publicly traded companies have been stacking
billions of dollars worth of BTC a driving its price higher and fueling speculation that a
supply shortage could send the orange coin into overdrive but now something new is happening
what’s happening they’re starting to do the same but with Salana and this begs the question of
whether Salana’s soul could see a similar vertical price surge in the coming months and that’s
why today we’ll be telling you all about the companies that are stacking Soul and what it could
mean for Soul’s price my name is Nick stay tuned before we begin you need to know that I am not a
financial adviser and nothing in this video should be considered financial or investment advice this
video is purely for education and entertainment meant to guide you on your crypto quest also do
note that many members of the Coin Bureau team do hold soul as part of their personal portfolios
so just full disclosure there right with that out of the way let’s get into it now the idea
of companies adding altcoins to their balance sheets may seem like an exciting development
but in many ways it’s a natural next step after all it was only a matter of time before
others began emulating Micro Strategy’s bold approach with Bitcoin in hopes of replicating its
success and to see why this shift feels almost inevitable let’s start with a bit of context
micro Strategy now just strategy has been a leader in business solutions since 1989 but its
identity shifted dramatically in 2020 when founder Michael Sailor began converting company reserves
into BTC to hedge against inflation a sailor’s conviction led to the decision to spend $250
million on over $21,000 BTC a sailor has since become Bitcoin’s biggest advocate so much so that
he actually stepped down as CEO of Micro Strategy in 2022 to focus on Bitcoin strategy while Fong
Lee took over as the CEO emphasizing that Bitcoin was now the company’s core value proposition the
rebrand to strategy in February 2025 reflects this transformation with a new Bitcoin inspired logo
and orange branding signaling its commitment to being the world’s first Bitcoin Treasury Company
or BTC in October last year Strategy also unveiled its 2121 plan which involved raising $42 billion a
split evenly between $21 billion in equity and $21 billion in fixed rate securities it also announced
a new KPI called the BTC yield which basically measures how the amount of BTC per share changes
from one period to the next the result is that Strategy has built up an ungodly stack of SATs
at the time of shooting it’s currently sitting on 553,555 BTC possibly more by the time you’re
watching this video given how Sailor likes to scoop up the stuff the company’s early position
in Bitcoin and its subsequent hoarding means that MSTR’s price acts as a leveraged play on BTC
often outperforming BTC itself and all of this has helped strategy become incredibly successful to
the point that MSTR has been added to the NASDAQ 100 index and if you watched our video about
companies stocking up on BTC you’ll know that Strategy’s approach has inspired other companies
to follow suit and these include MARA Holdings the world’s largest Bitcoin mining company
now MARA adopted a full huddle strategy back in July 2024 meaning it won’t sell any of the
Bitcoin that is mined like strategy MARA also raised billions of dollars through ATM stock
offerings and convertible bonds at the time of shooting Mara has accumulated 57,600 BTC another
company accumulating BTC is Riot Platforms the world’s second largest Bitcoin miner and Riot also
raised capital through convertible note offerings and is currently holding a total of 19,223 BTC
there’s also Simler Scientific a US healthcare company which uses excess operational
cash and ATM programs for BTC purchases semla is currently sitting on 3,467 BTC elsewhere
is Metlanet which was once focused on hotel real estate but is now Japan’s first Bitcoin treasury
company obviously emulating strategies business approach a Metanet even used the same KPI such
as the BTC yield which is why it’s been dubbed as the quote micro strategy of Asia metaplanet
currently holds 5,000 BTC and there’s Kango Inc a Chinese auto and finance firm which recently
spent $400 million on mining equipment to launch its own Bitcoin mining operation kango currently
holds 2475 BTC oh and by the way guys if you’re looking to trade crypto then you need to
check out the Coin Bureau deals page in the description over there we’ve got sign up
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on set exchanges you see these deals won’t be around for long and they are exclusively for
the viewers of this channel so take advantage of them ASAP using the link down below back to
the video so as you can see lots of companies are creating Bitcoin reserves of their own the thing
is they’re starting to do the same but with other cryptocurrencies and Salana’s Soul is emerging
as the primary choice one example is Soul Global Investments Corporation which provides investment
services for institutions as a fun little fact Soul Global wasn’t always in the crypto game the
company was originally known as Cyian Biosciences a Canadian biotech firm focused on developing
cannabis-based treatments for brain trauma like concussions in June 2018 it rebranded and pivoted
its focus to Salana and the timing of the pivot is intriguing and that’s simply because it happened
soon after Anatoli Yakabeno released Salana’s white paper in November 2017 but long before Soul
was launched in March 2020 anyhow at the time of shooting Soul Global Investments Corps website
states that the company currently holds 40,350 Soul and is earning a staking yield of 6.26% at
