LYNXXReserve income
Interest on permitted reserve assets, net of partner and custody costs.
INVESTOR DISCUSSION DRAFT · SEPTEMBER 2026
USDXX investor overview
A condensed view of the thesis, the illustrative model and the risks for USDXX — a proposed reserve-backed dollar stablecoin operated by LYNXX. Every figure here is a management estimate or placeholder pending partner and legal validation. Nothing on this page is an offer of securities, a solicitation, or investment, legal or tax advice. The full deck and data room are available under NDA.
INVESTMENT THESIS
A focused wedge into
an established market.
The opportunity is not to invent stablecoins — it is to win trusted distribution in selected corridors. A small, defensible share of a $289B market is a meaningful business.
$289BGlobal stablecoin capitalization (Aug 2026)
0.50%Illustrative captured share
≈ $1.45BImplied circulating supply
Source: CoinGecko, Aug. 20 2026. Illustrative only — not a forecast or a target commitment.
ILLUSTRATIVE BASE CASE
The model scales with
average supply.
Management case only — not audited guidance. Key assumptions: 3.0%–4.0% reserve yield; growing API / transaction revenue; staged operating investment.
Year-end supplyRevenue
$1.5B2030 year-end circulation
$48M2030 revenue
$23M2030 illustrative EBITDA
BUSINESS MODEL
Revenue grows with
trusted circulation.
Mint / redemption
Tiered service fees for institutions and priority settlement.
API & payments
Business accounts, transaction APIs and treasury services.
Partner economics
Revenue share with distributors, corridors and ecosystem operators.
Customer reserve assets remain segregated as backing for USDXX and are never used as operating cash or fundraising capital. Corporate equity funds the operating company.
FUNDING PLAN
An illustrative $10M seed
funds launch readiness.
Not token reserves. Corporate equity / SAFE finances LYNXX; separately safeguarded customer funds back USDXX 1:1.
Allocation is indicative and subject to board approval and final structure.
EXECUTION RISKS
The largest risks are known
— and gated before launch.
Regulatory access
PRIMARY MITIGATIONLicensed issuer partner; jurisdiction-by-jurisdiction legal clearance before offering.
Reserve & banking
PRIMARY MITIGATIONSegregated accounts; eligible liquid assets; independent monthly attestations.
Technology & security
PRIMARY MITIGATIONAudited contracts; role-based controls; incident and recovery testing.
Liquidity & adoption
PRIMARY MITIGATIONAnchor distributors; market makers; published redemption service levels.
No public launch until the issuer, reserve, audit, security and redemption gates are all satisfied. Full risk factors are in the Risk Disclosure Statement.