DeFi Dev Corp. Announces Global Expansion Through Strategic Treasury Franchising Model
This initiative, branded as the DFDV Treasury Accelerator, is launching with support from a consortium of global partners – Kraken, Pantera, Arrington, RK Capital, and Borderless Capital – who are expected to support the launch of new regional vehicles through potential investment, strategic guidance, and infrastructure.
DFDV is actively developing five Treasury Accelerator regions and onboarding new geographies into the pipeline each week.
Under this framework, DFDV will provide franchise partners with operational, strategic, and technical infrastructure - including validator and asset management solutions, treasury and fundraising guidance, and brand alignment - while retaining equity stakes in each regional vehicle. These structures are designed to provide partners the benefit of the DFDV playbook while aligning long-term incentives through board representation, validator delegation, and equity ownership.
'This model allows us to scale globally and support SOL accumulation without taking on any share dilution,' said Joseph Onorati, CEO of DeFi Dev Corp. 'We're exporting our framework for Solana treasury accumulation, while bringing global partners into the DFDV orbit, all aligned through economics, staking, and shared infrastructure. The opportunity is massive.'
This initiative represents a new frontier for crypto-native capital formation and deepens DFDV's role as a Solana-native financial platform. With validator revenue, equity participation, and onchain integration across franchisees, this model adds structural reinforcement to DFDV's core mission: maximizing SOL per share (SPS) over time.
'Most crypto treasury vehicles today are following the MicroStrategy model. What excites us about DFDV is that they're not just copying the playbook. They're evolving it,' said Cosmo Jiang, General Partner at Pantera Capital. 'By combining validator infrastructure, capital markets innovation, and now international expansion via a global franchising model, DFDV is building something structurally different and ahead of the curve.'
DFDV expects to provide further updates on its franchising efforts, including additional partner announcements in the weeks ahead.
About DeFi Development Corp.
DeFi Development Corp. (Nasdaq: DFDV) has adopted a treasury policy under which the principal holding in its treasury reserve is allocated to SOL. Through this strategy, the Company provides investors with direct economic exposure to SOL, while also actively participating in the growth of the Solana ecosystem. In addition to holding and staking SOL, DeFi Development Corp. operates its own validator infrastructure, generating staking rewards and fees from delegated stake. The Company is also engaged across decentralized finance (DeFi) opportunities and continues to explore innovative ways to support and benefit from Solana's expanding application layer.
The Company is an AI-powered online platform that connects the commercial real estate industry by providing data and software subscriptions, as well as value-add services, to multifamily and commercial property professionals, as the Company connects the increasingly complex ecosystem that stakeholders have to manage.
The Company currently serves more than one million web users annually, including multifamily and commercial property owners and developers applying for billions of dollars of debt financing per year, professional service providers, and thousands of multifamily and commercial property lenders, including more than 10% of the banks in America, credit unions, real estate investment trusts ('REITs'), debt funds, Fannie Mae® and Freddie Mac® multifamily lenders, FHA multifamily lenders, commercial mortgage-backed securities ('CMBS') lenders, Small Business Administration ('SBA') lenders, and more. The Company's data and software offerings are generally offered on a subscription basis as software as a service ('SaaS').
Forward-Looking Statements
This release contains "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements in this release include statements regarding the Company's SPS objectives and can be identified by words such as: "anticipate," "intend," "plan," "believe," "project," "estimate," "expect," strategy," "future," "likely," "may,", "should," "will" and similar references to future periods. Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based only on the Company's current beliefs, expectations, and assumptions regarding the future of its business, future plans and strategies, projections, anticipated events and trends, the economy, and other future conditions. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks, and changes in circumstances that are difficult to predict and many of which are outside of the Company's control. The Company's actual results and financial condition may differ materially from those indicated in the forward-looking statements. Therefore, you should not rely on any of these forward-looking statements. Important factors that could cause our actual results and financial condition to differ materially from those indicated in the forward-looking statements include, among others, the following: (i) fluctuations in the market price of SOL and any associated losses that the Company may incur as a result of a decrease in the market price of SOL; (ii) the Company's ability to earn SOL staking rewards; (iii) our ability to access sources of capital, including debt financing and other sources of capital to finance SOL acquisitions, operations and growth; (iv) volatility in our stock price, including due to future issuances of common stock and securities convertible into common stock; (v) the effect of and uncertainties related the ongoing volatility in interest rates; (vi) our ability to achieve and maintain profitability in the future; (vii) the impact on our business of the regulatory environment and complexities with compliance related to such environment including changes in securities laws or other laws or regulations; (viii) changes in the accounting treatment relating to the Company's SOL holdings; (ix) our ability to respond to general economic conditions; (x) our ability to manage our growth effectively and our expectations regarding the development and expansion of our business; and (xi) other risks and uncertainties more fully in the section captioned 'Risk Factors' in the Company's most recent Annual Report on Form 10-K and other reports we file with the Securities and Exchange Commission. As a result of these matters, changes in facts, assumptions not being realized, or other circumstances, the Company's actual results may differ materially from the expected results discussed in the forward-looking statements contained in this press release. Forward-looking statements contained in this announcement are made as of this date, and the Company undertakes no duty to update such information except as required under applicable law.
