Dec 6, 2025
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DeFi Development Corp Holds SOL Reserves Steady at 2.2 Million
DeFi Development Corp (DFDV) November Update:
- DFDV's Solana (SOL) reserves remained unchanged at 2,195,926 SOL, valued at approximately $293.2 million.
- The dfdvSOL product holds 530,286.72 SOL. Q3 unrealized gains were over $74 million with an 11.4% return from SOL operations.
- No new SOL purchases were made in November.
Treasury and Financial Highlights:
- SEC filing showed revenue of $4.6 million.
- On-chain yield generation through validator work and DeFi deployments highlighted.
- Solana per share ratio at 0.0700, with 31.39 million shares in circulation.
- Warrant trading under ticker DFDVW offers optional upside exposure linked to future treasury growth.
- Signed a Letter of Intent with Loopscale for stablecoin yield tactics beyond staking to enhance capital efficiency.
Market and Liquidity Insights:
- Altcoin Vector reports Solana is undergoing a liquidity reset, akin to past cycle phases, potentially setting the stage for upward trends.
- Analyst Ted Pillows notes downside liquidity around the $140 level, suggesting potential clearance soon.
- Solana trading near $132, having dropped over 16% in the past month.
