CATALYSTYahoo Finance • 22h ago
DeFi Development Adds 3,983 SOL, Raises Preferred Dividend to 14%Yahoo Finance report covering DeFi Development Corp. (DFDV) market action, institutional positioning, and fundamental catalysts.
Why DFDV Stock dropped -8.48% Today — RQD Quant Desk Flash
$3.02 -8.48% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $2.97
DeFi Development Corp. (DFDV) carries a Roarable Rating of E (Strong Sell) with 26/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
ROARABLE E • RED ALERT
Cap $107.6M
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Click Any Pre-Computed AI Quant Specialist Briefing on DFDV Below — or Connect Your Own ChatGPT / Claude
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Is DFDV stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, DeFi Development Corp. (NASDAQ: DFDV) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 26/100 at a spot price of $3.02 (-8.48% 1D, market cap $107.6M). Pillar breakdown: Fundamental Cash Engine 5/20, Institutional 13F & Options Flow 3/20, SEC Balance-Sheet Forensics 8/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 3/20. Across 1097 tracked Financials issuers, DFDV ranks #1052 in composite RQD confidence.
✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does DFDV compare to LX and BMHL in the Financials sector?
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Within the Financials sector (Finance: Consumer Services), DFDV carries a Roarable E (26/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of -12.7%. By comparison, LX (LexinFintech Holdings Ltd.) holds a D- grade (42/100 RQD, P/E N/A, ROIC —, cap $100.2M) and BMHL (Bluemount Holdings Limited (Class B)) posts a D grade (45/100 RQD, P/E N/A, ROIC —, cap $86.8M). Among the 5-stock peer group, PFX leads on earnings multiple (20.3x) while JFIN leads on capital efficiency (29.1% ROIC).
✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for DFDV?
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Per DFDV's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001805526), DeFi Development Corp. generated $11.4M in revenue (+442.2% YoY), -$73.8M in net income, and -$18.0M in free cash flow against $307.4M in total assets and $127.4M in total debt. Key quantitative strengths: Established market leader in Financials with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.
✓ Pre-computed one-to-many AI Quant brief
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INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $2.97 (-1.72%)🧬 Dilution Drag (+2.48% YoY Shares)⚙️ Cash Engine: 5/20 (E) • 0% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record Warning: Scores below 50 (26/100 · E) historically underperformed SPY in 71% of rolling 90-day windows (-10.5% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →RQD QUANT TACHOMETERRED ALERT • E
3-of-3 JEV AI Jury Bearish Warning
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR SNOWFLAKE RADARRw E · Rk D-
Each axis scored 0–20
12M PRICE TARGET CONE-14.2% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for DFDV)Realized 20D OHLCV Swing Band: ±12.5%
Deterministic 5-Pillar Attribution (26/100 Composite)
🔍 WHY DFDV SCORES 26/100 (E) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+8/20 pts (31% of score)
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 3/9
▲ #2 Bullish Driver: Macro Regime Fit+7/20 pts (27% of score)
FRED Regime × Technicals: 7% of 52W Range • RSI-14 at 36.4 (NEUTRAL RANGE)
▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution4/20 pts (-16 pt drag)
Dilution Drag (+2.48% YoY Shares) & executive Form 4 sales trim 16 pts from alignment
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade E$4.32-15.5% Next Q
34
Q2 (-2Q)Grade E$3.65-2.2% Next Q
31
Q3 (-1Q)Grade E$3.57-15.4% Next Q
29
CurrentGrade E$3.02-10.5% Hist 90D α
26
Trajectory: E (34) → E (26)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER
⚔️ Adversarial Opposing Case: What Could Spark a DFDV Turnaround Squeeze
While DFDV currently carries a cautious 26/100 (E) rating due to Insider Conviction & Share Dilution (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
🚀 Contrarian Squeeze Trigger #1
Established market leader in Financials with deep daily trading liquidity.
🚀 Contrarian Squeeze Trigger #2
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($4.83) and Max Pain ($3.17) forces dealer call-delta covering toward $11.40.
🚀 Contrarian Squeeze Trigger #3
Forensic Repair Trigger: Halting share dilution (Dilution Drag (+2.48% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
🎲 LIVE PREDICTION MARKET ODDS TIED TO $DFDV• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “DFDV Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why DFDV Stock dropped -8.48% Today — RQD Quant Desk Flash
DeFi Development Corp. (DFDV) dropped -8.48% to $3.02, trading at 7% of its 52-week range ($2.44 – $10.86). Stretched risk/reward at current multiples (-13% return on capital) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 7% of its 52-week range ($2.44 – $10.86) with RSI-14 at 36.4 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±12.5% around $3.02 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable E (Strong Sell) backed by 52% gross margin and $0 annual free cash flow.
