secwatch.observer — SEC 8-K summary
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Issuer:     DeFi Development Corp. (DFDV)
CIK:        0001805526
Form:       8-K
Filed at:   2026-10-05T12:19:10+00:00
Accession:  0001805526-26-000125
Event type: earnings
Sentiment:  positive
Materiality: 0.62
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1805526/000180552626000125/0001805526-26-000125-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1805526/000180552626000125/dfdv-20261005.htm
  HTML page:      https://secwatch.observer/filing/0001805526-26-000125

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