Thye Chy

[Sawyer Merritt @SawyerMerritt]

Tesla and SpaceX over the next few months:

• June 18: CRSP index inclusion for SpaceX. Triggers an estimated $4-7B in forced buying by passive funds.

• June 18: FTSE Russell index inclusion for SpaceX. Triggers an estimated $6-9B in forced buying by passive funds.

• June 26: MSCI index inclusion for SpaceX. Triggers an estimated $3-5B in forced buying by passive funds.

• End of June: HW3 Tesla owners get FSD V14 Light. Expect possible delays.

• July 2: Tesla Q2 vehicle and energy storage delivery report.

• July 6: NASDAQ 100 index inclusion for SpaceX. Triggers an estimated $8-12B in forced buying by passive funds.

• Late July: Tesla Q2 earnings call.

• Early-mid August: SpaceX Q2 earnings call, their first earnings call as a public company.

• 2 trading days after SpaceX's Q2 earnings released: 30% of eligible insider shares unlock (equates to 12% of all outstanding shares).

NOTE: Since only about 40% of all outstanding shares are eligible for early release lockups, that 30% above equates to 12% of all outstanding shares. Elon's shares, board member shares, and some others, are subject to an extended lockup of 366 days. Together, the shares subject to these extended lockup restrictions represent 60% of SpaceX's outstanding shares.

• August 21: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• September 10: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• September 25: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• September: Indexes rebalance. SpaceX will then have a higher weighting in those indexes due to an increase in the public float from insider shares being unlocked. Passive funds would likely need to purchase billions of dollars worth of additional shares to bring their holdings in line with the new index weight.

• October 2: Tesla Q3 vehicle and energy storage delivery report.

• October 12: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• October 26: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• Late October: Tesla Q3 earnings call.

• Early-mid November: SpaceX Q3 earnings call.

• 2 trading days after SpaceX's Q3 earnings released: 28% of eligible insider shares unlock (equates to 11.2% of all outstanding shares).

• December 9: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares).

• December: Indexes rebalance again. SpaceX will then have an even higher weighting in those indexes due to an increase in the public float from insider shares being unlocked. Passive funds would likely need to purchase billions of dollars worth of additional shares to bring their holdings in line with the new index weight.

(The Cursor acquisition will likely affect these lockup percentages slightly)

[Marino @marinonchain]

You don't realize how much Jupiter is dominating Solana right now 🪐

They just dropped their yearly report - and I went through the whole thing so you don’t have to.

Here are all the key insights & why 2026 could even be more massive 🧵📈

1️⃣ $514M Revenue

✅ $1.16 Trillion (!) Trading Volume
👉 11x YoY growth
👉 CEX-level scale
👉 Fully onchain
✅ $514M Gross Revenue
👉 $184M gross profit
👉 Real fee generation
✅ The Alpha
👉 Deeper liquidity
👉 Tighter spreads
👉 Sustainable product growth
👉 Jupiter is an absolute revenue machine

2️⃣ Perps Engine

✅ 58% Of Gross Profit
👉 ~$107M from perps
👉 Primary revenue driver
👉 Funds ecosystem expansion
✅ JLP Structure
👉 75% of fees to LPs
👉 Backed by SOL, ETH, BTC, USDC
✅ The Alpha
👉 Earn from real trading volume
👉 Exposure to blue-chip basket
👉 Yield sourced from activity

3️⃣ $JUP Insights

✅ 30% Supply Reduction
👉 3B JUP burned
👉 Permanent removal
👉 Structural reset
✅ 50% Profits → Buybacks
👉 168.9M JUP accumulated
👉 $70M deployed
👉 134.5M already burned
✅ Revenue → buy pressure
👉 Reduced circulating supply
👉 Stronger long-term alignment
👉 Especially now with net-zero emissions

4️⃣ Integration Moat

✅ 1,700+ API Integrators
👉 Robinhood
👉 Coinbase
👉 Kraken
👉 Binance Alpha
👉 MetaMask
👉 Uniswap
✅ Liquidity Backbone
👉 Aggregated onchain depth
👉 One integration → full routing stack
👉 Embedded across wallets & exchanges
👉 Jupiter everywhere you trade

5️⃣ Financial Stack

✅ Vertical Expansion
👉 Aggregator
👉 Perps
👉 Lending
👉 Stablecoin
👉 Launchpad
👉 Validator
👉 Prediction markets
✅ Superapp Evolution
👉 Multiple revenue lines
👉 Shared liquidity
👉 Cross-product synergies
👉 Capital flows across products
👉 Revenue compounds internally

6️⃣ 2026 Roadmap

✅ Scale Distribution
👉 Mobile as default gateway
👉 Wallet-led onboarding
👉 Institutional integrations
✅ Bridge TradFi
👉 RWAs integrated natively
👉 Institutional assets routed onchain
👉 Unified web2 ↔ web3 access layer
✅ Jupnet Omnichain
👉 Cross-chain abstraction
👉 Any asset, any chain
👉 One trading experience
✅ This is the infrastructure bet 🔚

[Landscape Architecture @Landscapecture]

Turning a Simple Tree Into a Stunning Koi Pond Garden Oasis (AI)

[Viralfizz @Viralfizz]

I got a call about the backyard.

