Rocky
Rocky|Jan 14, 2026 11:47
The deep collaboration between Solana and X may have overlooked its potential explosive power, especially in the core ecosystem project. Today, we will explore the underlying logic and timeline! From a timeline perspective, Nikita has reported that a public version will be released next month, which is February. It is expected to start from the inside and transition from the data layer to the operation layer! (As shown in Figure 2) From a logical perspective, currently there are approximately 561 million active users in X month. Once users become accustomed to "clicking on token names → looking at data → looking at discussions → jumping to transactions", X has transformed from social media into the world's largest "on chain financial operating system", with an estimated monthly trading volume of tens of billions! This time Solana is like boarding the first bus, becoming the preferred experimental field for this new paradigm with its speed, ecological activity, and key connections. Even if X supports other chains in the future, Solana has already taken over users' minds and usage habits, and preconceptions will inevitably be the biggest focus! It is estimated that this cooperation will significantly increase the liquidity premium of the Solana ecosystem (more people are willing to hold SOL and SOL series assets because they are easier to discover and trade), and the lifecycle of long tail tokens may be shortened but their explosive power may be stronger (overnight popularity is possible). The underlying infrastructure projects (such as @ PythNetwork, @ wormhole, @ JupiterExchange) will be highlighted for their value, as they are the water, electricity, and coal behind this' attention monetization '. In addition to pledging a basket of SOL tokens, we are also particularly optimistic about these three major underlying infrastructure projects: one ️⃣ Pyth (oracle) We know that Smart Cashtags need to display 'real-time prices' and cannot rely on centralized APIs (which can be easily manipulated or delayed). At present, Pyth is the most mainstream decentralized oracle on Solana, aggregating real quotes from Wall Street institutions and exchanges, including cryptocurrency, stocks, as well as bulk and foreign exchange market prices, supporting the feeding of 2828+asset prices. X is likely to directly access Pyth's feeding data to ensure that the prices seen by users are trustworthy and have low latency, which will undoubtedly be a huge benefit. The price of Pyth 0.07 now, with a market value of 400 million US dollars, is simply on the floor, a waste! two ️⃣ Wormhole (Cross Chain Bridge) Although initially focused on Solana, X's ambition is definitely "full chain support". Wormhole is currently the most widely used cross chain messaging protocol, supporting over 30 chains including Solana, Ethereum, Base, Avalanche, and more. If X wants to support the unified identification of USDC on any chain in the future, Wormhole will inevitably be the preferred key underlying seamless cross chain infrastructure. The current price of $W 0.039 and a market value of $200 million are simply not too cheap. three ️⃣ Jupiter (DEX aggregator) In the later stage of executing transactions, I believe Jupiter will be the first choice. Currently, there are dozens of DEX, AMM, order books, and even meme coin launch pads (such as Pump) on Solana, with extremely dispersed liquidity. Jupiter is like an "intelligent traffic dispatch center" that calculates in real time which road is the fastest and cheapest, and also helps you automatically switch lanes to achieve transactions quickly. The Jupiter Aggregator API is specifically designed for this purpose and can directly call its routing capabilities. It is expected that X has the highest probability of cooperating with Jupiter. The current price of JUP is 0.22, with a market value of 720 million US dollars, which is also in the trough. In addition, JUP has a repurchase plan. Nowadays, the secondary market is filled with gold, and the market value has fallen to the bottom. You can seize the big gift package of X and Solana in February, which may have higher certainty and greater opportunities than playing some memes. Looking forward to a miracle of heavy positions!
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