v3.26.1
Condensed Consolidated Statements of Operations and Comprehensive Loss - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Revenue:    
Total revenue $ 50,272 $ 35,322
Operating expenses:    
Salaries and compensation 65,428 34,272
Technology [1] 22,090 16,674
General and administrative [2] 21,680 13,999
Transaction losses 11,090 4,130
Sales and marketing 19,071 9,036
Transaction processing 5,101 5,238
Total operating expenses 144,460 83,349
Operating loss (94,188) (48,027)
Other income (expense):    
Realized and unrealized loss on crypto assets and receivable, crypto assets pledged (100,977) (128,929)
Realized and unrealized gain on related party crypto loans 90,082 99,001
Change in fair value on related party convertible notes 0 (8,187)
Change in fair value on related party loans 0 (55,547)
Interest expense on related party loans (3,311) (13,897)
Interest expense on third party loans (1,792) (3,228)
Interest expense on funding debt (2,495) 0
Other income (expense), net 3,724 4,538
Total other income (expense), net (14,769) (106,249)
Net loss before income taxes (108,957) (154,276)
Income tax benefit (provision) (21) 5,012
Net loss $ (108,978) $ (149,264)
Net loss per share attributable to common stockholders:    
Basic (in dollars per share) $ (0.93) $ (30.34)
Diluted (in dollars per share) $ (0.93) $ (30.34)
Weighted average shares outstanding - basic (in shares) 116,582 4,920
Weighted average shares outstanding - diluted (in shares) 116,582 4,920
Net loss $ (108,978) $ (149,264)
Other comprehensive income:    
Foreign currency translation, net of tax 306 475
Change in fair value attributable to instrument-specific credit risk 0 4,327
Total other comprehensive income 306 4,802
Comprehensive loss (108,672) (144,462)
Net revenue    
Revenue:    
Total revenue [3] 48,578 35,117
Other revenue    
Revenue:    
Total revenue $ 1,694 $ 205
[1]
(2) Technology expenses include related party amounts of $0 and $0.2 million for the three months ended March 31, 2026 and 2025, respectively, as outlined in Note 21. Related Party Transactions.
[2]
(3) General and administrative expenses include related party amounts of $0.4 million and $0 for the three months ended March 31, 2026 and 2025, respectively, as outlined in Note 21. Related Party Transactions.
[3]
(1) Net revenue includes related party amounts of $0.3 million and $0.6 million for the three months ended March 31, 2026 and 2025, respectively, as outlined in Note 21. Related Party Transactions.