DeFi Technologies Q2 2025 Net Income Jumps 356 to 17 4 Million Driven by Arbitrage Gains and ETP Growth

DeFi Technologies Inc. reported robust second-quarter financial results for 2025, with Adjusted Revenue reaching $32.1 million, Adjusted EBITDA at $21.6 million, and Adjusted Net Income totaling $17.4 million [1]. This marked a significant turnaround from the previous year’s second quarter, when the company recorded a net loss of $6.1 million [2]. The strong performance was attributed to a combination of staking income, management fees, and a DeFi Alpha arbitrage trade executed in May 2025, which generated a return of $17.3 million [3].

Valour, the company’s asset management division, reported Assets Under Management (AUM) of $772.8 million as of June 30, 2025, which grew to $947 million by July 31, representing a 23% increase in a single month [4]. The division also recorded net inflows of $25 million for the quarter and $77.4 million in total inflows for the first half of 2025 [5], reflecting strong investor demand for its exchange-traded products (ETPs).

As of June 30, 2025, DeFi Technologies held $52.4 million in combined cash and digital assets, with $26.4 million in cash and $26 million in digital assets [6]. These reserves are being strategically utilized to hedge against market risk for Valour’s ETPs and to support potential capital deployment opportunities [7].

The company also executed a share repurchase program during the quarter, repurchasing 675,900 shares for a total of $1.88 million at an average price of $2.78 per share [8]. This move underscores the company’s confidence in its long-term value and reinforces its commitment to returning capital to shareholders.

In terms of strategic expansion, DeFi Technologies announced several key developments, including the appointment of Andrew Forson as President and Chief Growth Officer of Valour, the Nasdaq listing of its common shares under the ticker “DEFT,” and the initiation of cross-listing agreements with the Nairobi Securities Exchange to access African capital markets [9]. The company also expanded its presence in Türkiye through a partnership with Misyon Bank and Misyon Kripto to offer regulated ETPs to local investors [10].

Institutional interest in DeFi Technologies also saw a notable increase during the quarter, with 78 new institutional shareholders added, bringing the total to 84. These investors collectively hold over 31 million shares [11], highlighting growing confidence in the company’s digital asset-focused business model.

Looking forward, DeFi Technologies raised its 2025 annualized operating revenue guidance to approximately $218.6 million, driven by the continued expansion of Valour’s ETP product line, favorable market conditions, and strong performance from its asset management and trading segments [12]. CEO Olivier Roussy Newton emphasized the company’s momentum, noting that each business line is reinforcing the others and compounding growth [13].

With a strong balance sheet, expanding institutional ownership, and a clear growth strategy, DeFi Technologies appears well-positioned to capitalize on the evolving digital asset landscape in 2025 [14].

Sources:

[1] Title: DeFi Technologies Inc. Announces Q2 2025 Financial Results (URL: https://defi.tech/q2-2025-results)

[2] Title: DeFi Technologies Announces DeFi Alpha Arbitrage Trade (URL: https://defi.tech/defi-alpha-trade)

[3] Title: Valour AUM Growth in Q2 2025 (URL: https://valour.com/q2-2025-aum)

[4] Title: Valour ETP Inflows for 2025 H1 (URL: https://valour.com/etp-inflows-2025)

[5] Title: DeFi Technologies’ Cash and Digital Asset Holdings (URL: https://defi.tech/cash-digital-asset-treasury)

[6] Title: Strategic Use of Treasury Reserves for ETP Risk Hedging (URL: https://defi.tech/treasury-risk-hedging)

[7] Title: Share Repurchase Activity in Q2 2025 (URL: https://defi.tech/share-repurchase-q2-2025)

[8] Title: Q2 2025 Business Expansion and Leadership Additions (URL: https://defi.tech/q2-business-expansion)

[9] Title: Expansion into Türkiye and African Markets (URL: https://defi.tech/turkey-africa-expansion)

[10] Title: Institutional Investor Growth in Q2 2025 (URL: https://defi.tech/institutional-growth-q2-2025)

[11] Title: 2025 Revenue Guidance Update (URL: https://defi.tech/2025-revenue-guidance)

[12] Title: CEO Commentary on Q2 2025 Performance (URL: https://defi.tech/ceo-commentary-q2-2025)

[13] Title: AMINA Bank Performance in 2024 (URL: https://amina-bank.com/2024-performance)

[14] Title: Outlook for 2025 Growth (URL: https://defi.tech/2025-outlook)