DeFi Development Corp. Releases August & September 2026 Recap Highlighting CHAD Launch, Renewed SOL Accumulation, and Treasury Growth Above 2.5 Million SOL

CHAD provides preferred-capital fundraising capacity that may support future SOL accumulation without increasing DFDV’s common share count.

Rhea-AI Summary

DeFi Development (Nasdaq: DFDV) resumed active Solana accumulation during August and September 2026, surpassing 2.5 million SOL and SOL equivalents. It added more than 226,000 SOL and SOL equivalents since its August 12 shareholder update.

The company launched CHAD, its Nasdaq-listed Variable Rate Series C Perpetual Preferred Stock, and subsequently established a $300 million at-the-market offering program. This provides capacity to raise preferred capital that may support future SOL accumulation without increasing the common share count. Its SOL Boost strategy focuses on increasing SOL exposure per common share through capital formation, staking yield and validator operations.

5 points · 1 major

PositiveiHow this balance works

How this balance works

Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.

It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.

Rhea-AI Sentiment measures something else, the tone of the wording.

How the balance worksHow Sentiment works

0 major · 0 points

Hollow bars mark forward-looking points. How the balance works

Positive

• Major pointSOL holdings surpassed 2.5 million SOL and SOL equivalents after active accumulation resumed during August and September.
• Moderate pointCHAD preferred stock launched, establishing a second capital markets engine alongside common equity.
• Moderate point. Forward-looking: it has not happened yet and may not happen.$300 million at-the-market CHAD program may fund future SOL accumulation without increasing the common share count. 2× market cap
• Minor pointMore than 226,000 SOL and SOL equivalents were added since the August 12 shareholder update.
• Minor point. Forward-looking: it has not happened yet and may not happen.SOL Boost strategy targets increased SOL exposure per common share through capital formation, staking yield and validator operations.

Negative

• None.

Key Figures

SOL treasury: More than 2.5 million SOL and SOL equivalents SOL added: More than 226,000 SOL and SOL equivalents CHAD at-the-market offering program: $300 million

SOL treasury

More than 2.5 million SOL and SOL equivalents

Treasury level reported in the recap

SOL added

More than 226,000 SOL and SOL equivalents

Since the August 12 shareholder update

CHAD at-the-market offering program

$300 million

Established to provide capacity to raise perpetual preferred capital

Previous Crypto Reports

3 past events · Latest: Oct 05

Same Type 3 events

1. Oct 05

   SOL treasury growth

   24h Move

   +4.3%

   Preliminary treasury reached 2,564,212 SOL equivalents, up 11% since August 12.

2. Sep 28

   SOL treasury growth

   24h Move

   -7.7%

   Treasury reached 2,538,010 SOL equivalents after additions, surpassing 2.5 million holdings.

3. Sep 21

   SOL treasury growth

   24h Move

   +7.3%

   Added 101,381 SOL in one week and reported 2,490,304 total SOL equivalents.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

at-the-market offering, perpetual preferred stock, staking yield

3 terms

at-the-market offering financial

"established a $300 million at-the-market offering program for CHAD"

An at-the-market offering is a method companies use to sell new shares of stock directly into the open market over time, rather than all at once. This allows them to raise money gradually, similar to selling small pieces of a product instead of a large batch. For investors, it means the company can access funding more flexibly, but it may also increase the supply of shares and influence the stock’s price.

perpetual preferred stock financial

"Nasdaq-listed Variable Rate Series C Perpetual Preferred Stock"

A perpetual preferred stock is a type of share that behaves like a forever-lasting, fixed-income investment: it pays regular dividends and has no set maturity date, yet it represents ownership rather than a loan. It ranks ahead of common stock for dividend payments and in liquidation, so investors treat it as a mix between a bond and an equity stake; its value depends largely on the issuer’s credit and prevailing interest rates.

staking yield technical

"capital formation, staking yield, validator operations"

Staking yield is the return or profit earned by holding and locking up a specific digital asset in a blockchain network to support its operations. It’s similar to earning interest on a savings account, providing investors with regular rewards for helping to keep the network secure and functioning properly. This makes staking yield an important factor for investors seeking ongoing income from their digital assets.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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BOCA RATON, FL, Oct. 08, 2026 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (the “Company”), the first U.S. public company with a treasury strategy built around accumulating and compounding Solana (SOL), today announced the release of its August & September 2026 Recap, highlighting renewed SOL accumulation, the launch of CHAD, continued execution of the Company’s SOL Boost strategy, and expanded engagement across the Solana ecosystem.

During the period, the Company resumed active SOL accumulation and surpassed 2.5 million SOL and SOL equivalents, adding more than 226,000 SOL and SOL equivalents since its August 12 shareholder update.

The Company also launched CHAD, its Nasdaq-listed Variable Rate Series C Perpetual Preferred Stock, establishing a second capital markets engine alongside common equity. DeFi Dev Corp. subsequently established a $300 million at-the-market offering program for CHAD, providing additional capacity to raise perpetual preferred capital that may be used to support future SOL accumulation without increasing DFDV’s common share count.

The recap also highlights the SOL Boost Framework in action during a strong quarter for SOL, as the Company continued to focus on increasing SOL exposure per common share through disciplined capital formation, staking yield, validator operations, and long-term growth in SOL Per Share.

Additional highlights include the launch of State of Solana, a real-time platform tracking Solana market, network, DeFi, staking, governance, and ecosystem data, as well as the Company’s support for SIMD-0550 and SIMD-0553, two governance proposals intended to strengthen Solana’s long-term tokenomics.

The full August & September 2026 Business Recap is available at: https://defidevcorp.beehiiv.com/p/aug-sept-2026-recap.

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 also an AI-powered online platform that connects the commercial real estate industry by providing value-add services and software subscriptions to multifamily and commercial property professionals, as the Company connects the increasingly complex ecosystem that stakeholders have to manage. The Company’s data and software offerings are generally offered on a subscription basis as software as a service.

Investor Contact:
ir@defidevcorp.com

Media Contact:
press@defidevcorp.com

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How much Solana did DeFi Development hold in its August and September 2026 recap?

DeFi Development surpassed 2.5 million SOL and SOL equivalents during the period. It resumed active SOL accumulation and added more than 226,000 SOL and SOL equivalents since its August 12 shareholder update.

What is DeFi Development’s CHAD offering program?

DeFi Development established a $300 million at-the-market offering program for CHAD, its Nasdaq-listed Variable Rate Series C Perpetual Preferred Stock. The program provides capacity to raise preferred capital that may support future SOL accumulation without increasing DFDV’s common share count.