Solana Company has significantly increased its Solana reserves, adding 1 million SOL to its portfolio in October and bringing the total asset volume to 2.3 million SOL, which is approximately $460 million.
This is reported by Finway
Institutional Interest and Strategic Asset Growth
In the past two weeks, the company has made substantial purchases of Solana, highlighting the growing confidence of large investors in the cryptocurrency ecosystem. In addition to token assets, the company holds over $15 million in cash and stablecoins, which are planned to be used to further strengthen its investment strategy.
At the same time, Solana Company reported a gross staking yield of 7.03% APY, exceeding the average of leading validators by 36 basis points. This trend indicates the effectiveness of the chosen strategy of automatic reinvestment of rewards.
“The company consistently generates alpha, outperforming the benchmark by more than 35 basis points,” emphasized Pantera Capital analyst Cosmo Jiang.
Expansion of the Ecosystem and Market Prospects
Alongside the growth of reserves, there is increased interest in launching new investment products based on Solana. Leading companies such as Bitwise, Grayscale Investments, and Fidelity are already bringing spot Solana ETFs to the U.S. market, despite the challenging regulatory environment. Fidelity has also opened access to SOL for millions of American investors.
The Solana network is demonstrating record activity — with over 3.7 million active wallets daily and more than 3,500 transactions per second. This confirms a high level of user engagement and the scalability of the platform.
The Solana ecosystem is expanding beyond traditional finance. For instance, Western Union plans to launch the USDPT stablecoin based on Solana in 2026, which will enable cheaper and faster international transfers through collaboration with Anchorage Digital Bank and in compliance with the regulatory standards of the GENIUS Act.
Solana’s economic indicators are growing at a record pace. From October 2024 to September 2025, the network’s revenue reached $2.85 billion, which is 220 times more than two years ago. The main drivers remain DeFi, trading, meme coins, applications based on DePIN, and artificial intelligence. The peak of activity occurred in January 2025, when monthly revenue exceeded $600 million.
New instruments are also emerging in the capital market. Solana Company plans to buy back 5% of the SOL supply for over $6 billion, while JPMorgan forecasts an influx of $1.5 billion into Solana ETFs in the first year, although it notes limited investor interest. In Hong Kong, trading of the first spot Solana ETF from ChinaAMC began on October 27, and Bitwise launched the BSOL ETF with staking on October 28. Grayscale Investments is preparing to list a convertible trust on SOL.