Archive
Solana Reborn: 3 Network Changes That Could Catapult SOL To New Highs
Solana's next chapter may not be defined by faster transactions or greater adoption, but by stronger tokenomics. Three proposed network upgrades could reduce issuance, increase staking participation, and dramatically expand SOL burns, creating a tighter link between network growth and value accrual for holders.
April & May 2026 Recap: Focused on What Matters Most
Markets may slow down, but execution doesn't. Over the past two months, we remained focused on growing SOL Per Share, expanding the Digital Asset Treasury ecosystem, and strengthening DFDV's position as the premier vehicle for leveraged SOL exposure.
Digital Credit & Private Credit: The Case for a New Yield Category
What if private credit's biggest advantage was never the yield, but the lack of transparency? As digital credit brings double-digit income, daily liquidity, and real-time visibility to investors of all sizes, the traditional private credit model is facing its first serious challenger.
SOL & the Digital City: A New Way to Value Layer 1 Tokens
A new framework for valuing SOL based on structural demand and constrained free float, reframing it as scarce digital real estate within a rapidly expanding onchain economy. Under our base case assumptions, the model implies a long-term price of approximately $10,000 per SOL.
Jan. 2026 Recap: New Year, Same Mission
January was a quieter month for headlines, but not for progress. From new onchain yield partnerships and dfdvSOL integrations to board-level additions and expanded UK operations, DeFi Development Corp. continued building the infrastructure behind its SOL-first Digital Asset Treasury strategy. We also delivered a full slate of educational content and shareholder engagement focused on compounding SOL per share over the long run.
