*Disseminated on behalf of DevvStream Corp.
Krypton Street Initiates Coverage On (DEVS) Starting This Morning
—Tuesday, July 22, 2025
(DEVS) Comes Backed By Several Potential Catalysts Including:
(DEVS) Moved Approximately 290% In Under A Week The Last Time It
Hit Our Radar In May.
Carbon Markets Could Reach $22T By 2050—And (DEVS) Is
Positioning Itself Right Now.
Premium Recognition Trend: Models Like This Have Drawn 2x–7x NAV
Premiums In Similar Public Names.
Rare-Scale Strategy: One Of Few Public Companies Launching $300M
Block-chain Treasury Backed By Real Infrastructure.
Now Trending Near Multiple Key Moving Averages, (DEVS) Could Be Signaling For Continued Momentum Potential.
Start Your Own Research On (DEVS) This Morning—While It's Still Early… July 22, 2025 Trending At The Bell | (DEVS) Makes An Approx. 22% Overnight Move Dear Reader, It might be time to take a closer look at (DEVS) this morning. (DEVS) is currently trending on our radar, reaching$.4946 in the early session, marking an approximate 22% overnight move from yesterday's $.4025 close. With this pop, (DEVS) surpassed several key moving averages tracked by Barchart including its 5-Day, 20-Day, 50-Day, and 100-Day metrics. Back in early May, we brought a little-known ESG name to our radar—at around $.3456 on May 8, and in under a week, it moved approximately 290% to $1.35 on May 12. That move wasn't driven by hype—it was powered by execution, real momentum, and a lineup of potential catalysts. 
Now, following a wave of material developments, we're returning to that same name—with even more on the table. It just hit our radar again and is topping our watchlist this morning—Tuesday, July 22, 2025. That name is DevvStream Corp. (NASDAQ: DEVS)—a company positioned at the intersection of climate infrastructure, block-chain technology, and one of the fastest-growing markets on the planet. A $300M Digital Asset Strategy—Backed by Real Funding
Early yesterday, (DEVS) announced a strategic shift that could dramatically expand its visibility: a $300M digital asset-backed initiative, supported by a confirmed $10M initial funding tranche. This program is designed to create a block-chain-based treasury and tokenization platform for sustainability-linked infrastructure—something very few public companies have attempted at this scale. It reflects a strategic model gaining traction among public companies—where digital asset treasuries backed by real infrastructure are being rewarded with NAV premiums of 2x, 3x, and in some cases, even 5x to 7x. One early example is Classover (KIDZ), which despite its much lower liquidity, has held its ground thanks to a similar block-chain-forward approach. But now, (DEVS) is entering with a deeper war chest and a more robust infrastructure base. Here's what matters:
- The full $300M note is backed by Helena Partners, with funding aimed at both liquid digital assets and tokenized environmental infrastructure.
- 75% of the proceeds will be deployed into round-the-clock liquid cry-pto holdings, opening doors to treasury yield and future on-chain collateralized carbon strategies.
- This aligns with (DEVS)'s mission to let the public access sustainability infrastructure via tokenized, real-world assets
- Unlike copycats that launched without capital or execution plans—(DEVS) has real funding already in place. That's a credibility edge.
This isn't a pivot—it's an extension of the block-chain infrastructure model DevvStream was already building. And in a market that's beginning to reward tokenization with real-world asset linkage, this could unlock compounding exposure. With the fundamentals stacking up, the technical setup is starting to reflect that strength. And technically speaking, the potential momentum appears to be building again—(DEVS) is now trending above or near several key moving averages, including the 5-Day, 20-Day, 50-Day, and 100-Day lines. And if timing is everything, this company may be exactly where it needs to be. According to Precedence Research, the global carbon market is projected to grow from $933B in 2025 to over $16.4T by 2034—an estimated 1,657% expansion in under a decade. 
And some projections go even further, suggesting the market could reach as high as $22T by 2050. Sectors like aviation, shipping, and heavy industry are already facing pressure to cut emissions. Airlines may require up to 150 Mln carbon credits by 2026, while the UN's proposed $100-per-ton CO₂ surcharge on maritime emissions could make offset credits a built-in cost of global logistics. But this story goes deeper than planes and ports. The rise of AI and hyperscale data centers is creating a new class of energy demand. In 2024 alone, U.S. data centers produced more than 100 Mln metric tons of CO₂—a figure that's tripled since 2018 and now rivals the emissions of the domestic airline industry. Each large AI model consumes significantly more power than traditional applications, with a single ChatGPT query using 5 to 10 times the energy of a standard web search, according to estimates from Goldman Sachs. And the impact is already being felt at the top. Amazon.com Inc. reported a 6% increase in its carbon emissions for 2024—the company's first annual rise in three years—as it ramps up data center construction to support the growth of AI and cloud computing. According to data analyzed by Bloomberg, Amazon's total emissions hit 68.25 Mln metric tons of CO₂ equivalent, driven by expanded AWS infrastructure and increased fuel consumption by delivery partners. Industry analysts have noted this spike reflects a broader pattern: tech giants are racing to meet AI workload demand, often at the expense of short-term sustainability targets.
