Key Points:
- A post circulating on X claims the Strategic Solana Reserve holds 11.7M SOL (~$2.85B). We could not find any primary, auditable source confirming this figure.
- What is verified: multiple outlets that cite Strategic SOL Reserve data say ~8.7–8.9M SOL are held across 13 entities (≈$1.7–$1.8B at recent prices), not 11.7M.
- Beware of confusion with a memecoin called Strategic Solana Reserve (SSR); that project mentions “11.7M tokens locked in liquidity”—tokens ≠ SOL.
Reports on social media allege that the Strategic Solana Reserve has swollen to 11.7 million SOL (≈$2.85 billion at ~$243 per SOL). However, the most credible, on-the-record figures we can verify show ~8.7–8.887 million SOL pooled across 13 corporate and institutional treasuries, valued around $1.7–$1.8 billion at recent prices—well short of the 11.7M claim.
What We Can Verify Today
- Holdings & Entities: Exchange and outlet summaries that attribute their data to the Strategic SOL Reserve indicate 13 entities collectively hold ~8.887M SOL, about 1.55% of circulating supply; a portion is staked at ~6.86%average yield.
- Valuation Range: The same reports value these reserves at roughly $1.7–$1.8B, consistent with SOL trading near $240–$245 in recent sessions.
- Coverage Across Outlets: Yahoo Finance and others echoed the ~$1.72B / ~8.3–8.9M SOL range, reinforcing that the verified figure is below 11.7M.
About That “11.7M” Number
- An X post attributed to Cointelegraph states the reserve “now holds 11.7M SOL ($2.85B)”, but we were unable to corroborate this with a primary dataset, audited wallet list, or matching reports from major desks. Treat as unconfirmed pending on-chain evidence or an official methodology release.
- Separately, a memecoin named Strategic Solana Reserve ($SSR) published a Medium post noting “11.7M tokens locked in liquidity.” That refers to SSR tokens, not SOL; conflating the two can inflate perceived SOL totals.
Why It Matters
If the 8.7–8.9M SOL ledger is the true state of play, it still marks a notable institutional foothold in Solana. Concentrated corporate treasuries can dampen free-float supply (especially when staked) and signal confidence in the network’s throughput, cost profile, and roadmap (e.g., Alpenglow). But precision matters: market narratives that overstate reserves risk misleading investors and skewing expectations.
Key Numbers (Quick View)
- Verified holdings: ~8.7–8.887M SOL across 13 entities (≈1.55% of supply).
- Verified valuation: ≈$1.7–$1.8B at recent prices (~$242/SOL).
- Unverified claim: 11.7M SOL (≈$2.85B).
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