SOLIS Report

Mar 21Apr 4, 2026

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13
Narratives
14
Anomalies
100
Repos Tracked
13
Build Ideas

Narratives

Early2

Distributed Computing & Compute Infrastructure Emergence

Early

Nosana-programs gaining developer attention (+3 stars, 3.12 z-score) signals early-stage adoption of distributed compute infrastructure on Solana. This represents infrastructure layer development for compute-intensive applications.

AcceleratingConfidence: 68%

Leading

  • - Nosana-programs repo gaining stars (+3, 3.12 z-score) despite no explicit topic tags
  • - Emerging developer interest in compute infrastructure

Coincident

  • - No corresponding spike in onchain compute transaction volume yet
  • - Infrastructure layer adoption preceding application layer activity

Confirming

  • - RENDER token showing strong performance (+12.8%, 67.8M volume) - compute-related token gaining traction

AI Agent Infrastructure Emergence on Solana

Early

Solana-agent-kit gaining developer traction (+2 stars, 2.06 z-score) with AI/LangChain integration signals early-stage adoption of autonomous agent frameworks. This represents infrastructure layer maturation for AI-native applications on Solana.

AcceleratingConfidence: 62%

Leading

  • - Solana-agent-kit repo gaining stars (2.06 z-score) with explicit AI/LangChain/web3js topics
  • - New developer interest in AI-native Solana tooling emerging

Coincident

  • - No corresponding spike in onchain AI agent transaction volume yet
  • - Infrastructure layer adoption preceding application layer activity
Emerging5

Stablecoin Capital Rebalancing & Volatility Hedging

Emerging

Strong net stablecoin inflow of $356M (inflows $499M vs outflows $143M) indicates capital repositioning into Solana ecosystem, likely driven by volatility hedging or preparation for trading activity. This signals bullish sentiment with risk management.

AcceleratingConfidence: 84%

Coincident

  • - Net stablecoin flow: +$356M (inflows $499M, outflows $143M)
  • - 3.5x ratio of inflows to outflows indicates strong capital accumulation
  • - TVL declined $1.39B overall, but stablecoin inflows suggest selective capital deployment
$USDC$USDT
Timeline →

Core Protocol Infrastructure Refresh & Developer Tooling Standardization

Emerging

Anchor framework gaining developer attention (+5 stars, 5.25 z-score) while web3.js SDK maintains steady adoption (+3 stars, 3.12 z-score) indicates standardization around Rust smart contracts and JavaScript client libraries. This reflects ecosystem maturation toward consistent developer experience.

StableConfidence: 81%

Leading

  • - Anchor (Coral) framework stars increasing significantly (+5, 5.25 z-score) - highest positive anomaly
  • - Solana-web3.js SDK maintaining steady adoption (+3 stars, 3.12 z-score)
  • - Wallet-adapter infrastructure stable (+2 stars, 2.06 z-score) supporting ecosystem standardization

Coincident

  • - Anchor-based programs (Orca Whirlpool, Raydium CLMM, Drift Protocol) maintaining consistent transaction volume
  • - No TVL disruptions in Anchor-dependent protocols
Orca WhirlpoolRaydium CLMMDrift Protocol
Timeline →

Derivatives Market Expansion & Perpetual Protocol Growth

Emerging

Drift Protocol maintaining consistent transaction volume (1000 tx, 0.52 z-score) with Phoenix DEX showing baseline activity signals stable derivatives infrastructure. Perpetual trading has matured into core ecosystem service with established user base.

StableConfidence: 62%

Leading

  • - Drift-labs/protocol-v2 repo maintaining stable development (0 commits delta, 0.1 z-score)

Coincident

  • - Drift Protocol: 1000 tx (0.52 z-score) - consistent derivatives activity
  • - Phoenix: 1000 tx (0.52 z-score) - stable DEX/derivatives infrastructure
Drift ProtocolPhoenix
Timeline →

MEV Infrastructure Contraction & Validator Consolidation

Emerging

Jito's MEV infrastructure showing significant developer activity decline (-79 commits, -9.9 z-score) signals potential consolidation or strategic pivot. This contrasts with stable validator client diversity, suggesting MEV extraction may be centralizing or deprioritizing among builders.

DeceleratingConfidence: 58%

Leading

  • - Jito-solana repo commits collapsed by 79 (-9.9 z-score), largest negative anomaly in dataset
  • - MEV-focused development activity sharply declining while core validator infrastructure remains stable

Coincident

  • - Jito Tip Router and Jito Stake Pool maintain baseline transaction volume (1000 tx each, 0.52 z-score)
  • - No corresponding TVL anomalies in MEV-related protocols
Jito Tip RouterJito Stake Pool
Timeline →

Oracle Infrastructure Stability & Pyth Adoption Plateau

Emerging

Pyth Pull Oracle showing significant transaction decline (9 tx, -1.80 z-score) signals potential adoption plateau or migration to alternative oracle solutions. This represents a shift in oracle infrastructure preferences after growth phase.

