships and shareholder engagement highlight a focus on growth and community.