DeFi Technologies Provides Monthly Corporate Update: Valour Reports US$947 Million (C$1.3 Billion) in AUM, and Monthly Net Inflows of US$14.4 Million (C$19.8 Million) in July 2025, Among Other Key Developments

DeFi Technologies Inc. (the “Company” or “DeFi Technologies“) (Nasdaq: DEFT) (CBOE CA: DEFI) (GR: R9B), a financial technology company bridging the gap between traditional capital markets and decentralized finance (“DeFi”), is pleased to announce that its subsidiary, Valour Inc., and Valour Digital Securities Limited (together, “Valour“), a leading issuer of exchange traded products (“ETPs“) reported assets under management (“AUM”) of US$947 million (C$1.3 billion) as of July 31, 2025. This reflects a 23% increase month-over-month, driven by rising digital asset prices and continued net inflows into Valour’s ETPs.

Valour recorded US$14.4 million (C$19.9 million) in net inflows for July, marking its second strongest month year-to-date.

Net Inflows and Investor Confidence

In July, Valour recorded its second strongest month of the year in net inflows of US$14.4 million (C$19.9 million), continuing its trend of consistent monthly inflows regardless of market conditions. Year-to-date, total net inflows have reached US$90.4 million (C$125.4 million), highlighting accelerating investor demand for Valour’s ETPs. This sustained momentum reflects growing investor confidence and reinforces the appeal of Valour’s diverse product lineup.

Key Products Driving Inflows

A combination of established and newer ETP listings, including SOL, DOGE and SUI, drove the exceptional performance. Key contributors include:

• VALOUR SOL SEK: US$5,556,128 (C$7,700,293)
• VALOUR DOGE SEK: US$2,664,010 (C$3,692,078)
• VALOUR SUI SEK: US$2,386,063 (C$3,306,869)
• VALOUR SEI SEK: US$1,090,906 (C$1,511,898)
• VALOUR CRV SEK: US$926,198 (C$1,283,627)

These inflows highlight Valour’s leadership in providing access to diverse digital assets.

Valour’s Top ETPs by AUM

Valour monetizes its AUM primarily through staking and management fees. Valour retains staking yields as revenue, capturing value directly from the underlying digital assets held in its ETPs, in addition to management fees.

In Q1 2025, Valour generated staking and lending income of US$10.0 million (C$14.0 million) and management fees of US$2.6 million (C$3.6 million), demonstrating the strength of its vertically integrated model and its ability to generate recurring, protocol-driven revenue from its growing AUM base. As of July 31, 2025, Valour’s ETPs with the highest levels of AUM were as follows:

• VALOUR BTC: US$291,968,738 (CA$404,642,393.68)
• VALOUR SOL: US$269,493,910 (CA$373,494,304.81)
• VALOUR ETH: US$86,619,391 (CA$120,046,680.18)
• VALOUR XRP: US$65,109,220 (CA$90,235,519.09)
• VALOUR SUI: US$58,440,840 (CA$80,993,744.56)
• VALOUR ADA: US$51,873,507 (CA$71,892,012.09)
• Valour HBAR: US$19,345,500 (CA$26,811,121.91)
• VALOUR AVAX: US$15,355,768 (C$21,281,712.43)
• VALOUR DOT: US$11,837,389 (C$16,405,555.79)

Valour’s Global Expansion and Strategic Market Development

Valour continues to expand its global footprint as a leader in regulated digital asset products. With over 75 ETPs currently listed across European and UK exchanges, the Company remains on track to reach 100 listed products by the end of 2025. Upcoming launches include leveraged and warrant-based structures, further broadening investor access.

In parallel, Valour continues to advance its strategy of entering high-growth emerging markets across Africa, Asia, the Middle East, and beyond—securing a first-mover advantage in key jurisdictions. This proactive expansion reinforces Valour’s long-term commitment to accelerating global adoption of regulated digital asset investment products.

Strong Financial Position

As of July 31, 2025, the Company maintained a strong financial position:

Cash and USDT Balance: Approximately US$17 million (C$23.4 million).

Loans Payable: Approximately C$8.6 million (US$6 million), unchanged from the previous month, primarily attributed to the ongoing Genesis restructuring

Digital Asset Treasury

In July, the Company rebalanced its treasury to increase allocations to BTC, SOL, and CORE. As of month-end, the portfolio was valued at approximately US$73.5 million (C$101.2 million). The Company may rebalance or expand its treasury at any time, leveraging its available US$90.5 million (C$124.6 million) in cash, USDT, and other treasury assets.

• 251.6 BTC: US$29,725,163.20 (C$41,196,400.93)
• 61,000 SOL: US$11,641,697 (C$16,134,344.29)
• 398,321.6 AVAX: US$9,581,586 (C$13,279,215.85)
• 7,100,000 CORE: US$4,035,640.00 (C$5,593,033.83)
• 4,913,918 SUI: US$18,507,289.40 (C$25,649,437.45)

Stillman Digital Update

Trading Volume: Approximately US$1.95 billion in trades processed.

