Buying back shares below the value of the Litecoin behind them monetizes the discount, and it leaves each remaining shareholder with a bigger slice of the treasury. @jay_lits in conversation with @TheMarketRunup

Lite Strategy FY 2026 financial results are in. Key highlights: - $100M deployed into LTC, holding 832,716 $LTC as of June 30, 2026, over 1% of all Litecoin ever mined, making it the largest public company holder of Litecoin - $1.0M strategic investment led into LitVM, the first zero-knowledge Layer 2 on Litecoin - 6.4M shares repurchased, or 17% of shares outstanding, halving the discount to NAV from 40% to the low 20% - $930k proceeds generated from its covered call program Closing the FY at $42.7M in total assets, with no outstanding debt The objective for FY 2027 is continuing to grow LTC per share through active treasury management. Digital asset treasury capital has concentrated heavily in Bitcoin, leaving one of the longest-operating and lowest cost payment networks underrepresented relative to its fifteen-year record. Regulatory clarity is closing that gap, and @LitecoinVM broadens Litecoin's utility beyond payments. Lite Strategy offers institutional capital direct access to that opportunity, a regulated, liquid, publicly traded vehicle without the custody complexity of holding the asset. As an investor in the network itself, the Company benefits as adoption of Litecoin expands, an alignment passive vehicles cannot offer. With a full fiscal year of operating record and no outstanding debt, the next phase is direct engagement with banking partners, analysts and allocators. Payments. Privacy. Hard money.

Lite Strategy led a $1M strategic investment in @LitecoinVM, the first zero-knowledge Layer 2 built on Litecoin. LitVM brings smart contracts, decentralized finance, and real-world asset tokenization to the Litecoin network. The deal was structured as a SAFE at a $50M post-money cap plus a Token Warrant for up to 2% of LitVM's supply at launch, with governance rights and a seat on its Strategic Advisory Committee. This investment keeps us aligned with development on the network and lets us build alongside ecosystem developers and partners to grow the Litecoin ecosystem. As it matures, we anticipate a programmable layer on Litecoin can make every token in our treasury more productive. That productivity is the first turn of a larger flywheel: as Litecoin's utility grows, so does organic demand for the asset, and a stronger treasury supports accretive capital raises that grow $LTC per share. Each turn of that loop compounds durable value for our shareholders.