Live DFDV Headlines & Catalysts
MARKET WIREThe Block • 1d ago
DeFi Development sees NAV per share more than doubling, holds 2.56 million SOLThe Block report covering DeFi Development Corp. (DFDV) market action, institutional positioning, and fundamental catalysts.
MARKET WIRE24/7 Wall St. • 1d ago
DeFi Development (DFDV) Stock Price, News & Analysis24/7 Wall St. report covering DeFi Development Corp. (DFDV) market action, institutional positioning, and fundamental catalysts.
MARKET WIREMoomoo • 1d ago
DeFi Development Corp. Announces CHAD Now Available on RobinhoodMoomoo report covering DeFi Development Corp. (DFDV) market action, institutional positioning, and fundamental catalysts.
MARKET WIREBigGo Finance • 1d ago
DeFi Development Boosts Solana Holdings to 2.56 Million SOL; Per-Share NAV Projected to DoubleBigGo Finance report covering DeFi Development Corp. (DFDV) market action, institutional positioning, and fundamental catalysts.
MARKET WIREStock Titan • 1d ago
Retail investors can ask live questions at DeFi Development Corp.'s August-September recap.Stock Titan report covering DeFi Development Corp. (DFDV) market action, institutional positioning, and fundamental catalysts.
MARKET WIREbloomingbit • 1d ago
DeFi Development Boosts Solana Holdings to 2.56 Million, Sees NAV Per Share More Than Doublingbloomingbit report covering DeFi Development Corp. (DFDV) market action, institutional positioning, and fundamental catalysts.
MARKET WIREgrafa.com • 1d ago
DeFi Development Corp adds 22,070 SOL to treasurygrafa.com report covering DeFi Development Corp. (DFDV) market action, institutional positioning, and fundamental catalysts.
MARKET WIREBenzinga • 1d ago
DeFi Development Increase SOL Equivalents By 5,336DeFi Development Corp. (NASDAQ:DFDV) (the "Company" or "DeFi Dev Corp."), the first U.S. public company with a treasury strategy built to accumulate and compound Solana ("SOL"), today announced
MARKET WIREBenzinga • 4d ago
Apollo Commercial Real Estate Finance shares are trading higher after the company announced it entered into a definitive agreement to sell the company's commercial real estate loan portfolio to Athene Holding.ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk
Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring DFDV)
- ✓Walkthrough of DFDV's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
- ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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DFDV // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -28.94%📐 HORIZONTAL RANGE
2026-11-03O $3.85H $3.85L $3.02C $3.02VOL 2.19M
RES: $8.00SUP: $2.44SMA50: $4.83SMA200: $4.07
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
DFDV Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle
8.0%/yr Implied 5Y Growth
vs. +442.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger
No active Ellis Vennor swing setup published on DFDV today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for DFDV. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for DFDV today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (DFDV)
Financials Rank #1052 of 1097
⚔️ LX vs DFDV Full Matrix →
1. Head-to-Head Financials Peer Comparison (DFDV vs. LX, BMHL, JFIN, PFX)
Industry: Finance: Consumer Services (156 Tracked Issuers)Across 1097 tracked Financials securities in the Roarable RQD universe, DeFi Development Corp. (DFDV) ranks #1052 by composite RQD confidence (26/100, grade E) and #951 by equity capitalization ($107.6M). Within this direct 5-issuer industry benchmark cohort, PFX leads on earnings valuation at 20.3x trailing P/E, while JFIN leads on capital efficiency and profitability with 29.1% ROIC and — gross margin. JFIN currently holds the highest overall quantitative score in the immediate peer group at 58/100 (D+) compared with DFDV at 26/100 (E).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| DFDV
ACTIVE
DeFi Development Corp. | E | 26/100 | — | — | -12.7% | -8.48% | $107.6M | Benchmark Subject |
| LX LexinFintech Holdings Ltd. | D- | 42/100 | — | — | — | +9.55% | $100.2M | /lx-vs-dfdv → |
| BMHL Bluemount Holdings Limited (Class B) | D | 45/100 | — | — | — | -5.88% | $86.8M | /bmhl-vs-dfdv → |
| JFIN Jiayin Group Inc. | D+ | 58/100 | — | — | 29.1% | +0.62% | $84.8M | /jfin-vs-dfdv → |