The company announced a strategic partnership with Ozean, a blockchain protocol for Real-World Assets (RWAs) launched by Clearpool. The collaboration is focused on onboarding institutional capital into the RWA space, further solidifying Stillman’s position as a key infrastructure partner in the evolving digital asset landscape.

Operationally, Stillman Digital continues to:

•  Improve internal trading systems with a focus on latency reduction, order execution optimization, and risk controls;
•  Onboard new institutional client accounts, expanding its counterparty network across hedge funds, family offices, exchanges, and crypto-native companies;
•  Diversify liquidity strategies across trading venues;
•  Expand cross-border operations as regulatory clarity around digital assets evolves in key jurisdictions.

DeFi Alpha Strategy

The Company continues to assess and execute on arbitrage opportunities through its specialized trading desk, DeFi Alpha. Since its launch in Q2 2024, DeFi Alpha has generated a total of C$155.9 million (US$114.1 million) in revenue, including a one-time arbitrage trade announced on May 5, 2025, that delivered a return of C$23.8 million (US$17.3 million), incorporating a non-cash DLOM valuation adjustment. This strategy has significantly strengthened the Company’s financial position, enabling debt repayment and supporting the ongoing expansion of its digital asset treasury.

2025 Financial Outlook:

DeFi Technologies’ fiscal 2025 revenue forecast of approximately C$285.6 million (US$201.07 million) excludes any decrease or recovery of discount for lack of marketability (“DLOM”) applied to two private investment funds through which the Company gained exposure to locked Solana and Avalanche tokens (“Locked Tokens”). In fiscal 2024, the Locked Tokens were acquired with a DLOM applied to their fair market value, reflecting their restricted status until 2028. As these tokens unlock, reductions in the DLOM are recognized as revenue; however, given that these adjustments are non-operational in nature, they are excluded from the Company’s fiscal 2025 revenue guidance.

Q2 2025 Financials

The Company will release its Q2 2025 financial results after market close on Thursday, August 14, 2025. Additional details regarding a shareholder call will be announced in the coming days.

Recent Strategic Developments from July include:

Valour Launches Eight New Digital Asset ETPs on Spotlight Stock Market, Expanding Nordic Footprint

Valour launched eight new SEK-denominated exchange traded products (ETPs) on Sweden’s Spotlight Stock Market, including products for Bitcoin Cash (BCH), Unus Sed Leo (LEO), OKB, Polygon (POL), Algorand (ALGO), Filecoin (FIL), Arbitrum (ARB), and Stacks (STX). With these additions, Valour surpassed 75 listed ETPs, further expanding its Nordic footprint and strengthening its position as one of the most comprehensive digital asset ETP issuers in the world.

Valour Enters Swiss Market with HBAR and ICP Staking ETP Listings on SIX Swiss Exchange

Valour entered the Swiss market with the launch of two new staking ETPs—1Valour Hedera (HBAR) and 1Valour Internet Computer (ICP)—on the SIX Swiss Exchange. The listings marked Valour’s first products on Switzerland’s primary stock exchange and expanded its regulated product suite to over 75 ETPs across Europe. Both products offered investors secure, transparent access to native staking yields through traditional brokerage accounts. The company remained on track to reach 100 listed ETPs by the end of 2025.

DeFi Technologies to Manage Nuvve’s HYPE Treasury Strategy Through Newly Launched DeFi Advisory Business Line

DeFi Technologies launched its DeFi Advisory business line to provide institutional-grade digital asset treasury solutions for public companies. Its first mandate was with Nuvve Holding Corp. (Nasdaq: NVVE), which appointed DeFi Technologies to manage its HYPE token treasury strategy. The scope includes custody, OTC execution via Stillman Digital, and performance optimization. Compensation is structured as recurring management fees based on AUM, paid quarterly in equity or cash, reinforcing DeFi Technologies’ scalable, fee-based model.

DeFi Technologies Announces Commencement of Options Trading on Nasdaq

DeFi Technologies announced that options trading for its common stock commenced on the Nasdaq Options Market under the ticker “DEFT.” The listing includes a range of expiration dates and strike prices, providing investors with additional tools to manage risk and express views on the Company’s performance.

Supplemental Materials and Upcoming Communications

The Company has made available on its website materials designed to accompany the discussion of its results, along with certain supplemental financial information and other data. For important news and information regarding the Company, including investor presentations and the timing of future investor conferences, visit the Investor Relations section of the Company’s website: https://defi.tech/investor-relations.

Analyst Coverage of DeFi Technologies

A full list of DeFi Technologies analyst coverage can be found here: https://defi.tech/investor-relations#research.