Valour Aktie Forum: Community User: Znarf

Structured Products/DeFi ETNs/ETPS The Company believes that DeFi protocols are the future of finance and they are trying to help every day investors gain access to the space through a suite of financial products offered by the Company's Valour subsidiary; namely Exchange Traded Protocols (ETPs) and Exchange Traded Notes (ETNs). Such structured products allow investors to gain crypto exposure without having to open up a crypto account. These products are especially attractive for older investors (and the less tech savvy) who like the comfort of familiar investment wrappers that can be purchased directly on their traditional brokerage accounts. The specific structured products that are currently available from Valour are Bitcoin Zero and Ethereum Zero, respectively, and these investments are "tracker-certificates" in the related protocols. In short, they are paper claims that are intended to mirror the returns of the respective protocols. Thus, not surprisingly, risks highlighted in the Final Terms document for Bitcoin Zero include the following (equally applicable to Ethereum Zero): The Securities are designed to mirror the performance of the underlying asset, i.e. the price of Bitcoin. The underlying asset is denominated in USD while the Securities will be trading in SEK, which imply that the value of the Securities is subject to fluctuations in the exchange rates of the USD to the SEK. The Securities thus represent a synthetic exposure to Bitcoin and the USD through an unsecured debt obligation which the investor holds until they are either sold, have been redeemed or have expired. The Securities are therefore neither fully nor partially capital protected by law or by its design and thus pose a risk for investors where they could lose parts or the entire invested amount. The return of the Securities may be more or less than what a comparable investment directly in the underlying asset would yield." [Emphasis added] If you have ever invested in commodity ETN, ETF or related products, you're probably well aware that the price of some of those structured products do not always track well with respect to the underlying commodity asset or index. I am not particularly a fan of such products, but have used ETNs for agricultural commodity exposure from time to time. In the end, I think such structured products can be valuable if the protocols are not currently investable through traditional channels. With respect to fees, according to Valour's website linked above: Bitcoin Zero precisely tracks the price of BTC without charging management fees, making investment in the world’s best-known digital asset easier, more secure and more cost-effective than all other options." While there are no management fees, Valour collects a spread of up to 4% on the sale of these tracker certificates. Valour also earns the staking rewards on the protocols. The Valour products are available on certain European exchanges. As best as I can tell, the company currently has over $60 million of structured product assets under management or AUM as of April 9, 2021, according to slide 17 in the Company's most recent investor slide deck. DeFi Treasury DeFi Treasury is an operating vertical pursuant to which the Company assists business entities make a partial allocation of their Treasury reserves into DeFi protocols. With such protocols offerings yields of up to 15%, the Company believes it can provide value to its clients by showing them how to diversify a portion of their Treasury reserves. To put it another way, DeFi Treasury is offering clients a path to dip their toes into DeFi and earn higher yields on their reserves. It's not the all-in MicroStrategy (MSTR) approach, but instead this approach is something the average CFO and Board can probably wrap their heads around.

Damian Mark Introduction DeFi Technologies Inc. (OTCPK:DEFTF) is a corporation domiciled in Canada (the "Company") that seeks to enhance shareholder value through building and managing assets in the decentralized finance sector (sometimes referred to herein as "DeFi"). Among other things, the Company, formerly known as Routemaster Capital Inc., styles itself as a player in the disruptive and transformative world of DeFi and it aims to help non-DeFi enterprises transition into this new world, which is growing at breakneck speed. This YouTube interview by Anthony Pompliano, an advisor to the Company ("Pomp"), with the Company's CEO, Wouter Witvoet, is helpful context for understanding the Company. The Company trades in the over the counter (pink sheet) market in the U.S. Due to slim volume, executing trades is not always easy. The stock is volatile and limit orders are absolutely necessary. Over the last month or so, I have built a small, but growing, position with a cost basis of roughly $1.25. For the record, this is a speculative investment. In this regard, the audited financial statements available for 12/31/2020 provide that "the Company's status as a going concern is contingent on selling investments and issuing equity or debt." Nonetheless, I have been buying shares in the Company for four reasons: 1) My brother tipped me off to the Company (my brother is a seasoned hedge fund pro, now turned entrepreneur). 2) Pomp's involvement. Through his firm Pomp Investments, Pomp has been successful in making early stage investments in DeFi. I believe he was an early round investor in BlockFi. He was also co-founder of Morgan Creek Digital and writes widely read daily newsletters on the space. He and crypto mix well too on YouTube; in my view, he defeated Mike Green handily in a "recent" Bitcoin (BTC-USD) debate. In short, Pomp brings credibility to the Company. 3) HIVE Blockchain Technologies Ltd. (OTCQX:HVBTF), a company in which I own shares (referred to herein as "HIVE") and have written about here, owns 6.5% of the Company. HIVE has also partnered with the Company, and the Company has an equity interest in HIVE (more on that below). 4) The Company's structured products and trading portfolio seem to be showing signs of early success, and its venture capital arm has started to make some seed investments. I believe the Company offers investors several options to win, and it's this optionality that has me optimistic about its future prospects. *** Having added this speculative investment to my portfolio, I decided to write an article on the Company in order to learn more about it. What follows is my (first, and probably not the last) attempt to better understand the Company, which as it turns out, is not particularly easy to do as it has essentially been reborn in 2021. What I can offer fellow investors, however, is an overview of what the company is doing in DeFi (a lot!).

@Gigson Danke vielmals für die Antwort. Bin bei Seekingalpha leider nicht registriert, drum sehe ich den vollständigen Text nicht. Vielleicht könntest ihn einfach reinkopieren? Werde mich aber wahrscheinlich noch registrieren.

Attacke! Auf einen grünen Start!

Sehr spekulativ, hört sich aber nachvollziehbar an..

Zu deiner gestrigen Frage @Chris11 Der Kollege im Link oben geht davon aus, dass ca. 600k im Handelsportfolio (Defi Bermuda) von Defi investiert sind...

https://seekingalpha.com/article/4422800-defi-technologies-inc-call-option-on-defi-space

Guten Morgen, hab soeben nochmal ne Order platziert, dann kanns ja losgehen, ich bin bereit 😃👍

Schönen guten Morgen...

Ach so ,schönen guten Morgen...😀👍

Good Morning liebste Mitinvestoren. Einen guten Start in die Woche wünsch ich euch allen!

All in 😂😂😂

Weiss jemand zufällig, in welchen Stückzahlen Defi Techn. in Kryptos zB Ethereum aktuell investiert ist?

Hi zusammen, ALLE Nachrichten, die in letzter Zeit kommen, spielen zu 100% in die Karten von Defi T., das wird immer deutlicher, werde morgen nochmal nachlegen, das kann einfach nur geil werden... 😊

Könnte eine gute Woche werden🤓....

https://www.btc-echo.de/news/defi-starkes-nutzerwachstum-und-grosse-skalierungsfortschritte-bei-ethereum-117700/