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[@stock_broski](/creator/twitter/stock_broski)
"@TradesQuantum $DEFT is a better play value wise"  
[X Link](https://x.com/stock_broski/status/1976599089161650655) [@stock_broski](/creator/x/stock_broski) 2025-10-10T10:42Z XX followers, XXX engagements


"Heres how I arrived at those numbers 👇 AUM drives fee revenue. Valours AUM grew from $924M (Jun 30) $987M (Sep 30) a +31% QoQ jump. That growth implies 1015% higher mgmt-fee income in Q3 vs Q2"  
[X Link](https://x.com/stock_broski/status/1980216064324899092) [@stock_broski](/creator/x/stock_broski) 2025-10-20T10:14Z XX followers, XX engagements


"@10VT328215 @_joshgeno @CryptoCurb Im sorry bro if its any consolation I think weve bottomed and the future will be bright"  
[X Link](https://x.com/stock_broski/status/1980340989077401840) [@stock_broski](/creator/x/stock_broski) 2025-10-20T18:30Z XX followers, XX engagements


"@WhaleInsider @grok is this true and what time is the announcement"  
[X Link](https://x.com/stock_broski/status/1980388969536974918) [@stock_broski](/creator/x/stock_broski) 2025-10-20T21:41Z XX followers, XX engagements


"@ericjackson @ericjackson tell me youre partnering with $DEFT"  
[X Link](https://x.com/stock_broski/status/1978594437077803455) [@stock_broski](/creator/x/stock_broski) 2025-10-15T22:50Z XX followers, XXX engagements


"@StasTalksStocks Now its down X% before market opens. Still think $DEFT is a buy though"  
[X Link](https://x.com/stock_broski/status/1979113600317854161) [@stock_broski](/creator/x/stock_broski) 2025-10-17T09:13Z XX followers, XXX engagements


"@julio_enabled @ericjackson $DEFT to $XX easily"  
[X Link](https://x.com/stock_broski/status/1979657439743258632) [@stock_broski](/creator/x/stock_broski) 2025-10-18T21:14Z XX followers, XXX engagements


"At this pace DeFi Tech is on track for: FY 2025 Revenue $420430M (+190% YoY) Adj. EBITDA $115120M Adj. Net Income $95100M Q3 could force another guidance raise"  
[X Link](https://x.com/stock_broski/status/1980216072281403651) [@stock_broski](/creator/x/stock_broski) 2025-10-20T10:14Z XX followers, XX engagements


"Sources: $DEFT DeFi Technologies Q1 & Q2 2025 corporate updates Valour AUM (Nasdaq Press Release Oct 2025) FY 2024 Annual Report (SEDAR+) All figures are estimates based on public data. #DEFT #Valour #CryptoETP #Stocks"  
[X Link](https://x.com/stock_broski/status/1980216074634490243) [@stock_broski](/creator/x/stock_broski) 2025-10-20T10:14Z XX followers, XXX engagements


"@10VT328215 @_joshgeno @CryptoCurb No just patience. Stocktwits forum is growing. The herd is forming"  
[X Link](https://x.com/stock_broski/status/1980334019612229983) [@stock_broski](/creator/x/stock_broski) 2025-10-20T18:03Z XX followers, XX engagements


"Shouldnt this be trending @ericjackson $DEFT"  
[X Link](https://x.com/stock_broski/status/1975889316397134160) [@stock_broski](/creator/x/stock_broski) 2025-10-08T11:41Z XX followers, XXX engagements


"@StasTalksStocks $DEFT for sure"  
[X Link](https://x.com/stock_broski/status/1977870915615514876) [@stock_broski](/creator/x/stock_broski) 2025-10-13T22:55Z XX followers, XXX engagements


"@RoyWessex $DEFT to $15"  
[X Link](https://x.com/stock_broski/status/1979167689525301448) [@stock_broski](/creator/x/stock_broski) 2025-10-17T12:48Z XX followers, XXX engagements


