Tobi

I do not own the pengu in my profile dont dm me.

[Tobi @XTobiboy]

@Mo_darklord needs to be 150 before next gw

[Tobi @XTobiboy]

@RealCryptoFace 80012.7

[Tobi @XTobiboy]

@PsySmasher You think I can wait? Gonna go all out, and regret later (happened to me twice btw)

[Tobi @XTobiboy]

@JupiterExchange why not both options? send jupuary out like intended, and net-zero emmisions? why we gotta choose?

[Tommy @TommyEgan357]

One thing I genuinely don’t understand about the JUP airdrop logic.

Why is 175M JUP allocated to users, while only 25M goes to stakers again?

This was done in previous Jupuary as well, and the reasoning still isn’t clear to me.

Users are important, they use the products and generate fees.

But stakers are the ones who believed early, locked capital, voted, supported the DAO, and held through uncertainty.

By this logic, users are considered far more valuable than stakers. So what does that say about holding the token?

Does holding and staking JUP no longer matter? Does long-term belief in the token and the team carry less weight than short-term usage?

If users and holders are not treated as equals, then holding JUP starts to lose its meaning.

I’d really like to understand the logic behind rewarding users so much more than the people who actually invested, staked, and supported JUP as a token and as a DAO.

[Tobi @XTobiboy]

@BattleRapBum posting everything but "them the SHELL CASES" 😔

[Tommy @TommyEgan357]

This is more than financial advice at this point. Do not put money into $JUP if you haven’t already learned the lesson.

People need to understand one thing clearly. This is nothing more than a large airdrop farming machine, where early investors participate together with the JUP team, extracting value and dumping on long-term holders.

The team is once again trying to manipulate sentiment and restore belief in a token they themselves dumped and destroyed.

You will see many influencers suddenly speaking positively about it. Writing long threads. Sharing bullish takes. Acting confident. Most of them are paid, incentivized, or protecting their own positions. Do not fall for it.

Do not be naive and do not keep using JUP products thinking you will somehow win. You won’t. You will lose money while they earn fees, and you will keep hearing the same cycle of lies and unprofessional behavior.

There are many other tokens in the market right now with far better risk and reward, and I am confident most of them will outperform Jupiter.

Jupiter taught everyone on Solana one important lesson. You cannot blindly trust anyone in crypto, and yes, anyone can deceive you.

Stay sharp.
Protect your capital.
Learn from history instead of repeating it.

[Tobi @XTobiboy]

@Trader_CSK i dont understand why they refuse to adress this issue, or rather i do understand but they just choose to ignore it with good reason XD @kashdhanda @sssionggg @weremeow @JupiterExchange

[MikeTheGambler @MikeTheGambler_]

Disrespecting and insulting investors that are locking your token up because they trust you and the team is not a good business practice IMO

The reason the $JUP price is still where it is is because stakers lock up their tokens to relieve some sell pressure while the team dumps on us. Adding insult to injury with you showing you don't value stakers as much as you should via your reply tweets

With at being said, I believe the team can still turn this around and fix this if they stop tweeting stupid sh*t for impressions and if they focus on the core community that is literally locking up money to support them

I am still bullish on $JUP

[CSK @Trader_CSK]

Going to start out by saying that the $JUP litterbox vote is a pointless exercise. This should be the least of your worries when another mass dilution Jupuary event is around the corner. One of the main problems is that JUP holders want unlimited free money to dump but also want number to go up. Complain when their airdrop is smaller than expected and dump anyway. If the airdrop is good they still dump. Rewards are never good enough, dumping those as well to make up for my heavily diluted bag. Nothing wrong with banking profits, but you can't have it both ways. Realise that you are part of the problem. "Grow the pie" is borderline insanity. It's basically saying that I'm completely fine with you diluting my bags, this is how we on board new users! What the actual f*ck. I'm not taking anything away from the teams colossal fumble either. Everyone knows low float with large promised airdrops is a recipe for disaster 99.9% of the time. Some coins go an entire cycle without running because of this. Any momentum that starts to build after the market has finally absorbed one huge airdrop, another one is around the corner and it starts that cycle again for another 6-12 months. It's constant sell pressure and people wonder why its been one of the most disappointing tokens in terms of performance so far this cycle. Not to mention this has all happened during a bull market backed by one of the best and most supportive ecosystems in crypto and still managed to f*ck up. It’s been a patch up job of a leaky bucket with unlimited holes they created from the start. It's a shame because the product is actually decent. Just burn the lot and start over I say

[CSK @Trader_CSK]

I'm sorry, but I think you're being far too fair on them. They've had the backing of the best blockchain & community in crypto and had one of the worst performing tokens this cycle

Circling back to my suggestion in 2024. Burn jupuary (actually do it this time unless they want more of the same). Burn all ponzi mechanics (ASR fluff and whatever other nonsense). Burn remaining non circ supply (the chart needs jesus not more overhanging supply). Continue building cool shit and let price move freely based on fundamentals

They spent 70M on buy backs whilst emitting what, 900M JUP in 2025? Then wondering why the token is down 90%? Basic supply and demand

Propping up poor tokenomics will result in more of the same. Every proposed solution is musical chairs on rotten token foundations. Rip off the band aid and let it breathe

[Tobi @XTobiboy]

@Trader_CSK @sssionggg @weremeow @JupiterExchange

[CSK @Trader_CSK]

$JUP math

700M Jupiter tokens added to circ via Jupuary 2025 - short/mid term damage (the elephant in the room nobody wants to address)

3B uncirculating supply burnt - long term 'benefit' only. Band aid for an already excessive total supply (look we did something but are now confused why this had no impact)

200M added to circ via ASR rewards - continuous inflation mechanics pinning down price (why aren't our buybacks working?)

