DeFi Technologies Investors Face Key Legal Deadline

A critical legal deadline is approaching for shareholders of DeFi Technologies, casting a shadow over the company's stock. Multiple law firms are alerting investors who purchased the company's securities between May 12, 2025, and November 14, 2025, about the impending cut-off to register as a lead plaintiff in a U.S. class action lawsuit. This deadline, set for January 30, 2026, is currently a dominant factor influencing market perception of the equity.

The collective lawsuit alleges securities fraud. The core accusation is that DeFi Technologies made misleading statements to investors and failed to disclose material information.

Two specific issues are central to the case:

• Implementation delays affecting its decentralized finance (DeFi) arbitrage strategy.
• An underestimation of competitive pressures from other digital asset providers.

According to the plaintiffs, these factors significantly reduced the likelihood of the company achieving its previously issued revenue forecast for the 2025 fiscal year.

The legal dispute was triggered by the third-quarter financial report, released on November 14, 2025. The report revealed a nearly 20% revenue shortfall against expectations and, concurrently, a substantial downgrade to the full-year 2025 revenue outlook.

The market reaction was severe. Over the two trading sessions following the publication, the share price fell by $0.40 per share—a decline of 27.59%—closing at $1.05 on November 17, 2025.

Should investors sell immediately? Or is it worth buying DeFi Technologies?

The scale of the forecast reduction is a key element of the legal claims:

• Previous 2025 Revenue Forecast: $218.6 million
• Revised 2025 Revenue Forecast: Approximately $116.6 million
• Percentage Reduction: Nearly 47%

This drastic adjustment of expectations forms a central pillar of the allegations in the lawsuit.

Subsidiary Gains Foothold in UK Retail Market

Amid the pressure from the lawsuit and weak financial performance, the company has recently announced an operational development. Valour, a DeFi Technologies subsidiary, has secured a key authorization from the UK's Financial Conduct Authority (FCA).

Effective January 26, 2026, Valour is permitted to offer select interest-bearing crypto exchange-traded products (ETPs) to retail investors in the United Kingdom via the London Stock Exchange.

The initial authorization includes two products:

• 1Valour Bitcoin Physical Staking ETP
• 1Valour Ethereum Physical Staking ETP

This move expands Valour's reach beyond its previous focus on professional investors to include the UK retail market. For DeFi Technologies, it represents a concrete step toward broadening its product offering within a regulated environment. However, the stock's near-term trajectory is likely to remain heavily influenced by the ongoing legal proceedings and the substantially lowered revenue forecast.