SOLIS Report

Mar 20Apr 3, 2026

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13
Narratives
8
Anomalies
100
Repos Tracked
14
Build Ideas

What Changed

New Signals

+AI Agent Infrastructure Emergence on Solana
+Drift Protocol Momentum & Derivatives Market Expansion

Narratives

Early2

Distributed Computing & Compute Infrastructure Emergence

Early

Nosana CI infrastructure gaining strong GitHub momentum (5.4 z-score stars) with zero commit activity suggests community awareness building ahead of development acceleration. This signals emerging interest in decentralized compute markets on Solana, positioning the ecosystem for compute-intensive workloads and DePIN expansion.

AcceleratingConfidence: 64%

Leading

  • - nosana-programs repo gaining 5 stars (5.4 z-score), highest among non-MEV infrastructure repos
  • - Zero commits but high star velocity indicates community discovery phase before development ramp

Coincident

  • - No dedicated onchain program activity tracked yet for Nosana, indicating pre-launch or early adoption phase
$NOSNosana
Timeline →

AI Agent Infrastructure Emergence on Solana

New
Early

Developer activity around AI-powered agents and autonomous execution is accelerating, with solana-agent-kit gaining significant GitHub traction (3.1 z-score stars). This signals early-stage builder interest in AI/LLM integration with Solana, positioning the ecosystem as a platform for autonomous agent deployment and execution.

AcceleratingConfidence: 58%

Leading

  • - solana-agent-kit repo gaining 3 stars (3.1 z-score) with AI/LangChain/web3js topics indicating active developer interest
  • - Wallet adapter receiving 4 commits, suggesting infrastructure improvements for agent-based interactions

Coincident

  • - No significant onchain volume yet for AI-related programs, indicating pre-mainstream stage
Emerging5

Stablecoin Capital Rebalancing & Volatility Hedging

Emerging

Strong stablecoin inflows of $520M against $75M outflows (net +$444M) indicate capital repositioning into Solana for hedging or deployment. This signals either market uncertainty driving stablecoin accumulation or preparation for major capital deployment into DeFi protocols.

AcceleratingConfidence: 79%

Coincident

  • - Stablecoin net inflow: +$444M (inflows $520M vs outflows $75M)
  • - TVL declining -$1.46B overall while stablecoins accumulate, indicating capital rotation from yield to stability
$USDC$USDT
Timeline →

Core Protocol Infrastructure Refresh & Developer Tooling Standardization

Emerging

Anchor framework and wallet adapter infrastructure receiving consistent attention (2 stars each for Anchor, 4 commits for wallet-adapter) while core Solana labs repos show zero activity. This indicates ecosystem-wide standardization around Anchor/Coral tooling for smart contract development, with infrastructure maturation reducing core protocol churn.

StableConfidence: 76%

Leading

  • - Anchor gaining 2 stars (1.9 z-score) with consistent blockchain/rust/smart-contracts focus
  • - wallet-adapter receiving 4 commits (highest among infrastructure repos) indicating active maintenance
  • - solana-labs/solana showing zero commits, suggesting stable release cycle

Coincident

  • - Jupiter v6, Orca Whirlpool, Raydium CLMM all maintaining 1000 tx baseline, indicating standardized integration patterns

MEV Infrastructure Contraction & Validator Consolidation

Emerging

Jito's MEV infrastructure shows contradictory signals: high star growth (4.3 z-score) but severe commit decline (-9.6 z-score, -80 commits). This suggests architectural maturation or consolidation phase where core development has stabilized but community interest remains high, indicating potential validator client standardization around Jito's MEV solutions.

DeceleratingConfidence: 62%

Leading

  • - jito-solana repo: +4 stars (4.3 z-score) but -80 commits (-9.6 z-score) indicating feature completion and reduced active development
  • - jito-programs and stakenet repos showing zero commit activity, suggesting stable, mature codebase

Coincident

  • - Jito Tip Router and Jito Stake Pool maintaining consistent 1000 tx/period baseline with neutral z-scores
$JTOJito
Timeline →

Oracle Infrastructure Stability & Pyth Adoption Plateau

Emerging

Pyth Pull Oracle showing severe activity decline (9 tx, -1.8 z-score) while maintaining baseline across other protocols indicates oracle infrastructure has reached maturity with stable adoption. This suggests Pyth's pull oracle model may be facing adoption headwinds or market saturation, with users consolidating around existing oracle solutions.

