IONI I-On Digital Corp

$IONI The Gold Rush Is Moving Onchain Square profile picture GoldFish · 11h Tokenized gold is adding holders faster than ever. Wallets holding gold tokens went from about 153,000 at the start of the year to about 338,000 by 22 October. That's about 185,000 new wallets in under ten months, more than in any full year before. Tokenized gold is now worth more than $5 billion, up from about $150 million at the end of 2020. Gold has come through financial crises, market crashes and generations of changing tastes in investing. People buy it to protect their wealth, to pass something down to their children and to hold an asset they trust. Now more people want to hold it onchain. The price helped, but it doesn't explain the shift. Gold is down this year, and holders keep arriving. More of them now want it in a form that's easier to buy, hold and move, and that's the shift $GGBR.X is built for. Why Gold Leads Tokenized Commodities Gold leads tokenized commodities by a wide margin, and silver is the clearest comparison. Both are precious metals, both are scarce, and both have real demand. Onchain, they look nothing alike. Tokenized gold is worth about $5.4 billion. Tokenized silver is worth about $210 million. That's a gap of about 25 times. Image Tokenized gold leads silver by 25 times. Scarcity doesn't explain the gap. Gold is almost 20 times rarer than silver, but its lead comes from more than rarity. Investors and central banks already hold gold to protect their reserves. A token only has to make it easier to hold: in small pieces, in a wallet, at any hour. That's catching on. Tokenized gold traded more than $90 billion in the first quarter of 2026, more than in all of 2025, and it's still less than 0.02% of a $28 trillion gold market. From Niche to Billions At the end of 2021, about 14,000 wallets held gold tokens. By the end of 2025, more than 150,000 did. Most of that growth came as gold took off. The price rose 13% in 2023, 27% in 2024 and 64% in 2025, and the rally put gold in front of people who had never looked at it before. Many of them chose tokens. In 2025 alone, the number of wallets holding gold tokens nearly quadrupled, and tokenized gold ended the year worth about $3.6 billion, three and a half times its value a year earlier. A token was the easier way in. New buyers could start with a fraction of an ounce, buy at any hour, keep it in the same wallet as their crypto and skip the vault, the insurance and the shipping. The World Gold Council sees the same pattern. Of today's digital gold investors, 52% held no gold before their first digital purchase. Image Year-end wallets holding gold-backed tokens, 2021 to October 2026. A Falling Price, a Growing Market Gold hit a record of nearly $5,600 an ounce in late January. By 22 October it was near $4,021, about 28% below that peak. Gold tokens kept growing anyway. Since the start of the year, the ounces held in the two largest gold tokens have grown about 50%, to almost 1.17 million. Gold itself is down about 7% this year. Image Tokenized gold holdings increase as the price of the asset goes down. Since the end of 2020, the gold price has roughly doubled. The tokenized gold market has grown more than 30 times. The price doubled, but the way people hold gold changed far more. What Comes Next The World Gold Council expects the shift to keep going. In a report with Boston Consulting Group on 19 October, it put the digital gold market at $45–55 billion today, with tokenized gold as one part of it. Its base case has digital gold growing about 27% a year, to $160–170 billion by 2031. Nearly nine in ten investors it surveyed said they would consider digital gold under the right conditions. Image World Gold Council report on digital gold. The report also names what stands in the way: trust, access, utility and cost. World Gold Council CEO David Tait put it plainly: "demand cannot scale without the right infrastructure behind it." Where $GGBR.X Fits Those four barriers are the ones $GGBR.X is built around. Trust. $GGBR.X is backed by 1,000,000 troy ounces of in-situ gold held by the GGBR Trust, and every token holder is a beneficiary. The CertiK and Cyfrin audits and the reserve dashboard are public, so holders can check them for themselves. Goldfish is also listed on CertiK's Top Emerging RWAs. Access. One $GGBR.X is 1/1000 of a troy ounce, so you can start with a small amount. It trades on Uniswap and is indexed on Ledger. Utility. $GGBR.X is an onchain token. It sits in the same wallet as the rest of your crypto and moves like any other token. Cost. There's no vault to rent, no insurance to buy and no bars to ship. The gold rush is moving onchain. As it grows, holders will pick the tokens they can check, reach and use, and $GGBR.X is built to be one of them. Want to publish your own Article? Upgrade to Plus Show 113 replies Square profile picture GoldFish Safe-harbor gold-backed digital asset for crypto-native investors. Your hedge against market turbulence. Ticker $GGBR.X » Governance Token $GFIN coming soon.

