Why Solana Treasury Companies May Outshine BTC and ETH in 2025
The post Why Solana Treasury Companies May Outshine BTC and ETH in 2025 appeared on BitcoinEthereumNews.com. Analysts have forecasted that Solana (SOL) treasury companies might outshine Bitcoin (BTC) and Ether (ETH) in 2025. Galaxy’s Michael Marcantonio outlined various reasons why SOL is the superior choice for such companies, including its higher staging yield and throughput. Expert Backs SOL as High-Yield Reserve Asset Marcantonio shared his views in a September 15 X post, where he argued that SOL offers treasury firms unique advantages compared to its larger competitors. He explained that SOL has a gross staking yield of about 7–8%, compared with just 3–4% for ETH. Reinvesting these rewards allows a treasury’s net asset value (NAV) to grow faster, creating a steady income stream. He gave the example of a $9 billion ETH treasury that could produce around $300 million per year, noting that SOL’s higher rate gives it an even stronger position. On the other hand, BTC does not provide any yield, so companies holding it as a reserve asset cannot generate the same kind of returns. The expert also talked about SOL’s strong transaction throughput, noting that despite its market cap being five to six times smaller than ETH’s, it handles more transactions and reaches more users. He explained that this level of network activity gives firms that accumulate the former greater upside. This is because their NAV per share can grow from treasury mechanics, and the possibility of SOL being valued higher when compared with ETH. The 38-year-old also looked at volatility and growth. He noted that SOL has historically been more volatile than its counterparts, with levels around 80% compared to 40% for BTC and 65% for ETH. This difference makes financing tools such as convertible bonds, warrants, and structured deals cheaper for companies that have SOL in their treasuries, and helps them accumulate tokens at a faster pace. He added that this…
The post Why Solana Treasury Companies May Outshine BTC and ETH in 2025 appeared on BitcoinEthereumNews.com.
Analysts have forecasted that Solana (SOL) treasury companies might outshine Bitcoin (BTC) and Ether (ETH) in 2025. Galaxy’s Michael Marcantonio outlined various reasons why SOL is the superior choice for such companies, including its higher staging yield and throughput. Expert Backs SOL as High-Yield Reserve Asset Marcantonio shared his views in a September 15 X post, where he argued that SOL offers treasury firms unique advantages compared to its larger competitors. He explained that SOL has a gross staking yield of about 7–8%, compared with just 3–4% for ETH. Reinvesting these rewards allows a treasury’s net asset value (NAV) to grow faster, creating a steady income stream. He gave the example of a $9 billion ETH treasury that could produce around $300 million per year, noting that SOL’s higher rate gives it an even stronger position. On the other hand, BTC does not provide any yield, so companies holding it as a reserve asset cannot generate the same kind of returns. The expert also talked about SOL’s strong transaction throughput, noting that despite its market cap being five to six times smaller than ETH’s, it handles more transactions and reaches more users. He explained that this level of network activity gives firms that accumulate the former greater upside. This is because their NAV per share can grow from treasury mechanics, and the possibility of SOL being valued higher when compared with ETH. The 38-year-old also looked at volatility and growth. He noted that SOL has historically been more volatile than its counterparts, with levels around 80% compared to 40% for BTC and 65% for ETH. This difference makes financing tools such as convertible bonds, warrants, and structured deals cheaper for companies that have SOL in their treasuries, and helps them accumulate tokens at a faster pace. He added that this…
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