DeFi Development (DFDV) Company Report

DeFi Development Corp. (DFDV) reported treasury holdings of approximately 2.22 million SOL, equating to 0.0743 SOL Per Share (SPS), at the end of January 2026.
The company expanded its Solana-first Digital Asset Treasury strategy through new partnerships and product integrations, including deployments with Hylo and Solstice YieldVault, leveraged-market integration via RateX's Mooncake platform, and the listing of its liquid staking token dfdvSOL on Jupiter Lend.
DFDV strengthened its governance with the appointment of Hadley Stern to its Board of Directors and established a revolving credit facility between itself and its UK affiliate, DeFi Development Corporation UK PLC.

1 day ago

Press Release

DeFi Development Corp Reports January 2026 Highlights and Strategic Direction

DFDV

New Projects/Investments

Board Change

Convertible Preferred Issuance

DeFi Development Corp concluded January 2026 with approximately 2.2 million SOL on its balance sheet, an SPS of 0.0743, and its tokenized equity (DFDVX) recorded over $30 million in trading volume.
The company is strategically shifting in 2026 to become a DeFi Development Corporation, aiming to actively create new projects and build in the DeFi space, rather than solely being a passive asset holder. As part of this, they launched a meme coin as an experiment for on-chain activities, incentives, and potential governance.
Hadley Stern, former Chief Commercial Officer at Marinade Finance, was appointed to the DFDV board of directors. The company is also advancing its DFDV UK initiative, navigating regulatory processes to establish a London Stock Exchange-listed vehicle for broader crypto access.
January's capital allocation activities included some buyback activity and a continued focus on preferred issuance.

1 day ago

Transcript

DeFi Development Corp. Provides January Business Recap and Strategic Outlook

DFDV

New Projects/Investments

Share Buyback

Board Change

DeFi Development Corp. (DFDV) concluded January with approximately 2.2 million SOL on its balance sheet and a SOL per share (SPS) of 0.0743.
The company is strategically shifting in 2026 from a Digital Asset Treasury (DAT) to an active DeFi Development Corporation, aiming to "create the wave" by building new projects and deploying capital in the DeFi space.
DFDV is actively utilizing share buybacks to grow SOL per share, especially when the stock trades at a discount to assets, while facing challenges in preferred issuance due to soft market conditions.
Hadley Stern, former Chief Commercial Officer at Marinade Finance, was appointed to the DFDV board of directors, and progress continues on the DFDV UK entity, including a new revolving credit facility.

1 day ago

Transcript

DeFi Development Corp. Provides January Business Recap and Strategic Outlook

DFDV

Share Buyback

New Projects/Investments

Board Change

DeFi Development Corp. finished January with approximately 2.2 million SOL on its balance sheet and an SPS of 0.0743.
The company is transitioning from a Digital Asset Treasury (DAT) to a DeFi Development Corporation in 2026, aiming to actively build in DeFi through capital deployment, TVL deals, hackathons, and direct development.
In terms of capital allocation, the company is utilizing share buybacks to grow SOL per share, while preferred issuance faces challenges due to a soft market and high potential interest rates, and an At-the-Market (ATM) offering is not being run due to the stock trading at a discount to NAV.
Hadley Stern, former Chief Commercial Officer at Marinade Finance, was added to the DFDV board and DFDV UK board, bringing institutional adoption experience.
The company launched a meme coin (DONTS) as an experiment to test asset launch capabilities and provide a flexible tool for on-chain incentives, airdrops, and potential governance, with its value contributing to the balance sheet.

1 day ago

Transcript

DeFi Development Corp. dfdvSOL Token Added as Collateral on Jupiter Lend

DFDV

Product Launch

New Projects/Investments

DeFi Development Corp. (DFDV) announced on February 5, 2026, that its liquid staking token, dfdvSOL, has been listed as collateral on Jupiter Lend, Solana’s decentralized, non-custodial lending marketplace.
This integration allows dfdvSOL holders to borrow against their position with loan-to-value ratios of up to 92% and access leveraged strategies with a maximum multiplier of 12.49x.
Holders continue to earn yield on their collateral even while borrowing against it, as dfdvSOL appreciates relative to SOL from the accumulation of staking rewards.
The listing is intended to make dfdvSOL a core building block of Solana DeFi, extending its utility into capital-efficient lending strategies and enhancing capital efficiency on DFDV's balance sheet.

