Solana Treasury Companies Boom: Leading the Corporate Crypto Treasury Revolution in 2025
As we head into the latter half of 2025, Solana is stepping up as a powerhouse in the world of corporate treasuries, echoing the paths blazed by Bitcoin and Ethereum. Picture this: just like how companies once stacked gold reserves to signal strength, today’s forward-thinking firms are loading up on SOL to supercharge their balance sheets. This shift isn’t just about holding crypto—it’s a full-circle story from past setbacks like the FTX collapse to innovative expansions inspired by models like Metaplanet. Solana treasury companies are now drawing in investors eager for crypto gains without the direct hassle of spot trading.
These Solana-focused entities, often called digital asset treasuries or DATs, operate by listing on public markets, snapping up SOL tokens, and then strategizing to increase their holdings per share. It’s a straightforward appeal for everyday traders seeking crypto exposure via familiar brokerage accounts, potentially delivering returns that eclipse simple spot price movements. Sure, exchange-traded funds offer a similar gateway, but DATs can launch quicker and introduce premiums or discounts to net asset value, creating built-in leverage without the fear of forced sales.
While Solana’s liquidity trails behind giants like Bitcoin and Ethereum, its appeal lies in institutional familiarity and a willingness to play the long game. Over the past month ending October 16, 2025, these treasury companies have scooped up approximately 8.5 million SOL, accounting for about 1.8% of the token’s circulating supply—more than doubling the corporate-held portion from last year, per updated data from CoinGecko. This accumulation is helping stabilize prices by reducing sell-off pressures and attracting more traditional capital, positioning public markets as the new battleground for crypto distribution.
Why Solana Treasury Strategies Are Gaining Momentum
Solana ranks as the fifth-largest cryptocurrency by market cap in 2025, with its blockchain challenging Ethereum’s lead in smart contracts and DeFi thanks to blazing-fast speeds and minimal fees—think of it as the express lane on a crowded highway compared to Ethereum’s bustling main road. Yet, as a treasury play, Solana’s DATs are still evolving, holding around 2.8% of SOL’s total supply valued at over $4.2 billion, according to the latest CoinGecko figures. Leading the pack is Forward Industries with 1.35%, trailed by DeFi Development Corp (DFDV), Upexi, and Sharps Technology, each boasting over 0.4%.
Take DFDV, which pivoted from real estate to Solana treasuries—its stock has skyrocketed this year, outperforming many peers as shown in recent Google Finance charts. “We evaluated various layer-1 blockchains, and Solana stood out for its tech edge,” shared DFDV’s CEO Joseph Onorati in a recent interview. “Ethereum holds the spotlight, but Solana leads in usage and efficiency, trading at roughly a quarter of Ethereum’s cap— that’s untapped potential.” This sentiment aligns with broader trends, where Solana’s brand resonates with efficiency-driven companies, fostering alignments that boost corporate identities by associating with innovative, high-performance tech.
These treasuries let investors tap into Solana through traditional channels, especially since spot SOL ETFs remain pending amid regulatory hurdles, though experts like Bloomberg analysts predict approvals could come by early 2026, barring further delays like the recent U.S. government shutdown. Unlike passive ETFs, Solana DATs actively manage assets—staking SOL, operating validators, and diving into DeFi for yields that grow holdings even in sideways markets. It’s like tending a garden that yields fruit year-round, versus just watching a static plot.
Solana’s visibility surged post-FTX, turning initial negativity into a spotlight on its resilient ecosystem. In March 2024, the FTX estate sold 41 million SOL at a steep discount to institutions, locking them in for four years and transforming potential dumps into committed bets. Fast-forward to 2025, and Twitter is buzzing with discussions—posts from influencers like @CryptoWhale highlight how this has “turned SOL into an institutional darling,” with over 50,000 engagements on threads debating Solana’s edge over Ethereum. Frequently searched Google queries like “Is Solana better than Ethereum for treasuries?” reflect this curiosity, backed by data showing Solana’s transaction volume up 25% year-over-year.
Navigating Challenges in Solana Treasury Models
Despite the hype, Solana treasury companies grapple with hurdles that could cap their growth. Liquidity is a sticking point—Bitcoin treasuries trade millions of shares daily, while Solana versions lag, as noted by strategy experts. It’s akin to comparing a bustling metropolis to a growing town; the latter has charm but needs more foot traffic. Concentration risks loom too—if one firm hoards too much, it could invite regulatory eyes, much like how early Bitcoin accumulators faced scrutiny.
