DeFi Development Corp.’s dfdvSOL Liquid Staking Token Added as Collateral on Jupiter Lend

Rhea-AI Summary

DeFi Development Corp (Nasdaq: DFDV) announced that its liquid staking token dfdvSOL is now accepted as collateral on Jupiter Lend, a Solana-based decentralized lending marketplace. The integration enables borrowing with loan-to-value up to 92%, a liquidation threshold of 93%, and leveraged strategies up to 12.49x.

Holders can continue to earn staking rewards as dfdvSOL appreciates relative to SOL while accessing liquidity and composability across Solana DeFi protocols, supporting the company’s SOL-first treasury strategy and onchain capital-efficiency goals.

Positive

• dfdvSOL listed as collateral on Jupiter Lend
• Loan-to-value availability up to 92%
• Collateral continues to earn staking rewards while borrowed
• Enables leverage strategies up to 12.49x

Negative

• High maximum leverage (12.49x) elevates potential liquidation risk
• Very high loan-to-value and tight 93% liquidation threshold increase volatility exposure

News Market Reaction

-25.13% 2.0x vol

83 alerts

-25.13% News Effect

-22.5% Trough in 8 hr 31 min

-$40M Valuation Impact

$120M Market Cap

2.0x Rel. Volume

On the day this news was published, DFDV declined 25.13%, reflecting a significant negative market reaction. Argus tracked a trough of -22.5% from its starting point during tracking. Our momentum scanner triggered 83 alerts that day, indicating high trading interest and price volatility. This price movement removed approximately $40M from the company's valuation, bringing the market cap to $120M at that time. Trading volume was elevated at 2.0x the daily average, suggesting increased selling activity.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Loan-to-value ratio: 92% Liquidation threshold: 93% Leverage multiplier: 12.49x

3 metrics

Loan-to-value ratio 92% Maximum LTV for borrowing against dfdvSOL on Jupiter Lend

Liquidation threshold 93% Liquidation threshold for dfdvSOL-backed loans on Jupiter Lend

Leverage multiplier 12.49x Maximum leverage for strategies using dfdvSOL as collateral

Market Reality Check

Price: $3.71 Vol: Volume 1,566,341 is in li...

normal vol

$3.71 Last Close

Volume Volume 1,566,341 is in line with 20-day average 1,568,196 (relative volume 1.0). normal

Technical Shares at $3.99 are trading below the $13.40 200-day moving average and 91.85% under the 52-week high.

Peers on Argus

DFDV was down 11.7% while peers showed mixed moves (e.g., AMBR +6.68%, GRRR -5.7...

DFDV was down 11.7% while peers showed mixed moves (e.g., AMBR +6.68%, GRRR -5.7%, ALLT -3.66%, XNET -3.75%). This points to a stock-specific move rather than a coordinated sector trend.

Previous Crypto Reports

5 past events · Latest: Feb 04 (Neutral)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 04	X Spaces AMA event	Neutral	-11.7%	Announcement of January 2026 recap and AMA via X Spaces.
Jan 28	X Spaces UK session	Neutral	-3.3%	Planned X Spaces with DFDV UK CEO on progress and next steps.
Jan 22	Memecoin launch	Neutral	-2.3%	Launch of DisclaimerCoin (DONT) memecoin and token allocation details.
Jan 13	Onchain yield strategy	Positive	+9.1%	Partnership with Solstice YieldVault to power digital asset treasury yield.
Jan 08	Conference appearance	Positive	+4.8%	Chief Strategy Officer speaking at Needham’s Growth Conference for investor outreach.

Pattern Detected

Crypto-tagged news has produced mixed reactions: two positive moves on strategic/visibility updates and three declines around community events and token initiatives.

Recent Company History

Over recent months, DFDV has repeatedly highlighted its Solana-focused strategy through crypto-tagged announcements. These include adopting Solstice YieldVault to generate onchain yield (+9.09% move on Jan 13), launching the DisclaimerCoin memecoin (-2.33% on Jan 22), and multiple X Spaces investor sessions (moves of -3.3% and -11.7%). A Needham conference appearance on Jan 08 coincided with a +4.85% reaction. Today’s integration of dfdvSOL into Jupiter Lend continues this pattern of deepening Solana DeFi infrastructure and investor-facing communication.

