DFDV 1Q2026 Business Update Interview

DeFi Development Corp. delivers its Q1 2026 Business Update, covering key performance highlights, strategic initiatives, and our long-term outlook as we continue executing on our mission to maximize SOL Per Share (SPS). In this session, CEO Joseph Onorati, CFO John Han, COO & CIO Parker White, and CSO & Head of IR Dan Kang answer questions from retail investors and the sell-side, covering everything from capital strategy and runway to treasury experimentation, global expansion, and why we remain structurally bullish on Solana. 🔸 Key Topics Covered: • Why DFDV’s core mission remains unchanged: maximize SOL Per Share (SPS) • Runway, debt service, and how DFDV is positioned across bull and bear market scenarios • Treasury experimentation, asymmetric bets, and how projects like Apyx fit into the DFDV playbook • The Treasury Accelerator strategy, including expansion into Japan and the UK • Capital stack evolution, leverage targets, and long-term thoughts on preferred equity vs. converts • Why management believes Solana remains the best-positioned blockchain for stablecoins, RWAs, and agentic finance • The significance of Alpenglow, x402, tokenized equities, and institutional adoption • DFDV’s long-term thesis on tokenization, global capital markets, and building leveraged exposure to SOL 🔸 Learn More • Website: defidevcorp.com • Updates & Insights: defidevcorp.beehiiv.com • All Links: linktr.ee/defidevcorp