Solana News Today: DeFi Dev Corp Stakes Big Bet on Solana’s $10K Future With $427M Treasury Boost

DeFi Development Corp. (Nasdaq: DFDV) has significantly bolstered its Solana (SOL) treasury holdings, acquiring 196,141 additional tokens at an average price of $202.76 per token, raising its total holdings to 2,027,817 SOL. This acquisition elevates the company’s total treasury value to approximately $427 million in Solana, an 11% increase from the previous purchase. The newly acquired tokens will be held long-term and staked to a range of validators, including DeFi Dev Corp.’s own Solana validators, to generate yield. The move reinforces the company’s strategy of compounding Solana per share (SPS), currently standing at 0.0793 SOL per share, or $16.70 in USD terms.

The company’s treasury strategy is structured to provide public investors with direct exposure to Solana’s growth. As of September 4, 2025, DeFi Development Corp. reported 25,573,702 shares outstanding. However, it noted that the inclusion of pre-paid warrants from recent equity financing would adjust the share count to approximately 31.4 million. Despite this, the company expects its SPS to continue growing, with no anticipated drop below the pre-financing level of 0.0675. This underscores a disciplined approach to capital deployment, with the company planning to redeploy remaining cash from its recent financing into further Solana purchases.

The company’s commitment to Solana is further highlighted by its active participation in the Solana ecosystem. DeFi Development Corp. operates its own validator infrastructure, generating staking rewards and fees from delegated stake. Additionally, the firm is engaged in decentralized finance (DeFi) opportunities, seeking to benefit from Solana’s expanding application layer. The company is also an AI-powered platform serving the commercial real estate sector, connecting stakeholders through data and software subscription services. Its dual focus on blockchain and traditional finance underscores its broad-based economic model, which is designed to drive long-term value for shareholders.

To deepen institutional and retail investor engagement with Solana, DeFi Development Corp. announced the inaugural SOLID: Solana Investor Day on November 5, 2025, in New York City. The event is tailored to provide institutional investors and crypto-native participants with a comprehensive understanding of Solana’s technical and economic advantages. The agenda includes sessions on Solana’s competitive moat, ecosystem growth, and the company’s long-term $10,000 price target for Solana. Additionally, attendees will have the opportunity to interact with the Solana Foundation and leading protocols building on the platform. CEO Joseph Onorati emphasized that the event aims to bridge the gap between institutional infrastructure and crypto-native innovation, offering a unique educational and networking experience.

The broader market context for Solana appears supportive of DeFi Development Corp.’s strategy. Institutional demand for Solana has increased, with major investment firms like Galaxy Digital and Pantera Capital allocating significant capital to Solana-focused initiatives. On-chain activity also suggests growing adoption, including tokenized real-world assets and rising stablecoin usage. However, the token’s price remains subject to macroeconomic and regulatory dynamics, with analysts closely monitoring key support and resistance levels. A breakout above $213 could signal a path toward $250 and beyond, though volatility remains a potential constraint.

As DeFi Development Corp. continues its Solana accumulation strategy, it remains focused on expanding its validator network and enhancing stakeholder engagement. The company’s dual approach—combining blockchain innovation with commercial real estate services—positions it as a unique player in the evolving financial landscape. With a growing treasury, strategic partnerships, and a clear vision for long-term growth, DeFi Development Corp. is well-positioned to continue leveraging the Solana ecosystem’s potential for both institutional and retail investors.

Source:

[1] DeFi Development Corp. Acquires 196141 SOL, Surpasses 2 Million in Total SOL Treasury Holdings (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 to Engage Institutional Investors and Explore Solana’s Ecosystem (https://www.quiverquant.com/news/DeFi+Development+Corp.+Announces+SOLID%3A+Solana+Investor+Day+to+Engage+Institutional+Investors+and+Explore+Solana%27s+Ecosystem)