Solana News Today:

DeFi Development Corp. has continued to expand its Solana (SOL) treasury, now holding over 2.02 million SOL, valued at approximately $427 million, as of September 4, 2025 [1]. The latest acquisition included 196,141 SOL tokens at an average price of $202.76 per token, bringing the total holdings to 2,027,817 SOL [1]. The company has been consistently accumulating SOL as part of its long-term strategy to provide investors with direct exposure to the cryptocurrency while participating in the growth of the Solana ecosystem [1].

The company’s strategy includes staking the acquired tokens across multiple validators, including its own, to generate native yield [1]. Additionally, DeFi Development Corp. has a validator infrastructure that generates staking rewards and fees from delegated stake, further enhancing its investment approach [1]. The company’s shares currently stand at 25.57 million, with plans to incorporate the remaining proceeds from its recent equity financing into additional SOL purchases [1].

DeFi Development Corp. is also preparing for the upcoming SOLID: Solana Investor Day, scheduled for November 5, 2025, in New York City [2]. This event aims to bring together institutional investors, allocators, builders, and the broader crypto community to explore Solana’s potential and discuss DeFi Development Corp.’s strategy for compounding its SOL holdings [2]. The event will include sessions on Solana’s competitive moat, ecosystem growth, and a transparent walkthrough of how the company enhances its SOL per share for public market investors [2].

Recent market data shows an increase in institutional interest in Solana, with the DeFi TVL on the network rising to $11.56 billion, a significant milestone [3]. This growth underscores the network’s expanding role in the DeFi landscape and highlights the increasing confidence in its infrastructure and scalability [3]. In addition, Solana’s Decentralized Exchange (DEX) volume has also seen a resurgence, placing it back at the top among all chains [3].

The company has previously made headlines for its aggressive buy of $76.8 million worth of SOL on August 28, 2025, which further bolstered its treasury holdings [4]. Following this acquisition, DeFi Development Corp.’s SOL treasury expanded to over 1.83 million tokens, valued at $371 million [4]. The company’s strategic approach includes not only accumulating SOL but also exploring innovative ways to support and benefit from the Solana ecosystem [1].

DeFi Development Corp. has experienced significant performance metrics, including a 350% year-on-year increase in revenue and a 525% rise in net profit margin during the June quarter [4]. Despite a recent decline in its stock price, the company’s shares have surged 1,710% year-to-date [4]. Analysts at Cantor Fitzgerald have initiated coverage with an ‘overweight’ rating and a price target of $45 for the company [4].

Solana’s performance has also been notable, having achieved a $100 billion market capitalization milestone in under five years, outpacing traditional tech giants like Google and Meta [4]. Over the past 30 days and a year, Solana has seen gains of 26.2% and 54.5%, respectively [4]. These figures highlight Solana’s rapid growth and its potential to continue disrupting the blockchain sector [4].

Source:

[1] DeFi Development Corp. Acquires 196141 SOL, Surpasses 2 (https://www.globenewswire.com/news-release/2025/09/04/3144760/0/en/DeFi-Development-Corp-Acquires-196-141-SOL-Surpasses-2-Million-in-Total-SOL-Treasury-Holdings.html)

[2] DeFi Development Corp. Announces SOLID: Solana Investor Day (https://www.morningstar.com/news/globe-newswire/9523147/defi-development-corp-announces-solid-solana-investor-day)

[3] Another Major Solana Purchase By DeFi Dev Corp, Here's... (https://www.mitrade.com/insights/news/live-news/article-3-1081589-20250830)

[4] DeFi Development Corp's Solana treasury exceeds $400M... (https://cointelegraph.com/news/defi-development-corp-solana-treasury-exceeds-400m)