Tech giants like Google and Microsoft have already reported substantial increases in greenhouse gas emissions tied to AI growth—and many are turning to carbon credits as a key tool to offset what can't be reduced directly. As the gap between energy demand and renewable deployment widens, one thing is becoming clear: A scalable, verified carbon offset infrastructure will be essential—and (DEVS) is building it. A Mission Built for Scale
DevvStream's mission is to align sustainability with enterprise value. It helps corporations and organizations reduce environmental impact by developing carbon projects that produce measurable credits and international renewable energy certificates (I-RECs)—all powered by advanced tech. Its three-pronged model supports scalable, recurring revenue: - Carbon Offset Portfolio: Tech-based, nature-based, and capture-based projects with long-term rights to high-quality credits
- Project Acquisition & Co-Development: Expands the company's environmental asset base and future credit output
- Lifecycle Management: Leads infrastructure efforts across EV charging, waste-to-energy, and building efficiency—earning a share of credits and I-RECs produced
This structure supports multi-year sustainability-linked cash flows—similar to a royalty model. Turning Data into an Edge
DevvStream isn't just active in carbon markets—it's strengthening them. Its proprietary block-chain platform solves persistent issues around: - Transparency in credit creation
- Efficiency in project certification
- Speed in carbon market settlement
A strong example is DevvStream's June 2025 partnership with Energy Efficient Technologies (EET), which expanded its reach into building efficiency. EET's CryoGenX4™ platform has cut electricity usage by 8–35% for major brands like Marriott and Anheuser-Busch—generating measurable reductions that feed directly into DevvStream's revenue model: - Carbon credits and I-RECs from reduced emissions
- A performance-based share of utility savings
It's a clear signal that DevvStream's data infrastructure can scale across verticals—starting with internal projects and expanding to external systems. And now—with global momentum and new regional agreements—DevvStream is stepping into one of the fastest-growing waste-to-energy markets on the planet.
DevvStream Expands Into Southeast Asia's Potential $7.7B
Waste-to-Energy Market
In June 2025, DevvStream signed two new MoUs in Indonesia, focused on waste-to-energy conversions using municipal and landfill waste. These projects add regional depth to an already growing Southeast Asia portfolio, which includes a hydroelectric agreement in South Sulawesi and solar initiatives in the Philippines. The Southeast Asia WtE market alone is projected to grow from $4.2B in 2025 to $7.7B by 2030, and DevvStream is now positioned within that expansion—bringing high-integrity carbon and I-REC monetization tools to underutilized environmental infrastructure. Strengthened Through Strategic Joint Ventures
In May 2025, DevvStream announced a proposed joint venture with Fayafi Inv-est-ment Holding, a UAE-based inv-est-ment platform with deep institutional capital and ESG focus. This entity, dubbed Fayafi x DevvStream Green Ventures, is designed to accelerate climate infrastructure deployment globally—starting with an initial $100M funding commitment. Key features of the JV: - DevvStream maintains 20% ownership and operational control
- Capital-light structure: minimal upfront risk, recurring revenue via consulting, project management, and credit monetization
- Exclusive deal flow during feasibility, with first rights on carbon-related opps.
As the voluntary and compliance carbon markets mature—and regulatory demand increases—the company's pipeline is well-positioned to feed that demand with high-quality, tech-certified supply. This isn't just a climate narrative—it's a company with numbers, infrastructure, and momentum lining up at once. Between expanding global partnerships, surging market demand, and technical confirmation, there's more than one reason (DEVS) just reappeared on our radar. 
7 Reasons Why (DEVS) is Topping Our Watchlist This Morning
—Tuesday, July 22, 2025…
1. Recent Momentum: The last time we brought (DEVS) to the radar—back in early May—it moved approximately290% in less than a week, showing how quickly momentum can build around this ESG-driven name. 2. Digital Asset Shift: a new $300M cry-pto-backed treasury initiative backed by real funding has set (DEVS) apart from the crowd. 3. Confirmed Capital Inflow: an initial $10M tranche is already secured—putting (DEVS) ahead of similar strategies that never made it off the ground. 4. Carbon Market Exposure: as the global carbon market eyes a 1,657% growth trajectory by 2034, (DEVS) is building the infrastructure to meet rising demand. 5. Tech-Driven Platform: through a proprietary block-chain system, (DEVS) is tackling key carbon market frictions like transparency and transaction speed. 6. Southeast Asia Momentum: with new agreements in Indonesia and the Philippines, (DEVS) is scaling into a region projected to hit $7.7B in WtE by 2030. 7. Strategic JV: a $100M JV with UAE-based Fayafi may accelerate project deployments while reinforcing (DEVS)'s capital-light expansion model. These aren't just headline highlights—they're developments backed by data, execution, and timing. And with (DEVS) already lighting up several key technical indicators, the case for a closer look is only getting stronger. If you've been waiting for something with the potential for momentum, relevance, and real infrastructure behind it—this may be it. Start Your Own Research On (DEVS) This Morning—While It's Still Early… With multiple catalysts now stacking—including new momentum in Southeast Asia, expanding carbon market alignment, and a strategic joint venture that could accelerate deployment—(DEVS) is pushing deeper into climate-linked infrastructure at scale. Just yesterday, (DEVS) announced a major strategic shift that could dramatically expand its visibility: a $300M digital asset-backed initiative, supported by a confirmed $10M initial funding tranche. This program aims to build a block-chain-based treasury and tokenization platform for sustainability-linked infrastructure—something very few public companies have attempted at this scale. It reflects a growing model where digital asset treasuries tied to real infrastructure are being rewarded with 2x, 3x, and even 5x to 7x NAV premiums. The last time (DEVS) hit our radar, it moved approximately 290% in under a week. Now, with stronger infrastructure, confirmed capital inflow, and expanding international reach, this ESG-forward name may be entering a new phase of visibility. Start your own research on (DEVS) this morning—while it's still early. (DEVS) is currently trending on our radar, reaching$.4946 in the early session, marking an approximate 22% overnight move from yesterday's $.4025 close. With this pop, (DEVS) surpassed several key moving averages tracked by Barchart including its 5-Day, 20-Day, 50-Day, and 100-Day metrics. We have all eyes on this one right now. Also—my next update could be ready at any moment, so keep a lookout.
Sincerely, Alex Ramsay
Co-Founder / Managing Editor Krypton Street Newsletter
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