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

Von einem Kenner: $DEFT $BTQ Something to think about… especially for those who fail to understand what these companies are doing… We’re about to see the the tokenization of a $130 trillion bond market - that’s the TAM… but the real opportunity won’t be in the bonds themselves - it’ll be in the coupons. Coupons are the recurring interest payments - the cash flow of sovereign and corporate debt, and it represents roughly $4.X – 5 trillion a year in global yield. That’s a true TAM for the re-design/re-architecture of fixed income. Today, coupons are static, slow, and intermediated. Payments clear through legacy custodians with opaque reporting and no composability. In a decentralized model, those coupons become programmable yield streams - transparent, continuous, and tradable - and all in real time. A bond will no longer pay twice a year; it'll stream yield per block, governed by code, verifiable by anyone, and dynamically adjustable for risk or inflation data. $This is where IMO, DeFi Technologies, BTQ, and SovFi matter. They will not just digitize bonds; they’ll rebuild the yield layer itself. IMO, through them, I believe we'll soon see the merging of quantum-secure trust, decentralized liquidity, and AI-driven optimization. I also believe Core will be bridging Bitcoin yield into sovereign frameworks and Solana will be providing throughput for tokenized debt, and that also lends to the belief the infrastructure for real-time, data-adaptive coupons already exists. Remember the discussions of CoreFi and SolFi? I’ve been wondering if this is where it plays… Now, re-designing/architecting the coupon layer will transform fixed income from a static market into a living, programmable network, and it'll be one that could ultimately connect sovereign debt, digital assets, and AI liquidity in a single system. FWIW, modest adoption could move Billions of dollars in annual yield onto open, transparent rails... Here comes a quiet revolution inside the world’s oldest market…

Olis Antwort zu untenstehendem Text: Appreciate the write up and time ! Great summary on @DeFiTechGlobal Text: DD on $DEFT: - A Canadian fintech company focused on decentralized finance (DeFi) and blockchain ecosystems - Bridges traditional finance with crypto assets, primarily through exchange-traded products (ETPs), staking services, and digital asset management - Emphasizes accessible investment tools for retail and institutional investors - Has a subsidiary Valour that manages approximately $987M in assets under management (AUM), with ongoing net inflows - Key product: Exchange-Traded Products (ETPs) are crypto-linked ETPs traded on major exchanges like TSX, LSE, and Deutsche Börse, including physically-backed products for Bitcoin, Ethereum, Solana, and more - Launched the first physically-backed Bitcoin staking ETP on the LSE, offering ~1.4% annual staking yield - Offers Bitcoin and Ethereum staking solutions integrated into ETPs, providing passive income without direct wallet management - Provides Valour-branded platforms for trading crypto ETPs with low fees and regulatory compliance - Offers Galaxy Digital-backed financing tools, including a recent $100M securities purchase agreement for expanded liquidity - CEO of DEFT is shared with BTQ - Leadership is relatively young and dynamic - Revenue $50M vs. Market Cap $850M - Rapid Revenue Scaling: Q1 2025 revenues hit US$43.1M (up 700% YoY), driven by staking and AUM growth to $987M; diversified via ventures and trading desks - Partnerships: Kenya Digital Exchange (launching Q2 2026) - Revenue is heavily tied to crypto prices - Projected 2025 revenue: US$225M (+400% growth from 2024’s US$38M), driven by Valour AUM growth to $2B, over 100 crypto ETPs, and staking yields (~1.4% for Bitcoin) - Key partnerships: Nairobi Securities Exchange (NSE) and SovFi Inc., initially through a July 2024 MOU to introduce Valour’s ETPs to Africa’s crypto market, deepened in April 2025 with the announcement of the Kenya Digital Exchange (KDX) — a regulated platform set for Q2 2026 to tokenize real-world assets like equities and commodities - Announced Sept 2025 collaboration with Canada Stablecorp to scale the QCAD CAD-pegged stablecoin, backed by investors like Galaxy Digital and Circle Ventures, for DeFi cross-border payments - Ownership: Insider 20%, institutional 10-12% and growing, including VanEck, Goldman Sachs, JPMorgan, Vanguard, Bitwise- Management/Talent: 8 Sector Potential: 9 Innovation: 8 Value (over/under): 9.5 Potential for 100% returns or more: 9 Sympathy Stock Plays: $GLXY $STAS $BTV $ARBK P/S Ratio: 10 TQW Intuition: 8.5 **My two cents:** What attracted me to DEFT first was the CEO who has been doing great things with BTQ, creating potential synergies. The company is ahead of its time with its products, revenue growth, and institutional backing. Insider ownership shows the leadership has skin in the game. If crypto continues to perform well, DEFT could grow fast and exponentially. It’s like a non-traditional bank for secure crypto investing and passive income. I really like the stock. NFA. Do your own DD.

