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$SOL

34 pieces · Jan 2022 to Jan 2026 · 4 flagship

Sectors

Solana20 L1/L220 DeFi8 Ethereum5 Market structure3 Perps3

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Coverage per year

42022

42023

152024

92025

22026

Start here · the strongest pieces on $SOL

Breakdown12 Dec 2025Bullet: Hyperliquid-grade perp infrastructure as a Solana network extensionExplains Bullet's Rust-native, ZK-proven (SP1) trading network extension with Celestia DA, plus app-specific sequencing that prioritises maker orders and cancellations to cut adverse selection and tighten spreads.Breakdown22 Dec 2023Monad deep dive: parallel execution, MonadBFT, MonadDb and EVM equivalenceExplains why the EVM's sequential execution is a bottleneck and how Monad adds optimistic parallel execution, MonadBFT with deferred execution, superscalar pipelining and MonadDb while keeping bytecode equivalence, versus Solana's Sealevel approach.Breakdown09 Sep 2024PICA and MANTIS: Solana restaking hub and SVM intents rollup31-part thread on Picasso as an IBC and restaking hub for Solana and Mantis as an SVM rollup with a solver-based intents system and native yield. Covers PICA tokenomics v2, AVS design and what intents are.

Timeline · every piece, newest first

2026 2

06 Jan 2026Solana's $1.3B REV in 2025: Jito tips, priority fees and base feesBreaks down Solana's 2025 Real Economic Value: Jito tips are over half, priority fees 35-40%, base fees under 1%. Jito tips are driven by DEX arbitrage, Telegram memecoin bots and oracle traffic.DataSolanaMarket structure20 likes

05 Jan 20262025 chain revenue ranking: Solana, Hyperliquid, Tron and EthereumHyperliquid's $816M revenue topped Ethereum and Tron and every L2, with no VC funding. Ethereum's fee compression shows blobs working, while L2 revenue lags L1s by a wide margin.DataHyperliquidL1/L2Solana27 likes

2025 9

28 Dec 2025Why 'cryptocurrencies' is the wrong label: digital assets as an asset classArgues the term implies digital fiat competitors when the sector spans commodity-like assets, reserve assets, equity-like tokens with cash flows, memecoins, stablecoins and RWAs. Institutional capital needs a clear taxonomy.ThesisMarket structureStablecoinsBitcoin24 likes

27 Dec 2025New vs returning wallets across Ethereum, Solana, NEAR, Polygon and SuiCompares 3-month new vs returning wallet trends. Real growth is new-wallet gains followed by rising returning wallets; Solana's new wallets rose while returning fell, and Sui's both declined, reading as churn.DataL1/L2EthereumSolana22 likes

12 Dec 2025Bullet: Hyperliquid-grade perp infrastructure as a Solana network extensionExplains Bullet's Rust-native, ZK-proven (SP1) trading network extension with Celestia DA, plus app-specific sequencing that prioritises maker orders and cancellations to cut adverse selection and tighten spreads.BreakdownPerpsSolanaZK119 likes

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

14 Oct 2025Dip buys: HYPE, SOL, ZEX, CODEC, ROBA and the reasoningExplains five dip buys after the Friday crash. HYPE showed zero downtime and a working ADL, SOL has multiple catalysts, ZEX migrates to BULLET at about $17M mcap, and CODEC and ROBA are robotics bets.ThesisHyperliquidSolanaRobotics39 likes

23 Jul 2025The speculation-only era in crypto is ending: value accrual and revenue winArgues the revenue meta signals maturation: long-term winners will be tokens with real value accrual to revenue-generating businesses, plus execution-layer tokens with organic demand. Corporates and ETFs buy majors, retail buys old alts and memes, and VC-captured 9-10 figure launches won't last.ThesisMarket structureDeFi35 likes

29 May 2025LOUD IAO on HoloLaunch: allocation phases and supply splitDetails the LOUD IAO on 31 May 2025: 45% sold for about 400 SOL, 45% to liquidity, 10% to community and market makers, no vesting. Phase 1 gives the top 1,000 yappers 0.2 SOL each, Phase 2 is FCFS for about 120k Kaito users.BreakdownMemecoinsSolana12 likes