DeceleratingConfidence: 58%

Coincident

  • - Pyth Pull Oracle: 9 tx (-1.80 z-score) - lowest transaction volume in dataset
  • - Significant decline from baseline activity across other programs (1000 tx)
Pyth Pull Oracle
Timeline →
Growing6

Memecoin Ecosystem Maturation & Retail Participation Surge

Growing

Solana Meme category maintaining $3.59B market cap with 0.49% growth while CORN (+87.8%), FIDA (+38.8%), and RENDER (+12.8%) lead price performance. Retail-driven tokens showing strong momentum despite broader market consolidation, indicating sustained speculative activity.

StableConfidence: 88%

Social

  • - PENGU (Pudgy Penguins) trending on market data
  • - PIPPIN emerging as trending token

Coincident

  • - Solana Meme category: $3.59B market cap, +0.49% delta
  • - Top performers: CORN +87.8%, FIDA +38.8%, RENDER +12.8%, UP +31.4%
  • - Pump.fun volume: 52.9M (0.52 z-score) maintaining baseline activity

Confirming

  • - Multiple memecoins in top 20 performers by 14-day price delta
  • - FIDA showing strong volume (66M 24h) with +38.8% price appreciation
  • - RENDER (compute-related) +12.8% with 67.8M volume
$CORN$FIDA$RENDER$UP$PENGUpump.fun
Timeline →

DEX Volume Concentration & Emerging Venue Competition

Growing

BisonFi experiencing explosive volume growth (+1370% delta, 2.70 z-score) while traditional leaders Orca and Raydium show volume decline signals emerging competition reshaping DEX landscape. Newer venues capturing market share from established protocols.

AcceleratingConfidence: 78%

Coincident

  • - BisonFi volume surge: +1370% delta (158M 24h volume, 2.70 z-score) - highest positive anomaly
  • - Orca DEX declining: -30.8% delta despite 200M volume (3.57 z-score)
  • - Raydium AMM declining: -21.9% delta (114M volume, 1.80 z-score)

Confirming

  • - Orca and Raydium maintaining high absolute volumes but losing market share momentum
BisonFiOrca DEXRaydium AMM
Timeline →

Lending Protocol Consolidation & Stable Onchain Activity

Growing

Marginfi, Solend, and other lending protocols maintaining consistent transaction volume (1000 tx each, 0.52 z-score) despite $1.39B TVL decline signals protocol maturity and user base stability. Lending infrastructure has reached equilibrium after consolidation phase.

StableConfidence: 75%

Coincident

  • - Marginfi: 1000 tx (0.52 z-score) - baseline stable activity
  • - Solend: 1000 tx (0.52 z-score) - baseline stable activity
  • - Overall TVL decline of $1.39B but no lending protocol-specific anomalies
MarginfiSolendKamino
Timeline →

NFT & Gaming Infrastructure Consolidation

Growing

Magic Eden v2 and Tensor maintaining baseline transaction volume (1000 tx each, 0.52 z-score) indicates mature, stable NFT marketplace infrastructure. Consolidation around established venues with no new entrants gaining traction.

StableConfidence: 72%

Coincident

  • - Magic Eden v2: 1000 tx (0.52 z-score) - consistent marketplace activity
  • - Tensor: 1000 tx (0.52 z-score) - stable trading volume
  • - Tensor Swap: 1000 tx (0.52 z-score) - baseline swap activity
Magic Eden v2TensorTensor Swap
Timeline →

Validator Client Diversification & Infrastructure Redundancy

Growing

Solana core protocol repos (solana-labs/solana, anza-xyz/agave, firedancer-io/firedancer) maintaining consistent commit activity (0 delta, 0.1 z-score) indicates mature, stable validator infrastructure with multiple client implementations. Ecosystem prioritizing redundancy and decentralization.

StableConfidence: 71%

Leading

  • - Solana-labs/solana: 0 commits delta (0.1 z-score) - stable core protocol development
  • - Anza-xyz/agave: 0 commits delta (0.1 z-score) - consistent validator client maintenance
  • - Firedancer-io/firedancer: 0 commits delta (0.1 z-score) - stable high-performance client development

Coincident

  • - Yellowstone-grpc: 0 stars delta (baseline) - stable RPC infrastructure
  • - No validator infrastructure anomalies detected

Liquid Staking & Yield Infrastructure Maturation

Growing

Sanctum and Jito Stake Pool maintaining consistent transaction volume (1000 tx each, 0.52 z-score) indicates mature liquid staking infrastructure with stable user base. Yield generation mechanisms have reached equilibrium after growth phase.

