DeFi Technologies Inc. (Nasdaq: DEFT), a financial technology company that bridges the gap between decentralized finance (DeFi) and traditional capital markets, has seen impressive growth since July 2025. Its subsidiaries, Valour Inc. and Valour Digital Securities Limited (Valour), reported $947 million in assets under management (AUM) at the end of July, a 23% increase from the previous month. Bitcoin, Solana, SUI, Avalanche, and CORE were among the crypto assets that accounted for the largest share of the company's portfolio.
Valour had the second-best performance of the year, recording net inflows of $14.4 million in July. Total net inflows since the beginning of 2025 reached $90.4 million.
Notable ETPs: SOL, DOGE, and SUI
The products that saw the most inflows in the company's ETP portfolio included both established and newly listed assets such as SOL, DOGE, and SUI. Valour's net inflows for these products were as follows:
- VALOUR SOL SEK: $5.5 million
- VALOUR DOGE SEK: $2.66 million
- VALOUR SUI SEK: $2.38 million
- VALOUR SEI SEK: $1.09 million
- VALOUR CRV SEK: $926,000
Valour generates its revenue primarily from staking returns and management fees on the assets it manages. In the first quarter of 2025, it generated $10 million in staking and lending revenue and $2.6 million in management fees. As of July 31st, the ETPs with the highest AUM were:
- VALOUR BTC: $291.9 million
- VALOUR SOL: $269.4 million
- VALOUR ETH: $86.6 million
- VALOUR XRP: $65.1 million
- VALOUR SUI: $58.4 million
- VALOUR ADA: $51.8 million
Valour has over 75 ETPs listed on European and UK exchanges. The company aims to increase this number to 100 by the end of 2025. Recently, eight new products based on digital assets such as BCH, LEO, OKB, POL, ALGO, FIL, ARB, and STX were listed on Sweden's Spotlight Stock Market platform. Valour also entered the Swiss market with its HBAR and ICP staking products.
The company holds the most Bitcoin and these four altcoins in its treasury
As of the end of July, DeFi Technologies' cash and USDT balance stood at approximately $17 million. Its debt remained stable at $6 million. Its digital asset treasury reached $73.5 million, and the portfolio included the following assets:
- BTC (251.6 units): $29.7 million
- SOL (61,000 units): $11.6 million
- AVAX (398,321 units): $9.5 million
- CORE (7,100,000 units): $4 million
- SUI (4,913,918 units): $18.5 million
Stillman Digital, one of the company's subsidiaries, processed approximately $1.95 billion in trading volume in July. A strategic partnership was also formed with Ozean, Clearpool's RWA protocol. This partnership aims to facilitate the inflow of institutional capital into real-world assets (RWA). Finally, the trading unit, called DeFi Alpha, generated $114.1 million in revenue since its launch in the second quarter of 2024. Specifically, a one-time arbitrage transaction on May 5, 2025, yielded $17.3 million.
