DeFi Development Corp. Adopts Solstice YieldVault to Power Onchain Treasury Yield Strategy

Rhea-AI Summary

DeFi Development Corp (Nasdaq: DFDV) partnered with Solstice to deploy a portion of its onchain treasury into Solstice’s institutional-grade YieldVault to generate non-directional yield while maintaining a conservative risk profile.

DFDV is the first Nasdaq-listed company to use Solstice’s delta-neutral yield infrastructure; allocations will use funding-rate arbitrage, hedged staking, and tokenized U.S. Treasury bills, with dynamic adjustments by market conditions. Client assets settle off-exchange via regulated custodians Copper and Ceffu, and vault balances are independently attested bi-weekly by Accountable, with daily attestations expected to launch soon.

Onchain yield will support growing SOL Per Share (SPS) holdings and cover operational expenses; DFDV will also participate in Solstice’s Flares program to earn proportional SLX allocations at token generation.

Positive

• First Nasdaq-listed company to use Solstice delta-neutral yield infrastructure
• Client assets settle through regulated custodians Copper and Ceffu
• Vault balances independently attested bi-weekly by Accountable

Negative

• Daily attestations are not yet live; they are expected to launch soon

News Market Reaction

+9.09%

25 alerts

+9.09% News Effect

+13.3% Peak in 25 hr 34 min

+$21M Valuation Impact

$252M Market Cap

0.8x Rel. Volume

On the day this news was published, DFDV gained 9.09%, reflecting a notable positive market reaction. Argus tracked a peak move of +13.3% during that session. Our momentum scanner triggered 25 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $21M to the company's valuation, bringing the market cap to $252M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Attestation frequency: Bi-weekly Planned attestation cadence: Daily

2 metrics

Attestation frequency Bi-weekly Overcollateralization attestations by Accountable for Solstice YieldVault

Planned attestation cadence Daily Expected future frequency of YieldVault collateral attestations

Market Reality Check

Price: $7.95 Vol: Volume 1,874,625 is rough...

normal vol

$7.95 Last Close

Volume Volume 1,874,625 is roughly in line with the 20-day average. normal

Technical Price 7.15 trades below the 200-day MA at 14.07, reflecting prior weakness.

Peers on Argus

DFDV was up 4.69% pre-news. Peers showed mixed but often positive moves: XNET up...

1 Up

DFDV was up 4.69% pre-news. Peers showed mixed but often positive moves: XNET up 6.7%, ALLT and IMXI modestly higher, while AMBR and GRRR were down. This suggests some broader sector strength alongside company-specific catalysts.

Historical Context

5 past events · Latest: Jan 08 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 08	Conference appearance	Positive	+4.8%	Executive speaking slot at Needham growth conference highlighted strategy and outreach.
Jan 08	Product integration	Positive	+4.8%	Mooncake adopted dfdvSOL as core collateral for leveraged SOL market.
Jan 07	Year-in-review update	Positive	-9.1%	2025 review detailed capital raised, SOL treasury scale, and equity line.
Jan 05	Solana report	Positive	+23.4%	Data-driven Solana adoption report and explanation of SOL-focused treasury policy.
Jan 05	Yield partnership	Positive	+23.4%	Hylo partnership to deploy treasury into Solana-native yield and points program.

Pattern Detected

Crypto- and Solana-focused announcements have often coincided with positive moves, though one major update saw a negative reaction.

Recent Company History

Over the past weeks, DFDV has issued a series of Solana- and crypto-focused updates, including a Q4 2025 business update on Jan 5, 2026 with higher SPS and treasury growth, a Solana network report the same day, and a 2025 Year in Review on Jan 7 detailing capital raised and SOL holdings. Subsequent partnership and conference news on Jan 8 drew positive reactions. Today’s Solstice YieldVault partnership extends this onchain yield and ecosystem-partnership trajectory.

Market Pulse Summary

The stock moved +9.1% in the session following this news. A strong positive reaction aligns with DFD...

Analysis

The stock moved +9.1% in the session following this news. A strong positive reaction aligns with DFDV’s pattern of upbeat responses to Solana- and yield-focused announcements, where prior crypto-tagged events showed average moves of about 13.12%. However, the stock traded far below its 200-day MA of 14.07 and roughly 85.4% under its 52-week high, indicating a previously weak trend. Investors have also seen occasional negative reactions to seemingly positive updates, so enthusiasm around new yield deployments could reverse if execution, crypto markets, or leverage concerns resurface.

