The post Solana treasuries lose 40%, but ONE CIO says this drop is a ‘$10K decade setup’ appeared on BitcoinEthereumNews.com. Key Takeaways  Why is the current SOL’s loss an opportunity?  Per DFDV CIO, Solana will capture more value as digital assets grow into 2030; hence, current levels are a discount. Why has the SOL price plunged despite ETF inflows? Overall capital outflows ($3B) have surpassed current demand. Several digital asset treasuries (DATs) are underwater amid an extended market correction.  In particular, Solana [SOL] treasuries have experienced a massive devaluation, led by Forward Industries (FORD) and DeFi Development Corporations (DFDV). The SOL price has dropped 45% from $253 to $135, wiping out millions of dollars in value from the DATs’ holdings. Source: Blockworks An opportunity or capitulation? DFDV’s holdings value slipped from $507 million to $310 million amid the correction. However, DFDV’s CIO, Parker White, viewed the market rout and volatility as an opportunity to scale accumulation. He added,  “Solana is going to go up bigly over the next decade, at least to $10k, because the world is going more digital (not less) and Solana is going to capture a huge slice of the global digital value transfer pie.” He expected more volatility heading into 2028 and noted,  “Between now and Dec 2028, I’m hoping for maximum volatility. It creates lots of opportunities for (a) the company to grow SPS (SOL per share) and (b) long-term believers to accumulate at favorable prices.” That said, the aggregated net asset value for all SOL treasury firms has dropped from $3.5 billion $2.1 billion – A 40% devaluation across the ecosystem.  And the mNAV, or market-to-net-asset-value (mNAV), is either at parity (1) or below. This could accelerate SOL holdings’ sell-off to buy back its stock, to boost the mNAV. Parker agreed that they’ll balance and boost mNAV even during tough markets, without disclosing whether this means the automatic selling of part of its SOL… The post Solana treasuries lose 40%, but ONE CIO says this drop is a ‘$10K decade setup’ appeared on BitcoinEthereumNews.com. Key Takeaways  Why is the current SOL’s loss an opportunity?  Per DFDV CIO, Solana will capture more value as digital assets grow into 2030; hence, current levels are a discount. Why has the SOL price plunged despite ETF inflows? Overall capital outflows ($3B) have surpassed current demand. Several digital asset treasuries (DATs) are underwater amid an extended market correction.  In particular, Solana [SOL] treasuries have experienced a massive devaluation, led by Forward Industries (FORD) and DeFi Development Corporations (DFDV). The SOL price has dropped 45% from $253 to $135, wiping out millions of dollars in value from the DATs’ holdings. Source: Blockworks An opportunity or capitulation? DFDV’s holdings value slipped from $507 million to $310 million amid the correction. However, DFDV’s CIO, Parker White, viewed the market rout and volatility as an opportunity to scale accumulation. He added,  “Solana is going to go up bigly over the next decade, at least to $10k, because the world is going more digital (not less) and Solana is going to capture a huge slice of the global digital value transfer pie.” He expected more volatility heading into 2028 and noted,  “Between now and Dec 2028, I’m hoping for maximum volatility. It creates lots of opportunities for (a) the company to grow SPS (SOL per share) and (b) long-term believers to accumulate at favorable prices.” That said, the aggregated net asset value for all SOL treasury firms has dropped from $3.5 billion $2.1 billion – A 40% devaluation across the ecosystem.  And the mNAV, or market-to-net-asset-value (mNAV), is either at parity (1) or below. This could accelerate SOL holdings’ sell-off to buy back its stock, to boost the mNAV. Parker agreed that they’ll balance and boost mNAV even during tough markets, without disclosing whether this means the automatic selling of part of its SOL…