| PFX PhenixFIN Corporation | D- | 43/100 | 20.3x | — | 2.7% | -0.47% | $84.4M | /pfx-vs-dfdv → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001805526 ↗In its most recent audited fiscal period (FY2025, filed 2025-12-31), DeFi Development Corp. (DFDV) reported GAAP revenue of $11.4M (+442.2% vs. FY2024 revenue of $2.1M , and +468.4% cumulative change since FY2023) , GAAP net income of -$73.8M, operating cash flow of -$18.0M, and free cash flow of -$18.0M (-636.1% YoY). On the balance sheet, DFDV closed FY2025 with $307.4M in total assets against $127.4M in total debt (Altman Z-Score: N/A, Piotroski F-Score: 3/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $11.4M | -$73.8M | -$18.0M | -$18.0M | $307.4M | $127.4M |
| FY2024 (FY) | 2024-12-31 | $2.1M | -$2.7M | -$2.4M | -$2.4M | $4.4M | $0 |
| FY2023 (FY) | 2023-12-31 | $2.0M | -$3.4M | -$1.6M | -$1.6M | — | — |
3. DFDV Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs DFDV stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-03, DeFi Development Corp. (NASDAQ: DFDV) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 26/100 at a spot price of $3.02 (-8.48% 1D, market cap $107.6M). Pillar breakdown: Fundamental Cash Engine 5/20, Institutional 13F & Options Flow 3/20, SEC Balance-Sheet Forensics 8/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 3/20. Across 1097 tracked Financials issuers, DFDV ranks #1052 in composite RQD confidence.
How does DFDV compare to LX and BMHL in the Financials sector?
Within the Financials sector (Finance: Consumer Services), DFDV carries a Roarable E (26/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of -12.7%. By comparison, LX (LexinFintech Holdings Ltd.) holds a D- grade (42/100 RQD, P/E N/A, ROIC —, cap $100.2M) and BMHL (Bluemount Holdings Limited (Class B)) posts a D grade (45/100 RQD, P/E N/A, ROIC —, cap $86.8M). Among the 5-stock peer group, PFX leads on earnings multiple (20.3x) while JFIN leads on capital efficiency (29.1% ROIC).
What are the biggest fundamental strengths and SEC risk factors for DFDV?
Per DFDV's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001805526), DeFi Development Corp. generated $11.4M in revenue (+442.2% YoY), -$73.8M in net income, and -$18.0M in free cash flow against $307.4M in total assets and $127.4M in total debt. Key quantitative strengths: Established market leader in Financials with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.
Where is DFDV trading relative to its 50-day, 200-day, and 52-week technical levels?
DFDV last traded at $3.02 (-8.48% on volume of 1,521,331 shares), positioning the stock -37.47% below its 50-day simple moving average ($4.83) and -25.80% below its 200-day simple moving average ($4.07). Across its 52-week range of $2.44 to $10.86, DFDV sits at the 6.9% percentile with a 14-day RSI of 36.4 (NEUTRAL RANGE) and an implied next-earnings move of ±12.5% ($2.64 to $3.40).
ROARABLE RATING BRIEF • RQD 26/100 (E)
✓ SEC XBRL & RQD VERIFIED
DFDV — DeFi Development Corp.: What the Facts Mean to a Prospective Investor
Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31
1. Roarable Rating Brief: What This Means to a Prospective Investor
DeFi Development Corp. (DFDV) earns a live Roarable RQD composite score of 26/100, corresponding to a E letter grade (Roarable Strong Sell) at a spot price of $3.02 (-8.48% 1D, market capitalization $107.6M).
- Fundamental Cash Engine (5/20): Anchored by return on invested capital (ROIC) of -12.7%, gross margin of —, operating margin of -60.0%, and free cash flow yield of -14.31%.
- Whale 13F & Options Flow (3/20) + Insider Conviction (3/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
- Macro Regime Fit (7/20) + Forensic Balance Sheet (8/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 3/9, and Debt/Equity of N/A.
2. Business Model, Unit Margins & SEC Financial Trajectory
DeFi Development Corp. (DFDV) is a NASDAQ-listed company in the Financials sector, operating in the Finance: Consumer Services industry. The company reported revenue of $11.4M for FY 2025.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), DeFi Development Corp. (DFDV) reported $11.4M in annual revenue (up from $2.1M in FY2024, +442.2% YoY) and -$73.8M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($2.0M revenue, -$3.4M net income) through FY2025, DFDV scaled operating cash flow to -$18.0M and free cash flow to -$18.0M, backed by $307.4M in total assets against $127.4M in total debt.
