Solana Company has significantly increased its SOL reserves, actively responding to the growing institutional interest in the blockchain ecosystem. Since the beginning of October, the organization has acquired an additional 1 million coins, bringing its portfolio to over 2.3 million SOL. Currently, these assets are valued at approximately $460 million.
This is reported by Business • Media
Strengthening Solana Company’s Market Position
In addition to its large SOL reserves, the company holds over $15 million in cash and stablecoins, allowing it to quickly respond to market opportunities and expand its portfolio as part of its digital treasury strategy. According to company representatives, the gross yield from staking reaches 7.03% per annum (APY), which is 36 basis points above the average among leading network validators.
“An active staking strategy with automatic reinvestment of rewards allows Solana Company to consistently achieve alpha, exceeding the benchmark by more than 35 basis points,” noted Pantera Capital analyst Cosmo Jiang.
Analysts point out that this aligns with the global trend towards increased efficiency in blockchain networks and the expansion of investment product offerings. Key events include the launch of spot Solana ETFs in the U.S. by Bitwise and Grayscale Investments, expanded access to SOL for millions of investors through Fidelity, and the launch of the first spot Solana ETF in Hong Kong by ChinaAMC.
Growth of Economic Indicators and New Financial Instruments
Solana continues to demonstrate high network metrics: over 3.7 million active wallets daily, and more than 3,500 transactions per second. Activity is also increasing beyond the financial sector. For instance, Western Union plans to launch the USDPT stablecoin on the Solana blockchain in the first half of 2026, which will help reduce costs and speed up international transfers in collaboration with Anchorage Digital Bank and in accordance with the regulatory requirements of the GENIUS Act.
In 2024–2025, a sharp increase in the revenues of the Solana ecosystem is observed: in one year (October 2024 – September 2025), $2.85 billion was generated, which is 220 times higher than the figure from two years ago. The main sources of income have been DeFi, trading, meme coins, DePIN projects, and AI-based applications. The peak of activity occurred in January 2025, when revenues exceeded $600 million in a month.
The capital market is also responding with the emergence of new instruments. Solana Company announced its intention to buy back 5% of the SOL supply for over $6 billion. JPMorgan forecasts that in the first year of Solana ETF operations, funds could attract up to $1.5 billion, although investor demand remains “limited.” In October 2025, Bitwise launched the BSOL ETF with staking, while Grayscale Investments is preparing to list a convertible trust on Solana (SOL).