I don't think SOL DeFi tokens are down specifically due to high inflation, but I think it's a large factor in why the defi is less-adopted relative to Ethereum.Recall the inflation rate of Solana is 4.215% right now, while Ethereum is ~0.74%. That's the "risk free" yield given in each ecosystem.That ~3.5% difference is all incentives for Ethereum capital to seek out productivity in DeFi, lest it's owners be left behind.On Solana, not only is the yield higher, but the process of obtaining that yield is easie ...

Core Insights - Digital Asset Treasuries (DATs) have emerged as a significant trend in corporate finance, allowing companies to hold substantial amounts of crypto assets on their balance sheets, with over $30 billion currently held by publicly traded companies [2][8] - The DAT strategy has evolved from initial Bitcoin investments to a diversified portfolio that includes various cryptocurrencies, providing companies with opportunities for yield and capital appreciation [5][8] Group 1: DAT Overview - DATs function as enhanced treasury desks, where companies raise capital through share offerings or convertible debt and convert proceeds into digital assets like Bitcoin (BTC) and Ethereum (ETH) [3] - By Q3 2025, corporate treasuries collectively held 1.13 million BTC (approximately 5% of total supply), $17.7 billion in ETH, and $3.1 billion in Solana (SOL), establishing DATs as a crucial link between traditional finance and crypto [4][6] Group 2: Portfolio Diversification - The DAT phenomenon has expanded beyond Bitcoin, with MicroStrategy holding 631,460 BTC valued at $72.6 billion, while new entrants diversify their portfolios across multiple cryptocurrencies, including Ethereum, Solana, XRP, BNB, and others [5] - Ethereum is particularly prominent in the altcoin segment, as firms utilize staking and DeFi yields to enhance income [5] Group 3: Market Impact and Comparison - DATs have gained significant traction, controlling nearly 0.83% of the global crypto market cap, indicating their growing influence in the crypto landscape [6] - While 2024 was characterized by the rise of Bitcoin and Ethereum ETFs, 2025 is marked by the dominance of DATs, which not only hold assets but also actively manage yield, contrasting with the more passive nature of ETFs [9]

Bitcoin meets DeFi with @build_on_bob 🔥🔸Simple staking, easy rewards, and a way to put your $BTC to work.BOB Fusion lets you earn Spice points by completing tasks & voting.🔸Uniswap, Chainlink, and Coinbase Ventures are already in, what are you waiting? 🤔 https://t.co/vb4TPqvlmp ...

Ready for prediction market on these KPI rewardsWould let stakers hedge their locked position (or compound it) if they believe particular KPIs are (or aren't) on the horizon.- Have $30k of locked $MEGA staking- Bet $1k on "No, MegaETH won't have 1ms blocks by end of month"Caps the opportunity cost downside while building up staking time to incease reward once a milestone is hit.BREAD | ∑: (@0xBreadguy):TLDR;Instead of constant unlocks (because time), we're doing them around key events that are collectively ...

TLDR;Instead of constant unlocks (because time), we're doing them around key events that are collectively strived for→ Eco Growth→ Technical Performance→ MegaETH and Ethereum DecentralizationThose staking $MEGA when a milestone is hit get more $MEGA.MegaETH (@megaeth_labs):Introducing KPI Rewards for $MEGAKPI Rewards links token emissions to data, not dates.We set performance and adoption targets for the network that, when hit, rewards $MEGA stakers. https://t.co/5IWLTUE3cO ...

Market Analysis & Trends - The market is currently bearish, with lower highs on the one-month view, but the weekly chart shows RSI at oversold levels, similar to October 2024 [1] - Bitcoin's performance is crucial, acting as a primary driver for the broader cryptocurrency market, including HBAR [1] Hedera (HBAR) Specifics - HBAR is currently around $0.165, with potential retesting of the lower trend line around $0.14-$0.145; key support levels to watch are $0.14 and $0.13 [1] - Hedera Foundation sent 250 million HBAR to a staking account (wallet ID 0.0.800) to drive both institutional and retail adoption [9] - New institutional-grade DeFi protocols are expected to launch on Hedera in Q1 2026 [11] Institutional Adoption & Tokenization - Arktix expanded its collaboration with Hedera, working with Federator Hermes to offer UCITS money market funds in tokenized form [1] - Federated Hermes, with $634.4 billion in money market assets under management and $830 billion total assets as of December 31st of last year, is involved in tokenizing money market funds on Hedera [1][3] - USDC on Hedera jumped by 7.8 million, reaching $172.1 million, with over 100% growth in the last month and 93% in the last week [6] DeFi Ecosystem Growth - Staking is highlighted as a significant component of the DeFi space, with liquid staking being a major player in TVL [13][14] - Hashport Network launched a faucet to provide users with a small amount of HBAR to cover initial fees for exploring DeFi on Hedera [20] - SaucerSwap Labs, a leading DEX on Hedera, crossed $4 billion in trading volume, climbing 88% to $974 million, while TVL grew 67% to $99 million in Q3 [20][21]

RT BSCN (@BSCNews)HYPERLIQUID STRATEGIES FILES S-1 TO RAISE UP TO $1B- Hyperliquid Strategies has officially filed with the SEC to raise up to $1 billion through a committed equity facility with Chardan Capital.- The funds will strengthen the firm’s balance sheet and support a strategic accumulation of its native token, $HYPE.- Currently, Hyperliquid holds 12.6M HYPE ($470M) and $305M in cash, with plans to buy more.- Hyperliquid Strategies is a merger-in-progress between Nasdaq-listed biotech Sonnet BioThe ...

RT Helius (@heliuslabs)the @Solana_Company is now staking with ussolana runs faster on helius https://t.co/FkveRPvj2D ...

Solana Company Ramps Up Staking Push With Institutional Validators as Shares Tumble► https://t.co/KG5UUXwClh https://t.co/KG5UUXwClh ...

Core Insights - Solana Company (Nasdaq: HSDT) has expanded its digital asset treasury operations by partnering with staking providers Twinstake and Helius, holding over 2.2 million SOL worth approximately $396 million [1] - The company has transitioned from developing medical devices to focusing on a Solana-based treasury strategy to stabilize its finances after a significant stock price decline [2] - HSDT's shares have experienced a dramatic drop of over 96% in six months, with a recent 6.4% decline to $6.25 [3] Company Strategy - HSDT aims to leverage its public listing to provide regulated market exposure to the Solana network, adopting its new strategy on September 15 [2] - The new agreements with Twinstake and Helius are intended to enhance institutional infrastructure for staking, voting, and reporting, positioning HSDT as a pioneer in direct staking of Solana through regulated channels [3][4] Financial Developments - The company recently completed a $500 million private raise led by Pantera Capital and Summer Capital to fund its SOL token accumulation [5] - Following the opening of resale for private investors, HSDT's share price dropped by 22% as previously restricted stock became tradable [5] Market Context - The interest in Solana-focused treasury firms is reflected in the recent acquisition of a 4.5% stake in DeFi Development Corp. by billionaire Ken Griffin, indicating ongoing investor interest in the sector [6]