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April 2026: Recap & AMA (Replay)
In this April 2026 Business Recap & AMA, DFDV CMO Pete Humiston is joined by CIO & COO Parker White, CEO Joseph Onorati, and CSO DK to break down the company’s April performance, key strategic initiatives, and how the team is thinking about the next phase of growth for both Solana and Digital Asset Treasuries (DATs).
The discussion covers Treasury Accelerator progress, the strategic investment into Allied Architects, evolving capital formation strategy, and why DFDV remains laser-focused on maximizing SOL per share (SPS) growth above all else.
The team also dives into the rise of onchain digital credit, why the market continues to misunderstand preferred equity and variable-rate perpetuals like STRC, and how protocols such as Apyx are helping create structural demand for digital credit instruments across crypto markets.
Additionally, the conversation explores DFDV’s fully converted mNAV framework, why the company views leverage differently across market cycles, and how experimentation, iteration, and long-term conviction continue to shape DFDV’s broader strategy.
🔸 Topics Covered:
• April 2026 business highlights and strategic initiatives
• Treasury Accelerator progress and Allied Architects partnership
• Why DFDV remains focused on SOL per share (SPS) growth
• Fully converted mNAV, capital structure, and leverage strategy
• Digital Asset Treasury (DAT) market dynamics and outlook
• The rise of onchain digital credit and preferred equity markets
• STRC, variable-rate perpetual preferreds, and cost of capital reduction
• How protocols like Apyx fit into the broader digital credit ecosystem
• Scaling experimentation while maintaining long-term strategic focus
• Solana market outlook and positioning for the next crypto cycle
🔸 Learn more:
• Website: https://www.defidevcorp.com
• Updates & Insights: https://defidevcorp.beehiiv.com/
• All Links: https://linktr.ee/defidevcorp
Видео April 2026: Recap & AMA (Replay) канала DeFi Dev Corp
The discussion covers Treasury Accelerator progress, the strategic investment into Allied Architects, evolving capital formation strategy, and why DFDV remains laser-focused on maximizing SOL per share (SPS) growth above all else.
The team also dives into the rise of onchain digital credit, why the market continues to misunderstand preferred equity and variable-rate perpetuals like STRC, and how protocols such as Apyx are helping create structural demand for digital credit instruments across crypto markets.
Additionally, the conversation explores DFDV’s fully converted mNAV framework, why the company views leverage differently across market cycles, and how experimentation, iteration, and long-term conviction continue to shape DFDV’s broader strategy.
🔸 Topics Covered:
• April 2026 business highlights and strategic initiatives
• Treasury Accelerator progress and Allied Architects partnership
• Why DFDV remains focused on SOL per share (SPS) growth
• Fully converted mNAV, capital structure, and leverage strategy
• Digital Asset Treasury (DAT) market dynamics and outlook
• The rise of onchain digital credit and preferred equity markets
• STRC, variable-rate perpetual preferreds, and cost of capital reduction
• How protocols like Apyx fit into the broader digital credit ecosystem
• Scaling experimentation while maintaining long-term strategic focus
• Solana market outlook and positioning for the next crypto cycle
🔸 Learn more:
• Website: https://www.defidevcorp.com
• Updates & Insights: https://defidevcorp.beehiiv.com/
• All Links: https://linktr.ee/defidevcorp
Видео April 2026: Recap & AMA (Replay) канала DeFi Dev Corp
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19 мая 2026 г. 1:00:51
00:27:35
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