DeFi Technologies WKN: A3EQD5 ISIN: CA2449161025 Kürzel: DEFT Forum: Aktien User: Cris11

Das $DEFT-Schwungrad 1. Entwicklung und Notierung von Instrumenten über Valour im gesamten Börsennetzwerk von DeFi Technologies. 2. Kupons ansammeln und zu jedem Zahlungstermin in Bitcoin rollen, jährlich oder halbjährlich fällig werden lassen oder rollen und in die nächste Benchmark-Emission reinvestieren. 3. Aggregation und Skalierung über ein öffentliches Vehikel, das Instrumentenkörbe hält, Liquidität bündelt und die Zusammenarbeit mit Händlern und Staatskassen unterstützt. 4. Erweiterung des Zugangs durch Cross-Listing und Öffnung institutioneller Kanäle für Pensionskassen, Versicherer, Banken und Vermögensverwalter, wodurch das verwaltete Vermögen wächst. 5. Stärkung der Wirtschaftlichkeit: Höhere Vermögenswerte erhöhen die Anleihegebühren, die Bitcoin-Sleeve-Gebühren und die Staking-Einnahmen, wodurch weitere Notierungen, höhere Liquidität und erweiterte Analysen finanziert werden.

The $DEFT Flywheel 1. Design and list instruments through Valour across DeFi Technologies' exchange network. 2. Accrue and roll coupons into Bitcoin at each payment date, mature or roll on an annual or bi-annual schedule, and reinvest into the next benchmark issue. 3. Aggregate and scale through a public vehicle that holds baskets of instruments, concentrates liquidity, and supports engagement with dealers and sovereign treasuries. 4. Broaden access by cross-listing and opening institutional channels to pensions, insurers, banks, and asset managers, which grows assets under management. 5. Reinforce economics as higher assets increase bond fees, Bitcoin sleeve fees, and staking income, which fund further listings, deeper liquidity, and expanded analytics.

CS: Oli, Paul, Andrew and a couple of board members bought in August. Andrew again today - Andrew has said publicly he will continue to buy. Again, Oli and Johan have already poured millions into the business via our private placements. Russell of course, as well. Oli is no longer buying BTQ if you notice. Typically, it's done to support the share price. Everyone has their own view. I know Oli also looked at the raise as putting some type of floor in the market cap as we now actually have a public market valuation via a capital raise.

CS: Buyback: Our NCIB remains in place. We’ll continue to repurchase shares at opportune times. The trading we’re seeing right now is fairly typical in the post-raise period. SovFi: SovFi won’t be customer-dependent. The vehicle itself can raise capital to purchase sovereign bonds and Valour-structured ETPs—similar to how a DAT would buy crypto. That said, sovereign wealth funds, governments, and others can also seed SovFi with capital or bonds. We’re building something fully within our control and not reliant on external partners, though early conversations are intriguing. (I can't say more). We’ll likely host a deeper-dive call once the patent filings are in. Guidance: We’ll provide an update on guidance following our Q3 financials, as usual.

CS: Why raise now? Timing: we have concrete growth initiatives that require USD working capital and regulatory-ready balance-sheet strength (more below). When you have a clear pipeline and credible lead interest, you take the window rather than waiting and risking worse terms later. We’re focused on cost of capital vs. speed of execution: a swift close with institutions reduces uncertainty and lets us deploy immediately into revenue-generating uses. Why accept dilution? The dilution funds specific, near-term growth: new ETP listings/markets, scale-up of trading/liquidity (DeFi Alpha), and strategic opportunities we’ve announced. These are intended to lift AUM, fees, and spreads, which is how dilution gets earned back. Remember the warrants: any future warrant exercises only happen above the strike, and would bring additional cash to fuel growth if the stock performs—aligning follow-on capital with shareholders’ upside. What the cash is for (plain English): Expand Valour ETPs across new assets and jurisdictions (listings, seeding, market-making support). Trading / liquidity / staking: working capital for DeFi Alpha and associated market-making that supports AUM growth and tighter spreads. M&A / strategic investments that accelerate our roadmap (e.g., integrations like stablecoin rails, SovFi build-out). Regulatory & operational readiness: maintaining a healthy cash-to-AUM ratio is increasingly important as we enter new regions and scale; it’s a regulatory/operational need to run the platform properly. Why Galaxy leading matters: A recognized institutional anchor helps open doors to long-only, benchmarked capital that can buy in the open market going forward. It also validates the business for institutions that require a reputable lead to engage. Bottom line: We chose to raise now to fund growth we can execute on immediately, strengthen the balance sheet for regional expansion and regulatory standards, and bring in institutional partners who can support us at scale. The goal is simple: convert this capital into higher AUM, more products, more trading flow, and more recurring fees/spreads—so today’s dilution is offset by faster revenue and market-cap growth.

