关于Solana的持仓
Solana（SOL）的主要机构持仓者及其持仓数据（按持仓规模分类整理）
根据公开披露信息，以下是Solana（SOL）的主要机构持仓者及其持仓数据（按持仓规模分类整理,不对之处请下方评论）：
一、上市公司持仓情况
以下公司通过财报或公告披露了具体的SOL持仓量和时间：
Upexi
1,818,809枚
截至2025年7月17日
质押（年化收益约8%)
DeFi Development Corp
999,999枚
截至2025年7月20日
长期持有，未披露质押细节
SOL Strategies Inc.
260,000枚
2025年初
质押（年化6%-8%）
Lion Group Holding
6,629枚
截至2025年7月23日
财库多元化（含HYPE/SUI）
Torrent Capital
6,955枚
截至2025年2月10日
全部质押
注：
1、Upexi在2025年4月至7月增持超100万枚SOL，主要通过私募和锁仓折扣完成；
2、DeFi Development Corp 在2025年5月单次增持172,670枚SOL。
二、专业加密机构持仓（按占流通供应量比例）数据来源于Arkham Intelligence及链上分析（截至2025年7月）：
Coinbase：
4.7%
托管/交易所储备
Binance
3.97%
交易所钱包
Jito
1.61%
流动性质押协议
Upbit
1.28%
韩国交易所
Alameda
0.92%
破产资产（原FTX关联基金，部分锁仓）
关键数据补充：
质押比例：71%的流通SOL被质押（约3.82亿枚），远高于ETH的30%；
锁仓代币：仅剩60万枚SOL由FTX持有（占流通量0.11%），99.88%的SOL已解锁。
三、持仓趋势与市场影响
1. 机构增持潮：2025年5月以来，DeFi Development Corp、Upexi等公司加速积累SOL，推动链上质押量增长，同时Solana ETF（SSK）12天内资产管理规模破1亿美元，显示机构信心；
2. 持仓集中度：0.33%的钱包控制54%的SOL（含交易所/托管方），而97.4%的散户钱包仅持有24.8%的供应量；
3. 生态支撑：
开发者活跃度激增：单周新增35万个代币；
TVL突破140亿美元，代币化资产月交易量达2.93亿美元（超其他公链总和）。
综上，Solana的机构持仓以上市公司财库配置和交易所/质押服务商为主，结合高质押率与生态扩张，形成对价格的重要支撑。
需注意：部分数据源于链上估算（如交易所持仓），实际变动可能较快。
Based on publicly disclosed information, the following are the major institutional holders of Solana (SOL) and their holdings data (organized by holding size; for any deficiencies, please comment below):
I. Holdings of Listed Companies
The following companies have disclosed specific SOL holdings and related timelines through financial reports or announcements:
- Upexi
- 1,818,809 tokens
- As of July 17, 2025
- Staked (annualized yield of approximately 8%)
- DeFi Development Corp
- 999,999 tokens
- As of July 20, 2025
- Long-term holding, no staking details disclosed
- SOL Strategies Inc.
- 260,000 tokens
- Early 2025
- Staked (annualized 6%-8%)
- Lion Group Holding
- 6,629 tokens
- As of July 23, 2025
- Treasury diversification (including HYPE/SUI)
- Torrent Capital
- 6,955 tokens
- As of February 10, 2025
- Fully staked
Notes:
1. Upexi increased its holdings by over 1 million SOL from April to July 2025, mainly through private placements and lock-up discounts.
2. DeFi Development Corp made a single addition of 172,670 SOL in May 2025.
II. Holdings of Professional Crypto Institutions (by Percentage of Circulating Supply)
Data source: Arkham Intelligence and on-chain analysis (as of July 2025):
- Coinbase:
- 4.7%
- Custody/exchange reserves
- Binance
- 3.97%
- Exchange wallet
- Jito
- 1.61%
- Liquid staking protocol
- Upbit
- 1.28%
- South Korean exchange
- Alameda
- 0.92%
- Bankruptcy assets (formerly FTX-affiliated fund, part under lock-up)
Key Data Supplement:
- Staking ratio: 71% of circulating SOL is staked (approximately 382 million tokens), significantly higher than ETH's 30%.
- Locked tokens: Only 600,000 SOL remains held by FTX (accounting for 0.11% of circulating supply), with 99.88% of SOL already unlocked.
III. Holding Trends and Market Impact
1. Institutional buying spree: Since May 2025, companies such as DeFi Development Corp and Upexi have accelerated their accumulation of SOL, driving growth in on-chain staking volume. Meanwhile, the Solana ETF (SSK) surpassed $100 million in assets under management within 12 days, indicating institutional confidence.
2. Holding concentration: 0.33% of wallets control 54% of SOL (including exchanges/custodians), while 97.4% of retail wallets hold only 24.8% of the supply.
3. Ecosystem support:
- Surge in developer activity: 350,000 new tokens added in a single week.
- TVL exceeded $14 billion, with monthly trading volume of tokenized assets reaching $293 million (surpassing the total of other public chains).
In summary, Solana's institutional holdings are mainly composed of listed companies' treasury allocations, exchanges, and staking service providers. Combined with the high staking rate and ecological expansion, they form an important support for the price.
