Galaxy Digital lidera rodada de US$ 1 bilhão para tesouraria SOL com Multicoin Capital e Jump Crypto

Os gigantes do crypto unem forças para impulsionar Solana em movimento estratégico bilionário.

Galaxy Digital assume a dianteira na maior captação do ecossistema SOL este ano, reunindo Multicoin Capital e Jump Crypto em operação que sinaliza confiança institucional maciça.

O aporte de US$ 1 bilhão fortalece a tesouraria da Solana Foundation em momento crítico de expansão de layer-2s—porque nada diz 'confiança' como um bilhão de dólares em apoio, mesmo que venha dos mesmos players que sempre lucram com a valorização.

Multicoin reforça sua aposta histórica na blockchain, enquanto Jump Crypto consolida posição como market maker dominante no ecossistema. Juntos, criam um cofre de guerra que pode acelerar desenvolvimento, aquisições e incentivos para desenvolvedores.

O timing não é acidental: Solana enfrenta competição ferrenha de redes emergentes, mas também registra crescimento explosivo em DeFi e NFTs. A injeção de capital chega para garantir que a rede não perca terreno—e que os investidores não percam seus retornos.

Porque no final, quando instituições colocam US$ 1 bilhão na mesa, alguém está prestes a ficar muito rico—e como sempre na crypto, provavelmente não será o pequeno investidor.

Solana moves past FTX woes, treasury interest spreads 

The firms have enlisted Cantor Fitzgerald LP as lead banker for the effort. Sources said the structure could involve creating a digital asset treasury company by taking control of an unidentified publicly traded entity. Those familiar with the negotiations requested anonymity from Bloomberg, citing the sensitivity of the talks.

If completed, the deal would result in a reserve more than twice the size of the largest existing Solana-focused fund. The Solana Foundation, a nonprofit headquartered in Zug, Switzerland, has given its backing to the initiative. People familiar with the matter said the transaction is targeted to close in early September.

Solana has been on the comeback trail after nearly collapsing during the FTX implosion in late 2022. Once promoted by former FTX chief executive Sam Bankman-Fried, the network’s survival was questioned after the exchange’s collapse, and the token dropped to as low as $9 by the end of the year.

Since then, Solana has rebounded by over 2,066% to trade at around $195, becoming one of the most popular blockchains for issuing memecoins, more commonly described as speculative tokens whose performance is based on social media trends.

At the time of this publication, the token, ranked as the sixth-largest cryptocurrency by market capitalization, has almost doubled from April lows of $105, although it is still below a January peak.

Multicoin Capital and Jump Crypto were among the earliest institutional backers of the Solana ecosystem. Last year, Galaxy Digital raised roughly $620 million for a fund to purchase Solana from the FTX estate.

Corporate vehicles race for Solana exposure

The planned billion-dollar venture is not the first attempt to establish SOL treasury companies. Upexi Inc., a Florida-based e-commerce firm that changed its focus to Solana in April, reported holding more than 2 million tokens worth about $415 million.

The new consortium will also take over Toronto-listed SOL Strategies, a company that recently filed for a Nasdaq listing under the ticker STKE. The filing included a 40-F form, required for Canadian companies seeking to offer securities in the United States.

SOL Strategies Inc. is seen as more conservative in acquiring tokens but “forward-thinking” in its approach to ecosystem development.

In a note to investors published in June, Cantor Fitzgerald analyst Thomas Shinske said the blockchain is being considered by financial firms beyond its feasibility for making memecoin.

Shinske said Solana’s utility could expand as tokenized securities become more widely adopted. He also mentioned staking as an advantage for Solana-based treasury vehicles, adding that returns from staking combined with treasury operations could allow Solana-focused firms to grow faster on a per-share basis than Bitcoin-focused treasuries.

“Combining staking with treasury operations should result in Solana treasury companies growing SOL per share faster than BTC treasury companies growing BTC per share, all else equal,” Shinske wrote.

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