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

@CschlaufI posted this after our Q3 Call.. those large trades were opportunistic. The algorithmic trades happen everyday by arbing our trade flow. here's a summary from Johan's explaination from the q3 investor call regarding DeFi Alpha Strategic Focus and Competitive Edge: DeFi Alpha was created to focus on monetizing the balance sheet through systematic and opportunistic strategies, addressing both growing market opportunities and unique balance sheet advantages. Many of the trades and opportunities pursued are exclusive due to strong partnerships and significant holdings tied to ETPs, making them inaccessible to most other firms. The ability to execute efficiently in areas with no meaningful competition underpins DeFi Alpha's strategic edge. Systematic Earnings and Opportunistic Trades: Systematic strategies focus on low-risk, model-driven arbitrage and short-term opportunities that are unaffected by market exposure. Opportunistic trades, often tied to partnerships and liquidity advantages, remain a critical growth area, though they are hard to predict or guide on a quarterly basis. Ecosystem and Market Growth: The continued mainstream adoption of crypto and ecosystem growth has expanded opportunities, providing more prospects than can currently be addressed, even with increased team bandwidth and focus. Established trades, such as basis trading, remain profitable and enduring despite broader market commoditization. Product Launches and AUM Expansion: The upcoming launch of 23 new products within weeks, coupled with growing AUM, will further enhance systematic activities and drive revenue growth in Q4. Increased flows and liquidity from these initiatives enable greater operational efficiency and access to trades that competitors cannot execute. Long-Term Infrastructure Development: Investments in infrastructure, counterparty agreements, and research since Q2 are laying the foundation for sustained growth, with the full benefits expected to materialize in the next year (2025). DeFi Alpha is poised to capitalize on its unique positioning, leveraging systematic and exclusive trading opportunities, strong partnerships, and market growth to drive significant revenue in the short term while building a foundation for long-term success. It is still arbitrage since we are only able to participate in these types of trades by arbing the specific token we have on our balance sheet or tradeflow/AUM. If we didn't have SOL, AVAX, etc we wouldn't be able to execute these trades.

Also die Alpha Einnahmen in Q2/Q3 Von 96.7 Millionen, beruhen auf dem Kauf und Verkauf von zwei Insolvenzen Unternehmen. Kompliment Weshalb es in Q4 keine Infos zu Einnahmen gibt. Des weiteren meinte Curtis ,daß Sie an weiteren Deals dran sind . Was aber auch heißt, daß Defi Alpha KEINE FESTE KONSTANTE beim Unternehmensumsatz ist . Eher ein überraschendes Guzeli

https://zoom.us/rec/share/CZ0ce61HQwKPCl7F57kHfKrW3cpCKtLy25QBXcoloYCsSunrdC5aLhGX8olgkhZc.5Hm9XGxVRsPuUFCd?startTime=1743436793000 Passcode: Taj3p4$3

Das ist wurst, Hauptsache, sie sind jetzt weg!

Der BC ist im Plus und Defi wieder 5% im Minus, dann haben einige mit besseren Zahlen gerechnet

Der Call wird wahrscheinlich gepostet, dann kannst es dir selbet anhören u. wer kein Englisch oder es übersetzen kann, hat noch die Slides zum angucken.

Was wurde sonst gesagt in dem Call?

Klingt gut

Nassi Dag

Welche Lestung?

Listung innerhalb des 2 Quartal.

@CschlaufWe also arb our trade flows. Tried to make that very clear on the call that yes, there are exclusive arb deals we get access to but we also have daily arb in our trade flows/ops. It was also clearly stated we have several deals lined up in the near term. ... yes, and there were 3 big trades in 2024. But we also have model driven arb/flow monetization that accounts as revenue for the asset management/Valour biz - that we do not PR because it happens every day.

Ist komplex, Deals kommen noch u. weitere Integrationen u. Infrastrukturen bei DeFi Alpha.

Ok ,im Ceo.ca Forum wurde es gerade erklärt. Aber das warum leider auch nicht

Bin mir nicht ganz sicher, Hast Du ne Quelle fürs 4. QUARTAL?

Hallo Bonsaifan , Hast Du Infos zu Defi Alpha . Weil ich hab von Q 4/2024 keine Infos zu Einnahmen / Verlusten von Defi Alpha gesehen . Wird sehr Stiefmütterlich berichtet, für das was Defi Alpha zum gesamt umsatz 2024 beiträgt.