BOCA RATON, FL, Feb. 17, 2026 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (the “Company”), the first US public company with a treasury strategy built to accumulate and compound Solana (“SOL”), today provided an update to its SOL per Share (“SPS”) guidance. The Company’s SPS guidance for June 2026 is now 0.085, compared to prior guidance of 0.1650. The Company’s long-term target of 1.0 SPS by December 2028 remains unchanged. The Company will provide additional detail, including underlying assum ...

Group 1 - DeFi Development Corp. is the first US public company with a treasury strategy focused on accumulating and compounding Solana (SOL) [1][4] - The company will publish its fourth quarter and full year 2025 financial results and business outlook on March 30, 2026 [1] - A video update featuring key executives will be available on March 31, 2026, addressing strategic highlights and answering pre-submitted questions from investors [2] Group 2 - The company's treasury policy allocates its principal holding to SOL, providing investors with direct economic exposure to the asset [4] - DeFi Development Corp. operates its own validator infrastructure, generating staking rewards and fees from delegated stake [4] - The company is actively engaged in decentralized finance (DeFi) opportunities and is exploring innovative ways to support the Solana ecosystem [4]

Group 1 - DeFi Development Corp. is the first US public company with a treasury strategy focused on accumulating and compounding Solana (SOL) [1][4] - The company will publish its fourth quarter and full year 2025 financial results and business outlook on March 30, 2026 [1] - A video update featuring key executives will be available on March 31, 2026, addressing strategic highlights and answering pre-submitted questions from investors [2] Group 2 - The company's treasury policy allocates its principal holding to SOL, providing investors with direct economic exposure to the cryptocurrency [4] - DeFi Development Corp. operates its own validator infrastructure, generating staking rewards and fees from delegated stake [4] - The company is actively engaged in decentralized finance (DeFi) opportunities and is exploring innovative ways to support the Solana ecosystem [4]

Market Overview - Bitcoin (BTC) reached $71,000 after a previous drop to $60,000, marking a rise of over 6% in the last 24 hours [1] - The total crypto market capitalization increased by 4.5% to $2.45 trillion [1] - The recovery in Bitcoin prices led to significant rallies in popular crypto stocks, with increases of up to 25% [1] Company Specifics - MicroStrategy (Nasdaq: MSTR), the largest Bitcoin treasury company, holds 713,502 BTC and reported a net loss of $12.4 billion in the last quarter of 2025 due to the Bitcoin crash [2][3] - Despite the loss, co-founder Michael Saylor stated that the company's balance sheet is secure unless Bitcoin drops to $8,000 and remains there for several months [3] - MSTR stock closed at $106.99 but surged as high as 25% to an intraday high of $134 on February 6, trading at $132.44 at the time of writing [3] Other Companies - Bitfarms Ltd. (Nasdaq: BITF) announced its redomiciliation from Canada to the U.S. and rebranding as Keel Infrastructure, resulting in a stock increase of over 26% to $2.15 [4] - DeFi Development Corp. (Nasdaq: DFDV) reported January holdings of approximately 2.22 million SOL, leading to a 22% stock rise to $3.665 [5] - Bakkt Inc. (NYSE: BKKT), a crypto financial infrastructure company, saw its stock rise more than 22% to $12.09 [5] - Marathon Digital Holdings (Nasdaq: MARA), the second-largest Bitcoin company, transferred 1,318 BTC worth approximately $87 million but still experienced a stock rally of over 20%, trading at $8.12 [6] - Robinhood Markets (Nasdaq: HOOD) reported a nearly 13.67% increase, trading at $82.62 [7]

Core Insights - DeFi Development Corp. (Nasdaq: DFDV) is the first public company with a treasury strategy focused on accumulating and compounding Solana (SOL) [1] Group 1: Company Developments - In January 2026, DFDV expanded its infrastructure for its Solana-first Digital Asset Treasury strategy through new partnerships and product integrations, including collaborations with Hylo and Solstice YieldVault, and integration with RateX's Mooncake platform [2] - The company appointed Hadley Stern to its Board of Directors and established a revolving credit facility with its UK affiliate, enhancing governance and global operations [3] - DFDV reported treasury holdings of approximately 2.22 million SOL, equating to 0.0743 SOL per Share (SPS), alongside growth in dfdvSOL supply and tokenized-equity trading activity [3] Group 2: Educational Initiatives - January included a series of institutional presentations, podcast appearances, and educational video releases focused on Digital Asset Treasuries, validator economics, and long-term SOL-per-share compounding [4] Group 3: Business Model - DeFi Development Corp. has adopted a treasury policy where the principal holding in its treasury reserve is allocated to SOL, providing investors with direct economic exposure to SOL while participating in the growth of the Solana ecosystem [5] - The company operates its own validator infrastructure, generating staking rewards and fees from delegated stake, and is engaged in decentralized finance (DeFi) opportunities [5]

