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- Solana DATs now hold nearly 2.5% of SOL’s supply, worth around $3 billion.
- Public firms like DFDV are driving adoption through staking and DeFi strategies.
- Global expansion and institutional confidence hint at Solana’s long-term potential.
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Public companies are now turning to Solana (SOL) to diversify their crypto treasuries, following the lead of Bitcoin and Ethereum. The rise of digital asset treasuries (DATs) tied to Solana signals growing institutional interest in the blockchain known for speed, efficiency, and scalability.
A New Path for Institutional Crypto Exposure
Unlike ETFs, which track an asset’s price, Solana DATs actively manage holdings to generate yield. Companies like DeFi Development Corp (DFDV) and Forward Industries are accumulating millions of SOL tokens and deploying them in staking and DeFi strategies. Collectively, Solana treasury firms now hold nearly 2.5% of SOL’s circulating supply, valued around $3 billion.
Joseph Onorati, CEO of DFDV, calls Solana “the layer-1 winner in efficiency and real usage.” The firm rebranded from a real estate business to a Solana-focused treasury company—its stock surged soon after.
These vehicles let traditional investors gain crypto exposure through brokerage accounts, offering potential upside without the volatility of direct token ownership. They also introduce a new way for public markets to participate in the crypto economy.
Institutional Confidence Despite Market Hurdles
While Solana DATs remain less liquid than Bitcoin or Ether treasuries, institutional holders appear committed to long-term positions. The FTX estate’s sale of 41 million SOL to institutions under a four-year vesting schedule has turned a former liability into a long-term confidence play.
Honestly the odds are really 100% now. Generic listing standards make the 19b-4s and their “clock” meaningless. That just leaves the S-1s waiting for formal green light from Corp Finance. And they just submitted amendment #4 for Solana. The baby could come any day. Be ready. https://t.co/5JtfTm82Wi
— Eric Balchunas (@EricBalchunas) September 29, 2025
However, structural challenges persist—thin liquidity, concentration risk, and limited investor familiarity compared to Bitcoin or Ethereum. Analysts note that Solana DATs trade far fewer shares than their larger counterparts, meaning the model still needs time to mature.
Also Read: PUMP Token Rebounds as Buybacks and Solana Hype Spark Bullish Outlook
The Next Frontier: Global Expansion
DFDV is now launching “treasury accelerator” franchises in Japan and South Korea, aiming to create localized Solana DATs tailored to different regulatory and tax systems. If successful, this could establish Solana as a blueprint for how public companies integrate crypto into their balance sheets.
From balance-sheet experiments to a full-fledged financial model, Solana’s digital asset treasuries mark a new era of crypto-corporate convergence. As institutions continue to adopt Solana, its treasury model could help reduce token inflation, attract new capital, and redefine how traditional markets engage with blockchain assets.
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Disclaimer: The information in this article is for general purposes only and does not constitute financial advice. The author’s views are personal and may not reflect the views of Chain Affairs. Before making any investment decisions, you should always conduct your own research. Chain Affairs is not responsible for any financial losses.
I’m a crypto enthusiast with a background in finance. I’m fascinated by the potential of crypto to disrupt traditional financial systems. I’m always on the lookout for new and innovative projects in the space. I believe that crypto has the potential to create a more equitable and inclusive financial system.
