VisionSys AI Shares Plummet 57% Following $2 Billion Investment in Solana Treasury – Is a Recovery Possible?

VisionSys AI experienced a significant decline of over 57% in its stock price on Wednesday following the announcement of an ambitious initiative to establish a $2 billion Solana (SOL) treasury program in collaboration with staking provider Marinade Finance.

The AI-driven healthcare and biotech solutions company disclosed that its subsidiary, Medintel Technology, has entered into an exclusive agreement with Marinade to create one of the largest digital currency reserves among publicly listed firms.

BREAKING: Nasdaq-listed VisionSys AI (VSA) has initiated a treasury program of up to $2B in Solana through an exclusive partnership with @MarinadeFinance. The initial phase aims to acquire and stake $500M in $SOL within six months. pic.twitter.com/C7ei0iB4AX

— SolanaFloor (@SolanaFloor) October 1, 2025

The program, which starts with a $500 million acquisition and staking of SOL over the upcoming six months, aims to strengthen VisionSys’s financial position, improve liquidity, and provide long-term value to shareholders.

Marinade Finance to Oversee VisionSys’s Staking in $2B Solana Treasury Initiative

Marinade Finance, the leading staking protocol on Solana, will oversee the staking activities, ensuring compliance and optimizing performance. The firm has previously assisted over 154,000 SOL holders and has undergone several security audits, granting VisionSys access to a robust platform.

Chief Executive Officer Heng Wang characterized the initiative as a transformative move for the company, merging VisionSys’s proprietary AI algorithms with Solana’s efficient blockchain technology.

“It positions VisionSys as a trailblazer in AI-driven blockchain treasury management,” Wang stated in the announcement. “By utilizing Marinade’s expertise, we are laying the groundwork for the future, investigating next-generation intelligent DeFi solutions and tokenomics frameworks.”

If successful, VisionSys’s treasury would rank among the top five largest publicly traded Solana reserves, following Forward Industries, which currently possesses $1.5 billion in SOL.

Despite the announcement, investor response was negative. VSA shares closed at $2.05, reflecting a 40% drop for the day, after reaching an intraday low of $1.26.

The selloff reversed much of the company’s recent gains, although the stock remains up over 200% year-to-date. VisionSys’s market capitalization is now approximately $34.2 million.

In contrast, Marinade’s governance token, MNDE, saw a slight increase, rising 2.3% to trade around $0.13, according to CoinGecko data.

The company did not disclose how it plans to finance the initial $500 million phase of the treasury development, a factor that analysts suggest could influence the program’s viability.

The firm’s long-term objective is to expand the treasury to $2 billion, a goal that would position VisionSys alongside significant corporate entities in the digital asset landscape.

Nine Corporations Now Control 2.47% of Solana, Valued at $2.9B

A surge of corporate activities is placing Solana at the forefront of digital asset treasury strategies, with several companies announcing substantial financings and adoption plans in September.

On September 15, Helius Medical Technologies disclosed a $500 million private investment in public equity, led by Pantera Capital, to establish a Solana treasury. This deal, combined with $750 million in stapled warrants, could increase its total to $1.25 billion. Investors included Animoca Brands, Arrington Capital, HashKey Capital, and Republic Digital.

Helius Medical raises $500M backed by Pantera Capital for $1.25B Solana treasury with stock surging 159% after announcement.#Solana #Treasuryhttps://t.co/xG4c9AN0dF

— Cryptonews.com (@cryptonews) September 15, 2025

Shortly thereafter, Brera Holdings announced it raised $300 million in a private placement to launch Solmate, a Solana-focused infrastructure and treasury division. Supporters included ARK Invest, the Solana Foundation, and investors from the UAE. The company intends to pursue dual listings on Nasdaq and the UAE exchange.

Forward Industries has advanced this strategy further. On September 11, it completed a $1.65 billion financing led by Galaxy Digital, Jump Crypto, and Multicoin Capital, acquiring 6.8 million SOL.

The firm has also filed plans for a $4 billion equity program and announced a partnership with Superstate to tokenize its stock on Solana, enabling FORD shares to be traded on-chain.

Forward Industries to tokenize stock on @solana via @SuperstateFunds’ platform, following a move by Galaxy Digital. #Tokenization #Solana #SOLhttps://t.co/sbOuY4WJ2Q

— Cryptonews.com (@cryptonews) September 22, 2025

Other companies are also participating. DeFi Development Corp has expanded its buyback initiative to $100 million while continuing to increase its Solana holdings, now valued at nearly $500 million.

Meanwhile, Nasdaq-listed Upexi has appointed Solana investor SOL Big Brain as an advisor, enhancing its status as the third-largest public Solana treasury with $421 million in assets.

According to CoinGecko’s Solana treasury reserve data, nine entities now control 2.47% of Solana, valued at $2.9 billion.

These developments illustrate Solana’s increasing significance as a reserve asset for public companies and institutions, positioning it at the forefront of efforts to integrate digital assets into mainstream corporate finance.

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