VisionSys AI, a Beijing-based company focused on AI and brain-machine interface technologies, has announced a $2 billion Solana treasury initiative through its subsidiary Medintel Technology.
This “DAT” refers to a Digital Asset Treasury strategy centered on acquiring and staking Solana (SOL) tokens to strengthen the balance sheet, enhance liquidity, and generate yield via decentralized finance (DeFi).
The plan involves an exclusive partnership with Marinade Finance, Solana’s leading staking protocol with over $2.2 billion in total value locked and support for 154,000+ SOL holders, to manage staking operations, security, and ecosystem integration.
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The first phase targets purchasing and staking $500 million in SOL within the next six months, with the full $2 billion reserve built over time through strategic acquisitions and AI-enhanced DeFi models.
CEO Heng Wang described it as integrating digital assets into the company’s “corporate DNA,” combining VisionSys’s AI algorithms with Solana’s high-performance blockchain for innovative tokenomics and yield generation.
The announcement aligns with a broader trend of public companies adopting Solana treasuries—now nearly 20 firms hold a collective 20.9 million SOL 3.64% of supply—and coincided with a 5% rally in SOL’s price to around $219.
However, VSA shares dropped over 40% closing at $2.05 after hitting a low of $1.26, erasing recent gains despite being up 200%+ year-to-date, possibly due to concerns over funding the ambitious rollout from a firm with limited cash reserves.
VisionSys also appointed early Solana supporter Hakob Sirounian as chief strategy officer to lead blockchain initiatives. This move positions VisionSys among major Solana treasury holders, potentially ranking in the top five if targets are met, behind leaders like Forward Industries.
The partnership emphasizes Marinade’s audited, community-governed infrastructure for secure yield farming on Solana. The $2 billion Solana Digital Asset Treasury (DAT) initiative by VisionSys AI has several implications across financial, strategic, and market dimensions.
By allocating $2 billion to Solana (SOL) tokens, VisionSys aims to diversify its balance sheet and generate yield through staking with Marinade Finance, potentially stabilizing cash flows via DeFi returns Solana staking yields typically range from 5-8% annually.
The 40%+ drop in VSA shares to $2.05 suggests investor skepticism about funding this ambitious plan, given VisionSys’s financial constraints. This could pressure VisionSys to clarify funding sources or face further market penalties.
Partnering with Marinade Finance and appointing a Solana veteran like Hakob Sirounian signals VisionSys’s intent to lead in AI-blockchain integration. This aligns with its core AI and brain-machine interface expertise, potentially creating new revenue streams through innovative tokenomics.
If successful, VisionSys could rank among the top five corporate Solana holders, controlling a significant portion of SOL’s 3.64% corporate-held supply. This strengthens its influence in the Solana ecosystem, potentially shaping governance or DeFi strategies.
The $500 million initial SOL purchase and $2 billion long-term commitment could drive SOL demand, supporting its price already up 5% post-announcement. It also reinforces Solana’s appeal to public companies, with nearly 20 firms now holding 20.9 million SOL.
The partnership with Marinade Finance, managing over $2.2 billion in TVL, may boost confidence in Solana’s DeFi ecosystem, encouraging further institutional adoption. As a Beijing-based firm, VisionSys may face regulatory hurdles in China, where crypto policies are stringent, potentially complicating the DAT’s execution.
Integrating AI with blockchain requires sophisticated infrastructure. Any missteps in staking or security despite Marinade’s audited systems could lead to losses or reputational damage.
The move reflects a growing trend of public companies adopting crypto treasuries, potentially inspiring competitors to explore similar strategies. However, VisionSys’s stock plunge highlights the market’s mixed reception to such high-risk bets, especially for firms with weaker financials.
VisionSys’s DAT could position it as a pioneer in AI-blockchain synergy and bolster Solana’s ecosystem, but its success hinges on navigating financial risks, regulatory challenges, and investor confidence.