Valour AUM Jumps 61% to $640M in Q3 — Strongest Growth Since Cycle Low
DEFT sits 23% above its 52-week low of $0.39.
Summary
DeFi Technologies reported Valour AUM of $640.2 million as of September 25, up 61.2% from Q2 end, driven by continued net inflows and rising crypto prices. The company also reaffirmed its Nasdaq compliance extension through March 1, 2027.
Key Events · Earnings and Guidance · DEFT
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Valour AUM Surges 61.2% to $640.2M
Assets under management rose $243 million from $397.2 million at June 30, 2026 to $640.2 million as of September 25, 2026, driven by rising crypto prices and continued net inflows.
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Top 10 Assets Concentrate 89.8% of AUM
Bitcoin leads at $239.28M, followed by Solana at $157.51M and Ethereum at $65.59M. The top ten digital assets account for approximately 89.8% of total reported AUM.
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Balance Sheet Remains Debt-Free
As of June 30, 2026, the company held approximately $135 million across cash, stablecoins, treasury investments, and venture portfolio with no debt, providing financial flexibility.
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Nasdaq Compliance Deadline Extended to March 1, 2027
The company reaffirmed the 180-day extension granted September 3, 2026. Regaining compliance requires a closing bid price of at least $1.00 for ten consecutive business days.
Analysis · DEFT · Crypto Assets
Valour's assets under management surged $243 million to $640.2 million in under three months, a 61.2% increase from the June 30 level of $397.2 million. This is the first hard data point showing the crypto market recovery translating into real business momentum for DeFi Technologies after a difficult Q2 that saw widening losses and shrinking AUM. The company continues to see month-over-month net inflows, which expands the fee-generating asset base. Against the backdrop of a Nasdaq minimum bid price deficiency and a stock trading at $0.48, this AUM growth is a meaningful positive signal that the underlying business is recovering even as the listing compliance issue remains unresolved.
How filings like this one have moved
In the 30 days to Oct 1, 2026, 30.2% of the 1625 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.52%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, DEFT was trading at $0.48 on NASDAQ in the Crypto Assets sector, with a market capitalization of approximately $186.6M. The 52-week trading range was $0.39 to $2.31. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.