Jupiter (JUP)

Jupnet will likely be one of the biggest launches @JupiterExchange ever ships 🚢🪐 I'm expecting the launch announcement in just two weeks at the Catlumpurr Conference. But why should you care? 🫵 Because Jupnet could change the way you experience crypto forever. Here’s how 👇 1️⃣ One Market Across Many Chains ✅ Today, liquidity is scattered across chains 👉 SOL tokens on Solana 👉 Bluechips & stables on Ethereum 👉 New assets on Sui, Base, Arbitrum ✅ Jupnet makes Jupiter your unified interface 👉 All chains, one experience 👉 Feels like everything’s on Solana ✅ What it means for YOU 👉 Fewer steps = less breakage 👉 Better execution = tighter slippage 👉 Safer UX = no more bridge roulette 2️⃣ The Real Win ✅ Multichain pain isn’t the swap itself 👉 It’s the gas 👉 The bridges 👉 The wallets ✅ Jupnet abstracts all of that 👉 You trade what you want 👉 Jupiter handles routing, bridging & backend flows ✅ Your perps, swaps & DCAs stay native to Jupiter 👉 While liquidity is pulled from anywhere 3️⃣ More Liquidity = Better Fills = More $$$ ✅ Jupiter already routes for best execution on Solana 👉 That’s its core edge - aggregating liquidity ✅ Jupnet scales that across chains 👉 Best route, no matter the chain ✅ Your benefit: 👉 Tighter spreads 👉 Less price impact (esp. during volatility) 👉 Perps & DCA flows with size = more efficient 4️⃣ The Flywheel Effect ✅ Jupnet creates a compounding loop 👉 More liquidity → more volume 👉 More volume → deeper markets 👉 Deeper markets → better prices 👉 Better prices → more users ✅ This isn’t just “another feature” 👉 Jupnet powers the backend of every Jupiter product 👉 Swaps, Perps, Lend, DCA - all get better ✅ The easiest & best move will just be: 👉 “Just Use Jupiter for everything” 🔚

When will $JUP stakers get their ASR rewards? 🪐 I just checked - last year we only were able to claim our Q4 ASR rewards Feb 13, 2025 Ngl, it would be absolute cinema if both Jupuary + ASR dropped during Catlumpurr 🪂 https://t.co/JxaM0f8quK

ngl i'm super excited for Catlumpurr https://t.co/zhsy6gQDFi

Ngl, I’m super excited for @JupiterExchange’s Catlumpurr 🪐 Only 17 days to go. What I’m expecting to get announced/discussed 👇 ✅ Jupnet launch ✅ More clarity on the future of @jup_dao & $JUP What would you love to see announced at the unconference of the year? 👀 https://t.co/bFGhHqWKsr

The analysis of DeFi aggregators as neutral infrastructure is actually wrong. Aggregators are not infrastructure. They are distribution layers. Their yield does not come from interest, leverage, or risk premia. It comes from flow capture. Once users stop choosing routes and start defaulting to one path, the default becomes the business. ➜ Why Default Paths Create Value The common assumption is: Aggregators don’t create yield. They just route trades. That assumption breaks the moment routing becomes persistent. When a protocol becomes the default execution path: - it sees flow first - it decides where that flow goes - and it quietly taxes that flow over and over This isn’t DeFi yield in the traditional sense. It’s positional yield. ➜ How Aggregators Actually Compete The useful way to compare aggregators is not features or UI. It’s distribution control. Ask three questions: 1. Is the protocol a default path or an optional tool? 2. Does it monetize volume, intent, or execution quality? 3. Is its flow chain-native or cross-ecosystem? Once you frame it that way, the differences become obvious. 1️⃣ @JupiterExchange Jupiter’s edge isn’t routing sophistication. It’s being unavoidable on Solana. Jupiter sits at the center of Solana order flow. Retail trades, bots, and programs route through it by default. Recent snapshot ranges show the result: - $11.6M in 7D fees - $2.6M in 7D protocol revenue - consistently at the top of Solana fee leaderboards Users don’t actively choose Jupiter. They arrive there. That makes its yield structural, not cyclical. 2️⃣ @1inch 1inch competes on route quality, not default capture. It wins when users actively want the best path across chains. That gives it: - broad scope - sophisticated routing - but less guaranteed flow Fees and revenue fluctuate with activity because yield depends on user choice, not inevitability. This makes 1inch powerful, but conditional. 3️⃣ @CoWSwap CoW Swap doesn’t monetize speed or volume. It monetizes execution quality. Batch auctions and solver competition reduce MEV and improve outcomes for specific users. The result: - lower absolute volume - higher value per transaction - a defensible niche tied to intent, not throughput CoW’s yield comes from users caring how a trade clears, not how fast. ➜ What the Numbers Actually Show Across aggregators, the pattern is consistent: - Defaults (@JupiterExchange) → stable fees, persistent revenue - Optimizers (@1inch) → bursty fees, choice-dependent yield - Intent layers (@CoWSwap) → lower volume, higher execution value Yield does not come from liquidity provision. It comes from routing authority. ➜ The Quiet Power Shift in DeFi As DeFi matures: - liquidity fragments - execution gets abstracted - interfaces consolidate In that environment, distribution beats product. Protocols that sit upstream decide: - which venues get volume - which LPs get filled - which chains see activity That power compounds quietly. ➜ The Core Insight Aggregator yield is not financial engineering. It’s infrastructure rent. Protocols like Jupiter get paid because they are where trades happen by default, not because they offer the best marginal rate. That kind of yield is: - low drama - highly scalable - and extremely hard to displace once entrenched This isn’t DeFi yield as most people think about it. It’s what happens when distribution solidifies.