Lite Strategy (LITS) Investor presentation summary

Mission and strategic vision

• Aims to institutionalize Litecoin as a strategic treasury asset, merging hard money principles with modern capital markets.

• Seeks to bridge institutional capital to Litecoin through innovative infrastructure and partnerships.

Investment highlights and asset management

• Holds 830,378 LTC as of July 2, 2026, representing about 1.1% of total supply.

• Generates yield via an active covered call options program, earning $0.7M in premiums since October 2025.

• Initiated a $25M share repurchase program to narrow the discount to NAV.

• Board includes Litecoin creator Charlie Lee and GSR Markets' Chief Legal & Strategy Officer.

• Maintains a portfolio of biotech assets for strategic hedging, with potential monetization opportunities.

Business model and operations

• Accumulates LTC as the primary reserve asset and increases LTC per share.

• Engages in strategic investments within the Litecoin ecosystem, including a $1M lead investment in LitVM.

• Partners with GSR Markets for treasury management and explores expansion into LTC payments, processing, and mining.

• Retains two pre-clinical pharmaceutical assets, with ME-344 sold for up to $62M in milestone payments.