Jupiter (JUP)

A lot of people asked why Jupiter barely mentioned $JUP during Catlumpurrb

So let’s flip the question:

Why does Jupiter even host conferences like Catlumpurr? 🪐🧵

1️⃣ It’s a long-term signal

✅ Jupiter is investing in real-world coordination
👉 Not short-term price talk
👉 But ecosystem depth & relationships
✅ When a team gathers its strongest community before major moves
👉 It’s because they’re building something bigger than weekend noise

2️⃣ Network effects are built IRL

✅ Ecosystem relationships compound
👉 Builders + partners + power users in one room accelerates everything
👉 Alignment happens faster when the right people actually meet
✅ This is how real network effects form
👉 The strongest teams show up before the big inflection points

3️⃣ Why no $JUP announcements?

✅ Timing matters more than noise
👉 Big token moments need real product foundations
✅ Jupiter has been shipping nonstop
👉 Studio, Portfolio, Lend, JLP, Validator, Perps, Global
✅ A stronger base today = more durable token value later
👉 Substance first, narrative second

4️⃣ What $JUP really is

✅ $JUP isn’t “marketing” - it’s the economic core
👉 Directly tied to usage, activity & Super App expansion
✅ Value comes from gravity
👉 Products people use every day
👉 Liquidity that keeps deepening over time
✅ No need to rush token narratives
👉 Let real adoption pull the $JUP story forward

5️⃣ Where I stand on $JUP

✅ I still see $JUP as exposure to onchain infrastructure at scale
👉 Infra plays are built in phases, not pumps
👉 Quiet build phases often set up the next step-function
✅ It can feel uncomfortable in the moment
👉 But powerful if execution keeps compounding
✅ Serious teams keep building through noise
👉 That’s the signal I care about 🔚

Jupiter is killing it.

In 2025, it generated $509M in gross fees and $183M in gross profit.

Even though it initially started as a simple DEX aggregator, it's now a very profitable on-chain business. https://t.co/l5PJZ1HACQ