DeceleratingConfidence: 61%

Coincident

  • - Pyth Pull Oracle: 9 tx/period (-1.8 z-score, significantly below baseline)
  • - All other protocols maintaining 1000 tx baseline, indicating Pyth underperformance
$PYTHPyth
Timeline →

Drift Protocol Momentum & Derivatives Market Expansion

New
Emerging

Drift Protocol appearing in trending section alongside strong market interest signals emerging derivatives market activity. While drift-labs/protocol-v2 shows commit decline (-19, -2.2 z-score), the trending status and zero GitHub anomalies suggest market-driven adoption rather than development-driven growth, indicating user-led expansion of leveraged trading infrastructure.

AcceleratingConfidence: 55%

Social

  • - Drift Protocol listed in trending tokens, indicating elevated social/market interest

Leading

  • - drift-labs/protocol-v2 showing -19 commits (-2.2 z-score), indicating reduced active development but stable codebase

Coincident

  • - No dedicated Drift onchain program in top activity list, suggesting either aggregated activity or emerging adoption phase

Confirming

  • - DRIFT token in trending section on CoinGecko
$DRIFTDrift Protocol
Timeline →
Growing6

Memecoin Ecosystem Maturation & Retail Participation Surge

Growing

Memecoin category maintains $3.6B market cap with stable -1.5% delta while individual tokens show explosive growth (CORN +100%, UP +41%, AMIKO +33%). This indicates ecosystem maturation with established floor (BONK, WIF) supporting new entrants, driving sustained retail participation and venue diversification.

StableConfidence: 86%

Coincident

  • - Solana Meme category: $3.6B market cap, -1.5% delta (stable floor)
  • - Top performers: CORN +100% (9.9M volume), UP +41% (7.8M volume), AMIKO +33% (474k volume)

Confirming

  • - CORN: +100% 14d with $9.9M 24h volume (high liquidity)
  • - UP: +41% 14d with $7.8M 24h volume
  • - FIDA: +18.9% 14d with $102M 24h volume (established memecoin)
$CORN$UP$AMIKO$BONK$WIF
Timeline →

DEX Volume Concentration & Emerging Venue Competition

Growing

Orca DEX dominates with $289M 24h volume (4.1 z-score) but shows -67% volume delta, while Tessera V surges +110% despite lower absolute volume. This signals market consolidation around established venues (Orca, Raydium) while new protocols (Tessera V, GoonFi) gain traction, indicating competitive pressure and potential venue rotation.

StableConfidence: 85%

Coincident

  • - Orca DEX: $289M volume, 4.1 z-score but -67% delta (volume contraction)
  • - HumidiFi: $220M volume, 3.0 z-score with -33% delta
  • - Tessera V: $97M volume with +110% delta (emerging competitor)

Confirming

  • - Raydium (RAY): +7.6% 14d price performance with $68M 24h volume
  • - Orca showing volume concentration but delta decline suggests market saturation
$RAY$ORCAOrca DEXRaydium AMMTessera V
Timeline →

Lending Protocol Consolidation & Stable Onchain Activity

Growing

Marginfi, Solend, and lending protocols maintaining consistent 1000 tx/period baseline with neutral z-scores indicates mature, stable lending market. Combined with zero GitHub commits across lending repos, this suggests feature-complete protocols with predictable user behavior and minimal protocol evolution.

