The big shot in the US stock wallet industry just handed in the Q1 2026 "report card," and the content is basically a real-life portrayal of "eating meat while getting beaten."

Let's break down the assets of this "veteran wallet":
They have assets: Despite market volatility, they still hold real cash of $122.6 million.
Counting the holdings, they have 628 Bitcoin (BTC) and 1,861 Ethereum (ETH).
This configuration is just right for seasoned players in the crypto world.
A painful blow: The financial report also states that due to market fluctuations, this round of digital assets directly lost $36.4 million on paper.
And because trading volume shrank, the handling scale dropped to $1.18 billion, down 22% month-over-month.
It seems this batch of retail investors... ah no, users, have recently changed their operation strategies.
Quietly doing big things: Although they lost some money, they haven't been idle!
Exodus Pay has already launched nationwide in 50 states and globally.
Is this pace setting us up to pay for coffee and rent directly by scanning our wallets in the future?
Honest thoughts from the blogger:
The "Exodus" report is actually a microcosm of the market: asset shrinkage is the "market tax," but the full rollout of payment functions is the real "moat."
Institutions are building infrastructure while losing money; if retail investors get shaken out now, it would be a huge loss!
Today's interaction:
Do you think "Exodus" losing over $30 million is a "bad sign," or do you think its payment feature is already ready for "space"?
Chat in the comments: does the wallet you’re using now also hold this much Bitcoin and Ethereum?
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