SOLIS Report

1/29/2026 — 2/12/2026

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4
Narratives
3
Anomalies
56
Repos
7
Ideas

Narratives

Meme-Centric DEX Dominance

Growing

Trading volume is aggressively shifting towards specialized DEXs optimized for memecoin launches and high-frequency speculation, overtaking traditional AMM leaders. This indicates a sustained user preference for risk-on assets and launchpad-style liquidity.

↑AcceleratingConfidence: 92%

Leading

  • - orca-so/whirlpools active development (2 commits) maintaining core liquidity infrastructure
  • - Ellipsis-Labs/phoenix-sdk updates (1 commit) supporting order-book efficiency

Coincident

  • - PumpSwap records $1.01B volume (Z-Score 4.14) with 33.75% growth
  • - HumidiFi records $1.01B volume (Z-Score 4.16), signaling massive aggregator usage
  • - BisonFi volume up 14.15% to $369M

Confirming

  • - BUTTCOIN price up 221% (14d)
  • - WAR price up 194% (14d)
  • - PIPPIN price up 28% (14d) with $58M volume
$BUTTCOIN$WAR$PIPPIN$FARTCOINPumpSwapHumidiFiBisonFi

Helium DePIN Oracle Expansion

Emerging

Developer focus is intensifying on Helium's oracle infrastructure, suggesting a push to improve data reliability for decentralized physical infrastructure networks. This aligns with broader market gains in infrastructure-related tokens.

↑AcceleratingConfidence: 85%

Leading

  • - helium/oracles leads all Solana repos with +13 commits
  • - helium/helium-program-library shows +1 commit
  • - switchboard-xyz/switchboard active (+1 commit) supporting oracle feeds

Coincident

  • - Helium program ranks in top onchain transaction counts
  • - High transaction volume indicates active network usage

Confirming

  • - POKT (Pocket Network) price up 36.8% (14d)
  • - WMTX price up 22.8% (14d)
$POKT$WMTXHeliumSwitchboard

Stablecoin Flight to Safety

Emerging

Despite a significant drop in total TVL (-$1.9B), net stablecoin inflows remain strongly positive (+$132M). This suggests a market rotation where capital is exiting volatile positions for stablecoin liquidity, likely awaiting new deployment opportunities.

→StableConfidence: 78%

Leading

  • - Kamino-Finance/klend active (2 commits) supporting lending markets
  • - orca-so/whirlpools active (2 commits) facilitating stable swaps

Coincident

  • - Net stablecoin flow positive at +$132M (Inflows $649M vs Outflows $516M)
  • - Total TVL down significantly (-$1.95B) indicating asset de-risking

Confirming

  • - USYC (Yield-bearing stable) flat price action
  • - SYRUPUSDC present in market data
$USYC$SYRUPUSDCKamino-FinanceOrca DEX

Infrastructure & Tooling Demand

Early

There is sustained development and market interest in the foundational layers of the Solana stack, including RPC providers, wallets, and validator clients. This narrative is supported by price performance in infra tokens and active SDK maintenance.

→StableConfidence: 70%

Leading

  • - helius-labs/helius-sdk active (+2 commits)
  • - jito-foundation/jito-solana active (+1 commit)
  • - solana-labs/solana-program-library stable maintenance

Coincident

  • - Jito Tip Router and Jito Stake Pool show high onchain activity
  • - Helius SDK usage implied by onchain data complexity

Confirming

  • - C98 (Coin98 - Wallet/Infra) price up 40.3% (14d)
  • - ARC price up 37.3% (14d)
$C98$ARCJitoHelius

Build Ideas

Meme-Launch Safety Scanner

beginner

A real-time bot that monitors new token launches on specialized DEXs, analyzing mint authority, freeze authority, and initial liquidity concentration to instantly flag potential rug pulls for traders.

Why now: With trading volume aggressively shifting to memecoin launches, the risk of scams is at an all-time high. Traders need automated, real-time safety verification tools to navigate this high-risk environment.
2-3 days|TypeScript, Helius Webhooks, Metaplex JS SDK, Discord/Telegram Bot API

Low-Cap Liquidity Aggregator

intermediate

A specialized DEX aggregator that optimizes order routing specifically for illiquid memecoins across PumpSwap, Raydium, and Orca to minimize slippage during high-frequency speculative trading.

Why now: As specialized DEXs overtake traditional AMMs, liquidity is becoming fragmented. Existing aggregators focus on blue chips; there is a gap for tools optimizing execution for low-cap, high-volatility assets.
2-4 weeks|Rust, Jupiter Aggregator API, Orca Whirlpools SDK, Phoenix SDK

DePIN Sensor Data Verification Feed

intermediate

A protocol that ingests raw data from Helium oracles, runs consensus checks to verify data integrity (e.g., temperature or location accuracy), and outputs a 'verified' data feed for smart contract consumption.

Why now: Developer focus is intensifying on oracle infrastructure reliability. There is a lack of middleware that validates raw physical data before it hits on-chain contracts, which is critical for DePIN adoption.
2-4 weeks|Python, Switchboard V3, Helium Program Library, Anchor Framework

Auto-Stable Yield Allocator

beginner

A smart contract vault that automatically moves user stablecoins between Kamino, Marginfi, and Solend to capture the highest available risk-free yield, capitalizing on the current net inflows of stable capital.

Why now: Despite a drop in total TVL, net stablecoin inflows are strongly positive. Users are parking capital in stables and need automated tools to maximize yield while they wait for new volatile opportunities.
2-3 days|TypeScript, Anchor Framework, Kamino SDK, Jupiter SDK

Stable-to-Volatile Trigger Vault

intermediate

A vault that holds stablecoins and executes pre-defined buy orders for blue-chip assets (SOL, BTC) when specific technical indicators or price thresholds are met, automating the rotation back into risk assets.

Why now: The market is in a 'rotation' phase where capital is in stables awaiting deployment. A tool that automates the entry back into the market based on data triggers solves the timing anxiety for traders.
2-4 weeks|Rust, Pyth Network, Solana Program Library, Orca SDK

RPC Performance Monitor

beginner

An open-source dashboard that benchmarks latency, uptime, and success rates of various Solana RPC providers (Helius, Triton, QuickNode) to help developers optimize their dApp performance.

Why now: With sustained development interest in the foundational stack, developers need granular, real-time data on RPC reliability to ensure their applications remain responsive as user load increases.
2-3 days|Next.js, Tailwind CSS, Node.js, WebSocket

Sponsored Transaction Relay

advanced

A meta-transaction protocol allowing dApps to pay transaction fees for users (paymaster), abstracting away the need for users to hold SOL to interact with applications.

Why now: Lowering the barrier to entry is critical for the next wave of adoption. As infra tooling matures, implementing gasless transactions is the logical next step to improve UX for non-crypto native users.
1-3 months|Rust, Solana Transaction Versioning (v0), Relayer Infrastructure, Keypair Management

Data Sources

SourceLayerData Points
GitHub APILEADING56
DeFi LlamaCOINCIDENT252
HeliusCOINCIDENT18
CoinGeckoCONFIRMING200
LLM: z-ai/glm-4.7 | Cost: $0.0144 | Duration: 131.1s