SOLIS Report

Mar 17Mar 31, 2026

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11
Narratives
11
Anomalies
100
Repos Tracked
14
Build Ideas

What Changed

New Signals

+AI Agent Tooling & LLM Integration Maturation
+Oracle Infrastructure Stability & Pyth Adoption Plateau

Faded Signals

Cross-Chain Bridge Infrastructure & Interoperability Expansion
Payment Infrastructure & Merchant Adoption Expansion

Narratives

Early2

Distributed Computing & Compute Infrastructure Emergence

Early

Nosana CI infrastructure gaining developer attention (+2 stars, 3.94 z-score) while maintaining baseline commits, indicating growing interest in decentralized compute solutions. This aligns with broader Solana infrastructure diversification beyond traditional DeFi.

AcceleratingConfidence: 65%

Leading

  • - Nosana programs repo gaining stars (+2, 3.94 z-score) despite zero commit activity
  • - Indicates community interest precedes developer contribution phase

Coincident

  • - No significant onchain activity data for Nosana yet
  • - Compute infrastructure still in early adoption phase
$NOSNosana
Timeline →

AI Agent Tooling & LLM Integration Maturation

New
Early

Solana Agent Kit gaining developer attention with AI/LangChain topics, representing emerging narrative around autonomous agents and LLM-native blockchain interactions. This signals early-stage developer experimentation with AI-powered Solana applications.

StableConfidence: 58%

Leading

  • - Solana Agent Kit repo tagged with AI, LangChain, and Solana topics
  • - Represents new developer tooling category for AI-native applications
  • - Baseline activity suggests early exploration phase
Emerging4

Stablecoin Capital Rebalancing & Volatility Hedging

Emerging

Strong net stablecoin inflows of $463M (inflows $823M vs outflows $360M) indicate capital repositioning and hedging activity. This suggests market participants are building cash positions ahead of volatility or preparing for deployment into emerging opportunities.

AcceleratingConfidence: 82%

Coincident

  • - Net stablecoin flow: +$463M
  • - Gross inflows: $823.2M
  • - Gross outflows: $360.2M
$USDC$USDTSanctumMarinade Finance
Timeline →

Core Protocol Infrastructure Refresh & Developer Tooling Standardization

Emerging

Anchor framework gaining stars (+1, 1.84 z-score) while maintaining baseline commits, alongside Solana Foundation SIDs showing modest growth. This reflects ongoing standardization of developer tooling and smart contract frameworks across the ecosystem.

StableConfidence: 79%

Leading

  • - Anchor framework stars increasing (+1, 1.84 z-score)
  • - Solana Foundation SIDs gaining attention (+1 star, 1.84 z-score)
  • - Core repos (solana-labs/solana, SPL) maintaining baseline activity

Coincident

  • - Jupiter, Orca, Raydium, Marginfi, Solend all at baseline 1000 tx/period
  • - Stable onchain activity across core DeFi infrastructure
AnchorSolana Foundation
Timeline →

MEV Infrastructure Contraction & Validator Consolidation

Emerging

Jito's MEV infrastructure is experiencing significant developer activity decline (-85 commits, -9.66 z-score), signaling potential consolidation or strategic pivot. This contrasts with stable validator infrastructure across Anza and Firedancer, suggesting market concentration around fewer MEV solutions.

DeceleratingConfidence: 78%

Leading

  • - Jito Solana repo commits dropped 85 (-9.66 z-score), largest negative anomaly
  • - Jito Stakenet showing modest activity (+9 commits), indicating shift toward staking infrastructure
  • - Validator client repos (Agave, Firedancer) maintaining baseline activity with no acceleration

Coincident

  • - Jito Tip Router maintaining 1000 tx/period (baseline), no volume spike
  • - Jito Stake Pool at baseline 1000 tx/period, suggesting stable but not growing adoption
Jito MEVJito Stake Pool
Timeline →

Oracle Infrastructure Stability & Pyth Adoption Plateau

New
Emerging

Pyth Pull Oracle showing significant activity decline (6 tx/period, -1.81 z-score) compared to baseline, suggesting potential adoption plateau or shift in oracle usage patterns. This may indicate market consolidation around alternative oracle solutions or reduced demand for pull-based pricing.

