Solana gewinnt an Bedeutung: Großinvestor stockt Treasury-Bestände auf
Institutionelle Adoption beschleunigt sich – Solana erobert weitere Unternehmensbilanzen.
Strategische Reservebildung
Ein namhafter Player baut seine Krypto-Reserven aus und setzt dabei auf SOL. Das move signalisiert wachsendes Vertrauen in die Blockchain jenseits von Ethereum – und treibt den Kurs weiter nach oben.
Market Impact
Institutionelle Flüsse pumpen Liquidität in den Solana-Ökosystem. DeFi-Protokolle profitieren, NFT-Märkte boomen, und die gesamte Chain verzeichnet neue ATHs. Traditionelle Assets wirken daneben geradezu antiquiert.
Zynischer Finance-Jab: Während Banker noch über Zinsmargen debattieren, stacken kluge Treasuries einfach digitale Assets – weil Renditen nicht von gestern kommen.
FalconX reflects the growing demand for SOL, with active trading through its public wallets. | Source: Arkham Intelligence.
FalconX still carries around 449K SOL, valued at over $117M. At the current stage, large-scale treasuries locked in 2M SOL, while smaller ones still hold under 500K tokens.
Treasury companies are offsetting the selling and unlocks, which pressured the price of SOL. Solana treasuries still lag behind the accumulated reserves for BTC and ETH, but are showing strong growth and significant daily buying pressure.
SOL treasuries also mostly have mNav ratio above 1, showing their stock is still attractive. For mow, Forward Industries is traded most actively, with the price of FORD NEAR a six-month peak at $37.35.
SOL treasuries boost staking
SOL treasuries are not passively held, and are sending significant amounts of tokens for staking and liquid staking. As of September 17, Solana treasuries hold an estimated 17.112 SOL, spread to 17 entities of varying size.
A total of 7.4M SOL is staked at 7.96 annualized rate, meaning treasuries may receive another 589K SOL as a reward for liquid staking. Even with price risk, treasuries are showing significant demand for this kind of return. The SOL rewards are an automated expansion of the treasuries, compounding the holdings of the biggest entities.
The treasury companies may also not sell their SOL, but instead use the value through liquid staking tokens. As a result, SOL ecosystem value locked is near peak levels at $12.35B. Entities like Jito, Jupiter, Binance Staked SOL and even BONK are competing to gain access to treasuries. In the past month alone, Binance Staked SOL expanded its holdings to a new record above $2.88B.
Is the altcoin season a Solana season?
The SOL market capitalization dominance is at 3.2%, the highest in six months. The Solana ecosystem contributes to the overall altcoin season, adding a mix of new and older memes. However, meme coins are lagging with just $12B in market capitalization and only three assets valued at over $1B.
The Solana ecosystem is yet to recover the token-based hype from January. Currently, the network is switching to DeFi, including lending and liquid staking. Solana also produces the most revenues from apps compared to all other chains, offering passive income for SOL holders.
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