2 days ago

Press Release

DeFi Development Corp Discusses Strategy and Solana Potential at Needham Conference

DFDV

New Projects/Investments

Guidance Update

DeFi Development Corp (DFDV), the first Solana Digital Asset Treasury (DAT) in the U.S., has achieved 71% SOL per share growth over the last six months and outperformed SOL by approximately 50x since its treasury strategy began.
The company guides to an average organic yield of 10% from its Solana treasury, having achieved 11.4% in Q3, through active DeFi management.
DFDV projects SOL to reach $10,000, based on Solana capturing a high single-digit percentage of the $2.4 trillion global value transfer revenue TAM.
Management collectively owns approximately 20% of the company, aligning incentives with shareholders and emphasizing radical transparency.

Jan 14, 2026, 5:45 PM

Transcript

DeFi Development Corp Highlights Strong Performance, Solana Growth, and Strategic Advantages at Needham Conference

DFDV

Guidance Update

Revenue Acceleration/Inflection

New Projects/Investments

DeFi Development Corp (DFDV) has demonstrated strong performance, achieving over 1,000% equity performance since launching its treasury strategy and being recognized as the number one Digital Asset Treasury (DAT) stock of 2025.
The company currently holds over $300 million of Solana at a 1.3x multiple to net asset value and has grown its SOL per share by over 70% in the last six months.
DFDV guides to an average organic yield of 10% from optimizing Solana's native yield, having achieved 11.4% in Q3, though Q4 yield was slightly below this target.
Management emphasizes shareholder alignment, with collective ownership of about 20% of the company and compensation tied to SOL per share growth.
DFDV projects Solana (SOL) to reach $10,000, based on capturing a high single-digit percentage of the $2.4 trillion revenue TAM for global value transfer, highlighting Solana's significant network activity with 33 billion transactions and $1.4 billion in fee revenue in 2025.

Jan 14, 2026, 5:45 PM

Transcript

DeFi Development Corp Highlights Strong 2025 Performance and Solana Treasury Strategy

DFDV

New Projects/Investments

Guidance Update

Revenue Acceleration/Inflection

DeFi Development Corp (DFDV) was the number one Digital Asset Treasury (DAT) stock of 2025, outperforming competitors like Strategy and BitMine.
The company has grown its key metric, SOL per share, by over 70% over the last six months and has outperformed SOL by approximately 50x since launching its treasury strategy.
DFDV holds over $300 million of Solana and aims for an average organic yield of roughly 10% on its holdings, achieving 11.4% in Q3, by actively deploying its treasury on-chain.
Management collectively owns about 20% of the company and is compensated based on SOL per share growth, aligning incentives with shareholders.
The company highlights Solana's strong network growth in 2025, with one billion new wallets created and $1.4 billion in fee revenue from 33 billion transactions.

Jan 14, 2026, 5:45 PM

Transcript

DeFi Development Corp. CSO to Speak at Needham Conference

DFDV

New Projects/Investments

DeFi Development Corp. (DFDV) Chief Strategy Officer Daniel Kang is scheduled to speak at Needham's 28th Annual Growth Conference on Wednesday, January 14, 2026, at 12:45 p.m. Eastern Time.
The company's treasury strategy involves accumulating and compounding Solana ("SOL"), providing investors with direct economic exposure to SOL.
DFDV also operates an AI-powered online platform that connects the commercial real estate industry by offering data and software subscriptions, serving over one million web users annually.

Jan 8, 2026, 9:00 PM

Press Release

DeFi Development Corp.'s dfdvSOL Selected by Mooncake

DFDV

Product Launch

New Projects/Investments

DeFi Development Corp. (DFDV) announced on January 8, 2026, that Mooncake selected dfdvSOL, DFDV’s liquid staking token, as the underlying asset for its upgraded 10xSOL leveraged market.
This integration replaces legacy SOL with dfdvSOL as the core collateral and settlement asset, enhancing Mooncake’s products with staking yield, validator revenue, and institutional-grade treasury backing.
The upgrade means leveraged token holders gain exposure to SOL through a yield-bearing, validator-backed asset, and funding providers earn fees on an asset that accrues staking yield, leading to improved yield, stability, and scalability.