Repost: Weekly Report 036| AIxC signs a $10 million FFAI stock purchase agreement with FF, launching RWA business; FFAI cancels the termination of 44.6 million ordinary share warrants, reducing liabilities and risks; Multiple plans disclosed at the Las Vegas shareholders' day on January 7, unveiling the 2026 outlook

First weekly report of 2026, here to announce two pieces of good news and a preview of next week's FF Shareholders' Day and the significant New Year outlook.

The first piece of good news:

AIxC has signed a term sheet with FF for the initial purchase of $10 million worth of FFAI shares, marking AIxC’s official launch into the RWA business.

This means that FFAI will attract substantial trading and investment from Web3 investors in FF stocks. This project will help FF achieve financing at a lower cost, thereby maximizing value for shareholders and investors.

The second piece of good news:

Over the past week, we have reached an agreement with the majority of investors to voluntarily terminate and cancel warrants covering approximately 44.6 million shares of common stock. This move significantly reduces the company’s liabilities, fully reflecting investors’ strong confidence and steadfast support in FF’s strategic direction, execution capabilities, and growth potential. It also substantially lowers potential equity dilution and market uncertainties, further strengthening our capital structure. This lays a more solid foundation for advancing our newly upgraded global EAI industry bridging strategy, long-term value creation, and attracting strategic investors.

Below is the important preview:

First, at 4 PM PST on the 7th (8 AM Beijing Time on the 8th), FF will hold its first-ever Shareholders' Day event in Las Vegas. For the first time, we will systematically and comprehensively disclose the most anticipated information, including the full production, sales, delivery, service, and ramp-up plans and timelines for Super One, the execution plan for the five-year business blueprint, and unveil a major upgrade of the bridging strategy to the EAI Industry Bridge along with an exclusive preview of new product categories.

Apart from EAI (Embodied Intelligence) vehicles, what will be the other new EAI category? The answer will soon be revealed.

Second, the 2026 New Year outlook will be released during Shareholders' Day and in next week’s report. This marks FF’s first systematic New Year outlook since its IPO.

Today, let me give you a sneak peek of the highlights in advance:

The EAI flywheel: FFAI will focus on 'four major goals' in 2026—strategy and operations, capital, systems, and finance. Particularly with regard to the capital goal, we will adhere to the principle of putting shareholders first and strive to achieve our market value target by 2026 to maximize shareholder value. To support this, we must fully engage in 'seven key battles': S1 User Ecosystem—Sales and Service Battle, S2 Product Strength Battle, S3 IAI Technology R&D Battle, S4 Super One Compliance Certification, Mass Production, and Capacity Ramp-Up Battle, S5 Value Return Battle, S6 Expansion into the Middle East and Other High-Value Markets Battle, and S7 System Building, Efficient Execution, and Organizational Culture Battle.

The Crypto flywheel: AIxC will systematize and implement its 'three core businesses' in 2026—RWA & EAI ecosystem, BesTrade DeAI Agent & Web3 AI terminal, and Crypto Asset AI Management & ETF—completing the leap from infrastructure building to commercial profitability. The overall objective is to achieve breakeven by December 2026 and sustain profitability while meeting strategic and market value targets.

For me personally, 2026 is a year of redemption that I must complete and do well.

As FFAI and AIxC business progresses and their value gradually materializes, the second personal debt repayment trust I voluntarily established last November also hopes to reach fruition as soon as possible, allowing debts to be repaid sooner and facilitating my return to my home country.

Looking globally, this year will see AI move towards scaled application and commercial implementation, and it will also be a breakout and takeoff year for the Web3 industry. EAI is expected to become the most strategically penetrating and long-term valuable direction in this cycle. I firmly believe that the upcoming FF Global EAI Industrial Bridge Strategy not only belongs to FF but will also offer unique value to the entire industry.

2026 is the Year of the Horse; hopefully, it will also be a year of 'galloping success' for FF. We will focus relentlessly on mass production, delivery, and ramp-up for FX Super One and new EAI products.

The US market has waited too long for a new species like Super One. The blue ocean is near, and once delivered, the value will speak for itself. In fact, for a 'blue ocean + blockbuster' product like Super One, sales are actually the least of our concerns.

In 2026, I will fulfill my promises through actions, respond to expectations through deliveries, reward shareholders through value, and regain more trust and confidence through results.

See you in three days!