$5mil 30d rev with $2.5mil to holders

i think $JUP is starting to become one of the more interesting $SOL majors again, because of these 3 things: DeFi super app, Buyback/token value capture, Omnichain security layer.

so here is my bull case:

* more volume across swaps, perps, GUM
* cross-chain execution creates more demand for JUP security
* more buybacks
* more reason to stake
* more value accured to $JUP stakers

1. Jupnet
Jupnet could turn staked $JUP into the security layer for cross-chain execution. Validators, stake JUP, sign off on transactions, and can be slashed for bad behavior.

if every cross-chain action needs 2/3+ of staked JUP to approve execution, then JUP starts to become economically tied to the network itself.

2. GUM
then you add GUM on top: trade any asset, on any chain, from one interface. Tokens, stocks, perps, and eventually more.

3 Superapp
add @JupiterExchange perps, lending, portfolio, predictions, on/off ramps, and 17 verticals under one umbrella, and the bigger picture becomes clear, that it is trying to become the DeFi super app.

defi and many protocols are moving away from inflation-heavy tokenomics and toward real revenue, buybacks, and fee return models. $HYPE, $AERO, $JUP, $LIT, and $LDO are all showing that the market is repricing cash flows businesses again.

if Jupnet works, this may be the biggest utility case $JUP has ever had.

still speculative, but I’ve got a bag.

https://x.com/arndxt_xo/status/2073976495333421152