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UPXI: 59% NAV Discount on Solana Treasury Play Ahead of Feb 10 Earnings
Upexi (UPXI) trades at a 59% discount to its Solana holdings alone, ignoring the consumer products business entirely. The company holds 2.07M SOL (worth ~$243M at current prices) against a $100M market cap. Heavy insider buying and a Feb 10 earnings catalyst create a time-sensitive opportunity with
Upexi Discloses 2.07M SOL Holdings Worth $243M Against $100M Market Cap
Upexi's January 30 8-K filing revealed quantitative Solana holdings for the first time: ">2M SOL currently held." Cross-referencing the company's Q1 FY2026 10-Q (filed November 12, 2025) confirms the company holds 2,066,827 SOL as of September 30, 2025, with a fair value of $400.8 million and a cost