ETHAI Capital2.0

Vision Statement：

Our vision is to make ETH liquidity flow like air, anywhere and anytime.

Our mission is to solidify the cornerstone of Ethereum ecosystem developments.

Our goal is to be the most technical and sustainable ETH treasury.

Milestone 1: 10m->1B Valuation , 500M Pipe Round, Q4 of 2025, ETH5000-10000

Milestone 2: 1B->5B Valuation, 1B ATM Round+1BUSD CB, Q1 of 2026, ETH10000-20000

Milestone 3: 5B-10BValuation, Q2-Q3 of 2026, ETH 20000-50000

Milestone 4: 10B-100B Valuation, 2027-2028, ETH 50000+

The Unique Position:

Target as the Ethereum AI Development Capital, there are three components:

1. ETH treasury with legitimacy , but not only ETH treasury, supporting key eco business with 20%
2. ETH staking and re-staking as cash flow model, Defi integration and stablecoin，super annual yield over 5%
3. Stablecoin for AI，stablecoin model by aquisition of verifiable(ZK/TEE) AIs tech and IPs，8 %-10% annual yield

Best yield from Staking & AI Economy.

Why us?

• Longterm technical builder and holder of Ethereum Ecosystem
• Technical driven mindsets fits the ETH mindset
• Business and capital market experience combination

Strucuture & Cost:

1. COGP+LP Cayman Fund X，2%fee +20%carry， for the funding of merge
2. Holding BVI Company Y，for the merging, Y will be the execution company.
3. Reverse merge with Listing Company Z

The initial cost of reverse merger now in Nasdaq is 8m-12m USD, 60%-80% shares of a public company, including the FA fee, the market changes everyday. Right now, we have 3 available targets now.

Incentive plan for Advisors and execution team:

• 9% of the stock options will be issued later for execution team
• Promotion Team for 9% options, advisors also could take a cut from the commission fee of money raise, 2% usually
• Founding team is coGP part first, which holds stocks too

Financial Advisor& Investment banks( in discussion)

1. EF hutton （In，100-500m，Trump Media）
2. Dominari (Eric trump) + Revere （In，50m+）
3. Chardan （In Discussion）
4. AGP（In Discussion，500m+）
5. FT global(In Discussion)
6. Maxium （To be discussed，50m+）
7. Cantor ( In discussion,50m+)
8. Clear Street(To be discussed, 100m+)
9. Thinking Equity(In discussion,50m+)
10. Galaxy IB（To be discussed)
11. Other small ibs

5%-10% fee of fund raising, negotiatable.

Strategic Investors:

• Galaxy Investment( In discussion)
• Coinlist( Soft in)( 5-20m,Estimated))
• Dominari（Eric Trump）（2-5m，Estimated）
• Pentara- To be discussed（big check）
• Paramita Venture,( need spv with new investors, 5-10m Estimated)
• Xinyuan Capital（2-5m，Estimated)）
• Coinlist- Scott, founder & chairman, ticked size
• David N- Venture capitalist & early investor in Airbnb, Betterment, Republic, Axiom Space. Founder of Orthogonal Thinker & CEO of Cloud3 Ventures. Experienced in public/private markets, M&A, and crypto (Bitcoin since 2012). Involved in recent treasury deals: Nakamoto (with David Bailey), CEA (BNB), Verb, Firefly, Bitminer. Past exp to structure cross-border listings, PIPEs, and strategic mergers. ( 50m-100m USD,Estimated))
• Sponsor Yang- CoinmarketCap CEO before, ( 20-50 in-kind ETH)
• Ted (ETH treasury guy, 200m raised recently) ( 10m-50m in-kind)
• CB with staking, rockx -(50m USD-100mUSD soft committed)
• Vis- cofounder of Ve chain( 5-10m in-kind，Estimated))
• Roy- Cofounder of ETH treasury, ( 200m raised, 5m in-kind，Estimated))
• Draper Dragon（2-5m，Estimated)）
• Rocktree(2-5m，Estimated))
• Hashkey（To be discussed）
• Animoca （To be discussed）
• Parafi （To be discussed）
• Eigenlayer（ To be discussed）
• Waterdrip （To be discussed）

Execution Plan:

1. Step1, Internal round of Fund X, paramita & nethermind, 10m USD（Ready）1.0 USD and reverse merge with a pubco, in 2weeks or one month
2. Step2, Strategic Pipe round by one solo plus small IBs（Dominari Eric Trump）, at price 2x/3x，20-30mUSD, October
3. Step3, Pipe round and CB 100m-200m USD,Q4 2025
4. Step4, Pipe Round and ATM and CB, 300-500m USD, Q4, 2025
5. Step5, CB round+ ATM, 1B- 2BUSD, merge with a layer2 protocol( Hetu) & DeFi(Staking) protocol or AI protocol(Chaos) could be included， Q1 2026

Core Team from Nethermind, Paramita Venture and Advaita Labs:

1. COGP are ready，Akasha，Alvin
2. Asset Management Team：Gokhan, Lattern ，Snow（VC）
3. CFO and operation with public experience ready from Paramita ventures，「Oliver Li（VC） and Hao Wu（Public Chairmen）， Ashley Xiong（Goldmand，PE，Duke）」
4. Legal Team： Joy （ Robinson & Cole）
5. Core CEO and CMO needed（Stafanie from Hetu Side, new CMO, bybit and IB background before Crypto native/ Shalini Hetu Marketing Advisor/ Helen Yala CMO）
6. Some Board member needed ( Scott from exEF)

Advisors&Promotion Team：

1. Thomaz, Executive-Director of EF
2. David N，10+ DAT experience，doge one now，wallstreet hedgefund founder
3. Spensor Yang， CMC，CEO，5+ DAT， running link DAT now
4. Ted， ETH DAT now，200m raised，wallstreet hedgefund，thinking equity
5. Roy， ETH DAT now，100，000eth raised，OG
6. Ashley，ETH DAT now， GolmanSacks
7. Victor， Solona DAT now，MFH，wallstreet hedgefund
8. Yu， MPU founder，ETHDAT
9. Chengye，Bit Digital CoFounder， ETH DAT，raised 200m
10. Michael，0g DAT now，0G 3B DAT leader
11. Anna，Vana DAT now
12. Patrick， ETH DAT now
13. Jacob，ETH Center
14. Scott，coinlist president

Operational Plan：

• Asset Management：Galaxy
• Galaxy or Coinbase Prime（already connected）1%
• Staking，Rockx，3%
• Restaking，Figment+Eigenlayer，4-5%
• Active Strategy： maybe Lattern & Paramita

Future Plans Ongoing:

• London Stock，Q4, actually this is happening next month too. (Hao now is leading this one)
• Japan Stock，Q4
• HK Stock，Q4
• India Stock Q4

Tokenization of the Stocks:

• Need a foundation
• Bybit, (in discussion)
• Coinlist ( in discussion)
• Bitget( In discussion)
• Purps

To do list：

1. The speak person
2. The pubco target
3. Key anchor