StableConfidence: 72%

Leading

  • - marginfi-v2, solend-sdk, klend repos all showing zero commits, indicating stable mature codebases

Coincident

  • - Marginfi: 1000 tx/period (0.52 z-score, neutral)
  • - Solend: 1000 tx/period (0.52 z-score, neutral)
  • - Consistent baseline activity across all lending protocols
$MNGO$SLNDMarginfiSolendKamino
Timeline →

NFT & Gaming Infrastructure Consolidation

Growing

Tensor maintaining consistent 1000 tx/period baseline across both Tensor and Tensor Swap programs indicates mature NFT trading infrastructure. Zero GitHub activity across Magic Eden and Tensor repos suggests feature-complete platforms with stable user bases, signaling market consolidation around established venues.

StableConfidence: 70%

Leading

  • - Magic Eden v2 and Tensor repos showing zero commits, indicating stable mature platforms

Coincident

  • - Tensor: 1000 tx/period (0.52 z-score, neutral)
  • - Tensor Swap: 1000 tx/period (0.52 z-score, neutral)
  • - Magic Eden v2: 1000 tx/period (0.52 z-score, neutral)
$MAGICTensorMagic Eden
Timeline →

Validator Client Diversification & Infrastructure Redundancy

Growing

Firedancer (C-based validator client) gaining 2 stars while Agave and core Solana labs show zero commits indicates ecosystem exploring validator client alternatives. This signals infrastructure redundancy efforts and potential validator client competition, reducing single-point-of-failure risk in Solana's consensus layer.

StableConfidence: 68%

Leading

  • - Firedancer gaining 2 stars (1.9 z-score) with C language focus, indicating alternative validator client interest
  • - Agave and solana-labs/solana showing zero commits, suggesting stable release cycles

Liquid Staking & Yield Infrastructure Maturation

Growing

Sanctum and Jito Stake Pool maintaining consistent 1000 tx/period baseline with neutral z-scores indicates mature liquid staking market. Combined with zero GitHub commits across staking repos, this suggests feature-complete infrastructure with predictable validator economics and stable user participation.

StableConfidence: 68%

Leading

  • - liquid-staking-program and stakenet repos showing zero commits, indicating stable mature codebases

Coincident

  • - Sanctum: 1000 tx/period (0.52 z-score, neutral)
  • - Jito Stake Pool: 1000 tx/period (0.52 z-score, neutral)
$MNDE$JTOMarinadeSanctumJito
Timeline →

Build Ideas

AI Agent Task Marketplace on Solana

intermediate

A decentralized marketplace where users post tasks (data analysis, trading signals, content generation) and AI agents bid to execute them autonomously on-chain. Agents stake SOL as collateral, earn fees on task completion, and build reputation scores. This captures the emerging demand for autonomous execution infrastructure while creating economic incentives for reliable agent behavior.

Why now: solana-agent-kit's 3.1 z-score star growth signals developer readiness for AI integration. The infrastructure is maturing but no marketplace exists to coordinate agent supply/demand. Early movers can capture network effects as agent adoption accelerates.
2-4 weeks|solana-agent-kit, Anchor framework, Rust, OpenAI API, Verifiable Randomness (VRF)

MEV-Aware Agent Execution Layer

advanced

A specialized execution framework for AI agents that integrates with Jito's MEV infrastructure to protect agent transactions from sandwich attacks and optimize execution ordering. Agents can declare execution preferences (speed vs. cost) and the layer routes transactions through Jito bundles or private mempools accordingly.

Why now: Jito's 4.3 z-score star growth + architectural maturation (-9.6 commit z-score) indicates consolidation around MEV solutions. AI agents need MEV protection to be trustworthy; this bridges the gap between agent infrastructure and MEV-aware execution.
1-3 months|solana-agent-kit, Jito Bundles API, Rust, Anchor, Transaction simulation

Decentralized CI/CD Pipeline for Solana Smart Contracts

intermediate

Leverage Nosana's compute infrastructure to build a fully decentralized CI/CD platform for Solana developers. Developers push code to GitHub, Nosana workers run tests, security audits, and benchmarks across a distributed network, with results anchored on-chain. This eliminates centralized CI bottlenecks and creates a market for compute resources.

