Two cryptocurrency stocks have had some of the highest returns over the past year, CYFRF & DEFTF. DEFTF just got listed on the Nasdaq Capital Market so now trades under symbol DEFT. We have mentioned DEFTF when it was actionable on the buy side in a prior report. DEFT is now valued at just over $1.3 billion. This means the business is trading at less than 10x their 2024 adjusted revenues. Given the growth they have experienced, there is a strong argument the company is still undervalued.
CYFRF had recent pocket pivots. It could still be actionable depending on your risk tolerance.
CYFRF (Sol Strategies) is a leading Solana infrastructure and staking company, rapidly expanding through institutional partnerships, validator acquisitions, and innovative initiatives like share tokenization. It is deeply embedded in the Solana ecosystem and offers high-yield, secure staking services. It too could get listed on the Nasdaq Capital Market as it has submitted its application.
DEFTF/DEFT (DeFi Technologies) is a pioneering publicly traded DeFi company, now listed on Nasdaq, providing a bridge between traditional capital markets and decentralized finance. It offers investors direct exposure to DeFi assets and infrastructure, with a strong digital asset treasury and a focus on regulated growth.
Both companies are significant players in digital asset infrastructure, but CYFRF is more focused on Solana and validator operations, while DEFTF/DEFT is positioned as a broad DeFi gateway for equity investors, now with the added credibility and access of a Nasdaq listing. This information is provided by MoKa Investors, LLC DBA Virtue of Selfish Investing (VoSI) is issued solely for informational purposes and does not constitute an offer to sell or a solicitation of an offer to buy securities. Information contained herein is based on sources which we believe to be reliable but is not guaranteed by us as being accurate and does not purport to be a complete statement or summary of available data. VoSI reports are intended to alert VoSI members to technical developments in certain securities that may or may not be actionable, only, and are not intended as recommendations. Past performance is not a guarantee, nor is it necessarily indicative, of future results. Opinions expressed herein are statements of our judgment as of the publication date and are subject to change without notice. Entities including but not limited to VoSI, its members, officers, directors, employees, customers, agents, and affiliates may have a position, long or short, in the securities referred to herein, and/or other related securities, and may increase or decrease such position or take a contra position. Additional information is available upon written request. This publication is for clients of Virtue of Selfish Investing. Reproduction without written permission is strictly prohibited and will be prosecuted to the full extent of the law. ©2025 MoKa Investors, LLC DBA Virtue of Selfish Investing. All rights reserved.
