TLDR

  • Solana Company introduces a lending product secured by staked SOL tokens.
  • The company’s stock surged by 17% following the unveiling of this new initiative.
  • Solana Company ranks as the second-largest publicly listed entity holding SOL, possessing 2.3 million tokens.
  • Declining SOL values prompted Solana Company to prioritize staking revenue for financial stability.

Solana Company experienced a significant rise in its stock value, climbing 17% on February 13, 2026. This increase occurred after the company revealed a new framework enabling institutions to secure loans against their natively staked SOL tokens while maintaining possession of these assets. This innovative offering, intended to free up capital from treasury reserves, seeks to offer businesses a novel method to obtain funds without having to unstake or liquidate their tokens.

This disclosure is perceived as a reaction to the persistent difficulties faced by Solana Company, such as the strain from decreasing SOL token prices. Notwithstanding these market adversities, the company is exploring alternative strategies to stabilize its financial position and capitalize on on-chain funding prospects.

Lending Against Staked SOL

Solana Company’s novel lending product was created in collaboration with Anchorage Digital and Solana’s Kamino lending protocol. This framework permits institutions to obtain capital by utilizing their staked SOL as security, without needing to unstake or sell off their assets. The tokens are held in separate custody accounts overseen by Anchorage, guaranteeing that the assets remain untouched while continuing to accrue staking rewards.

“This innovative financial instrument will allow institutional SOL holders to access liquidity while continuing to gain from their tokens’ staking rewards,” stated a company representative. The company anticipates that this initiative will offer a beneficial service to other SOL token holders seeking liquidity without being compelled to divest their assets during periods of market decline.

Market Response to the Disclosure

The disclosure instantly affected Solana Company’s share price. Shares climbed to $2.30, marking a considerable recovery from the recent record low of $1.80. Nevertheless, it is crucial to recognize that despite this favorable change, the company’s stock is still down roughly 90% since its pivot towards a Solana-centric treasury strategy in September 2025.

Although the stock has experienced a transient boost, the company continues to face strain because of the fluctuating nature of SOL token prices. The worth of SOL had decreased from approximately $245 in September 2025 to about $70 per token earlier this year. The company’s treasury assets, estimated at nearly $200 million, have been affected by these market swings.

Solana Company’s Treasury Approach

Solana Company maintains a substantial holding of SOL tokens. It presently stands as the second-largest publicly listed entity possessing SOL, with approximately 2.3 million tokens recorded on its balance sheet. This calculated presence within the Solana ecosystem has led the company to investigate various methods for leveraging these tokens to generate revenue and uphold financial stability.

To manage the cryptocurrency market decline, Solana Company has intensified its focus on staking earnings. With SOL prices under pressure, staking rewards have emerged as a vital source of income. Several other firms within this sector have been adopting comparable strategies. For example, Sharps Technology has revealed that its treasury generates approximately 7% in annual staking yields, aiding in mitigating market losses.

Increasing Dependence on Staking and Yield Approaches

This recent undertaking aligns with wider industry patterns, as companies persistently look to staking revenue and other yield-producing methods to remain viable. SOL treasury firms, such as Solana Company, are progressively depending on earnings from staking rewards and other on-chain offerings, rather than solely on price increases.

Similarly, SOL Strategies recently introduced a liquid s taking solution supported by more than 500,000 SOL, generating fees while broadening its validator activities. Consequently, Solana Company’s choice to utilize staked tokens for liquidity occurs during a period when numerous companies are seeking methods to guarantee sustained viability amidst the wider decline in the cryptocurrency market.