decoded.report LIVE FROM SEC FILINGS
CASE FILE · OPENED JUST FOR YOU

DFDVW

DeFi Development Corp.
LAST CLOSE… Finance Services SHARES +1399.9% · 12M CASH ~0 MO
96
SEVERE
RISK INDEX
RED FLAGS 58 SHARE PRINTING 20 RUNWAY 14 YEARS-LONG PATTERN 4 = 96/100. WHY THIS NUMBER, PIECE BY PIECE.

THE READ 33 red-flag mentions across this year's filings, led by dilution and reverse stock split, and 143 since 2001, so this is a long-running pattern; share count jumped 1400% in a year (holders are being diluted fast); only about 1 month of cash at the current burn rate.

FLAGS DILUTION CASH WHAT CHANGED VERDICT INSIDERS OUTSIDE RECORDS
01

Red Flags

2025-08-27 → 2026-08-27

We read every document this company filed with the SEC this year and counted the classic danger phrases. Where wording can be misleading, we open the actual documents and separate real warnings from accounting boilerplate. Each hit links to the exact document.

Dilution (at the market offering) AT LEAST 25 REAL WARNINGS · 13 matching docS this year · 39 ALL TIME

An ATM lets the company print and sell new shares into the market any day it wants. Every print dilutes your slice.

EVIDENCE: [1] 424B5 FILED 2026-05-01 · [2] 424B5 FILED 2026-06-01 · [3] 8-K FILED 2026-05-01 · [4] 10-Q FILED 2026-08-13 · [5] S-3 FILED 2026-04-17

Reverse stock split AT LEAST 4 REAL WARNINGS · 12 matching docS this year · 55 ALL TIME

A reverse split shrinks the share count to lift the price above $1. Repeat reverse splits are the classic death-spiral signature.

EVIDENCE: [1] 8-K FILED 2025-12-23 · [2] 8-K FILED 2025-12-23 · [3] 10-Q FILED 2025-11-19 · [4] 10-Q FILED 2026-05-19 · [5] S-3 FILED 2026-04-17

Going concern doubt 0 THIS YEAR · 18 ALL TIME

Auditors flagged substantial doubt the company survives the next 12 months without new money.

Delisting / exchange risk AT LEAST 4 REAL WARNINGS · 9 matching docS this year · 31 ALL TIME

The exchange has threatened to kick the stock off. Delisting pressure usually ends in a reverse split or a fire-sale raise.

EVIDENCE: [1] 8-K FILED 2026-05-01 · [2] 10-Q FILED 2025-11-19 · [3] S-1 FILED 2025-09-09 · [4] S-1/A FILED 2025-10-14 · [5] S-1 FILED 2025-10-28

SOURCE: FULL-TEXT SEARCH OF THE COMPANY'S OFFICIAL SEC FILINGS. "REAL WARNINGS" = WE OPENED THE LINKED DOCUMENTS AND FILTERED PHRASES WRAPPED IN NEGATIONS, RESOLUTION LANGUAGE OR STANDARD CONTRACT TERMS. "AT LEAST" = MORE DOCUMENTS CARRY THE PHRASE THIS YEAR THAN WE COULD OPEN AND READ.

02

The Printing Press

How many shares exist, over time, exactly as the company reported in its own filings. In microcaps, a rising share count is how holders pay for everything: salaries, debts, and bad deals. Sudden collapses in the line are reverse splits, marked below.

9,995,073 shares · 2023-09-01 30,997,790 shares · 2026-08-13 LAST 12M: +1399.9% AVG/YEAR SINCE 2023: +46.8% ◉ REVERSE-SPLIT-STYLE COLLAPSE × 1

SOURCE: THE COMPANY'S OWN REPORTED SHARE COUNTS ACROSS 14 FILINGS, STRAIGHT FROM SEC RECORDS

CHECKING OFFICIAL SPLIT RECORDS…

What this means for YOUR shares

Type how many shares you hold. The math is plain division on the company's own reported counts.

03

Cash Countdown

Cash in the bank against how fast the company burns it. When this hits zero, the next stop is usually a desperate raise at bad terms, and existing holders pay through dilution.