27 May 2025Loudio explained: a productless attention economy on SolanaExplains Loudio's mechanics: LOUD swap fees on Meteora pools fund weekly distributions to the top 25 mindshare contributors, with 80% to KOL marketing per Kaito mindshare and 20% to KAITO stakers. LOUD has no utility beyond acting as an attention proxy.ExplainerMemecoinsSolana13 likes

2024 15

13 Dec 2024NFT market update: ai16z partner NFTs, Vana, Celestine Sloths floorsFloor price update across AI-agent and airdrop-linked NFT collections, with context on each: ai16z partner NFTs, Vana after the Binance Launchpool news, a Celestine Sloths governance fight and the Eclipse genesis collection.DataSolanaOther18 likes

14 Nov 2024Chain abstraction as the UX endgame: one signature across chainsDescribes what chain abstraction feels like: buying a token on Base with assets from Base, Arbitrum and Solana, gas paid in SOL, one signature, under 10 seconds. Argues it is the inevitable UX endgame and points to Particle Network.ThesisL1/L2DeFi22 likes

28 Oct 2024Solana network extensions: ecosystem map and how they differ from L2sLists projects under Solana's network extensions and argues the term is defined by functionality while L2 is defined by architectural criteria, so the two are not equivalent. Points to an A1 Research summary.MapSolanaL1/L243 likes

25 Oct 2024Most transactions in 24h by chain: Aptos 326M vs Sui 67M, Solana 56MRanks chains by transactions processed in 24 hours, with Aptos far ahead of Sui and Solana. Cites it as evidence that MoveVM is leading on throughput two years after Aptos mainnet.DataL1/L2260 likes

14 Oct 2024Aptos outperformance: APT +63% MoM vs ETH +6% and SOL +12%Points to APT's month-over-month outperformance over ETH and SOL as evidence that the Move narrative is just starting.DataL1/L220 likes

08 Oct 2024Why io.net ahead of Coinbase listing: 300k GPUs, $15k daily GMVBull case for IO ahead of its Coinbase listing: a GPU cloud market projected above $120B by 2032, over 300k verified GPUs and early traction. IO sits below $1.5B FDV and has beaten BTC, ETH and SOL over 7 and 30 days.ThesisDePINAI129 likes

16 Sep 2024Spicenet: Solana network extension for fast perps trading on CelestiaBreaks down Spicenet, an optimistic sovereign rollup on Celestia built with the Sovereign SDK. It hosts Pepper DEX, a perps and futures venue using a modified Dexterity protocol, and uses RISC Zero ZK proofs and a Solana bridge.BreakdownSolanaPerpsL1/L220 likes

16 Sep 2024Solana network extensions landscapeMaps projects classified as Solana network extensions with a one-line role each, from SVM rollups to payments. The author notes the definition is still unsettled and later adds Rome and Neon.MapSolanaL1/L217 likes

13 Sep 2024EigenDA at 15 MB/s: hyperscale rollups and Ethereum competitivenessArgues EigenDA, the first horizontally scalable DA system, makes Ethereum competitive with alt L1s. It already handles raw data from 15+ chains at 15 MB/s, secured by over $9B in crypto-economic capital.Market takeEthereumL1/L217 likes

10 Sep 2024FTM outperforms majors ahead of the Sonic migrationFTM is up over 14% in 24h and 38% in 30 days versus BTC -7%, ETH -11% and SOL -15%. Cites the Sonic testnet (720ms finality), account abstraction, gas monetization, the airdrop and the FTM to S migration.Market takeL1/L266 likes

09 Sep 2024PICA and MANTIS: Solana restaking hub and SVM intents rollup31-part thread on Picasso as an IBC and restaking hub for Solana and Mantis as an SVM rollup with a solver-based intents system and native yield. Covers PICA tokenomics v2, AVS design and what intents are.BreakdownSolanaDeFiL1/L257 likes

