VisionSys AI said it will place up to $2 billion into a Solana treasury program run with Marinade Finance. The first step is a $500 million SOL purchase that will be staked during the next six months, with the firm expecting added liquidity and more institutional buyers for SOL that may alter how investors and fund managers judge risk. According to a press release and media reports, the goal is to harden the company’s balance sheet and to earn yield from staking.
The partnership names Marinade Finance as the sole staking provider and ecosystem partner for VisionSys. Services listed by the firm and include KYC validators and SOC 2 custody. Marinade will use its liquid staking protocol so the treasury keeps access to liquidity while it aims for 6 – 8 % annual returns, and after the news, VisionSys AI stock fell sharply while SOL climbed about 7 % according to the cited summary.
Treasury plan and partnership details
Institutional adoption could accelerate as a public company considers up to $2 billion in DeFi, a step that may validate on chain treasury tactics and pull more institutional money into Solana. A six month, $500 million purchase schedule can boost short term demand for SOL, and the 7 % price jump already shows the effect. Required KYC next to SOC 2 custody points to compliance and security concerns, while regulatory change and market swings remain open risks. Marinade is already the named provider in a Solana staking ETF filed by Marinade besides Canary Capital, tying the treasury into a regulated wrapper.
The next verifiable milestone is the $500 million SOL purchase and stake during the coming six months. Traders and managers should track the purchase calendar, the staking flow and volatility cues while they weigh regulatory next to execution risk.
