RE: Reverse split30 Sep 2025 20:47
Good, here's why:
Offers a mix: exposure to crypto plus exposure to fast-growing AI business. So it’s not “just speculation” but also backed by real business activity in AI agents.
First-mover advantage in the UK via DFDV UK gives a narrative, positioning, and perhaps regulatory/practical moat (if one can build strong local presence and relationships before big competitors arrive).
Strong growth signals from Cykel AI (e.g., fast growth in MRR, growing number of demos→customers) suggest product-market fit might be emerging.
Broader trend tailwinds: AI adoption is accelerating; crypto/blockchain economies continue to expand; institutional investors are becoming more comfortable with exposure to blockchain via regulated vehicles.
The backing is instrumental in all of this, our new CEO has the record to prove it..
He is described as a seasoned legal and corporate finance executive, with over 20 years of experience.
His experience span includes M&A, corporate governance, and handling complex international transactions.
Most recently (prior to joining Cykel AI), he served as General Counsel for a fast-growing crypto start-up in 2024.
Before that, he held the role of Managing Counsel & Global Head of Corporate Legal at Binance, one of the largest crypto exchanges.
His past roles also include senior legal / advisory work for VEON (a telecom group) and for a Middle Eastern sovereign wealth fund, where he advised on M&A and corporate finance.
His early legal career included working at Lovells (which is now Hogan Lovells) and at a major US law firm in London.
These guys have done it, been there, and got the T-shirt. EC can take care of the AI work and let DFDV do what they do best, make money.
Do the research, Cykel has been given a lifeline, this could be huge if pulled off, and as stated prior, I trust the team will deliver.
All imo, gl all.