Summary of Eyenovia (Hyperion DeFi) Conference Call - July 29, 2025 Company Overview - The company transitioned from Eyenovia to Hyperion DeFi, focusing on decentralized finance (DeFi) and innovative financial infrastructure [2][3] - Hyperion DeFi is listed as HypeD on the Nasdaq exchange and aims to leverage its technology to create value within the Hyperliquid ecosystem [10] Strategic Transformation - The transformation was driven by the need to secure capital for the development of the Optejet device amidst challenging conditions in the biopharmaceutical market [4][5] - The company aims to combine the benefits of being a public company with decentralized finance opportunities [5] Financial Performance and Metrics - Hyperion DeFi has purchased over 1,500,000 HYPE tokens at an average price of around $36, with a recent purchase of over 100,000 tokens [10] - Daily revenue from Hyperliquid has increased from $2-3 million to $4-5 million, with 97% of this revenue used for HYPE token buybacks [14][15] - The assistance fund has purchased approximately 27,500,000 HYPE tokens, valued at around $1.2 billion [15] Hyperliquid Ecosystem - Hyperliquid is a layer one blockchain optimized for high-frequency transparent finance, built on an existing revenue-generating product [13] - The platform has generated over $400 million in fees since the beginning of the year, with significant growth in trading volume [16] - Hyperion DeFi's treasury position allows it to participate in the economics of Hyperliquid, aligning its success with the network's growth [19] Future Growth and Opportunities - The company is exploring partnerships and strategies to enhance its treasury and generate additional returns [20][30] - Hyperion DeFi plans to pilot the iHype liquid staking token, which will enable passive staking yields and liquidity [20][28] - The integration of Phantom wallet is expected to drive further user adoption and trading volume on Hyperliquid [30] Investment Proposition - HYPE tokens are not broadly listed on US regulated exchanges, making Hyperion DeFi a vehicle for public market investors to gain exposure to the ecosystem [21] - The company emphasizes a long-term vision, focusing on building relationships and generating revenue through various strategies [52][53] Risk Management - Hyperion DeFi is cautious about capital raising, prioritizing organic growth and strategic accumulation of HYPE tokens [54][73] - The management is focused on maintaining a robust strategy to mitigate risks associated with market volatility [52][70] Conclusion - Hyperion DeFi positions itself as a growth technology company in the decentralized finance space, leveraging its treasury and strategic partnerships to enhance shareholder value [37][38] - The company aims to provide a seamless investment opportunity for those interested in the evolving landscape of decentralized finance [38]

BOCA RATON, FL, July 29, 2025 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (the "Company") the first public company with a treasury strategy built to accumulate and compound Solana ("SOL"), today announced it now holds approximately 1,182,685 SOL and SOL equivalents on its balance sheet, inclusive of rewards generated through staking and onchain activities. The increase follows the Company's purchase of 181,303 SOL between July 21 - July 28, at an average purchase price of $155.33, representing ...

Core Insights - DeFi Development Corp. has announced a strategic partnership with Mayan, enhancing its treasury strategy focused on accumulating and compounding Solana (SOL) [1][4] - The integration allows for seamless cross-chain and native swapping of DFDVx, the company's tokenized equity instrument, across multiple blockchain networks [2][4] Company Overview - DeFi Development Corp. (Nasdaq: DFDV) has a treasury policy that primarily allocates its reserves to SOL, providing investors with direct economic exposure to the Solana ecosystem [6] - The company operates its own validator infrastructure, generating staking rewards and fees, and is actively engaged in decentralized finance (DeFi) opportunities [6] Partnership Highlights - The partnership with Mayan aims to make DFDVx the most accessible and liquid tokenized crypto treasury strategy in the market [4] - Users can now swap DFDVx easily across major chains supported by Mayan, including Ethereum, Base, BNB, Arbitrum, Sui, and Optimism [2][9] - The integration is expected to increase liquidity and market access for DFDVx, enhancing flexibility and utility for token holders [9][10] About Mayan - Mayan is a leading decentralized protocol facilitating near-instant cross-chain transfers, with over $1 billion in monthly volume across major blockchain networks [9] - The protocol enables fast, secure, and permissionless swapping of DFDVx within the Solana ecosystem and beyond [9]

Core Insights - Baiya International Group Inc. has announced the launch of UpTop.Meme on Binance Alpha, marking a significant step in its strategic commitment to decentralized finance (DeFi) and Web3 [1][5] - The company signed a merger framework agreement with Starfish Technology-FZE to acquire all equity interests and core assets, indicating a transformation into a next-generation capital market participant [4][5] Group 1: Company Developments - The UpTop platform aims to provide on-chain liquidity infrastructure for both native crypto assets and tokenized traditional financial assets, bridging traditional and future finance [3] - The merger with Starfish includes the integration of core assets, technical IP, and the operational team, enhancing BIYA's capabilities in the DeFi space [4] - BIYA's CEO emphasized the importance of UpTop's launch on Binance as a strategic milestone for transitioning into digital capital markets [5] Group 2: Industry Context - By joining Binance Alpha, UpTop gains visibility among elite crypto-native users and becomes a key project within the Binance ecosystem [2] - UpTop is rolling out an airdrop campaign and a global trading competition to incentivize user participation and enhance platform liquidity [2] - The platform supports token trading of equities, treasuries, and more, creating a permissionless global liquidity foundation [3]

