Solana News Today: Chinese Institutions Boost Ethereum and Solana Holdings for Long-Term Value and Diversification

Chinese institutions are increasingly deploying micro-strategies in Ethereum (ETH) and Solana (SOL), following a model similar to MicroStrategy’s corporate treasury approach. This trend has gained momentum in late August 2025, with reports indicating that institutional actors are accumulating these digital assets for long-term value storage and portfolio diversification. The strategy aligns with a broader shift in China’s financial sector, where traditional assets are being supplemented with crypto holdings that offer utility and network effects [2].

Du Jun, co-founder of ABCDE Capital, has been a vocal advocate for institutional adoption of ETH and SOL, emphasizing their role in decentralized finance (DeFi) and blockchain infrastructure. One unnamed institution has already amassed a treasury of 300,000 ETH, underscoring the seriousness of the investment strategy. Solana, with its high-speed transactions and growing DeFi ecosystem, has also attracted attention, making it a strategic asset for institutional portfolios [6].

The rise in institutional participation is reflected in increased liquidity across ETH and SOL markets. Order books have deepened, and spreads have tightened, signaling a more mature trading environment. This shift is supported by automated or programmatic buying strategies, which allow for controlled asset accumulation while minimizing market impact. These tactics are increasingly common in traditional finance and are now being adopted in the crypto space by East Asian firms navigating the post-2021 regulatory landscape [5].

The Hong Kong-based approval of a Solana trading platform adds to the momentum, potentially expanding accessibility for retail and institutional investors alike [1]. On-chain data shows positive trends for Solana, including a price above key moving averages and rising transaction volumes. Analysts speculate that a breakout above $190 could push SOL toward $258, representing a 41% gain from current levels [5].

While Ethereum remains a central focus, altcoins like Cardano (ADA) and emerging meme tokens are also being discussed for their potential returns. However, institutional capital continues to favor established chains with proven utility and infrastructure, particularly Ethereum and Solana [7]. The institutional narrative also includes a growing interest in Real-World Asset (RWA) tokens and Decentralized Physical Infrastructure Networks (DePIN), with some projects being invited to participate in treasury initiatives [4].

Regulatory developments are also shaping the landscape, with discussions around yuan-backed stablecoins and RWA integration. This has led to increased investor interest in presale projects, although caution remains regarding market exhaustion in assets like BNB and SOL. While a new meme token is gaining traction, institutional strategies are still favoring more established chains [8].

Chinese regulators have not officially endorsed crypto, but the private sector’s evolving interest suggests a more nuanced approach. As liquidity and infrastructure improve, the case for institutional participation in digital assets continues to strengthen, particularly in projects that align with strategic long-term goals.

Sources:

[1] Brand-New Catalyst for Solana That Could Portend Great (https://www.mitrade.com/au/insights/news/live-news/article-8-1065096-20250825)

[2] Chinese Institutions Accelerate Adoption of ETH and SOL (https://www.coinlive.com/en/news-flash/877550)

[4] RWA Tokens, Fresh Meme Phenomenon and 2025 DePIN (https://www.mexc.com/en-GB/news/rwa-tokens-fresh-meme-phenomenon-and-2025-depin-champion-top-narratives-for-this-bull-market-revealed/72190)

[5] Solana Price Still Eyeing $500 Before 2026, But Experts (https://www.barchart.com/story/news/34358449/solana-price-still-eyeing-500-before-2026-but-experts-say-this-penny-token-could-soar-over-100x-to-6-before)

[6] Chinese Institutions Embrace ETH and SOL Investment (https://coincu.com/news/chinese-institutions-invest-eth-sol/)

[7] Ethereum (ETH) Shows Remarkable Growth, but Cardano (https://cryptoadventure.com/ethereum-eth-shows-remarkable-growth-but-cardano-ada-and-little-pepe-lilpepe-are-more-favored-by-analysts-for-10x-gains)

[8] Analysts Say Solana And BNB Rally Exhausted, But (https://www.mitrade.com/au/insights/news/live-news/article-3-1065125-20250825)