Pine Analytics

Solana data company. Our own instruction-level indexer feeds live dashboards, anomaly monitors, MCP access for AI agents, and published research.

[Pine Analytics @PineAnalytics]

@KookCapitalLLC solana:WXMRyRZhsa19ety5erZhHg4N3xj3EVN92u94422teJp on solana

[Phase @phase_]

Where your SOL is staked matters.

pdSOL backs validators contributing to open-source projects, developer tools, network infrastructure, public research and education.

Your stake helps support work others can build on.

Stay liquid, back builders.

[Pine Analytics @PineAnalytics]

Jupiter Lend is now Solana’s largest lender. It passed @kamino on outstanding loans on Oct 6 and leads by $68M, with Kamino’s book down 19% since late September as stablecoin loops unwound.

[One Trade @OneTradeShow]

Matt talks about how you can use @PineAnalytics' memecoin volume breadth metric to help spot the daily runners.

[Pine Analytics @PineAnalytics]

👀

[Pine Analytics @PineAnalytics]

https://t.co/3f2cVmjjWZ

[Pine Analytics @PineAnalytics]

zcash:native is up 600% since its market cap on Solana crossed $1M one year ago.

monero:native is up 20% since its market cap on Solana crossed $1M one month ago.

The reduction in friction to buying monero:native is bullish and could significantly grow its holder base.

[Pine Analytics @PineAnalytics]

solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp volume is going crazy.

[Tulip King 🌷 @tulipking]

Just to reaffirm how terrible Aave Labs is and how uninvestable AAVE token is despite how much their team wants to psyop you into believing they care, they’re still on a multi year plan to slow rug the DAO and treasury

1. Aave Labs rugs front end revenue from the DAO. Huge controversy. DAO rigs votes & governance process in their favor. Eventually they propose and pass “Aave Will Win” which says they’ll direct all revenue to the DAO (wait until you see #2 lmao). But the Labs also votes themselves $25mil for operations and an additional $17.5mil for hitting objectives like $5mil for launching and app (what’s the point of the $25mil?)

2. Soon after they get rekt on the rsETH bridge exploit and pause buybacks (more good news fork token holders 🙃). Buybacks have not resumed btw

3. Of course in the meantime they’re in no rush to resume buybacks but they are in a rush to get the app launched so the Labs can cash in their $5mil performance bonus for shipping an App…

4. And now they’re setting up another Cayman Islands entity 🤦🏼‍♂️ because this time it’s really gonna align incentives ! By the way the DAO is being asked to foot the bill for this again. **wtf was the point of funding Labs with $25mil if the DAO is still funding everything after that?

There’s many sub $10mil memecoins with more holder alignment and holder revenue than AAVE

[One Trade @OneTradeShow]

Ep. 13 - PumpFun Adding Gachas, Pokemon Meta / Paired Coins, State of Solana and Robinhood, $DACITY, Papertrade, and more

[One Trade @OneTradeShow]

The @RobinhoodApp chain activity is looking pretty rough right now.

[Pine Analytics @PineAnalytics]

Cardboard Trade is a new Solana trading app offering up to 1,000× leverage on BTC, ETH and SOL, with USDC collateral and positions trading against a shared house pool.

From October 15 through now, 1,035 wallets opened 51,899 positions representing $4.48 billion in leveraged opening notional.

that activity generated $322,617 in trading fees on @cardboard_trade. $161,309 allocated to the protocol, with the other half funding staking rewards and referral bonuses.

Median leverage was 150×, highlighting how leverage contributes to the reported volume.

Some activity looks consistent with reward farming: 121 wallets opened 4,633 matched long/short pairs generating $748 million in opening notional, with fully settled pairs closing their two legs a median of three seconds apart. These offsetting positions reduce directional exposure while the losing leg can earn CARDBOARD rewards; they represented 56.1% of October 19 opening notional through the cutoff, although the pattern alone does not prove farming intent.

[Pine Analytics @PineAnalytics]

Mixed quarter for @JupiterExchange.

[Pine Analytics @PineAnalytics]

https://t.co/2gU2KWooko

[One Trade @OneTradeShow]

Ep. 12 - Liquidity being sucked out, Clawpump hackathon, Market sentiment, Solana aggregator share, SOL eco tokens, State of robinhood, and more

[Pine Analytics @PineAnalytics]

https://t.co/2gU2KWooko

[Pine Analytics @PineAnalytics]

@BaihengSnow @clawpumptech We are not live yet. Going live early December.

[Pine Analytics @PineAnalytics]

solana:739dnZEG4yaBWFsY8L8ZwrfhGG6dhtCSercW8Umspump has run roughly 5xed since @clawpumptech's AnsemHack hackathon kicked off on Aug 18, from about $0.0033 to $0.0174. Over the same stretch, the platform’s revenue grew about sixfold. ClawPump keeps 25% of the creator fees on every agent token it launches. On that basis, revenue went from about $530 a day in July and early August to about $3.2K a day during the hackathon (Aug 18–Oct 8). That’s roughly $167K over seven weeks, against about $260K since mid-March.

The momentum hasn’t faded since the hackathon ended. The past week came in at about $4.5K a day ($31.6K total), the best run yet. Fees are also concentrating in a few tokens: solana:8nnaeWCw8mUypcGAgbmSuzAT85uWx4UN12adDrMhXrGF alone generated $9K, about 28% of the week.

[Pine Analytics @PineAnalytics]

Good Q3 for @orca_so nominally, but the DEX lost market share. It'll be interesting to see how the @Loopscale merger plays out in Q4.

[Pine Analytics @PineAnalytics]

https://t.co/lXogC09Tgi

[Pine Analytics @PineAnalytics]

@ConejoCapital @clawpumptech 💯

[Pine Analytics @PineAnalytics]

https://t.co/lXogC09Tgi

[One Trade @OneTradeShow]

Ep. 11 - Current Bags, $HOTBOT, $ORE, Orca + Loopscale Merger, Trenches at a low point, Overall market thoughts, What to do when volume slows down, and more