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

CS: Have explained this before - there was no timeline placed on this. It would look more like an acquisition of a current ETF company that would align with our ideals of high-margin/low capex business model. We have looked at several deals but non to our liking as of yet. We aren't building for short-term hype - we are building for the long term, and we are willing to endure short-term pain if indeed that is what is best for the business and long term shareholders.

Mit BTQ wäre DeFi bestens gerüstet für "the next generation" im Finanz-, Bank- u. Kryptowesen. Von einem Freund von drüben: This why I like BTQ and DEFT... it's real proof-of-concept (PoC) versus mere preparation. For me there are a few key distinctions... Preparation = developing crypto-agile infrastructure, experimenting with quantum key distribution (QKD), or joining consortia. PoC = actually deploying PQC algorithms (Kyber, Dilithium, etc.) in real-world financial scenarios like stablecoin minting, settlement networks, or transaction signing BTQ is one of the few players running a genuine PoC... BTQ + Danal: Built a PoC for a quantum-secure stablecoin settlement network using PQC. This is positioned not just as a prototype but as a candidate for global standardization Standards work... BTQ is a founding member of QuINSA (Quantum Industrial Standard Association), alongside IBM, LG, SK Telecom, and others. Moreover, it contributed to NIST’s PQC process (e.g., BTQ’s Preon signature scheme, work with Kyber ASIC chips, collaboration with Foxconn’s Hon Hai Research Institute, and research grants for PQC signatures and zero-knowledge proofs) Additionally, its partnership ecosystem is vital i.e. working with ID Quantique, academic institutions, and hardware makers to integrate PQC into chips and authentication systems. So, IMO, BTQ isn’t just experimenting - it’s shaping both standards and real deployments. Comparative Positioning... here's a snapshot... JPMorgan, IBM, Mastercard, etc... They're preparing infrastructure but not running live PoCs in financial assets... HSBC, Standard Chartered are running limited pilots (e.g., tokenized gold, PQC algorithms in APIs), but not as deep into stablecoins or global standards. Lastly, SEALSQ, QANplatform and a few others are smaller players with niche PoCs, but without BTQ’s level of ecosystem engagement. Market Leadership (what it means strategically)? BTQ’s live PoC with Danal gives it a first-mover advantage in quantum-secure financial networks... While big banks are still “crypto-agile,” BTQ is already testing real systems. Now, this is important... Standardization Influence... Through QuINSA and NIST participation, BTQ is positioning itself as a standards setter, not just a technology provider. This means it could shape the rules other players must eventually follow. Let's talk about a few more things like Partnership Leverage... Because BTQ sits in consortia with IBM, SKT, LG, AWS (possible), etc., it gains ecosystem legitimacy. Even if those companies are not in BTQ’s PoCs yet, the standards linkages create credibility. Risks.... well, not all consortium membership equals PoC participation. There’s a risk of overstating traction... Competitive Pressure? As JPMorgan, HSBC, and others move from preparation to pilots, BTQ’s lead could narrow... then again, it could leave everyone else behind - especially if there's protectable IP... Regulatory uncertainty? At the moment, stablecoin settlement systems are scrutinized; being early could mean higher compliance risks... then again, everything's changing and with DEFT's work with AMINA and the BIS, well.... Bottom Line? BTQ is one of the only players running true quantum-secure PoCs in finance. It is strategically embedded in standards bodies (QuINSA, NIST) and is thus well-placed to influence future adoption. Its competitive differentiation lies in combining live deployments with standardization leadership, whereas most incumbents are still only preparing. IMO, BTQ is positioned as both a technology pioneer and a potential gatekeeper for PQC in financial markets….

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.