It should be noted that some data is derived from on-chain estimates (such as exchange holdings), and actual changes may occur rapidly.
一、上市公司持仓情况
以下公司通过财报或公告披露了具体的SOL持仓量和时间：
Upexi
1,818,809枚
截至2025年7月17日
质押（年化收益约8%)
DeFi Development Corp
999,999枚
截至2025年7月20日
长期持有，未披露质押细节
SOL Strategies Inc.
260,000枚
2025年初
质押（年化6%-8%）
Lion Group Holding
6,629枚
截至2025年7月23日
财库多元化（含HYPE/SUI）
Torrent Capital
6,955枚
截至2025年2月10日
全部质押
注：
1、Upexi在2025年4月至7月增持超100万枚SOL，主要通过私募和锁仓折扣完成；
2、DeFi Development Corp 在2025年5月单次增持172,670枚SOL。
二、专业加密机构持仓（按占流通供应量比例）数据来源于Arkham Intelligence及链上分析（截至2025年7月）：
Coinbase：
4.7%
托管/交易所储备
Binance
3.97%
交易所钱包
Jito
1.61%
流动性质押协议
Upbit
1.28%
韩国交易所
Alameda
0.92%
破产资产（原FTX关联基金，部分锁仓）
关键数据补充：
质押比例：71%的流通SOL被质押（约3.82亿枚），远高于ETH的30%；
锁仓代币：仅剩60万枚SOL由FTX持有（占流通量0.11%），99.88%的SOL已解锁。
三、持仓趋势与市场影响
1. 机构增持潮：2025年5月以来，DeFi Development Corp、Upexi等公司加速积累SOL，推动链上质押量增长，同时Solana ETF（SSK）12天内资产管理规模破1亿美元，显示机构信心；
2. 持仓集中度：0.33%的钱包控制54%的SOL（含交易所/托管方），而97.4%的散户钱包仅持有24.8%的供应量；
3. 生态支撑：
开发者活跃度激增：单周新增35万个代币；
TVL突破140亿美元，代币化资产月交易量达2.93亿美元（超其他公链总和）。
综上，Solana的机构持仓以上市公司财库配置和交易所/质押服务商为主，结合高质押率与生态扩张，形成对价格的重要支撑。
需注意：部分数据源于链上估算（如交易所持仓），实际变动可能较快。
Based on publicly disclosed information, the following are the major institutional holders of Solana (SOL) and their holdings data (organized by holding size; for any deficiencies, please comment below):
I. Holdings of Listed Companies
The following companies have disclosed specific SOL holdings and related timelines through financial reports or announcements:
- Upexi
- 1,818,809 tokens
- As of July 17, 2025
- Staked (annualized yield of approximately 8%)
- DeFi Development Corp
- 999,999 tokens
- As of July 20, 2025
- Long-term holding, no staking details disclosed
- SOL Strategies Inc.
- 260,000 tokens
- Early 2025
- Staked (annualized 6%-8%)
- Lion Group Holding
- 6,629 tokens
- As of July 23, 2025
- Treasury diversification (including HYPE/SUI)
- Torrent Capital
- 6,955 tokens
- As of February 10, 2025
- Fully staked
Notes:
1. Upexi increased its holdings by over 1 million SOL from April to July 2025, mainly through private placements and lock-up discounts.
2. DeFi Development Corp made a single addition of 172,670 SOL in May 2025.
II. Holdings of Professional Crypto Institutions (by Percentage of Circulating Supply)
Data source: Arkham Intelligence and on-chain analysis (as of July 2025):
- Coinbase:
- 4.7%
- Custody/exchange reserves
- Binance
- 3.97%
- Exchange wallet
- Jito
- 1.61%
- Liquid staking protocol
- Upbit
- 1.28%
- South Korean exchange
- Alameda
- 0.92%
- Bankruptcy assets (formerly FTX-affiliated fund, part under lock-up)
Key Data Supplement:
- Staking ratio: 71% of circulating SOL is staked (approximately 382 million tokens), significantly higher than ETH's 30%.
- Locked tokens: Only 600,000 SOL remains held by FTX (accounting for 0.11% of circulating supply), with 99.88% of SOL already unlocked.
III. Holding Trends and Market Impact
1. Institutional buying spree: Since May 2025, companies such as DeFi Development Corp and Upexi have accelerated their accumulation of SOL, driving growth in on-chain staking volume. Meanwhile, the Solana ETF (SSK) surpassed $100 million in assets under management within 12 days, indicating institutional confidence.
2. Holding concentration: 0.33% of wallets control 54% of SOL (including exchanges/custodians), while 97.4% of retail wallets hold only 24.8% of the supply.
3. Ecosystem support:
- Surge in developer activity: 350,000 new tokens added in a single week.
- TVL exceeded $14 billion, with monthly trading volume of tokenized assets reaching $293 million (surpassing the total of other public chains).
In summary, Solana's institutional holdings are mainly composed of listed companies' treasury allocations, exchanges, and staking service providers. Combined with the high staking rate and ecological expansion, they form an important support for the price.
It should be noted that some data is derived from on-chain estimates (such as exchange holdings), and actual changes may occur rapidly.
By: zhizhan1
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Zhizhan1 · 13天
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