Historical Comparison

crypto

-0.7 %

Average Historical Move

Historical Analysis

In the past five crypto-tagged releases, DFDV’s average move was -0.68%, with both sharp gains and double-digit declines. The pre-news -11.7% slide sits at the more extreme end of its recent crypto-related volatility.

Typical Pattern

Crypto-tagged news has traced a path from conference visibility and X Spaces outreach to launch of a company memecoin and adoption of Solstice YieldVault. The current Jupiter Lend collateral listing extends this trajectory by embedding DFDV’s Solana-focused instruments more deeply into DeFi lending markets.

Market Pulse Summary

The stock dropped -25.1% in the session following this news. The decline reflects recent selling pre...

Analysis

The stock dropped -25.1% in the session following this news. The decline reflects recent selling pressure, with DFDV already down 11.7% before this collateral listing and trading far below its $48.98 52-week high. Historically, several crypto-tagged announcements, especially community events and token launches, coincided with negative moves, while infrastructure-focused news saw gains. The Jupiter Lend integration adds utility, but leverage-focused features and existing volatility leave room for sharp downside reactions.

Key Terms

liquid staking token, non-custodial, onchain, loan-to-value ratios, +4 more

8 terms

liquid staking token technical

"its liquid staking token, dfdvSOL, has been listed as collateral"

A liquid staking token is a digital asset that represents a stake in a blockchain network's security system, allowing investors to earn rewards for participating in network validation. Unlike traditional staking, which often locks up assets and limits access, these tokens can be freely traded or used in other transactions, providing flexibility and liquidity. This enables investors to earn rewards while still maintaining the ability to access or deploy their funds elsewhere.

non-custodial technical

"decentralized, non-custodial lending marketplace"

Non-custodial means that individuals have full control over their own assets without relying on a third party to hold or manage them. Think of it like keeping your money in your own wallet instead of a bank’s safe deposit box; you are responsible for safeguarding and using your assets directly. For investors, this offers greater privacy and control, but also requires more responsibility for security.

onchain technical

"borrow against them directly onchain"

"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.

loan-to-value ratios financial

"borrow against their position with loan-to-value ratios of up to 92%"

Loan-to-value ratio is the percentage that compares how much is borrowed to the market value of the asset used as collateral (for example, a mortgage loan amount divided by the home's appraised value). It matters to investors because a higher ratio means more leverage and greater risk of loss if prices fall, which affects interest rates, lending decisions and the stability or pricing of securities tied to those loans — like bonds or funds backed by mortgages or loans.

liquidation threshold financial

"a liquidation threshold of 93%"

A liquidation threshold is the preset level that triggers a forced sale of pledged assets or positions when their value falls too far relative to borrowed money or required coverage. Think of it like an automatic safety switch that sells belongings if their value drops past a guardrail. It matters to investors because hitting that level can lock in losses, change how risky a loan or trade is, and affect how much cushion you need to avoid a sudden forced sale.

leveraged strategies financial

"access leveraged strategies with a maximum multiplier of 12.49x"

Leveraged strategies use borrowed money or financial tools to amplify the effect of a small price move so gains are larger than they would be without leverage, and losses are larger as well. Like using a long crowbar to lift a heavy object with a small push, they can turn modest market moves into big profits or big losses, so investors should expect higher volatility, extra costs, and the need for close monitoring.

decentralized finance technical

"across decentralized finance markets"

Decentralized finance, often called DeFi, is a way of using digital technology to offer financial services like lending, borrowing, and trading without relying on traditional banks or institutions. It operates on open networks where anyone can participate, much like a digital marketplace that runs on shared computer systems. For investors, DeFi provides more direct control over their assets and access to financial activities outside conventional systems.

treasury strategy financial

"a treasury strategy built to accumulate and compound Solana"

A treasury strategy is a plan that organizations use to manage their money, investments, and financial risks to ensure they have enough funds when needed. It helps them make smart decisions about saving, spending, and borrowing, much like a household planning a budget to meet both everyday expenses and future goals. For investors, a well-crafted treasury strategy indicates financial stability and effective management of resources.

