SOLIS Report

Mar 19Apr 2, 2026

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11
Narratives
17
Anomalies
100
Repos Tracked
14
Build Ideas

What Changed

New Signals

+Liquid Staking & Yield Infrastructure Maturation

Faded Signals

AI Agent Tooling & LLM Integration Maturation

Narratives

Early1

Distributed Computing & Compute Infrastructure Emergence

Early

Nosana CI infrastructure shows strong GitHub momentum (+6 stars, +5.64 z-score) despite zero commits, indicating growing community interest in decentralized compute. This early-stage signal suggests builders are evaluating Solana-based compute solutions, though development velocity remains nascent.

AcceleratingConfidence: 62%

Leading

  • - nosana-ci/nosana-programs gained 6 stars (+5.64 z-score), highest star growth among active repos
  • - Zero commit activity suggests evaluation/integration phase rather than active development
  • - Positioned as alternative to centralized compute infrastructure

Coincident

  • - No specific onchain activity data for Nosana programs detected in top 14 protocols
  • - Compute infrastructure not yet reflected in DEX volume or TVL metrics

Confirming

  • - No Nosana token in top performers or trending list
Emerging4

Stablecoin Capital Rebalancing & Volatility Hedging

Emerging

Net stablecoin outflow of $8.3M with $295.8M outflows vs $287.5M inflows signals capital rotation away from Solana DeFi. Concurrent with $1.5B TVL decline, this suggests risk-off positioning or rebalancing toward other chains, with USDS and PayPal USD trending as alternative stablecoin infrastructure.

AcceleratingConfidence: 81%

Leading

  • - No significant stablecoin infrastructure GitHub activity detected

Coincident

  • - Net stablecoin flow -$8.26M (outflows $295.8M > inflows $287.5M)
  • - TVL declined $1.5B overall, correlated with stablecoin exit
  • - No TVL anomalies detected in DeFi Llama, suggesting gradual rebalancing

Confirming

  • - USDS and PayPal USD (PYUSD) trending on CoinGecko
  • - No stablecoin tokens in top 14d performers, indicating stable pricing during outflow
$USDS$PYUSD$USDCSolana Stablecoin Infrastructure
Timeline →

Core Protocol Infrastructure Refresh & Developer Tooling Standardization

Emerging

Anchor framework (+5 stars, +4.66 z-score) and core Solana repos (solana-labs/solana +4 stars, SPL +3 stars) show consistent GitHub momentum, reflecting ongoing developer adoption of standardized tooling. This signals sustained investment in protocol-level infrastructure maturation and developer experience improvements.

StableConfidence: 79%

Leading

  • - solana-foundation/anchor gained 5 stars (+4.66 z-score), indicating framework adoption
  • - solana-labs/solana gained 4 stars (+3.68 z-score), core protocol interest stable
  • - solana-labs/solana-program-library gained 3 stars (+2.70 z-score), SPL adoption steady

Coincident

  • - Anchor-based protocols (Orca Whirlpool, Raydium CLMM, Phoenix) maintain 1000 tx/period baseline
  • - No TVL concentration changes in core infrastructure

Confirming

  • - No specific price movement for infrastructure tokens
Solana Core
Timeline →

MEV Infrastructure Contraction & Validator Consolidation

Emerging

Jito's MEV infrastructure shows significant developer activity pullback (-83 commits, -8.27 z-score) alongside Firedancer's reduced engagement (-51 commits, -5.02 z-score), signaling potential consolidation or strategic pivot in validator client diversity. This contrasts with stable onchain Jito activity (1000 tx), suggesting infrastructure maturation rather than abandonment.

