DeFi Development (DSDV) Investor update summary

March 2026 business highlights

• Ended March with 2.2 million SOL, valued at $185 million, and SPS grew from 0.0743 to 0.0754.

• dfdvSOL supply increased 30% after Jupiter Lend raised the cap, driving further ecosystem integration.

• Published research on agentic finance and continued expanding partnerships and original content.

dfdvSOL and ecosystem integration

• dfdvSOL is now integrated across nearly all major Solana DeFi projects, reaching full platform saturation.

• Focus remains on organic growth rather than aggressive marketing, as dfdvSOL is not a direct profit center.

• Potential future expansion to Ethereum is being considered.

Research and valuation methodology

• Introduced the DFDV model, valuing SOL like land in a growing city, emphasizing scarcity and demand.

• Agentic AI is seen as a key future demand driver for SOL, with Solana's speed and low cost as major advantages.

• Solana holds a significant share of x402 volume, indicating strong network activity.