Summary of DeFi Development Corp. (NasdaqCM:DFDV) Monthly Business Recap - February 5, 2026 Company Overview - **Company**: DeFi Development Corp. (DFDV) - **Industry**: Decentralized Finance (DeFi) Key Highlights Financial Performance - **Balance Sheet**: Approximately 2.2 million SOL held - **SPS (Stock Price)**: 0.0743 - **DFDV SOL Supply**: Over 512,000 SOL - **Trading Volume**: DFDVX (tokenized equity) recorded over $30 million in trading volume [5][6] Partnerships and Integrations - Expanded on-chain yield and treasury infrastructure through new integrations with HILO, Mooncake, Solstice, Yield Vault, and Jupiter Lend [5][6] Governance and Leadership - Added Hadley Stern, former Chief Commercial Officer at Marinade Finance, to the DFDV board [6][44] - Established a new revolving credit facility with DFDV UK [6] Market Conditions and Strategy - Current market conditions are volatile, with Bitcoin experiencing significant price drops, indicating a potential bear market [8][12] - The company is focused on long-term growth and development, emphasizing the importance of building during bear markets [19][20][22] Capital Allocation and Buybacks - The company is exploring preferred stock issuance but faces challenges due to current market conditions [39][40] - Engaged in share buybacks to grow SOL per share for long-term holders, with a focus on sustainable growth [41][42][43] Regulatory Environment - DFDV UK is navigating a more stringent regulatory environment compared to the U.S., which may slow down progress but is seen as a long-term opportunity [48][49] Experimentation with New Products - Launched a meme coin as an experiment to engage with the DeFi community and explore new avenues for growth and incentives [63][64][66] Additional Insights - The company acknowledges the current skepticism in the market but remains committed to its long-term vision and operational strategies [68] - Emphasizes the importance of building a robust foundation during market downturns, which historically leads to successful projects in subsequent bull markets [19][20] Conclusion - DeFi Development Corp. is actively navigating a challenging market environment while focusing on strategic growth, partnerships, and innovative product offerings. The leadership remains optimistic about the future and is committed to building a sustainable business model in the DeFi space.

Core Insights - DeFi Development Corp. has announced that its liquid staking token, dfdvSOL, is now listed as collateral on Jupiter Lend, enhancing its utility within the Solana ecosystem [1][2] Company Overview - DeFi Development Corp. is the first US public company with a treasury strategy focused on accumulating and compounding Solana (SOL) [1] - The company operates its own validator infrastructure, generating staking rewards and fees from delegated stake, while actively participating in the growth of the Solana ecosystem [5] Product and Market Integration - dfdvSOL holders can borrow against their positions with loan-to-value ratios of up to 92% and a liquidation threshold of 93%, allowing for leveraged strategies with a maximum multiplier of 12.49x [3] - The integration with Jupiter Lend allows users to unlock liquidity from their staked SOL exposure, significantly expanding the utility of dfdvSOL across decentralized finance markets [2][4] Strategic Goals - The listing of dfdvSOL on Jupiter Lend is seen as a major step in establishing it as a core component of Solana DeFi, enabling capital-efficient lending strategies [4] - The company aims to enhance capital efficiency on its balance sheet and strengthen its presence within the Solana ecosystem through the expanded deployment of dfdvSOL across DeFi protocols [4]

Core Insights - DeFi Development Corp. has announced that its liquid staking token, dfdvSOL, is now listed as collateral on Jupiter Lend, enhancing its utility within the Solana ecosystem [1][2] Company Overview - DeFi Development Corp. is the first US public company with a treasury strategy focused on accumulating and compounding Solana (SOL) [1] - The company operates its own validator infrastructure, generating staking rewards and fees from delegated stake, while actively participating in the growth of the Solana ecosystem [5] Product and Market Integration - dfdvSOL holders can borrow against their positions with loan-to-value ratios of up to 92% and a liquidation threshold of 93%, allowing for leveraged strategies with a maximum multiplier of 12.49x [3] - The integration with Jupiter Lend allows users to unlock liquidity from their staked SOL exposure, significantly expanding the utility of dfdvSOL across decentralized finance markets [2][4] Strategic Goals - The listing of dfdvSOL on Jupiter Lend is seen as a major step in establishing it as a core component of Solana DeFi, enabling capital-efficient lending strategies [4] - The company aims to enhance capital efficiency on its balance sheet and strengthen its presence within the Solana ecosystem through the expanded deployment of dfdvSOL across DeFi protocols [4]

BOCA RATON, FL, Feb. 04, 2026 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (“DFDV” or the “Company”), the first U.S. public company with a treasury strategy built around accumulating and compounding Solana (SOL), today announced it will host a live X Spaces event on Thursday, February 5, 2026, at 2:30 PM ET. The event will provide shareholders, analysts, and the broader community with a comprehensive recap of DFDV’s progress during January 2026. Participants can join the live event by visiting ...

Core Insights - DeFi Development Corp. has appointed Hadley Stern to its Board of Directors, enhancing its leadership in the digital asset space [1][4] Group 1: Company Overview - DeFi Development Corp. is the first public company with a treasury strategy focused on accumulating and compounding Solana (SOL) [1] - The company has adopted a treasury policy where the principal holding in its treasury reserve is allocated to SOL, providing investors with direct economic exposure to SOL while participating in the growth of the Solana ecosystem [5] - DeFi Development Corp. operates its own validator infrastructure, generating staking rewards and fees from delegated stake, and is engaged in decentralized finance (DeFi) opportunities [5] Group 2: Leadership and Expertise - Hadley Stern brings over a decade of experience in digital assets, blockchain infrastructure, custody, compliance, and institutional adoption [2] - His previous roles include Senior Vice President at Fidelity Labs, where he launched a blockchain-specific incubator, and Chief Operating Officer at Bloq, focusing on blockchain infrastructure [3] - Stern's experience includes serving as Chief Compliance Officer at Marinade Labs and Head of Global Digital Asset Custody at The Bank of New York Mellon, where he launched the first bank-grade digital asset custody platform for bitcoin and ethereum [3] Group 3: Strategic Vision - The CEO of DeFi Development Corp. emphasized that Stern's background at the intersection of institutional finance and Solana infrastructure will be invaluable for executing the company's treasury strategy [4] - Stern expressed excitement about joining the board at a time of increasing institutional interest in Solana and on-chain yield, highlighting the company's innovative approach to digital asset treasury management [4]