Exodus Movement, Inc. March 2026 Treasury Update and Monthly Metrics
Rhea-AI Summary
Exodus Movement (NYSE American: EXOD) reported March 31, 2026 treasury and monthly metrics showing growth in its digital asset holdings and ongoing progress on payments infrastructure.
Key figures: 628 BTC, 1,857 ETH, and 17,541 SOL in treasury; 1.5 million MAUs; and $346 million exchange provider processed volume (March).
AI-generated analysis. Not financial advice.
Positive
- SOL holdings rose from 15,694 to 17,541 (≈11.8% MoM)
- Payments strategy advanced via continued development of Exodus Pay and partner network
Negative
- Exchange processed volume fell from $435M to $346M (≈20% MoM)
- XO Swap partner volume declined from $99M to $68M (≈31% MoM)
News Market Reaction – EXOD
On the day this news was published, EXOD gained 5.68%, reflecting a notable positive market reaction. Argus tracked a peak move of +4.8% during that session. Argus tracked a trough of -10.0% from its starting point during tracking. Our momentum scanner triggered 5 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $12M to the company's valuation, bringing the market cap to $215.93M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
EXOD was modestly higher (+0.16%) while key peers were mixed: PSFE -3.68%, CTLP -0.28%, AEVA +1.46%, SABR +6.01%, IIIV -0.09%, suggesting a stock-specific response to the treasury and metrics update.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Apr 02 | Investor event announcement | Positive | +3.8% | Inaugural Shareholder Day with record 2025 revenue and debt-free position highlighted. |
| Mar 12 | Marketing partnership | Positive | -8.7% | MoonPay X Games League signing bonuses paid in XO Cash stablecoin via Exodus Wallet. |
| Mar 11 | Earnings report | Negative | -8.7% | Record 2025 revenue but significant net losses and year-over-year Q4 revenue decline. |
| Feb 26 | Earnings date notice | Neutral | -1.7% | Announcement of timing and webcast details for Q4 and full-year 2025 results. |
| Feb 11 | Treasury update | Positive | -7.2% | January 2026 treasury metrics with growing BTC, ETH, SOL balances and $399M volume. |
Operational and partnership updates have often seen negative or muted reactions, with several treasury/metrics and partnership headlines followed by declines despite generally constructive language.
Over the past months, Exodus has emphasized a self-custodial payments roadmap and B2B XO Swap growth while reporting record 2025 revenue of $121.6M and full-year swap volume of $6.89B. Yet Q4 2025 brought a net loss of $53.2M and softer users and volumes. Multiple treasury and monthly metrics updates, including January 2026, coincided with share price declines. Today’s March 2026 treasury and metrics update continues that pattern of detailed transparency on digital asset holdings, MAUs, and swap volume.
Market Pulse Summary
The stock moved +5.7% in the session following this news. A strong positive reaction aligns with Exodus’ strategy of emphasizing its crypto-heavy treasury and payments infrastructure even during industry slowdowns. The March 2026 update showed higher Bitcoin, Ether, and Solana holdings (628 BTC, 1,857 ETH, 17,541 SOL) but weaker MAUs and swap volume. Historically, several treasury and metrics updates preceded declines, so any sharp upside would contrast with past selling on similar disclosures.
Key Terms
self-custodial technical
digital asset technical
AI-generated analysis. Not financial advice.
Digital asset holdings rise as Exodus advances payments strategy
OMAHA, Neb., April 08, 2026 (GLOBE NEWSWIRE) -- Exodus Movement, Inc. (NYSE American: EXOD) ("Exodus" or “the company”), a leading self-custodial cryptocurrency platform, today announced updated digital asset holdings, user metrics, and exchange provider processed volume metrics, as of March 31, 2026.
Exodus grew its digital asset treasury across all three core holdings in March and continued to advance its payments infrastructure, even as industry-wide crypto trading volumes fell to nineteen-month lows.
Exodus CFO James Gernetzke remarked: “March was one of the slowest trading months the industry has seen in over a year, and our volume reflects that. It’s exactly why building a complete payments experience––through Exodus Pay for our customers, and across our partner network––is central to how we’re diversifying revenue beyond market cycles.”
Selected Digital Asset Holdings (Unaudited)
- Bitcoin (BTC): 628 BTC as of March 31, 2026, compared to over 610 BTC as of February 28, 2026.
- Ethereum (ETH): 1,857 ETH as of March 31, 2026, compared to over 1,840 ETH as of February 28, 2026.
- Solana (SOL): 17,541 SOL as of March 31, 2026, compared to 15,694 SOL as of February 28, 2026.
Monthly Active Users (MAUs)
MAUs were 1.5 million as of March 31, 2026 compared to 1.6 million as of February 28, 2026, consistent with the broader industry slowdown.
Swap Volume
Exodus’ exchange provider processed volume was
About Exodus
Founded in 2015, Exodus Movement, Inc. (NYSE American: EXOD) is pioneering self-custodial finance by giving people the tools to earn rewards, spend, manage, and swap digital assets across borders, all without giving up control. Exodus serves millions of users through its products built on a simple principle: your money should be yours.
Exodus also powers crypto infrastructure for enterprise platforms serving millions of users through its enterprise product suite. Headquartered in Omaha, Nebraska, Exodus is financial software where ownership is the default. For more information, visit exodus.com.
Investor Contact
investors@exodus.com
Media Contact
Aubrey Strobel/Elena Nisonoff, Halcyon Communications
exodus@halcyonpr.xyz
Disclosure Information
Exodus uses the following as means of disclosing material nonpublic information and for complying with disclosure obligations under Regulation FD: websites exodus.com/investors and exodus.com; press releases; public videos, calls, and webcasts; and social media: X (@exodus and JP Richardson's feed @jprichardson), Facebook, LinkedIn, and YouTube.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical facts, may be forward-looking statements. Forward-looking statements are based on our beliefs and assumptions and on information currently available to us as of the date hereof. In some cases, you can identify forward-looking statements by the following words: “will,” “expect,” “would,” “should,” “intend,” “believe,” “expect,” “likely,” “believes,” “views”, “estimates”, or other comparable terminology.
Forward-looking statements in this document include, but are not limited to, management statements regarding management’s confidence in our products, services, business trajectory and plans, expectations regarding demand for our products, and volatility and trading volumes of digital asset markets. Such forward-looking statements involve a number of risks, uncertainties and other important factors that could cause our actual results to differ materially from those expressed or implied by our forward-looking statements. Such factors include those set forth in “Item 1. Business” and “Item 1A. Risk Factors” of Form 10-K filed with the Securities and Exchange Commission (the “SEC”) on March 11, 2026, as well as in our other reports filed with the SEC from time to time.
All forward-looking statements are expressly qualified in their entirety by such cautionary statements. Readers are cautioned not to place undue reliance on such forward-looking statements. Except as required by law, we undertake no obligation to update or revise any forward-looking statements that have been made to reflect events or circumstances that arise after the date made or to reflect the occurrence of unanticipated events.
