DeFi Technologies Inc · NEO:DEFI
DeFi Technologies — Investor Presentation (April 2021)
28 slides from DeFi Technologies's investor presentation, April 2021
Slide 1: Overview Deck
Overview Deck April 2021 Confidential Defi Technologies
Slide 2: Simply put: DeFi Technologies gives public market investors access to DeFi
Simply put: DeFi Technologies gives public market investors access to the next wave of financial innovation: decentralized finance
Slide 3: Decentralized finance is…
Decentralized finance is… ...applications built on the blockchain which can transact between actors without the need for intermediaries or central authorities. 3
Slide 4: The problems with centralized finance
The problems with centralized finance Lack of transparency High transaction costs Legacy infrastructure Exchanges, banks, brokers, Extreme high costs at Current financial system FX providers and other banks and other service has dated systems. Lowest intermediaries have providers for simple layer of
Slide 5: Decentralized Finance aims to address these problems
Decentralized Finance aims to address these problems Through the use of Every interaction between Services are run by blockchain technology, all two parties is based on a permissionless self- transactions are publicly smart contract. A smart executing, automated visible, tamper proof and contract is
Slide 6: Applications can be found across a wide range of sectors
Chainlink Aave Uniswap Applications Market cap: $11.3B Market cap: $6.5B Market cap: $6.34B YoY Gain: 607% ↑ YoY Gain: 15,356% ↑ YoY Gain: 508% ↑ can be found across a Maker Synthetix Terra wide range Market cap: $2.56B YoY Gain: 343% ↑ Market cap: $2.96B YoY Gain: 3978% ↑ Market cap: $2.78B YoY Gai
Slide 7: The popularity of DeFi applications has grown enormously
The popularity of DeFi applications has grown enormously between May 2020 and April 2021 60 Billions 50 40 30 20 10 0 Sep 17 Dec 17 Mar 18 Jun 18 Sep 18 Dec 18 Mar 19 Jun 19 Sep 19 Dec 19 Mar 20 Jun 20 Sep 20 Dec 20 Mar 21 7 Confidential DeFi Technologies, Inc. Accurate as of 12.04.2021
Slide 8: Leading institutions are getting behind decentralized finance
Leading institutions are getting behind decentralized finance Oppenheimer Fund TD Ameritrade Santande Rothschild Fidelity Digital Assets SOROS Fund Management J.P. Morgan Chase Venrock VISA Boston Consulting Group 8 Confidential DeFi Technologies, Inc.
Slide 9: Leading institutions are getting behind decentralized finance
Leading institutions are getting behind decentralized finance Three Arrows Capital 9 Confidential DeFi Technologies, Inc.
Slide 10: The market size is huge and spans multiple sectors
The market size is huge and spans multiple sectors 10 Confidential DeFi Technologies, Inc.
Slide 11: DeFi Technologies capitalizes on this market opportunity
DeFi Technologies capitalizes on this market opportunity 11 Confidential DeFi Technologies, Inc.
Slide 12: We do this through four different business lines
Exchange Traded Notes that synthetically track the value of a single DeFi protocol or a basket of protocols • Acquisition of Valour gives us the trading infrastructure to launch single purpose ETNs and basket ETNs. • We launched the first ETN Bitcoin Zero in December 2020 DeFi ETN’s We do this and A
Slide 13: Acquisition of remaining 80% of Valour
Products On the 1 of April, 2021 DeFi Technologies st acquired the remaining 80% of Valour Structured Products DeFi ETNs DeFi Governance Valuation at the time of Issued 36.9M common shares acquisition of DEFI $90M for remaining 80% of Valour DeFi Venture Deemed Dollar Value of CAD $2.05 per share De
Slide 14: Our ETNs have two revenue streams: management fees and staking
Products Our ETNs have two revenue streams: management fees and staking DeFi ETNs Management Fees Staking DeFi Governance On certain products we charge a management DeFi protocols allow you to “stake” your assets fee on total Assets Under Management (AUM). in the network and earn staking rewards. Ma
Slide 15: More on staking
Products More on staking Overview of several protocols that offer staking rewards Protocol Market capitalization (US$) Staking reward (APY) DeFi ETNs Polkadot $36,651,111,252 13.03% Cardano $36,110,679,675 6.98% Synthetix $3,191,044,345 34.05% Ethereum 2.0 $209,844,087,150 7.99% Aave $5,134,306,960