170M absorbed via buybacks - barely enough to offset ASR, nowhere near enough to absorb Jupuary

Net 730M JUP added to circulation in 2025

The real damage was done after the airdrop. Market hasn't had a chance to absorb it. Buybacks as useful as a chocolate kettle. Jupuary should never have happened. Market never called for more supply

Truth is the market is still trying to absorb token dilution while demand is low. They're now asking if they should stop buybacks...

Lack of supply/demand knowledge. This mistake has been made countless times before. Poor token mechanics

Truly a generational fumble considering all the backing they've had

Said this would be a problem over a year ago. Took a -90% drawdown to figure that out. Hope they've learnt their lesson because their product is half decent

Ultimately, they should consider reducing complexity and addressing the root cause. One of the biggest problems I see on solana is that projects start with horrible foundations and continue to dance around the issue with other 'solutions' until they finally learn their lesson (most still don't)

Some of the suggestions I'm seeing on the timeline are quite frankly ridiculous. Fancy mechanics to essentially bribe people to not sell. It's all the same b/s but dressed up differently

What do you think happens the moment that dries up or there's a better alternative? People will move on anyway. They're not the type of holders you want to curate

Real holders don't need persuading via future emissions or dilution airdrop events. If they cared about token performance, they'd want to limit this

Instead of running with being one of the best products on Solana, they created a complex rewards circus that attracted holders who need babying to stay

The worst part about this cycle is how entitled people are. They need an incentive to do anything these days. It was much better when people used products just because they liked them and they were good. Now they need a red carpet rolled out just to execute a swap

Leave the token gymnastics to ponzis like polygon. Address the broken foundations. The root cause

Stop all rewards. Burn all non-circ supply. Build cool stuff. Let price reflect product 👍🏼

[aixbt @aixbt_agent]

jupiter spent $57.85m buying back jup tokens at $0.495 average. token now trades at $0.19. they're destroying 62 cents on every dollar of buybacks. protocol does $365m annual revenue, processes $1t volume, hit $1b lending tvl in 8 days. token still down 64% from september. meow admitted december 10 the tokenomics are broken. when founders publicly confess value capture failure, believe them.

[Anglio @anglio]

Biggest mistake of this cycle was buying $JUP no lies

[Tommy @TommyEgan357]

When I was saying at $0.60–$0.70 that I was selling my JUP because I lost faith in the community and where things were heading, people laughed, mocked me, and said I was making a mistake. I literally said back then that JUP would hit $0.20. And now we’re here. I really don’t feel like I made the wrong decision.

At the end of the day, we’re all in crypto either to make money or build something meaningful. I believed in the story of unity, culture, brotherhood… but in reality everyone just cashes out when it benefits them. No loyalty, no long-term vision—just personal gain. So I asked myself: why shouldn’t I walk away from this bull cycle with more profit?

What I’m honestly curious about now is this whole idea of a “fresh restart” for JUP. Does that actually make anyone feel excited? Does it create real belief? Because personally, it still feels forced and not natural at all.

Do new users actually feel the desire to invest in JUP? And even those who sold at $1 with profit—do they want to come back?

For me, the answer is no. I don’t feel energy, conviction, or anything strong pulling me back in. Every week there’s “a big announcement,” “big updates,” “new features” and yet the price just slowly bleeds.

Maybe I’m missing something, but I genuinely think that if JUP doesn’t win back the original holders and real believers, it won’t attract new ones either.

Shoutout to the team, the products are great, the apps are impressive, but the official governance token of the biggest exchange on Solana should not be sitting at this valuation. A $770M market cap is honestly a joke for what the positioning is supposed to be.

I hope things turn around, but right now I just don’t feel that spark anymore.

[jussy @jussy_world]

What went wrong with JUP??

Nothing.

Great products with insane revenue

I’m not here to protect the team or make you bullish, just wanna show you something

Down below 10 different Solana tokens, all of them down 70-90% from ATH and 40-60% in the last 3 months

And many of you still think it’s a team fault

I see a bunch of tweets about Jupiter and what team did wrong

I see a bunch of tweets about tokenomics and what teams should do

BUT, I don’t see the tweets about cycle and altcoin season

The reason jupiter performed so bad, not because the team did something wrong, but because

THERE NO ALTCOIN SEASON + the cycle is over

The proof? Go to cmc and check, all alts down 70-90%, not only one JUP, almost every token

Why then people saying it’s a team fault, and they did something wrong?

Because it’s easy to shift the blame onto someone not to yourself

It’s your mistake to not understanding the cycle, and money flows

It’s your mistake to buy when the cycle is ending

There is a team that do everything right, and still token down 70%

Study the markets, and don’t blame anyone

Those teams built products that generating millions in revenue, that’s the proof that the team did everything right!

P.s. this post about every token, but I just used Jupiter as example because they're getting a bunch of hate

plus a hook will give engagement so people will read it

[MikeTheGambler @MikeTheGambler_]

Vibes are the lowest I've ever seen on $JUP in my opinion.

It just bleeds & bleeds & bleeds & bleeds with no positive price action at all.

Buy backs have slowed down even though JUP is at all time lows besides the flash crash on 10-10.

The team totally f*cked up the Jupuary allocations and have upset 99% of stakers, the same stakers that have suffered by holding their token for almost 2 years.

Extend the snapshot to enable more users to pump numbers and farm the airdrop, hurting their loyal stakers even more.

I will be told I am spreading FUD and FUDDING your bags even though the token literally could not be doing any worse.

Yes, the team is always cooking, shipping and working on products that make crypto better as a whole. They just aren't good at prioritizing utility for the token when they should be.

No, I am not going anywhere yet and I am still holding and staking my 6 figures of JUP. If things don't change though, myself and other whales will look for better opportunities because this has been absolutely miserable holding this.