Rally logo
rallyRally DGF
Confidential
Infrastructure Participation

A better seat
in the cap stack

Own the infrastructure layer of the next wave of AI and communication software, with the tax treatment, cash flow, and liquidity that traditional early-stage investing never offered.

Live Software Revenue

R-Link · Operly

Two SaaS products in market today.

R-Link logoOperly logo
Rally DGF/Confidential
Why Now

Institutional capital is moving
into digital assets.

Capital is reallocating toward blockchain-enabled financial infrastructure, and the on-ramps that were closed to institutions have opened. This is capital migration, not retail speculation.

  1. 01

    Capital is migrating

    Spot Bitcoin ETFs, institutional custody, and bank-integrated settlement signal a structural shift, not a trade.

  2. 02

    Friction has collapsed

    ETFs approved, custody normalized, accounting clarified, and global regulation maturing. Capital accelerates when friction falls.

  3. 03

    Access is expanding

    1.4B unbanked adults are coming online, and an $84T generational wealth transfer favors digital-native assets.

Institutional proof

BlackRock's Bitcoin ETF now drives more revenue than its flagship S&P 500 fund.

Fidelity Digital Assets delivers institutional-grade custody at scale.

Sources: Bloomberg; Farside Investors; WEF; Cerulli; Fidelity Digital Assets.

The Scale of the Disruption

$0Trillion

The World Economic Forum estimated that blockchain could impact up to $867 trillion in global financial markets, as distributed-ledger systems reshape how value is issued, settled, and transferred.

The crypto market, meanwhile

$0.00T
Today
$0.0T
Projected 2030

About 7x growth, and even that is just the visible tip of the disruption.

Capital markets aren't evolving.
They're restructuring.

World Economic Forum, with Boston Consulting Group (2021).Source: World Economic Forum (2021); CoinMarketCap; TripleA; Bloomberg ETF data.

Crypto is the biggest distraction to the biggest disruption of our lifetime: blockchain and AI.

The price charts are the noise. The signal is who owns the infrastructure, and the data that runs on it.

The Thesis Behind Rally
The Real Fight

The next decade is a fight over
who owns the data.

Every wave of technology concentrates value at the layer that owns the infrastructure. The question is whether that owner is a platform, or you.

Centralized · Today

Platforms own the data and the rails.

  • A handful of platforms own your data and the infrastructure.
  • Value accrues to the platform. You are the product.
  • You rent access. You never own the rails.

Decentralized · What's Coming

The people who run it own it.

  • Operators own the infrastructure and the data on it.
  • Value accrues to the people who run the network.
  • You hold a real stake. You are an owner.

Rally is built on the decentralized side: financial infrastructure owned by the node operators who run it.

Where the Value Accrues

AI is built on five layers.
Own the one that owns the data.

  • 01

    Apps

    Chatbots, agents, consumer products.

  • 02

    Software

    Models, frameworks, tooling.

  • 03

    Infrastructure

    Compute, data and networks. Whoever owns this owns the value.

    Rally is here
  • 04

    Chips

    GPUs and silicon.

  • 05

    Energy

    Power and data centers.

Rally is here

We decentralize the infrastructure layer.

So the data, and the value it creates, is owned by the users running the network, not by a platform that rents it back to them.

Whoever owns the infrastructure layer captures the value of every layer above it.

A New Way to Raise Capital

A better seat
in the cap stack.

The Old Way · 7 to 10 Years · Founders Lose Control

  1. 01Angel / Seed
  2. 02Venture Capital
  3. 03Private Equity
  4. 04Investment Banking
  5. 05IPO / M&A

What you buy

Traditional Early Entry

A SAFE, equity, or shares.

Rally Nodes

A node: a software infrastructure license.

Time to liquidity

Traditional Early Entry

7 to 10 years to an exit.

Rally Nodes

Liquid from day one. Sell anytime.

Tax treatment

Traditional Early Entry

No deduction.

Rally Nodes

Potential Section 179 deduction.*

Cash flow

Traditional Early Entry

None until a liquidity event.

Rally Nodes

Daily token and revenue distributions.

Control & upside

Traditional Early Entry

Diluted at every round.

