DeFi Development Corp. (Nasdaq: DFDV) provided a preliminary business update highlighting key treasury and capital allocation activity during the fourth quarter of 2025.
The Company generated a 6.2% increase in Solana per share bringing SPS to 0.0743 as of today, with an annualized run-rate of approximately 24.6%.
DeFi Development Corp. holds 2,221,329 SOL and SOL equivalents on the balance sheet along with approximately $9M in cash, stablecoins, and other tokens readily convertible to cash as of January 1, 2026.
Increase in Solana per Share
6.2% increase in Solana per share (SPS) during Q4 2025, reaching 0.0743 as of today.
Capital Allocation Strategy
Company holds 2,221,329 SOL and SOL equivalents, along with approximately $9M in cash and other tokens as of January 1, 2026.
Share Repurchase
Repurchased 2,049,113 shares at an average price of $5.62 per share in Q4.
Organic Yield
Estimated average organic yield for Q4 2025 is approximately 8.3% on an annualized basis, through a combination of staking, validator operations, and onchain deployment.
- The Company's commitment to disciplined execution and shareholder alignment is reflected in the presented results.
- Maintaining the strength and integrity of the treasury while enhancing SOL per share remains a top priority for DeFi Development Corp.
DeFi Development Corp. continues to prioritize decisions that enhance SOL per share and actively participate in the growth of the Solana ecosystem, with a focus on disciplined execution and shareholder alignment. The Company expects to provide additional details regarding its fourth-quarter and full-year 2025 results in upcoming periodic filings.