VisionSys AI Stock Crashes 57% on $2B Solana Treasury Bet – Recovery Ahead?

VisionSys AI saw its shares plunge more than 57% on Wednesday after the company unveiled an ambitious plan to launch a $2 billion Solana (SOL) treasury program in partnership with staking provider Marinade ￰2￱ AI-powered healthcare and biotech solutions firm said its subsidiary, Medintel Technology, signed an exclusive partnership with Marinade to build one of the largest digital currency reserves among publicly traded companies. BREAKING: Nasdaq-listed VisionSys AI (VSA) has launched an up to $2B Solana treasury initiative in an exclusive partnership with@MarinadeFinance. The first phase targets $500M in $SOL to be acquired and staked within 6 ￰3￱ — SolanaFloor (@SolanaFloor) October 1, 2025 The initiative, which begins with a $500 million acquisition and staking of SOL over the next six months, is intended to bolster VisionSys’s balance sheet, enhance liquidity, and deliver long-term shareholder ￰4￱ Finance to Manage VisionSys’s Staking in $2B Solana Treasury Push Marinade Finance, Solana’s leading staking protocol, will manage the staking operations, ensuring compliance and performance ￰5￱ company has previously supported more than 154,000 SOL holders and undergone multiple security audits, giving VisionSys access to a well-established ￰6￱ Executive Officer Heng Wang described the move as a transformational step for the company, combining VisionSys’s proprietary AI algorithms with Solana’s high-performance blockchain.

“It positions VisionSys as a pioneer of AI-driven blockchain treasury management,” Wang said in the announcement. “By leveraging Marinade’s expertise, we are building a foundation for the future, exploring next-generation intelligent DeFi solutions and tokenomics models.” If successful, VisionSys’s treasury would rank among the five largest publicly traded Solana reserves, trailing Forward Industries, which currently holds $1.5 billion in ￰7￱ the announcement, investors reacted ￰8￱ shares closed at $2.05, down 40% on the day, after hitting an intraday low of $1.26. The selloff erased much of the company’s recent momentum, though the stock remains up more than 200% year-to-date.

VisionSys’s market capitalization now stands at roughly $34.2 ￰9￱ contrast, Marinade’s governance token, MNDE, edged higher, gaining 2.3% to trade around $0.13, according to CoinGecko ￰10￱ company did not provide details on how it would finance the first $500 million phase of the treasury build-out, a point that analysts say could determine the feasibility of the ￰11￱ firm’s longer-term goal is to scale the treasury to $2 billion, a target that would place VisionSys alongside major corporate players in the digital asset ￰12￱ Corporations Now Control 2.47% of Solana, Worth $2.9B A wave of corporate moves is placing Solana at the center of digital asset treasury strategies, with multiple firms announcing major financings and adoption plans in ￰13￱ September 15, Helius Medical Technologies revealed a $500 million private investment in public equity , led by Pantera Capital, to establish a Solana ￰14￱ deal, paired with $750 million in stapled warrants, could expand its war chest to $1.25 ￰15￱ included Animoca Brands, Arrington Capital, HashKey Capital, and Republic ￰16￱ Medical raises $500M backed by Pantera Capital for $1.25B Solana treasury with stock surging 159% after announcement. #Solana #Treasury ￰0￱ — ￰17￱ (@cryptonews) September 15, 2025 Days later, Brera Holdings said it raised $300 million in a private placement to launch Solmate , a Solana-focused infrastructure and treasury ￰18￱ included ARK Invest, the Solana Foundation, and UAE ￰19￱ company plans dual listings on Nasdaq and the UAE ￰20￱ Industries has taken the strategy ￰21￱ September 11, it closed a $1.65 billion financing led by Galaxy Digital, Jump Crypto, and Multicoin Capital, acquiring 6.8 million ￰22￱ firm has also filed plans for a $4 billion equity program and has announced a partnership with Superstate to tokenize its stock on Solana , making FORD shares tradable ￰23￱ Industries to tokenize stock on @solana via @SuperstateFunds ' platform, following a move by Galaxy Digital. #Tokenization #Solana #SOL ￰1￱ — ￰24￱ (@cryptonews) September 22, 2025 Other firms are also joining ￰25￱ Development Corp has expanded its buyback program to $100 million while continuing to grow its Solana holdings, now valued near $500 million.

Meanwhile, Nasdaq-listed Upexi appointed Solana investor SOL Big Brain as an advisor , strengthening its position as the third-largest public Solana treasury with $421 million in ￰26￱ to CoinGecko’s Solana treasury reserve data , nine entities now hold 2.47% of Solana, valued at $2.9 billion. Together, these moves show Solana’s growing role as a reserve asset for public companies and institutions, positioning it at the forefront of efforts to integrate digital assets into mainstream corporate finance.