- Solana is outpacing Ethereum with a faster, simpler blockchain and strategic staking benefits.
- Cantor Fitzgerald recommends SOL as a top crypto treasury asset.
In the ever-competitive crypto market, Solana is rapidly transforming from underdog to industry benchmark. According to Cantor Fitzgerald, a respected Wall Street firm, Solana’s unified architecture and high performance now outshine Ethereum’s fragmented structure — and even make Bitcoin look outdated.
Solana’s Edge Over Ethereum
Unlike Ethereum, which relies on external Layer 2 solutions to scale, Solana boasts a monolithic architecture. All operations — from smart contracts to transactions — happen directly on its base layer. This design brings blazing-fast speeds, near-zero fees, and seamless user experiences. Cantor’s report boldly states, “Solana’s technology is clearly superior to Ethereum in every respect.” That’s not just a technical opinion — it’s a business strategy.
Cantor initiates on Solana treasury companies (HODL CN, DFDV, UPXI) w/ OUTPERFORM ratings.
Says Solana-oriented balance sheets deserve bigger premiums than BTC co's due to native revenue opportunities & higher volatility. pic.twitter.com/Sc2eDucu1Q
— matthew sigel, recovering CFA (@matthew_sigel) June 16, 2025
Staking Without Share Dilution
Solana’s staking feature allows companies to grow their holdings without issuing new shares or diluting value. Cantor sees this as a breakthrough in crypto finance, highlighting how Solana enables “dilution-free” growth. This approach is especially appealing to firms looking to enhance balance sheets while preserving shareholder value.
Public Companies Are Buying In
At least three publicly traded firms — DeFi Development Corp., Upexi, and SOL Strategies — have already structured their treasuries around SOL. For instance:
- DeFi Development Corp has acquired 620,000 SOL and holds two validators.
- Its stock rose 20% in a single day following its Solana-based strategy.
- Cantor Fitzgerald set valuation targets of $45 for DFDV, $16 for Upexi, and C$4 for Sol Strategies.
This isn’t just speculation. These moves represent a strategic embrace of Solana’s efficiency, yield, and scalability.
Solana Becomes a Strategic Reserve
Solana is no longer chosen for novelty. It’s selected for performance and reliability. With zero fragmentation and native scalability, it offers a self-contained ecosystem. The benefits? Organic yield, faster transaction finality, and reduced operational complexity — all critical to institutional investors.
A Possible Solana ETF on the Horizon
The next milestone could be a Solana ETF, opening the door for broader adoption. While regulatory approval might take time, the direction is clear: Solana is on the rise, and both companies and investors are taking notice.
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