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The recent news about cryptocurrencies has caused the market to be panicked, and the short -term landing landing will also be accompanied by the momentum of the market.For investors, it is a good opportunity to lay out the potential project of overtaking.As the two major ecosystems that are worthy of attention in this round of cattle markets, the rapid development of Solana and TON has made it the direction of many investors’ key layouts.
Among them, the development of Solana ecology is more mature than Ton’s development, and Solana has the advantages of unrelenting innovation capabilities and large -scale adoption.As Ethereum ETFs were on the market, VANECK also submitted the Solana ETF application to SEC in June, and Solana also began to usher in the attention of traditional capital.As Matthew Sigel, director of VANECK digital assets, said: the combination of high throughput, low cost, strong security and a strong community atmosphere made Solana a attractive choice for the exchange trading fund, providing investors with more than oneFunction and innovative open source ecosystem.
The potential of solana ecology
At the technical level, the launch of Solana Blinks and Solana Actions has increased their interest in Solana. The launch of Solana Actions and Blinks reduces the difficulty of using Solana blockchain for chain activities.This will also promote Solana to a wider range of application scenarios, including DEFI, NFT markets, games and DAO governance, RWA and other tracks, and promote more Web2 users to use Web3 blockchain technology conveniently and quickly. ForAs far as the Solana ecological project is concerned, this is also an important opportunity to get more users and adopted.
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For investors, the layout of the soalan ecology, seizing the opportunities under technological innovation and capital layout become the direction of the next focus. This article will sort out the projects worthy of attention this year in the Solana ecosystem for your reference.
Everyone pays attention to the treasure -level bloggers (Space crooked necks). The mountain people are the preachers of many early projects. The article is very deep. From macro to projects, ideas and logic are very clear.There is no mistake, and I am also very experienced in finding the potential project of the cottage. Pay attention to Space crooked neck mountains (treasure bloggers) and come back against the wind!
Drift Protocol
Drift Protocol integrates RWA and DEFI in the agreement to provide users with a diversified Defi product and experience.And recently announced in-depth cooperation with ONDO Finance, allowing USDY (bills that are guaranteed by U.S. Treasury bonds and bank deposits, and holders can get corresponding income) and stable coins such as Ethena-USDE, Mountain-USDM as traders mortgage assetsIt is the most widely supported agreement on mainstream RWA assets on the Solana chain.
Diversified products are one of the advantages of Drift Protocol, including derivatives trading, SWAP, lever spot, lending, etc., with the help of Solana low GAS to confirm the characteristics of fast, Drift Protocol provides users without affecting its profitability.Extremely low handling fees, and a transaction experience comparable to CEX.
Another core advantage is the rapid response and support of the ecology.Drift provides pre -market transactions and fast Listing channels, hot assets in the ecology, which can quickly go public and trade in Drift, providing investors with more trading strategies and choices.Recently, it has also announced that supporting JLP as a collateral is the first track.
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Drift’s TVL has grown rapidly from $ 117M to a maximum of 385M dollars this year.The increase was 3.3 times, the cumulative transaction volume reached US $ 32 billion, the transaction volume in the past 24 hours was about 220 million US dollars, and the active users also reached 190,000.
Jupiter
Jupiter is the largest DEX polymer on Solana. By summarizing the liquidity of multiple decentralized exchanges, it helps users automatically select the best transaction path to maximize SWAP trading slip points and trading fees.Its daily transaction volume once exceeded UNISWAP and became the first in the whole chain.
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The DEX of the Solana Chain has the advantages of fast, cheap and no need to license. Jupiter also provides services such as timing automation investment, cross -chain bridge, sustainable contract transaction, and Launchpad to provide the project with release and online transactions.
The Jupiter team made the Jup token for 100,000+ community users earlier this year, becoming the largest airdrop event on Solana.Last week, users who took the initiative to pledge JUP and participated in DAO voting were air -invested by $ 60 million in cryptocurrencies.