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Globe and Mail
18 minutes ago
- Globe and Mail
CyberArk and Centene have been highlighted as Zacks Bull and Bear of the Day
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The solution combined CyberArk's existing platform capabilities with AI-specific discovery, privilege controls, lifecycle management and governance. With the explosion of "agentic" AI this year -- where software programs with specific goals can act autonomously on your behalf to execute tasks -- the risks have soared in the identity security realms. AI agents can act like humans in their autonomy and like machines in their ability to scale, creating a unique security risk. They can communicate with other agents, access sensitive systems and even modify their behavior to complete complex tasks, making them a fast-growing security risk as organizations scale their use of AI. Millions of autonomous, unpredictable AI agents represent a new, rapidly expanding identity security attack surface. CyberArk's solutions address this challenge by applying identity-first security principles, where it treats each AI agent like any other privileged, autonomous identity. 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As more enterprises adopt AI agents, CyberArk's early move into this space could create new cross-sell opportunities, making its platform even more critical for customers seeking identity security consolidation. For instance, A Fortune 100 financial services firm, which is a long-time CyberArk customer on the human identity side, expanded into certificate lifecycle management and Public Key Infrastructure (PKI) offerings with a competitive multi-six-figure Annual Contract Value (ACV) deal. I'm looking forward to the August 7 company report to learn more. Disclosure: I own shares of CYBR for the Zacks TAZR Trader portfolio. Bear of the Day: Centene Corp., a giant of managed care expected to cross $175 billion in revenues this year, unexpectedly pulled its earnings guidance for 2025 on July 2. This change came after an unexpected shift in the dynamics of the health Insurance Marketplace, which could impact earnings more significantly than what was initially forecasted. The decision followed industry risk adjustment data from the independent actuarial firm Wakely, which analyzed 22 out of Centene's 29 Marketplace states, representing approximately 72% of its Marketplace membership. According to the company, these data showed higher-than-expected overall market morbidity and a slower pace of market growth. CNC is anticipating a shortfall of about $1.8 billion in net risk adjustment revenues, which would mean a $2.75 impact on adjusted diluted EPS for 2025. Although it does not have data from the other seven states, management anticipates a further decline in risk-adjusted revenues due to similar morbidity trends. Since the revelation, Wall Street analysts slashed their EPS projection for this year, cutting the Zacks profit consensus in half from $7.29 to $3.55 and discounting more of the unknowns. 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See Stocks Free >> Media Contact Zacks Investment Research 800-767-3771 ext. 9339 provides investment resources and informs you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms and Conditions of Service" disclaimer. Past performance is no guarantee of future results. Inherent in any investment is the potential for material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged for information about the performance numbers displayed in this press release. 7 Best Stocks for the Next 30 Days Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops." Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention. See them now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Lockheed Martin Corporation (LMT): Free Stock Analysis Report Centene Corporation (CNC): Free Stock Analysis Report CyberArk Software Ltd. (CYBR): Free Stock Analysis Report RTX Corporation (RTX): Free Stock Analysis Report Palantir Technologies Inc. (PLTR): Free Stock Analysis Report This article originally published on Zacks Investment Research (
Globe and Mail
18 minutes ago
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Better Buy: Dogecoin or Shiba Inu? The Answer Might Surprise You.
