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

Von Coin Bureau: BIG NEWS: White House wants to pass the crypto market structure bill this Q4.

How BTQ Technologies (BTQ) Fits Into the DeFi Technologies (DEFT) Ecosystem. https://1drv.ms/b/c/350648b1f166f559/ETABRz2iMK9Ij-eI7aapHxgBLIsMweYJu6rlWv1qVR0mjA?e=EfpNq6

Oli: We have only just begun our mission @ $BTQ 13 years in, it is getting exponentially accelerated by regulators. “Harvest Now Decrypt Later”: Examining Post-Quantum Cryptography and the Data Privacy Risks for Distributed Ledger Networks. Der hat den Zsh. zw. BTQ u. DeFi verstanden: Ignore the ratio, I don’t think people are realizing the important of @olivierfrancois words here. $DEFT might be the only quantum safe, future proofed, CRYPTO company out there. Definitely the best positioned for it due to $BTQ. How can you invest in any other crypto name?

https://beyondspx.com/quote/DEFT/analysis/defi-technologies-pioneering-regulated-digital-asset-exposure-and-strategic-growth-nasdaq-deft

IMO, in certain phases, especially early or volatile ones, it can make sense to value the “security company” (like BTQ) more than the “bank” (DEFI) because security is existential. If the bank fails to protect assets, comply with regulations, or maintain trust, everything else collapses. Right now, BTQ might be seen as a more reliable, monetizable, and broadly applicable pick-and-shovel play while DEFI is still proving product-market fit, scaling AUM, and building sustainable revenues. IMO, Investors tend to overpay for perceived safety in uncertain markets, so it’s not surprising if the security layer is temporarily/for the moment more valuable. That said, in the long run, if DEFI delivers on its roadmap… CoreFi, stablecoins, institutional partnerships, and real traction, then the bank should absolutely eclipse the guard in value, because it becomes the core value creator. For now, the imbalance reflects who the market trusts today, not necessarily who will win tomorrow.

I was genuinely trying to understand your experience… you’re 100% correct, it’s not about “what you’ve built”. That said, it really does seem like the coming months, especially as we approach year-end, that as a time period it will serve as a critical inflection point for many of these initiatives. For me, there’s a clear tension between needing to be patient and the legitimate expectation for transparency and results. That’s especially true for stakeholders who’ve contributed capital, time, or reputation (those are the insiders and management - I’m just a retailer who bought heavily). When looking at the roadmap that includes everything from DeFi alpha trades and institutional partnerships to new market launches and product rollouts, it's not unreasonable to expect a clearer sense of progress or prioritization by now… but expectations are the polar opposite of serenity… That said, there’s also real potential here. Even if only a few of these initiatives like CoreFi, the RWA stablecoin, or the white-label ETP’s and KDX come to fruition, they could set off a positive feedback loop that accelerates growth, trust, and capital flows. The key though is execution, and the challenge lies in balancing ambition with clarity. Everyone understands that not everything will hit, but the more visibility there is into what's real, what's close, and what’s aspirational, the more support and conviction stakeholders can maintain. Ultimately, ongoing dialogue is the best tool we have and continued discussion helps keep execution sharp, aligns expectations, and gives room for pressure to be applied constructively and not just reactively. Being heard matters, and staying engaged is how accountability is built over time…