"@_joshgeno @CryptoCurb $DEFT to $XX easily"  
[X Link](https://x.com/stock_broski/status/1979656723574202720) [@stock_broski](/creator/x/stock_broski) 2025-10-18T21:11Z XX followers, XXX engagements


"@positivemininv @ericjackson @olivierfrancois @Forson $DEFT will reach $XX easily imo"  
[X Link](https://x.com/stock_broski/status/1979657639547302094) [@stock_broski](/creator/x/stock_broski) 2025-10-18T21:15Z XX followers, XXX engagements


"Q2 2025: Revenue $97.2M Adj. EBITDA $21.6M (22% margin) Adj. Net Income $17.4M Assuming 1015% revenue growth and operating leverage  Q3 Revenue $110M EBITDA $31M Net Income $26M"  
[X Link](https://x.com/stock_broski/status/1980216066971505139) [@stock_broski](/creator/x/stock_broski) 2025-10-20T10:14Z XX followers, XX engagements


"Macro tailwind: crypto assets rose sharply in Q3 (BTC +15% ETH +20%). Since Valours ETPs track those assets NAV and fees rose in tandem adding to the earnings boost"  
[X Link](https://x.com/stock_broski/status/1980216069588668742) [@stock_broski](/creator/x/stock_broski) 2025-10-20T10:14Z XX followers, XX engagements


"@DeFiTechGlobal $DEFT will beat earnings so fn hard. $XX PT"  
[X Link](https://x.com/stock_broski/status/1977833891550404703) [@stock_broski](/creator/x/stock_broski) 2025-10-13T20:28Z XX followers, 1098 engagements


"DeFi Technologies $DEFT looks poised to beat Q3 earnings on Nov XX. Q3 est: Revenue $110M (Q2: $97M) Adj. EBITDA $31M (Q2: $21.6M) Net Income $26M AUM up XX% QoQ to $987M H1 2025 revenue ($201M) already surpassed full-year guidance. Sources: see threads 🧵"  
[X Link](https://x.com/stock_broski/status/1980216061552407025) [@stock_broski](/creator/x/stock_broski) 2025-10-20T10:14Z XX followers, XXX engagements


"$DEFT fair-value update 📊 Downside $XXXX Base $XXXX Upside $XXXX Driven by Q3 revenue scenarios ($16M / $23M / $35M) and 10-20 rev. multiples. At $XXXX now markets pricing near bear casebig upside if trading & staking gains beat.Prove me wrong @Forson"  
[X Link](https://x.com/stock_broski/status/1980999173999915345) [@stock_broski](/creator/x/stock_broski) 2025-10-22T14:06Z XX followers, XXX engagements


"@Forson @ValourFunds @DeFiTechGlobal Can't wait for earnings on $DEFT - gonna rock"  
[X Link](https://x.com/stock_broski/status/1980999717409665529) [@stock_broski](/creator/x/stock_broski) 2025-10-22T14:08Z XX followers, XXX engagements


"At $XXXX $DEFT is already trading close to downside fair value. That means the market has priced in a very conservative view: weak trading gains stagnant AUM growth and muted guidance. See 🧵 below"  
[X Link](https://x.com/stock_broski/status/1981030129917665636) [@stock_broski](/creator/x/stock_broski) 2025-10-22T16:09Z XX followers, XXX engagements


"$DEFT now at $XXXX near downside fair value. Unless Q3 is a total miss (no trading gains weak AUM bad guidance) deeper downside looks limited. Executions key: even a good not great Q3 could rerate this toward $XX. #DEFT #stocks #crypto #Valour"  
[X Link](https://x.com/stock_broski/status/1981030131226362138) [@stock_broski](/creator/x/stock_broski) 2025-10-22T16:09Z XX followers, XXX engagements


"A really good due diligence thread on $EONR - happy to be holding my shares at .39c"  
[X Link](https://x.com/stock_broski/status/1981047659088499172) [@stock_broski](/creator/x/stock_broski) 2025-10-22T17:19Z XX followers, XXX engagements