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Solana ETF承認が迫る:$4.15BのSOLトレジャリー蓄積がミームトークンに大きな追い風を示唆

Solana ETF承認が迫る:$4.15BのSOLトレジャリー蓄積がミームトークンに大きな追い風を示唆

The crypto world is buzzing with anticipation as Solana's potential ETF approval draws near. A recent tweet from analyst @jussy_world highlights how treasury companies have already amassed a staggering $4.15 billion worth of SOL, setting the stage for significant buying pressure. This comes on the heels of VisionSys AI's partnership with Marinade Finance, aiming to create the largest treasury on Solana with an initial $500 million staked over the next six months.

Solana Strategic Reserveのダッシュボードが$4.15BのSOL保有を示す

What’s the Buzz About Solana ETF Approval?

For those new to the space, an ETF—or Exchange-Traded Fund—is like a basket of assets that trades on stock exchanges, making it easier for traditional investors to dip their toes into crypto without directly holding the coins. Solana, known for its high-speed blockchain and vibrant meme token scene, could see a massive influx of capital if the U.S. Securities and Exchange Commission (SEC) gives the green light. Recent reports suggest approval is highly likely, with deadlines approaching as soon as October 16, 2025, and some decisions possibly dropping today, October 10.

Analysts at JPMorgan predict modest inflows compared to Bitcoin or Ethereum ETFs, but the sentiment is overwhelmingly positive. On platforms like Polymarket, bettors are giving over 99% odds for approval by the end of 2025. This could propel SOL's price toward $300 or even $420, according to market watchers, fueling growth across the ecosystem.

Treasury Companies Loading Up on SOL

Even before any official ETF nod, treasury firms are acting fast. The Solana Strategic Reserve (SSR) tracker shows entities holding 17.806 million SOL, valued at $4.15 billion, representing about 3% of the total supply. The combined staking reserve sits at 11.158 million SOL, worth $2.60 billion, with an average yield of 7.94%.

The graph in the tweet illustrates a steady upward trend in SSR + Staking SOL reserves over the past week, signaling growing confidence. This accumulation isn't just speculative—it's strategic, aimed at bolstering balance sheets and generating yields through staking.

VisionSys AI and Marinade Finance: A Game-Changing Partnership

Last week, Nasdaq-listed VisionSys AI announced a collaboration with Marinade Finance to build a $2 billion digital treasury on Solana. Marinade, a leading DeFi protocol for liquid staking on Solana, will handle the staking operations. In the first phase, VisionSys plans to acquire and stake $500 million worth of SOL over six months.

This move leverages Marinade's expertise to enhance liquidity and drive long-term value. As @jussy_world points out, this could become the biggest treasury company on Solana, adding billions in buying pressure. For context, staking involves locking up tokens to secure the network and earn rewards—think of it as earning interest on your crypto savings.

How This Affects Meme Tokens on Solana

Solana has long been the go-to chain for meme tokens, thanks to its low fees and fast transactions. Projects like Dogwifhat, Bonk, and countless others thrive here. With treasuries piling in and ETF approval on the horizon, SOL's price surge could create a ripple effect:

  • Increased Liquidity: Higher SOL valuations mean more capital flowing into the ecosystem, making it easier to launch and trade meme tokens.
  • Bullish Sentiment: Institutional interest often attracts retail investors, pumping up hype around Solana-based memes.
  • Staking Yields: Protocols like Marinade make staking accessible, potentially integrating with meme projects for innovative DeFi-meme hybrids.

Replies to the tweet echo this optimism, with users predicting SOL could hit $400 in Q4 2025. One commenter noted, "Solana ETFs, Solana treasuries...never been more bullish." If history with Bitcoin and Ethereum ETFs is any guide, this could mark a turning point for Solana's meme economy.

Stay tuned as we monitor the SEC's decision—head over to the original tweet for real-time discussions. In the meantime, if you're into meme tokens, now might be the time to explore Solana's vibrant scene.

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