https://www.handelsblatt.com/finanzen/banken-versicherungen/manfred-knof-banken-muessen-ihr-geschaeftsmodell-dramatisch-veraendern/100158955.html

CS: The Insights Symposium is not designed as a short-term market-moving event, but rather as a strategic platform to strengthen DeFi Technologies’ position among institutional stakeholders. That said, it has several tangible benefits: Investor Education: It helps educate institutional allocators, regulators, and exchange partners on how our ecosystem operates, especially around product lines like Valour ETPs and emerging initiatives like SovFi. Brand Credibility: Hosting in-person, invite-only events with real decision-makers (vs virtual-only content or retail channels) demonstrates legitimacy and long-term commitment, both critical for gaining mandates or onboarding new institutional investors. Deal Flow & Partnerships: These sessions are often the starting point for deeper conversations, such as capital partnerships, product development, or secondary market support. The Frankfurt edition include representatives from the European Commission, STOXX, Bitcoin Suisse, and major banks via Valour’s network.

Record inflows day for @ValourFunds with $10.7M. DeFi Technologies maintains AUM ~$1 billion and, following its recent capital raise, remains liquid, secure, and historically well capitalized - ready to provide liquidity to institutional holders of distressed assets.

Wovon uns 10,7 Mio bleiben 😉💪🏼💪🏼

27,5 Mio USD!

Habt ihr eine Ahnung, welches Bombengeschäft Valour gerade gemacht hat?!?!

Auf X: AI, quantum, and finance in one room. Mariana de la Roche (@BlackVogel_) led a lively panel at the DeFi Technologies Global Insights Symposium in Frankfurt with Joachim Schwerin (@EU_Commission), Per von Rosen (@ValourFunds), and Dr. Michael Kometer (Neuronomics AG), exploring how cutting-edge technologies are transforming the financial landscape. The discussion highlighted how AI can reduce human bias and enhance decision-making, how quantum computing may impact crypto and digital assets, and how ETFs are increasingly bridging traditional finance with the DeFi ecosystem and opening new pathways for innovation, risk management, and market accessibility.

BTC Archive: "We spoke to the Trump Team... The U.S. WILL have a Bitcoin Strategic Reserve soon!" - Stacy Herbert YouTube: https://youtube.com/watch?v=_dxjXm8JvzM… I talk to @StacyHerbert about the U.S. Bitcoin Reserve, & El Salvador scaling energy production in a race to global Bitcoin and Ai leadership.

A. Forson: At the DeFi Technologies Global Insights Symposium, Lorenzo Rigatti (@BlockInvestit) @ericjackson (@EMJCapital) and @LeonaBlehova (@commerzbank) discussed what it takes to scale and build institutional trust in tokenized finance in a conversation moderated by @asadahlborn @BlackVogel_ The panel emphasized that while banks play a supporting role, ETPs, cross-border regulation, and gradual integration are key to building confidence in tokenized finance.

Schwab Crypto Thematic ETF (STCE) bought 43,032 shares of DEFT yesterday and now owns 1,549,152 shares.

Behördenmühlen können bekanntlich sehr langsam mahlen. In der Regel zw. 1 u. 3 Jahre mit einer Laufzeit von 20 Jahren, dann muss es wahrscheinlich erneuert werden. Keine Garantie, aber was man noch so findet, gibt es im US-Patentamt auch einen beschleunigten Prüfungsprozess in 12 oder weniger Monaten ab der Anmeldung bis zur finalen Entscheidung. Curtis sagte mal, das Ansuchen wurde im Frühsommer gestellt. Hängt also auch von der Dringlichkeit ab, da Staaten mit drin stecken. Hier geht es nicht einfach um die Erfindung eines Taschentuchs, die Struktur u. das Konstrukt mit den Teilhabenden ist sehr umfassend, 4 Jahre Arbeit erforderte das u. letztlich geht es um Milliarden bis Billionen USD.

Wie lange kann es dauern, bis die Genehmigung durch ist? Aber klingt generell erst einmal vielversprechend.

Hatte gestern noch einen kurzen Austausch mit dem Mgmt, das Patentverfahren u. der Prozess rund um SovFi läuft, wie es laufen muss, d.h. Stand jetzt konkret, das Patent wurde vom US-Patent- u. Markenamt zur Patentanmeldung zugelassen.

Schwab Crypto Thematic ETF (STCE) bought 21,516 shares of DEFT yesterday and now owns 1,506,120 shares.