Solana News Today: DeFi Development Corp's Solana Staking Strategy Drives 11% Treasury Surge

Solana’s market capitalization recently surged to $111.76 billion, propelled by growing institutional interest and strategic token acquisitions by companies like DeFi Development Corp. The company has continued to expand its Solana treasury, acquiring 196,141 SOL at an average price of $202.76 per token, which brings its total holdings to 2.027 million SOL. This acquisition increases the value of its Solana treasury to approximately $427 million, an 11% increase from its prior purchase [2]. The company’s strategy involves staking these tokens to generate yield, primarily through its own Solana validator infrastructure.

The company’s Solana per share (SPS) metric now stands at 0.0793, valued at $16.70, based on the current share count of 25.57 million, excluding pre-paid warrants that would raise the total to around 31.4 million shares. Despite a 7.59% decline in its stock price during regular trading on Thursday, DeFi Development Corp. reported a nearly 1% rebound in after-hours trading [1]. Year-to-date, the stock has surged 1,710%, although it remains nearly 57% below its May 22 peak. The company’s financial performance has also been robust, with a 350% year-on-year revenue increase and a 525% rise in net profit margins during the June quarter [1].

Solana’s rapid growth in market capitalization is a significant indicator of its adoption and performance within the crypto space. The blockchain has become the fastest asset to reach a $100 billion market cap in under five years, outpacing the seven and nine years it took for tech giants like Google and Meta, formerly Facebook, to achieve the same benchmark [1]. Over the past 30 days, Solana has gained 26.2%, and its one-year return stands at 54.5% [1]. This growth trajectory has drawn attention from analysts and investors, with Cantor Fitzgerald recently initiating coverage on DeFi Development Corp. with an 'overweight' rating and a price target of $45 [1].

In a notable development, Galaxy Digital has announced the tokenization of SEC-registered shares on the Solana blockchain. This move signifies a broader effort to integrate traditional financial assets with blockchain technology, increasing transparency and accessibility for investors. The initiative aligns with Solana’s broader appeal as a high-throughput blockchain that supports real-time applications and DeFi protocols. As institutional investors continue to explore innovative ways to engage with digital assets, Solana’s infrastructure and tokenomics position it as a compelling long-term investment.

DeFi Development Corp. has further committed to enhancing its role in the Solana ecosystem by hosting SOLID: Solana Investor Day, a specialized event scheduled for November 5, 2025. The event will bring together institutional investors, builders, and the broader crypto community to explore Solana’s fundamentals and DFDV’s strategy. The event aims to provide a deeper understanding of the Solana blockchain’s competitive advantages and its potential to drive long-term value for investors [2]. The company has set an ambitious price target of $10,000 for Solana by showcasing data-driven insights and engaging directly with the Solana Foundation and top developers in the ecosystem [3].

The continued accumulation and compounding of Solana by DeFi Development Corp., along with the broader institutional adoption of the blockchain, reflects growing confidence in Solana’s long-term viability. As the company expands its validator infrastructure and explores additional DeFi opportunities, it reinforces the strategic alignment between its business model and the Solana network. With forward-looking statements projecting continued SPS growth and no anticipated decline below the pre-financing level of 0.0675, investors are positioned to benefit from the compounding effects of the company’s Solana holdings [2].

Source:

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

[2] 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)

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