Digital Commodities Inc. (CSE: DIGI) (OTCQB: DGCMF) (FSE: W040) announced on September 28, 2026 the formal adoption of a two-tier digital asset treasury strategy alongside the acquisition of approximately C$100,000 of Solana (SOL), representing roughly 5% of the company's estimated net asset value. The SOL purchase was funded through the monetisation of a portion of the company's physical gold holdings. The announcement signals a strategic pivot toward capturing value from the convergence of artificial intelligence and blockchain infrastructure, while retaining Bitcoin as the company's core reserve asset.

Key Points

  • Digital Commodities Inc. (CSE: DIGI) is a Vancouver-based digital asset investment company listed on the CSE, OTCQB, and FSE.
  • The company acquired approximately C$100,000 of Solana (SOL), its first position under a newly adopted AI-infrastructure allocation tier.
  • The company's reserve foundation remains anchored by 11 Bitcoin (BTC) and cash; gold holdings were partially monetised to fund the SOL purchase.
  • Investors may be watching how the board governs future AI-infrastructure allocations and whether additional digital assets are added to the strategy.

Digital Commodities Establishes a Bitcoin-Led Reserve Alongside a New Solana AI-Infrastructure Tier

The company's treasury will now operate under two distinct mandates. The reserve foundation comprises 11 Bitcoin held directly, together with cash, and the company has stated that management does not intend to fund further AI-infrastructure allocations through additional reductions to the Bitcoin position without separate board approval and disclosure. The second tier, the AI-infrastructure allocation, will target select digital assets 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 narrative alone.

Why Solana Was Selected as the First AI-Infrastructure Position

The release states that Solana was chosen for its role in programmable finance, stablecoins, tokenisation, and high-throughput, low-cost transaction processing. Management believes these characteristics make the network well suited to the frequent, small-value transactions that autonomous software agents may generate as artificial intelligence systems increasingly initiate and coordinate economic activity. The company has indicated it will continue evaluating other established and emerging digital assets against this same qualification framework before making further AI-infrastructure allocations.

Physical Gold Monetised to Fund the Initial Solana Acquisition

To fund the approximately C$100,000 SOL purchase, the company monetised a portion of its physical gold holdings rather than drawing on its Bitcoin reserve or cash position. The release confirms the acquisition represents approximately 5% of the company's estimated net asset value as of September 28, 2026. Chief Executive Officer Brayden Sutton stated in the announcement: "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 sizing and composition of both tiers will be reviewed periodically by the board.

Disclosure Commitments as the Strategy Develops

The company stated it intends to provide appropriate disclosure regarding material digital asset holdings and significant portfolio changes as the strategy matures. The board will periodically review treasury composition under evolving market conditions. The immediate share price impact was not clear from available public information. Investors may be watching for further board-approved additions to the AI-infrastructure tier and any updated net asset value disclosures tied to the company's growing digital asset holdings.