Top 15 Portfolio: Mid-Year 2025 Value Check

Breaking News: Advanced Blockchain AG / Category: Digital Assets

Advanced Blockchain AG Announces Valuation of Top 15 Cryptocurrency Holdings as of June 30, 2025

July 25, 2025 / 12:12 Central European Time

The source of this information is solely responsible for its accuracy.

Advanced Blockchain AG: Portfolio Valuation Update – Top 15 Holdings (June 2025)

Berlin, Germany – July 25, 2025 – Advanced Blockchain AG (ABAG, Frankfurt Scale, Düsseldorf Primary Market, XETRA: ISIN ), a prominent builder and investor focused on blockchain ventures, today shared an updated assessment of its 15 premier portfolio holdings. The valuation was conducted through their subsidiary, Incredulous Labs Ltd. The assessment, completed on June 30, 2025, estimates the combined worth of these assets at $15 million USD.

Key Holdings Overview

Among the listed assets, peaq remains the largest single holding, although its proportional representation within the overall portfolio has decreased. Other noteworthy contributors, including Panoptic, Light, and Polymer, collectively represent a valuation exceeding $5 million USD.

Publicly Traded Tokens (Market Values as of June 30, 2025)

• peaq: Holdings include 88,059,820 $PEAQ tokens and 672,112 KREST tokens, collectively valued at $6,874,983.
• Ethereum: A total of 92 ETH tokens are held, with a value of $230,000.
• Contango: Portfolio contains 11,885,556 TANGO tokens, valued at $160,455.
• Bitcoin: Holdings amount to 1.2 BTC, with a value of $129,043.20.
• Neon EVM: Portfolio includes 533,220 NEON tokens, valued at $53,322.

Private Equity and Pre-Launch Tokens (Valued by AVS-Valuation GmbH as of June 30, 2025)

• Panoptic: Estimated valuation range: $1,520,000 – $2,280,000.
• Light: Estimated valuation range: $1,350,000 – $2,020,000.
• Polymer: Estimated valuation range: $1,340,000 – $2,010,000.
• Talisman: Estimated valuation range: $440,000 – $660,000.
• Permanent Ventures: Estimated valuation range: $280,000 – $420,000.
• Zcloak: Estimated valuation range: $220,000 – $340,000.
• Laconic: Estimated valuation range: $120,000 – $180,000.

Equity Stakes

Other assets within the top 15 include Volume Finance. Incredulous invested $350,000 in Volume Finance for an equity position in 2022. This holding was identified during a recent internal review and is now listed on the company’s website. Contact with the Volume Finance founders has been re-established, and discussions are underway to explore options for monetizing Advanced Blockchain’s equity in the project.

Furthermore, DELV (formerly Element Finance) encountered a vulnerability in its Hyperdrive smart contracts, leading to a collective decision by founders and shareholders to discontinue the project, citing the excessive costs associated with rebuilding. Advanced Blockchain’s management is in ongoing communication with the DELV founding team to secure liquidation proceeds from its preferred shares. Expected proceeds are estimated between $200,000 and $300,000, pending liquidation expenses.

The presented top 15 asset valuation excludes direct equity holdings in EoT Labs (including its intellectual property), FinPro’s intellectual property, and other various assets held by the group (e.g., PEN, TIA*, AR, AO, $M, MYSO, SNX).

Valuation Details

AVS-Valuation GmbH employs a thorough valuation process for these assets, considering legal structure (SAFTs, SAFEs), sector comparisons, core metrics, technical progress, market capitalization, and Total Value Locked (TVL) where relevant.

Hatem Elsayed, COO of Advanced Blockchain AG, states:

“During the first half of 2025, several portfolio assets experienced value declines, particularly $PEAQ, which, as of December 31, 2024, constituted 80% of the total portfolio. This consequently lowered its relative contribution to the overall portfolio value. These shifts primarily resulted from broader market corrections and evolving sentiment early in 2025.

The concentrated nature of our portfolio, heavily weighted toward four to five key assets, has amplified the impact of individual asset volatility. This emphasizes the critical need for ongoing strategic diversification, a process initiated throughout 2025 and planned for increased activity in the remainder of the year. These efforts are scheduled to intensify following the anticipated completion of our historical clean-up process by the end of July 2025.”

Market Conditions Overview

The first six months of 2025 sustained the positive momentum from late 2024, with digital asset markets increasing in both value and adoption. Bitcoin remained robust above the $100,000 level, fluctuating mainly between $104,000 and $110,000, representing a 45% gain. Temporary geopolitical issues were quickly resolved, with investor appetite remaining healthy, bolstered by modest gains in U.S. equities.

On-chain analytics and technical indicators suggested continued strength. Bitcoin exhibited high-volume transactions and consistent exchange outflows, indicating ongoing accumulation by long-term holders. Ethereum started the year around $3,300 but, following a decrease to around $1,400 by April, stabilized within a range of $2,400 to $2,700 towards the end of Q2 2025. May saw the public testnet launch of EIP-7251, a crucial upgrade expected to improve staking efficiency and attract institutional validators.

Recent Portfolio Successes

• peaq: By the second quarter of 2025, peaq achieved a significant milestone with over 5 million unique on-chain addresses and processed more than 14 million transactions. Furthermore, 1.4 billion PEAQ tokens (over 30% of the total supply) were actively being staked, highlighting strong user engagement and network activity.
• Panoptic: Panoptic launched its decentralized trading platform on Ethereum, reaching a Total Value Locked (TVL) of almost $1.76 million USD in Q1 2025.
• Contango Protocol: Contango’s protocol fees (trading and service fees generated directly from users) increased significantly in the first half of 2025: Q1 2025: $426,154; Q2 2025: $234,980. Including partial Q3 data, total fees generated in 2025 have reached about $720,000, indicating a strong first half of the year and continuing growth into the third quarter.

Upcoming Investor Call

Advanced Blockchain AG will hold an investor update call during the first half of August 2025. The specific date will be announced on the investor relations section of the company’s website soon.

* The Celestia tokens were provided to ABAG as compensation for an investment made in 2023, but have not yet been formally transferred to ABAG or its subsidiary.

About Advanced Blockchain AG

Advanced Blockchain AG (Scale Frankfurt, Primary Market Düsseldorf, XETRA: ISIN ) is a venture studio and investor specializing in the blockchain sector. It operates with an extensive network of analysts, developers, programmers, economists, and mathematicians. Advanced Blockchain AG is dedicated to pioneering the future of Web 3.0 and driving innovation across various ecosystems and markets within the blockchain space.

For additional details about Advanced Blockchain AG, its projects, and investments, please visit https://www.advancedblockchain.com/.

Contact Information:

ir@advancedblockchain.com

July 25, 2025 CET/CEST – Corporate News Dissemination via EQS News, a service of EQS Group.

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