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

@Russ_N_Starr had some interesting comments about $DEFTF on his @stocktwits talk this morning. Some of these come from his comments and I’ve added in AUM/revenue/profit/multiple implications: - They make approx 10% in mgmt & staking fees on their ETP AUM - They’re at just under $1B in AUM now just in Europe - They’re going to double the # of ETPs available in Europe by end of month (taking them to $2B in AUM within a reasonable time) - They’re going to double the # of ETPs again by end of 2025 (taking them to $4B in AUM reasonable soon thereafter) - They’ve signed an MOU to enter Asia which could be just as large a market as Europe (taking them to $8B in AUM) - They’re focused on entering Middle East/Africa soon - again just as big a market (taking them to $16B in AUM) - At 10% in fees, they’re going to generate $1.6B a year in revenues from their ETPs (at scale in Europe, Asian, Middle East/Africa) - Add on another $100M a year in DeFi Alpha revenue and that’s $1.7B a year in revenue - Their operating costs are $10M a year - Put a Galaxy 17x forward multiple on that for just under $29B - Their crypto treasury and cash today is $60M; give that a 2.4x multiple (like $MSTR) for $144M in market cap; they will likely add more BTC, SOL, and CORE to their treasury as they’ve indicated - With 320M shares, that implies a stock price of $90/share vs. $2.85 currently - That’s not where it should trade today but could it trade there by end of 2025 with product and geographic expansion suggesting they’re on their way to $16B in crypto AUM worldwide? That’s the blue sky scenario.

Das wechselt. Die, die sie dort anführen was du wahrscheinlich meinst, sind nur die neueren u. jüngeren ETPs.

Spannend find ich ja, dass Sie mit einem ehr kleinen ETP valour sui das meiste Geld verdienen. Also so verstehe ich den Bericht zumindest.

Der gestrige Rekord der Valour ETPs wird heute nochmal übertroffen werden.

4 CAD wurde erreicht.

Wer jetzt verkauft hat Defi nicht verstanden!

Die brauchen einen Windel-ETP.

Was für Schisser verkaufen da wieder?

https://www.prnewswire.com/news-releases/defi-technologies-provides-monthly-corporate-update-subsidiary-valour-achieves-record-c1-3-billion-us922-million-aum-reflecting-a-57-month-over-month-increase-and-a-155-rise-year-to-date-and-2024-record-monthly-net-inflow-302320603.html

https://www.newswire.ca/news-releases/defi-technologies-to-be-featured-on-stocktwits-daily-rip-live-846980450.html

Und wenn wir an der NASDAQ sind viel mehr.

Laut Analysten im Schnitt bei 4.04€

und 2025 wenn der Crypto Markt so bleibt sehen wir mal weiter

2,59€ also ich bin Bullisch bei 4-5€

3,83 can.Dollar

Wenn man jedoch den Analysten glaubt gibt es nur Preise die jenseits von denen sind in denen wir uns gerade befinden