What This Solana’s 108% Growth Means For The Price | Solana News
The newest shareholder letter from DeFi Development Corp., a Nasdaq-listed Solana treasury company, reveals that its totally transformed SOL per share has grown 108% over the previous yr, rising from 0.0322 on May 13, 2025, to 0.0670 on May 13, 2026.
The growth is notable as a result of it got here during a tough period for Solana’s price motion, notably within the first quarter of 2026, the place the SOL price has been battling bearish momentum.
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Solana Treasury Growth Shows A New Source Of Demand
According to a May shareholder letter from DeFi Development Corp., a Solana treasury company, the company has more than doubled its totally transformed SOL per share into 108%.
The 108% growth highlighted by DeFi Development Corp. relies on SOL per share, a metric the company makes use of to measure how a lot Solana backs every totally transformed share. The company reported 2,294,576 SOL and SOL equivalents as of May 13, 2026, with roughly 34.2 million totally transformed shares excellent. Interestingly, its totally transformed SPS rose 1% from March 30 to May 13 and 108% from the identical date final yr to 0.0670 as of May 13, 2026.
DeFi Development Corp. isn’t merely shopping for SOL and ready for price appreciation. The company mentioned more than 25% of its treasury is deployed onchain, whereas its validator operations generate about 7.5% yield in comparison with roughly 3.9% from staking SOL by way of Coinbase. The shareholder letter additionally estimated that this unfold represents about $7.6 million in annualized incremental yield on its present treasury.
What This 108% Growth Means For Solana Price
This 108% growth in DeFi Development Corp.’s totally transformed SOL per share reveals that Solana is starting to draw the identical type of company treasury conviction just like Bitcoin and Ethereum. Bitcoin has had firms comparable to Strategy, Metaplanet, and MARA Holdings building stability sheet methods round BTC. Ethereum has additionally developed its own treasury class, with firms like BitMine Immersion Technologies.
DeFi Development Corp.’s strategy is constructed round accumulating SOL, staking it, deploying half of it throughout Solana DeFi, and utilizing capital markets solely when it could actually increase SOL publicity per share. This means SOL is attracting a class of demand that’s more structured than regular spot-market shopping for.
Interestingly, DeFi Development Corp. is one of a few different firms that maintain SOL as their major company reserve asset. Other firms like Forward Industries, Inc. and Upexi Inc. even have hundreds of thousands of SOL tokens on their stability sheets.
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This has actual price implications for Solana, as this creates a completely different type of demand base. Treasury firms like these talked about above are long-term holders. Retail demand can disappear shortly, however company treasury demand is more structured and often tied to long-term conviction.
Featured image from Bunq, chart from TradingView
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