温馨提示：本站仅提供公开网络链接索引服务，不存储、不篡改任何第三方内容，所有内容版权归原作者所有
AI智能索引来源：http://www.bee.com/zh_cn/56196.html
点击访问原文链接

10% off on “purchased goods” + $1 billion in investment: Solana’s treasury strategy welcomes a wave of institutional inv | Bee Network

进入原网站 导航首页
10% off on “purchased goods” + $1 billion in investment: Solana’s treasury strategy welcomes a wave of institutional inv | Bee Network Login 热门新闻 备忘录启动板 人工智能代理 德西 TopChainExplorer 给 Newbee 100 倍金币 蜜蜂游戏 重要网站 必备应用程序 加密货币名人 德平 新手必备 陷阱探测器 基本工具 高级网站 交流 NFT 工具 你好、, 签出 Web3 宇宙 游戏 DApp 蜂巢 成长平台 生态 搜索 英语 充值金币 登录 下载 Web3 大学 游戏 DApp 蜂巢 生态 家•分析•10% off on “purchased goods” + $1 billion in investment: Solana’s treasury strategy welcomes a wave of institutional inv 10% off on “purchased goods” + $1 billion in investment: Solana’s treasury strategy welcomes a wave of institutional inv分析6 年前更新怀亚特 21,015 6 After Bitcoin and Ethereum pioneered treasury strategies to unlock growth, numerous altcoins followed suit. Currently, Solana is also accelerating into institutional adoption. With more 加密 giants announcing their entry into the market with low-priced chips and substantial capital, market confidence and capital momentum are poised for a new surge.

SOL Treasury strategy is about to be implemented, and it will be purchased at a discount from the foundation. Over the past year or so, the successful models of Bitcoin treasury companies like Strategy and Ethereum reserve companies like BitMine have proven themselves in the market, attracting a significant influx of capital. This trend is now rapidly extending to the Solana ecosystem, with a group of emerging SOL DATs (cryptoasset treasuries) preparing to enter the market.

On August 25th, Sharps Technology, a US-listed company, announced the completion of a private equity fundraise of over $400 million, aiming to build the world’s largest Solana digital asset vault. This round of funding attracted participation from prominent institutions such as ParaFi, Pantera, Monarq, FalconX, Phoenix Capital, RockawayXa, and Primitive Ventures. Sharps also signed a letter of intent with the Solana Foundation, intending to subscribe to $50 million of Solana at a 15% discount to the 30-day average price.

Following Sharps’s move, rumors circulated that Galaxy Digital, Jump Crypto, and Multicoin Capital were in talks with potential backers to raise approximately $1 billion to purchase SOL and to establish a digital asset fund management firm through the acquisition of an undisclosed public company. According to Bloomberg, the firms have hired Cantor Fitzgerald as lead underwriter, and the transaction is expected to close in early September.

Notably, Galaxy Digital was one of the first buyers of FTX’s locked-up SOL tokens, raising $620 million last year to establish a dedicated fund to acquire SOL tokens sold by FTX in bankruptcy. This year, they also conducted a large-scale asset swap, converting hundreds of millions of dollars worth of ETH into SOL. Jump Crypto and Multicoin Capital are also key supporters of the Solana ecosystem, with the former actively participating in ecosystem liquidity support and the latter, as an early institutional investor, having a deep portfolio investment in the Solana ecosystem.

Meanwhile, Pantera Capital is also working on a $1.25 billion plan to transform a publicly traded company into Solana Investments, raising capital in two phases: an initial $500 million, supplemented by $750 million in warrants.

As an early investor in Solana, Pantera holds a significant amount of low-cost assets. It was previously reported that it invested $250 million in 2024 to acquire a significant amount of Sol from FTX Estate at a discounted price of $59.95 (subject to a four-year vesting period). It also purchased approximately 2,000 Sol tokens from the FTX bankruptcy estate at a price of $64. Prior to this, Pantera Capital disclosed that it had invested over $300 million in DAT companies, including Sharplink Gaming, Twenty One Capital, DeFi Development Corp, and Sharps Technology.

It can be seen that these major institutional backers of Solana are concentrating their investments. They not only have considerable capital but also possess a significant leverage advantage and official support from the Solana Foundation. This allows them to maintain strategic flexibility amidst market fluctuations, while also promoting ecosystem expansion and attracting new capital, thereby further enhancing Solana’s liquidity and market acceptance. However, these institutions hold a significant amount of locked-up SOL, and there is a possibility that they may use DAT to exchange liquidity and stock price, which may pose certain market risks.

The stock price and coin price performance are flat, and the scale of holdings and appeal are insufficient. Riding the wave of enthusiasm surrounding the cryptocurrency-backed stock market, the share prices of many publicly listed reserve companies have surged, leading to a corresponding rise in the price of their tokens. However, the stock price performance of leading reserve companies like Solana has been relatively flat. Over the past month, Upexi’s stock price has risen 29.25%, DeFi Development has fallen 12.59%, Phoenix Group has risen approximately 6.63%, and SOL Strategies has fallen 29.25%.

Meanwhile, Solana’s price performance has been similarly lackluster. Over the past year, Solana has only risen 17.9%, significantly lower than Bitcoin’s 73.2% and Ethereum’s 62.3% gains over the same period, and even more dwarfing its performance during the MEME frenzy. This suggests that the existing Solana Reserve Company has limited impact on boosting Solana’s value.

The main reasons for this situation are the limitations on the scale of share purchases and market appeal.

