According to the source, institutions are adding Solana (SOL) to corporate balance sheets at a multi‑billion scale and highlighting a ranking of top publicly traded SOL treasuries, according to the source. Given the source report, traders should expect structural demand that can tighten circulating float and support spot bids on drawdowns, according to the source. Given the source report, watch SOL net exchange flows, spot-versus-perp basis, and order book depth for confirmation of treasury accumulation effects, according to the source. According to the source, a growing base of corporate holders can reduce volatility over time but may intensify downside gaps if treasuries rebalance, so tracking quarterly disclosures and treasury updates is critical for timing entries, according to the source. Given the source report of institutional participation, liquidity may concentrate on major USD and USDT pairs, making slippage management and execution venue selection an immediate trading consideration, according to the source.

According to Gracy Chen @Bitget, while adding cryptocurrencies like BTC and ETH to corporate balance sheets can temporarily boost stock prices, this approach is fundamentally different from developing crypto-native infrastructure and products. Gracy Chen emphasizes that regulators are likely to scrutinize companies whose business models rely solely on holding crypto assets, highlighting the importance of trading trends rather than long-term dependence on balance sheet holdings (source: @GracyBitget).