Key Terms

onchain, delta-neutral, funding rate arbitrage, hedged staking, +4 more

8 terms

onchain technical

"partnered with Solstice to deploy a portion of its onchain treasury"

"Onchain" describes activities, transactions, or data that happen directly on a blockchain, which is a digital ledger that records information transparently and securely. For investors, onchain activities provide real-time insights into how assets are moving and how networks are functioning, helping them make more informed decisions. Think of it as watching transactions happen live on a public record, similar to seeing a receipt posted online immediately after a purchase.

delta-neutral financial

"utilize Solstice’s delta-neutral yield infrastructure for digital asset treasury"

A delta-neutral position is an investment setup designed so the overall value barely changes when the underlying stock moves a little, achieved by balancing instruments whose price responses cancel each other out. Think of it like balancing a scale so small nudges left or right don't tip it; this matters to investors because it reduces directional risk, helping them focus on earning from time decay, volatility changes, or arbitrage instead of betting on stock direction.

funding rate arbitrage financial

"designed to generate yield through funding rate arbitrage, hedged staking"

Funding rate arbitrage is a trading strategy that captures the regular payments exchanged between buyers and sellers in certain leveraged derivative markets (often crypto perpetual contracts) by holding offsetting positions so those payments become a source of profit. Think of it like parking fees: when one side of the market pays another because demand is unbalanced, an arbitrageur parks equal opposite positions to collect the fee while limiting price risk. It matters to investors because it affects the true cost of leverage, can provide steady small returns, and signals market sentiment and liquidity conditions.

hedged staking financial

"generate yield through funding rate arbitrage, hedged staking, and tokenized"

Hedged staking is when an investor locks up cryptocurrency to earn rewards but simultaneously takes offsetting bets—such as buying insurance, using derivatives, or shorting the token—to protect against price drops. It matters to investors because it aims to turn the ride on volatile token prices into a steadier income stream: like renting out a house for steady cash while buying insurance against tempests, you sacrifice some upside to reduce painful losses and counterparty risks.

tokenized U.S. Treasury bills financial

"hedged staking, and tokenized U.S. Treasury bills, with allocations dynamically"

Tokenized U.S. Treasury bills are digital versions of short-term government IOUs created and tracked on a secure electronic ledger, similar to turning a paper bill into a tradable digital file. They let investors buy, sell, and hold fractional pieces quickly and often at lower cost than traditional methods, improving access and settlement speed. Investors care because tokenization can increase liquidity and convenience but also introduces new custody, technology and regulatory considerations.

overcollateralization financial

"vault balances are independently verified through bi-weekly overcollateralization"

Overcollateralization is the practice of pledging assets worth more than the amount of debt they secure, creating a built-in safety cushion for lenders or bond investors if the underlying assets lose value. Think of it like leaving a larger-than-required security deposit: it lowers the chance investors suffer losses, can improve credit ratings, and usually means lower yields or stricter terms for borrowers because the investment is safer.

governance token financial

"allocations of Solstice’s governance token, SLX, at token generation"

A governance token is a digital asset that gives holders the right to vote on decisions affecting a decentralized project's rules, budget, upgrades, or partnerships — like a shareholder ballot but for software protocols and online platforms. Investors care because those votes can change how a project earns or distributes value, alters token supply or fees, and shapes long-term strategy; owning more tokens increases influence but also ties value to governance outcomes and related risks.

custodians financial

"Client assets settle off-exchange through regulated custodians, including Copper"

Custodians are banks or specialized firms that hold and safeguard securities and cash on behalf of investors, acting like a vault and record-keeper for financial assets. They handle tasks such as processing transfers, collecting dividends or interest, and keeping official ownership records, so investors can focus on decisions rather than safekeeping. Reliable custodians reduce the risk of loss or paperwork errors and are important for trust, liquidity and operational safety in investing.

AI-generated analysis. Not financial advice.

BOCA RATON, FL, Jan. 13, 2026 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (the “Company”), the first public company with a treasury strategy built to accumulate and compound Solana (“SOL”), today announced that it has partnered with Solstice to deploy a portion of its onchain treasury through Solstice’s institutional-grade YieldVault. DFDV becomes the first Nasdaq-listed company to utilize Solstice’s delta-neutral yield infrastructure for digital asset treasury management.

Through this partnership, DFDV will allocate capital into Solstice’s YieldVault, an onchain strategy designed to generate yield through funding rate arbitrage, hedged staking, and tokenized U.S. Treasury bills, with allocations dynamically adjusted based on market conditions. The strategy allows DFDV to generate non-directional yield while maintaining a conservative risk profile appropriate for a public company treasury.

Solstice’s YieldVault is designed specifically for institutional users. Client assets settle off-exchange through regulated custodians, including Copper and Ceffu, and vault balances are independently verified through bi-weekly overcollateralization attestations by Accountable, with daily attestations expected to launch soon.

For DFDV, onchain yield from Solstice will support growing SOL Per Share (SPS) holdings and covering operational expenses. As part of the partnership, DFDV will also participate in Solstice’s Flares program, a points-based system that tracks ecosystem contributions and converts into proportional allocations of Solstice’s governance token, SLX, at token generation. Flares are designed to reward long-term capital, liquidity, and usage across the Solstice ecosystem, including USX, eUSX, YieldVault, and partner DeFi integrations.