Company Overview - DeFi Development Corp. (Nasdaq: DFDV) is the first US public company with a treasury strategy focused on accumulating and compounding Solana (SOL) [1][4] - The company provides investors with direct economic exposure to SOL while participating in the growth of the Solana ecosystem [4] Financial Results Announcement - The company will publish its second quarter 2025 financial results and business outlook on August 12, 2025, at approximately 4:00 p.m. Eastern Time [1] - A video update featuring key executives will be uploaded on August 13, 2025, at approximately 8:00 a.m. Eastern Time [2] Strategic Engagement - Management will address strategic highlights and answer pre-submitted questions from retail investors and sell-side analysts [2] - Shareholders can submit and upvote questions starting August 1, 2025, until 24 hours before the video interview [2] Operational Strategy - The company operates its own validator infrastructure, generating staking rewards and fees from delegated stake [4] - DeFi Development Corp. is engaged in decentralized finance (DeFi) opportunities and explores innovative ways to support Solana's application layer [4]

Core Insights - DeFi Development Corp. has updated its SOL holdings to 999,999 SOL and equivalents, reflecting a significant increase in its treasury strategy focused on Solana [2][10] - The company recently purchased 140,383 SOL at an average price of $133.53, totaling approximately $19 million, which includes both spot and discounted locked SOL [3][10] - The company has raised approximately $19.2 million through its Equity Line of Credit, with $5 million remaining for future SOL purchases [5] Company Financials - As of July 20, 2025, the total SOL and equivalents held by the company is valued at approximately $181 million, with an organic growth of about 1,867 SOL earned through staking and onchain activities [10] - The total shares outstanding as of July 18, 2025, is 19,445,837, resulting in a SOL per share (SPS) of 0.0514, which represents a 13% week-over-week increase [10] Staking and Revenue Generation - The company has staked substantially all of its unlocked SOL to its own validator infrastructure, generating native yield and additional revenue from third-party delegated stakes [6][8] - Between July 14 and July 20, the company earned approximately 1,867 SOL from staking, validator, and onchain rewards [6][10] Treasury Strategy - DeFi Development Corp. has adopted a treasury policy that primarily allocates its reserves to SOL, providing investors with direct exposure to the asset while participating in the growth of the Solana ecosystem [8] - The company operates its own validator infrastructure, which not only generates staking rewards but also fees from delegated stakes [8]

BOCA RATON, FL, July 21, 2025 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (the "Company") the first public company with a treasury strategy built to accumulate and compound Solana ("SOL"), today announced it now holds 999,999 SOL and SOL equivalents on its balance sheet. This milestone follows the Company's most recent purchase of 141,383 SOL between July 14 - July 20, at an average purchase price of $133.53, representing a total value of approximately $19 million. The purchased SOL includes b ...

Company Overview - DeFi Development Corp. (Nasdaq: DFDV) is hosting a live X Spaces conversation on July 15, 2025, to discuss its inaugural guidance release, Convertible Note offering, and other business updates [1] - The company has adopted a treasury policy that allocates its principal holding to Solana (SOL), providing investors with direct economic exposure to SOL while participating in the growth of the Solana ecosystem [4] - DeFi Development Corp. operates its own validator infrastructure, generating staking rewards and fees from delegated stake, and is engaged in decentralized finance (DeFi) opportunities [4] Financial Guidance and Convertible Note - The upcoming session will provide an overview of DFDV's first-ever financial guidance, including key metrics and strategic priorities [8] - Insights into the structure and rationale of the Convertible Note will be discussed, highlighting its implications for growth and balance sheet flexibility [8] Audience Engagement - The event will include a live Q&A with DFDV executives, allowing for discussions on the company's vision, milestones, and future plans [8]

Company Overview - DeFi Development Corp. (Nasdaq: DFDV) is the first US public company with a treasury strategy focused on accumulating and compounding Solana (SOL) [1][3] - The company provides investors with direct economic exposure to SOL while participating in the growth of the Solana ecosystem [3] Performance Guidance - The company has set a medium-term objective of achieving 1.0 SOL per Share (SPS) by December 2028 and near-term guidance of 0.1650 SPS by June 2026, indicating a growth of approximately 261% from the current level of 0.0457 SPS [2] - As part of its accumulation strategy, the company purchased an additional 10,758 SOL at an average price of $161.30 [2] Business Model - DeFi Development Corp. operates its own validator infrastructure, generating staking rewards and fees from delegated stake [3] - The company is engaged in decentralized finance (DeFi) opportunities and is exploring innovative ways to support and benefit from Solana's expanding application layer [3]

Company Overview - DeFi Development Corp. (Nasdaq: DFDV) is the first US public company with a treasury strategy focused on accumulating and compounding Solana (SOL) [1][3] - The company provides investors with direct economic exposure to SOL while participating in the growth of the Solana ecosystem [3] Performance Metrics - The company has set a medium-term objective of achieving 1.0 SOL per Share (SPS) by December 2028 and near-term guidance of 0.1650 SPS by June 2026, indicating a growth of approximately 261% from the current level of 0.0457 SPS [2] - As part of its accumulation strategy, the company purchased an additional 10,758 SOL at an average price of $161.30 [2] Business Model - DeFi Development Corp. operates its own validator infrastructure, generating staking rewards and fees from delegated stake [3] - The company is engaged in decentralized finance (DeFi) opportunities and is exploring innovative ways to support and benefit from Solana's expanding application layer [3]