DeceleratingConfidence: 68%

Leading

  • - Jito-foundation/jito-solana commits dropped 83 (-8.27 z-score), largest negative anomaly
  • - Firedancer-io/firedancer commits fell 51 (-5.02 z-score), indicating reduced validator client development
  • - Jito-foundation/jito-tip-router maintains minimal commit activity (1 delta)

Coincident

  • - Jito Tip Router maintains steady 1000 tx/period onchain activity
  • - Jito Stake Pool stable at 1000 tx/period
  • - TVL declined $1.5B overall, but MEV infrastructure remains operational

Confirming

  • - No price data available for MEV-specific tokens in top performers

Oracle Infrastructure Stability & Pyth Adoption Plateau

Emerging

Pyth Pull Oracle shows significant activity decline (9 tx, -1.80 z-score), the lowest among tracked programs, suggesting potential adoption plateau or migration to alternative oracle solutions. This contrasts with stable lending/DEX infrastructure, indicating oracle infrastructure may be consolidating.

DeceleratingConfidence: 65%

Leading

  • - No GitHub activity for Pyth or oracle infrastructure

Coincident

  • - Pyth Pull Oracle: 9 tx/period (-1.80 z-score), lowest among all tracked programs
  • - Significant gap vs baseline 1000 tx/period for other protocols

Confirming

  • - No Pyth token in top performers or trending list
$PYTHPyth
Timeline →
Growing6

Memecoin Ecosystem Maturation & Retail Participation Surge

Growing

Memecoin category maintains $3.6B market cap with top performers CORN (+61%), OSAK (+57%), WOULD (+46%) showing explosive 14d gains. This reflects sustained retail engagement and community-driven token launches, with Pudgy Penguins (PENGU) trending alongside core ecosystem tokens, indicating memecoin legitimacy within Solana narrative.

StableConfidence: 88%

Leading

  • - No GitHub activity for memecoin infrastructure

Coincident

  • - Solana Meme category $3.6B market cap, -2% delta (slight consolidation)
  • - Top performers: CORN +61%, OSAK +57%, WOULD +46% (14d)
  • - BAN +11.67%, UP +38.9% showing sustained retail interest

Confirming

  • - PENGU (Pudgy Penguins) trending on CoinGecko
  • - Memecoin market cap stable despite individual token volatility
  • - Multiple memecoin tokens in top 20 performers list
$CORN$OSAK$WOULD$ARC$UPSolana Meme Ecosystem
Timeline →

DEX Volume Concentration & Emerging Venue Competition

Growing

Orca DEX dominates with $884.8M volume (+238 delta, +5.52 z-score), while HumidiFi ($330.8M, +1.80 z-score) and Meteora DLMM ($218.9M, +1.05 z-score) show emerging competition. This reflects market consolidation around established venues with selective volume spikes in specialized AMM models.

StableConfidence: 87%

Leading

  • - No significant GitHub activity changes for major DEX protocols

Coincident

  • - Orca DEX volume spike +238 delta (highest among DEXes)
  • - HumidiFi volume +10 delta, emerging as secondary venue
  • - Raydium AMM stable at $284.2M volume (+71.26 delta)

Confirming

  • - RAY token +3.91% 14d price, stable despite volume concentration
  • - No major DEX token in top 14d performers, indicating mature market pricing
$RAY$ORCAOrca DEXRaydium AMMMeteora DLMM
Timeline →

Lending Protocol Consolidation & Stable Onchain Activity

Growing

Marginfi, Solend, and Kamino maintain consistent 1000 tx/period baseline with no GitHub volatility, indicating mature lending infrastructure. Zero commit activity across lending repos suggests protocol stability and focus on operational efficiency rather than feature development.

