MeteoraInside

Meteora, in numbers. Managed by @pranave

[MeteoraInside @MeteoraInside]

Meteora's Q1 2026 Token Holders' Report is live.

Markets cooled. Volumes and fees came down. But the business model held, and in some areas, got meaningfully stronger.

Here's a thread breaking down the quarter. Full report at https://t.co/UnEAV2ZnLC

[Sunrise @sunrisedefi]

$SV151 is now live on @Solana.

$SV151 by @MeteoraAG represents tokenized shares of sealed Pokemon SV151 packs, the set featuring the original 151 Pokemon, the OG heroes of the game.

Tradable now.

[Soju 燒酒 | Meteora @0xSoju]

I believe in Internet Capital Markets for the promise of open access, the removal of gate-keepers.

Effective immediately, and facilitated by @Pranave, @BedrockFndn is open to all teams.

On @base, on @Pumpfun, on anything.

[MeteoraInside @MeteoraInside]

This is the final tweet.

[MeteoraInside @MeteoraInside]

Last week was a huge week for Meteora.

Five updates across Product, the Protocol, and the $MET token. Three are live today; two land by the end of Q2.

Long-form write-up: https://t.co/041Btk3zW6

Going through each, one by one.

[MeteoraInside @MeteoraInside]

TL;DR

• Quote Token Fees: LPs keep more of what they earn → more LPs, more volume.
• Native Limit Orders: a new on-chain trading primitive + a higher take rate on filled orders.
• DLMM fee 5% to 10%: funds the growth flywheel; LPs still keep 90%.
• Referral & Staking: new $MET utility (Q2).
• Bootstrapping staking via a cashdrop: 3 months of fees to seed staking (Q2).

The throughline: LPing is trading. We're building the tools a trader actually wants, on the liquidity that's already here.

[MeteoraInside @MeteoraInside]

This is the final tweet.

[MeteoraInside @MeteoraInside]

State of Meteora: April 2026

Two months of cooling, but April finally split the trend.

Volumes eased, but fees and revenues moved the other way.

[MeteoraInside @MeteoraInside]

Token Unlocks

Meteora is transitioning to using Jupiter Lock to vest and unlock team tokens. What this means is that the total team tokens for 1 year starting from 28 Feb 2026 have been locked into Jupiter Lock, and will vest over the next 365 days till 28 Feb 2027 to the individual team members.

If you are maintaining an API that tracks the circulating supply of $MET, you will need to query the Jupiter Lock program to accurately pull the non-circulating supply of $MET tokens.

Importantly: There is NO change to the tokenomics and vesting schedule of tokens. There are no added emissions.

Aggregators like Coingecko, CoinmarketCap, etc have been notified, and will update the circ. supply on their end to track the release of tokens through the Jupiter Lock program.

Wallets:
Team Unlock Wallet:
FKMkF8EG8W3hv9R4MxyS5PqhYsjXgzCXMvGc3av8QzL8

Meteora Eco Reserve Unlock Wallet: 2WezJF7ykRXnmrWzYSPYkqbzUPZK6J8XSd16HPdhzdii

[Soju 燒酒 | Meteora @0xSoju]

why own the tokenizer when you can own the liquidity rails

the ticker is $MET

[Pine Analytics @PineAnalytics]

https://t.co/rAdjrDFfS5

[AJC @AvgJoesCrypto]

.@solana application revenue in Q1 was $342.2 million, the most of any blockchain. The top 10 Solana apps by Q1 revenue were:

1) @Pumpfun - $124.7M (+17% QoQ)
2) @AxiomExchange - $42.4M (+36% QoQ)
3) @phantom - $23.4M (-3% QoQ)
4) @JupiterExchange - $23.1M (-31% QoQ)
5) @BagsApp - $11.5M (+1,347% QoQ)
6) @gmgnai - $11.3M (+75% QoQ)
7) @MeteoraAG - $10.2M (-62% QoQ)
8) @ore - $9.2M (-40% QoQ)
9) @Collector_Crypt - $8.7M (-4% QoQ)
10) @helium - $6.9M (+32% QoQ)

[MeteoraInside @MeteoraInside]

That's the quarter. Markets tested us, and the fundamentals held.

$32.8M treasury. Self-sustaining. 2+ years of runway. And a product roadmap that's expanding who Meteora serves.

Full report → https://t.co/CTB3pEYYV6

[MeteoraInside @MeteoraInside]

Meteora's Q1 2026 Token Holders' Report is live.

Markets cooled. Volumes and fees came down. But the business model held, and in some areas, got meaningfully stronger.

Here's a thread breaking down the quarter. Full report at https://t.co/UnEAV2ZnLC

[MeteoraInside @MeteoraInside]

Sellside Coverage

Independent coverage of Meteora continued to grow in Q1:
• @chingtsengtw on "DeFi Retention Reality" and "Internet Capital Markets"
• @PineAnalytics on "Meteora's Q4 2025 Report" and "What is Bedrock"
• @Decentralisedco on "The Mark-to-Meteora Moment"

Find links to these in the full report.