Mr. Brayden Sutton reports
DIGITAL COMMODITIES ACQUIRES SOLANA AND ADOPTS AI AND DIGITAL-INFRASTRUCTURE STRATEGY
Digital Commodities Inc. has formally adopted a two-tier digital asset treasury strategy and has acquired approximately $100,000 of solana (SOL), representing approximately 5 per cent of the company's estimated net asset value (NAV) as of Sept. 28, 2026. This is the company's first allocation under the strategy announced today, financed through the monetization of a portion of the company's physical gold holdings.
The company's reserve foundation remains anchored by 11 bitcoin (BTC), together with cash. The company also holds strategic investments in public and private companies. Alongside that reserve, the company is establishing a second, separately governed allocation to digital assets that management believes are positioned to benefit from the growth of artificial intelligence as an economic driver of blockchain activity. Solana is the first position in this new allocation.
The strategy follows an extended reset in digital-asset markets and comes as artificial intelligence evolves from primarily generating information toward software capable of initiating transactions and co-ordinating economic activity. Management believes AI agents may become an additional source of demand for digitally native payment and settlement infrastructure, while listed-market exposure remains concentrated in conventional single-asset strategies.
A two-tier treasury framework
Going forward, the company's treasury will operate under two distinct mandates:
- Reserve foundation -- bitcoin, held directly, together with cash. To finance the company's initial AI-infrastructure position, the company monetized a portion of its physical gold holdings; management does not intend to finance further AI-infrastructure allocations through additional reductions to the bitcoin position without separate board approval and disclosure.
- AI-infrastructure allocation -- a separate allocation to select digital assets that management believes are positioned to capture economic value as artificial intelligence systems increasingly transact autonomously, requiring machine-native payment and settlement infrastructure. This tier will be built in measured stages, subject to market conditions, available capital and relative opportunity.
An asset qualifies for the AI-infrastructure allocation only where management identifies a live, disclosed mechanism by which network activity is expected to translate into asset value -- such as transaction fee capture or network settlement demand -- rather than on narrative alone. Solana is the company's initial position in this tier, reflecting its role in programmable finance, stablecoins, tokenization and high-throughput, low-cost transaction processing, which management believes is well suited to the frequent, small-value transactions that autonomous software agents may generate. The company will continue evaluating other established and emerging digital assets against this same framework.
The sizing and composition of each tier will be reviewed periodically by the board as the strategy matures and market conditions evolve.
"Bitcoin remains the foundation of our treasury," said Brayden Sutton, chief executive officer of Digital Commodities. "We funded our initial solana position by monetizing a portion of our physical gold holdings. What we're adding is a second, disciplined allocation to digital assets we believe may become important infrastructure as AI systems increasingly transact and coordinate economic activity. "
The company intends to provide appropriate disclosure regarding material digital-asset holdings and significant portfolio changes as the strategy develops.
About Digital Commodities Inc.
Digital Commodities is an investment company operating a two-tier digital asset treasury: a Bitcoin-led reserve foundation, together with cash, and a separate, disciplined allocation to select digital assets that management believes are positioned to benefit from the convergence of artificial intelligence and blockchain infrastructure. The company also holds strategic interests in select public and private companies. .
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