~0 MONTHS OF CASH AT THE CURRENT BURNBAR = SHARE OF A 24-MONTH WINDOW
0 MO
EST RUNWAY
cash ÷ monthly burn
$2.39M
MONTHLY BURN
operating cash deficit
$1.80M
CASH ON HAND
latest reported quarter
-28.0%
CASH CHANGE QoQ
latest two reported quarters
2023·62023·92023·122024·32024·62024·92024·122025·3
CASH OVER TIME, LAST 8 REPORTED QUARTERS $1.58M → $1.80M TREND: +13.8%

RUNWAY = CASH ON HAND ÷ MONTHLY CASH BURN. SIMPLE ARITHMETIC ON THE COMPANY'S OWN REPORTED NUMBERS, NOT A PROJECTION.

04

What the Newest Filing Changed

The latest filings, translated into holder impact. Every number cites its form, date and SEC link.

Shares outstanding +2.9%

Shares outstanding rose 30.12M to 31.00M (+2.9%) between 10-Q 2026-05-19 and 10-Q 2026-08-13.

NOW: 30,997,790 as of 2026-08-13 (10-Q, filed 2026-08-13)

WAS: 30,118,205 as of 2026-05-19 (10-Q, filed 2026-05-19)

Cash and equivalents -28.0%

Cash and equivalents fell $2.50M to $1.80M (-$700K, -28.0%) between 10-Q 2024-12-31 and 10-Q 2025-03-31.

NOW: $1.80M as of 2025-03-31 (10-Q, filed 2025-05-14)

WAS: $2.50M as of 2024-12-31 (10-Q, filed 2025-05-14)

Total assets -11.5%

Total assets fell to $203.33M (from $229.72M, -11.5%) between 10-Q 2026-03-31 and 10-Q 2026-06-30.

NOW: $203.33M as of 2026-06-30 (10-Q, filed 2026-08-13)

WAS: $229.72M as of 2026-03-31 (10-Q, filed 2026-05-19)

Total liabilities -1.9%

Total liabilities fell to $215.37M (from $219.52M, -1.9%) between 10-Q 2026-03-31 and 10-Q 2026-06-30.

NOW: $215.37M as of 2026-06-30 (10-Q, filed 2026-08-13)

WAS: $219.52M as of 2026-03-31 (10-Q, filed 2026-05-19)

Revenue +24.4%

Revenue rose $2.66M to $3.31M (+24.4%) between the period ended 2026-03-31 and the period ended 2026-06-30 (10-Q).

NOW: $3.31M as of 2026-06-30 (10-Q, filed 2026-08-13)

WAS: $2.66M as of 2026-03-31 (10-Q, filed 2026-05-19)

Cash burn / runway

Monthly operating cash deficit ~$2.39M ($-14.11M over the period ended 2026-06-30 in 10-Q). Against $1.80M cash is roughly 0.1 years of runway (1 months).

NOW: $-14.11M as of 2026-06-30 (10-Q, filed 2026-08-13)

!

Critical 8-K Ledger

OFFICIAL NOTICES · 24 MO

When something material happens, the company itself must announce it in an 8-K under the SEC's numbered item system. These are those announcements, newest first: bankruptcy papers, exchange delisting warnings, auditor changes, financials pulled back. Read straight from the SEC filing index, no interpretation layer.

2026-06-10 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2026-04-06 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2026-04-06 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2026-02-19 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2026-01-29 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2025-12-23 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2025-10-22 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2025-09-18 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2025-08-28 ITEM 3.02 · UNREGISTERED SHARE SALE FILING ↗
2025-08-26 ITEM 3.02 · UNREGISTERED SHARE SALE FILING ↗
2025-07-31 ITEM 2.03 · NEW DIRECT OBLIGATION FILING ↗
2025-07-14 ITEM 3.02 · UNREGISTERED SHARE SALE FILING ↗
2025-07-07 ITEM 2.03 · NEW DIRECT OBLIGATION ITEM 3.02 · UNREGISTERED SHARE SALE FILING ↗
2025-06-12 ITEM 3.02 · UNREGISTERED SHARE SALE FILING ↗
2025-06-05 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2025-05-05 ITEM 3.02 · UNREGISTERED SHARE SALE FILING ↗
2025-05-05 ITEM 3.02 · UNREGISTERED SHARE SALE FILING ↗
2025-04-24 ITEM 4.01 · AUDITOR CHANGE FILING ↗
2025-04-23 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2025-04-15 ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2025-04-07 ITEM 2.03 · NEW DIRECT OBLIGATION ITEM 3.02 · UNREGISTERED SHARE SALE ITEM 5.02 · OFFICER / DIRECTOR EXIT FILING ↗
2024-12-30 ITEM 3.03 · HOLDER RIGHTS MODIFIED FILING ↗
2024-12-20 ITEM 3.03 · HOLDER RIGHTS MODIFIED FILING ↗

