Digital Commodities, a Canadian public company, sold part of its physical gold holdings to acquire approximately C$100,000 of SOL (Solana). The position represents about 5% of the company’s estimated net asset value. The firm continues to hold 11 BTC alongside cash as the foundation of its reserve strategy, with bitcoin remaining the primary reserve asset. Solana is being treated as a growth-oriented allocation tied to the thesis that AI-driven economic activity will increasingly require blockchain infrastructure. Management said it may evaluate additional digital assets under this secondary tier as market conditions develop.
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