Analysts like Tim Chen from Mantle categorize treasuries: Bitcoin as pure value stores, Ethereum and Solana as balanced evolving plays, and niche altcoins as dynamic innovators. Recent private investments in altcoin treasuries have surged 40% in 2025, per industry reports, suggesting Solana DATs could outperform if they channel value back to the ecosystem. A hot Twitter topic this month involves @SolanaInsider’s poll on “Will SOL treasuries beat ETF returns?” garnering 10,000 votes, with 65% saying yes, fueled by official announcements from companies like DFDV expanding internationally.
Global Expansion of Solana Treasury Companies
Solana DATs are maturing the asset class while tackling inflation— the network’s rate, now at 3.8% as of October 2025 per Helius data, drops 15% annually toward 1.5%. By locking up tokens, these firms act as supply absorbers, especially with fresh traditional inflows. “Filings reveal if it’s new capital or reshuffled holdings,” explains Mantle’s Chen. Without net additions, it’s just pocket-shifting.
DFDV is pushing boundaries with a “treasury accelerator” for global versions, adapting to local taxes and currencies—already live in South Korea and Japan, inspired by Metaplanet and Nakamoto models. It’s not about salvaging failing businesses but optimizing paths to market, blending crypto mechanics with corporate savvy. As Solana aligns with brands emphasizing speed and innovation, it strengthens corporate identities, creating synergies that go beyond finances to embody forward-thinking values.
For those looking to dive into Solana or explore treasury-linked trading, platforms like WEEX stand out as a reliable choice. With its user-friendly interface, low fees, and robust security features, WEEX empowers traders to engage with SOL seamlessly, whether staking or spotting opportunities in volatile markets. It’s like having a trusted co-pilot in the crypto journey, backed by a track record of innovation that aligns perfectly with Solana’s high-performance ethos, making it a go-to for building your own crypto strategy.
From offsetting dilution to franchising worldwide, Solana’s treasury wave is fusing blockchain-native tactics with traditional finance, marking an era where companies don’t just invest—they actively shape the networks they back.
FAQ
What are Solana treasury companies, and how do they work?
Solana treasury companies, or DATs, are public firms that hold SOL on their balance sheets to provide investors with crypto exposure through stock markets. They buy and manage SOL, often staking or using DeFi to grow holdings, offering potential upside beyond spot prices.
Is investing in Solana DATs better than SOL ETFs?
DATs can offer more flexibility, like active yield generation, compared to passive ETFs. However, with SOL ETFs potentially launching soon, it depends on your risk tolerance—DATs suit those seeking leveraged plays without liquidation risks, backed by 2025 data showing strong stock performances.
How does Solana’s inflation affect treasury strategies?
Solana’s inflation, currently at 3.8%, dilutes supply over time but decreases annually to 1.5%. Treasury companies counter this by locking and staking SOL, turning it into a supply sink that signals confidence and attracts institutional capital, as seen in recent accumulations.
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Debunking the AI Doomsday Myth: Why Establishment Inertia and the Software Wasteland Will Save Us
Editor's Note: Citrini7's cyberpunk-themed AI doomsday prophecy has sparked widespread discussion across the internet. However, this article presents a more pragmatic counter perspective. If Citrini envisions a digital tsunami instantly engulfing civilization, this author sees the resilient resistance of the human bureaucratic system, the profoundly flawed existing software ecosystem, and the long-overlooked cornerstone of heavy industry. This is a frontal clash between Silicon Valley fantasy and the iron law of reality, reminding us that the singularity may come, but it will never happen overnight.
The following is the original content:
Renowned market commentator Citrini7 recently published a captivating and widely circulated AI doomsday novel. While he acknowledges that the probability of some scenes occurring is extremely low, as someone who has witnessed multiple economic collapse prophecies, I want to challenge his views and present a more deterministic and optimistic future.
In 2007, people thought that against the backdrop of "peak oil," the United States' geopolitical status had come to an end; in 2008, they believed the dollar system was on the brink of collapse; in 2014, everyone thought AMD and NVIDIA were done for. Then ChatGPT emerged, and people thought Google was toast... Yet every time, existing institutions with deep-rooted inertia have proven to be far more resilient than onlookers imagined.
