Cantor Fitzgerald has initiated protection on three main corporations holding Solana (SOL) as a treasury asset—DeFi Growth (DFDV), Upexi (UPXI), and Sol Strategies (HODL)—assigning all three an “Chubby” ranking. In a analysis word launched Monday, Cantor analysts, led by Thomas Shinske, expressed sturdy conviction in Solana’s function in shaping the way forward for on-chain finance.
The agency set a $45 value goal for DFDV, a $16 goal for UPXI, and a C$54 goal for HODL. Cantor emphasised that these corporations are strategically aligned with the idea that Solana will surpass Ethereum because the blockchain of selection on account of its superior expertise and rising developer adoption.
“Solana’s efficiency metrics are meaningfully higher than Ethereum’s, and its developer base is increasing at a considerably quicker price,” the analysts famous. The report added that the speedy ecosystem development and low-latency infrastructure make Solana extra interesting as a treasury reserve than Ether (ETH), which at present holds a market capitalization 2.5 instances bigger.
Cantor additionally identified that the rise in Solana adoption displays rising confidence that SOL might finally overtake ETH, each in developer exercise and market relevance. The agency’s bullish stance on Solana-aligned corporations reinforces the view that decentralized finance (DeFi) and blockchain-based treasury methods are maturing—and Solana is rising as a major selection.
The report comes as Solana (SOL) trades round $152.22, with Ethereum (ETH) at $2,566.47. As blockchain adoption accelerates, traders are more and more watching treasury developments as a number one sign of future institutional crypto technique.
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