today’s prices that’s worth roughly $5.9 million which is kind of disappointing considering how
long they’ve been in the game but uh hey everyone has to start somewhere another company making
moves in the space is Cippher Punk Holdings which uh by the way has the ticker Hodddle in June 2024
Valkyrie CEO Leo Wald took over leadership and Cipher Punk began acquiring and staking Soul
and this made it one of the first publicly traded companies to add Solana to its balance
sheet offering traditional investors indirect exposure to Soul by September 2024 the company
announced that it would rebrand to Soul Strategy signaling that it would double down on its um Soul
Strategy as the name suggests Soul Strategy is the Salana focused counterpart of Michael Sailor’s
strategy and the idea is to follow the same high conviction playbook as Sailor but with Soul
instead of BTC that said Lee has acknowledged that the comparison isn’t so straightforward since the
way their respective reserves are being utilized are completely different soul Strategies locks up
most of its soul in companyrun validators to earn a yield making its huddle stock feel more like a
mining stock meanwhile Strategy often issues debt to aggressively accumulate more BTC which we noted
earlier makes its MSTR stock more of a leveraged play on Bitcoin at the time of Soul Strategies
rebrand in September last year it held a solid 86,000 soul by February it had nearly doubled
that bringing its total to just under 190,000 soul the buying spree didn’t stop there though by
the end of April the company holdings had surged past 267,000 soul at current prices that stash
is valued at around $39 million another notable example meanwhile is Janova in early April this
year a group of former Kraken executives took over the real estate financing firm by acquiring
a majority stake leading the charge was Joseph Honorati Kraken’s former chief strategy officer
who stepped in as Janov’s chairman and CEO joining him was Parker White formerly Kraken’s director
of engineering who became Janov’s chief investment officer or CIO meanwhile Marco Santoi Kraken’s
former chief legal officer joined the company’s board of directors janova’s announcement
revealed that it would begin building a Salana focused treasury reserve it also announced
that it would be acquiring Salana validators and would be staking its soul to earn a yield its
JNVR stock has since gone parabolic soaring by over 2,000% and these gains are almost unheard
of in the traditional stock market alongside the announcement Geneva also revealed that it had
raised $42 million in an offering of convertible notes with clear intentions to add to its crypto
treasury sound familiar the funding round included big names like Kraken obviously Panta Capital
and others to name but just a few in the first two weeks under new leadership Janova acquired
more than 160,000 soul by midappril this year Janova rebranded to DeFi Development Corporation
before almost doubling its already impressive Soul Stash bringing the company’s total to 317,273 Soul
at the time of shooting currently worth roughly $46 million yet another company accumulating soul
is Torrrent Capital which announced in January that it had created a crypto investment vehicle
and added 2,000 soul which was immediately staked to earn a yield notably Torrance said in the
announcement that they believe that a scalable layer 1 blockchain is required for the mainstream
adoption of crypto they acknowledged Ethereum’s expansive developer ecosystem and broad array of
DAPs but the company criticized Ethereum’s high transaction fees and limited throughput as well as
its reliance on layer 2 scaling solutions be that as it may Torrance soul accumulation accelerated
in the following months in midFebruary the company added almost 5,000 soul bringing its total to
just under 7,000 just a week later it purchased over 10,700 soul pushing its holdings to over
17,700 in early March it acquired more than 8,600 soul and at the end of April it announced
another acquisition of over 13,600 soul at the time of shooting Torrent holds 40,39 soul all of
which has been staked to earn a yield at today’s prices that is around $5.9 million clearly then
there’s a strong desire for companies to add soul to their balance sheets naturally this raises the
question of which companies are actively raising capital to expand their soul reserves in case you
missed the news Soul Strategies recently issued $500 million in convertible notes that will
be used to buy and stake additional soul intriguingly this $500 million issuance was made
to just one investor a New York investment firm called ATW Partners according to the announcement
Soul Strategies is looking long-term aiming to build institutionalgrade infrastructure for Salana
the announcement also did clarify that the yield being generated from the company’s state soul
would be acred to both soul strategies and to ATW partners of course DY Development Corp is also
looking to raise more capital to buy Soul the company’s latest filings with the SEC states that
it plans to raise over and get this $1 billion to invest in Salana and this is pretty crazy when
you recall that the company’s current holdings are worth less than 50 million notably the statement
also discloses plans to stake this soul to earn an additional yield by clarifying that quote “Solana
does not pay interest but staking rewards can be earned on Salana.” The filing also made clear that
while DeFi Development Corp are going all in on Soul they’re not so sure about the potential
effects of unclear crypto regulations in any case these recent announcements will undoubtedly
cause many others to follow in a similar path one company that recently jumped on the bandwagon is
