Lucas

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Lucas

Lucas

@jedivader_

Katılım Şubat 2018
149 Takip Edilen616 Takipçiler
Leoaraiz
Leoaraiz@Leoaraiz_BTW·
@firedsol @weremeow It’s not gonna happen this year! The snapshot is preserved We will have a vote on it about what to do with those the community will decide and obv they are not dumb enough to dump them all at once etc
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F!RED
F!RED@firedsol·
Hi @weremeow! what’s the actual plan for the postponed Jupuary airdrop? The Jupuary delay is starting to feel like a mistake. Higher $JUP price = more sell pressure on distribution day. The longer you wait, the worse the dump. Airdropping now, at current prices, actually protects the token.
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Marino
Marino@marinonchain·
Bullish on the fullstack approach 🪐 If one sector slows down, but another one explodes: → Jupiter still capture growth across the ecosystem → You’re not relying on ONE narrative → Multiple sectors can drive value That’s a pretty powerful position to be in long term 🧠
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kash@kashdhanda

just to recap: more trading of onchain assets -> good for @jup_spot more liquidity in borrow/lend markets -> good for @jup_lend more stablecoin payments -> good for @JupSpend more prediction market activity -> good for @jup_predict more agentic finance -> good for @JupDevRel the benefit of the fullstack approach is that you get exposure to a variety of bullish scenarios.

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kash
kash@kashdhanda·
just to recap: more trading of onchain assets -> good for @jup_spot more liquidity in borrow/lend markets -> good for @jup_lend more stablecoin payments -> good for @JupSpend more prediction market activity -> good for @jup_predict more agentic finance -> good for @JupDevRel the benefit of the fullstack approach is that you get exposure to a variety of bullish scenarios.
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Lucas
Lucas@jedivader_·
@marinonchain Well if the article on the Coin market cap is accurate.... Jupuary is supposed to happen this month.
Lucas tweet mediaLucas tweet media
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Marino
Marino@marinonchain·
Ngl, after all the FUD $JUP has had to endure over the past year, it feels good seeing it pump like this again 🪐 While we can all agree missing out on the Jupuary airdrop sucked big time. If that’s the price we have to pay to strengthen the token behind Solana’s SuperApp long-term Then that’s a price I’m willing to pay. Now let’s hope this turns into a sustained long-term rally.
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Raven Protocol 🐦‍⬛
Raven Protocol 🐦‍⬛@raven_protocol·
gm and happy weekend to those training models on hardware that's already ready.
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The White Whale
The White Whale@WhiteWhaleLabs·
Four Reasons Why Your Favorite Alt May Never Hit A New ATH I miss the old days too. Buy alts at bear market prices. Wait for the bull run. Watch almost everything with a ticker pump to absurd valuations. Retire somewhere warm. Beautiful little fairytale of yesteryear. But the market changed. It evolved. The liquidity that used to flood into alts is now being dilluted, redirected, and fed into faster, more addictive machines. Institutional capital will continue to be directed towards only high quality "blue-chip" coins. Here are the four big drivers I believe to be responsible for this paradigm shift: 1. Pump dot fun & the Meme Coin Casino The meme coin casino is eating attention and capital in real time. Why wait months for some “serious” alt to maybe catch a bid when a trench trader can rotate through 47 coins before lunch? It is not rational investing. It is dopamine, plain and simple. And while retail believes they are trading cartoon animals the real machine extracts their capital through volume & volatility. 2. Prediction Markets Speculative capital now has another playground. Politics, sports, elections, macro, headlines, war, weather, celebrity nonsense - everything is becoming a tradable event. A lot of money that once would have chased mid-cap alts now has somewhere cleaner, faster, and more direct to gamble with rules and outcomes that are easier for the average person to understand. 3. Leverage Never Went Away Perps are still the tail wagging the dog. The average trader is not patiently accumulating spot alts anymore. They are 20x long, 50x short, getting liquidated, revenge trading, and capital rotates much faster due to the amplification effect of leverage. 4. Endless Coin Dilution There are simply too many coins now. Too many L1s. Too many L2s. Too many "governance" tokens. Too many “utility” tokens with no real value capture. Too many protocol memes pretending they are serious coins that add any value to the world. In 2017 and 2021, capital had fewer places to go. Now every narrative has 900 tokens and 899 of them are complete junk. Notably missing from this list is the thing I wish mattered more: A consciousness and educational shift. I would love to say the market has woken up. That people have finally realized most of these things are just protocol memes with inflated FDVs and no real ownership or utility. But we are not there yet. Slowly, though, people are figuring it out. Scarcity matters. Ownership matters. Value capture matters. BTC matters because it is scarce. Ownership coins matter because they actually give you claim, control, or economic alignment. The old game was buying random alts and waiting for the money printer to bless you. The new game is understanding where capital flows, why it flows there, and who actually captures the value when it arrives. Those who evolve will survive. Those still waiting for “altseason” to rescue every bag from 2021 may be letting nostalgia get in the way of profit. 🫡 From the depths — The White Whale 🐋
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Lucas
Lucas@jedivader_·
@marinonchain Is the Jupuary still happening this month? Coin market cap wrote an article about it, but Jupiter hasn't announced anything.
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Marino
Marino@marinonchain·
Since the net-zero emissions vote, $JUP has genuinely been showing relative strength - compared to much of the broader Solana ecosystem. → No new lows made → Holding its range well → Slowly starting to trend upward (for now) I still think majors like SOL & BTC could potentially see lower prices later this year. But personally? I’m continuing to DCA into JUP for the rest of the year - feels like it has bled enough for this bear. Not recommending anyone to buy - just sharing my positioning. Do you think JUP has already bottomed, or are new lows still coming?
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Nixks🎭
Nixks🎭@nixks_sol·
$JUP is now at $0.2 starting to see the net zero emission vote play out nicely do you still hold?
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jussy
jussy@jussy_world·
Yes... @JupiterExchange lost a lot of TVL and fees But the FUD around it isn't really accurate Compare it to other big Solana protocols like @KaminoFinance and @MeteoraAG same picture, plus: • Solana TVL dropped from $13B to $5.5B • 24h app revenue went from $10M to $2.5M Different market, different stats Each protocol is still working as it should, teams are still shipping Why is Jupiter the one catching all the hate though?
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OldHawk@oldhawksol

