[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@tkn_tracker](/creator/twitter/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 $500M ELOC with AGP"  [@tkn_tracker](/creator/x/tkn_tracker) on [X](/post/tweet/1948948893988741219) 2025-07-26 03:30:00 UTC XXX followers, XXX engagements "$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](/creator/x/tkn_tracker) on [X](/post/tweet/1948171272405274896) 2025-07-24 00:00:01 UTC XXX followers, 1901 engagements "Why is $DFDV down despite strong guidance (0.165 SPS by June 2026 vs XXXXX today) 3.9M shares (20% of float) likely hit the market after prior raise unlocks: - 2.4M convertible shares @ $XXXX - 1.5M prefunded warrants @ $XXXX Strong outlook but near-term pressure = supply overhang"  [@tkn_tracker](/creator/x/tkn_tracker) on [X](/post/tweet/1944992862007173404) 2025-07-15 05:30:09 UTC XXX followers, 1738 engagements "$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 $SOL becomes"  [@tkn_tracker](/creator/x/tkn_tracker) on [X](/post/tweet/1948548762852364602) 2025-07-25 01:00:02 UTC XXX followers, 3066 engagements "$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 $SOL treasuries should follow"  [@tkn_tracker](/creator/x/tkn_tracker) on [X](/post/tweet/1945649655942971597) 2025-07-17 01:00:01 UTC XXX followers, 5117 engagements "$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 $SOL accumulation strategies"  [@tkn_tracker](/creator/x/tkn_tracker) on [X](/post/tweet/1947834449326182442) 2025-07-23 01:41:36 UTC XXX followers, 2785 engagements "$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](/creator/x/tkn_tracker) on [X](/post/tweet/1948133522419671126) 2025-07-23 21:30:00 UTC XXX followers, 4287 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@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 $500M ELOC with AGP"
@tkn_tracker on X 2025-07-26 03:30:00 UTC XXX followers, XXX engagements
"$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, 1901 engagements
"Why is $DFDV down despite strong guidance (0.165 SPS by June 2026 vs XXXXX today) 3.9M shares (20% of float) likely hit the market after prior raise unlocks: - 2.4M convertible shares @ $XXXX - 1.5M prefunded warrants @ $XXXX Strong outlook but near-term pressure = supply overhang" @tkn_tracker on X 2025-07-15 05:30:09 UTC XXX followers, 1738 engagements
"$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 $SOL becomes" @tkn_tracker on X 2025-07-25 01:00:02 UTC XXX followers, 3066 engagements
"$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 $SOL treasuries should follow" @tkn_tracker on X 2025-07-17 01:00:01 UTC XXX followers, 5117 engagements
"$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 $SOL accumulation strategies" @tkn_tracker on X 2025-07-23 01:41:36 UTC XXX followers, 2785 engagements
"$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, 4287 engagements