Public Companies Are Stacking Solana—Is SOL the Next BTC?
Published: 2025-05-07
Status:
Available
|
Analyzed
Published: 2025-05-07
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
The increasing accumulation of Solana by publicly traded companies suggests an extremely bullish outlook for Solana's long-term price action.
"this brings us to the big question and that's what does all of this mean for Salana's price well it doesn't take a genius or a calculator for that matter to work out that this could be extremely bullish for Soul's long-term price action"
Pending
Publicly traded companies are expected to purchase billions of dollars worth of Solana in the upcoming months, which is seen as a positive indicator for its price.
"publicly traded companies are planning on buying billions of dollars worth of Soul in the coming months"
Pending
The potential approval of spot Solana ETFs by major asset managers like BlackRock, Grayscale, Fidelity, and Franklin Templeton could lead to billions of dollars being invested in Solana.
"major asset managers like Black Rockck Gayscale Fidelity and Franklin Templeton to name but just a few have filed with the SEC to launch spot Salana ETFs and this is significant because it will naturally result in billions of dollars worth of soul being purchased for these products assuming they're approved of course"
Pending
It is reasonable to anticipate significant investment in Solana from asset managers, similar to Ethereum ETFs, due to increasing institutional demand.
"from our perspective it wouldn't be unreasonable to expect these asset managers to put a similar level of investment into solar given the rising institutional demand or Salana"
Pending
If Solana ETFs attract inflows comparable to Ethereum ETFs ($5.3 billion), it would result in approximately $35.9 million worth of Solana being purchased, exceeding the projected inflation target.
"if we assume that these Salana products see the same amount of inflows as they did for Ethereum which is about $5.3 billion worth this would equate to roughly $ 35.9 million sold sending us beyond our original target of 27.3 million"
Pending
Despite recent underperformance, Solana is predicted to potentially rebound and become one of the best-performing altcoins in the current cycle.
"and that's why even though Soul has been running out of steam in recent months we still think it could have the potential to pick up where it left off and be one of the best performing altcoins of this cycle"
Pending
The increasing corporate adoption and potential ETF inflows are seen as highly positive for Solana's long-term price.
"this brings us to the big question and that's what does all of this mean for Salana's price well it doesn't take a genius or a calculator for that matter to work out that this could be extremely bullish for Soul's long-term price action"
Pending
Soul Strategy has raised $500 million through convertible notes specifically for acquiring and staking more Solana.
"Soul Strategies recently issued $500 million in convertible notes that will be used to buy and stake additional soul"
Pending
DeFi Development Corporation (formerly Janova) plans to raise over $1 billion to invest in Solana.
"DY Development Corp is also looking to raise more capital to buy Soul the company's latest filings with the SEC states that it plans to raise over and get this $1 billion to invest in Salana"
Pending
Aexi plans to raise $100 million, with 90% allocated to developing a Solana treasury strategy.
"aexi which announced plans to raise $100 million 90% of which will be dedicated to building a Salana Treasury strategy"
Pending
Solana's current supply is around 600 million SOL with an annual inflation rate of 4.559%, resulting in approximately 27.3 million new SOL being minted this year.
"salana has a total supply of around 600 million soul and an annual inflation rate of 4.559% according to salanampass.com so this means that this year the Salana blockchain will mint around 27.3 million soul"
Pending
Solana's annual inflation rate decreases by 15% each year, eventually reaching a terminal rate of 1.5%.
"the Salana blockchain will mint around 27.3 million soul we say this year because Salana's inflation rate actually reduces by 15% every year and will only stop decreasing once it reaches an annual inflation rate of 1.5% called the terminal rate"
Pending
Following new leadership, Janova acquired over 160,000 Solana within its first two weeks.
"in the first two weeks under new leadership Janova acquired more than 160,000 soul"
Pending
DeFi Development Corporation (formerly Janova) increased its Solana holdings to 317,273 by mid-April.
"by midappril this year Janova rebranded to DeFi Development Corporation before almost doubling its already impressive Soul Stash bringing the company's total to 317,273 Soul"
Pending
Soul Global Investments Corporation holds 40,350 Solana.
"at the time of shooting Soul Global Investments Corps website states that the company currently holds 40,350 Soul"
Pending
Soul Strategy's Solana holdings grew from 86,000 in September to nearly 190,000 by February, and surpassed 267,000 by the end of April.
