other material
confidence high
sentiment positive
materiality 0.50
DFDV SOL treasury reaches 2,538,010 tokens worth $309M, up 2% WoW and 10% since Aug 12
DeFi Development Corp.
- Added 47,706 SOL between Sept 21 and Sept 25, 2026, lifting total SOL and SOL equivalents to 2,538,010 from 2,490,304, a 2% week-over-week increase.
- Treasury valued at $309M; holdings up roughly 10% (over 226,000 SOL added) since the Q2 earnings report on Aug 12, 2026.
- CEO Joseph Onorati cites the recently established $300 million CHAD ATM as additional growth capital for continued SOL accumulation.
- CHAD variable-rate preferred carries a 13% annual dividend rate on its $10 stated amount, or $1.30 per share annually, paid each business day when declared.
- From June 30 to Sept 25, 2026, SOL gained about 73% versus the Nasdaq-100; DFDV shares gained about 105%, roughly 1.4x SOL's return.