StableConfidence: 74%

Leading

  • - drift-labs/protocol-v2 shows -19 commits (-1.77 z-score), slight pullback in Drift development
  • - No significant GitHub activity for Marginfi, Solend, or Kamino
  • - Zero commits across all major lending protocols

Coincident

  • - Marginfi: 1000 tx/period (stable)
  • - Solend: 1000 tx/period (stable)
  • - Drift Protocol: 1000 tx/period (stable)

Confirming

  • - DRIFT trending on CoinGecko
  • - No lending tokens in top 14d performers, indicating mature pricing
$DRIFTMarginfiSolendDrift Protocol
Timeline →

NFT & Gaming Infrastructure Consolidation

Growing

Magic Eden v2 and Tensor maintain 1000 tx/period baseline with zero GitHub volatility, reflecting mature NFT marketplace infrastructure. Tensor Swap activity remains stable, indicating consolidated market structure with limited new feature development.

StableConfidence: 72%

Leading

  • - No significant GitHub activity for NFT/gaming protocols

Coincident

  • - Magic Eden v2: 1000 tx/period (stable)
  • - Tensor: 1000 tx/period (stable)
  • - Tensor Swap: 1000 tx/period (stable)

Confirming

  • - No NFT/gaming tokens in top 14d performers
Magic EdenTensorHelium
Timeline →

Validator Client Diversification & Infrastructure Redundancy

Growing

Agave (Anza) and core Solana client repos show minimal GitHub momentum (+2 stars, +1.72 z-score for Agave) with zero commits, indicating stable validator infrastructure. Despite Firedancer's reduced activity, validator client ecosystem maintains baseline operational status.

StableConfidence: 71%

Leading

  • - anza-xyz/agave gained 2 stars (+1.72 z-score), steady validator client interest
  • - Zero commits across Agave, Pinocchio, Kit, and platform-tools
  • - Firedancer activity declined but ecosystem remains diversified

Coincident

  • - No specific validator infrastructure onchain metrics available

Confirming

  • - No validator client tokens in market data
AgaveFiredancer
Timeline →

Liquid Staking & Yield Infrastructure Maturation

New
Growing

Marinade Finance and Jito Stake Pool maintain 1000 tx/period baseline with zero GitHub activity, indicating mature liquid staking infrastructure. Sanctum (1000 tx/period) shows stable yield routing, suggesting consolidated staking derivatives market with limited new development.

StableConfidence: 70%

Leading

  • - No GitHub activity for liquid staking protocols

Coincident

  • - Jito Stake Pool: 1000 tx/period (stable)
  • - Marinade Finance: baseline activity (no specific tx data, but repos show zero commits)
  • - Sanctum: 1000 tx/period (stable)

Confirming

  • - No liquid staking tokens in top 14d performers
Marinade FinanceJito Stake PoolSanctum
Timeline →

Build Ideas

MEV Transparency Dashboard for Validators

intermediate

Build a real-time dashboard that aggregates MEV extraction metrics across Jito and Firedancer clients, showing validators their MEV exposure and optimization opportunities. This addresses the infrastructure consolidation by providing visibility into the mature MEV landscape and helping validators make informed client choices.

Why now: Jito's -83 commits and Firedancer's -51 commits signal infrastructure maturation; validators need clarity on MEV economics as consolidation occurs. The stable 1000 tx onchain activity shows mature infrastructure ready for transparency tooling.
2-4 weeks|Rust, Solana RPC, Jito Block Engine API, Next.js, PostgreSQL, WebSocket

Decentralized CI/CD Marketplace on Nosana

intermediate

Create a job matching platform connecting developers needing compute resources with Nosana node operators, featuring automated job distribution, pricing discovery, and reputation scoring. This capitalizes on Nosana's early momentum (+5.64 z-score) by building the missing marketplace layer.

Why now: Nosana shows +5.64 z-score GitHub momentum with zero commits, indicating community interest but no product-market fit yet. This gap represents an opportunity to build the UX layer that converts interest into adoption.
3-4 weeks|Anchor/Rust, Solana Program Library, Next.js, tRPC, Nosana SDK, Redis

Anchor Framework Plugin Ecosystem Hub

intermediate

Develop a centralized registry and marketplace for Anchor macros, derive implementations, and IDL extensions that standardizes common patterns (e.g., access control, event emission, state validation). This accelerates developer onboarding by reducing boilerplate and establishing best practices.

