Bitcoin is down 1.14% at 83,000, and the broader market is still falling. The top three gainers today are interesting—they’re exactly the three I picked at noon, and they’re all up for the same reason.
MET is up 59.64%, with $45.5 million in trading volume. Its gain has continued to expand from 49% at noon to 59.6%. The launch of Meteora’s DLMM Pro product was the starting point for this rally. Meteora is a liquidity protocol on Solana, and this launch brings together DLMM, DAMM v2, and dynamic bonding curves. A gain of nearly 60% in a single day puts it in the most overheated part of the market. Chasing it now means risking being left holding the bag.
RAY is up 12.79%, with $29.1 million in trading volume. Its price has been mostly flat since noon, holding steady at a high level. Raydium’s buyback mechanism is its strongest support: the protocol uses 12% of its fees to buy back RAY on the market. Cumulative buybacks have already exceeded 10% of the total supply, and the rate of buybacks is even outpacing the amount of RAY held on exchanges. This logic doesn’t depend on whether market conditions are good or bad—it creates sustained buying pressure.
NEAR is up 4.35%, with $226 million in trading volume—the highest of the three—but its gain has pulled back from 7.67% at noon to 4.35%. Rising volume alongside a falling price suggests that some holders are taking profits. Of the three, this is the one to watch most closely.
My call at noon was that as the broader market fell, capital was rotating into the Solana ecosystem. Tonight’s action has amplified and confirmed that view. It’s not just these three tokens—Solana ecosystem tokens are broadly up today. This is sector-wide capital inflow, not a move in a single token.
My view is straightforward: sector-wide gains are more worth following than gains in a single token, but after MET’s 60% surge in one day, this is no longer a good entry point. If you want exposure, wait for the Solana ecosystem as a whole to pull back. At that point, RAY’s buyback thesis is the one I’d have the most confidence holding.
#涨幅榜 #RAY #MET #NEAR
MET is up 59.64%, with $45.5 million in trading volume. Its gain has continued to expand from 49% at noon to 59.6%. The launch of Meteora’s DLMM Pro product was the starting point for this rally. Meteora is a liquidity protocol on Solana, and this launch brings together DLMM, DAMM v2, and dynamic bonding curves. A gain of nearly 60% in a single day puts it in the most overheated part of the market. Chasing it now means risking being left holding the bag.
RAY is up 12.79%, with $29.1 million in trading volume. Its price has been mostly flat since noon, holding steady at a high level. Raydium’s buyback mechanism is its strongest support: the protocol uses 12% of its fees to buy back RAY on the market. Cumulative buybacks have already exceeded 10% of the total supply, and the rate of buybacks is even outpacing the amount of RAY held on exchanges. This logic doesn’t depend on whether market conditions are good or bad—it creates sustained buying pressure.
NEAR is up 4.35%, with $226 million in trading volume—the highest of the three—but its gain has pulled back from 7.67% at noon to 4.35%. Rising volume alongside a falling price suggests that some holders are taking profits. Of the three, this is the one to watch most closely.
My call at noon was that as the broader market fell, capital was rotating into the Solana ecosystem. Tonight’s action has amplified and confirmed that view. It’s not just these three tokens—Solana ecosystem tokens are broadly up today. This is sector-wide capital inflow, not a move in a single token.
My view is straightforward: sector-wide gains are more worth following than gains in a single token, but after MET’s 60% surge in one day, this is no longer a good entry point. If you want exposure, wait for the Solana ecosystem as a whole to pull back. At that point, RAY’s buyback thesis is the one I’d have the most confidence holding.
#涨幅榜 #RAY #MET #NEAR