ARK Invest Shifts Solana Validator Operations to SOL Strategies Amid Institutional Staking Trends

Key Points

1. ARK Invest transitions Solana validator operations to SOL Strategies, which integrates with BitGo’s custody platform for enhanced security.

2. SOL Strategies operates five validators with 3.59 million SOL tokens delegated (~$647M), 88% of which come from institutional clients.

3. Solana’s staking market has grown to 403 million SOL tokens staked ($73.5B), a 22% YTD increase, driven by institutional adoption.

4. SOL Strategies reported a $3.5 million net loss in Q2 2025 despite revenue growth, highlighting the capital-intensive nature of institutional staking.

5. ARK’s move reflects broader institutional demand for compliant, efficient staking solutions, supported by BitGo custody and Canadian regulatory oversight.