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SOL Strategies CEO: How Solana Treasury Companies Are Driving Institutional Blockchain Adoption

SOL Strategies CEO: How Solana Treasury Companies Are Driving Institutional Blockchain Adoption

Published:
2025-09-10 21:00:07
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SOL Strategies CEO discusses Solana treasury companies’ role in driving institutional blockchain adoption

Institutional adoption of blockchain technology is accelerating—and Solana treasury companies are leading the charge. SOL Strategies CEO reveals how these entities are bridging traditional finance with decentralized infrastructure.

Breaking Down the Institutional Barrier

Treasury management firms specializing in Solana are deploying capital into blockchain infrastructure, validator networks, and DeFi protocols. They're not just investing—they're building the rails for mainstream financial integration.

The numbers speak for themselves: Solana's institutional inflows have surged, with treasury companies allocating billions into ecosystem development. These aren't speculative plays—they're strategic infrastructure bets that traditional finance finally understands.

While Wall Street still debates blockchain's value, Solana treasury firms are busy actually implementing solutions that cut settlement times from days to seconds. Because nothing motivates adoption like watching competitors bypass legacy systems entirely.

One cynical finance jab? Traditional banks are still trying to figure out blockchain while crypto-native firms are already rebuilding the entire financial stack—proving once again that innovation happens despite institutional inertia, not because of it.

DAT dynamics

Addressing concerns about digital asset treasury (DAT) company valuations, Wald acknowledged that many firms that added Bitcoin now trade at discounts to multiple of Bitcoin NAV (mNAV), including Bitcoin miners.

A Sept. 2 report by Grayscale highlighted a decreasing mNAV for DAT companies, suggesting a cooling of interest from investors.

However, she expressed confidence that SOL Strategies’ dual approach as both a technology company and treasury accumulator provides competitive advantages during market downturns.

Wald stated:

“It does not scare us. I think it positions us in a position of strength because we’re the only ones running a real business and it’s a business that continues to accumulate and compound.”

She noted that discount trading environments place pressure on management teams to execute validator business models effectively rather than relying solely on asset appreciation.

SOL Strategies differentiates itself by calling the company “DAT plus plus,” emphasizing technology development alongside treasury accumulation.

Wald described the firm as a technology company first, with treasury accumulation as a secondary function, contrasting with purely speculative treasury models.

SOL Strategies added SOL to its treasury and started trading on Nasdaq on Sept. 9 under the ticker STKE.

Infrastructure validation

Despite being the second-largest decentralized ecosystem, with over $12 billion in total value locked, Solana still represents a small fraction of the tokenization landscape.

Institutions deployed nearly $500 million using Solana’s infrastructure, representing 3.1% of this market. In comparison, ethereum has a 52% dominance over tokenization efforts.

Wald sees institutional treasury companies as catalysts for closing this gap through education and validation efforts.

She explained:

“I do think that any ETF, like any well-respected issuer or well-respected company, anyone that puts boots on the ground on education is only going to help Solana, the network, grow and succeed.”

She emphasized validation and adoption benefits from proper educational initiatives about Solana’s technical advantages.

Wald stressed the significant institutional interest, including BlackRock’s plans to launch a yield fund on Solana alongside existing tokenized products from Apollo and Franklin Templeton.

She listed these developments as evidence of growing institutional recognition of Solana’s capabilities for tokenization and digital asset infrastructure.

Wald concluded by positioning treasury companies as educational ambassadors for Solana’s institutional adoption journey:

“It’s on all of us out there to educate why we think that it’s better, cheaper, faster, quicker, all those different merits to get there. Hopefully, with all the DAT leaders out there providing education, it should snowball.”

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