09 Sep 2024FTM up 28% in 30 days vs SUI and majors: the Sonic catalyst caseFTM is up over 28% in 30 days versus SUI at +1.8%, ETH -12% and SOL -17%. Attributes it to the Sonic testnet (720ms finality, 90% of gas to devs) and the Sonic Boom program, with Gems making up 37.5% of the S airdrop.Market takeL1/L2212 likes

05 Sep 2024Solana rollups and network extensions: SVM beyond the L1Maps SVM network extensions on Solana and SVM rollups elsewhere, plus modular tooling such as shared sequencers and SVM-as-a-Service. Argues modular and monolithic ecosystems are converging and Solana benefits from SVM reach.MapSolanaL1/L232 likes

05 Apr 2024pSTAKE Solana liquid staking and Persistence restakingNotes pSTAKE's entry into Solana liquid staking, where only three LSDs exist and about $56B of SOL is staked, and relays a rumour of a large PSTAKE airdrop. Also covers Persistence's plan to become the Cosmos restaking layer.Market takeSolanaDeFi13 likes

08 Feb 2024Picasso: restaking hub for Solana via an IBC guest chainThesis that restaking spreads beyond Ethereum and Picasso is the Solana restaking hub, securing a Solana-IBC guest chain with SOL and LSTs. Vault caps rise from 50k to 500k SOL, with 17.5M PICA in rewards.ThesisSolanaDeFi148 likes

2023 4

22 Dec 2023Monad deep dive: parallel execution, MonadBFT, MonadDb and EVM equivalenceExplains why the EVM's sequential execution is a bottleneck and how Monad adds optimistic parallel execution, MonadBFT with deferred execution, superscalar pipelining and MonadDb while keeping bytecode equivalence, versus Solana's Sealevel approach.BreakdownL1/L2EthereumSolana103 likes

13 Dec 2023Picasso restaking on Solana: SOL and LST staking through IBC guest chainExplains Picasso's plan to bring EigenLayer-style restaking to Solana, letting SOL, mSOL, jitoSOL and Orca LP tokens secure a Solana to IBC connection for extra yield, citing the size of Solana's staked supply.BreakdownSolanaDeFi203 likes

29 Sep 2023Bifrost omnichain liquid staking: SLP pallet and headquarters plus branch modelExplains why native-chain LSDs like Lido's fragment liquidity and how Bifrost mints all vTokens on one chain via the SLP pallet, serving nine chains through lightweight remote modules and Polkadot XCM.ExplainerDeFiEthereum37 likes

16 Aug 2023Sei as a faster Solana: parallel execution and native order matchingLists Sei's differentiators (high-speed consensus, parallel execution, native order matching engine and oracles, WASM, IBC) and frames it as potentially the better SOL.ThesisL1/L228 likes

2022 4

11 Dec 2022Fuel primer: UTXO-based parallel execution and the FuelVMPrimer on Fuel as a modular execution layer with a UTXO model and strict access lists enabling parallel execution, plus the Sway language, testnet status, team background and funding. Compares to Solana, Sui and Aptos parallelism.BreakdownL1/L2Ethereum65 likes

07 Sep 2022Moonbeam profitability vs Solana and Avalanche: security cost vs revenueCompares what L1s pay for security through emissions to the fee revenue they earn. Solana and Avalanche pay roughly 56x and 35x revenue, Moonbeam about 128x, with the case that Moonbeam is earlier in its adoption curve.DataL1/L256 likes

18 Jun 2022Aleph Zero vs Solana: why AZERO could out-compete SOLRecaps Solana's design, centralization concerns and four outages, then argues Aleph Zero's DAG-based AlephBFT, rotating committees and planned privacy layer could make it a stronger high-throughput L1.ThesisSolanaL1/L218 likes

22 Jan 2022Fantom flips Solana and Avalanche on TVL, mcap/TVL under 0.6Fantom passed Solana and Avalanche in TVL with about 130 protocols and over 9bn TVL against a 5bn market cap. The mcap/TVL ratio below 0.6 is read as undervaluation.DataL1/L2DeFi1 likes

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Solana60 Jito5 Ethereum36 Sui24 Spicenet9 Fantom20 Hyperliquid113 Bullet33

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