Solana reserves in treasury companies and ETFs now represent nearly 5% of the circulating supply, totaling over 20 million SOL valued at $2.6 billion. About 9.5 million SOL from these holdings is staked with validators, enhancing network security and influence.
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Solana treasury companies hold significant reserves but halted new purchases in December 2025 amid lower prices.
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ETFs extended buying streaks, accumulating 7.86 million SOL and surpassing $1 billion in assets under management.
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Staked SOL from reserves reached 9.5 million tokens; SOL price holds at $127.91 despite strong on-chain activity.
Solana reserves hit 5% of supply via treasuries & ETFs in 2025. Staking boosts validators amid price challenges. Explore holdings impact now!
Solana treasuries expanded in 2025, but stopped new buying in December. | Source: Strategic SOL reserve.What Percentage of Solana’s Circulating Supply Do ETFs and Treasury Companies Hold?
Solana reserves held by treasury companies and ETFs comprise nearly 5% of the circulating supply, amounting to more than 20 million SOL with a value of approximately $2.6 billion. These holdings include partial staking allocations that support validators and strengthen the network. Data from Strategic SOL reserve highlights this accumulation as a key development in the Solana ecosystem throughout 2025.
How Have Solana Treasury Companies Managed Their Purchases?
Solana treasury companies significantly expanded their holdings in 2025 but slowed purchases toward year-end. No net additions occurred in December, even as SOL prices dipped. Leading firms like Forward Industries, holding SOL treasuries valued at $871 million, saw stock values decline from a September peak, with market cap at $608.8 million.
Other entities followed suit. Solana Company maintains 2.3 million SOL but trades at $2.78, far below its March high of $772.50. DeFi Dev Corp, with 2.19 million SOL, dropped to $5.76 from a yearly peak of $53.88. These companies shifted focus to internal ecosystem fees and staking rewards for stability.
Strategic SOL reserve data indicates that while treasury companies achieved around 40% net gains for top performers, market enthusiasm waned post-Q3 hype. Staking nearly 9.5 million SOL across reserves provides ongoing validator support, potentially yielding returns if SOL maintains stability.
What Role Do Solana ETFs Play in Reserve Accumulation?
Solana ETFs marked a fresh inflow source in 2025, sustaining net buying over recent weeks and totaling 7.86 million SOL—pushing assets under management past $1 billion. Unlike treasuries, ETF trends can shift rapidly, but inflows persisted amid subdued SOL prices around $127.91.
Social media mindshare for Solana exceeds 10%, up 29.25% recently, reflecting robust decentralized activity. The network ranked among top fee generators in 2025 due to real economic usage in fast applications. However, SOL remains range-bound, pressured by app profit-taking despite expanded on-chain metrics.
Analysts from on-chain tracking platforms note that combined ETF and treasury influence could shape Solana’s trajectory into 2026, bolstering validator economics through staked reserves.
Frequently Asked Questions
How Much SOL Is Staked from Treasury and ETF Reserves?
Close to 9.5 million SOL from Solana reserves is staked with validators, representing a substantial portion of the 20 million SOL total holdings. This staking enhances network security and provides yield opportunities for holders, per Strategic SOL reserve figures.
Why Did Solana Treasury Stocks Decline in Late 2025?
Solana treasury company stocks like Forward Industries and DeFi Dev Corp fell from peaks due to fading hype after Q3. Despite strong SOL treasuries, no new inflows and reliance on ecosystem fees contributed to values dropping significantly by December.
Key Takeaways
- Treasuries paused buying: Solana treasury companies added no net SOL in December 2025, shifting to staking and fees.
- ETFs hit $1B milestone: Funds hold 7.86 million SOL with continued inflows, despite SOL’s $127.91 price range.
- Staking strengthens network: 9.5 million SOL staked boosts validators; monitor for 2026 price stability impacts.
Conclusion
In 2025, Solana reserves from treasury companies and ETFs reached nearly 5% of circulating supply, with significant staking allocations supporting validators. Despite purchase slowdowns and stock declines, on-chain activity remains vibrant. As SOL navigates price challenges around $127.91, these holdings position the ecosystem for potential stability and growth in 2026—track validator yields and fee generation closely.
Source: https://en.coinotag.com/solana-etfs-and-treasuries-hold-nearly-5-of-supply-as-buying-pauses