When Citrini talks about the fear of institutional turnover and rapid workforce displacement, he writes, "Even in fields we think rely on interpersonal relationships, cracks are showing. Take the real estate industry, where buyers have tolerated 5%-6% commissions for decades due to the information asymmetry between brokers and consumers..."
Seeing this, I couldn't help but chuckle. People have been proclaiming the "death of real estate agents" for 20 years now! This hardly requires any superintelligence; with Zillow, Redfin, or Opendoor, it's enough. But this example precisely proves the opposite of Citrini's view: although this workforce has long been deemed obsolete in the eyes of most, due to market inertia and regulatory capture, real estate agents' vitality is more tenacious than anyone's expectations a decade ago.
A few months ago, I just bought a house. The transaction process mandated that we hire a real estate agent, with lofty justifications. My buyer's agent made about $50,000 in this transaction, while his actual work — filling out forms and coordinating between multiple parties — amounted to no more than 10 hours, something I could have easily handled myself. The market will eventually move towards efficiency, providing fair pricing for labor, but this will be a long process.
I deeply understand the ways of inertia and change management: I once founded and sold a company whose core business was driving insurance brokerages from "manual service" to "software-driven." The iron rule I learned is: human societies in the real world are extremely complex, and things always take longer than you imagine — even when you account for this rule. This doesn't mean that the world won't undergo drastic changes, but rather that change will be more gradual, allowing us time to respond and adapt.
Recently, the software sector has seen a downturn as investors worry about the lack of moats in the backend systems of companies like Monday, Salesforce, Asana, making them easily replicable. Citrini and others believe that AI programming heralds the end of SaaS companies: one, products become homogenized, with zero profits, and two, jobs disappear.
But everyone overlooks one thing: the current state of these software products is simply terrible.
I'm qualified to say this because I've spent hundreds of thousands of dollars on Salesforce and Monday. Indeed, AI can enable competitors to replicate these products, but more importantly, AI can enable competitors to build better products. Stock price declines are not surprising: an industry relying on long-term lock-ins, lacking competitiveness, and filled with low-quality legacy incumbents is finally facing competition again.
From a broader perspective, almost all existing software is garbage, which is an undeniable fact. Every tool I've paid for is riddled with bugs; some software is so bad that I can't even pay for it (I've been unable to use Citibank's online transfer for the past three years); most web apps can't even get mobile and desktop responsiveness right; not a single product can fully deliver what you want. Silicon Valley darlings like Stripe and Linear only garner massive followings because they are not as disgustingly unusable as their competitors. If you ask a seasoned engineer, "Show me a truly perfect piece of software," all you'll get is prolonged silence and blank stares.
Here lies a profound truth: even as we approach a "software singularity," the human demand for software labor is nearly infinite. It's well known that the final few percentage points of perfection often require the most work. By this standard, almost every software product has at least a 100x improvement in complexity and features before reaching demand saturation.
I believe that most commentators who claim that the software industry is on the brink of extinction lack an intuitive understanding of software development. The software industry has been around for 50 years, and despite tremendous progress, it is always in a state of "not enough." As a programmer in 2020, my productivity matches that of hundreds of people in 1970, which is incredibly impressive leverage. However, there is still significant room for improvement. People underestimate the "Jevons Paradox": Efficiency improvements often lead to explosive growth in overall demand.
This does not mean that software engineering is an invincible job, but the industry's ability to absorb labor and its inertia far exceed imagination. The saturation process will be very slow, giving us enough time to adapt.
Of course, labor reallocation is inevitable, such as in the driving sector. As Citrini pointed out, many white-collar jobs will experience disruptions. For positions like real estate brokers that have long lost tangible value and rely solely on momentum for income, AI may be the final straw.
But our lifesaver lies in the fact that the United States has almost infinite potential and demand for reindustrialization. You may have heard of "reshoring," but it goes far beyond that. We have essentially lost the ability to manufacture the core building blocks of modern life: batteries, motors, small-scale semiconductors—the entire electricity supply chain is almost entirely dependent on overseas sources. What if there is a military conflict? What's even worse, did you know that China produces 90% of the world's synthetic ammonia? Once the supply is cut off, we can't even produce fertilizer and will face famine.
As long as you look to the physical world, you will find endless job opportunities that will benefit the country, create employment, and build essential infrastructure, all of which can receive bipartisan political support.
