📈 Cantor Fitzgerald’s Bullish Take on Solana
Forecast: Cantor Fitzgerald projects SOL to outperform Bitcoin and Ethereum as a corporate treasury asset .
Rationale:
Solana’s all-in-one Layer‑1 architecture offers faster speeds and lower fees than Ethereum, without relying on external scaling solutions .
Its design is seen as more efficient and less fragmented than Ethereum’s model .
Why It Matters for Treasuries
Corporate Adoption: Companies including DeFi Development Corp (DFDV), Upexi (UPXI), and SOL Strategies (HODL) are building Solana-heavy treasuries and earning staking rewards .
Staking Income: These firms can generate yield organically—growing SOL holdings without diluting shareholder value .
Valuation Outlook: Cantor’s analysts rate these stocks “overweight,” forecasting up to 75% upside as investor demand grows .
⚠️ Risks & Considerations
Volatility & Liquidity: SOL remains more volatile than Bitcoin and has lower total value locked (TVL) than Ethereum .
Market Structure: As with any treasury asset play, there's exposure to token price swings, regulatory shifts, and staking-related risks.
TL;DR
Cantor Fitzgerald sees Solana as the next-generation treasury asset—offering speed, staking yield, and ecosystem strength. Firms with SOL-heavy treasuries are expected to capture upside both from token appreciation and utility-based staking returns, potentially eclipsing Bitcoin and Ethereum allocations.
