Original author: fabiano.sol
Compiled by Odaily Planet Daily (@OdailyChina）_
Editor's note: From September 20th to September 21st, the fourth Breakpoint will be held in Singapore. As the largest and most influential ecological conference in the Solana ecosystem (especially considering that last year's Breakpoint fermentation time almost coincided with the high point of SOL's explosive cycle), Breakpoint carries the expectations of the entire Solana ecosystem for value judgment, future direction, and information exchange on wealth codes.
In the following article, KOL fabiano.sol focused on the promotion plans and potential promotion content of major ecological projects during the Breakpoint period in the Solana ecosystem. For investors who are interested in deepening their participation in the Solana ecosystem, this inventory may be regarded as a "preview" for the second half of the year.
For the Solana ecosystem, Breakpoint has always been a gold mine for obtaining alpha information and early insights.
After last year's speech, Nosana achieved a 400-fold increase.
I have reviewed the list of Solana ecosystem projects intending to promote during the Breakpoint period, and the following projects may experience an increase after releasing positive news.
Project One: Jupiter (JUP)
Jupiter will hold multiple community events during the Breakpoint period, with the most notable event being the keynote speech by co-founder SIONG on September 20th from 11:55 AM to 12:10 PM (UTC+8).
During last year's Breakpoint period, Jupiter announced an airdrop plan, and this year is expected to have another major revelation, possibly a mobile application or other important product updates.
Potential bullish factors:
Jupiter mobile application;
Other major product updates.
Project Two: Sanctum (CLOUD)
Sanctum not only sponsored multiple large-scale events during the Breakpoint period.
Sanctum's founder FP Lee will also speak at the keynote speech on September 21st from 2:50 to 2:55 PM (UTC+8), which may bring the latest developments about CEX LST.
Potential bullish factors:
Sanctum Wonderland S2;
LST use case updates;
CEX LST.
Project Three: Solayer
Solayer Labs co-founder Jason Li will discuss Solayer's development and re-staking related issues on September 21st from 3:30 to 3:35 PM.
Solayer has recently made some bullish announcements (financing, CEX LST, etc.).
Potential bullish factors:
Re-staking progress;
Roadmap updates;
Token and airdrop plans.
Project Four: Wormhole (W)
Since the TGE in April this year, the token price of Wormhole has dropped by 85%.
Wormhole co-founders Dan Reecer and Robinson Burkey will give a product keynote speech, hinting at a large-scale protocol update.
Potential bullish factors:
Wormhole Sigma (application chain);
Staking (Note: W cannot currently be staked directly on Solana);
Roadmap and phase updates.
Project Five: Kamino (KMNO)
Kamino is in a very good development stage and is expected to become the absolute DeFi center on Solana.
I personally have high expectations for Kamino and its token, as they are constantly working to make DeFi better.
During September 21st from 2:35 to 2:40 PM (UTC+8), Kamino co-founder y2kappa will give a keynote speech, which may reveal more alpha information.
Potential bullish factors:
Product upgrades;
Roadmap;
Kamino Lend V2.
Project Six: deBridge
There are rumors that deBridge will have a TGE in September. I personally don't think there will be any progress before the opening of Breakpoint.
deBridge co-founder Alex Smirnov will give a product keynote speech on September 21st from 4:45 to 5:45 PM (UTC+8).
Potential bullish factors:
- TGE plan (including airdrops and other related matters).
Project Seven: Tensor (TNSR)
2024 is the most important year for Tensor, and the protocol's co-founder and CTO Richard will give a speech on September 21st from 5:30 to 5:35 PM (UTC+8).
Potential bullish factors:
Tensor platform upgrade;
TNSR use case expansion.
Project Eight: Magic Eden (ME)
Apart from announcing more details about ME's TGE, any other news released by Magic Eden will be a huge surprise, especially at a conference where everyone is talking about your brand and token.
Magic Eden founder Jack Lu will give a speech on September 21st from 12:35 to 12:45 PM (UTC+8).
Potential bullish factors:
ME TGE;
Roadmap updates.
Project Nine: Meteora (MET)
Meteora will also hold some activities during the Breakpoint, such as on-site LP teaching for Meteora's liquidity providers.
During September 20th from 4:20 to 4:40 PM (UTC+8), Meteora team member benchow.sol will participate in a debate. I don't think he will be eager to promote MET-related matters, but he may reveal some alpha information.
Potential bullish factors:
- MET Alpha information;
- Liquidity mining Alpha information.
Project Ten: Flash Trade
Will Flash Trade announce token-related intelligence? That's a good question.
Flash Trade developer Anas will address this question and more during the speech on September 21st from 3:35 to 3:40 (UTC+8).
Potential bullish factors:
- Token-related information.
Project Eleven: Birdeye
Birdeye is an on-chain trading data aggregator… and does not have a token.
It seems unlikely that Birdeye will issue a token, as they already have another reward system, but it's not impossible.
It is worth noting that Birdeye is very interested in Solana, as its co-founder Kha NT previously worked at Solscan, and he will give a keynote speech on September 20th from 11:50 to 11:55 AM (UTC+8).
Potential bullish factors:
- Birdeye token;
- Platform upgrade (integration with Solana).
Project Twelve: Solana Mobile
Everyone waiting for the second generation of Solana Mobile devices may be very excited.
Emmett Hollyer, General Manager of Solana Mobile, will give a keynote speech from 10:50 to 11:05 AM (UTC+8).
Who knows if we will witness another miracle on the second generation of Solana Mobile devices?
Potential bullish factors:
- Second generation devices.
Other Project Developments
In addition to the above projects, some other mainstream projects in the Solana ecosystem may also announce significant progress during the Breakpoint period, including but not limited to Jito possibly announcing more alpha information about re-staking; Drift Protocol may announce related developments about Debate and Events; Helius may also announce some major updates.
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