3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff
- 🐂 Primary Bull Case (E • RQD 26/100): Established market leader in Financials with deep daily trading liquidity. Free cash flow yield of -14.31% and institutional whale pillar of 3/20. With Fundamental Cash Engine at 5/20 and Institutional Whale Flow at 3/20, sustained execution supports upside toward the upper end of the $2.44 – $10.86 52-week range.
- 🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against -60.0% operating margins and a 1.00x macro beta.
4. 2nd-Order Butterfly Ripples & Key Questions to Watch
Upstream and downstream dependencies, sector correlations, and second-order bottlenecks are — The only sector context provided is the Financials/Finance: Consumer Services classification and a Beta of 1.0.
- Key Question #1: Can DFDV sustain or expand its -60.0% operating margin and -12.7% ROIC against Finance: Consumer Services peers over the next 4 quarters?
- Key Question #2: Following FY2025 revenue of $11.4M and free cash flow of -$18.0M, how will capital allocation balance growth reinvestment against $127.4M in total debt?
- Key Question #3: How sensitive is DFDV's equity valuation to Financials capital spending cycles and macro interest-rate shifts (Beta 1.00x)?
DFDV Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for DeFi Development Corp. (DFDV) • Click "Debate This Headline" to argue it in the Roar Pit below
🟢 CATALYST Yahoo Finance • 22h ago
DeFi Development Adds 3,983 SOL, Raises Preferred Dividend to 14% Yahoo Finance report covering DeFi Development Corp. (DFDV) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE The Block • 1d ago
DeFi Development sees NAV per share more than doubling, holds 2.56 million SOL The Block report covering DeFi Development Corp. (DFDV) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE 24/7 Wall St. • 1d ago
DeFi Development (DFDV) Stock Price, News & Analysis 24/7 Wall St. report covering DeFi Development Corp. (DFDV) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Moomoo • 1d ago
DeFi Development Corp. Announces CHAD Now Available on Robinhood Moomoo report covering DeFi Development Corp. (DFDV) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE BigGo Finance • 1d ago
DeFi Development Boosts Solana Holdings to 2.56 Million SOL; Per-Share NAV Projected to Double BigGo Finance report covering DeFi Development Corp. (DFDV) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Stock Titan • 1d ago
Retail investors can ask live questions at DeFi Development Corp.'s August-September recap. Stock Titan report covering DeFi Development Corp. (DFDV) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE bloomingbit • 1d ago
DeFi Development Boosts Solana Holdings to 2.56 Million, Sees NAV Per Share More Than Doubling bloomingbit report covering DeFi Development Corp. (DFDV) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE grafa.com • 1d ago
DeFi Development Corp adds 22,070 SOL to treasury grafa.com report covering DeFi Development Corp. (DFDV) market action, institutional positioning, and fundamental catalysts.
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE
3 Active Posts & Replies
DFDV Bull vs. Bear Conversation Board — What's Your Call at $3.02?
🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON DFDV 🐻 33% BEARISH CONVICTION
BR BreakoutHunter RQD DEBATE OPENER • Swing & Catalyst Trader 🐂 BULLISH
🎯 Target: $4.36 (+32.1%)
📌 Pinned Debate News flow highlights a 2.56 million SOL holding and a projected doubling of per-share NAV, plus a preferred dividend raised to 14%.
Long DFDV at $3.30 targeting $4.36. News flow highlights a 2.56 million SOL holding and a projected doubling of per-share NAV, plus a preferred dividend raised to 14%.. Institutional whale score is 3/20 and the risk/reward vs. the $2.44 52-week low is skewed heavily in favor of bulls.
SectorRotator 🐂 BULL
@MultipleCompression Fair point on current EV/EBITDA multiples, but you're ignoring the forward operating leverage in Finance: Consumer Services. If gross margin (0.0%) holds, EPS grows into the multiple faster than bears think.
MU MultipleCompression RQD DEBATE OPENER • Valuation Discipline 🐻 BEARISH
🎯 Target: $2.67 (-19.1%)
Spot @ $3.30 FY 2025 net income of -$73.8M and FCF of -$18.0M against $127.4M of debt, with ROIC of -12.7% and an insider conviction score of 3 out
I respect the product at DeFi Development Corp., but the stock at $3.30 is a different story. FY 2025 net income of -$73.8M and FCF of -$18.0M against $127.4M of debt, with ROIC of -12.7% and an insider conviction score of 3 out of 20.. FCF yield is -14.31% and RQD sits at 26/100 (E) — why pay up here when you can wait for next quarter's numbers?