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![matthew_sigel Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::886396943982899201.png) matthew sigel, recovering CFA [@matthew_sigel](/creator/twitter/matthew_sigel) on x 45.2K followers
Created: 2025-06-16 11:39:46 UTC

Cantor initiates on Solana treasury companies (HODL CN, DFDV, UPXI) w/ OUTPERFORM ratings.

Says Solana-oriented balance sheets deserve bigger premiums than BTC co's due to native revenue opportunities & higher volatility.

![](https://pbs.twimg.com/media/Gtj9tirXMAAiYZQ.png)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1934576630707744797/c:line.svg)

**Related Topics**
[volatility](/topic/volatility)
[cos](/topic/cos)
[dfdv](/topic/dfdv)
[hodl](/topic/hodl)
[solana](/topic/solana)
[coins layer 1](/topic/coins-layer-1)
[coins defi](/topic/coins-defi)
[coins made in usa](/topic/coins-made-in-usa)

[Post Link](https://x.com/matthew_sigel/status/1934576630707744797)