Why now: Nosana's 5.4 z-score star growth with zero commits indicates community awareness building before development acceleration. Solana developers lack decentralized CI tooling; this captures demand as DePIN infrastructure matures and Nosana's network readies for workload distribution.
3-4 weeks|Nosana CI, Anchor framework, Rust, GitHub Actions API, Docker, Solana Web3.js

GPU-Accelerated ZK Proof Generation Market

advanced

Build a compute marketplace on Nosana where developers submit ZK proof generation jobs (for privacy-preserving DeFi, identity verification, or gaming). Nosana workers with GPU access compete to generate proofs fastest, with on-chain settlement and reputation tracking. This unlocks compute-intensive cryptography use cases on Solana.

Why now: Nosana's emerging infrastructure + Solana's growing ZK adoption (Marinade, Drift) creates demand for decentralized proof generation. GPU compute is expensive and centralized; Nosana's network can democratize access as DePIN gains traction.
6-8 weeks|Nosana CI, Circom / Noir, CUDA / GPU compute, Anchor, Rust, Solana Web3.js

Anchor Framework Plugin Ecosystem & IDE Integration

beginner

Build a plugin marketplace and VSCode extension for Anchor that standardizes smart contract development workflows. Include templates for common patterns (AMM, lending, staking), real-time security linting, and one-click deployment to devnet/testnet. This accelerates developer onboarding and reduces boilerplate code.

Why now: Anchor's consistent 2-star activity + zero core Solana labs commits indicates ecosystem standardization around Anchor. Developers need better tooling to reduce friction; a plugin ecosystem captures this demand and accelerates adoption among new builders.
2-3 weeks|Anchor framework, VSCode Extension API, TypeScript, Rust, Solana Web3.js

Cross-DEX Liquidity Aggregator with MEV Optimization

intermediate

Build a smart router that aggregates liquidity across Orca, Raydium, Tessera V, and emerging DEXes, optimizing for best execution price while accounting for MEV. Users get single-click swaps with transparent slippage, while the protocol captures MEV savings as revenue. This captures venue rotation demand and provides better UX than existing routers.

Why now: Orca's -67% volume delta + Tessera V's +110% surge signals venue rotation and competitive pressure. Existing aggregators (Jupiter) lack MEV optimization; this captures arbitrage between venues and provides better execution for power users.
3-4 weeks|Orca Whirlpools SDK, Raydium SDK V2, Jito Bundles, Rust, Anchor, Solana Web3.js

Stablecoin Yield Farming Optimizer

beginner

An automated portfolio manager that deploys stablecoin inflows ($520M net) across lending protocols (Marginfi, Solend, Kamino) to maximize yield while managing risk. Users deposit USDC/USDT and the optimizer rebalances across protocols based on real-time APY, liquidation risk, and protocol health metrics. This captures hedging demand and provides passive yield.

Why now: Strong stablecoin inflows (+$444M net) indicate capital repositioning for hedging or deployment. Existing lending protocols lack automated yield optimization; this captures demand from risk-averse capital seeking passive returns on stablecoins.
2-3 weeks|Marginfi SDK, Solend SDK, Kamino SDK, Anchor, Solana Web3.js, TypeScript

Memecoin Launchpad with Reputation & Liquidity Pools

beginner

A decentralized launchpad for memecoins that requires creators to stake SOL as collateral and build reputation through successful launches. Includes built-in liquidity pool creation, anti-rug mechanisms (locked liquidity), and community voting on featured launches. This captures retail participation surge while reducing scam risk.

Why now: Memecoin ecosystem maintains $3.6B market cap with individual tokens showing explosive growth (+100%, +41%, +33%). Existing launchpads (Pump.fun) lack reputation mechanisms; this captures demand from retail seeking safer entry points while enabling creators to build credibility.
2-3 weeks|Anchor framework, Raydium SDK, Solana Web3.js, TypeScript, React

Lending Protocol Risk Dashboard & Liquidation Alerts

beginner

Build a real-time monitoring dashboard aggregating risk metrics across Marginfi, Solend, Kamino, and Hubble. Users set custom alerts for liquidation risk, protocol health degradation, and collateral price movements. Include liquidation opportunity detection for arbitrageurs. This provides transparency in a mature but opaque lending market.

