In a market where Bitcoin (BTC) trains appear to have left, some businesses are looking for new roads to strengthen their balances.
Cryptocurrencies like Solana (Sun) appear as strategic alternatives. Recent analysts and data suggest that even though they are not without risk, companies that bet on the sun may be positioned for significant growth.
Although some companies that chose to include cryptocurrency in the Ministry of Finance were late to accumulating BTC, Sol and Ether (ETH), Ethereum Cryptocurrency offers an attractive opportunity.
Their high ratings make it difficult for investors to find accessible entry points, according to an analysis by Mandela Amouths, a financial analyst who adopted the strategy in the first semester of 2025. but, The focus on cryptocurrency as the sun has gained tractionstrategic Solana Reserve Data shows that 13 companies, including stock markets and investment funds, have accumulated 8.68 million suns, up 136% since June.
For example, Sharps Technology leads with 21.4 million suns (worth 436 million), followed by Upexi with 2 million suns (407 million). Defi Development (DFDV), 183 million Suns (373 million)takes third place.
Development case
Defi Development, one of the pioneers of adopting the Sun as an aggressive financial, demonstrates the possibilities and challenges of this strategy.
Amoussou highlights that 57% of the 1.83 million suns were acquired for less than $150totaling $373 million worth of 1,043 million suns (213 million at current prices).
This advantage of advantageous costs, combined with the operation of Solana Validator, allows DFDV to generate revenue from staking and committees, and strengthen the Ministry of Finance.
“Companies implementing cryptocurrency financial strategies converge on long-term assets papers, but each has a differentiated approach in the management of the Ministry of Finance.
Market cooling and opportunities
Despite initial enthusiasm, the market shows signs of cooling. DFDV, for example, fell by more than 70% from the maximum in April in April after announcing its move to SOL, and fell by 20% on Tuesday to raise $125 million to buy the Sun. This change is in contrast to a few months ago when similar ads quickly increased.
Amoussou points out that currently 1.12 times the market value of DFDV (MNAV of net asset value) suggests an attractive valuation.
However, he warns: “Connecting a low MNAV rating as an opportunity to reduce impulse signals or at a lower risk of entry depends on the investor’s personal position.”
Solana’s growth perspective
Another financial analyst, Mike Faye said, “Despite some concerns about Solana’s use, I think the Sun could return to visit its historic maximum this year, potentially creating something new.”
Experts emphasize that Companies have an advantage over retail investors and are gaining a large amount of sun Without a sudden rise in prices.
“At the current level, it’s starting to become attractive again with early pivots to SOL, an average low-cost base, a strategy to block blocked sun and discounts, and an early pivot to SOL that provides staking and validator revenue performance that is the basis of cumulative growth.”
Financial analyst Mandela Amssaw.
Risks and decisions
Not everything is optimistic. Possibility of dilution of actions, compression of premiums on liquidity values, and less enthusiasm for cryptocurrency treasures are potential risks.
On top of that, Bitcoin domains can limit the impulse of the sunAlthough adoption in the Mobile Web3 initiative suggests a solid future.
For investors, decisions depend on your risk tolerance. “The conclusion is not generalizable, but it’s personalized,” says Amoussou. “Is this a cost profile you want to keep?” As metrics like Mnav and Solnav are still evolving, companies that bet on the sun, such as DFDV, are not allowed They can offer unique opportunities on the condition that the market recovers impulses.
In the context in which cryptocurrency treasures redefine corporate strategy, Solana is positioned as a key asset. Companies that acted quickly in development could have built their foundations for great success, but only time would say if they could take advantage of the upward potential of the sun.
