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BREAKING: DeFi Development presented a comprehensive defense of its Solana centric strategy, combining a scarcity and demand thesis for SOL, a target of 1 SOL per share by 2028, and new leverage options through Apex and preferred equity.
The company also warned that the digital asset treasury market faces NAV compression and potential market consolidation among competitors.
The company maintains that SOL should be analyzed using supply and demand, not traditional discounted cash flow models.