We have seen the economic and political winds shifting in this direction—discussions on reshoring, deep tech, and "American vitality." My prediction is that when AI impacts the white-collar sector, the path of least political resistance will be to fund large-scale reindustrialization, absorbing labor through a "giant employment project." Fortunately, the physical world does not have a "singularity"; it is constrained by friction.
We will rebuild bridges and roads. People will find that seeing tangible labor results is more fulfilling than spinning in the digital abstract world. The Salesforce senior product manager who lost a $180,000 salary may find a new job at the "California Seawater Desalination Plant" to end the 25-year drought. These facilities not only need to be built but also pursued with excellence and require long-term maintenance. As long as we are willing, the "Jevons Paradox" also applies to the physical world.
The goal of large-scale industrial engineering is abundance. The United States will once again achieve self-sufficiency, enabling large-scale, low-cost production. Moving beyond material scarcity is crucial: in the long run, if we do indeed lose a significant portion of white-collar jobs to AI, we must be able to maintain a high quality of life for the public. And as AI drives profit margins to zero, consumer goods will become extremely affordable, automatically fulfilling this objective.
My view is that different sectors of the economy will "take off" at different speeds, and the transformation in almost all areas will be slower than Citrini anticipates. To be clear, I am extremely bullish on AI and foresee a day when my own labor will be obsolete. But this will take time, and time gives us the opportunity to devise sound strategies.
At this point, preventing the kind of market collapse Citrini imagines is actually not difficult. The U.S. government's performance during the pandemic has demonstrated its proactive and decisive crisis response. If necessary, massive stimulus policies will quickly intervene. Although I am somewhat displeased by its inefficiency, that is not the focus. The focus is on safeguarding material prosperity in people's lives—a universal well-being that gives legitimacy to a nation and upholds the social contract, rather than stubbornly adhering to past accounting metrics or economic dogma.
If we can maintain sharpness and responsiveness in this slow but sure technological transformation, we will eventually emerge unscathed.
Source: Original Post Link

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The following is the original content:
Renowned market commentator Citrini7 recently published a captivating and widely circulated AI doomsday novel. While he acknowledges that the probability of some scenes occurring is extremely low, as someone who has witnessed multiple economic collapse prophecies, I want to challenge his views and present a more deterministic and optimistic future.
In 2007, people thought that against the backdrop of "peak oil," the United States' geopolitical status had come to an end; in 2008, they believed the dollar system was on the brink of collapse; in 2014, everyone thought AMD and NVIDIA were done for. Then ChatGPT emerged, and people thought Google was toast... Yet every time, existing institutions with deep-rooted inertia have proven to be far more resilient than onlookers imagined.
When Citrini talks about the fear of institutional turnover and rapid workforce displacement, he writes, "Even in fields we think rely on interpersonal relationships, cracks are showing. Take the real estate industry, where buyers have tolerated 5%-6% commissions for decades due to the information asymmetry between brokers and consumers..."
Seeing this, I couldn't help but chuckle. People have been proclaiming the "death of real estate agents" for 20 years now! This hardly requires any superintelligence; with Zillow, Redfin, or Opendoor, it's enough. But this example precisely proves the opposite of Citrini's view: although this workforce has long been deemed obsolete in the eyes of most, due to market inertia and regulatory capture, real estate agents' vitality is more tenacious than anyone's expectations a decade ago.
A few months ago, I just bought a house. The transaction process mandated that we hire a real estate agent, with lofty justifications. My buyer's agent made about $50,000 in this transaction, while his actual work — filling out forms and coordinating between multiple parties — amounted to no more than 10 hours, something I could have easily handled myself. The market will eventually move towards efficiency, providing fair pricing for labor, but this will be a long process.
I deeply understand the ways of inertia and change management: I once founded and sold a company whose core business was driving insurance brokerages from "manual service" to "software-driven." The iron rule I learned is: human societies in the real world are extremely complex, and things always take longer than you imagine — even when you account for this rule. This doesn't mean that the world won't undergo drastic changes, but rather that change will be more gradual, allowing us time to respond and adapt.
Recently, the software sector has seen a downturn as investors worry about the lack of moats in the backend systems of companies like Monday, Salesforce, Asana, making them easily replicable. Citrini and others believe that AI programming heralds the end of SaaS companies: one, products become homogenized, with zero profits, and two, jobs disappear.
But everyone overlooks one thing: the current state of these software products is simply terrible.
