#treasury model

➤ MicroStrategy's Bitcoin holdings have incurred an $11.2 billion unrealized loss, prompting scrutiny of Michael Saylor's treasury strategy. ➤ Saylor attributes the Bitcoin price drop to capital rotation driven by ETF outflows and AI infrastructure spending, rather than a fundamental impairment of Bitcoin. ➤ Despite the downturn, Standard Chartered suggests a potential market bottom is near, contingent on MicroStrategy's next purchasing move.

➤ DeFi Development Corp. reported a significant 108% year-over-year increase in SOL per share, reaching 0.0670, despite a Q1 net loss of $83.4 million. ➤ The company's strategy centers on building a Solana treasury model, leveraging validator operations, partnerships, and on-chain treasury deployment for yield generation. ➤ DeFi Development's holdings of SOL and SOL equivalents reached 2.29 million, with the CEO differentiating their strategy from Bitcoin treasury firms.