Delta Finance SA

In AI, the Best Opportunities May Not Be the Most Visible. 🔍 Where does value truly accumulate in a technological transformation—at the visible frontier, or within the systems that enable it? Recent developments in AI infrastructure offer a useful perspective. While much attention remains concentrated on the most prominent AI companies — the chip designers, the hyperscalers, the foundation model builders — a growing share of investment and market performance is shifting toward less visible components, particularly optical networking and photonics. These technologies are essential for moving vast amounts of data efficiently across increasingly powerful computing systems. Yet market reactions remind us of an important nuance: even when long-term demand is clear, the pace of adoption and the physical constraints underlying it can significantly shape short-term outcomes. Technological revolutions are not only defined by breakthroughs in capability, but by the infrastructure required to scale them. As AI systems expand, bottlenecks in energy consumption, data transmission, and hardware integration become central determinants of where value is created—and where it compounds quietly over time. At Delta Finance SA, we believe the most durable opportunities in this cycle lie precisely in these enabling layers — less visible, less crowded, and often misunderstood by the market. Identifying them before they become consensus is, in our view, where active management adds its greatest value.

Delta Finance SA Finance est fier d'accompagner ARMR Sciences Inc. depuis leur premier tour de table. Ce qu'ils construisent est rare : un vaccin conçu pour bloquer les overdoses liées au fentanyl — et plus largement une plateforme de biodéfense préventive contre les opioïdes synthétiques les plus dangereux : fentanyl, Nitazènes, Carfentanil — des menaces qui font des dizaines de milliers de victimes chaque année. En 2025, ARMR a franchi une étape fondamentale : l'autorisation complète de l'European Medicines Agency et le lancement de son essai clinique Phase 1/2 au Centre for Human Drug Research, la première évaluation chez l'humain de leur traitement préventif. Jusqu'à 72 volontaires. Résultats attendus fin 2026. Côté stratégie US : un partenariat formalisé avec Ballard Partners, des discussions actives avec la FDA, le Department of Defense et l'ONDCP. La société se positionne clairement dans l'agenda de sécurité nationale américaine. L'accès au marché public se précise également : IPO au Nasdaq prévue au T2/T3 2026. De la science au marché public, en passant par les corridors de Washington. Un dossier à suivre de très près. #Biotech #IPO #Nasdaq #Defense #DeltaFinance

Delta Finance SA at the Crypto Finance Conference – St. Moritz Next week, members of the Delta Finance SA team will be attending the Crypto Finance Conference (CfC) in St. Moritz, one of the leading gatherings for institutional investors, family offices, and key players in digital assets and financial technology. We are pleased to share that Mikael Tandetnik (CEO) and Grégory T. (Co-Founder) will be present at the event. If you’re attending CfC St. Moritz, let’s connect and exchange insights.

We’re proud to share that Van Lanschot Kempen Private Banking announced our collaboration. It’s a privilege to work with one of the leading private wealth banks in the Netherlands, Belgium, and Switzerland.   It’s great to contribute to their forward-thinking approach, making it easier for crypto-native clients to access traditional wealth management: smoothly, securely, and fully compliant with AML/CFT regulations.   By combining Cense’s automated crypto compliance platform with blockchain intelligence from Chainalysis, Van Lanschot Kempen can now assess crypto-sourced wealth with speed, clarity, and confidence.   Making them the first crypto-friendly private bank in the Netherlands and we’re excited to be part of the journey!   Read the full announcement from Van Lanschot Kempen: https://lnkd.in/etjYUS5w   #Cense #CryptoCompliance #WealthManagement #PrivateBanking #FinancialInnovation #CryptoOnboarding #AML #CFT #VanLanschotKempen #Partnership

We’re proud to launch our crypto onboarding service in partnership with Cense AG , giving our clients a fully verified, secure path from crypto to Swiss private banking. This new partnership brings the best of Swiss wealth management and digital compliance innovation together in one seamless experience. “Through our partnership with Cense, we deliver clarity, control and compliance, all tailored to serious crypto holders entering private banking.” Mikael Tandetnik, Founding Partner, Delta Finance SA “Delta Finance is the perfect partner to bring our trusted crypto compliance platform into the heart of Swiss banking.” Michiel Hoogenboom, CCO, Cense AG Explore how it works → https://lnkd.in/e9YsEXnb #CryptoToBank #CryptoCompliance #PrivateBanking #DeltaFinance #Cense #Fintech #SwissFinance #DigitalAssets

Félicitations à Alpinov X pour le succès des tests du GEN4, une avancée vers un froid plus propre et efficace. Delta Finance SA est fière de soutenir la société et d’accompagner sa levée de fonds. Contactez-nous pour plus d’informations.

Today, Nvidia is set to open at a historic $5 trillion valuation. We've been highlighting this conviction for a long time. Florent Roberto Patisson called it, and now we're seeing it unfold. Following this exceptional run, we are prudently trimming the position to rebalance portfolios and lock in a portion of the gains. NVIDIA remains an important client portfolio positions, but disciplined risk management is paramount.

Anatoly Yakovenko, Solana Foundation founder, estimates that there is a 50/50 chance a quantum breakthrough could crack Bitcoin’s cryptography by 2030—and urges a rapid shift to quantum‑resistant signatures. In plain terms: if quantum computers scale, today’s crypto wallets and signatures may be vulnerable. The path forward includes quantum‑resistant signatures and quantum‑secure custody. This will require coordinated upgrades across wallets, custodians, exchanges, and protocols—so starting early matters. BTQ is already working on solutions: building quantum‑secure custody for Bitcoin, Ethereum, and other digital assets, and advancing post‑quantum tooling. Delta Finance SA has followed BTQ for three years; we invest in and collaborate with the company. We’ll keep monitoring progress and share what it means for long‑term investors. #QuantumSecurity #DigitalAssets #WealthManagement #BTQ #Bitcoin #PostQuantum

NVIDIA : un pari réfléchi, devenu Performance pour nos portefeuilles. Une analyse signée par notre spécialiste marchés, Florent Roberto Patisson.

Tandis que les investisseurs doutent, Google : • Transforme l’IA en arme monopolistique • Engrange du cash • Installe discrètement Waymo comme un futur leader (face à un Tesla en crise) → Le gap de valorisation ne durera pas.