IMO, as DeFi and TradFi converge, we’re likely headed toward a future where financial infrastructure is fully digital, with tokenized assets, including sovereign debt-moving seamlessly across programmable networks. In that world, companies like BTQ and DEFT could become critical infrastructure providers. BTQ focuses on post-quantum cryptography and digital asset security, potentially positioning itself as a foundational layer in a world that demands quantum-resistant infrastructure. DEFT, on the other hand, acts as a gateway between traditional financial markets and decentralized ecosystems, offering staking, asset management, and tokenized financial products. If the tokenization of sovereign debt and broader financial assets reaches global scale, the total market for digital financial infrastructure could be worth several trillion dollars by 2030. Assuming BTQ captures just 1–2% of this infrastructure layer, it could be valued between $20 billion and $100 billion. In more bullish scenarios-where BTQ becomes the dominant player in quantum-secure settlement and custody-the valuation could push well beyond $200 billion, reflecting its strategic position in safeguarding the financial system against quantum threats. DEFT’s valuation potential is also significant. If the total market for tokenized finance reaches $10 trillion and DEFT manages to service even 0.5% to 2% of it-whether through assets under management, staking platforms, or tokenized products-it could realistically be worth between $40 billion and $150 billion. In a more optimistic scenario where DEFT becomes a leading platform for regulated digital finance globally, its valuation could soar past $300 billion or more, depending on margins and growth dynamics. These projections remain speculative, but they reflect how large the opportunity could be if digital finance becomes the norm and companies like BTQ and DEFT are positioned as core enablers of that transformation. The valuations are ultimately tied to market share, infrastructure dominance, and their ability to navigate regulation and technological change-but in a fully digital, tokenized economy, their upside potential is immense. It only takes on time to have generational wealth…

Ein langjähriger Kenner: I'm looking to hold for a few more years so, what Could BTQ and DEFT be worth by 2030 in a Fully Digital Financial System. As DeFi and TradFi continue to converge, it’s increasingly plausible that by 2030, the majority of global finance, sovereign debt included, will be fully digital, tokenized, and underpinned by secure, scalable infrastructure. In such a scenario, companies like BTQ and DEFT could play pivotal roles. BTQ focuses on post-quantum cryptographic infrastructure, offering solutions for quantum-secure custody, settlement, and token infrastructure and DEFT (DeFi Technologies), on the other hand, serves as a bridge between digital assets and traditional financial markets through staking, ETPs, and asset management. If even a fraction of the global sovereign debt market (over $130 trillion) is tokenized and migrated to blockchain rails and secured via quantum-resistant cryptography, the market for digital financial infrastructure could balloon into a multi-trillion-dollar sector. BTQ, assuming it captures just 1–2% of this infrastructure layer, could command a valuation between $20B and $100B, with bullish scenarios pushing that even higher if it becomes a foundational standard in quantum-secure finance. DEFT, operating more downstream - across asset management, tokenized ETPs, and digital custody could benefit from scale and network effects. If it captures 0.5–2% of a $10T+ tokenized finance market by 2030, it could reach valuations of $40B to $150B, or up to $600B in a breakout scenario. Ultimately, the valuations of both companies will hinge on adoption curves, regulatory clarity, and the maturity of quantum and tokenization tech. But if the rails of finance truly go digital—and companies like BTQ and DEFT are at the heart of it—the upside potential is enormous.

CS: Valour capped off its strongest quarter to date with $23.6 million in inflows, the second-highest mark of the year and the third all-time. The company has never been stronger. AUM as of today is over $1.1 billion.

Schwab Crypto Thematic ETF (STCE) bought 64,548 shares of DEFT on Friday and now owns 1,484,604 shares.

https://www.prnewswire.com/news-releases/defi-technologies-provides-monthly-corporate-update-valour-reports-us987-million-in-aum-and-year-to-date-net-inflows-of-us115-3-million-among-other-key-developments-302575713.html

Guter Start am Spotlight Market, allerdings stehen die Skandis bisher weiter mehr zu den alteingesessenen Coins (ETPs) als zu den Memecoins wie kürzlich den emittierten FLOKI.

Mit heutigem Datum, längst veraltet, aber der Grundstein der damaligen NR UND mit bereits über 30 Mrd USD Handelsvolumen: https://trading-treff.de/aktien/defi-technologies-aktie-milliarden-deal

Der CLARITY Act wurde im Juli 2025 vom US-Repräsentantenhaus verabschiedet. Er wurde dem Senat zur weiteren Prüfung vorgelegt und eine Umsetzung der Regelungen wird für 2026 erwartet. Es handelt sich um eine Initiative zur Schaffung eines rechtlichen Rahmens für digitale Vermögenswerte in den USA.  https://www.congress.gov/bill/119th-congress/house-bill/3633/text

https://www.cnbc.com/video/2025/10/01/solana-expects-defi-disruption-to-mirror-internet-era-transformation.html