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Solana Treasury Companies are wild - all NAV PREMS (Patreon)

Published:
2025-07-29 14:57:31
Imported:
2026-06
Tags:
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Content

Lots of confusion and huge seperation

NAV PREM CYFRF/HODL

They appear to be pivoting to focusing on Validators (sep post on that coming). Nav Prem 130.11%

NAV PREM DFDV

They continue to stack . Nav Prem 47%

NAV PREM UPXI

They are the biggest but selling at a massive discount nearly 19% discount to their bag. Some other things going on right now too we are trying to get to the bottom of. See below.

This is causing some confusion

Files

Previews only

Comments

Maine McEachern

UPXI with a -19% NAV premium? Insane! How is it possible? Is the market really that irrational or are we unaware of an important negative factor?

Robert D

So you can buy ssk the sol etf which trades virtually 1 for 1 or buy a sol proxy trading a premium - to me this is grayscale gbtc all over again. These proxies will ultimately trade at a discount w/ no mechanism to get back to par - what am I missing?

Robert D
>>182199654

There's no mechanism to get it back to fair value so why can't it trade in the future at a 50% discount?

onedollaretc

Maybe UPXI has not being discovered by Wall Street? ala MSTR in 2022?

hennie

reg upexi: if you go to yahoo finance and follow the news on the ticker for Upixi, you can find some negative news from the past, like manipulation of the shareprice(by outsiders supposedly) and a relisting on the nasdaq after being too late with their filings. They got relisted, but those two things combined may have left a bad taste somewhere and maybe people think their former core business was/is not doing very well. The sol strategy gave people perhaps a chance to sell shares. The shareprice went from the yearly high at 15 usd to 2.51 in July.

SantaT27

Seems like James is trying to trash sol strategies and get people to buy upexi. Not financial advice

Mayur Mistry

Where can I find these spreadsheets?

Dark Star

When sufficient data is available. a comparison of these SOL Plays would be great. We don't need Financial Advice about what to buy, just a data based comparison of these assets.

Jonny99

anyway we can access the live modles for this

Los

Can we get an update for this? Thanks