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Jupiter

Jupiter

$JUPTokenDeFi
$0.1823+5.66%
Updated hourly · via CoinGecko

Top analysts on $JUP

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2 takes
Tom Wan
Tom Wan@tomwanhh·4d

Can Morpho/JupLend overtake Aave/Kamino? A history of DeFi lending on Ethereum and Solana

Historical pattern analysis of DeFi lending on Ethereum (Compound → Aave → Morpho) vs Solana (Solend → Kamino → JupLend). The one phase transition we can directly compare (Phase 1 → Phase 2) played out ~25% faster on Solana. Implication: the challenger moves are real, and Solana's compression suggests JupLend takes share from Kamino faster than Morpho takes from Aave.

$AAVE$JUPFundamentalDeFi
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Donovan
Donovan@donovanchoy·9d

The 2026 Bull Case for JUP

Jupiter generated $184M of 2025 revenue, but JUP was suppressed by 159% supply growth (1.35B → 3.5B) from airdrops + 641M/yr team vesting. February's 'Net-Zero Emission' DAO vote postponed Jupuary indefinitely, removing 33.8% 2026 dilution. Donovan's SOTP (aggregator + perps + JupLend) values JUP at 28% base / 59% bull upside — before crediting JupNet optionality or zero-CAC neobank distribution into 43M onchain wallets. Risks: superapp execution complexity, crypto cyclicality, and the DAO's ability to vote emissions back.

$JUPPitchDeFi
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