The solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL thesis is not a return to peak tip revenue.
It is a bet that @jtx_trade moves @jito_sol from powering Solana’s backend toward owning a major front end for its highest-value flow.
Jito has been willing to sacrifice near-term tip revenue to improve Solana’s market structure and strengthen the network’s long-term growth.
Pair that with a best-in-class team, clear value accrual through buybacks, and a focus on the RWA endgame as more tokenized equities come to market on @solana, and I think this is a very asymmetric setup.
The scenarios below show how Solana DEX growth, JTX market share and take rates shape the upside.
Key integrations include: @PhoenixTrade@dflow@world_xyz
cc: @blknoiz06@toly@KyleSamani
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