Von drüben (übersetzt): Die Verbindung zwischen $BTQ und $DEFT. Gemeinsame Führung: Olivier Roussy Newton ist CEO von DeFi Technologies und Vorsitzender von BTQ Technologies und sorgt für eine starke strategische Ausrichtung. Gemeinsame Initiativen: Quantum Stablecoin Settlement Network (QSSN): Eine Zusammenarbeit, um Stablecoin-Transaktionen quantensicher zu machen. Post-Quantum-Sicherheits-Roadmap für QCAD: Das Stablecoin-Projekt von DeFi Technologies wird die PQC-Lösungen von BTQ integrieren. Strategisches Ziel: Zukunftssichere DeFi-Infrastruktur gegen Quantenbedrohungen bei gleichzeitiger Ausweitung der institutionellen Akzeptanz digitaler Assets.

A. Forson hat 10k Shares zum Preis von $2,15 gekauft.

Das misst sich nicht in Tagen, Wochen oder Monaten.... sondern eher in Jahren! Wenn ma eine Vermögensverwaltung wie eine Immobilieninvestition behandeln, weltweit über intelligente Produkte streut und gelassen bleibt, ist der Erfolg kaum zu verhindern. Aber eben Langfristig halt...

https://www.msn.com/en-ca/money/markets/swift-and-top-global-banks-working-on-blockchain-based-overhaul/ar-AA1NvIJN?ocid=winp2fptaskbar&cvid=18dc5432af2e4773dd2662ea8380453e&ei=21

🤝 OMFIF’s Sovereign Debt Institute is delighted to welcome DeFi Technologies as a partner for the European Sub-Sovereign and Agency Forum in Frankfurt on 4 November 2025. The forum will gather leading borrowers, investors and intermediaries to discuss the future of Europe’s sub-sovereign and agency markets. Key themes include: 👉Germany’s historic reform to the debt brake and its impact on the Laender market 👉Diversification of investor bases 👉Sustainable finance and wider market developments

https://www.linkedin.com/posts/omfif-s-sovereign-debt-institute_omfifs-sovereign-debt-institute-is-delighted-activity-7378394379767410688-m8wE?utm_medium=ios_app&rcm=ACoAADp7eHwB-0in911OrmkfyPDv6cMAz2STYNo&utm_source=social_share_send&utm_campaign=share_via

Direxion Daily Crypto Industry Bull 2X Shares just reported owning 11,785 shares of DEFT.

Corient Private Wealth LLC just reported owning 588,000 shares of DEFT. Fidelity® Total International Index Fund just reported owning 149,126 shares of DEFT.

Wenn es ansatzweise betrieben werden kann, muss man nur die NR mit SovFi hernehmen mit der darin demonstrierten Berechnung - wohlgemerkt pro 1 Mrd USD.

Weiss ich nicht, wäre aber eine Frage, die man stellen könnte. Das beantragte Patent hierfür ist noch nicht genehmigt. Was aber bei Ablehnung auch nicht heißt, dass das Geschäftsmodell nicht betrieben werden kann. Man wird sehen...