When listed companies line up to turn the treasury into digital wallets, you should hear the starting gun of the blockchain revolution.

Institutional 'real money' all-in signal.

  1. Giants bet on SOL strategic reserves.

    • The Singapore commodity company Davis Commodities, listed on NASDAQ, announced plans to allocate 5%-10% of its treasury funds to SOL and explore using SOL to settle tokenized agricultural trade and carbon credit projects.

    • A more aggressive case is the US company Click Holdings, which, despite having a market value of only $13 million and cash reserves of $540,000, plans to raise $100 million to build a BTC+SOL reserve and integrate crypto payments into payroll and customer systems.

  2. ETF ignites institutional channels.

    • The first Solana staking ETF in the US saw assets under management skyrocket to $61 million within two weeks of launch, with an annualized staking yield of 7.32%, far exceeding traditional dividend ETFs (2%-3%).

    • The SEC accelerates the review of the spot Solana ETF, with a 91% approval probability; if passed, it could trigger a surge of tens of billions in capital.

On-chain data: Ecological prosperity is the foundation of explosive growth.

  • Record amount of funds locked: The total locked value in the Solana ecosystem exceeds $4 billion, and stablecoin supply reaches $11 billion, proving that real funds are being locked rather than short-term speculation.

  • DEX trading volume crushes competitors: As you said, daily DEX trading volume exceeds $3.1 billion, ranking second across the network, with protocols like Meteora and Raydium contributing major liquidity.

  • Breaking application landing:

    • The cross-border payment platform Remittix supports instant exchange of SOL for fiat currency.

    • The institutional exchange Bullish has migrated to Solana, using its native stablecoin for settlement.

Technical perspective: Bulls have taken control of the steering wheel.

  • Key indicators resonate bullish:

    • Bollinger Bands breakout: SOL stands firmly above the upper band (166.9 USD), usually indicating short-term strength;

    • MACD golden cross: DIF crosses above DEA and the red momentum bars expand, with a historical win rate of over 70%;

    • RSI safe zone: Current value 57-60, not in overbought territory (>70), leaving room for upside.

  • Clear target levels:

    • Short-term resistance at 168 USD, once broken, targets the 179-200 USD range;

    • In the medium to long term, if the spot ETF is approved, institutional buying may push SOL's market value to challenge Ethereum's position.

My advice: Don't let FOMO blind you.

  • Warning from Click Holdings: How does a company with only $540,000 in cash raise $100 million? Most likely through issuing stocks or bonds, which may dilute equity or bury debt risks. Historical lesson: In 2023, many small companies announced 'transforming to blockchain' and their stock prices plummeted.

  • Ecological vulnerability remains: In early July, the Texture protocol was attacked by hackers (although 90% of funds were recovered), reminding us that Solana's high performance comes with security challenges.

  • Hedging strategy reference:

    • Bind SOL holdings with BTC (e.g., Davis company 60% allocation to BTC + 40% SOL), reducing single asset volatility risk.

    • Invest in staking ETFs (e.g., SSK), earning 7% returns while avoiding self-custody risks.



      My triple position strategy.

      1. Main position: Capture ETF expectation dividends (50% of funds).

      • Operation: Invest regularly through $SSK ETF (avoiding self-custody risks), mandating 10% of monthly salary to buy.

      • Logic: Refer to the 30 days before the Bitcoin ETF approval in January 2024, BTC increased by 47%; the current probability of SOL spot ETF approval is 91%, with extremely high odds.

      • Case study: I built my position in ETH spot ETF review period in 3 batches, achieving a 72% increase in 28 days.

      2. Tactical position: Breakout trend chasing (30% of funds).

      • Conditional order settings:

        • Chase 20% on breaking 168 USD (4-hour closing price).

        • Add 10% on pullback to 160 USD (previous support level).

      • Technical basis: SOL has been oscillating between 160-170 for the last 3 months, and a breakout will trigger algorithmic trading to follow suit.

      3. Hedging position: Doomsday insurance (20% of funds).

      • Buy SOL put options: Strike price 150 USD/expiration at the end of September, premium about 4%.

      • Function: If a black swan event (such as ETF rejection/hacker attack) leads to a crash, option profits can compensate for spot losses.

      Risk control red line (summary of painful lessons)

      1. Position explosion formula: Single coin position ≤ Total funds 20% (The 2022 LUNA event caused my 35% position to go to zero)

      2. Stop-loss discipline:

        • If the short-term breaks $158 (daily EMA30), immediately cut half the position.

        • Clear all positions and wait if the weekly close is below $145.

      3. News verification method:

        • Check company financial reports (e.g., Click Holdings annual report EDGAR code *023-11791*)

        • Look for on-chain evidence: Solscan tracks institutional wallets (e.g., Davis company address Fx9q...8aTZ has deposited 21,000 SOL).


      When listed companies buy SOL, they are optimistic about the future, but your trading plan is the oxygen to survive—when others go all in, remember to leave yourself an escape route.

Pay attention to the strategy, know the real-time strategy in advance!#美国加密周