B HODL WEEKLY UPDATE - 26 June 2026 @bitcoinhodlco | AQSE: $HODL | OTCQB: $BHODF | FRA: $F5S ON THE BITCOIN PRICE Bitcoin has been through a difficult period recently, and we’re well aware that declining prices are uncomfortable, particularly for anyone whose entry point was at a more optimistic time. Our team has (fortunately or otherwise) been through many bear markets before, and we want to reassure you that the current environment is one we anticipated and planned for as a company well before our IPO. When we went to market, we were explicit that Bitcoin is a volatile asset, and that volatility cuts both ways. We built our strategy to be robust across all market cycles, not merely in bull conditions. That means that while we have a balance sheet primarily held in Bitcoin, we severely limit leverage on our core treasury; we earn Bitcoin-native revenues from our Lightning routing and LSP businesses that compound our holdings regardless of price; and with a low burn rate and a prudent fiat cash buffer we have the option and the discipline to continue accumulating during downturns rather than retreating from them. Bear markets are where the foundations of strong businesses are laid. We believe, as we always have, that Bitcoin's long-term trajectory is upward, and that the temporary discomfort of a drawdown is the price of participation in one of the most significant monetary transitions in history. We are not selling, but building. And we look forward to reporting the results of that approach to you in the quarters ahead. LIGHTNING SERVICE PROVIDER LIVE AND GROWING Our Lightning infrastructure continues to gain traction. As of today, our public node BHODL-PUBLIC-01 is providing 3.264 BTC of capacity to the Lightning Network (0.11% of the whole network after just a few weeks) and we are currently ranked: • #5 globally for availability • #24 globally for growth • #192 globally for capacity These numbers reflect a node that is reliably online and actively growing. Availability might be the metric we care about most at this point: it tells you whether a node is actually doing its job, that is routing payments, providing liquidity, and functioning as productive infrastructure for the Lightning Network. Being ranked 5th globally for availability is a result the team is justifiably proud of. For anyone looking to access Lightning liquidity or connect to our node, visit: lightning.bhodl.com or find us on @ambosstech Magma, where we are now listed and discoverable by the broader Lightning operator community. WAR, BITCOIN AND THE FUTURE OF MONEY at the HOUSE OF BLOCK Last week I had the pleasure of joining a panel at House of Block's Digital Assets Conference & Polo Event at Ham Polo Club in Richmond, alongside economist @brunello_rosa and Katie Ramsey from the UK Government's Office for Investment, moderated by BBC journalist @ThomasMason The conversation, written up by @jilliangodsil in @blockleaders as 'War, Bitcoin and the Battle for the Future of Money' (link in the thread), looked to the heart of why we think Bitcoin matters, essentially as an unstoppable and neutral money that cannot be blocked or manipulated, even by nation states. Brunello Rosa noted that war has exposed the fragility of the post-1971 monetary order: the two pillars of dollar dominance (US fiscal credibility and the petrodollar) are both under pressure. China is pushing the e-CNY as a dollar alternative; the US is extending its reach via stablecoins. A new geopolitical contest over money, energy and computing is underway. My contribution focused on Bitcoin's role as what many of us call 'money for enemies'; as a payment network that cannot be frozen, censored or stopped, regardless of who controls the banks or the switches; with a please for a more holistic and forward thinking approach to the integration of Bitcoin mining, HPC, data centres and our national grid. Katie Ramsey added insights on conversations with Ukrainian officials after Russia's invasion revealed that rebuilding digital financial infrastructure was as much a priority as rebuilding physical infrastructure; noting that Bitcoin donations to Ukraine has got through even when the local banking system was failing. Resilience is the new strategic objective. FREE SATS FRIDAY We ran Free Sats Friday with a bit of a twist this week. If you have taken part before, you will know that we run a weekly live demonstration of Bitcoin as money, using the Lightning Network as a global payments rail. This week, with several members of the team on leave, we went back to our agent @ClaudiaTiberius and plugged in a ‘scraper’ app built by our COO @m1kecrosbie, to automate as many of the payments as possible. Claudia pulled addresses and invoices from the app, and autonomously sent payments in batches from her own wallet, in what we think could well be the biggest live experiment in autonomous agentic Bitcoin payments that has yet been run. We have a few nits to debug; and apologies if you got paid twice (or not at all!). Claudia is still learning, but it’s still incredible to think that we are not far from being able fully to automate a real-time payment run simply using @openclaw and Lightning. To take part next week, follow @bitcoinhodlco on X and submit your Lightning address for your chance to receive sats directly to your wallet. Thank you, as always, to our shareholders and community. We look forward to sharing more progress with you shortly.

B HODL WEEKLY UPDATE @bitcoinhodlco | AQSE: $HODL | OTCQB: $BHODF | FRA: $F5S SPEAKING AND MEDIA Delighted finally to have seen (and been featured in) a new video by @4lexanderPetrou, filmed at the @smarterwebco Unconference in Bristol (give him a follow here and do subscribe on Youtube - he’s been putting out excellent and readily-digestible videos on economics and the macro mess that we all find ourselves in). Link in the thread. Also grateful to @korbsh for the invitation to speak at the House of Block event at Ham Polo Club in Richmond on the 18th; discussing in my case Bitcoin’s place as an unstoppable ‘money for enemies’ in a new multipolar world, and the importance of taking seriously the Bitcoin mining industry’s integration with energy and heating systems, particularly in countries such as the UK whose grid is increasingly in need of flexible load and demand response. LIGHTNING SERVICE PROVIDER We put out an announcement to the market on 18 June relating to our new LSP business. We’re delighted with the progress we’re making both in terms of demand and in the proof of concept - and in relation to our core principles dedicated to building a business that supports the use of Bitcoin as money and the infrastructure required to enable that. The latest public data on Node 01 can be viewed at the link in the thread - as of the time of writing, we’re already ranked 5th in terms of availability. We also gave our view on the current and ongoing Bitcoin price volatility, and what we have done to ensure that the company remains in rude health despite the markets. Read the full announcement on our website (link in thread), and for anyone needing Lightning liquidity, we’re here: lightning.bhodl.com SOCK GIVEAWAY Keep an eye out for our regular sock giveaways - this week we had 3 pairs up for grabs- Bull, Roller Coaster Guy, and our B HODL Shareholder Socks. And don’t forget Free Sats Friday, this week sponsored by our CFO @CoincornerDave.