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43Crypto treasury, top or flop?
Hello my dears,
Opinions are divided right here.
And everyone says something different.
What is your opinion here? @stefan_21
permanent economic engines?
or rather a.
phase-out model?
Which companies do you still see at the forefront, and which would you rather stay away from?
Why can companies like Mara, Block or coinbase hardly benefit from this hype?
By the way, companies like
$MELI (-0,05%) hold 570 Bitcoin
$DEFI (-0,63%) hold 204 Bitcoin
$COIN (-2,75%) hold 11,776 Bitcoin
which makes the companies attractive in addition to their traditional business model.
And these companies tend to be my favorites because of their traditional business model.
Crypto treasury companies could become giants like Berkshire Hathaway in the long term, says analyst
Bitcoin balance sheets demystified - one in four companies worth less than their coins
A new analysis by K33 Research reveals how risky the strategy of many listed companies to fill their balance sheets with Bitcoin is. The market is punishing them - in some cases, the companies are worth less than their own crypto holdings.
21.09.2025 - 10:00 am
Bitcoin treasury: The house of cards is collapsing - one in four companies worth less than their coins



Treasurys in particular, which accumulate altcoins, will not survive in the long term in my opinion.
Next step 150k
After September also provided a decent return, I'm hoping for 150k at the end of the year. I have also recently started betting on a boost of $DEFI (-0,63%) . $KSPI (-0,75%) is out for me with +20% after a good run.
A bit of "stability" is provided by $DSFIR (+1,68%) and $MUM (+1,81%) although I hope to have bought them at a relatively low level. We will see...
Otherwise, onwards:
good investment to all!



Positive full 🌕
so my position would be $DEFI (-0,63%) full. A total of around €1000 was invested at a price of around €1.82. I therefore hope to have hit the approximate support zone 😅
What do you think? Will this level remain stable? 📈
And on it goes...
This time with $DEFI (-0,63%) 😁
Here is also some current information on the current course of business (new launch of further ETPs on various cryptos) and a brand new analyst opinion.
I'm really glad that I was able to buy the capital increase dip, I almost got my desired entry price.
I had $DEFI (-0,63%) on my watchlist for a long time, but the share price has risen quite strongly recently, so I had already made friends with a higher entry price. But of course the timing was perfect😁.
@Tenbagger2024 You're here too, aren't you?
@Multibagger Are you, too?
Who else is invested here? Or maybe planning to?
H.C. Wainwright buy, target price 5.50$:
Entry found ✨
After a long time of going back and forth, I have finally found my way into $DEFI (-0,63%) found.
Due to the setback caused by the dilution of the share (issue price USD 2.19), my entry price is just below the purchase price of the major investor Galaxy Digital. I'm happy with that for now and wish you all a good evening 👋🏼$
Update gq-Challenge
The rabbit now has its 5 community values together
The choice has fallen on
What do you think of the choice and do you see a chance of success for the first values?
If you are still interested in the challenge, follow the bunny. I will report regularly on how the challenge is progressing.
The bunny and I look forward to comments and discussions. 😊



+ 1

How long do you plan to hold the individual stocks? What were your selection criteria. I could name at least 3-4 other stocks that have attracted more attention here in the community. But that can be subjectively right and objectively wrong.
Am I missing something, or is the 🚀 still rising?
My dears,
I have just had another look at Defi technology. And I am fascinated by the multiples.
Sales and profit growth is good due to the new and innovative products.
The EbiT margin is increasing and I also like it very much.
The P/E ratio will fall to 6.52 next year and that in the financial sector.
The PEG is therefore a fantastic 0.16
But the 6-month performance is minus 15.15 %.
Hence my question to you.
Am I missing something here?
Or does the rocket still have to ignite?
- DeFi Technologies has hit the jackpot with its investment in the Swiss AMINA Bank. The bank, in which DeFi holds a 5.07% stake, delivered a record result in 2024.
DeFi Technologies has brought a new high-ranking executive on board. Dr. Manfred Knof will support the company from now on as a strategic advisor and also Chairman of the ETP subsidiary Valour. Knof was CEO of Commerzbank until 2024, played a key role in driving the restructuring forward and delivered large profits to shareholders during his tenure.
The good news at DeFi Technologies continues unabated. After the company's shares were traded on the US technology exchange Nasdaq for the first time this week, the company is now also shining with strong Q1 figures. As crypto prices continue to rise at the same time, nothing seems to be standing in the way of the bulls for the time being.
https://www.deraktionaer.de/artikel/aktien/defi-technologies-starke-zahlen-20380122.html
DeFi Technologies launches first physically backed Bitcoin staking ETP on the London Stock Exchange. ⬇️
DeFi Technologies raises assets under management to $974 million and launches share buyback
⬇️
DeFi Technologies reports strong revenue growth and profit for Q2 2025
⬇️



+ 3

Bitcoin treasury: The house of cards is collapsing - one in four companies worth less than their coins
Hello my dears,
I am not Dirk Müller, and I don't want to spread panic here. But I would still like to share this exciting report from the shareholder with you.
" Because I care about the community "
My dears, I myself invest directly in Bitcoin.
Or in companies that trade in it, like $COIN (-2,75%) coinbase, and $DEFI (-0,63%) Defi Technology.
The hype surrounding companies that fill their balance sheets with Bitcoin is starting to crack. A new analysis by K33 Research reveals an alarming development: every fourth listed company with significant Bitcoin reserves is now trading at a discount to its digital treasures on the stock exchange.
The core problem lies in the so-called "market-to-net asset value" (mNAV). If this value is less than one, the stock market value of a company is less than the pure value of the Bitcoin held. It becomes virtually impossible for these companies to raise fresh capital for further Bitcoin purchases. "If companies are trading below their net asset value, new share issues have a dilutive effect," explains Vetle Lunde, Head of Research at K33. In plain language: the company would issue more shares of ownership than it receives in value in the form of Bitcoin - a bad deal.
The crash at NAKA, a merger vehicle of KindlyMD and Nakamoto Holdings, is particularly dramatic. The share lost 96% from its record high, and the mNAV multiplier collapsed from an incredible 75 to just 0.7. But NAKA is not an isolated case. Prominent names such as the Tether-backed company Twenty One and Semler Scientific are now also trading below the value of their Bitcoin holdings.
Even industry leader MicroStrategy under pressure
Although the average mNAV multiple in the sector still appears high at 2.8, this picture is distorted. Smaller companies are increasingly under water, while only the largest players still have significant premiums. But even the industry's heavyweight, Michael Saylor's Strategy, is feeling the headwind. The premium on the value of Bitcoin has fallen to 1.26 - the lowest level since March 2024.
The consequence is already noticeable: the scope for MicroStrategy to finance new Bitcoin purchases via the stock market is shrinking. "This reduces MicroStrategy's ability to substantially acquire BTC and indicates much lower demand from one of the most important buyers of the past year," says Lunde. The numbers confirm this trend: so far in September, "Bitcoin treasurers" have been buying an average of just 1,428 BTC per day - the slowest pace since May.
Back to normality?
However, analysts like Lunde also see this development as a rational market correction. "Companies that act as pure accumulation vehicles for Bitcoin should not be traded at a premium to their balance sheet due to the cost of advisors, management and complex capital structures," he argues. The only exception is when the core operating business benefits directly from the high Bitcoin holdings.
For the Bitcoin price, this could mean that the market emancipates itself from the artificial demand from company balance sheets and returns to a more organic demand from ETFs and private investors.

Well, it just depends on how you want to influence opinions.
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