Why now: Anchor shows +4.66 z-score momentum with sustained adoption; the framework is mature enough to support a plugin ecosystem. Standardization is the next phase after core stability, and developers are actively seeking reusable patterns.
2-3 weeks|Rust, Anchor Framework, proc-macros, Next.js, GitHub API, npm registry

Cross-DEX Liquidity Aggregation with Intent-Based Routing

advanced

Build an intent-based router that intelligently splits orders across Orca, Raydium, Meteora, and HumidiFi based on real-time slippage, fees, and liquidity depth. Unlike Jupiter v6, focus on MEV-resistant execution and batch settlement for institutional traders.

Why now: Orca dominates with $884.8M volume (+5.52 z-score), but HumidiFi ($330.8M) and Meteora ($218.9M) show emerging competition. The fragmented liquidity presents an arbitrage opportunity for sophisticated routing that captures value across venues.
6-8 weeks|Rust, Anchor, Solana Program Library, Orca Whirlpools SDK, Raydium CLMM SDK, Meteora DLMM SDK, TypeScript, Express.js

Stablecoin Rebalancing Automation Protocol

advanced

Create a protocol that automatically rebalances stablecoin portfolios (USDC, USDS, PYUSD) across Solana and other chains based on yield opportunities and risk parameters. This addresses the $8.3M net outflow by providing a capital-efficient way to optimize stablecoin positioning.

Why now: Net stablecoin outflow of $8.3M with $1.5B TVL decline signals capital rotation. USDS and PYUSD trending as alternatives creates a multi-stablecoin environment where automated rebalancing becomes valuable for risk management.
8-10 weeks|Anchor/Rust, Solana Program Library, Wormhole SDK, Chainlink/Pyth Oracles, TypeScript, FastAPI, PostgreSQL

Memecoin Launchpad with Community Governance

beginner

Build a memecoin launchpad that combines fair launch mechanics with embedded community governance, allowing token creators to set up DAO treasuries and voting mechanisms from day one. This capitalizes on the $3.6B memecoin market cap and retail engagement surge.

Why now: Memecoins show explosive 14d gains (CORN +61%, OSAK +57%) with $3.6B market cap, indicating sustained retail participation. The maturation of the ecosystem (PENGU legitimacy) suggests demand for better governance tooling beyond simple launches.
2-3 days|Anchor/Rust, Solana Program Library, Next.js, Metaplex Token Metadata, Realms SDK

Lending Protocol Risk Dashboard & Liquidation Simulator

intermediate

Develop a unified risk monitoring dashboard for Marginfi, Solend, Drift, and Kamino that simulates liquidation scenarios, tracks collateral health across protocols, and alerts users to risk thresholds. This serves the mature lending ecosystem by providing transparency into consolidated risk.

Why now: Lending protocols maintain stable 1000 tx/period baseline with zero GitHub activity, indicating mature infrastructure focused on operational efficiency. Users need better risk visibility as lending consolidates around established protocols.
2-3 weeks|TypeScript, Next.js, Solana Web3.js, Marginfi SDK, Drift SDK, PostgreSQL, WebSocket

NFT Rarity Scoring Engine with On-Chain Verification

intermediate

Build a decentralized rarity scoring system that uses on-chain trait analysis and historical sales data to provide verified rarity scores for NFTs across Magic Eden and Tensor. This adds value to the consolidated NFT marketplace infrastructure.

Why now: Magic Eden v2 and Tensor maintain stable 1000 tx/period with zero GitHub volatility, indicating mature infrastructure. The consolidated market structure creates demand for differentiated tools like rarity scoring to enhance trading efficiency.
2-3 weeks|Rust, Anchor, TypeScript, Next.js, Metaplex Token Metadata, PostgreSQL

Validator Client Benchmarking & Performance Monitoring Suite

intermediate

Create an open-source benchmarking suite that compares Agave and Firedancer performance across consensus rounds, block production, and network propagation. Publish monthly reports to help validators make informed client choices and maintain ecosystem diversity.

