Episode Details

The State Of Solana DeFi | Round Table
5/8/2025
0xResearch β†—

Key Insights

Bullish:

  • 🟒 $SOL - Solana has overtaken Ethereum in app revenue and maintains a strong position in the blockchain ecosystem, with potential for further growth in various sectors including memecoins.
    • β€œSolana flipped Ethereum as the leading chain by app revenue in June of last year and has retained a spot ever since. Today, it accounts for almost 50% of total app revenue across all chains.” - Dan (44:53)
    • β€œI think the challenge for Solana...is diversifying away from meme coin trading and not diminishing it at all. I wanna aggressively continue to scale that sector. I think it's a very important sector for blockchain” - Carlos (46:22)
  • 🟒 $SOLPHI - πŸ”’
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  • 🟒 $LOOPSCALE - πŸ”’
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  • 🟒 $JUPITERPERPS - πŸ”’
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  • 🟒 $BTC - πŸ”’
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Bearish:

  • πŸ”» $ETH - πŸ”’
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