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DeFi Development
DeFi Development (DSDV) investor relations material
DeFi Development 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Key conference insights
Emphasized the importance of MNAV (multiple to net asset value) in digital asset treasury (DAT) companies and how market premiums reflect expectations for future crypto accumulation.
Highlighted outperformance of Solana-based treasury strategies, with over 1,000% equity performance and 71% SOL per share growth in six months.
Compared Solana's network metrics to leading tech and blockchain platforms, noting its high speed, low fees, and $438 ARPDAU, far surpassing major tech firms.
Presented a valuation framework for SOL, projecting a $10,000 price target if Solana captures a high single-digit share of global value transfer revenue.
Stressed the company's three strategic pillars: speed (first-mover advantages), better yield (10%+ organic yield), and shareholder obsession (radical transparency, high insider ownership).
Strategic and operational updates
Actively manages treasury across DeFi protocols, achieving yields above ETF benchmarks and adapting quickly to market changes.
Maintains low average cost for SOL holdings due to early and rapid deployment, resulting in top performance among DAT stocks.
Team comprises experienced crypto professionals with deep industry backgrounds, enhancing operational agility and risk management.
Management owns about 20% of the company, aligning incentives with shareholders and ensuring control over strategic decisions.
Plans to expand internationally and experiment with new DeFi partnerships and treasury accelerator initiatives in the coming year.
Industry outlook and Q&A highlights
Anticipates industry consolidation, with fewer DATs per region and differentiated strategies (active management, DeFi focus, opportunistic deployment).
Discussed the balance between permissionless and permissioned blockchain models for regulated assets, expecting both to coexist.
Yield generation relies on active DeFi strategies, not just staking, with risk managed by diversifying across protocols and limiting on-chain exposure to 15% of treasury.
Organic yield target of 10% is maintained as a benchmark, with fluctuations based on scale and opportunity set in Solana DeFi.
Emphasized that future growth will focus on breaking the traditional DAT mold through innovation and bold experimentation.
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Next DeFi Development earnings date
Q4 202526 Feb, 2026
DeFi Development
Next DeFi Development earnings date
Q4 202526 Feb, 2026
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