---
schema_version: "secwatch.filing_event.v1"
accession: "0001805526-26-000125"
form_type: "8-K"
ticker: "DFDV"
cik: "0001805526"
company_name: "DeFi Development Corp."
filed_at: "2026-10-05T12:19:10+00:00"
generated_at: "2026-10-12T14:45:32.433553+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.62
calibrated_materiality_score: 0.62
confidence: "high"
source: SEC EDGAR
---

# DeFi Development adds 26,203 SOL; treasury hits 2,564,212 SOL worth $302M, up 11% since Aug 12

## Summary
- SOL and SOL equivalents rose to 2,564,212 as of Oct 2 from 2,538,010 on Sept 25 (+1%); treasury valued at $302M.
- Preliminary Sept 30 estimates vs Aug 12: double-digit growth in SOL per share, more than 100% growth in NAV per share and in cash and equivalents, reduced notional SOL borrowings.
- Company added ~26,203 SOL between Sept 28 and Oct 2, lifting total holdings ~11% since its Aug 12 Q2 earnings report.
- CHAD, the Variable Rate Series C Perpetual Preferred, carries a 13% annual dividend rate; its $300M ATM is cited as growth capital for SOL accumulation.
- CEO Joseph Onorati: "We expect to report double digit growth in SOL per share and more than a doubling of NAV per share since our August update."

## SEC filing metadata
- accession: 0001805526-26-000125
- form_type: 8-K
- ticker: DFDV
- cik: 0001805526
- company_name: DeFi Development Corp.
- filed_at: 2026-10-05T12:19:10+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.62
- calibrated_materiality_score: 0.62
- confidence: high
- sec_items: 2.02, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1805526/000180552626000125/0001805526-26-000125-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1805526/000180552626000125/dfdv-20261005.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001805526-26-000125
- JSON: https://secwatch.observer/filing/0001805526-26-000125.json
- Plain text: https://secwatch.observer/filing/0001805526-26-000125.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.