March 2026 was a challenging period for the crypto market, including Digital Assets Treasuries. Despite flat growth, DeFi Development Corp increased its Solana holdings to 2.22 million SOL worth $185 million. The firm’s SOL per Share metric reached 0.0754. Its annual results for 2025 showed revenue growth exceeding 442%, while a recent report explored how autonomous AI agents could create structural demand for SOL.
DeFi Development Corp reported that its Solana holdings reached 2,223,074 SOL, valued at $185 million. The firm’s outstanding shares stood at 29,497,394, translating to 0.0754 SOL Per Share. In its shareholder letter, it emphasized Solana’s multifold growth in 2025.
The firm recorded over 442% in revenue growth for 2025. According to its report, DFDV explored how autonomous AI agents could create persistent demand for SOL. The report outlined base-case and bull-case projections for structural SOL demand driven by agentic AI.
DFDV’s stock price traded at $3.64 after a 3.84% drop. Solana was changing hands at $79.12 at press time, falling by 3.88% in the last 24 hours. Despite this price weakness, Solana’s high Daily Active Addresses suggested user engagement remained intact.
However, a drop in Social Volume metrics pointed to diminishing hype. A large SOL holder recently realized losses exceeding $4 million after selling 47,401 SOL. This resulted in SOL’s price falling by 5.85%.
When compared to others, SOL Digital Assets Treasuries have stood stronger against Ethereum DATs. Owing to changing market dynamics, it remains to be seen what happens to Solana and to SOL DATs.
