Executive leadership at DeFi Development.
Board of directors at DeFi Development.
Research analysts covering DeFi Development.
Recent press releases and 8-K filings for DFDV.
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.
1 day ago
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.
1 day ago
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.
1 day ago
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.
7 days ago
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.
7 days ago
DeFi Development Corp. Reports Strong 2025 Performance and Solana Treasury Growth
DFDV
New Projects/Investments
Guidance Update
- DeFi Development Corp. (DFDV) released its 2025 Year in Review, detailing its transformation into a leading Solana-focused treasury.
- In nine months, DFDV raised approximately $378 million and surpassed 2 million SOL in treasury holdings.
- The company ended 2025 as the top-performing crypto stock and the third-best-performing stock on Nasdaq, delivering a +853% return.
- Key strategic initiatives included launching its own validator business, introducing a liquid staking token (dfdvSOL) and tokenized equity (DFDVx), and establishing a $5 billion Equity Line of Credit (ELOC).
- DFDV also introduced forward-looking SOL Per Share (SPS) guidance targeting 1.0 SPS by December 2028.
Jan 7, 2026, 1:30 PM
DeFi Development Corp. Provides Preliminary Q4 2025 Business Update
DFDV
Earnings
Share Buyback
Guidance Update
- DeFi Development Corp. reported 29,892,800 total shares outstanding and approximately $9.0 million in cash, stablecoins, and other tokens readily-convertible-to-cash as of January 1, 2026.
- The company's Solana per share (SPS) increased by 6.2% during Q4 2025 to 0.0743 as of January 5, 2026, implying an approximately 24.6% annualized run-rate.
- DFDV repurchased 2,049,113 shares at an average price of $5.62 per share in Q4 2025.
- The preliminary average organic yield for Q4 2025 was approximately 8.3% on an annualized basis.
Jan 5, 2026, 10:00 PM
DeFi Development Corp. Publishes Report on Solana's 2025 Performance
DFDV
New Projects/Investments
Revenue Acceleration/Inflection
- DeFi Development Corp. (DFDV) announced the publication of a comprehensive analysis detailing Solana's industry-leading performance in 2025, which included processing approximately 33.1 billion transactions and adding 1 billion new wallets, surpassing all other major blockchains combined in these metrics.
- Solana's onchain economic activity demonstrated significant growth, with decentralized exchange (DEX) volume surging to $1.57 trillion, a 126% year-over-year increase, and generating approximately $1.41 billion in onchain fees, outperforming Ethereum in both categories.
- DeFi Development Corp. has adopted a treasury strategy where its principal holding is allocated to Solana (SOL), providing investors with direct economic exposure to SOL and actively participating in the Solana ecosystem.
Jan 5, 2026, 5:00 PM
DeFi Development Corp. Partners with Hylo
DFDV
New Projects/Investments
Share Buyback
- DeFi Development Corp. (DFDV) announced a partnership with Hylo, a Solana native DeFi protocol, to enhance onchain yield across its digital asset treasury and participate in Hylo's points incentive program.
- DFDV will deploy select assets into Hylo's yield products, which are designed to optimize returns through capital-efficient, onchain mechanisms native to the Solana ecosystem.
- Proceeds from this deployment are expected to fund operating expenses, support additional SOL accumulation, and potentially contribute to stock repurchases, aligning with the company's capital allocation framework.
Jan 5, 2026, 1:30 PM
DeFi Development Corp. Highlights Q4 2025 Treasury and Capital Allocation Activity
DFDV
Earnings
Share Buyback
Guidance Update
- DeFi Development Corp. reported a 6.2% increase in Solana per share (SPS) during Q4 2025, bringing the SPS to 0.0743 as of January 5, 2026.
- As of January 1, 2026, the company held 2,221,329 SOL and SOL equivalents, along with approximately $9 million in cash, stablecoins, and other readily convertible tokens.
- During Q4 2025, the company repurchased 2,049,113 shares at an average price of $5.62 per share.
- Preliminary estimates indicate an average organic yield of approximately 8.3% on an annualized basis for Q4 2025, generated through staking, validator operations, and selective onchain deployment.
Jan 5, 2026, 1:00 PM
Quarterly earnings call transcripts for DeFi Development.
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