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The battle for crypto market share is in full swing. In a decentralized world, monopoly has no place. Each project fights to attract users and investors. And Solana, long seen as an outsider, is now setting the pace. With solid technical performance and rising institutional adoption, it is outpacing its rivals. Today, even well-known analysts recommend making SOL a strategic treasury asset.
In brief
- Solana offers superior performance to Ethereum thanks to its unique monolithic architecture without fragmentation.
- Staking SOL allows companies to grow without diluting their shareholders, according to Cantor.
- Three publicly traded companies have adopted Solana in their treasury with highly valued stocks.
- Solana combines speed, low cost, yield, and growth, establishing itself as a benchmark in the corporate crypto ecosystem.
Solana versus Ethereum and Bitcoin: A straightforward crypto comeback
Cantor Fitzgerald gets straight to the point: Solana has gained the upper hand. Where Bitcoin remains non-productive and Ethereum depends on external solutions, Solana operates as a single block. “Solana’s technology is clearly superior to Ethereum in every respect“, the report reads. The statement is direct. It disturbs. But it sums it all up.
Ethereum, despite its history, suffers from technical fragmentation. The famous Layer 2 solutions fragment the experience. Solana, on the other hand, offers a monolithic architecture. Result: fast transactions, ridiculously low fees, native scalability. This efficiency attracts. And companies have understood it.
Bitcoin does not allow staking. Ethereum struggles to provide optimized yield. Solana, for its part, allows companies to grow their crypto assets while preserving their capital.
Combining staking and treasury should grow SOL per share faster than BTC.
Cantor Fitzgerald
This is an aggressive vision. And it works.
Three publicly traded companies — DeFi Development Corp., Upexi, SOL Strategies — have structured their balance sheets around Solana. The message is clear: Solana is no longer chosen out of curiosity. It is chosen for its strategic value.
Integrated blockchain, organic yield: Solana’s technical ascent
Solana is not just faster. It is more coherent. Its structure avoids technological workarounds. No need for external tools. All operations occur on the base layer. This changes everything.
Cantor Fitzgerald bets on this efficiency. According to their analysts, Solana allows “dilution-free” growth: companies do not need to issue shares to fund accumulating SOL. Staking increases reserves internally. This is a major innovation in crypto finance.
The targeted companies are not anecdotal. DeFi Development already owns two Solana validators, a liquid staking token, and strategic partnerships. Its stock jumped 20% in one day. Cantor sets a $45 target. Upexi, less technically exposed, benefits from good trading volume. Sol Strategies, finally, multiplies validator nodes and alliances in the Solana ecosystem.
This rise in power also relies on a change of perception. Solana is no longer seen as an exotic challenger. It is considered a pillar. A solid technological foundation for modern balance sheets.
The bet of crypto companies on Solana: numbers that speak
The shift to Solana is confirmed. Several publicly traded companies are betting on SOL as a strategic reserve. It is no longer just a trendy crypto. It is an accounting resource.
- 620,000 SOL purchased by DeFi Development Corp since April 2025;
- Valuation targets: $45 for DFDV, $16 for Upexi, C$4 for Sol Strategies;
- 28% increase for a company that launched a SOL reserve;
- 0 fragmentation: Solana integrates everything, no Layer 2 needed.;
- 75% upside potential on Solana-related stocks according to Cantor Fitzgerald.
These numbers do not come out of nowhere. They are anchored in concrete strategies: staking, partnerships, validators, presence on US and Canadian markets. DeFi Development even benefits from a $5 billion credit line to finance its purchases. These are well thought-out decisions, not gambles. They reflect a paradigm shift: Solana is no longer a gamble, it is a method.
Solana no longer wants to limit itself to convincing companies. It now also targets individuals and institutional investors. The next step? The anticipated launch of a Solana ETF. But approval could take much longer than expected. Yet, one thing is clear: Solana is moving forward. Sometimes slowly. But always with coherence.
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La révolution blockchain et crypto est en marche ! Et le jour où les impacts se feront ressentir sur l’économie la plus vulnérable de ce Monde, contre toute espérance, je dirai que j’y étais pour quelque chose
DISCLAIMER
The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.
