This Week in Solana - July 21-27th 2025 - M2 hits ATH. Are we fueling up?
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Are markets prepping to rip? Global M2 money supply just hit an ATH and you can sense the froth in the air. Has your friend or Uber driver asked you if $XRP is a good buy here? After the previous week’s massive gains, we saw things cool off a bit, but are looking good again. Everything feels like it's ready to blow up and we all anxiously await an alt season. The market absorbed $8 Billion worth of BTC getting sold by Galaxy and Bitcoin only dropped about $5000, but is already recovering well.
BTC/SOL/ETH Price Movement on the Week
Sol - Up 4.35%
Eth - Up 2.76%
BTC - Up 1%
Total Crypto Market Cap - Up 1.49% to 3.8T…getting close to 4 Trillion.
Solana is looking to further raise their block capacity from 60M to 100M CUs under SIMD-0286, a 66% increase. They increased capacity 20% this week, from 48 to 60M. According to @anza_xyz, the upgrade could be implemented ASAP to get up to 100M.
Jito (@jito_sol) introduced BAM: The Block Assembly Marketplace. With the programmable blockspace capabilities offered by BAM, the Solana ecosystem is poised to take its next step towards becoming the decentralized NASDAQ. What does BAM do?
• Extraction becomes value creation
• Encrypted, yet fully auditable transactions
• Institutional-grade execution guarantees
• Apps control their transaction sequencing
• Oracles update instantly when needed
• Cancel orders without spamming the network
• Value flows to builders, not extractors
• JIP to direct all Jito fees (BAM & Block Engine) to DAO Treasury
• Protocol value accrues to token holders
Read more - https://bam.dev/blog/introducing-bam/
$SOL temporarily passed $BNB in marketcap once $SOL hit $200, but is back to being 10.5B under BNB as they fight for the #5-6 spots or 4-5 if you take out Tether. For reasons unknown to anyone but reddit users, tiktokers and uber drivers, XRP rocketed to a 189B marketcap.
Bonk Fun (@bonk_fun) keeps ripping against Pump. They announced that 1% of their total revenue will be redirected from the marketing fund to buy back top trading pairs within the ecosystem.
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500,000,000,000 $BONK was burned based on fees generated
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They currently have an 81.2% market share/ Pump 14%
Defi Tuna (@DeFiTuna) had an active week. They launched a pre-sale for $TUNA with Metaplex (@metaplex) that sold out in under 4 mins!
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Everyone who participated in the pre-sale or qualified for an airdrop allocation can see their allocation staked on the site(https://defituna.com/staking). If you are getting tokens from the TGE, they’ve been prestaked for you. On July 28th users will have the choice to unstake their tokens. The token isn’t tradeable yet, but it looks like the token address is TUNAfXDZEdQizTMTh3uEvNvYqJmqFHZbEJt8joP4cyx. Be careful not to trade for fake tokens on TGE, which is currently scheduled for the 30th(Weds).
Orca (@orca_so) looks to be putting out their own token launchpad soon to combat issues everyone is sick of. Can they take over market share? They’ve asked what if, launches weren’t botted, memes weren’t farmed and winners weren’t pre-picked? Orca is coming out swinging against the current launchpads today that bundle txs, obfuscate buys, preload bot scripts and simulate demand. It’s not a launch. It’s a joke, and the punchline is always the same: you lose. Tentative release range is end of July/early August.
Pump.Fun (@pumpdotfun) announced the airdrop date of their token…. Just kidding. They said it's not happening soon, gave no real updates to anyone and @a1lon9 decided to go on a podcast with @notthreadguy and disappoint everyone. Full interview - https://www.youtube.com/watch?v=BiU4ppg6Bag
@MeteoraAG announced DLMM with up to 1,400 bins will be coming soon to allow for much wider ranges. Previously if you went above 69 bins, it would split it into multiple positions.
Kamino (@KaminoFinance) Introduced 4 new features to Kamino Earn.
