Added to YB: 2025-08-04
Pitch date: 2025-06-13
DFDV [bearish]
DeFi Development Corp.
+86.33%
current return
Author Info
No bio for this author
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Company Info
DeFi Development Corp. focuses on building its treasury around Solana (SOL). SOL is a blockchain infrastructure platform.
Market Cap
$116.3M
Pitch Price
$27.83
Price Target
7.00 (+84%)
Dividend
N/A
EV/EBITDA
2.63
P/E
0.94
EV/Sales
31.60
Sector
Consumer Finance
Category
value
Show full summary:
DeFi Development Corp. - $DFDV (short)
DFDV short: Solana holding company trading at 7x NAV ($28 vs $4/share). Owns 609k SOL ($85M @ $140) with 22M fully diluted shares. $50M ATM program to sell shares & buy more SOL. No operating business - pure NAV play like MSTR/CEP. Bear case: market realizes overvaluation. Bull case: SOL price surge, premium expansion.
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