$IONI I-ON DIGITAL CORP. OTCQB: IONI | Digitization of Precious Metals on the Blockchain September 2026 Dear Shareholders and Friends of I-ON Digital Corp., Coming on the heels of I-ON Digital's second quarter public filing, reflecting approximately $3.6 million in year-to-date net earnings, the Company heads into the Q3–Q4 reporting window with the expectation that recurring revenue for the balance of the year will likely range between $6 million and $7 million. The bulk of this is anticipated to come from yield-based premiums and ION Digital licensing revenue derived from ION's core business practices — primarily through the deployment of ION's owned or controlled digital asset holdings and its IP-based technology services. Based on the Company's current cost structure, these revenues are expected to add approximately $5 million to $6 million in bottom-line earnings for the current year. NEW BALANCE SHEET ACCOUNTS ION's Q3–Q4 balance sheet is expected to reflect the addition of two new revenue-stream-driven accounts: • • $3.8 million Convex (CVX) SAFE Wallet Account — readily convertible to USD cash through ION's Treasury Services Division $3.2 million iREET Token Wallet — a residential and commercial real estate–backed token, available for purchase or sale on digital asset exchanges KEY NEXT STEPS • • • • • • • • • Secure bridge funding, to be followed by strategic capital funding Monetize ION SAFE Wallet holdings in accordance with ION's Treasury Policy Guidelines and Practices (see CVX and iREET holdings above) Announce engagement of an investment banking / strategic advisory partner File an S-1 registration statement in connection with a prospective NASDAQ uplist (in preparation by counsel) Announce a prospective Common Stock buyback program (amount to be determined) Announce a key technology-based M&A transaction, subject to completion of existing and ongoing negotiations Public rollout of ION's “Digital Bank-in-a-Box” banking platform for independent and regional banks Consummate the initial Blythe, CA gold claims transaction and begin initial vault deliveries of surface-level gold deposits Announce a minimum of two additional Board members FUNDING STRATEGY I-ON Digital is currently engaged in negotiations focused on raising $1 - $3 million in bridge funding. The working concept is a corresponding security interest, if necessary, in ION’s balance sheet assets — the CVX SAFE wallet, the iREET token position, and/or Purchase Money interests in the Blythe claims package — with conversion at a preferential discount tied to a future qualified financing or a NASDAQ uplisting event. This funding will allow the Company to continue its ongoing due diligence in advancing the Blythe Gold Claims project. ION's Board of Directors has recently approved an expansion of the Blythe Gold Claims acquisition — adding additional claims for a total of 36 Bureau of Land Management (BLM) claims – subject to final surveying and geological meet & bounds staking. This interim funding is also intended to bridge the Company through to the November 1 initial funding release date of the Convex SAFE Wallet referenced above. Why it matters: I-ON Digital is ultimately contemplating a larger institutional raise to fund the rollout of the Company's cornerstone Digital Bank-in-a-Box platform, among other strategic initiatives. ION's core-processing service bureau — a digital-assets-based solutions platform — is designed to give independent and regional banks access to ION's software licensing and functionality solutions for cost-effective institutional conversion to full-scale digital banking capabilities across lending, deposit, wealth management, and transaction settlement functions. Funding at this greater level would further allow I-ON Digital to secure a range of materially underwritten gold claims currently within the Company's gold claims pipeline, which includes both fee-simple acquisitions and joint-venture opportunities. Under ION's business model, the Company would manage the output, marketplace deployment, and monetization of the resulting ION gold-backed digital assets produced from this growing pipeline. A further component of the strategic capital raise is an anticipated enterprise-wide rollout of I-ON Digital's marketing and communications strategy, including the introduction and engagement of U.S. and global partnerships focused on broad marketplace positioning and long-term brand building around the I-ON Digital name. We look forward to further discussions on any and all of the above, and thank you for your continued interest in and support of I-ON Digital Corp. Regards, Carlos X. Montoya Chairman & Chief Executive Officer I-ON Digital Corp. Forward-Looking Statements This communication contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding anticipated revenue, earnings, funding, capital raises, regulatory filings, and business initiatives. These statements are based on current expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied, including but not limited to market conditions, availability of financing, regulatory outcomes, and execution risk. I-ON Digital Corp. undertakes no obligation to update these statements except as required by law. Nothing in this communication constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments.

$IONI IONI~$3.6M YTD net earnings after Q2, $6–7M recurring revenue expected for the rest of the year, and about $5–6M in added earnings. New accounts cited: $3.8M CVX SAFE wallet and $3.2M iREET real-estate token. Next steps include bridge funding, an S-1 toward a possible NASDAQ uplist, Digital Bank-in-a-Box,