Key Points Dogecoin was the cryptocurrency industry's original meme token, whereas Shiba Inu was created to piggyback on its success years later. Both cryptos are trading way below their record highs, but they have soared during the past month on the back of new government legislation. Dogecoin and Shiba Inu are highly speculative assets, so investors should proceed with caution. 10 stocks we like better than Dogecoin › The website CoinGecko tracks nearly 17,000 different cryptocurrencies, and last week, their combined value topped $4 trillion for the first time ever. Bitcoin alone accounts for $2.4 trillion of that value, and it continues to march to new highs, but even some of the most speculative meme tokens are participating in the recent rally. Dogecoin (CRYPTO: DOGE) and Shiba Inu (CRYPTO: SHIB) have soared by 73% and 37%, respectively, during the past month. President Donald Trump's pro-crypto agenda continues to pick up steam, which is driving demand for coins and tokens from all corners of the industry. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » Last week, Congress passed the Genius Act, which lays out a new regulatory framework for stablecoins. And then there is the Clarity Act, which would shift crypto regulation from the Securities and Exchange Commission to the smaller Commodity Futures Trading Commission if it wins enough votes in the Senate. Can Dogecoin and Shiba Inu convert this sugar high from Washington into sustainable upside, and if so, which one is the better buy for the long term? Read on for the surprising answer. The case for Dogecoin In 2013, two friends named Billy Markus and Jackson Palmer believed the cryptocurrency industry was taking itself too seriously. Inspired by the popular Doge meme -- featuring a Shiba Inu dog -- that was spreading across the internet at the time, they launched Dogecoin. The entire exercise was a joke (in their own words), but that didn't stop their creation from reaching a peak market capitalization of about $90 billion in 2021. The coin's ascension was a community effort, but one person had more influence over its performance than any other: Tesla Chief Executive Officer Elon Musk. He started publicly supporting the meme token in 2019 and consistently promoted it with amusing posts on social media in the years that followed. On May 8, 2021, Musk participated in a Dogecoin-themed comedy sketch during an episode of Saturday Night Live. The token surged to a record high of $0.73 that night, but when investors realized Musk had no plan to create concrete value, they abandoned ship. Dogecoin lost more than 90% of its value by mid-2022, and it remained dormant in 2023 and for most of 2024 -- until Trump was elected president in November. Musk was a big supporter of Trump's campaign, and once elected, the president appointed him to run an external agency called the Department of Government Efficiency, which is tasked with reducing wasteful spending to address the national debt. The agency's name shortens to DOGE, which caused Dogecoin to more than triple in value to a new 52-week high of $0.47 on speculation that Musk might have a new plan for his favorite cryptocurrency. Its momentum faded when it became clear that Dogecoin would play no role in the agency. Despite its 73% gain during the past month, the token currently trades at just $0.28. If the Clarity Act creates a friendlier regulatory environment for all cryptocurrencies, as expected, it might pave the way for new uses for meme tokens like Dogecoin. Any development that drives sustainable adoption could send it soaring, but it's unclear whether that will actually happen. The case for Shiba Inu Shiba Inu is another popular meme token, but it did something in 2021 that no other financial asset -- let alone a cryptocurrency -- has ever done: It generated an annual return of 45,278,000% that year, which would have been enough to turn a perfectly timed investment of just $3 into over $1 million. An anonymous developer named Ryoshi created Shiba Inu in late 2020 to ride the same speculative wave that was driving Dogecoin higher. It was actually dubbed the "Dogecoin killer" by investors who were optimistic it could overtake its older rival in popularity. Shiba Inu didn't have an influential figure like Elon Musk in its corner, but its rapidly rising value prompted a flurry of top exchanges like Coinbase and Binance to add it to their platforms, which made it accessible to troves of new investors. Then, like Dogecoin, Shiba Inu lost more than 90% of its peak value once the hype wore off in 2022. It still hasn't found a legitimate use in the real world, so most recovery attempts have faltered. It's too volatile for businesses to accept as payment for products and services, and it certainly isn't a good store of value since it's still trading 83% below its record high. Moreover, Shiba Inu has a supply problem. There are 589.2 trillion tokens in circulation, which is why it trades at a tiny price per token of $0.000015. If it were to rise to $1 per token, for example, it would result in a market capitalization of $589.2 trillion, which would make it the most valuable asset in the entire world by a wide margin. At that level, Shiba Inu would be worth roughly 19 times more than the annual output of the entire U.S. economy, which was $29.7 trillion last year. There is no obvious catalyst that could spark another historic rally in Shiba Inu, but like Dogecoin, it could benefit from any deregulatory efforts that pave the way for new uses. The surprising verdict Shiba Inu's enormous circulating supply is very slowly shrinking as some investors are voluntarily burning the coins. Dogecoin, on the other hand, has a potentially infinite supply -- a capped amount of new tokens are mined each year, but there is no end date, which means existing investors will be diluted until the end of time. For that reason, if I had to invest in one of these meme tokens, I would probably pick Shiba Inu. However, I would actually recommend that investors avoid both of them. The fact that neither of them have reclaimed their all-time highs from 2021 highlights the pitfalls of investing in speculative assets. With no concrete fundamentals to support the value of Dogecoin or Shiba Inu, not only is a recovery unlikely, but they will probably trend lower over the long term. Investors who want some exposure to cryptocurrencies should probably consider an industry leader like Bitcoin instead. Should you invest $1,000 in Dogecoin right now? Before you buy stock in Dogecoin, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Dogecoin wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. 