Jito may not be generating enough to make its token worth owning: about $16 million against a roughly $300 million market cap, even as Jito reaffirms that it is built around JTO. x.com
Joestar
Crypto Analyst, DeFi Analytics Tools Builder, Perpetuals & Tokenization
Jito faces selling pressure from today's unlock of 8.4M JTO, worth about $3.4M, which could push it toward the bottom of its $0.3943-$0.4859 range before a bounce. If the $0.4397 mid-range acts as resistance, price could fall back toward $0.3943. x.com
Jupiter's JUP token has fixed the problem that makes most altcoins uninvestable, by returning real business value to holders. Jupiter Exchange already has a killer business and a team that ships fast, and it has now cut token emissions to zero, ending new mints for airdrop farmers and the team, while testing buybacks and sharing revenue with holders. That is the only way to build sustainable token growth, and the kind of altcoin to look for in the next bull market. x.com
Jito is a bet on a Solana summer and on JTX giving the token a second revenue engine. Rising Solana activity lifted MEV fees 41.9% in seven days, turning revenue up 20%, though it is still down 39.2% over the month and liquid-staking fees are falling. Holders get no revenue share today, so the market prices future value capture; Jito says a large portion of revenue from JTX, its new self-custodial Solana trading platform, will flow to JTO holders. x.com
Meteora offers the preferred 6–12 month Solana DEX token risk/reward because its revenue is high relative to its market cap. Its $5.48M in 30-day revenue exceeds Jupiter's and Raydium's despite a $186M market cap. More Solana trading could lift fees; a re-rating requires sustained revenue and better token value capture. This is not an earnings multiple: holder revenue trails Raydium, unlocks could pressure supply, and revenue depends on Solana activity. Jupiter remains the safer ecosystem play. … Show more
io.net ties its token to real revenue, which matters more than partnerships or famous logos. It earns $12.3M in annualized revenue, one of the highest in DePIN, and its new Incentive Dynamic Engine links token burns to network revenue instead of fixed emissions. At least half of net revenue is burned, and io.net expects to remove at least 12 million tokens from circulation over the next year. At this stage, token prices are still driven more by market sentiment than fundamentals. x.com x.com … Show more
Jito's token can return at least 3x and should get back to its all-time high one day. The broader Solana ecosystem looks really good, and Jito's founder is seen as among the best builders. Further buying is planned if the price holds here. x.com x.com
io.net's token burns should, hopefully, be positive for the IO price. Per @kriptoloki, io.net's new Incentive Dynamic Engine ties burns to real network usage, sending part of network revenue to IO buybacks and burns, so more usage means more burning. At current activity, over 12 million IO are expected to leave circulation in the next 12 months, per the same post. x.com
Ondo's token has no value accrual, so tokenization's growth isn't flowing to holders. What Ondo is building is really good, as tokenization is the future, but not every project needs a token. Almost 20% of total supply unlocked in January 2026, and the same will happen next year. That is why the price is down 85% even with TVL and revenue at all-time highs. x.com
Hyperliquid is among the crypto projects proving that real revenue used for buybacks and burns drives the best long-term performance. Tokens without revenue, or whose buybacks do not offset emissions and unlocks, are inflationary assets relying on sentiment. Projects with revenue and value accrual, including Hyperliquid and GEODNET, held up surprisingly well through the bear market. x.com x.com x.com
Pump.fun's PUMP token has likely bottomed, because its revenue and buybacks are out of line with a price near all-time lows. Pump.fun earns over $1 million a day in fees, has burned about $370 million of bought-back PUMP, roughly 36% of circulating supply, and says it will buy back and burn at 50% of revenue for a year. As with HYPE, the market is deciding revenue matters, and the team keeps shipping. The weakness may reflect VC unlocks or OTC selling; a coming unlock looks partly priced in. … Show more