1/Alpha leak: while everyone’s staring at Bitcoin balance sheets, the real stealth move is happening in @Solana —public companies are quietly loading their treasuries with $SOL, block by block.
2/ Some firms planted the flag early—think Bitcoin Group or Supernova, which have had $SOL on the books for two years. Others just pivoted and are now hoovering tokens every week ( @defidevcorp added 6 tranches in April alone and 4 in May so far). More and more companies are adopting the same treasury playbook.
3/ Remember how one firm—$MSTR—helped push $BTC into six-digit territory? These $SOL grabs are the first ripples of a similar supply squeeze. Most of those tokens are locked or staked, so they’re not coming back to exchanges any time soon.
4/ Institutions hunting beyond $BTC want large-cap, mass-adopted assets with real utility—Solana not only checks those boxes, it also brings Visa-level throughput, a thriving multi-sector ecosystem, and an emerging “super-app” experience.
5/ We’re now watching the MAG7.SSI lineup—$BTC, $SOL& the rest—march into corporate treasuries one token at a time. Hold the whole squad in one click and skip the guesswork. Zero FOMO.