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Jupiter

5 pieces · Jul 2024 to Sep 2026

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DeFi3 Solana2 AI2 Perps1 Memecoins1 Tooling1

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12024

12025

32026

Start here · the strongest pieces on Jupiter

Build log07 Sep 2026Fomo smart money bot: why its liquidity floor made it miss HONTERHis agent tracks top fomo traders on Robinhood Chain and Solana. It logged a $3k buy at 15:27:10 UTC but skipped HONTER since liquidity was $52.9k vs its self-raised $55k floor; the token then did 14.5x in 22 minutes.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.Thesis12 Jan 2026The illusion that token buybacks equal alignmentArgues buybacks only absorb sell pressure while dilution continues, and unlike equity buybacks do not retire claims on earnings. Hyperliquid worked because of lean team, no VC overhang and no heavy unlocks.

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2026 3

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

07 Sep 2026Fomo smart money bot: why its liquidity floor made it miss HONTERHis agent tracks top fomo traders on Robinhood Chain and Solana. It logged a $3k buy at 15:27:10 UTC but skipped HONTER since liquidity was $52.9k vs its self-raised $55k floor; the token then did 14.5x in 22 minutes.Build logMemecoinsAITooling63 likes

12 Jan 2026The illusion that token buybacks equal alignmentArgues buybacks only absorb sell pressure while dilution continues, and unlike equity buybacks do not retire claims on earnings. Hyperliquid worked because of lean team, no VC overhang and no heavy unlocks.ThesisDeFiMarket structure22 likes

2025 1

03 Jun 2025INFINIT Intelligence: supported protocols and DeFAI agent featuresDescribes INFINIT Intelligence as automated, personalized DeFi management through agents across more than 10 SVM and EVM chains, and lists the supported exchanges, lending, yield, liquidity, staking and bridging protocols.BreakdownDeFiAI32 likes

2024 1

27 Jul 2024Onchain activity share: Solana 66% of txs, Tron 25% of active addressesArtemis data shows Solana had 66% of txs last month, Tron 10% and NEAR 7%, while Tron leads active addresses at 25%. Solana activity is wallet transfers, tokens and DeFi, Tron is USDT transfers, NEAR is KAI-Ching and HERE wallet.DataL1/L2Solana10 likes

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Bulk7 Bullet33 Helius6 Hyperliquid113 INFINIT25 Pendle14 Aave14 Morpho8

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