Added to YB: 2025-08-04
Pitch date: 2025-06-13
DFDV [bearish]
DeFi Development Corp.
+80.02%
current return
Author Info
No bio for this author
Company Info
DeFi Development Corp. operates an online platform that provides data and software solutions that connect the commercial real estate industry to multifamily and commercial property professionals.
Market Cap
$211.6M
Pitch Price
$27.83
Price Target
7.00 (+26%)
Dividend
N/A
EV/EBITDA
14.64
P/E
5.75
EV/Sales
65.38
Sector
Consumer Finance
Category
value
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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