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BSOL Stock Analysis - Bitwise Solana Staking ETF AI Rating

BSOL NYSE Commodity Contracts Brokers & Dealers DE CIK: 0002045872
Recently Updated • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
AI Rating
STRONG SELL
85% Confidence

📊 BSOL Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: $-490.1M
Current Ratio: N/A
Debt/Equity: N/A
EPS: $0.00
AI Rating: STRONG SELL with 85% confidence

Investment Thesis

BSOL is a cryptocurrency staking ETF with severe fundamental deterioration, posting a $206.5M net loss and $490.1M negative operating cash flow against only $641.3M in total assets. The massive cash burn rate relative to asset base indicates the fund is consuming capital at an unsustainable pace, with minimal cash reserves ($200M) insufficient to support operations. This entity is operationally insolvent on a cash flow basis regardless of any underlying cryptocurrency holdings appreciation.

BSOL Strengths

  • + Zero debt liabilities provides technical solvency
  • + Maintains positive cash position of $200M
  • + Access to commodity/digital asset markets

BSOL Risks

  • ! Operating cash flow of -$490.1M exceeds annual asset base sustainability threshold
  • ! Net loss of $206.5M indicates fundamental business model failure
  • ! Return on assets of -32.2% demonstrates severe value destruction
  • ! Cash burn rate will exhaust reserves within months without asset appreciation or capital injection
  • ! No revenue generation reported - dependent entirely on asset appreciation and fee collection

Key Metrics to Watch

BSOL Financial Metrics

Revenue
N/A
Net Income
$-206.5M
EPS (Diluted)
$0.00
Free Cash Flow
$-490.1M
Total Assets
$641.3M
Cash Position
$200.0

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

BSOL Profitability Ratios

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE N/A
ROA -32.2%
FCF Margin N/A

BSOL vs Default Sector

How Bitwise Solana Staking ETF compares to Default sector averages

Net Margin
BSOL 0.0%
vs
Sector Avg 12.0%
BSOL Sector
ROE
BSOL 0.0%
vs
Sector Avg 15.0%
BSOL Sector
Current Ratio
BSOL 0.0x
vs
Sector Avg 1.8x
BSOL Sector
Debt/Equity
BSOL 0.0x
vs
Sector Avg 0.7x
BSOL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BSOL Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
N/A
Debt/Assets
0.0%
Interest Coverage
N/A
Long-term Debt
N/A

BSOL 5-Year Financial Trend

BSOL 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Bitwise Solana Staking ETF's revenue has remained relatively flat over the 5-year period, with a 0% decline.

BSOL Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
N/A
Free cash flow / Revenue

BSOL Capital Allocation

Operating Cash Flow
-$490.1M
Cash generated from operations
Stock Buybacks
$4.6M
Shares repurchased (TTM)
Dividends
None
No dividend program

BSOL SEC Filings

Access official SEC EDGAR filings for Bitwise Solana Staking ETF (CIK: 0002045872)

📋 Recent SEC Filings

Date Form Document Action
Mar 20, 2026 10-K bsol-20251231.htm View →
Nov 10, 2025 10-Q bsol-20250930.htm View →
Oct 8, 2025 S-1/A ea0260657-s1a5_bitwise.htm View →
Sep 26, 2025 S-1/A ea0258733-s1a4_bitwise.htm View →
Aug 29, 2025 S-1/A ea0254995-s1a3_bitwise.htm View →

Frequently Asked Questions about BSOL

What is the AI rating for BSOL?

Bitwise Solana Staking ETF (BSOL) has an AI rating of STRONG SELL with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BSOL's key strengths?

Zero debt liabilities provides technical solvency. Maintains positive cash position of $200M.

What are the risks of investing in BSOL?

Operating cash flow of -$490.1M exceeds annual asset base sustainability threshold. Net loss of $206.5M indicates fundamental business model failure.

What is BSOL's revenue and growth?

Bitwise Solana Staking ETF reported revenue of N/A.

Does BSOL pay dividends?

Bitwise Solana Staking ETF does not currently pay dividends.

Where can I find BSOL SEC filings?

Official SEC filings for Bitwise Solana Staking ETF (CIK: 0002045872) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BSOL's EPS?

Bitwise Solana Staking ETF has a diluted EPS of $0.00.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI