Sol Strategies' Feb. 3 holdings at 530,251 SOL

Executive Summary

• Sol Strategies Inc. reported significant growth in its validator network for January 2026, surpassing 31,000 unique wallet addresses and reaching $4 million in SOL assets under delegation (AuD).
• The company launched STKESOL, a liquid staking platform, which attracted over 680,000 SOL in inflows within its first two weeks and secured integrations with major DeFi protocols including Kamino, Squads, Jupiter, and Orca.
• The company’s treasury holds approximately $71.7 million in SOL assets, and the validator network achieved a peak APY of 6.47% while maintaining 99.99% uptime.

Key Details

• Validator Network Growth:
  • Surpassed 31,000 unique wallet addresses delegating to the network.
  • Reached 4,000,000 SOL in Assets Under Delegation (AuD).
  • Represents 105% growth in unique wallet adoption since September 2025.
  • Total unique wallets served: 32,543.
  • Validator uptime: 99.99% across all proprietary validators.
  • SOL earned from proprietary validators in January: ~1,096 SOL.
  • Peak APY delivered: 6.47% (Orangefin) vs. 6.09% network average.
• STKESOL Liquid Staking Platform Launch (Jan 20, 2026):
  • Launch of STKESOL, a liquid staking token allowing SOL holders to earn rewards while maintaining liquidity for DeFi use.
  • Inflows in first two weeks: >680,000 SOL.
  • Delegated to >50 validators.
  • Integrations secured with Kamino, Squads, Jupiter, and Orca.
  • Uses audited SPL Stake Pool program with automated delegation to reduce concentration risk.
  • Total SOL staked in STKESOL: 683,062 SOL.
  • Unique STKESOL holders: 675.
• Treasury Holdings (as of Feb 3, 2026):
  • Total Treasury SOL (including liquid staked): 530,251 SOL (~$71,716,447).
  • Direct SOL holdings: 402,004 SOL.
  • jitoSOL holdings: 37,043 JitoSOL (~46,474 SOL).
  • STKESOL holdings: 81,149 STKESOL (~81,640 SOL).
• Upcoming Events:
  • Roth Conference: March 22–24, 2026, in Laguna Beach, Calif.
  • Annual General and Special Shareholder Meeting: March 31, 2026, to address shareholder requisition items.

Notable Quotes

• "January delivered meaningful progress across our validator network and technology platform. Surpassing 31,000 unique wallets and four million SOL in assets under delegation, combined with STKESOL's launch attracting over 680,000 SOL, demonstrates market validation of our infrastructure and staking services. We're building technology that generates multiple revenue streams while contributing to the Solana network's decentralization." — Michael Hubbard, Interim CEO