• Vault Share Price - Similar to NAV (Net Asset Value) in traditional managed funds, Vault Share Price reflects the performance of a vault over time
• Interest Generated - Each Earn Vault tracks the cumulative interest earned across all users in the vault, offering a clear view of realized performance
• Reallocation Volume - A quantifiable way of measuring strategy activity. This tracks how much funds a vault strategy moves across markets, automatically optimizing risk-adjusted yields
• Reallocation Transactions - Shows every reallocation transaction made in the vault. With each transaction, funds are moved between lending markets, reacting to changing rates, liquidity, or utilization caps
Huma (@humafinance) is partnering with @superstatefunds to optimize its liquid asset strategy with USTB & USCC on @solana. Superstate’s expansion to @solana provides additional access to regulated, yield-bearing assets. Teams turn to $USTB & $USCC for On-chain composability, Institutional-grade compliance and Transparent NAV + daily liquidity.
I’d missed the announcement last month, but as a Dad, I think this is a strong play by Helium (@helium_mobile) The Sprout plan, their phone plan meant for kids.
- 3GB of data + unlimited talk & text
- Parents manage the account & usage directly from their own App.
- For added safety, we never ask kids’ accounts to share location data
Defi Carrot (@DeFiCarrot) announced looping of their $CRT token. Ultra-low borrow costs + real-time auto-optimization for max net APY. One-click, flash-loan powered loop—no manual juggling. Check it out - Defi Carrot
Sanctum (@sanctumso) just released Gateway. It’s a transaction control center that gives teams control over Solana transaction execution.
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Optimize - their API turns raw payloads into ready-to-send transactions.
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Delivery - Routed transactions to the network through multiple channels, including RPCs, Triton Cascade, Paladin, Jito Bundles, and more, significantly increasing the likelihood of your transactions landing on the network.
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Gateway simplifies complex priority fees and Jito tips, allowing dynamic, code-free configuration, and can even refund Jito tips if your transaction is processed via RPC.
Ranger Finance (@ranger_finance) has been picking up steam as a perps (looks very much like hyper liquid) and spot dex and is running a points campaign. One of their charts I enjoy viewing to get an idea of the market is their liquidations page (https://www.app.ranger.finance/liquidation). You can trade tons of perps and even $SOL at 100x, so be mindful of your leverage.
Anza (@anza_xyz) released Agave v2.3 Key updates in it include: New TPU Client tpu-client-next - Optimizations to AccountsDB with reductions in disk I/O usage. Leader schedule now keyed by validator vote accounts - Slashable event verification
Greedy scheduler is enabled by default - Snapshot enhancements
Upgrades to gossip - Faster epoch transitions
Get fully techy here - https://www.helius.dev/blog/agave-v23-update--all-you-need-to-know
Ledger (@ledger) released their Ledger Recovery Key, their new private backup card to restore access to your assets. They come free with new purchases of stax and flex, but if you already own one of those, you can go claim one for free. They are just charging shipping (under $10 to the USA).
Buy one - https://shop.ledger.com/products/ledger-recovery-key
Claim a free one - https://shop.ledger.com/pages/ledger-recovery-key-redeem-campaign
$DEFI Token on Orca - DTS launched a token on@orca_so Wavebreak. Any trading fees will go to supporting creating content on X, our website and soon to be youtube channel. Hopefully one day it can help get to events.
https://www.orca.so/tokens/CHBJAkr2LNSAyf4gibMrBCTxGUN5XsV9idCJYu1Twave
Referral Codes + Bonuses for you + DTS
Perena - referral code - GPZQDB
SNS - .sol Domains
Grass - Earn $GRASS while supplying unused bandwidth
HUMA finance - Earn feathers and swap USDC for their stable coin for 10% APY
KAST card - https://kastfinance.app.link/8PSL074Q
Loopscale - https://loop.sl/i/7sTyK
Kraken - Code: jqspwwz3 - Link: https://krakenpro.onelink.me/9f1e/oukrgbvf
Lulo: https://app.lulo.fi/ref?code=3WXXXD
Hylo - https://hylo.so - refcode: 944L2M