Gemini Space Station, Inc.GEMI

Gemini plans agentic trading as part of its future super app for markets.

“EVOLUTION 2014 — 2020 ORIGIN Bitcoin company Regulated bitcoin exchange and custodian 2021 — 2025 GEMINI 1.0 Crypto company Multi-asset crypto trading, custody, staking, credit card 2026 GEMINI 2.0 Markets company Building the super app for the markets economy GEMINI 2.0: FOUR INTEGRATED PRODUCT VERTICALS Invest & Trade Expanding the tradable universe on our core trading platform: spot crypto, advanced trading, OTC, U.S. equities and ETFs, and agentic trading; with plans to launch U.S. derivatives1 Onchain The trusted infrastructure layer powering institutional custody, staking, and the bridge to onchain finance across the platform Card Consumer financial products earning crypto rewards on everyday spend Predictions Vertically integrated prediction markets exchange.2 Markets on crypto, sports, politics, economics, and more ONE SHARED INFRASTRUCTURE Matching engines Trading Systems Custody Compliance Regulatory Licenses [1] Subject to CFTC approval and applicable U.S. regulatory frameworks and law. [2] Operating under CFTC DCM and DCO licenses held by our regulated subsidiaries, Gemini Titan, LLC and Gemini Olympus, LLC. Earnings Presentation | Q2'26 5 From bitcoin company to markets company”

Gemini anticipates launching an agentic trading platform across markets.

“Earnings Presentation | Q2'26 6 Building a super app for the markets economy We expect to launch new products and features to expand the breadth of our platform New Asset Class Research & Social Layer Markets Infrastructure Execution Layer U.S. Stock Trading1 Trade U.S. equities and ETFs alongside crypto and predictions, broadening spot coverage across major asset classes Command Center Personalized predictions feed with embedded AI insights, real-time market context, and emerging social features to drive informed trading* Derivatives & Clearing Event contracts live on our regulated derivatives stack,2 with in-house derivatives, third-party clearing, and broader markets ahead* Agentic Trading Platform Developer platform, advanced trading tools, and AI agent integration anticipated across every market on Gemini — crypto, stocks,3 predictions, and derivatives [1] Offered through our FINRA-registered broker-dealer subsidiary, Gemini Galactic Markets, LLC. Not available in all U.S. states. [2] Operating under CFTC DCM and DCO licenses held by our regulated subsidiaries, Gemini Titan, LLC and Gemini Olympus, LLC. [3] Agentic trading platform is not currently offered on stocks. * Products and features are not currently offered. Availability and timing subject to, among other things, regulatory approval and applicable law. See the forward-looking statements disclaimer in this presentation.”

Gemini uses agentic development agents that author PRs and for code review, boosting engineer output.

“Earnings Presentation | Q2'26 PRs Merged3 per Engineer Quarterly average4 per Engineer AI adoption is compounding across Gemini, output per Engineer1 up 1.5x2 since Q4'25 [1] Engineer includes any distinct PR author at Gemini that submits a PR, and may include individuals outside of engineering functions. [2] Output is measured by PRs Merged. PRs Merged means a proposed code change (pull request) has successfully passed review and been integrated into our codebase. [3] PRs Merged means a proposed code change (pull request) has successfully passed review and been integrated into our codebase. [4] Measured by total PRs Merged / applicable Engineers in the applicable period. “Engineer” includes any distinct PR author at Gemini that submits a PR, and may include individuals outside of engineering functions. 9 How we're using AI Agentic development ● Agents can author PRs end-to-end, with human review and approval before merge ● A dedicated agent team for code review — our most mature internal deployment AI spend discipline ● Budgets enforced at organization, team, and individual level Provider optionality ● Multiple model providers in production, no single-vendor dependency ● Internal tooling to monitor spend and match model choice to task Q4'25 +15% QoQ Q1'26 +28% QoQ Q2'26 1.5× PRs Merged / Engineer vs. Q4'25”

Gemini Space Station uses AI agents in software development to author and review code, subject to human review, and notes associated risks.

“We currently use machine learning and AI, both proprietary and third-party technologies, to support our products, processes, and internal operations and have plans to expand our use of AI in the future. For example, we use AI models to assess the risk of ACH fraud and duplicate accounts, assist with identity verification, analyze customer feedback, and power customer service chatbots. These models are trained primarily on internal datasets, including user transaction history, account activity, and customer service interactions, and operate under data governance protocols that prohibit the use of sensitive or personally identifiable information in generative AI applications. We also use third-party generative AI tools under enterprise agreements for internal use cases such as resume screening and developer support. Recently, we have begun using AI agents in our software development processes, including to author and review code, subject to human review and approval before code is merged. AI-generated code may contain errors, security vulnerabilities, or other defects that are not identified through our review processes and could adversely affect our systems, products, or services.”

Gemini reports user growth, assets, investment and regulatory license.

