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@tkn_tracker "Solana Treasury Weekly Recap $SOL Price +5% $DFDV: - Stock (21)% - Holds 1M $SOL (0.0514 SOL/share) - mNAV fell from 3.01x 2.00x - +141K $SOL added $UPXI: - Stock (18)% - Holds 1.9M $SOL (0.035 SOL/share) - mNAV fell from 1.25x 0.93x - +83K $SOL added - Announced up to $500M ELOC with AGP"
@tkn_tracker on X 2025-07-26 03:30:00 UTC XXX followers, 1961 engagements

"$UPXI is nearing 2M $SOL without an active ATM. To fund the buys: - Issued $150M convertible note for locked $SOL - Closed $50M private placement (w/ mgmt participating) A creative scalable playbook. Now its all about continued execution"
@tkn_tracker on X 2025-07-24 00:00:01 UTC XXX followers, 2227 engagements

"$UPXI just announced a $500M ELOC with AGP unlocking firepower for $SOL buys via stock sales once its S-1 goes effective. Additional access to capital is coming. But with NAV 1x market conditions will matter"
@tkn_tracker on X 2025-07-26 02:00:01 UTC XXX followers, 1207 engagements

"$UPXI bought 78K $SOL and is now the largest public $SOL treasury holder. Total: 680K $SOL edging past $DFDV's 609K. XX% of its 680K $SOL was purchased as discounted locked $SOL latest buy XX% below spot price. Creating built-in gains for investors. Locked $SOL lowers cost basis boosts NAV and compounds long-term gains"
@tkn_tracker on X 2025-05-29 16:07:00 UTC XXX followers, 2763 engagements

"$UPXI's stock has slumped now trading below 1x NAV meaning its $SOL holdings are worth more than its market cap. Management has creatively scaled $SOL buys but investors should monitor how steep the discount to $SOL becomes"
@tkn_tracker on X 2025-07-25 01:00:02 UTC XXX followers, 3519 engagements

"$DFDV is setting the gold standard for transparency publishing NAV and SPS across scenarios: - Current - Adjusted for debt - Debt converting to equity - Fully diluted (warrants + convertible debt) Retail can stress test NAV/SPS and management is accountable to raise 1x NAV. A disclosure model other $SOL treasuries should follow"
@tkn_tracker on X 2025-07-17 01:00:01 UTC XXX followers, 5166 engagements

"$SOL per share (SPS) is key when comparing $DFDV vs $UPXI: X $DFDV share (0.051 SPS) = XXX $UPXI shares (0.104 SPS) giving $UPXI a 2x+ SPS edge. But as SPS levels shift the spotlight may turn to capital efficiency and long-term $SOL accumulation strategies"
@tkn_tracker on X 2025-07-23 01:41:36 UTC XXX followers, 3040 engagements

"$DFDV stacked 1M $SOL in XXX days. At $135/SOL the next 1M = $135M. With $19.2M raised in July via ELOC and $2M/day pace $DFDV could hit 2M $SOL in just XX days. The $SOL accumulation flywheel is accelerating"
@tkn_tracker on X 2025-07-23 21:30:00 UTC XXX followers, 4605 engagements