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Globe and Mail
18 minutes ago
- Globe and Mail
2 Artificial Intelligence (AI) Stocks to Buy Before They Soar 100% and 184%, According to Wall Street Analysts
Key Points Certain Wall Street analysts think Palantir Technologies and AppLovin are well positioned to benefit as artificial intelligence (AI) reshapes industries. Palantir is a leader in AI and decision intelligence platforms, but the stock unfortunately trades at an absurdly rich valuation. AppLovin's differentiated AI ad targeting engine is driving strong sales growth, and the stock currently trades at a reasonable valuation. 10 stocks we like better than Palantir Technologies › Artificial intelligence (AI) promises to be one of the most transformative technologies in human history, and certain Wall Street analysts think Palantir Technologies (NASDAQ: PLTR) and AppLovin (NASDAQ: APP) are particularly well positioned to benefit. Dan Ives at Wedbush Securities says Palantir will be $1 trillion company in two or three years. That implies 184% upside from its current market value of $352 billion. Brian Nowak at Morgan Stanley recently increased his 12-month bull-case target price on AppLovin to $700 per share. That implies 100% upside from its current share price of $350. Here's what investors should know about Palantir and AppLovin. Palantir Technologies: 184% implied upside Palantir develops data analytics software that lets customers integrate, secure, and make sense of complex information. Its adjacent artificial intelligence platform, AIP, functions as a large language model orchestration tool that supports the automation of data analytics workflows with generative AI. Forrester Research recently ranked Palantir as a leader in AI platforms. Importantly, Palantir's platforms create a feedback loop that not only optimizes decision-making, but also identifies increasingly relevant insights over time. The company says its ontology-based software -- which links data to real-world assets -- is unique in its ability to operationalize AI. Put differently, Palantir can move AI prototypes into production more effectively than its competitors. Palantir reported strong first-quarter financial results. Revenue rose 39% to $884 million, the seventh straight acceleration, due to particularly strong momentum among U.S. commercial and government customers. Non-GAAP (generally accepted accounting principles) earnings increased 62% to $0.13 per diluted share. Management also raised full-year guidance, such that revenue is forecast to increase 36% in 2025. Unfortunately, Palantir trades at a shockingly rich 325 times adjusted earnings. That looks particularly absurd for a company whose adjusted earnings are forecast to increase at 30% annually through 2026. While Palantir could be a $1 trillion company in the future, I doubt it will reach that milestone in two or three years. Investors should wait for a better entry point before buying shares. AppLovin: 100% implied upside AppLovin is an adtech company that has traditionally helped game developers market, monetize, and analyze their applications. But the company has more recently expanded its addressable market by introducing adtech software for e-commerce brands. Importantly, AppLovin has differentiated itself with what Morgan Stanley calls a "best-in-class machine learning ad engine." To elaborate, AppLovin's recommendation engine (called Axon) leans on sophisticated AI models to match advertiser demand with the most appropriate publisher supply through auctions, thereby helping brands maximize return on ad spend. It benefits from a network effect. As more companies use Axon, AppLovin collects more data that further enhances the capabilities of its targeting engine. AppLovin reported encouraging first-quarter financial results. Revenue surged 40% to $1.4 billion, as strong momentum in the advertising segment offset a sales decline in the mobile games segment. Meanwhile, GAAP earnings increased 149% to $1.67 per diluted share. The company guided for 69% advertising sales growth in the second quarter. Importantly, while AppLovin has traditionally been a managed service, the company is now testing a self-service platform that affords brands greater control. CEO Adam Foroughi told analysts: "It will take a few quarters to refine these tools for broader release. But when we launch self-service globally, we expect it to unlock a massive opportunity." Wall Street expects AppLovin's earnings to grow at 55% annually through 2026. That makes the current valuation of 64 times earnings look reasonable. It is possible for the stock to return 100% in the next year, as Morgan Stanley projects in its bull-case scenario, but patient investors should feel comfortable owning the stock even if that doesn't happen. Should you invest $1,000 in Palantir Technologies right now? 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