MiCA Deadline Sparks Institutional Buying Spree for DeFi Technologies

The European Union's Markets in Crypto-Assets regulation (MiCA) has caused a significant shakeout of crypto service providers, forcing hundreds to halt operations in the bloc. However, DeFi Technologies, through its Valour subsidiary, has managed to secure full passporting rights under the new regime.

Valour lists regulated exchange-traded products for Bitcoin and Ethereum in Frankfurt and on Sweden's Spotlight Exchange. The company also pushed into the UK retail market early this year and partnered with think-tank OMFIF, giving it a voice in regulatory debates.

Despite these operational successes, DeFi Technologies' stock has been hit hard, closing at €0.48 on Friday after cratering 81.67% over the past twelve months from its July 2025 all-time high of €2.98.

Institutional investors such as Brevan Howard, Galaxy Digital, and Polar Asset Management have accumulated positions near the recent trough, sparking hopes that the stock may be at a turning point.