[Agrotonomy @AgrotonomyCorp]

52 parsley bunches in 1 square meter.
With aeroponic towers, 3 weeks from seed to seedling and 6 weeks to harvest. Sowing 6 seeds per port produces full, uniform bunches while maximizing tower space.
#VerticalFarming #Aeroponics #SoillessFarming

[Jakub Balcerzak @Jakub110Jakub]

NIEPRAWDOPODOBNE. 😮😮😮

#PlusLiga
https://t.co/0p8nfcfIUX

[Donna Louise @DonnaLouise1212]

Wow!.. This hit me hard... My dad is 73, & let's just say I'll answer every call/text from now on.....😢

[mei @9yointern]

https://t.co/zsbFhHEfEo

[Leoaraiz @Leoaraiz_BTW]

Let’s take emotions out of this and actually look at the numbers around the $JUP vote.

Because this decision will shape the token for the rest of 2026.

Two options are on the table.
One keeps the pressure.
One fixes it.

Here’s the breakdown 👇

1️⃣ Option 1 — Do Jupuary as planned

> Jupuary: 700M JUP
> ASR: ~200M JUP (50M quarterly)
> Unlocks (Team + MER): ~588M JUP

That’s almost 1.5B JUP in potential sell pressure.

Even with 50% revenue buybacks, it’s extremely hard to offset that.

If this passes:
• Checker: Feb 28
• Claim: March 7

Rewards continue, but so does heavy dilution.

2️⃣ Option 2 — “JUP Goes Green”

This focuses on reducing supply first.

> Jupuary postponed → 700M moved to reserve
> Team unlocks paused → ~428M stopped
> MER unlocks accelerated → 160M fully unlocked
> Any MER selling = matched by buybacks

What this means:

• No 700M airdrop pressure
• No team emissions
• MER sell pressure absorbed
• ASR continues, but mostly staked

Result: near-zero net emissions.

Plus on top of this:

> 50% revenue buybacks continue
> Litterbox keeps accumulating $JUP
> Potentially 14–20% of supply bought back this year
> $35M ParaFi investment locked

This is how you create real supply compression.

Let’s be honest:

Some people just want their Jupuary to sell and move on.

But Jupuary isn’t canceled.
It’s postponed.

And that’s better for everyone long term.

For anyone who believes in $JUP as a multi-year play,
Option 2 is a no-brainer.

Less dilution.
More buybacks.
Stronger foundation.

🗳️ Discussion live now
Vote: Feb 17–21
Execution right after

Whatever the outcome, I’m glad we’re finally tackling emissions head-on.

This is how strong ecosystems mature.

[Agrotonomy @AgrotonomyCorp]

Harvest day shows crop growth in vertical farming with aeroponic towers. Roots stay suspended in air about 80% of the time, boosting oxygen and nutrient uptake for faster growth and consistent yields using far less land and water.
#VerticalFarming #Aeroponics #SoillessFarming

[Dieudonne HARAGIRIMANA @diharagirimana]

Look at the genius idea he came up with using these old jerry

[Leki_Denis @Leki217]

Look at the genius idea he came up with using this tank that nobody wanted 😲

[Jupiter @JupiterExchange]

Fresh Start Phase 2 Completed: Burning the Litterbox & Reducing the Unstaking Window

We have completed Phase 2 of the JUP fresh start, which aims to align JUP strategically with the broader objective of creating the platform, community, and token to propel billions of people into DeFi.

The Fresh Start is fundamentally about taking a much more strategic approach to JUP. We took a hard look at the problems around governance and the over-emphasis of DAO comms and realized that attention was being negatively averted from the great work of the team and the community.

Phase 1 was all about minimizing the DAO, resetting the community, and simplifying the narrative.

Phase 2 was all about voting on the Litterbox Burn of ~130m $JUP. Today we’re executing that burn, alongside reducing the unstaking window to 7 days in accordance with the feedback from token holders.

Moving forward, we’re also taking a strategic approach to Jupuary, taking into account opinions from all. We’re actively designing it to vastly reduce initial emissions, greatly increase alignment for those who hold the airdrop, and focus on the core platform needs and vision of accelerating decentralization.

We will continue to work through what should be doing with the ongoing 50% of revenues sent to the Litterbox. We’re also continuing to find new ways to integrate $JUP into the product suite. It already is integrated into our verification system (where Express Lane fees are burnt) and into our Metis Binary (where 10,000 staked JUP are required for access). Next, we’re going to explore more ways for JUP to be integrated into our future platforms elegantly.

Through it all, we will continue to read every post - across X, the Research Forums, and Discord - to better understand what token holders want and how we can balance those desires with the needs of the project. A deep deep thank you to everyone who has already shared their ideas, and a special thank you to anyone who shares them going forward!

[Marino @marinonchain]

Meteora dropped serious $MET AIRDROP ALPHA 🪂

$JUP stakers will eat good & get a cut without extra dilution 🤝

Are you a @MeteoraAG user? Are you staking $JUP? 👀

Then you will just LOVE this thread full with alpha for YOU 🧵👇

[Grace Gym🏋️‍♀️ @GraceGym_]

Heat? Never again! (This will freeze your house) 🥶 👇

[Marino @marinonchain]

Seeker Season kicked off & the first launch partner is @moonwalkfitness 🏃‍♂️📱

Using your Seeker earns you boosts & is your ticket to Compounding Rewards 💰💪

Here’s how to play it smart, maximize YOUR rewards & get fit along the way 🧵👇