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

DeFi Technologies kündigt das erste „Insights Symposium" an, das am 25. September 2025 in Frankfurt stattfinden wird https://www.presseportal.de/pm/171105/6100161 (sorry, falls bereits gepostet)

Corporate Crypto Treasury Wave Crests as $500M Funding Rounds Signal Institutional Shift Issued on behalf of CEA Industries, Inc. VANCOUVER – Baystreet.ca News Commentary – A crypto buying spree swept through corporate America in August as Bitcoin surged on news that workers can now put crypto in their retirement accounts. This isn't just tech startups anymore—mainstream companies are racing to stockpile digital assets, with nearly 100 firms worldwide now holding Bitcoin as a core business strategy. The leaders of this corporate revolution include CEA Industries, Inc. (NASDAQ: BNC), BTCS Inc. (NASDAQ: BTCS), Robinhood Markets, Inc. (NASDAQ: HOOD), HIVE Digital Technologies Ltd. (NASDAQ: HIVE) (TSXV: HIVE), and DeFi Technologies Inc. (NASDAQ: DEFT)..................... DeFi Technologies Inc. (NASDAQ: DEFT) reported exceptional growth through its subsidiary Valour, which achieved $947 million in assets under management as of July 31, 2025, marking a 23% month-over-month increase. July net inflows of $14.4 million represented the second strongest month of 2025, bringing year-to-date inflows to $90.4 million. The company maintains a strong financial position with total cash and treasury balance of $90.5 million, including $73.5 million in digital asset treasury representing a 52% increase from the prior month. DeFi Technologies continues expanding its global footprint with over 75 ETPs currently listed across European and UK exchanges, remaining on track to reach 100 listed products by the end of 2025..... https://www.baystreet.ca/articles/yahoonews.aspx?id=3844

Ja so hätt ich es tatsächlich auch zwischen den Zeilen gelesen. Habs jetz nicht mehr gefunden, aber ich glaube CS hat gestern erwähnt, dass weder Stillman noch DeFi Alpha mit den 15 Trades in der Pipeline bisher auch nur annähernd eingepreist sind. Die Trades würden ordentlich Geld reinspülen. Aber natürlich fraglich, wie viel sie tatsächlich in das ARP investieren werden, um die Expansionen etc trotzdem vorantreiben zu können.

Das wären um die 10 % vom GESAMTbestand ohne fully diluted, also die 10 % würden vom Streubesitz weggehen, wenn man es voll ausschöpft.

Ein paar weitere Auszüge von CS gestern im ceo, worüber hier schon mehr oder weniger geschrieben worden ist: We don't have any actionable evidence that suggests manipulation at this time. We still have to abide by a process. There were share imbalances in each report we collected which can occur in the normal course of trading, and we have inquired about them. In the meantime, we are focused on executing on core biz initiatives that will overcome any short interest (legal or illegal).   As Olivier stated on the shareholder call - it is something we are looking into. But we have to consider that data and implications before making a decision. The Company can't act on "experience" relating to making public claims or drawing up lawsuits; we can only act on data and hard evidence so this is still an ongoing process. I don't believe I need to explain what can happen when a corporate entity makes unsubstantiated claims. i don't have it off hand...but if you're speaking in regards to holders of the stock it is still majority Canadian. We are not screwed. After the Nasdaq uplisting, some investors took profits, and there’s still a legacy overhang from our sub-$0.10 days. We also likely still have a lot of OTC traders and the first half’s trading pattern (very predictable) also attracted short-term swing traders rather than long-term holders. Some still value us only on AUM and miss the other drivers of the business. It’s on management and me to close that gap. Our model is unique—especially given its sensitivity to altcoin pricing. Earlier this summer, liquidity FOMO rotated into treasury strategies. I could go on at length as to the why...but I think the paranoia is over blown. Could there be manipulation? Sure. But as you have seen in the past when we execute this stock will run. These are growing pains. We will iron them out. And just for example - We met with Matthew 3 weeks ago. Our base case - and no hype -- is great. "Much more realistic tone and that's why I am more interested at these levels." https://x.com/matthew_sigel/status/1958940943517638720 We just started providing rev guidance last year - and that was soley on AUM monetization. As Alpha and Stillman are so new, the street hasn't modeled those lines of business, and we’re formalizing how to guide on DeFi Alpha. People are doubting us or are ignorant to how quickly alts can move to the upside. Most PMs we talk to are just now wrapping their heads around BTC. They have no clue about the alts and that there is actually billions of dollars being generated in those ecosystems. As that awareness catches up, we see room to outperform current expectations. I know. We are all frustrated but extremely optimistic on the management side. And I appreciate you and everyone here who cares. But we can not play victim. We will fight for every inch and we will not be complacent. Our legacy's are tied to this company and we will not willingly squander the opportunity we have in front of us. Enjoy your weekend as well!

SOL performt weiter 💪🏼 So muss das gehen hier.

Wieso meinst du?

War doch gut

ETH ETP ist gut gelaufen, Kurs auch.

CS: Ich habe derzeit keine verwertbaren Beweise, die auf Manipulation hindeuten. Wir müssen uns weiterhin an einen Prozess halten. In jedem von uns gesammelten Bericht gab es Aktienungleichgewichte, die im normalen Handelsverlauf auftreten können, und wir haben uns danach erkundigt. In der Zwischenzeit konzentrieren wir uns auf die Umsetzung von Kerngeschäftsinitiativen, um jegliches Leerverkaufsinteresse (legal oder illegal) zu überwinden. s: Ich frage mich nur, welche Vor- und Nachteile es hat, nur an der NASDAQ zu notieren. CS: Wie Olivier in der Telefonkonferenz sagte, prüfen wir das. Aber wir müssen die Daten und Auswirkungen berücksichtigen, bevor wir eine Entscheidung treffen.

Unabhängig von unserem Aktienkurs dürfte das heute ein grandioser Tag für Valour gewesen sein 😉

Curtis hat das mit dem Gap u. Markt drüben erklärt. Gibt trotzdem eine Ungereimtheit zum Kurs im normalen Tagesverlauf. Man muss da einfach durch.

Aufgrund der letzten Minuten in CAN würde ich sowieso den Montag abwarten. War wieder mehr als dirty.

Ist das nun langsam der Wendepunkt oder nur ein kleines Up, weil sowieso heute alles stieg? Ich will nachkaufen, bin noch 30% im minus. Warte noch ab....