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

HighMark Wealth Management LLC just reported owning 12,000 shares of DEFT.

Fed-Konferenz morgen: Die Konferenz zielt darauf ab, die aktuellen und zukünftigen Innovationen im Zahlungswesen zu beleuchten – mit Fokus auf die Schnittstellen zwischen traditionellen Finanzsystemen, digitalen Vermögenswerten, KI und Tokenisierung. Hier einige Schwerpunkte: • Zusammenspiel von Traditionellem Finanzwesen (TradFi) und Dezentralem Finanzwesen (DeFi). • Einsatz und Geschäftsmodelle von Stablecoins. • Rolle von Künstlicher Intelligenz (KI) im Zahlungsverkehr. • Tokenisierung von Finanzprodukten und Dienstleistungen (z. B. reale Vermögenswerte als Token) sowie neue Zahlungs- und Abwicklungsmodelle.

30 Mio USD Umsatz heute an der Spotlight. Neuer Rekord für Valour!

Over the past week, Schwab Crypto Thematic ETF (STCE) bought 107,580 shares of DEFT and now owns 1,656,732 shares.

https://www.newswire.ca/news-releases/defi-technologies-to-attend-the-2025-maxim-growth-summit-873538091.html

Ich glaube wir sehen gerade eine technische Überreaktion • Kurs fiel von 4,95 USD (Juli) auf ~2,10 USD (Oktober) → – 58 %. • Das Volumen hat sich vervierfacht – ein klassisches „Flush-Pattern“ (starke Hände kaufen, schwache verkaufen). • RSI < 25 (überverkauft), während die Short-Shares-Availability zuletzt fällt – ein Anzeichen für nahendes Short-Covering. Dazu kommt dann noch eine emotionale Kapitulation vieler Privatanleger • Nach der KE verkaufen viele aus Enttäuschung. • Die Stimmung z.B. auch hier bei BN („DEFT fällt immer!“) ist ein typisches Muster kurz vor einem Trendwechsel. Heißt: Der Markt befindet sich meiner Meinung nach im psychologischen „Auswaschen“; fundamental ist die Basis unverändert. Ich persönlich denke der Kurs wird sich weiter seitwärts oder leicht abwärts bewegen, bis die neuen Investoren ihre Hedging-Positionen abbauen. Sobald die Kapitalverwendung klarer wird, könnte sich der Kurs deutlich erholen. DeFi bleibt eines der wenigen börsennotierten Ökosysteme, die aktiv zwischen TradFi und DeFi, zwischen Fiat und Blockchain, und künftig sogar zwischen klassischen & quantenresistenten Infrastrukturen vermitteln.

https://x.com/defitechglobal/status/1978770225513353262?s=12&t=Xn2UwJ-xmXi1v5FkwZOGUQ

Auch DeFi kann u. wird mal davon profitieren: https://www.prnewswire.com/news-releases/btq-technologies-demonstrates-quantum-safe-bitcoin-using-nist-standardized-post-quantum-cryptography-protecting-2-trillion-market-at-risk-302585981.html

Our founder and CEO Mariana de la Roche had a great conversation with @Bybit_Official and @DeFiTechGlobal on the intersection of #TradFi and #crypto  last night at the VIP reception of the @EUBlockchainCon in Barcelona.  @Victoria_AGago @Forson @MMajauskas Institutional outreach in #TheCity. @DeFiTechGlobal and @ValourFunds have created the most innovative digital asset underlying exchange traded instruments - in #London we brought our #LSE listed $BTC and $ETH products directly to key asset managers. Thanks to all in attendance!

https://x.com/DeFiTechGlobal/status/1978505738180825509?t=0MbJO1Nbc2IXhAnkt6o31A&s=19

BTC Magazine: BREAKING:  Kenya officially signs the “Virtual Asset Service Providers Bill” into law. Africa is embracing crypto 

https://x.com/defitechglobal/status/1978003510118514735?s=46&t=Xn2UwJ-xmXi1v5FkwZOGUQ

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.