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[@tkn_tracker](/creator/twitter/tkn_tracker)
"Why is $DFDV down despite strong guidance (0.165 SPS by June 2026 vs XXXXX today) 3.9M shares (20% of float) likely hit the market after prior raise unlocks: - 2.4M convertible shares @ $XXXX - 1.5M prefunded warrants @ $XXXX Strong outlook but near-term pressure = supply overhang"  
![@tkn_tracker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1911847547024584704.png) [@tkn_tracker](/creator/x/tkn_tracker) on [X](/post/tweet/1944992862007173404) 2025-07-15 05:30:09 UTC XXX followers, 1657 engagements


"$DFDV is setting the gold standard for transparency publishing NAV and SPS across scenarios: - Current - Adjusted for debt - Debt converting to equity - Fully diluted (warrants + convertible debt) Retail can stress test NAV/SPS and management is accountable to raise 1x NAV. A disclosure model other $SOL treasuries should follow"  
![@tkn_tracker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1911847547024584704.png) [@tkn_tracker](/creator/x/tkn_tracker) on [X](/post/tweet/1945649655942971597) 2025-07-17 01:00:01 UTC XXX followers, 4773 engagements