DeceleratingConfidence: 62%

Coincident

  • - Pyth Pull Oracle: 6 tx/period (z-score -1.81), significantly below baseline 1000 tx
  • - Largest negative onchain anomaly in dataset
  • - Suggests reduced pull oracle usage or migration to alternative solutions
$PYTHPyth Pull Oracle
Timeline →
Growing5

Memecoin Ecosystem Maturation & Retail Participation Surge

Growing

Solana memecoin category at $3.67B market cap (+3.14% delta) with top performers (OSAK +56.6%, UP +49.6%, WOULD +43.6%) showing sustained retail demand. Pump.fun and PumpSwap protocols demonstrating 114% and 109% volume increases, validating memecoin infrastructure maturation.

StableConfidence: 88%

Coincident

  • - Solana Meme category: $3.67B market cap (+3.14%)
  • - pump.fun 24h volume: $92.2M (+114%, z-score 0.65)
  • - PumpSwap 24h volume: $84.8M (+109.8%, z-score 0.56)

Confirming

  • - Multiple memecoins in top 20 performers (OSAK, UP, WOULD, AMIKO, CORN, ARC)
  • - Sustained volume across pump.fun ecosystem
$OSAK$UP$WOULD$AMIKO$CORNpump.funPumpSwap
Timeline →

DEX Volume Concentration & Emerging Venue Competition

Growing

HumidiFi and BisonFi surging with 37.7% and 73% volume increases (3.41 and 3.32 z-scores) while traditional venues (Raydium, Orca) show modest 19-40% gains. New DEX protocols are capturing disproportionate volume share, indicating market fragmentation and venue competition intensification.

StableConfidence: 87%

Coincident

  • - HumidiFi 24h volume: $307.6M (+37.7%, z-score 3.41)
  • - BisonFi 24h volume: $300.4M (+73.1%, z-score 3.32)
  • - Orca DEX: $242.8M (+40.8%, z-score 2.58)
HumidiFiBisonFiOrca DEX
Timeline →

Lending Protocol Consolidation & Stable Onchain Activity

Growing

Marginfi, Solend, and Kamino maintaining consistent 1000 tx/period baseline with no volatility spikes, indicating mature, consolidated lending market. Stable activity across all major lending protocols suggests market equilibrium without new entrants gaining traction.

StableConfidence: 74%

Coincident

  • - Marginfi: 1000 tx/period (z-score 0.52)
  • - Solend: 1000 tx/period (z-score 0.52)
  • - Kamino Finance: baseline activity (implied from no anomalies)
MarginfiSolendKamino Finance
Timeline →

NFT & Gaming Infrastructure Consolidation

Growing

Magic Eden v2 and Tensor maintaining baseline 1000 tx/period activity with no volume anomalies, indicating mature NFT market consolidation. Tensor Swap showing equivalent activity levels, suggesting stable but non-growing NFT trading infrastructure.

StableConfidence: 72%

Coincident

  • - Magic Eden v2: 1000 tx/period (z-score 0.52)
  • - Tensor: 1000 tx/period (z-score 0.52)
  • - Tensor Swap: 1000 tx/period (z-score 0.52)
Magic Eden v2TensorTensor Swap
Timeline →

Validator Client Diversification & Infrastructure Redundancy

Growing

Anza's Pinocchio gaining developer attention (+2 stars, 3.94 z-score) while Firedancer and Agave maintain baseline commits, indicating ecosystem progress toward validator client diversity. This supports Solana's long-term infrastructure resilience strategy.

StableConfidence: 71%

Leading

  • - Anza Pinocchio stars increasing (+2, 3.94 z-score)
  • - Firedancer maintaining baseline commits (no acceleration)
  • - Agave maintaining baseline commits (no acceleration)
FiredancerAgaveAnza
Timeline →

Build Ideas

MEV Transparency Dashboard for Validator Operators

intermediate

Build a real-time dashboard that aggregates MEV extraction data across Jito, Firedancer, and Agave validators, showing comparative metrics like MEV capture rates, validator profitability, and infrastructure costs. This addresses the consolidation risk by giving smaller validators visibility into MEV economics and helping them make informed infrastructure choices.

Why now: Jito's -85 commit decline signals potential consolidation. Validators need transparency tools NOW to evaluate alternatives before being locked into a single MEV solution. The stable activity in Firedancer/Agave creates an opportunity window.
2-4 weeks|Rust (Solana validator RPC integration), Next.js + TailwindCSS (frontend), PostgreSQL (time-series MEV data), Anchor (optional: on-chain data aggregation)

Decentralized CI/CD Pipeline for Solana Programs

advanced

Create a Solana-native CI/CD orchestration layer that leverages Nosana's compute infrastructure to automate program testing, auditing, and deployment. Developers submit build jobs on-chain, Nosana nodes execute them, and results are verified on-chain with cryptographic proofs.

