winning strategy compared to ETH

The treasury management based on Solana is attracting the attention of numerous companies and investors, who consider this financial asset superior to Ethereum for multiple reasons. 

Cantor, an important brokerage firm on Wall Street, has recently initiated coverage of three major companies with treasury in Solana, confirming its confidence in the future of this ecosystem.

The preference for Solana as a corporate treasury asset

According to the report published by Cantor, the adoption of Solana as a treasury asset appears more logical compared to the use of ETH, the reference token of the Ethereum blockchain. The broker highlighted that companies managing their capital with Solana are aiming for a financial future that will be entirely on-chain, meaning based on decentralized systems and criptovalute, and that the most suitable blockchain for this purpose will be precisely that of Solana.

To confirm this orientation, Cantor has assigned an overweight rating to three primary entities in the Solana treasury sector:

• DeFi Development (DFDV)
• Upexi (UPXI)
• Sol Strategies (HODL)

The company estimates the target prices at 45 dollars for DFDV, 16 dollars for Upexi, and 54 Canadian dollars for Sol Strategies, indicating a significant growth potential.

Why Cantor prefers Solana to Ethereum

Despite Ethereum being the main competitor of Solana and still holding a market capitalization almost 2.5 times larger, Cantor points out that Solana’s technology is better in several fundamental aspects.

For example, the growth of developers on Solana has recently surpassed that on

Ethereum. Analysts predict that this trend will continue, further strengthening the Solana ecosystem and offering a lasting competitive advantage.

As a result, Solana positions itself as a more efficient and promising asset in the role of a store of value for treasury companies that are betting on cryptocurrencies.

The implications for companies with treasury in Solana

The report argues that companies that have adopted Solana should list their shares at a premium compared to the net asset value (NAV) held in the form of Solana. This means that the market should recognize a higher value for these companies, beyond the mere sum of the cryptocurrencies held.

This belief is based on the conviction that Solana not only represents a solid financial asset, but also embodies the idea that decentralized and on-chain finance will become dominant in the long term.

The advantages of Solana technology

Solana offers a series of technological advantages that make it a preferable choice for companies in the sector:

• Higher transaction speed: ability to process more transactions per second compared to Ethereum.
• Lower costs: lower transaction fees, making capital management more efficient.
• Rapid growth of the developer community: increase in available tools and innovations related to blockchain.

Thanks to these elements, Solana appears as the favored candidate to become the main blockchain infrastructure on which the finance of the future will be based.

Market outlook and opportunities for investors

The recognition by Cantor of the value of Solana treasury companies represents a significant breakthrough for the cryptocurrency market. The broker’s analysis suggests that those holding financial assets linked to Solana could benefit from a significant revaluation and future growth superior to traditional alternatives based on Ethereum.

For investors, this implies:

• A possible revaluation of the portfolio with companies rated “overweight” in the Solana sector.
• The necessity to consider Solana as a strategic asset in capital management.
• A growing interest in decentralized finance systems based on Solana.

Furthermore, the companies involved can expect greater recognition of their business model, thanks to technological innovation and the strategic vision of adopting Solana as a store of value.

The future of Solana in On-Chain finance

The Cantor report highlights how Solana is positioning itself at the center of an epochal transformation in finance, increasingly oriented towards decentralization and the adoption of blockchains. This transition is accompanied by a paradigm shift in corporate treasury management, now more focused on holding digital assets with superior growth potential.

In a similar context, Solana is a candidate to be the reference platform for the new digital economy, capable of meeting scalability, efficiency, and sustainability needs.

Solana Treasury: an invitation to conscious action

In light of the analyses and evaluations by Cantor, it is crucial for companies and investors to carefully consider the integration of Solana into their financial strategies. Although Ethereum continues to hold a significant position, the characteristics of Solana offer a clear opportunity for diversification and potentially higher returns.

As a result, evaluating companies of Solana treasury like DeFi Development, Upexi, and Sol Strategies can represent an important step for those who wish to be a protagonist in the evolution of finance on blockchain.

Finally, the rise of Solana invites reflection on the importance of adopting innovative technologies and looking at the long term, in view of an increasingly digital and decentralized financial ecosystem.