DeFi Development Corp. published a report analyzing demand inputs to its DFDV valuation model for Solana (SOL).

DeFi Development Corp. (Nasdaq: DFDV) (the "Company"), the first public company with a treasury strategy built to accumulate and compound Solana ("SOL"), today published "Every Agent Needs a SOL: Sizing the Opportunity for Agentic Finance on Solana," the first in a multi-part deep dive series pressure-testing the demand inputs to the Company's DFDV valuation model.

The report concludes that the rapid rise of autonomous AI agents will create persistent, structural demand for SOL. Key findings include:

Base case: $27 billion in structural SOL demand from agentic AI alone, before any contribution from the model's three other demand buckets (RWA settlement, stablecoin reserves, consumer activity). Running the full DFDV model with only the agentic AI bucket turned on implies a SOL price of $360.

Potential for Over $100B in Demand: A bull case that implies $112.5 billion in structural SOL demand from agentic AI alone. The spread between the base and bull cases reflects how large the agent economy could become.

Analysis of Current Data: A breakdown of current Agentic AI transaction and volume data, including x402 micropayments across chains, and what the real vs. gamed transaction data (per Artemis) actually tells us about where we are today.

Third-party TAM Estimates: A look into third party estimates for the Agentic AI TAM from Bain, Morgan Stanley, McKinsey, and more.

The report also introduces a novel framework for sizing SOL demand from the bottom up, estimating approximately $25 in SOL per agent at baseline and modeling how aggregate demand compounds super-linearly as the agent population grows.

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