SOURCE: THE ITEM NUMBERS THE COMPANY ITSELF PUT ON EACH 8-K IN THE SEC'S FILING INDEX. HOVER A STAMP FOR WHAT THAT ITEM MEANS FOR YOUR SHARES. OFFICIAL NOTICES INSIDE THE LAST 12 MONTHS ALSO FEED THE RISK INDEX ABOVE (CAPPED AT 15 POINTS).

2024·32024·62024·92025·32025·62025·92026·32026·6
QUARTERLY REVENUE, LAST 8 QUARTERS $411K → $3.31M TREND: +706.1%

EACH BAR IS ONE REPORTED QUARTER. GREEN = MOST RECENT QUARTER GREW VS THE ONE BEFORE.

!

Breaking Filing

8-K · 2026-08-27

An 8-K is the "something happened right now" filing. Here is what this one says, in the company's own words.

Item 8.01

On August 27, 2026, the Company issued a press release announcing an update on its holdings of Solana and Solana equivalents and related metrics. Cautionary Note Regarding Forward-Looking Statements. This Form 8-K and the

READ THE ORIGINAL FILING

05

The Verdict

AVOID · HIGH CONFIDENCE

A rules-based reading of the cited filing facts: a range with reasons, never a prediction.

AVOID
SCREENING VERDICT
HIGH confidence
$0.0290-$0.0697
FAIR VALUE BRACKET
multiples stripped: under a year of cash at the current burn, so the bracket caps at wind-down cash
$0.80
LAST CLOSE
non-realtime

HOW THE BRACKET IS BUILT: MULTIPLES STRIPPED: UNDER A YEAR OF CASH AT THE CURRENT BURN, SO THE BRACKET CAPS AT WIND-DOWN CASH · CASH FLOOR: $0.0581/SHARE IN A WIND-DOWN.

BASIS FOR

+1

Share count is stable-ish (+2.9% change between the last two reported quarters).

+2

Revenue was roughly flat (+24.4% period over period).

+3

Fair-value range anchored to cited facts: $0.0290 to $0.0697 per share.

AGAINST

−1

Cash of $1,800,000 funds under half a year of operating burn, a hard going-concern pressure without fresh capital.

METHOD: DETERMINISTIC RULES OVER CITED SEC FILING FACTS: SHARE-COUNT CHANGE BETWEEN THE LAST TWO REPORTED QUARTERS (DILUTION), CASH-TO-BURN RUNWAY FROM THE MOST RECENT OPERATING CASH FLOW, PERIOD-OVER-PERIOD REVENUE GROWTH, AND A FAIR-VALUE RANGE ANCHORED TO CASH PER SHARE VS PRICE. THRESHOLDS ARE TUNABLE IN APP/VERDICT_ENGINE.PY. NOT A PREDICTION.

06

Insider Paper Trail

NET BUYING

Every time an officer, director or big owner trades shares, the law makes them file a Form 4 within two business days. We read the actual filings: who traded, what kind of trade, how big, at what price.

4
OPEN-MARKET BUYS
34,069 shares · ~$120K of their own money
0
OPEN-MARKET SELLS
no open-market selling
0
GRANTS / AWARDS
none on record
2026-032026-042026-052026-062026-072026-08
ABOVE THE LINE: CASH BUYS BELOW THE LINE: CASH SELLS 6 MO: +$120K / -$0

EACH MONTH SHOWS OPEN-MARKET DOLLAR FLOW PARSED FROM FORM 4 FILINGS. GRANTS AND OPTION PAPER ARE EXCLUDED: THIS IS REAL MONEY IN AND OUT.

