Solana-linked equities rallied sharply after Solana Company unveiled a new institutional lending structure built around staked SOL. Traders pushed HSDT shares higher as markets responded to the prospect of unlocking liquidity from treasury holdings without forcing asset sales. Consequently, Solana Company stock closed at $2.21, marking a 14% daily gain.
Solana Company, Source: Google Finance
The stock added $0.28 from the previous $1.93 close. Intraday momentum remained firm, with price climbing from near $1.90 to a high around $2.35 before a modest pullback. Additionally, after-hours trading extended gains to $2.34, signaling sustained demand.
Anchorage Digital and Kamino Enable Custody-Based Borrowing
The rally followed a press release outlining a framework that allows institutions to borrow against natively staked SOL. Importantly, the assets remain in qualified custody while generating staking rewards. Hence, institutions can access liquidity without disrupting treasury strategies during weak market cycles.
Anchorage Digital expanded its Atlas collateral management platform through an integration with Kamino in collaboration with Solana Company. Under this structure, Anchorage oversees collateral held at Anchorage Digital Bank N.A. Meanwhile, Kamino provides on-chain lending infrastructure on Solana.
Besides preserving custody, the model introduces automated loan-to-value monitoring and margin controls. Institutions can deploy reward-bearing collateral while retaining compliance safeguards. Consequently, the arrangement bridges traditional custodial standards with decentralized liquidity markets.
Custody and Credit in One Framework
Anchorage acts as collateral manager for staked SOL under a tri-party control agreement. Therefore, borrowers keep assets in segregated custody accounts while accessing credit lines. Moreover, the system executes rules-based liquidations when required, reducing counterparty risk.
Cheryl Chan of Kamino said the partnership enables institutions to tap on-chain liquidity while staying within regulated frameworks. Additionally, the design targets treasury firms seeking protocol-native borrowing without sacrificing operational oversight.
Cosmo Jiang, General Partner at Pantera Capital and board member of Solana Company, described the initiative as transformative. He stated, “This structure demonstrates how institutional-grade infrastructure can unlock deeper participation on Solana.”
He added, “It’s a strong example of how regulated custody and onchain lending can work together within the Solana ecosystem.” He concluded, “Simply put, this scalable model is the blueprint other treasury companies will follow and institutional investors will demand.”
Growing Institutional Activity Around SOL
Significantly, several Solana-focused firms now emphasize staking income as a revenue pillar. SOL Strategies recently launched a liquid staking token backed by over 500,000 SOL.
Additionally, Sharps Technology reported roughly 7% annualized staking yield from treasury operations. However, Upexi disclosed a quarterly loss tied to accounting revaluations despite staking income growth.
Source: https://coinpaper.com/14608/solana-company-stock-jumps-14-on-staked-sol-lending-plan
