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DDC Enterprise CEO says bitcoin accumulation, AI investments are ‘core focus’

DDC Enterprise (DDC) issued a corporate update in a Letter to Shareholders from Founder, Chairwoman, and CEO Norma Chu, which said in part, “Two years ago, DDC was a food company navigating a difficult post-pandemic landscape. Today, we have advanced into something different and something more. DDC is a global Asian food platform with a world-class Bitcoin treasury and, as of this week, an AI infrastructure to manage it at institutional scale. That is not a pivot. It is an evolution – deliberate, disciplined, and still just beginning…Our priorities for 2026 are clear. On the food business: We will continue to grow in higher-margin markets, deepen our offline distribution channels in China, and drive further improvement in our cost structure. The consumer business is our operational anchor. It generates revenue stability, supports our team, and gives us the foundation to pursue our treasury ambitions from a position of strength, not desperation. On Bitcoin accumulation: We will continue to execute in a measured, disciplined manner. Our capital structure gives us the flexibility to act opportunistically without overextending. We will not chase Bitcoin at any price. We will accumulate with conviction with a long-term mindset. On yield: We will begin to explore selective, risk-managed opportunities to generate yield on our Bitcoin holdings. This will be guided by clearly defined risk parameters, high-quality counterparties, and an overriding priority on capital preservation. Yield is a complement to our accumulation strategy. On the Treasury AI Platform: We will continue to expand its capabilities, deepen its dataset, and develop its models as our treasury operations grow. And as the platform matures internally, we will evaluate how its architecture can serve a wider universe of corporate treasury operators, as well as its application beyond treasury management. DDC is a company in transformation. That transition carries real costs in complexity and in the patience, it requires of our shareholders. I do not take that patience for granted. I take it seriously. And the best way I know to honor it is to be direct with you: the reported numbers in 2025 show the full picture of a profitable and growing consumer food platform, a Bitcoin treasury among the top 30 in the world, and now a proprietary AI system for managing it – all inside a single listed company, built in less than twelve months. We measure success not by quarters, but by decades. Bitcoin accumulation and strategic investments in AI are our core focus. I am very excited to the year ahead in 2026 for DDC.”

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