This DeFi Stock Just Turned a $115M Profit

A Financial Revolution Goes Global

Finance is undergoing a dramatic transformation as assets and markets become tokenized and decentralized. Analysts predict that tokenization of real-world assets (RWAs) could reach into the trillions of dollars within a few years (source). The appeal is clear: blockchain-based finance can make markets faster, cheaper, and accessible 24/7 by removing intermediaries and enabling near-instant settlement.

From major financial hubs on Wall Street to emerging markets in Africa, this macro trend is reshaping how value is issued and traded. Amid this revolution, one company stands out as a key beneficiary and enabler:

DeFi Technologies Inc. (CBOE: DEFI; OTC: DEFTF). In the narrative of finance’s next chapter, DeFi Technologies is casting itself in the hero’s role – bridging traditional finance with the decentralized future and poised to reap the rewards of this macro shift.

How This DeFi Stock Quietly Built a $200M Revenue Engine

DeFi Technologies describes itself as a financial technology firm “pioneering the convergence of traditional capital markets with the world of decentralized finance (DeFi)” (source). In practice, the company has built a diversified business model giving investors exposure to the decentralizing finance trend through multiple highly scalable ventures. By late 2024, DeFi Technologies had achieved over C$72 million in net income year-to-date (source) – an impressive feat that underscores a robust business model. In fact, management noted it is “among the very few profitable public companies” in the digital asset sector (source).

What drives this success? Diversification. DeFi Technologies operates several synergistic business lines that together capture value across the crypto and DeFi ecosystem:

Valour – The Asset Management Arm

Through its wholly-owned subsidiary Valour Inc., DeFi Technologies offers crypto-based exchange-traded products (ETPs) that trade on traditional stock exchanges. This gives retail and institutional investors a simple, secure way to invest in Bitcoin, Ethereum and other digital assets via their brokerage accounts.

By April 2025, assets under management reached about C$988 million (US$715 million) (source), reflecting growing investor demand. Valour earns management fees (and even lending/staking income) on these products, contributing steady revenue.

DeFi Alpha – The Trading Desk

DeFi Alpha specializes in low-risk arbitrage across centralized and decentralized exchanges. Launched in mid-2024, this desk generated C$132.1 million (US$96.8 million) in revenue within its first year. In May 2025, it netted approximately C$30.3 million (US$22 million) in profit on a single arbitrage trade (source), showcasing its ability to capitalize on inefficiencies.

Stillman Digital – Deep Liquidity Provision

In 2024, DeFi Technologies acquired Stillman Digital, a leading OTC trading and liquidity provider that had facilitated over US$15 billion in digital asset trades since 2021 (source). By integrating Stillman’s capabilities, DeFi Technologies now offers “deep OTC liquidity” to clients and supports large-scale crypto transactions.

In April 2025, Stillman was integrated with platforms like Talos, enhancing institutional reach (source).

This multi-pronged model positions DeFi Technologies as a “picks-and-shovels” provider for the tokenization era. By Q3 2024, the company had generated C$152.4 million (US$112.0 million) in revenue and entered 2025 with zero debt and a strong balance sheet (source).

From Nairobi to Nasdaq: Capitalizing on Tokenization

DeFi Technologies is expanding globally where tokenization is gaining traction. In April 2025, it announced a strategic partnership with the Nairobi Securities Exchange to launch the Kenya Digital Exchange (KDX) (source), a fully regulated platform to tokenize and trade real-world assets like equities and commodities.

Valour’s ETPs are expected to list by Q3 2025, with the KDX rollout continuing into 2026 (source). Revenue streams will span trading fees, staking services, and listings.

CEO Olivier Roussy Newton called the Kenya partnership “a transformative step in expanding digital asset infrastructure across Africa” (source).

Meanwhile, DeFi Technologies filed for a Nasdaq uplisting in late 2024 and partnered with a U.S. asset manager led by crypto advocate Anthony “Pomp” Pompliano to explore ETF opportunities (source).

Leadership with a Vision

DeFi Technologies recently appointed Andrew Forson as President and Chief Growth Officer of Valour (source). Forson previously led ventures at Hedera Hashgraph and brings experience in Web3 and structured finance. He aims to expand Valour’s footprint and drive global strategy.

Forson’s appointment aligns with DeFi’s push to broaden ETP distribution and innovate in tokenized markets, possibly incorporating blockchain networks like Hedera.

DeFi Technologies’ leadership team combines experience from both traditional finance and blockchain sectors, positioning the company for continued global expansion.

A $115M Profit. Global Expansion. And a Front-Row Seat to Finance 2.0

Stepping back, DeFi Technologies is a credible and high-growth business benefiting from a macro shift toward tokenization and decentralization. With 2024 revenues of C$204.4 million (US$144.8 million) and net income of C$115 million (US$84 million) (source), the company has real momentum.

For investors, DeFi Technologies offers exposure to a broad financial transformation. From regulated ETPs to high-frequency trading and national digital exchanges, its strategy covers every angle of the trend. The company’s optimistic vision is backed by performance, not hype – and its execution makes it one of the most intriguing public companies in the blockchain ecosystem today.

Disclaimer

The information presented in this newsletter regarding DeFi Technologies Inc. (CBOE CA: DEFI | OTC: DEFTF) is intended strictly for informational and educational purposes. It does not constitute financial advice, investment advice, or a recommendation to buy or sell any securities. Readers are strongly encouraged to conduct their own due diligence or consult with a licensed financial advisor before making any investment decisions.

If you wish to learn more about DeFi Technologies Inc., please visit their official investor relations page at defi.tech.

Cashu Technologies Pty Ltd. has been compensated Ten Thousand Dollars by Sideways Frequency LLC for the creation and distribution of this promotional content. While reasonable efforts have been made to ensure the accuracy and reliability of the information presented, no guarantees are made regarding its completeness or timeliness.

Any decision to invest based on the content of this newsletter is made solely at your own risk. Cashu Technologies Pty Ltd. expressly disclaims any and all liability for losses or damages that may result from reliance on the information provided herein.