TLDR
- Solana Company jumps 14.5% as staked SOL borrowing boosts liquidity.
- New structure lets SOL stay staked while enabling institutional loans.
- Stock rebounds from $1.80 low amid strategic treasury innovation.
- Company holds 2.3M SOL, second-largest Solana treasury publicly traded.
- Trend reflects broader shift to yield-driven, staked asset strategies.
Solana Company shares surged 14.51% to close at $2.21 on Friday, with after-hours trading reaching $2.28. The rally followed the launch of a new borrowing structure allowing staked SOL to remain in custody. The move aims to unlock liquidity for institutions without unstaking or selling tokens.
Solana Company, HSDT
The stock had earlier hit an all-time low near $1.80 but rebounded sharply with the announcement. Market activity reflected renewed interest in the company’s Solana-focused treasury operations. This increase partially offsets the nearly 90% decline since the strategic pivot in September last year.
The Nasdaq-listed company, formerly known as Helius Medical Technologies, now stands as a major publicly traded SOL holder. Solana Company maintains roughly 2.3 million SOL tokens, valued at about $200 million. The position makes it the second-largest Solana treasury company, after sector leader Forward Industries.
Institutional Lending Through Staked SOL
The company partnered with Anchorage Digital and Kamino to enable loans backed by SOL tokens. Borrowers can access liquidity while their SOL remains staked and segregated in custody accounts. This structure allows continuous earning of staking rewards during borrowing, improving balance sheet flexibility.
The approach addresses liquidity needs without forcing the sale of assets during a prolonged downturn in Solana-linked equities. By retaining SOL in staking accounts, the company supports both its treasury strategy and token economics. The model mirrors a broader trend in the sector toward monetizing staked assets.
Solana Company’s framework also positions it to attract institutional capital that seeks yield without sacrificing token ownership. It reduces operational risk while leveraging staked SOL for funding purposes. The strategy may influence other publicly traded crypto treasury firms to explore similar solutions.
Sector Context and Broader Implications
Solana treasury companies have faced pressure after SOL prices fell from $245 in September to near $70 last week. The decline significantly affected corporate balance sheets, increasing reliance on staking income. Firms now prioritize yield strategies over short-term token appreciation.
Peer companies are expanding staking operations alongside other offerings. SOL Strategies launched a liquid staking token backed by 500,000 SOL, creating additional revenue streams. Sharps Technology reported roughly 7% annualized staking yield while growing validator operations.
Upexi’s staking income represents the majority of revenue despite a $179 million quarterly loss due to accounting revaluations. The trend illustrates the shift toward sustainable treasury income amid market volatility. Solana Company’s borrowing innovation underscores the ongoing adaptation in publicly traded Solana-linked firms.
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