"at the time of Soul Strategies rebrand in September last year it held a solid 86,000 soul by February it had nearly doubled that bringing its total to just under 190,000 soul the buying spree didn't stop there though by the end of April the company holdings had surged past 267,000 soul"
Pending
Torrent Capital believes a scalable Layer 1 blockchain is crucial for mainstream crypto adoption, and views Solana favorably due to its potential to overcome Ethereum's limitations in transaction fees and throughput.
"Torrance said in the announcement that they believe that a scalable layer 1 blockchain is required for the mainstream adoption of crypto they acknowledged Ethereum's expansive developer ecosystem and broad array of DAPs but the company criticized Ethereum's high transaction fees and limited throughput as well as its reliance on layer 2 scaling solutions"
Pending
Torrent Capital holds 40,394 Solana tokens.
"at the time of shooting Torrent holds 40,3940,394 soul"
Pending
Cipher Punk Holdings was one of the first publicly traded companies to add Solana to its balance sheet by acquiring and staking the token.
"Cipher Punk began acquiring and staking Soul and this made it one of the first publicly traded companies to add Solana to its balance sheet"
Pending
Janova (now DeFi Development Corporation) announced its intention to build a Solana-focused treasury, acquire Solana validators, and stake its Solana holdings to earn yield.
"Janova's announcement revealed that it would begin building a Salana focused treasury reserve it also announced that it would be acquiring Salana validators and would be staking its soul to earn a yield"
Pending
The accumulation of Solana by publicly traded companies is predicted to be extremely bullish for its long-term price action.
"this brings us to the big question and that's what does all of this mean for Salana's price well it doesn't take a genius or a calculator for that matter to work out that this could be extremely bullish for Soul's long-term price action"
Pending
Solana's price is predicted to experience a significant surge in the coming months.
"Salana's soul could see a similar vertical price surge in the coming months"
Pending
Solana is predicted to be one of the best performing altcoins of the current cycle, despite recent underperformance.
"and that's why even though Soul has been running out of steam in recent months we still think it could have the potential to pick up where it left off and be one of the best performing altcoins of this cycle"
Pending
The potential approval of spot Solana ETFs by major asset managers is expected to lead to billions of dollars worth of Solana being purchased.
"major asset managers like Black Rockck Gayscale Fidelity and Franklin Templeton to name but just a few have filed with the SEC to launch spot Salana ETFs and this is significant because it will naturally result in billions of dollars worth of soul being purchased for these products assuming they're approved of course"
Pending
Soul Global Investments Corporation holds 40,350 SOL and is earning a 6.26% staking yield.
"Soul Global Investments Corporation... currently holds 40,350 Soul and is earning a staking yield of 6.26%"
Pending
Soul Strategy's holdings grew from 86,000 SOL in September of the previous year to over 267,000 SOL by the end of April.
"Soul Strategy... at the time of Soul Strategies' rebrand in September last year it held a solid 86,000 soul by February it had nearly doubled that bringing its total to just under 190,000 soul the buying spree didn't stop there though by the end of April the company holdings had surged past 267,000 soul"
Pending
Assuming similar inflows as Ethereum ETFs ($5.3 billion), Solana ETFs could see $35.9 million in SOL purchases, exceeding the projected supply increase.
"if we assume that these Salana products see the same amount of inflows as they did for Ethereum which is about $5.3 billion worth this would equate to roughly $ 35.9 million sold sending us beyond our original target of 27.3 million"
Pending
DeFi Development Corporation (formerly Janova) acquired over 160,000 SOL in its first two weeks and reached a total of 317,273 SOL by mid-April.
"Janova... in the first two weeks under new leadership Janova acquired more than 160,000 soul by mid-April this year Janova rebranded to DeFi Development Corporation before almost doubling its already impressive Soul Stash bringing the company's total to 317,273 Soul"
Pending
Soul Strategy issued $500 million in convertible notes to acquire and stake additional Solana.
"Soul Strategies recently issued $500 million in convertible notes that will be used to buy and stake additional soul"
Pending
Torrent Capital's SOL holdings increased from 2,000 in January to 40,390 by the end of April through multiple acquisitions.
"Torrrent Capital... announced in January that it had created a crypto investment vehicle and added 2,000 soul... in mid-February the company added almost 5,000 soul bringing its total to just under 7,000 just a week later it purchased over 10,700 soul pushing its holdings to over 17,700 in early March it acquired more than 8,600 soul and at the end of April it announced another acquisition of over 13,600 soul at the time of shooting Torrent holds 40,39 soul"
Pending
Soul Strategy issued $500 million in convertible notes to acquire and stake more SOL.
"Soul Strategies recently issued $500 million in convertible notes that will be used to buy and stake additional soul"
Pending
DeFi Development Corporation plans to raise over $1 billion to invest in Solana.