Investors and ecosystem participants who wish to support DFDV’s mission to grow SOL per share while engaging with Solstice’s yield and incentive programs can do so using DFDV’s Solstice referral link, which directs Flares earned through participation back toward the DFDV ecosystem.

DFDV’s referral code: sExutNw9eh
https://app.solstice.finance/earn-flares

Learn more about Solstice Flares: https://docs.solstice.finance/solstice-for-users/flares

Learn more about Solstice: https://docs.solstice.finance/

About DeFi Development Corp.

DeFi Development Corp. (Nasdaq: DFDV) has adopted a treasury policy under which the principal holding in its treasury reserve is allocated to SOL. Through this strategy, the Company provides investors with direct economic exposure to SOL, while also actively participating in the growth of the Solana ecosystem. In addition to holding and staking SOL, DeFi Development Corp. operates its own validator infrastructure, generating staking rewards and fees from delegated stake. The Company is also engaged across decentralized finance (“DeFi”) opportunities and continues to explore innovative ways to support and benefit from Solana’s expanding application layer.

The Company is an AI-powered online platform that connects the commercial real estate industry by providing data and software subscriptions, as well as value-add services, to multifamily and commercial property professionals, as the Company connects the increasingly complex ecosystem that stakeholders have to manage.

The Company currently serves more than one million web users annually, including multifamily and commercial property owners and developers applying for billions of dollars of debt financing per year, professional service providers, and thousands of multifamily and commercial property lenders, including more than 10% of the banks in America, credit unions, real estate investment trusts (“REITs”), debt funds, Fannie Mae® and Freddie Mac® multifamily lenders, FHA multifamily lenders, commercial mortgage-backed securities (“CMBS”) lenders, Small Business Administration (“SBA”) lenders, and more. The Company’s data and software offerings are generally offered on a subscription basis as software as a service (“SaaS”).

About Solstice

Solstice is the yield infrastructure layer for Solana. The protocol offers USX, the largest Solana-native stablecoin, and eUSX, a yield-bearing token powered by the YieldVault delta-neutral strategy. Solstice manages approximately $300 million in TVL across 24,000+ holders as of January 2026, with deep integrations across major Solana DeFi protocols.

The underlying strategy has operated since January 2023, managing $200 million+ in institutional capital before launching permissionless access in September 2025. Overcollateralization is independently verified by Accountable. Client assets settle off-exchange via regulated custodians including Copper and Ceffu.

Forward Looking Statements

This release contains "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including concerning the warrant distribution; the anticipated record date and distribution date for the warrant; the anticipated gross proceeds from the exercise of warrants; the expected use of proceeds; the acceptance to trading of the warrants on the Nasdaq Capital Market; the prices of the warrants; and the existence of a market for those warrants. Forward-looking statements can be identified by words such as: "anticipate," "intend," "plan," "believe," "project," "estimate," "expect," strategy," "future," "likely," "may,", "should," "will" and similar references to future periods. Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based only on our current beliefs, expectations and assumptions regarding the future of our business, future plans and strategies, projections, anticipated events and trends, the economy and other future conditions. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict and many of which are outside of our control, including market risks, trends and uncertainties, and other risks and uncertainties more fully in the section captioned "Risk Factors" in the Company's most recent Annual Report on Form 10-K, subsequent Quarterly Reports on Form 10-Q and other reports we file with the SEC. As a result of these matters, changes in facts, assumptions not being realized or other circumstances, the Company's actual results may differ materially from the expected results discussed in the forward-looking statements contained in this press release. Forward-looking statements contained in this announcement are made as of this date, and the Company undertakes no duty to update such information except as required under applicable law.

Investor Contact:
ir@defidevcorp.com

Media Contact:
press@defidevcorp.com

FAQ

What did DeFi Development Corp (DFDV) announce on January 13, 2026 about Solstice YieldVault?

DFDV announced a partnership to allocate a portion of its onchain treasury into Solstice’s institutional YieldVault to generate non-directional yield while maintaining a conservative treasury profile.

How will DFDV’s treasury assets be held and verified with Solstice YieldVault?

Client assets settle off-exchange via regulated custodians Copper and Ceffu, and vault balances are independently attested bi-weekly by Accountable.

What yield mechanisms does Solstice YieldVault use for DFDV’s allocations?

The YieldVault uses funding-rate arbitrage, hedged staking, and tokenized U.S. Treasury bills with dynamic allocation by market conditions.

How will Solstice yield support DFDV’s business goals (DFDV)?

Onchain yield will support growing SOL Per Share (SPS) holdings and help cover operational expenses.

What is Solstice Flares and how will DFDV participate (DFDV)?

Flares is a points program that tracks ecosystem contributions and converts to proportional allocations of Solstice’s governance token SLX at token generation; DFDV will participate and direct referral-earned Flares back to its ecosystem.

Are daily attestations for Solstice Vault balances currently available for DFDV (DFDV)?

No; vault balances are independently attested bi-weekly now, and daily attestations are expected to launch soon.