AVAX One CEO Expects Significant Revenue Growth in 2026

"We are entering 2026 with a fundamentally transformed operating model following the launch of our Avalanche digital asset treasury strategy in November 2025," said Jolie Kahn, Chief Executive Officer of AVAX One. "While last year's financial results reflect a transition period, nearly half of our revenue was generated in the fourth quarter following the implementation of our DAT strategy, demonstrating the early impact of this pivot. As we move into 2026, we expect the full-year benefit of AVAX accumulation and staking to meaningfully scale our revenue profile and drive positive EBITDA under current market conditions. Our guidance framework reflects disciplined capital deployment and a structure designed to generate operating leverage across a range of digital asset price scenarios. Capital allocation remains central to our value creation framework. In November, our Board authorized a $40 million share repurchase program, and through February 27, 2026, we have repurchased 2,423,383 shares of our common stock. We believe the market is currently reflecting a disconnect between our share price and the intrinsic value of the business, and view this gap as a compelling opportunity to deploy capital accretively. As a result, we intend to remain opportunistic in executing repurchases when pricing does not appropriately reflect the strength of our platform and long-term earnings potential. We will continue to balance buybacks alongside AVAX accumulation and staking expansion, allocating capital dynamically to maximize long-term AVAX per share and shareholder value."