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Bulk

7 pieces · Oct 2025 to Oct 2026

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Solana7 Perps6 DeFi3 L1/L21 Regulation1 Memecoins1

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Start here · the strongest pieces on Bulk

Map16 Sep 2026Solana perp DEX ecosystem map: Phoenix, Pacifica, Jupiter, Bulk and 11 moreLandscape of 15 Solana perp venues with architecture and traction: Phoenix (crankless CLOB, $1B all-time), Pacifica ($220B+ cumulative), Jupiter (~$510B cumulative), Bulk, GMTrade, Bullet, Parasol and Drift's rebuild as Velocity.Breakdown22 Oct 2026Bulk: validator-embedded perp DEX on Solana, 46 days after mainnetBulk runs matching in a leaderless BFT network of Solana validators. After 46 days it has ~$1.3B cumulative volume, $14.6M OI (10x since 9 Sep) and ~$9K daily fees; December removes the speed bump, zero maker fees and Challenger Season 1 together.Breakdown23 Aug 2026Bulk pre-deposits and AURA: validator-embedded perp DEX on SolanaBulk validators run a bulk-agave fork beside Solana's client, forming leaderless consensus with 20-40ms finality and ~5% of stake. Portfolio margin against a correlation matrix can cut hedged margin up to 70%. Last week of AURA pre-deposits, zero maker fees for 30 days.

Timeline · every piece, newest first

2026 4

22 Oct 2026Bulk: validator-embedded perp DEX on Solana, 46 days after mainnetBulk runs matching in a leaderless BFT network of Solana validators. After 46 days it has ~$1.3B cumulative volume, $14.6M OI (10x since 9 Sep) and ~$9K daily fees; December removes the speed bump, zero maker fees and Challenger Season 1 together.BreakdownPerpsSolanaDeFi38 likes

17 Sep 2026Solana Alignment Spectrum: where perp DEX matching sits in the stackSplits Solana perp DEXs by how deep matching sits in Solana: Pacifica offchain on its own servers, Bullet in a bonded sequencer, Bulk in ~5% of validators, Parasol aiming for inside Agave itself.MapPerpsSolana16 likes

16 Sep 2026Solana perp DEX ecosystem map: Phoenix, Pacifica, Jupiter, Bulk and 11 moreLandscape of 15 Solana perp venues with architecture and traction: Phoenix (crankless CLOB, $1B all-time), Pacifica ($220B+ cumulative), Jupiter (~$510B cumulative), Bulk, GMTrade, Bullet, Parasol and Drift's rebuild as Velocity.MapPerpsSolanaDeFi43 likes

23 Aug 2026Bulk pre-deposits and AURA: validator-embedded perp DEX on SolanaBulk validators run a bulk-agave fork beside Solana's client, forming leaderless consensus with 20-40ms finality and ~5% of stake. Portfolio margin against a correlation matrix can cut hedged margin up to 70%. Last week of AURA pre-deposits, zero maker fees for 30 days.BreakdownPerpsSolanaDeFi19 likes

2025 3

31 Oct 2025Bulk: a Solana validator-integrated CLOB execution layerBulk is an execution layer in a custom validator client giving a CLOB bypassing the L1 queue, with FIFO matching via cryptographic sort keys, gasless orders and fee sharing with validators.BreakdownPerpsSolana19 likes

28 Oct 2025Solana catalysts: ETF, Firedancer, Alpenglow, network extensionsLists Solana catalysts: spot SOL ETF filings, Firedancer, Alpenglow finality of 100-150ms in early 2026, Jito BAM, DoubleZero and network extensions like Bullet and Arcium. Concludes it may be the best bet among majors besides HYPE.ThesisSolanaL1/L2Regulation17 likes

24 Oct 2025Why Solana TVL holds at $11B while user activity fellSolana TVL is near ATH while active users dropped since the meme and agent peak. Attributes the shift to perp appchains, Phantom's Hyperliquid integration, BNB Chain and Base retail competition, and prediction markets absorbing gambling flow.Market takeSolanaPerpsMemecoins16 likes

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Bullet33 Solana60 Hyperliquid113 Jupiter5 Jito5 Arcium26 Lighter21 Paradex26

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