Sol Strategies (HODL) Fireside Chat summary

Introduction and agenda

• The discussion began with an introduction of the guest and a request for an overview of the company's focus and strategy.

• Fireside chat scheduled for October 16, 2025, at 11:00 am ET, hosted by Dr. John Roy of Water Tower Research.

• Discussion topics include recent leadership transition, upsized LIFE Offering and its proceeds, and sustainability and competitive differentiation of the DAT++ business model.

Background and experience of the speaker

• The interim CEO has a background in running a technology company and built a major Solana validator, later acquired by the company.

Current industry trends

• There has been significant growth in Solana-focused digital asset treasuries (DATs) over the past 6-8 months, with over a dozen new entrants.

• Institutions are increasingly seeking exposure to Solana due to its attractive 7% staking yield, which is higher than other major blockchains.

• The global financial system is moving toward blockchain adoption, with real-world assets and tokenized stocks emerging as key use cases.

• Focus on blockchain innovation and strategic investments within the Solana ecosystem.

• Emphasis on infrastructure solutions to support decentralized applications.