AI-generated analysis. Not financial advice.

BOCA RATON, FL, Feb. 05, 2026 (GLOBE NEWSWIRE) -- DeFi Development Corp. (Nasdaq: DFDV) (the “Company”), the first US public company with a treasury strategy built to accumulate and compound Solana (“SOL”), today announced that its liquid staking token, dfdvSOL, has been listed as collateral on Jupiter Lend, Solana’s fastest-growing decentralized, non-custodial lending marketplace.

Jupiter Lend is a pool-based money market that allows users to lend assets to earn yield and borrow against them directly onchain. With the addition of dfdvSOL, users can now unlock liquidity from their staked SOL exposure while remaining inside the Solana ecosystem, significantly expanding the utility and composability of DFDV’s liquid staking token across decentralized finance markets.

Under the integration, dfdvSOL holders can borrow against their position with loan-to-value ratios of up to 92%, a liquidation threshold of 93%, and access leveraged strategies with a maximum multiplier of 12.49x. And because dfdvSOL appreciates relative to SOL from the accumulation of staking rewards, holders continue earning yield on their collateral even while borrowing against it.

“This listing marks another major step in making dfdvSOL a core building block of Solana DeFi,” said Parker White, COO and CIO of DeFi Development Corp. “By enabling users to borrow against dfdvSOL on Jupiter Lend, we are extending its reach beyond traditional staking into capital-efficient lending strategies, reinforcing our mission to embed institutional-grade treasury primitives directly into onchain markets.”

The Jupiter Lend integration builds on DFDV’s broader effort to scale organic yield generation and deepen onchain infrastructure around its SOL-first treasury strategy. By expanding where dfdvSOL can be deployed across DeFi protocols, the Company continues to enhance capital efficiency on its balance sheet while strengthening its footprint inside the Solana ecosystem.

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 Jupiter
Jupiter is the global leader in onchain finance, building the infrastructure for an open financial future. With over $1 trillion in annual volume and the largest TVL on Solana, Jupiter delivers a unified onchain experience spanning spot, perpetuals, lending, staking, token creation, prediction markets, and mobile, with many more products to come.

Investor Contact:
ir@defidevcorp.com

Media Contact:
Prosek Partners
press@defidevcorp.com

FAQ

What does the Jupiter Lend listing mean for DFDV (DFDV) holders?

It enables dfdvSOL holders to borrow against staked SOL exposure while staying on Solana. According to DeFi Development Corp, users can unlock liquidity and use dfdvSOL across more DeFi protocols for capital-efficient strategies.

What borrowing terms are available for dfdvSOL on Jupiter Lend for DFDV token holders?

Borrowers can use dfdvSOL with loan-to-value ratios up to 92% and a 93% liquidation threshold. According to DeFi Development Corp, Jupiter Lend also supports leveraged strategies with a maximum multiplier of 12.49x.

Will DFDV holders continue earning staking rewards while borrowing against dfdvSOL?

Yes—holders continue to accrue staking rewards because dfdvSOL appreciates relative to SOL from rewards. According to DeFi Development Corp, collateralized dfdvSOL still captures staking yield even when used to secure loans.

How does the Jupiter Lend integration affect DFDV's treasury strategy?

The integration broadens where dfdvSOL can be deployed, enhancing onchain capital efficiency for the treasury. According to DeFi Development Corp, this supports scaling organic yield and deepening infrastructure around its SOL-first approach.

Are there increased risks for borrowers using dfdvSOL on Jupiter Lend?

Yes—high permitted leverage and LTV raise liquidation and volatility exposure for borrowers. According to DeFi Development Corp, loan-to-value up to 92% and a 12.49x multiplier enable greater capital efficiency but increase risk of forced liquidation.