Why now: Nosana gaining +2 stars (3.94 z-score) signals emerging developer interest in decentralized compute. Current CI/CD solutions are centralized; this captures the timing of infrastructure diversification while Nosana adoption is still early.
1-3 months|Rust (Solana program + Nosana integration), Anchor (program framework), Docker (containerized build environments), GitHub Actions (webhook integration), Nosana SDK

AI Agent Trading Bot Framework for Solana DEXs

intermediate

Build an LLM-powered autonomous trading agent framework that uses natural language to define trading strategies, risk parameters, and execution rules on Solana DEXs. Agents can autonomously monitor markets, execute swaps, and rebalance portfolios based on on-chain data and LLM reasoning.

Why now: Solana Agent Kit gaining developer attention with AI/LangChain topics signals early experimentation phase. NOW is the window to establish framework standards before the space becomes crowded. DEX volume concentration (HumidiFi +37.7%, BisonFi +73%) creates demand for sophisticated trading tools.
2-4 weeks|Python (LangChain + OpenAI/Claude API), Rust (Solana program for atomic execution), Solana Agent Kit, Jupiter Aggregator API, FastAPI (agent orchestration)

Cross-DEX Liquidity Aggregator with Dynamic Routing

intermediate

Build an intelligent liquidity aggregator that routes trades across HumidiFi, BisonFi, Raydium, and Orca to minimize slippage and maximize execution quality. Use machine learning to predict optimal routing based on historical volume patterns and real-time market conditions.

Why now: HumidiFi and BisonFi surging with 37.7% and 73% volume increases while traditional venues show modest gains. This fragmentation creates arbitrage and routing optimization opportunities. Traders need tools to navigate the new venue landscape NOW.
2-4 weeks|Rust (Solana program for atomic swaps), Python (ML routing optimization), Jupiter SDK (baseline routing), Anchor (program framework), Redis (real-time market data cache)

Stablecoin Yield Farming Optimizer

intermediate

Create an automated portfolio manager that deploys stablecoin inflows ($463M net inflows detected) across Sanctum, Marinade, and other yield protocols to maximize risk-adjusted returns. Includes dynamic rebalancing based on protocol risk metrics and yield curve analysis.

Why now: $463M net stablecoin inflows indicate capital repositioning. Investors are building cash positions but need yield solutions to avoid opportunity cost. This tool captures the timing of capital deployment readiness.
2-4 weeks|Rust (Solana program for atomic deposits), Anchor (program framework), Python (yield optimization algorithm), Sanctum SDK, Marinade SDK

Memecoin Launchpad with Embedded Risk Analytics

intermediate

Build a memecoin launchpad (similar to pump.fun) but with integrated risk scoring, holder distribution analysis, and rug-pull detection. Provide retail investors with transparent metrics before buying, reducing information asymmetry in the memecoin market.

Why now: Memecoin category at $3.67B market cap with pump.fun and PumpSwap showing 114% and 109% volume increases. Infrastructure is maturing but lacks risk transparency. Retail participation surge creates demand for safer entry points NOW.
2-4 weeks|Rust (Solana program for token creation), Anchor (program framework), Next.js + TailwindCSS (frontend), Python (risk analytics engine), PostgreSQL (holder tracking)

Anchor Framework Plugin Marketplace

beginner

Create a curated marketplace for Anchor framework plugins and macros that standardize common patterns (access control, state management, error handling). Developers can discover, install, and contribute reusable components, accelerating program development.

Why now: Anchor gaining +1 star (1.84 z-score) signals growing standardization interest. Developer tooling is consolidating around Anchor NOW. A plugin marketplace captures this momentum and reduces friction for new developers.
2-3 days|Rust (plugin system), Next.js (marketplace frontend), GitHub API (plugin discovery), npm/crates.io (package distribution)

Lending Protocol Risk Aggregator & Liquidation Monitor

beginner

Build a real-time monitoring dashboard that tracks liquidation risk across Marginfi, Solend, and Kamino. Provide early warnings for positions approaching liquidation and suggest rebalancing actions. Include historical liquidation data and protocol-specific risk metrics.

