SAIHEAT (SAIH) Investor presentation summary

Market trends and digital asset investment landscape

• Bitcoin's scarcity and decentralized nature have driven institutional adoption, with major firms like BlackRock and MicroStrategy making significant allocations and achieving strong returns.

• Digital asset-related stocks have outperformed Bitcoin and blue-chip companies during both bull and bear cycles, with small-cap growth companies in the US market showing 50%-100% higher average increases than BTC.

• Institutional and national investments, including Tesla, SpaceX, and various governments, have substantially impacted the digital asset market, with BlackRock's iShares Bitcoin Trust surpassing $20 billion in assets.

• Bitcoin has demonstrated resilience and superior returns compared to traditional assets during macroeconomic shocks, consistently outperforming indices like the S&P 500 and gold.

• Regulatory advancements in the US, Japan, and Singapore have fostered a more compliant and accessible environment for digital asset investments.

Company profile and business model

• Provides sustainable distributed cloud computing services, leveraging modular systems to optimize energy use and reduce carbon footprint for energy enterprises.

• Offers solutions such as Boiler Heating System (BHS), Associate Petroleum Gas (APG) reutilization, and Small Modular Reactor (SMR) integration to enhance energy efficiency and support Bitcoin mining.

• APG business model includes EPC and O&M services, with SAIHEAT charging project management fees or a share of mined Bitcoin as compensation.

• Clients benefit from turnkey solutions, technical support, and digital asset management, enabling participation in BTC mining without direct equipment maintenance.

Technology and innovation

• Develops hardware and software for energy management, including liquid-cooled mining containers and remote control systems.

• SMR roadmap emphasizes open-source, standardized designs to lower costs and accelerate adoption in the computing industry, inspired by Tesla's patent-sharing approach.

• Space-based computing is explored as a solution to sustainability and scalability challenges in traditional mining, addressing energy consumption and environmental impact.