Slide 16: BTC Zero ETH Zero
Products BTC Zero ETH Zero DeFi ETNs DeFi Governance DeFi Venture DeFi Treasury 17
Slide 17: Products: ETN AUM charts
Products DeFi ETNs DeFi Venture DeFi Treasury DeFi Governance $USD $USD 500'000.00 1'000'000.00 1'500'000.00 2'000'000.00 2'500'000.00 3'000'000.00 3'500'000.00 0.00 10'000'000.00 20'000'000.00 30'000'000.00 40'000'000.00 50'000'000.00 60'000'000.00 70'000'000.00 0.00 08.12.20 10.12.20 12.12.20 31.0
Slide 18: Governance: running server nodes for DeFi protocols
Products With our governance business line, we run server nodes for DeFi protocols A decentralized network is not run by a central authority. It DeFi ETNs therefore needs to have a network of “nodes/validators” that together determine how the network is run. These nodes are maintained by independent
Slide 19: Venture business supports upcoming technologies
Products With our venture business, we support upcoming technologies that complement our other businesses DeFi ETNs Investing in leading Investing in leading protocols of today protocols of tomorrow DeFi Governance Here we invest in the protocols We are invested in leading that have the highest mark
Slide 20: Treasury
Products Treasury With interest rates at historical lows, treasury departments need a new way to get yield on their cash accounts. DeFi ETNs Without USDC taking any APY 3.62% Meet stable underlying DeFi Governance coins asset risk, 3- USDT 5% yields are APY 4.44% possible DeFi Venture DeFi Technolog
Slide 21: HIVE Blockchain and DeFi Technologies Strategic Partnership & ShareSwap
HIVE Blockchain and DeFi Technologies Strategic Partnership & ShareSwap On 25th of March, 2021 HIVE Blockchain and DeFi Technologies entered into a share swap agreement. Frank Holmes, Executive Chairman of HIVE, said “We are excited about this strategic 10,000,000 common shares of DEFI 4,000,000 com
Slide 22: HIVE Blockchain and DeFi Technologies Strategic Partnership & ShareSwap
HIVE Blockchain and DeFi Technologies Strategic Partnership & ShareSwap The partnership consists of testing and implementing Miner Extractable Value technology (MEV), inherent to the DeFi ecosystem for transaction processing which requires access to Ethereum miners. . MEV refers to the amount of pro
Slide 23: Executive Team
Wouter Witvoet CEO Bio Executive § Founder and Chairman at Secfi (raised $600M) § World Economic Forum Global Team Shaper § University of Cambridge Olivier Roussy Newton Co-founder Bio § Founder of HIVE Blockchain Technologies (TSX.V HIVE) $2bn market cap § Raised over $800m past two years § Founder
Slide 24: Executive Team
Diana Biggs CEO of Valour (100% subsidiary of Defi) Bio Executive § Global Head of Innovation at HSBC § Member of the Board of Digital Team Leaders at WEF § Head Tutor of the Blockchain Strategy Program at Oxford Johan Wattenstrom Co-Founder & Director of Valour Bio § CEO & Co-Founder of Nortide Cap
Slide 25: Operational Team
Christian K. | Investment Principal Bio § Institutional Sales Manager at FalconX Operational § Venture at Bascom Ventures § Advisor at Blockstake Team Curtis S. | Branding & Marketing Bio § Director of Customer Succsess Team at Ubersuggest § Marketing & Brand Manager at Neil Patel Digital § Co-Found
Slide 26: Advisors
Anthony Pompliano | Advisor Bio § Co-Founder & Partner at Morgan Creek Advisors § Investor at Pomp Investments § Former Product Manager at Facebook Thibaut Ceyrolle | Advisor Bio § EMEA Founder at Snowflake Team § Former VP Sales EMEA Bazaarvoice Trapp Lewis | Advisor Bio § Managing Director at Palm
Slide 27: Capital Structure
DEFI:NEO Capital SHARES OUT 191M Structure FLOAT 176.6M INSIDER OWNERSHIP 14.4M CASH POSITION $8.6M Accurate as of 11.04.2021 27
Slide 28: Disclaimers
Disclaimers This presentation of DeFi Technologies Inc. (“DeFi” or the “Company”) is for information only and shall not constitute an offer to buy, sell, issue or subscribe for, or the solicitation of an offer to buy, sell or issue, or subscribe for any securities. The information contained herein i
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