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

0,59 EUR
±0,00 % ±0,00
24. Mai 2026, 18:58 Uhr, Lang & Schwarz
Kommentare 281
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Cris11, 02.10.2025 7:47 Uhr
6
Wer sich in Malaga aufhält, kann mit dem Präsidenten höchstpersönlich trainieren u. einen Ringkampf machen: When you're in Spain come visit my BJJ/MMA academy #ScrambleAcademySpain in Malaga! We can train and talk @DeFiTechGlobal - #DEFTDeltaForce members train free with proof of $DEFT ownership. Would love to meet and roll with all of you on the mats. Oss🙏
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Cris11, 01.10.2025 16:29 Uhr
7
Zu Stablecoins: https://aminagroup.com/research/the-balancing-act-how-stablecoins-hold-up-the-crypto-economy/?utm_campaign=The%20Bridge&utm_content=448094454&utm_medium=social&utm_source=twitter&hss_channel=tw-1024292924077629441
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Cris11, 01.10.2025 14:40 Uhr
6

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….

My post and its relevance was meant to be helpful because so many of you are trying to piece together what BTQ actually does and why there’s so much chatter about it... Very simply, BTQ is building the settlement engine of the post-quantum era. The reason it belongs on the DEFT board is straightforward... BTQ is one of the only companies running a live proof-of-concept in PQC settlement (see the link because its pretty accurate), and has moved beyond preparation into real transaction testing... Through QuINSA and NIST, it is shaping the standards that any and all of the others will follow, and by having the ability to connect with global players (IBM, AWS, SKT, LG, and more), it can ensure legitimacy and adoption at scale (which is why I posted the chart last week of the other industries available to these innovations. For DEFT and Valour, this matters. Without BTQ’s settlement engine, all of crypto risks selling products into a market where transaction rails collapse once quantum breaks RSA/ECC.... With BTQ, DEFT and Valour are future-proofed, standards-aligned, and competitively differentiated. This engine and its components are what allow DEFT to build securely into the future...
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Cris11, 01.10.2025 13:37 Uhr
6
A. Forson: Across all issuers, the 2025 estimated total market value of #stablecoins is said to be between USD 250B and USD 300B.
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Cris11, 01.10.2025 13:35 Uhr
6
Eine interessante Rechnungsaufstellung unter Vorbehalt von Fehlern u. Außerachtlassung von Nettozuflüssen: https://x.com/Emanuel86781/status/1973159023554994637
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Cris11, 01.10.2025 7:48 Uhr
4
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….
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Cris11, 30.09.2025 21:11 Uhr
5

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.

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.
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Cris11, 30.09.2025 21:08 Uhr
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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.
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Cris11, 30.09.2025 19:41 Uhr
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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.
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Cris11, 30.09.2025 19:39 Uhr
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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.
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Cris11, 30.09.2025 19:27 Uhr
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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.
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Cris11, 30.09.2025 15:11 Uhr
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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.
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Cris11, 30.09.2025 13:25 Uhr
5
A. Forson hat 10k Shares zum Preis von $2,15 gekauft.
PeterPano
PeterPano, 30.09.2025 8:42 Uhr
4

Wie lang ist für dich langfristig?

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...
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Cris11, 30.09.2025 7:16 Uhr
6
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
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