SOL reserve strategy companies outperform Bitcoin, Cantor names DF, DV, UPXI, and HODL.

Cantor Fitzgerald analyst Thomas Shinske wrote in a report to clients on Monday that although Solana's Blockchain has been expanding its application as the meme coin (memecoin) over the past year, it also has the potential for more applications as the tokenization of securities grows in the financial sector. Solana offers fast and inexpensive transactions, as well as the ability to validate transactions using tokens and receive staking rewards, allowing more Solana reserve strategy companies to follow the financial strategies of Bitcoin reserve strategy pioneer MicroStrategy, raising funds at prices above net asset value to purchase SOL and increase the value of each share of SOL. He specifically named the companies DF, UPXI, and HODL.

Why is the SOL reserve strategy better than BTC?

Solana fund management companies can provide investment opportunities for investors who otherwise cannot access SOL, along with tax incentives. SOL holders can also stake their tokens on the blockchain to participate in transaction validation and provide funding without diluting shares. Under identical conditions, combining staking with capital operations, the rise of Solana fund companies per share of SOL should be faster than the rise of Bitcoin fund companies per share of BTC.

Looking forward to three SOL reserve strategy companies

Shinske has given a "buy" rating for Solana reserve strategy companies for the first time, becoming the only Wall Street analyst to focus on these companies. He is optimistic about the following three stocks.

DeFi Development Corp. (DFDV)

Shinske listed DeFi Development Corp., a SOL fund management company, as the top choice. He believes the company can raise $250 million at an average premium of 250%. Given the company's ability to enter the U.S. capital markets and having a crypto-native management team, it will utilize its mNAV to conduct value-added investments in the company’s per-share SOL, while also investing in partnerships to further enhance its brand and infrastructure, further integrating into the Solana ecosystem and community.

(Microstrategy in the Solana space acquires SOL validation platform to create cash flow, DF DV has risen over ten times )

Upexi (UPXI)

E-commerce and SOL finance firm Upexi Inc. is believed to be able to generate U.S. capital from a NASDAQ listing, and even though it has invested less in the SOL ecosystem compared to its peers, analysts believe the company was able to raise $250 million in the capital markets at an average 200% premium.

( The new blue ocean of crypto capital, the leveraged investment method for public companies transforming into crypto assets )

SOL Strategies (HODL)

Although SOL Strategies Inc., a SOL fund management and staking company in Canada, is currently not listed in the United States, Shinske stated that the company is about to go public in the U.S., which will help boost trading volume. He believes that the company's investments and innovations in the Solana ecosystem are the most forward-looking, while being relatively cautious in acquiring SOL in the public markets, and expects the company to raise $250 million annually in capital markets, with a premium rate of 250%.

( Canadian company Sol Strategies significantly increased its Solana position, with an average price of 179 dollars )

According to a report by Bloomberg, these Solana reserve strategy companies have outperformed the price performance of Solana (SOL).

This article states that the SOL reserve strategy company surpasses Bitcoin, with Cantor naming DFDV, UPXI, and HODL. It first appeared in Chain News ABMedia.