A portfolio write-down of $200 million did not stop institutional bets on Solana, and instead Nasdaq-listed companies increased positions and launched new rounds to raise their exposure to the ecosystem. The Solana Price Prediction is at the center of the debate due to treasury movements, corporate tokenization initiatives and technical signals considered bullish by several analysts.
Nasdaq-listed companies have responded to the volatility by increasing positions: Upexi, after recording the loss mentioned since September, announced on Nov. 26, 2025 a private placement of $23 million to expand its exposure to Solana. Another listed entity secured financing of $200 million, allocating $150 million specifically to its SOL treasury strategy, constituting a direct balance-sheet reinforcement.
Overall, institutions have placed approximately $510 million into SOL, with Solana Spot ETF products standing out as the only crypto assets continuing to attract steady capital inflows amid a volatile market. This accumulation pattern is not limited to corporate treasuries: large investors or ‘whales’ have bought during corrections, a dynamic that, together with technical signals such as a ‘cup-and-handle’ pattern, puts a potential initial breakout target in the $300–$320 range.
For traders and managers, these moves reflect selective buying on dips and the narrative of Solana as a value play against daily swings.
Institutional bets and Solana Price Prediction
The institutional strategy relies on practical on-chain developments: Forward Industries, also listed on Nasdaq, announced the tokenization of its common stock on Solana, backed by a private placement (PIPE) of $1.65 billion led by players such as Galaxy Digital and Jump Crypto, using platforms like Superstate and Opening Bell. In parallel, DevvStream allocated $10 million to integrate Solana into carbon credit tokenization markets, while companies such as Aurora Mobile and SOL Strategies increase their operational involvement in the ecosystem.
Project activity contrasts with adoption metrics described as explosive, including a reported increase of 5,349% in certain indicators over 30 days, reflecting strong interest from developers and users. In that context, analyst-cited projections envision price targets for SOL ranging from $300 to over $1,000 in 2025, and long-term estimates toward $3,200 for 2030. The emergence of regulated vehicles such as the Hashdex Nasdaq Solana ETF reinforces, according to observers, the institutional pathway to channel capital into these developments.
Conclusion The mix of increased treasuries, tokenization projects and technical signals places Solana in a position that attracts institutional capital despite prior losses; the prevailing reading is that companies seek to build infrastructure rather than make speculative bets.