"DeFi Development Corp is also looking to raise more capital to buy Soul the company's latest filings with the SEC states that it plans to raise over and get this $1 billion to invest in Salana"
Pending
DeFi Development Corporation plans to raise over $1 billion to invest in Solana.
"DY Development Corp... plans to raise over and get this $1 billion to invest in Salana"
Pending
Aexi plans to raise $100 million, with 90% allocated to building a Solana Treasury strategy.
"Aexi which announced plans to raise $100 million 90% of which will be dedicated to building a Salana Treasury strategy"
Pending
Aexi plans to raise $100 million, with 90% allocated to building a Solana Treasury strategy.
"Aexi which announced plans to raise $100 million 90% of which will be dedicated to building a Salana Treasury strategy"
Pending
MicroStrategy's stock (MSTR) acts as a leveraged play on Bitcoin and often outperforms it.
"MSTR's price acts as a leveraged play on BTC often outperforming BTC itself"
Pending
MicroStrategy rebranded to 'Strategy' in February 2025, signaling its commitment to being the world's first Bitcoin Treasury Company.
"the rebrand to strategy in February 2025 reflects this transformation with a new Bitcoin inspired logo and orange branding signaling its commitment to being the world's first Bitcoin Treasury Company"
Pending
Approximately 27.3 million SOL will be minted on the Solana blockchain this year due to inflation.
"this year the Salana blockchain will mint around 27.3 million soul"
Pending
Strategy (formerly MicroStrategy) unveiled its 2121 plan to raise $42 billion, split between equity and fixed-rate securities.
"Strategy also unveiled its 2121 plan which involved raising $42 billion a split evenly between $21 billion in equity and $21 billion in fixed rate securities"
Pending
Companies planning to raise capital for future SOL purchases, combined with current holdings, could result in approximately 11.4 million SOL.
"if we combine the capital that these companies plan to raise for future purchases of soul then this adds up to roughly $1.6 billion worth which at today's prices means a total of 10.8 million soul add this to the current holdings of these companies and that's a total of around 11.4 million soul"
Pending
If Solana ETFs receive similar inflows to Ethereum ETFs ($5.3 billion), it could result in approximately 35.9 million SOL being purchased.
"if we assume that these Salana products see the same amount of inflows as they did for Ethereum which is about $5.3 billion worth this would equate to roughly $ 35.9 million sold sending us beyond our original target of 27.3 million"
Pending
Solana has a total supply of approximately 600 million tokens with an annual inflation rate of 4.559%.
"salana has a total supply of around 600 million soul and an annual inflation rate of 4.559%"
Pending
Approximately 27.3 million Solana tokens will be minted this year.
"this year the Salana blockchain will mint around 27.3 million soul"
Pending
A combination of future company holdings and ETF inflows could lead to a total of 47.3 million SOL being acquired, exceeding the year's inflation target.
"if we combine this theoretical value with the totals potentially being held by these companies in the future that works out to a grand total of 47.3 million soul and that's well over our inflation target"
Pending
Solana's annual inflation rate decreases by 15% each year until it reaches a terminal rate of 1.5%.
"the Salana's inflation rate actually reduces by 15% every year and will only stop decreasing once it reaches an annual inflation rate of 1.5% called the terminal rate"
Pending
Publicly traded companies are expected to purchase billions of dollars worth of SOL in the near future.
"publicly traded companies are planning on buying billions of dollars worth of Soul in the coming months"
Pending
Janova's stock (JNVR) experienced a parabolic rise of over 2,000% after its announcement.
"its JNVR stock has since gone parabolic soaring by over 2,000%"
Pending
Despite recent underperformance, Solana is predicted to become one of the best-performing altcoins of the current cycle.
"even though Soul has been running out of steam in recent months we still think it could have the potential to pick up where it left off and be one of the best performing altcoins of this cycle"
Pending
Publicly traded companies are projected to purchase billions of dollars worth of Solana in the upcoming months.
"companies are planning on buying billions of dollars worth of Soul in the coming months"
Pending
Companies are accumulating Solana due to staking yields and its perceived future potential.
"the answer seems to be a combination of staking and yield and Salana's future potential"
Pending
Many companies view Solana as a successor to Ethereum.
"many companies seem to see that Salana is a successor to Ethereum"
Pending
Aexi's stock (UPXI) surged by over 850% in one day following news of its Solana strategy.
"aexi's UPXI stock rallied off the back of this news to the tune of over 850% in a single day"
Pending