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Jito (JTO): dominant Solana infra, in a deep revenue trough
Jito runs the largest Solana liquid-staking token and its MEV infrastructure. The franchise is real and the value-capture switch is turning on, but MEV tips have collapsed about 90% from the 2025 peak, so almost nothing reaches the token today. Grade BB.
EconomicsSolana
Meteora (MET): Solana's liquidity backbone, post-boom
Meteora is core Solana liquidity infrastructure, but revenue and buybacks have collapsed off the 2025 boom, the treasury is shrinking, and it sits under an unproven class-action allegation. A leveraged bet on Solana volume turning, not an investment. Grade CCC.
EconomicsSolana