“● Monthly Transacting Users were 589,000, up 17% year-over-year. ● Assets on Platform were $11.1 billion as of March 31, 2026, compared to $14.2 billion at March 31, 2025, reflecting lower crypto asset valuations relative to the elevated market levels in the prior year period. Business Highlights Gemini Strengthens Balance Sheet with $100 Million Investment ● On May 14, 2026, Gemini closed a $100.0 million private placement with WCF in exchange for 7,142,857 shares of the Company’s Class A common stock, with the investment funded in bitcoin. ● The transaction enhances the Company’s liquidity and supports continued investment in product development, strategic initiatives, and general corporate purposes. Additional details are available in the Company’s Form 8-K, filed with the Securities and Exchange Commission (“SEC”) on May 14, 2026. Gemini Secures DCO License, Next Step In Full-Stack Markets Infrastructure ● On April 29, 2026, Gemini Olympus received a Derivatives Clearing Organization (“DCO”) license from the U.S. Commodity Futures Trading Commission (“CFTC”), making Gemini one of only a handful of crypto-native platforms in the U.S. to hold both a Designated Contract Markets (“DCM”) and a DCO license in-house. Together, these licenses represent the next step for Gemini to be a full-stack, end-to-end marketplace for predictions, futures, options, and more, without reliance on third-party clearinghouses. ● The DCO will enable Gemini to handle settlement, risk management, co”

Gemini launched a developer platform enabling agentic trading with modular functions for market data and strategies.

“● The tool includes Trading Skills, a library of modular, pre-built functions that agents can call on demand, including real-time market data, bid-ask spread retrieval, and historical candlestick data, with more expected to be launched soon. Agentic Trading is designed to meet traders where they are, with a low floor for beginners and a high ceiling for sophisticated quant strategies. Conference Call As previously announced, management will host a conference call tomorrow, May 15, 2026, at 8:30 a.m. E.T to discuss its Q1 2026 earnings results. The event will be webcast live via our investor relations website. Call registration and webcast details are available on the Events page of our investor relations website https://investors.gemini.com/ ahead of the call. Following the call, a replay and transcript, as well as copies of Gemini’s earnings press release and earnings presentation, will also be available at https://investors.gemini.com/. The information on our website or accessible through our website is not incorporated or a part of this earnings release.”

Gemini launched a developer platform enabling agentic trading.

“1 Delivering on operational discipline with total operating expenses down 16% sequentially in Q1; restructuring expected to be completed, with full-quarter cost expected in Q2 2 Accelerating Predictions with frequent product enhancements since December '25 launch, more than 20k predictions traders1 have traded contracts, and predictions volume2 was up 78% month-over-month in April ‘26 3 Expanding trading capabilities on the platform, launching spot margin with support for long and short positions, a rebuilt advanced trader experience, and a new developer platform enabling agentic trading 4 Building a more durable revenue and user model with services revenue and interest income up 122% year-over-year, driven by card net revenue growth of over 292% year-over-year in Q1 5 Executing on markets company strategy with recently-received Derivatives Clearing Organization DCO) license completing our DCM  DCO stack, advancing toward in-house derivatives in the future, third-party clearing, and broader markets Recent Business Highlights [1] Predictions traders is defined as the cumulative count of unique users that have placed a trade on Gemini Predictions since launch in December 2025. Numbers as of 5/10/26. [2] Predictions volume is defined as the total number of event contracts bought or sold on our prediction marketplace during the period. Each contract can be traded at $0.01 increments up to $1 and is worth $1 upon settlement. Earnings Presentation | Q1’26 4”

Gemini plans to expand agentic trading across crypto, stocks, predictions, and derivatives.

“EVOLUTION 2014 — 2020 ORIGIN Bitcoin company Regulated bitcoin exchange and custodian 2021 — 2025 GEMINI 1.0 Crypto company Multi-asset crypto trading, custody, staking, credit card 2026 GEMINI 2.0 Markets company Building the super app for the markets economy GEMINI 2.0: FOUR INTEGRATED PRODUCT VERTICALS Invest & Trade Expanding the tradeable universe on our core trading platform: spot crypto, advanced trading, OTC, agentic trading; with plans to launch U.S. stocks1 and derivatives2 Onchain The trusted infrastructure layer powering institutional custody, staking, and the bridge to onchain finance across the platform Card Consumer financial products earning crypto rewards on everyday spend Predictions Vertically integrated prediction markets exchange.3 Markets on crypto, sports, politics, economics, and more ONE SHARED INFRASTRUCTURE Matching engines Trading Systems Custody Compliance Regulatory Licenses [1] Targeting launch this year. Timing and availability is subject to regulatory approval and applicable law. See the forward-looking statements disclaimer provided in this presentation. [2] Subject to CFTC approval and applicable U.S. regulatory frameworks and law. [3] Operating under CFTC DCM and DCO licenses. Earnings Presentation | Q1’26 5 From bitcoin company to markets company”

Gemini launched a developer platform with APIs opening trading to AI agents that autonomously monitor and execute trades.

