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Most people look at @ValourFunds AUM as the headline gauge of growth, but AUM alone doesn’t tell the full story. AUM is highly correlated with underlying crypto prices, so it can move sharply even when the business fundamentals are improving. If you want the cleanest view of operating momentum, look at net inflows, which reflect new client demand and fresh capital coming into Valour products.
Through the end of Q3 2025, Valour generated $116.2 million in net inflows year to date. Estimated Q4 inflows were:
October: $6.5 million
November: $12.1 million
December: $3.4 million
That brings estimated full year 2025 net inflows to $138.2 million, which would be Valour’s strongest year on record. Importantly, Valour has not had a single month of net outflows, meaning the platform has continued to add clients and capital consistently.
Here’s the year over year progression in net inflows:
2022: $38 million
2023: $50 million
2024: $124 million (including an outsized $54 million in November and December)
2025: $138 million
This matters because net inflows create a compounding effect. When digital asset prices rise, inflows don’t just add AUM, they act as an accelerant, layering new capital on top of market appreciation.
Just as important, higher AUM expands our monetization potential and improves margins. As the platform scales, we can optimize pricing and increase staking participation, which lifts the blended economics of the business. Depending on the mix of management fees and staking yield, Valour can generate a blended yield of roughly 5 to 7 percent on AUM, and additional revenue streams such as trading fees, internal IP, node operations, and MEV can push overall monetization higher over time.
And this is still early. Valour is building toward a second generation of more institutionally oriented products, including UCITS, AMCs, fund of funds, and additional structures, designed to broaden distribution and unlock larger pools of liquidity. The business underneath the surface continues to grow, and as digital assets see wider adoption, AUM should increasingly reflect that compounding momentum. $DEFT"