Rally Nodes

Affiliate rewards; ownership intact.

* Section 179 eligibility depends on your circumstances. Consult your tax advisor. Forward-looking; not investment advice.

What You Actually Own

Buy a node.
Own a piece of the chain.

  1. 01

    It's a software infrastructure license

    Each node is decentralized server software you stand up to help run and secure the Rally Layer-1 blockchain.

  2. 02

    You become an owner

    Running a node makes you an owner of the chain itself, not a passive token holder on the sidelines.

  3. 03

    It pays you every day

    For validating the network, the chain awards RALLY tokens to node owners, every single day.

0

Nodes on the Network

0B

Rally Token Supply

Daily Token Distribution paid to node owners from day one

The Platform

One blockchain.
Real software revenue.

Rally is a Layer-1 that powers real AI and communication software: SaaS businesses whose subscription revenue flows back to the network.

R-Link logo

Software Revenue · SaaS

R-Link

Web3 video conferencing built to sell: HD meetings, in-call CTAs, AI translation, and tokenized rewards.

PricingPlans $9.95 to $49.95 / mo
Operly logo

Software Revenue · SaaS

Operly

Your AI COO, CMO, and EA: agents that run operations, create content, and protect your time.

PricingPlans $50 to $200 / mo

Usage drives revenue. Revenue drives token distributions.

The Node Economics

How node owners get paid,
twice.

  1. 1

    Node sales fund development

    Node capital builds the product suite: R-Link, Operly, Pixa, and the pipeline beyond.

  2. 2

    The chain pays you daily

    For validating the network, node owners earn RALLY token distributions every day, from day one.

  3. 3

    Software revenue buys RALLY

    70% of subscription revenue from the product suite buys RALLY tokens on the open market.

  4. 4

    Distributions flow back to owners

    That revenue flow is distributed back across the network of 100,000 node owners.

Two Streams

Daily token distribution from the chain, plus revenue distribution from live software.

Forward-looking; mechanism simplified; not investment advice.

The Numbers

A revenue-funded
ecosystem.

Two SaaS revenue engines compound into platform output that funds token distributions.

Year 1Year 3Year 5
R-Link$215K$10.77M$21.54M
Operly$870K$43.50M$87.00M
Total revenue$1.09M$54.27M$108.54M
0x

Revenue Growth, Year 1 to Year 5

From $1.09M in Year 1 toward a projected $108.5M by Year 5.

0%

of revenue funds RALLY token distributions.

0%

held as operating reserve.

Forward-looking estimates based on modeled assumptions (illustrative ramp of 100 to 100,000 subscribers). Not guarantees of future results. Full pro formas available on request.

The Pipeline

This is just
the beginning.

Each product is a revenue engine feeding the same network, and the roadmap keeps going.

  1. R-Link logo

    R-Link

    LIVE

    Web3 video conferencing.

  2. Operly logo

    Operly

    LIVE

    AI agent operations team.

  3. LOGO

    Pixa

    IN BUILD

    Creative AI suite.

  4. LOGO

    Project 4

    COMING SOON

    Communication layer.

  5. Many more

    IN THE PIPELINE

    Revenue engines in design.

The Moment

The infrastructure
is built.
The opportunity is owning it.

Node participation in a live Layer-1, tax-advantaged, cash-flowing, and liquid, is replacing the SAFE you wait years to realize. You are early to the method, not the platform.

Participation allocations are open.

Rally DGF/Confidential
Important Considerations

Before you participate.

  1. 01

    This presentation is for informational purposes only. It is not an offer to sell or a solicitation to buy any security, token, or investment, and is not investment, legal, or tax advice.

  2. 02

    All financial figures are forward-looking estimates based on modeled assumptions. They are not guarantees of future results, and actual outcomes may differ materially.

  3. 03

    Section 179 eligibility depends on your individual circumstances and how a node is used in a trade or business. Consult a qualified tax advisor before relying on any tax treatment.

  4. 04

    Token distributions and liquidity depend on ecosystem usage, governance, treasury policy, and market conditions. They may vary, be delayed, or not occur.

  5. 05

    Affiliate rewards depend on participation and network activity and are not a guarantee of income.

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