Kamino
Kamino is a dend and liquidity DEFI project. At the same time, it provides users with mortgage lending. It controls the availability of borrowing funds by using CLMM (centralized liquidity).In addition, the automatic deleveraging mechanism and the “protected collateral” function can be provided, which can protect assets from the impact of the borrower’s default risk.By integrated borrowing, liquidity, and leveraged pledge to a DEFI product to provide users with a diverse Defi experience.
At present, you can pay attention to Kamino’s second phase of airdrops, and providing stable coins for the agreement is the most stable strategy.Among them, PYUSD (stable currency launched by Paypal Paypal) is as high as 18.39%at Kamino, and can get Kammino 3x points.
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As of early July, the TVL on the Kamino chain reached 1.06 billion US dollars, an increase of 6.5 times compared to 147M at the beginning of the year.
Jito
JITO is a liquid pledge agreement launched in 2022. The user pledge SOL can get Jitosol, and the pledge income is directly accumulated into Jitosol.JITO also provides users with maximum extraction value function (MEV), and MEV’s income will also be assigned to Jitosol. Relatively speaking, the income will also increase.
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At present, Jito’s TVL has reached 1.59 billion US dollars, an increase of 2.5 times compared to the beginning of the year. The 24 -hour agreement cost is US $ 730,000. The cumulative cost reaches 150 million US dollars, and the number of users exceeds 100,000.
Tiplinks
Tiplinks is a lightweight wallet product, which coincides with the Blinks function launched by Solana on June 25.People with cryptocurrencies can create Tiplink and send the link to anyone through any platform (SMS, Discord, Email, etc.).
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Using Tiplinks only requires a Google account to get complex encrypted transactions.Click the link to easily send encrypted assets, and even send it to non -encrypted users.The emergence of Tiplinks and Blinks technology completely breaks the barriers between Web2 and Web3.Together web2 and web3 are seamlessly connected together to provide new users with new users with a sensible encryption payment experience.It provides the foundation for the large -scale web3.
Summarize
From the data on the chain, Drift Protocol is 1.7 times the number of users in the number of users, with a high user base. At the same time, the daily income of the agreement is 162,000 US dollars, which is higher than JITO 29,000 US dollars.Drift has a relatively advantage in the integration of Drift, such as the dend loan, spot transaction, leverage transactions, contract transactions, etc.Essence
JITO and Kamino have received more than 1 billion US dollars of lock -in volume and become projects for funds. The main factor is that JITO’s MEV has brought additional income to users. Jitosol has also become the pledge tokens of the Solana ecosystem.Kamino has many innovations in borrowing, and users in bull markets have relatively increased demand for borrowing.
Jupiter has obtained a higher TVL growth rate. On the one hand, its aggregation liquidity has the advantage of transaction quotation, and on the other hand, it is mainly related to its airdrop expectations.
Judging from the current development status, Jito and Justiter are currently high -funded projects on Solana.Drift Protocol By increasing the type of mortgage product, the liquidity of aggregation, and the innovation of RWA assets and DEFI, its TVL growth rate is the highest.On Solana, the combination of RWA and DEFI will have more imagination in the bull market, and at the same time create more value for users, adding a lot of new features to DEFI. Therefore, Drift Protocol will also be more explosive and developed.
Tiplinks provides possibilities for the further outs of cryptocurrencies and has the potential to explode.In the future, it is necessary to observe whether it can resist market testing in terms of security, availability and combinedability.
Compared with the ecology of the 21 -year bull market, a number of rapid growth projects have emerged on the bull market Solana, including DEX, Liquid Staking, Lending, NFT, RWA and other tracks, which also followed up, showing a booming trend.EssenceAnd in addition to technical innovation, Solana has also showed strong funds and users’ attractiveness, as well as potential innovation capabilities. The TVL growth rate of ecological projects is generally more than 2 times.It has reached hundreds of thousands of hundreds of thousands, which also shows the innovation potential of DEFI on Solana and its growth prospects in this round of bull market.
