JITO (JTO)

Been looking to add solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL so I ran a rough napkin analysis on the impact @jtx_trade could have on @jito_sol's valuation. Pls poke holes in the assumptions as it helps me frame this better. The model assumes JTX captures just 5% / 10% / 15% of Solana spot and perp volumes in the bear, base and bull cases. For context, Jupiter currently handles roughly 50%-60% of Solana DEX volume. The assumption here is that JTX only needs to win a smaller, higher-value segment of flows rather than compete for the entire market. On spot, I modelled a 1bp fee across all scenarios referencing Jupiter's average front-end take rate and assumes JTX can justify charging for a better trading experience through advanced order types, execution quality and tighter integration with Jito's infrastructure. On perps, I assumed a 1bp / 2bp / 3bp builder fee. Those assumptions are benchmarked against builder-code economics on Hyperliquid while recognizing that @PhoenixTrade's underlying fee sta

Been looking to add solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL so I ran a rough napkin analysis on the impact @jtx_trade could have on @jito_sol's valuation. Pls poke holes in the assumptions as it helps me frame this better. The model assumes JTX captures just 5% / 10% / 15% of Solana spot and perp volumes in the bear, base and bull cases. For context, Jupiter currently handles roughly 50%-60% of Solana DEX volume. The assumption here is that JTX only needs to win a smaller, higher-value segment of flows rather than compete for the entire market. On spot, I modelled a 1bp fee across all scenarios referencing Jupiter's average front-end take rate and assumes JTX can justify charging for a better trading experience through advanced order types, execution quality and tighter integration with Jito's infrastructure. On perps, I assumed a 1bp / 2bp / 3bp builder fee. Those assumptions are benchmarked against builder-code economics on Hyperliquid while recognizing that @PhoenixTrade's underlying fee sta

Here's your Crypto Watchlist for the Week: The main theme I’m watching this week is that switch-and-holder revenue trades are starting to matter again. $JTO +39% this week and +83% on the month. It's generated $6.25M in fees over the last 30 days, with $0 going to holders. If the fee switch conversation keeps moving, JTO probably stays on watch. $AERO +36% this week and still controls 52.6% of Base DEX volume. The holder yield is already at 14.6% with 100% distribution, and mainnet expansion is about to provide another catalyst. $VELO is up 32% this week, but I don’t really view this as a standalone trade anymore. The real setup is the $AERO merger in July 2026. VELO holders are set to receive 5.5% of the new AERO supply, so this is more of a merger arb than a long‑term VELO thesis. The window closes once Aero launches, and price still looks like it’s catching up to the conversion. $UNI +21.3% this week, $43.4B in 30d volume, and $53.7M in fees over the last month. The fee‑switch debate is back on CT, s

Current altcoin watchlist https://t.co/erjjH9HzrU

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