I'm qualified to say this because I've spent hundreds of thousands of dollars on Salesforce and Monday. Indeed, AI can enable competitors to replicate these products, but more importantly, AI can enable competitors to build better products. Stock price declines are not surprising: an industry relying on long-term lock-ins, lacking competitiveness, and filled with low-quality legacy incumbents is finally facing competition again.
From a broader perspective, almost all existing software is garbage, which is an undeniable fact. Every tool I've paid for is riddled with bugs; some software is so bad that I can't even pay for it (I've been unable to use Citibank's online transfer for the past three years); most web apps can't even get mobile and desktop responsiveness right; not a single product can fully deliver what you want. Silicon Valley darlings like Stripe and Linear only garner massive followings because they are not as disgustingly unusable as their competitors. If you ask a seasoned engineer, "Show me a truly perfect piece of software," all you'll get is prolonged silence and blank stares.
Here lies a profound truth: even as we approach a "software singularity," the human demand for software labor is nearly infinite. It's well known that the final few percentage points of perfection often require the most work. By this standard, almost every software product has at least a 100x improvement in complexity and features before reaching demand saturation.
I believe that most commentators who claim that the software industry is on the brink of extinction lack an intuitive understanding of software development. The software industry has been around for 50 years, and despite tremendous progress, it is always in a state of "not enough." As a programmer in 2020, my productivity matches that of hundreds of people in 1970, which is incredibly impressive leverage. However, there is still significant room for improvement. People underestimate the "Jevons Paradox": Efficiency improvements often lead to explosive growth in overall demand.
This does not mean that software engineering is an invincible job, but the industry's ability to absorb labor and its inertia far exceed imagination. The saturation process will be very slow, giving us enough time to adapt.
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But our lifesaver lies in the fact that the United States has almost infinite potential and demand for reindustrialization. You may have heard of "reshoring," but it goes far beyond that. We have essentially lost the ability to manufacture the core building blocks of modern life: batteries, motors, small-scale semiconductors—the entire electricity supply chain is almost entirely dependent on overseas sources. What if there is a military conflict? What's even worse, did you know that China produces 90% of the world's synthetic ammonia? Once the supply is cut off, we can't even produce fertilizer and will face famine.
As long as you look to the physical world, you will find endless job opportunities that will benefit the country, create employment, and build essential infrastructure, all of which can receive bipartisan political support.
We have seen the economic and political winds shifting in this direction—discussions on reshoring, deep tech, and "American vitality." My prediction is that when AI impacts the white-collar sector, the path of least political resistance will be to fund large-scale reindustrialization, absorbing labor through a "giant employment project." Fortunately, the physical world does not have a "singularity"; it is constrained by friction.
We will rebuild bridges and roads. People will find that seeing tangible labor results is more fulfilling than spinning in the digital abstract world. The Salesforce senior product manager who lost a $180,000 salary may find a new job at the "California Seawater Desalination Plant" to end the 25-year drought. These facilities not only need to be built but also pursued with excellence and require long-term maintenance. As long as we are willing, the "Jevons Paradox" also applies to the physical world.
The goal of large-scale industrial engineering is abundance. The United States will once again achieve self-sufficiency, enabling large-scale, low-cost production. Moving beyond material scarcity is crucial: in the long run, if we do indeed lose a significant portion of white-collar jobs to AI, we must be able to maintain a high quality of life for the public. And as AI drives profit margins to zero, consumer goods will become extremely affordable, automatically fulfilling this objective.
My view is that different sectors of the economy will "take off" at different speeds, and the transformation in almost all areas will be slower than Citrini anticipates. To be clear, I am extremely bullish on AI and foresee a day when my own labor will be obsolete. But this will take time, and time gives us the opportunity to devise sound strategies.
At this point, preventing the kind of market collapse Citrini imagines is actually not difficult. The U.S. government's performance during the pandemic has demonstrated its proactive and decisive crisis response. If necessary, massive stimulus policies will quickly intervene. Although I am somewhat displeased by its inefficiency, that is not the focus. The focus is on safeguarding material prosperity in people's lives—a universal well-being that gives legitimacy to a nation and upholds the social contract, rather than stubbornly adhering to past accounting metrics or economic dogma.
If we can maintain sharpness and responsiveness in this slow but sure technological transformation, we will eventually emerge unscathed.
Source: Original Post Link