Why now: Lending protocols maintain stable 1000 tx/period baseline with zero GitHub commits, indicating feature-complete but opaque infrastructure. Users need better risk visibility; this captures demand from power users and liquidators seeking real-time monitoring.
1-2 weeks|Marginfi SDK, Solend SDK, Kamino SDK, Solana Web3.js, React, WebSocket, PostgreSQL

NFT Rarity Scoring & Portfolio Analytics for Tensor

beginner

Build an analytics layer on top of Tensor's trading infrastructure that provides real-time rarity scoring, portfolio valuation, and trading signals for NFT collectors. Include historical price tracking, collection floor analysis, and whale transaction alerts. This adds intelligence to a mature but analytics-poor marketplace.

Why now: Tensor maintains stable 1000 tx/period baseline with zero GitHub activity, indicating mature but feature-complete infrastructure. NFT collectors lack analytics tools; this captures demand from power users seeking better portfolio management and trading insights.
2-3 weeks|Tensor API, Solana Web3.js, React, PostgreSQL, WebSocket, TypeScript

Validator Client Benchmarking & Performance Monitoring

intermediate

Build a public benchmarking suite comparing Firedancer, Agave, and Solana Labs validator clients across metrics (slot production time, transaction throughput, memory usage, network latency). Publish monthly reports and provide real-time monitoring dashboards for validators. This accelerates validator client adoption by providing transparency.

Why now: Firedancer gaining 2 stars while core Solana labs shows zero commits indicates ecosystem exploring validator alternatives. Validators need performance data to make client choices; this captures demand for transparency and accelerates client diversification.
3-4 weeks|Rust, Prometheus, Grafana, Docker, Solana RPC API, React

Pyth Oracle Integration Layer for Emerging Protocols

beginner

Build a standardized Pyth oracle integration library that simplifies price feed consumption for new protocols. Include caching, fallback mechanisms, and price deviation alerts. Provide templates for common use cases (lending collateral pricing, perpetual funding rates, liquidation triggers). This reduces friction for Pyth adoption among emerging protocols.

Why now: Pyth Pull Oracle showing severe activity decline (-1.8 z-score) indicates adoption headwinds. Emerging protocols struggle with oracle integration; this captures demand for simplified tooling and can reverse Pyth's adoption plateau.
1-2 weeks|Pyth SDK, Anchor framework, Rust, Solana Web3.js, TypeScript

Liquid Staking Yield Aggregator with Auto-Compounding

beginner

Build an auto-compounding wrapper around Marinade, Sanctum, and Jito Stake Pools that reinvests staking rewards automatically. Users deposit SOL once and earn compounded yields without manual intervention. Include tax reporting and withdrawal scheduling. This captures demand from passive stakers seeking simplified yield.

Why now: Liquid staking protocols maintain stable 1000 tx/period baseline with zero GitHub commits, indicating mature but feature-complete infrastructure. Passive stakers need simplified yield optimization; this captures demand for auto-compounding and reduces friction.
2-3 weeks|Marinade SDK, Sanctum SDK, Jito SDK, Anchor framework, Solana Web3.js, React

Drift Protocol Leverage Trading Bot with Risk Management

intermediate

Build an automated trading bot for Drift Protocol that executes leverage trading strategies (grid trading, DCA, mean reversion) with built-in risk management (stop-loss, take-profit, position sizing). Include backtesting engine and live performance tracking. This captures emerging derivatives market demand while reducing manual trading friction.

Why now: Drift Protocol appearing in trending section with commit decline (-2.2 z-score) indicates market-driven adoption rather than development-driven growth. Derivatives traders need automation tools; this captures demand for leverage trading bots as Drift's user base expands.
3-4 weeks|Drift Protocol SDK, Solana Web3.js, Rust, TypeScript, React, PostgreSQL

Data Sources

GitHub API
Leading100 pts
DeFi Llama
Coincident257 pts
Helius
Coincident18 pts
CoinGecko
Confirming200 pts
LLM: anthropic/claude-haiku-4.5|Cost: $0.0519|Duration: 78.9s