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Cantor Fitzgerald Overweights Solana Treasury Stocks as Hong Kong’s MemeStrategy Accumulates SOL

Cantor analysts project up to 75% upside; they highlight Solana’s unified architecture that outperforms Ethereum, with staking rewards boosting treasury accumulation.

Overview

  • Cantor Fitzgerald assigned overweight ratings to DeFi Development Corp (DFDV), Upexi (UPXI) and SOL Strategies (HODL), setting price targets implying 60–75% gains
  • Solana’s network has seen a recent surge in developer activity, outpacing Ethereum and reinforcing its appeal for on-chain treasury strategies
  • SOL Strategies filed an initial prospectus for up to US$1 billion in potential financings to expand its Solana treasury operations
  • DeFi Development Corp is highlighted for its two validator nodes and crypto-native leadership that underpin Solana infrastructure support
  • MemeStrategy acquired 2,440 SOL, becoming the first Hong Kong-listed company to hold Solana assets on its corporate balance sheet