DeFi Development Corp. stock forum
$DFDVx (which is
DFDV on blockchain) is already trading above $60... Let's see what happens on Monday open.
Also, July 2nd shareholder letter - business update:
We are introducing a new metric, called Days to Flip mNAV or “DTF” – which tells us how
many days of sustained SPS growth it would take to “close the gap” on our current premium to
NAV. It is defined as:
log(mNAV) / log(1+ daily SPS growth rate)
When DTF is shrinking, it means we’re compounding SPS at a faster rate. As of June 30, 2025,
our DTF based on our current SPS growth rate was 55 Days. This is how long it would take, at
current SPS growth rates, for NAV per share to catch up to our equity value.
So it seems like mNAV will drop from 3.3 to 1 in 55 days (I think it's assuming that DFDV price doesn't change).
This is incredibly bullish!
Also, July 2nd shareholder letter - business update:
We are introducing a new metric, called Days to Flip mNAV or “DTF” – which tells us how
many days of sustained SPS growth it would take to “close the gap” on our current premium to
NAV. It is defined as:
log(mNAV) / log(1+ daily SPS growth rate)
When DTF is shrinking, it means we’re compounding SPS at a faster rate. As of June 30, 2025,
our DTF based on our current SPS growth rate was 55 Days. This is how long it would take, at
current SPS growth rates, for NAV per share to catch up to our equity value.
So it seems like mNAV will drop from 3.3 to 1 in 55 days (I think it's assuming that DFDV price doesn't change).
This is incredibly bullish!