Curtis Schlaufman

VP Marketing & Comms @DeFiTechGlobal / @Valourfunds $DEFT || Not 40 Under 40

[Curtis Schlaufman @CSchlauf]

@wizardkhalifard @EugenJen54441 @jamesbgilman1 @Drewbarulla What? Who says we have no plans to stay listed?

[Curtis Schlaufman @CSchlauf]

Okay man, at this point, what incentive would I have to lie? I don’t hide behind an avatar, and I get called a liar on a daily basis, yet I’m still here and still putting my name behind what I say. What does that tell you?

We went through the same thing in 2022/23. The stock traded all the way down below $0.10, people called the company a scam, and plenty wrote us off completely. Since then, we became one of the few profitable businesses in crypto after previously carrying roughly $40 million of debt.

Crypto is cyclical, and we operate in a regulatory-intensive environment where the company has had to constantly adapt and pivot. That does not mean everything has been perfect, but it does mean the situation is a lot more nuanced than “scam” or “failure.”

If you don’t believe me, that’s fine, you can move on. But if you’re still here, then let’s try to be constructive instead of adding to the FUD. That kind of narrative can become self-fulfilling, especially when the broader market is already depressed.

[Curtis Schlaufman @CSchlauf]

You act as if we operate in a silo - crypto isn’t the only cyclical sector. Memory stocks like Micron are cyclical too. When DRAM/NAND pricing rolls over, the equity gets hit. When demand comes back, especially with AI now, the same stock can rip.

That doesn’t mean the business is fake or a fraud or their management is a bunch of liars or the investment case collapses. It means you need to understand the sector you’re investing in and the levers that drive booms and busts. For someone who behaves as if you know best it’s hard to believe you don’t know this.

Coinbase is another cyclical business. Pure-play crypto equities are down materially since October 2025. DeFi Tech does not operate in a silo. It’s exposed to the same broader market, liquidity, sentiment, and asset-price cycles as the rest of the sector.

The real question is whether the company can survive the downcycle, protect the balance sheet, keep building, and be positioned for the next upcycle.

[Curtis Schlaufman @CSchlauf]

@Salim767715 @Forson @DeFiTechGlobal @ValourFunds @DigitalStillman @DeFiTechBrasil Not seeing anything - try [email protected] or just dm me

[Curtis Schlaufman @CSchlauf]

@Salim767715 @Drewbarulla No - it’s futile to try and “shut” people up. Bear markets add to the hysteria and mostly why i have taken a step back on social media.

[Curtis Schlaufman @CSchlauf]

@Salim767715 @Forson @DeFiTechGlobal @ValourFunds @DigitalStillman @DeFiTechBrasil [email protected]

[Curtis Schlaufman @CSchlauf]

@Aider_Khalilov @Salim767715 @etiennecol @DeFiTechGlobal @DeFiTechBrasil @Forson @EugenJen54441 @qwer04041015 @Russ_N_Starr Yes we will utilize all other tools and extensions if necessary before a r/s is considered.

[Curtis Schlaufman @CSchlauf]

@Drewbarulla @WaGon90392895 Yea - I wasn’t aware of the raise and wasn’t as privy to as much information back then. Management/Board is aligned to use a r/s as a tool of last resort. We will utilize all other tools available and extensions if necessary before a r/s is considered.

[Curtis Schlaufman @CSchlauf]

@etiennecol @Ash116766 @NATOSHI___ @jhnwtt Correct, the board/company will exhaust all other options and utilize any extensions if necessary before a r/s is considered.

[Curtis Schlaufman @CSchlauf]

@wombat_oz_14 This is correct.

[Curtis Schlaufman @CSchlauf]

@MaverickProfits @EugenJen54441 @shindaejin0722 @Forson @jhnwtt @Russ_N_Starr @paulbozoki The Company will exhaust all other options and compliance period extensions before a reverse split is considered. It will be a tool of last resort.

[Curtis Schlaufman @CSchlauf]

@WaGon90392895 @Drewbarulla You should re-read the wording of the resolution. It provides optionality, not a definitive decision to execute a reverse split.

[Curtis Schlaufman @CSchlauf]

@Drewbarulla What??

[Curtis Schlaufman @CSchlauf]

@EugenJen54441 @shindaejin0722 @Forson @jhnwtt @Russ_N_Starr @paulbozoki All of the above is in the company’s publications or stated in conference calls.

[Curtis Schlaufman @CSchlauf]

You continue to put out misinformation or spit on the work we are doing:

Capital-markets strategy: strengthened the balance sheet, raised capital to preserve flexibility through a bear market, expanded distribution, and continued building around Valour, Stillman, and regulated digital-asset infrastructure.

Institutional communication: the company has held shareholder calls, webinars, conference appearances, investor meetings, and direct outreach around results, capital allocation, Nasdaq compliance, and strategy.

Market engagement: Valour continues expanding product listings and distribution across Europe, the UK, Brazil, and other markets, while DeFi is building awareness through events like Frankfurt, Abu Dhabi, São Paulo, and institutional channels.

Transparency: the company has reported AUM, inflows, staking economics, management fee yield, working capital, treasury holdings, venture portfolio value, and segment-level commentary.

Risk communication: management has addressed the bear market, asset-price sensitivity, DeFi Alpha cyclicality, regulatory delays, Nasdaq compliance, and reverse-split authorization.

Nasdaq-compliance communication: the company has clearly explained the compliance window, the $1.00 bid requirement, the potential cure period, and why shareholder approval for a reverse split is a tool the board may need before the next AGM isn’t- to at worst case scenario avoid delisting.

Structured messaging: the core message has been consistent: DeFi Technologies is not just an ETP issuer. It is building a vertically integrated bridge between traditional capital markets and decentralized finance through regulated products, trading infrastructure, staking, liquidity, and opportunistic DeFi strategies.

Criticism is fair. But pretending none of this exists is not analysis

[Curtis Schlaufman @CSchlauf]

@EugenJen54441 @Salim767715 @DeFiTechGlobal @DeFiTechBrasil @Forson @Russ_N_Starr All of the information is there for you to consume.

[Curtis Schlaufman @CSchlauf]

@WaGon90392895 @Salim767715 @DeFiTechGlobal @DeFiTechBrasil @Forson @Russ_N_Starr Watch the 2025 q3,q4 or q12026 call.

[Curtis Schlaufman @CSchlauf]

@EugenJen54441 @shindaejin0722 @Forson @jhnwtt @Russ_N_Starr @paulbozoki all of that is occurring.

[Curtis Schlaufman @CSchlauf]

@EugenJen54441 @shindaejin0722 @Forson @jhnwtt @Russ_N_Starr @paulbozoki X, LinkedIn, email ([email protected]), quarterly investor calls, press releases - it’s all there. Guidance is discussed on quarterly calls, market engament via our ir firms, conferences and panels (which you fud) etc.