Aexi which announced plans to raise $100 million 90% of which will be dedicated to building a
Salana Treasury strategy aexi’s UPXI stock rallied off the back of this news to the tune of over
850% in a single day so then a lot of soul being bought and plenty more will be scooped up in the
future now the question is though is this enough to offset the inflationary effects of Salana’s
tokconomics well uh we can actually determine this by doing some basic maths relying of course
on our brilliant minds and by that I mean punching everything into a calculator so let’s start with a
bit of context salana has a total supply of around 600 million soul and an annual inflation rate
of 4.559% according to salanampass.com so this means that this year the Salana blockchain will
mint around 27.3 million soul we say this year because Salana’s inflation rate actually reduces
by 15% every year and will only stop decreasing once it reaches an annual inflation rate of 1.5%
called the terminal rate but uh hey let’s not over complicate things anyhow now that we’ve worked
out that there will be 27.3 million soul added to the supply let’s now work out how much soul
these companies are holding in total don’t worry we’ll save you the boring bit and just tell you in
total it’s 624,463 soul uh nowhere even close to our target however we’re not done just yet if we
combine the capital that these companies plan to raise for future purchases of soul then this adds
up to roughly $1.6 billion worth which at today’s prices means a total of 10.8 million soul add
this to the current holdings of these companies and that’s a total of around 11.4 million soul
much closer to our target but wait there’s more as you’ll no doubt have seen major asset managers
like Black Rockck Gayscale Fidelity and Franklin Templeton to name but just a few have filed with
the SEC to launch spot Salana ETFs and this is significant because it will naturally result in
billions of dollars worth of soul being purchased for these products assuming they’re approved
of course for perspective the spot Ethereum ETFs currently have a combined total of around
$5.3 billion in assets under management or AUM from our perspective it wouldn’t be unreasonable
to expect these asset managers to put a similar level of investment into solar given the rising
institutional demand or Salana so if we assume that these Salana products see the same amount of
inflows as they did for Ethereum which is about $5.3 billion worth this would equate to roughly $
35.9 million sold sending us beyond our original target of 27.3 million in fact if we combine this
theoretical value with the totals potentially being held by these companies in the future that
works out to a grand total of 47.3 million soul and that’s well over our inflation target and
this doesn’t even factor in smaller companies that didn’t quite make it into today’s video so
then this brings us to the big question and that’s what does all of this mean for Salana’s price well
it doesn’t take a genius or a calculator for that matter to work out that this could be extremely
bullish for Soul’s long-term price action and that’s simply because publicly traded companies
are planning on buying billions of dollars worth of Soul in the coming months and this begs the
question of why they’re buying Soul now from our perspective the answer seems to be a combination
of staking and yield and Salana’s future potential salana’s staking and yield is a very clear
demand driver for companies to accumulate soul at the same time many companies seem to see
that Salana is a successor to Ethereum so it’s a way of betting on the future so to speak however
there is a caveat and that’s the fact that these companies have proven themselves so far to be
less inclined to huddle their crypto holdings indefinitely uh for example Soul Global recently
completed a strategic reorganization divesting from all non-solana assets debts and liabilities
to focus almost exclusively on Soul and this means they either sold or transferred all their
other holdings in theory there’s nothing stopping them from doing the same with Soul someday if
something shinier comes along and this means that the soul in these companies reserves might
be more of a trade than a long-term investment and if any of these companies start offloading
their soul it could hurt its price and given that many are inspired by Sailor’s diamondhanded
playbook any signs of paper handing would send a clear message that this strategy isn’t being
taken very seriously this would damage investor confidence and could even cause investors to panic
sell soul and the stocks of these companies and if the stocks of these companies fall far enough
these companies could even begin selling their own soul to stay solvent that said it’s important to
note that this is all completely hypothetical and none of these companies mentioned have actually
been selling their soul they’ve only been buying and it looks like more buyers are coming both in
the form of publicly traded companies and spot Solana ETFs once they’re approved and that’s
why even though Soul has been running out of steam in recent months we still think it could
have the potential to pick up where it left off and be one of the best performing altcoins of
this cycle uh let’s just hope that it doesn’t have to endure yet another political meme coin
launch before that happens now if you want to learn more about the potential catalyst that
could pump the crypto market then check out our video on that right over here and if you’re
not subscribed to the channel yet you can do that right over here thank you all very much
for watching and I’ll see you guys again soon
