千亿级SOL储备蓄势待发：Galaxy等巨头拟投入10亿美元重塑Solana生态
Galaxy Digital, Jump Crypto, and Multicoin Capital are reportedly nearing a $1 billion acquisition of Solana (SOL) tokens, aiming to establish the largest single corporate treasury dedicated to the network. The plan involves acquiring an undisclosed publicly traded entity and consolidating SOL holdings, potentially more than doubling the size of existing reserves. Cantor Fitzgerald is acting as the lead banker for the transaction, which has received backing from the Solana Foundation and is expected to finalize in early September.
This significant capital injection and treasury formation could exert considerable pressure on SOL's circulating supply, potentially leading to a supply squeeze and amplifying price movements. The move underscores a growing trend of institutional adoption and treasury diversification into digital assets, mirroring strategies seen with Bitcoin and Ethereum. Solana's recent price surge, driven by increased network activity, developer interest, and corporate treasury additions, positions this potential acquisition as a catalyst for further momentum.
The proposed $1 billion treasury would dwarf current institutional holdings, such as Upexi Inc.'s approximately $415 million SOL reserve. It also follows recent significant SOL acquisitions and treasury-building plans by companies like DeFi Development Corp and Bit Mining. The concentration of SOL within these large treasuries, even before this potential deal, already represents a notable portion of the circulating supply, highlighting the potential impact on market liquidity and price dynamics.
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