Worrying numbers for @JupiterExchange TVL peak Sept 2025 $3.6B Today $1.6B Daily fees peak $2M Today $265K Revenue same drop I have been calling for changes for months Is it too late for $JUP ?

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Lucas
Lucas@jedivader_·
@ToolySOL Crypto is not for the faint hearted
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Tooly
Tooly@ToolySOL·
Everyone that bought in November 2025.
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Lucas
Lucas@jedivader_·
@marinonchain Any announcements regarding the Jupuary?
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Marino
Marino@marinonchain·
Do you think $JUP can pump to $5 next cycle? 🪐 Sounds insane… until you run the numbers The UNI comparison has come up a lot when assessing JUP’s valuation So let’s start there 👇 Uniswap’s ATH was ~$25B mcap: → That puts $JUP ~$6+ Now look at fundamentals: ✅ Revenue → JUP: ~$50.6M annually → UNI: ~$41.2M Jupiter already generates more revenue than Uniswap. ✅ Valuation → JUP: ~$592M mcap → UNI: ~$2B+ Same ballpark revenue but 3–4x lower valuation ✅ Structure → Emissions paused indefinitely → No constant sell pressure → Cleaner price discovery ✅ Product Surface → Aggregator + perps (multiple revenue engines) → ~$5.7B aggregator volume (30d) → ~$5.8B perps volume (30d) → Higher monetization per user vs single-product DEX ✅ Reality Check → More competition vs 2021 → Harder to reach $25B So the question: does the market reprice JUP to match its revenue? What do you think?
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