Why now: Lending protocols at 1000 tx/period baseline indicate market maturity. Consolidation creates opportunity for risk aggregation tools. Users need cross-protocol visibility NOW as lending activity stabilizes.
2-3 days|Python (data aggregation), Next.js + TailwindCSS (frontend), PostgreSQL (historical data), WebSocket (real-time updates), Marginfi/Solend/Kamino SDKs

NFT Rarity Scoring Engine with Cross-Marketplace Arbitrage Detection

intermediate

Build an on-chain rarity scoring system for Solana NFTs that aggregates trait data across Magic Eden and Tensor. Automatically detect arbitrage opportunities when the same NFT is mispriced across marketplaces, enabling traders to capture spreads.

Why now: Magic Eden and Tensor maintaining 1000 tx/period baseline indicates mature consolidation. Cross-marketplace arbitrage opportunities exist but require sophisticated tooling. NOW is the time to build infrastructure for the consolidated market.
2-4 weeks|Rust (Solana program for rarity computation), Python (arbitrage detection algorithm), Next.js (frontend dashboard), Magic Eden API, Tensor API, PostgreSQL (trait database)

Validator Client Benchmarking & Selection Tool

intermediate

Create a benchmarking framework that compares Firedancer, Agave, and Pinocchio across metrics like slot production time, transaction throughput, and resource efficiency. Help operators select the optimal client for their hardware and use case.

Why now: Pinocchio gaining +2 stars (3.94 z-score) signals growing validator client diversity. Operators need objective comparison tools NOW to make informed client selection decisions as alternatives mature.
2-4 weeks|Rust (benchmark harness), Python (statistical analysis), Next.js (results dashboard), Docker (isolated test environments), Prometheus (metrics collection)

Oracle Fallback & Redundancy Protocol

intermediate

Build a smart contract framework that aggregates price feeds from multiple oracle sources (Pyth, Switchboard, custom feeds) with automatic fallback logic. If Pyth Pull Oracle activity continues declining, protocols need resilient alternatives.

Why now: Pyth Pull Oracle showing -1.81 z-score decline signals adoption plateau. Protocols currently dependent on Pyth need redundancy solutions NOW before potential service disruptions. This addresses infrastructure fragility.
2-4 weeks|Rust (Solana program for oracle aggregation), Anchor (program framework), Pyth SDK, Switchboard SDK, Python (price feed validation)

MEV-Resistant DEX Routing Engine

advanced

Build a DEX router that minimizes MEV exposure by using private mempools, batch auctions, or threshold encryption. Route trades through MEV-resistant venues (HumidiFi, BisonFi) when available, protecting retail traders from sandwich attacks.

Why now: Jito's -85 commit decline suggests MEV infrastructure consolidation risk. As MEV solutions consolidate, retail traders need protection mechanisms. Emerging DEX venues (HumidiFi +37.7%, BisonFi +73%) create opportunities for MEV-resistant routing NOW.
1-3 months|Rust (Solana program for MEV-resistant execution), Anchor (program framework), Threshold encryption library, Jupiter SDK (baseline routing), Python (MEV detection)

Compute-as-a-Service Marketplace for Solana Programs

advanced

Create a marketplace where developers can monetize compute-intensive tasks (data processing, ML inference, simulations) by deploying them to Nosana's distributed network. Buyers submit jobs on-chain, Nosana nodes execute them, and results are verified with cryptographic proofs.

Why now: Nosana gaining developer attention (+2 stars, 3.94 z-score) signals emerging interest in decentralized compute. NOW is the window to establish marketplace standards before competitors enter. Infrastructure diversification trend supports this timing.
1-3 months|Rust (Solana program for job orchestration), Anchor (program framework), Nosana SDK, Next.js (marketplace frontend), Python (job validation)

LLM-Powered Smart Contract Auditor Agent

intermediate

Build an autonomous AI agent that analyzes Solana smart contracts for security vulnerabilities, gas inefficiencies, and best practice violations. Uses LLMs to understand code intent and generate human-readable audit reports with remediation suggestions.

Why now: Solana Agent Kit gaining developer attention with AI/LangChain topics. Smart contract security is critical as ecosystem matures. LLM capabilities are NOW mature enough to automate initial audit passes, reducing friction for developers.
2-4 weeks|Python (LangChain + Claude/GPT-4), Rust (static analysis), Solana Agent Kit, Next.js (report dashboard), GitHub API (code integration)

Data Sources

GitHub API
Leading100 pts
DeFi Llama
Coincident256 pts
Helius
Coincident18 pts
CoinGecko
Confirming200 pts
LLM: anthropic/claude-haiku-4.5|Cost: $0.0470|Duration: 76.1s