According to the source, Helius completed its first Solana (SOL) treasury purchase valued at about 168 million, and the company’s stock fell afterward (source: user-provided link content). According to the source, the post attributes the equity decline to investor reaction following disclosure of the SOL allocation (source: user-provided link content). According to the source, no stock ticker, exchange venue, or official filing reference was included, so traders should seek confirmation via company disclosures or regulatory filings before positioning (source: user-provided link content). If the claim is confirmed, traders can monitor SOL spot liquidity, perp funding, basis spreads, and SOL BTC correlation around any subsequent treasury flows to gauge near term market impact.

According to @lorenzonical, Fractal Bitcoin's 2024 Ecosystem Treasury has spent 3% of its funds over the past 11 months. Source: @lorenzonical on X, Aug 10, 2025. @lorenzonical stated the 12-month program window is 2024.09 to 2025.09. Source: @lorenzonical on X, Aug 10, 2025. He asked what the remaining funds are intended to be used for and invited community input for inclusion. Source: @lorenzonical on X, Aug 10, 2025. Based on the stated 3% usage, approximately 97% of the treasury capital remains unspent within the period. Source: @lorenzonical on X, Aug 10, 2025. No allocation breakdown or deployment schedule was disclosed in the post. Source: @lorenzonical on X, Aug 10, 2025.