“● Launched spot margin, with support for both long and short positions with up to 5x leverage, giving active retail traders the ability to hedge, take directional views, and express strategies ● Rebuilt the ActiveTrader interface with a 2.5x performance improvement, real-time market data processing for high-volatility conditions, and order modification capability that helps meet the latency and execution standards of advanced traders ● Launched the Gemini Developer Platform with unified REST, WebSocket, FIX, and MCP API access, opening the trading platform to AI agents that can autonomously monitor markets and execute trades through customer accounts Trading Volume1 down 53% Y/Y, while transaction revenue remained steady Y/Y Q1 Trading Highlights Earnings Presentation | Q1’26 9 [1] Trading Volume is defined as the total U.S. dollar equivalent value of spot matched trades transacted between a buyer and seller through our platform during the period of measurement. Expanding trading capabilities and more ways to serve higher intent trading activity across the platform”

Gemini anticipates expanding its agentic trading platform and AI agent integration across all markets.

“Building a super app for the markets economy We expect to launch new products and features to expand the breadth of our platform* New Asset Class Research & Social Layer Markets Infrastructure Execution Layer [1] Licensure applications planned and in process in U.S. states and territories. [2] Agentic trading platform is not currently offered on stocks. * Products and features are not currently offered. Availability and timing subject to, among other things, regulatory approval and applicable law. See the forward-looking statements disclaimer in this presentation. U.S. Stock Trading Trade U.S. equities and ETFs1* alongside crypto and predictions, broadening spot coverage across major asset classes Command Center Personalized predictions feed with embedded AI insights, real-time market context, and emerging social features to drive informed trading* Derivatives & Clearing Event contracts expected to live on our regulated derivatives stack, with in-house derivatives, third-party clearing, and broader markets ahead* Agentic Trading Platform Developer platform, advanced trading tools, and AI agent integration anticipated across every market on Gemini — crypto, stocks,2 predictions, and derivatives Earnings Presentation | Q1’26 12”

AI agents have increased engineer productivity tenfold and are changing workforce composition.

“(MCP), an open-source API interface designed specifically for AI agents like Large Language Models (LLMs). More on AI. While we believe AI is going to change the composition of our customer base, it’s already changing the composition of our workforce and how we work. Up until recently, the impact of software engineers could differ by an order of magnitude or 10x. Great engineers would have 10x more impact than good engineers. AI has completely changed the game, expanding this paradigm by another order of magnitude (at a minimum), making a 10xer now a 100xer. Critically, we are seeing that this step change holds true for every engineer who adopts AI into their workflows. And it also holds true for non-engineering work as well. Doing more with less has never been more true or possible and we believe this trend line is only just beginning. Notably, the force multiplier effect of AI for Gemini and our workforce is quite new. It wasn’t until the end of last year that AI agents for coding and software development had a splitting of the atom moment. While different pockets of our technology organization had been experimenting with AI in their workflows for a while, AI was not core to them. For example, late last summer, when we were in the middle of our IPO road show, AI was used in only 8% of the code being written and shipped to production. In December, however, the future arrived. The models hit an inflection point and in combination with the internal tools we built for changeset”

Gemini describes potential for autonomous AI agents to conduct crypto value transactions.

“AI-based value exchange . Autonomous AI agents can leverage crypto rails to initiate, verify, and settle value transactions without human intervention. This frictionless, always-on infrastructure can enable AI-based micro-transactions and unlock new agent-to-agent value exchange.”

Gemini Space Station discusses autonomous AI agents using crypto for value transactions.

“AI-based value exchange . Autonomous AI agents can leverage crypto rails to initiate, verify, and settle value transactions without human intervention. This frictionless, always-on infrastructure can enable AI-based micro-transactions and unlock new agent-to-agent value exchange.”

Gemini Space Station discusses autonomous AI agents using crypto for value transactions.

“AI-based value exchange . Autonomous AI agents can leverage crypto rails to initiate, verify, and settle value transactions without human intervention. This frictionless, always-on infrastructure can enable AI-based micro-transactions and unlock new agent-to-agent value exchange.”

Gemini Space Station describes how autonomous AI agents can use crypto rails for value transactions.

“AI-based value exchange . Autonomous AI agents can leverage crypto rails to initiate, verify, and settle value transactions without human intervention. This frictionless, always-on infrastructure can enable AI-based micro-transactions and unlock new agent-to-agent value exchange.”

Gemini Space Station discusses potential for autonomous AI agents to enable value exchange via crypto.

“AI-based value exchange . Autonomous AI agents can leverage crypto rails to initiate, verify, and settle value transactions without human intervention. This frictionless, always-on infrastructure can enable AI-based micro-transactions and unlock new agent-to-agent value exchange.”