2D·

DeFi Technologies - AI in the discussion

Dear gq community,


Today I would like to discuss the topic of AI with you and look together at the share $DEFI (-3,66 %) that I bought at a price of € 1.20 and have not been happy with so far.


But first an assessment of the current situation.


1. trend & momentum

The share is in a long-term bear market.

Downward trend: The share price has fallen by over 80 % from its 52-week high of around € 4.05.

Current situation: On December 29, 2025, the share price hit a new 12-month low of € 0.62. Since then, there has been an initial technical counter-reaction (rebound) on Friday to currently around € 0.75.

Moving averages: The share price is trading well below the 200-day line (approx. € 2.04), indicating that selling pressure continues to dominate.


2. supports and resistances

Resistance 1 (near): At €0.85 - €0.88. This is a psychologically important hurdle. A breakout above it could initiate a recovery.

Resistance 2 (strong): The €1.20 mark (your buy price). Many investors will try to exit here without taking a loss, which could depress the price.

Support: The recent low at € 0.62. If this area falls, there is a risk of a further fall towards € 0.40.


Trading recommendations

Buy prices (additional purchase or entry)

A subsequent purchase ("average down") is risky, as the company is currently facing class action lawsuits (deadline January 30, 2026).

Speculative at € 0.65, but with the willingness to accept a total loss under certain circumstances.


Procyclical at > € 0.90: Only if the resistance at € 0.85 is sustainably overcome by the daily closing price.

Sell prices (profit-taking / damage limitation)


Caution: The company has a very low cash position and a low equity ratio of only 1.75% (last report), which makes the share a high-risk investment.


The share is therefore even riskier than when I bought it. A final directional decision can certainly only be expected once the lawsuits have been settled.


🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥

And now to my requested discussion with you.

Most of you know that I want to learn how to evaluate and present shares.

I have not yet been able to do this as fundamentally as our presentation professionals such as @Multibagger
@Tenbagger2024
@SAUgut777 and many others.

However, my goal is to be able to offer the community added value in this area over the course of the year.


Do you remember the title of this post?

Ah, you've just scrolled up again, that's good.

AI in the discussion and if you look at the rabbit's discussion round, you'll find the topic "AI - curse or blessing".


What is that supposed to tell you? Did the rabbit eat a bad carrot?

Not at all, friends. The topic that has been on my mind over the last few days is AI.

You probably realize that the bunny and its scenes are created by AI. Only the plush bunny really exists and with this one I use an AI to create the photos.


But in order to initiate a discussion today, I had the actual share in my portfolio of $DEFI (-3,66 %) by this very AI!

Not to claim that I can suddenly evaluate stocks professionally, but to explore whether AI can be helpful in the evaluation of stocks or whether the risks are predominant.

I had several of my positions from the portfolio evaluated using screenshots and manually searched for data on these shares at Traderfox and elsewhere.


To my understanding, the AI evaluations were conclusive.


Are you scared now?


I am, because I wonder what an AI is capable of compared to analysts who approach these topics with a great deal of specialist knowledge.


I would now be happy to have a lively discussion, but please don't give me hell, as I deliberately made the post look like my own assessment at first and hope you understand my approach, which motivated me to do this.


I am therefore particularly interested in two points:

1. what do you think of the evaluation of the stock?

2. do you see more risks or more opportunities in using AI to analyze stocks?


I am curious!

Yours 🐰

André

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14 Comentarios

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I don't understand the analysis of the cash position. According to the CEO report, end of December 2025:

"We raised $100 million in a capital raise that materially improved our strategic flexibility. We also ended Q3 2025 with $165.7 million in cash, cash equivalents, and digital asset treasury assets, plus $44 million in venture investments, and no debt. "2025 also strengthened our ability to act, not react.

Also according to the Q3 report: Cash and cash equivalents

Cash on hand: As of September 30, 2025, DeFi Technologies' consolidated cash on hand was $119.5 million.
Treasury holdings: As of September 30, 2025, the company's holdings included a mix of digital asset tokens totaling approximately $46.2 million.
Total value of cash and digital assets: USD 165.7 million as of September 30, 2025
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@DanDoDan You should always check AI-generated content again 🤷🏼‍♂️
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@HoldTheMike That's exactly the point of my post if you read it to the end. 👍🏼
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I sometimes use Morningstar to research fundamental data. Chatgpt can't read the figures from the website, I'm not sure why.

I notice that LLMs can't calculate reliably. Which is kind of their nature, of course, but it's easy to forget. So you should never calculate anything yourself. I once copied my portfolio into Gemini and he overestimated the US share by a whopping 15 percent and advised me to urgently reconsider. ChatGPT also failed to find a calculation error in a table I gave him.

ChatGPT has already helped me to discover some good sources that I didn't know about. In my opinion, it's definitely worth asking him things without thinking and then getting the sources for them.
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@Isus01010 Thank you for your contribution. This is exactly what I wanted to suggest for discussion, that it needs to be checked instead of accepting every piece of information received and acting on it immediately if necessary. 👍🏼
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That's how it is. I'm always experimenting with the models and their possibilities. Maybe it would be a good idea to make a contribution.
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@Isus01010 That would certainly be of interest to some. Please mark me then 👍🏼
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Please be careful with Canadian penny stocks... I tried to analyze stocks, ETFs, portfolios and strategies using AI, but the results were so bad, "influenceable" and partly wrong, that I completely backpedaled and actually analyze old school. I now only use AI to search for cooking recipes, partly as a Google replacement and to find my spelling mistakes... @Techaktien is my opinion 🤝
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If you just tell an LLM, "Analyze Apple's stock," you'll usually get a superficial summary that sounds nice, but is worthless for making an informed investment decision.

Without guard rails (specific questions in all conceivable directions), the model accesses the most frequently occurring (and therefore often the most banal) data.

This is why most of the analyses here can only be used as an idea finder.
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@7Trader So you're of the opinion that the analyses posted here are mostly AI-generated? 🤔
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@TradingHase not all of them. But yes, most of them are created by LLMs and then trimmed to "human".
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@7Trader That would be very sad, at least if it is riddled with errors, as in my example.
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I am also not a professional in the area of fundamental data, analysis etc. I generally don't ask Ki for recommendations or rely on statements that could be important in some way. I like to ask for data such as world market leader, where company Xy exports to, trading partners, subsidiaries, etc. But I always look at the Q figures and annual balance sheets on Ariva, for example. But to be honest, I haven't really tried Ki that often. I'm probably just a bit more conservative there ;-) Best regards
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@Wollitz Thanks for your comment Daniel 👍🏼
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