On the one hand, the scale of increases in holdings by existing Solana reserve companies remains relatively limited, and most of them are emerging players. While several listed companies have begun building strategic Solana reserves, only a handful actually hold over $10 million. Public data shows that Upexi holds over 2 million SOL, valued at over $377 million; DeFi Development holds over 1.42 million SOL, valued at over $267 million; Phoenix Group holds over 630,000 SOL, valued at nearly $119 million; and SOL Strategies holds nearly 401,000 SOL, valued at over $75.597 million. Large-scale increases in holdings and endorsements from prominent institutions often send powerful market signals, amplifying investor expectations. In other words, larger funds and greater exposure increase their market influence, effectively driving price performance.

Second, Solana lacks a charismatic figure like Michael Saylor, founder of Strategy in the Bitcoin space, or Tom Lee, chairman of the board of BitMine in the Ethereum space. Saylor and Lee not only possess the financial muscle but also, through public speaking, media influence, and personal branding, can translate institutional strategies into market confidence, creating a replicable investment effect.

Currently, Solana Reserve lacks a brand or institutional presence with comparable influence, making it difficult to generate a confidence premium. Upexi previously sought to leverage BitMEX founder Arthur Hayes’s crypto reputation by inviting him to its advisory board. However, Hayes’s influence remains primarily concentrated in the crypto trading sector, and his reputation and resources in traditional capital markets are limited, making it difficult to create a cross-market leadership effect. In contrast, CEO Novogratz, who successfully led Galaxy’s IPO on the Nasdaq, is considered an ideal candidate. With over three decades of experience in traditional finance, including stints at Goldman Sachs and Fortress, he has accumulated extensive expertise and connections.

However, the Solana reserve market has yet to establish a leading “micro-strategy,” meaning the ecosystem still has significant room for development and may attract more institutional investors. The increasing probability of approval for the Solana spot ETF will also boost market confidence in SOL and related reserve companies, thereby amplifying the positive impact of capital inflow.

本文来源于互联网： 10% off on “purchased goods” + $1 billion in investment: Solana’s treasury strategy welcomes a wave of institutional investmentRecommended Articles

Related: AI Agent Weekly Report | ElizaOS V2 is about to be launched; MAMO’s weekly increase exceeded 100% (7.7-7.13) Original | Odaily Planet Daily ( @OdailyChina ) Author | Asher ( @Asher_0210 ) Secondary market performance of AI Agent sector As of today, according to Coingecko data, the AI Agent sector has increased by 9.1% in the past week; the current total market value is $ 6,451,008,919 , ranking 61st in the sector ranking, down 2 places from the total market value sector ranking last week. In the past week, the number of tokens in the AI Agent sector has increased from 492 to 498, with 6 projects added, ranking 11th in the sector ranking, currently second only to the Bridged-代币s sector (the number of Bridged-Tokens sector is 507). Among the 498 AI Agent projects that have issued tokens, 70 projects have seen positive growth, and several of the…

#分析# 比特币# 加密# 定义# 以太坊# 交易所# 市场# 代币© 版权声明文章版权归作者所有，未经允许请勿转载。 上一篇 24-Hour Hot Coins and News | The probability of a September Fed rate cut increases significantly; Arthur Hayes predicts 下一篇 AAVE V4 Upgrade: Modularization Reshapes Lending, Can the Old Coin Become Popular Again?Recommended Articles 相关文章 Odaily Exclusive Interview with Moonbirds Head Spencer: From World-Class Fencer to NFT Revivalist 6086cf14eb90bc67ca4fc62b 21,813 5 Will IBIT Really Trigger a Full Market Liquidation? 6086cf14eb90bc67ca4fc62b 7,697 1 What are the crypto stocks speculating on? A look at the hottest crypto stocks in the U.S. 6086cf14eb90bc67ca4fc62b 28,527 1 The Curve team is starting a new business. Will Yield Basis become the next phenomenal DeFi application? 6086cf14eb90bc67ca4fc62b 19,025 1 X Personally Terminates InfoFi Incentive Model, Marking the End of the “Mouth Farming” Era 6086cf14eb90bc67ca4fc62b 9,070 When Big Money Gets Serious, RWA’s Liquidity Issues Come to the Fore 6086cf14eb90bc67ca4fc62b 9,251 无评论 您必须登录后才能发表评论！ 立即登录 没有评论... 最新文章 Did Jane Street “Manipulate” BTC? Decoding the AP System, Understanding the Power Struggle Behind ETF Creation and Redemption Pricing 18小时前 583 Stop Comparing Bitcoin to Gold—It’s Now a High-Volatility Software Stock 18小时前 672 Matrixport Research: $25 Billion Gamma Unwinding Imminent, Liquidity Yet to Return Behind the Rebound 18小时前 619 ERC-5564: Ethereum’s Stealth Era Has Arrived, Receiving Addresses No Longer ‘Exposed’ 18小时前 533 Hong Kong Regulatory Green Light: Asseto Enables DL Holdings to Achieve Compliance for Two RWA Business Implementations 18小时前 598 热门网站TempoLighterGAIB滑翔机普朗克雷尔斯BCPokerVooi Bee.com 全球最大的 Web3 门户网站 合作伙伴 硬币卡 Binance CoinMarketCap CoinGecko Coinlive 装甲 下载蜜蜂网络APP，开始web3之旅 白皮书 角色 常见问题 © 2021-2026.保留所有权利。. 隐私政策 | 服务条款 下载蜜蜂网络 APP 并开始 web3 之旅 全球最大的 Web3 门户网站 合作伙伴 CoinCarp Binance CoinMarketCap CoinGecko Coinlive Armors 白皮书 角色 常见问题 © 2021-2026.保留所有权利。. 隐私政策 | 服务条款 搜索 搜索InSite链上社会新闻 热门推荐： 空投猎人 数据分析 加密货币名人 陷阱探测器 简体中文 English 繁體中文 日本語 Tiếng Việt العربية 한국어 Bahasa Indonesia हिन्दी اردو Русский 简体中文

智能索引记录