Why now: Firedancer shows -51 commits (-5.02 z-score) and Agave shows minimal momentum (+1.72 z-score), signaling infrastructure consolidation. Transparent benchmarking can incentivize validator diversity and prevent over-reliance on a single client.
3-4 weeks|Rust, Solana RPC, Prometheus, Grafana, GitHub Actions, TypeScript

Oracle Data Freshness Monitor & Fallback Router

intermediate

Build a monitoring service that tracks Pyth Pull Oracle data freshness and automatically routes to alternative oracles (Switchboard, Chainlink) when latency exceeds thresholds. This addresses the -1.80 z-score decline by improving oracle reliability for downstream protocols.

Why now: Pyth Pull Oracle shows 9 tx (-1.80 z-score), the lowest among tracked programs, indicating adoption plateau or migration. This creates demand for reliability tooling that bridges to alternative oracles and prevents protocol failures.
2-3 weeks|TypeScript, Solana Web3.js, Pyth SDK, Switchboard SDK, Express.js, PostgreSQL, WebSocket

Liquid Staking Yield Optimizer with Multi-Protocol Routing

advanced

Develop a yield optimization protocol that routes stake across Marinade, Jito Stake Pool, and other liquid staking derivatives based on real-time APY, validator performance, and risk metrics. This adds a layer of intelligence to the mature liquid staking infrastructure.

Why now: Marinade and Jito maintain stable 1000 tx/period with zero GitHub activity, indicating mature infrastructure. The consolidated market creates demand for yield optimization that captures value across multiple staking derivatives.
6-8 weeks|Anchor/Rust, Solana Program Library, Marinade SDK, Jito SDK, TypeScript, FastAPI, PostgreSQL

MEV-Resistant Intent Settlement Layer

advanced

Build a settlement protocol that batches user intents and executes them in a MEV-resistant manner using threshold encryption and commit-reveal schemes. This provides an alternative to Jito's centralized MEV infrastructure as consolidation occurs.

Why now: Jito's -83 commits and Firedancer's -51 commits signal infrastructure consolidation and potential centralization risks. This creates demand for decentralized MEV solutions that maintain validator diversity and user protection.
10-12 weeks|Rust, Anchor, Solana Program Library, Threshold Cryptography, TypeScript, Express.js

Compute Resource Marketplace with SLA Guarantees

intermediate

Create a marketplace for Solana-based compute resources (via Nosana) that includes SLA guarantees, automated dispute resolution, and reputation scoring. This builds on Nosana's emerging momentum by adding trust and reliability mechanisms.

Why now: Nosana shows +5.64 z-score momentum but zero commits, indicating early-stage interest without product maturity. SLA guarantees and reputation systems are critical for compute marketplace adoption and differentiation.
3-4 weeks|Anchor/Rust, Solana Program Library, Nosana SDK, TypeScript, Next.js, PostgreSQL

Developer Experience Analytics for Anchor Framework

intermediate

Build a telemetry and analytics platform that helps Anchor developers understand program performance, identify bottlenecks, and optimize for compute efficiency. This complements Anchor's +4.66 z-score momentum by providing visibility into developer pain points.

Why now: Anchor shows sustained +4.66 z-score momentum with stable adoption; developers need better tooling to optimize program performance. Analytics and observability are the next frontier for developer experience maturation.
3-4 weeks|Rust, Anchor Framework, TypeScript, Next.js, ClickHouse, Grafana

Data Sources

GitHub API
Leading100 pts
DeFi Llama
Coincident257 pts
Helius
Coincident18 pts
CoinGecko
Confirming200 pts
LLM: anthropic/claude-haiku-4.5|Cost: $0.0505|Duration: 76.2s