YFI Dips After WhiteFiber Misses Earnings, Hints at DeFi Spillover

On February 7, 2026, Yearn.Finance (YFI) recorded a 1.08% decline over the past 24 hours, bringing its price to $2957. Over the past week, the token has seen a modest 0.14% increase, and it has gained 2.41% in the last month. However, the token has declined by 10.29% in the last year, reflecting a mixed performance against broader market trends.

The recent price movement appears influenced by developments at WhiteFiber Inc (WYFI), a publicly traded company whose stock and operations are indirectly tied to the YFI ecosystem through shared infrastructure and community interest in decentralized finance (DeFi).

WhiteFiber Inc reported a third-quarter 2025 earnings miss on February 6, 2026, delivering a loss of $0.47 per share, below expectations. The company generated $20.2 million in revenue—up 64% year-over-year—primarily driven by its cloud services segment, which contributed $18 million and grew 48% YoY. Despite this revenue growth, the share price dropped by 12.62% in after-hours trading, reflecting investor disappointment with the earnings performance.

WhiteFiber maintains a robust cash balance of $166.5 million as of the end of 2025, a significant increase from $11.7 million at the end of 2024. Management stated it is pursuing a 75% loan-to-value financing model to fund new projects, with the NC1 initiative remaining a strategic focus. Deployment is expected in Q1 2026, with projected revenue beginning as early as May 2026. The CEO of WhiteFiber, Sam Tabar, emphasized that power availability remains a critical bottleneck in the AI infrastructure space, highlighting a persistent challenge for scalable growth.

Looking at WhiteFiber's earnings history, the company has seen mixed results. For example, in Q3 2025 (ended September 2025), it posted a $0.47 per share loss, and in Q2 2025, it reported a $0.2441 loss. No earnings per share (EPS) or revenue forecasts were available for Q3 2025, which may have contributed to uncertainty among investors. The company has maintained a gross margin of 63%, despite operating losses in several quarters, indicating ongoing cost management efforts amid revenue expansion.

WhiteFiber's Q3 2025 results have likely influenced investor sentiment toward related DeFi assets, including YFI. Given the interconnected nature of the DeFi ecosystem, earnings performance at companies with overlapping themes—such as cloud infrastructure and AI development—can ripple across token markets. The earnings miss at WhiteFiber may have contributed to a broader sell-off in related assets, including YFI, as traders reassessed risk exposure in the space.

While WhiteFiber continues to allocate capital to strategic initiatives, the company’s focus on AI infrastructure and high-margin cloud services may present long-term opportunities. Management’s projection of positive EPS for FY2026 suggests a potential turnaround, but investors will need to see consistent results over the coming quarters before confidence is fully restored.

The broader market environment for YFI remains complex, with short-term volatility likely to persist as more firms within the DeFi and AI infrastructure space report results. For now, the 1.08% decline underscores the sensitivity of YFI to earnings developments in related equities.