DATEWHOACTION
2026-08-21 White Parker 10% OWNER OPEN-MARKET BUY 5,069 @ $3.93
2026-08-21 White Parker 10% OWNER OPEN-MARKET BUY 5,000 @ $3.88
2026-08-20 Kang Daniel CHIEF STRATEGY OFFICER OPEN-MARKET BUY 11,000 @ $3.88
2026-08-17 Han Fei CHIEF FINANCIAL OFFICER TAX WITHHOLDING 2,803 @ $3.16
2026-08-14 Kang Daniel CHIEF STRATEGY OFFICER OPEN-MARKET BUY 13,000 @ $2.91
2026-07-17 Han Fei CHIEF FINANCIAL OFFICER TAX WITHHOLDING 2,803 @ $2.82
2026-06-17 Han Fei CHIEF FINANCIAL OFFICER TAX WITHHOLDING 2,803 @ $3.09
2026-05-17 Han Fei CHIEF FINANCIAL OFFICER TAX WITHHOLDING 2,802 @ $4.78

INSIDERS SPENDING THEIR OWN MONEY AT THESE PRICES IS THE STRONGEST VOTE OF CONFIDENCE THE FILINGS CAN SHOW. "10B5-1 PLAN" MEANS THE TRADE WAS SCHEDULED UNDER A PRE-SET TRADING PLAN, DISCLOSED IN THE FILING'S OWN FOOTNOTES: PRE-PLANNED SALES CARRY LESS SIGNAL THAN SPUR-OF-THE-MOMENT ONES. SOURCE: FORM 4 FILINGS, PARSED FROM THE SEC'S OWN XML, LAST 7 FILINGS.

07

Filing Timeline

The company's most recent SEC paperwork, newest first.

8-K 2026-08-27 0001805526-26-000058
4 2026-08-24 0002061848-26-000003
4 2026-08-21 0001225208-26-007275
4 2026-08-18 0001225208-26-007188
4 2026-08-17 0001225208-26-007140
10-Q 2026-08-13 0001805526-26-000055

SOURCE: THE COMPANY'S SEC FILING INDEX

08

Outside the Filings

Public records that most investors never check, cross-checked against what the company claims. This is where shells slip up.

defidevcorp.com
WEB ADDRESS ON RECORD
registered 2025-01-30 · via Squarespace Domains II LLC
1.6 YRS OLD
DOMAIN AGE
young web address: for a company claiming history, that is a classic shell tell
4
OFFICIAL OFFERING DOCS · 12M
last one 2026-06-01: shares were actually sold to the market
7
SHELF REGISTRATIONS · 12M
paperwork filed to allow future share sales: future dilution waiting
0
BIG-OWNER TAKEOVER FILINGS · 12M
no outside investor has crossed the 5% disclosure line this year
PUBLIC FLOAT
shares actually tradable, vs held by insiders and big owners
SOLD SHORT
FINRA short interest: how many shares are bets against this company, and how many days of trading it would take to cover
CLEAR
US SANCTIONS SCREEN
company name checked against the official US sanctions list (19290 entries)
LEGAL IDENTITY (LEI)
every company that trades securities must carry a global legal identifier: status, parent chain and subsidiaries from the official registry
INSTITUTIONAL HOLDERS · 13F
quarterly institutional holdings filings scanned for this exact company name: which funds still report holding shares, from their own filings
SITE HISTORY
how long the company's website has been around, per the public web archive
CERT RECORD
public certificate logs date the company's web infrastructure: old and boring is good, brand-new is a tell
REGISTRANT HISTORY
old snapshots of public WHOIS pages: has the registered owner of this address changed hands
HOSTING + MAIL RECORDS
public DNS records: where the address is pointed and whether it can even receive mail

SOURCES: PUBLIC DOMAIN REGISTRATION RECORDS (FOUND IN THE COMPANY'S OWN FILING SIGNATURES) · THE COMPANY'S SEC FILING INDEX · OFFICIAL US SANCTIONS LIST · QUARTERLY 13F FILINGS VIA EDGAR FULL-TEXT SEARCH · LEGAL-IDENTITY, SITE-HISTORY, CERTIFICATE, REGISTRANT-HISTORY AND DNS SLOTS STREAM IN FROM FREE PUBLIC REGISTRIES WITHOUT BLOCKING THIS PAGE.

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09

Company Record

Legal nameDeFi Development Corp.
Fiscal year end1231
HQ6401 CONGRESS AVE, STE 250, BOCA RATON, FL
Last periodic report2026-08-13 (10-Q, 14d ago)
Shares outstanding30,997,790 as of 2026-08-13 (10-Q)

SOURCE: THE COMPANY'S SEC FILING INDEX

Next time DFDVW files something scary, know within minutes.

One Telegram message per material filing: dilution, going concern, delisting, insider dumps. No account, no email. Every line cites its SEC source. Leave anytime with /unwatch.

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