StableConfidence: 70%

Coincident

  • - Sanctum: 1000 tx (0.52 z-score) - stable liquid staking activity
  • - Jito Stake Pool: 1000 tx (0.52 z-score) - consistent staking infrastructure usage
  • - No TVL anomalies in staking protocols
SanctumJito Stake PoolMarinade Finance
Timeline →

Build Ideas

MEV Transparency Dashboard for Validators

intermediate

Build a real-time dashboard that tracks MEV extraction patterns across Jito and alternative MEV infrastructure, showing validators which extraction strategies are most profitable and transparent. This addresses the consolidation trend by giving smaller validators visibility into MEV economics they might otherwise miss.

Why now: Jito's -79 commit decline signals potential infrastructure pivot. Validators need alternative tools to understand MEV economics as centralization pressures increase. This fills the transparency gap during the consolidation phase.
2-4 weeks|Rust, Solana RPC, Jito Tip Router API, Next.js, PostgreSQL, WebSocket

AI Agent Autonomous Trading Framework

advanced

Create a production-ready framework that extends solana-agent-kit with autonomous portfolio rebalancing, arbitrage detection, and risk management using LangChain agents. Agents autonomously execute trades based on on-chain signals with human-in-the-loop approval workflows.

Why now: solana-agent-kit gaining +2.06 z-score traction signals infrastructure maturity. AI agents are moving from experimental to production use cases. First-mover advantage in autonomous trading agents on Solana is significant.
1-3 months|Python, LangChain, solana-agent-kit, Anchor, FastAPI, Redis, OpenAI API

Anchor DevEx CLI Enhancement Suite

intermediate

Build an enhanced CLI tool that wraps Anchor with one-command deployment, testing, benchmarking, and security audit workflows. Includes templates for common patterns (AMM, lending, staking) to accelerate developer onboarding and standardize best practices.

Why now: Anchor gaining +5.25 z-score indicates standardization momentum. Developers are consolidating around Rust/Anchor stack. Tooling that reduces friction from idea to mainnet deployment captures this wave.
2-4 weeks|Rust, Anchor, Clap CLI, Solana SDK, Docker, GitHub Actions

BisonFi Liquidity Aggregator & Routing Engine

advanced

Build a smart order router that aggregates liquidity across BisonFi, Orca, Raydium, and emerging DEXes, automatically splitting orders to minimize slippage. Include MEV protection and batch settlement to capture BisonFi's volume growth while providing users best execution.

Why now: BisonFi's +1370% volume delta signals market share shift. Traditional DEXes losing volume creates arbitrage opportunity. Aggregators capture value during venue competition phases.
1-3 months|Rust, Anchor, web3.js, Raydium SDK, Orca SDK, BisonFi API, Jito Bundles

Stablecoin Yield Optimizer with Rebalancing

intermediate

Create an automated vault that deposits incoming stablecoins ($356M net inflow signal) across Marginfi, Solend, and Kamino lending protocols, automatically rebalancing to maximize yield while maintaining risk parameters. Users get single-click stablecoin yield without manual management.

Why now: $356M stablecoin inflow indicates capital repositioning for yield. Lending protocols at equilibrium (stable 1000 tx). Yield optimization captures this capital influx with minimal execution risk.
2-4 weeks|Anchor, Rust, web3.js, Marginfi SDK, Solend SDK, Kamino SDK, Pyth Oracle

Memecoin Launchpad with Bonding Curve Analytics

intermediate

Build an enhanced memecoin launchpad that improves on pump.fun with transparent bonding curve analytics, community voting on token parameters, and anti-rug mechanisms. Include real-time price prediction and whale tracking to help retail navigate the $3.59B memecoin market.

Why now: Memecoin market stable at $3.59B with strong performer momentum (CORN +87.8%). Retail participation sustained. pump.fun dominance creates opportunity for differentiated launchpad with better transparency and safety.
2-4 weeks|Anchor, web3.js, Next.js, Solana RPC, TensorFlow.js, PostgreSQL

Lending Protocol Risk Dashboard & Liquidation Simulator

beginner

Build a unified risk monitoring dashboard covering Marginfi, Solend, Kamino, and Hubble that shows real-time liquidation risks, collateral health, and simulates liquidation scenarios. Include alerts for positions approaching danger zones and historical liquidation data.

Why now: Lending protocols at equilibrium with $1.39B TVL. Stable 1000 tx baseline indicates mature user base. Risk management tools capture value from users managing positions across multiple protocols.
2-3 days|web3.js, Next.js, Solana RPC, PostgreSQL, WebSocket, Recharts

NFT Royalty Enforcement & Creator Revenue Optimizer

intermediate

Build a protocol that enforces NFT royalties on secondary sales across Magic Eden and Tensor using on-chain verification, with a dashboard showing creators their royalty earnings and optimization recommendations. Addresses the consolidation around established venues by adding creator-focused tooling.

Why now: Magic Eden and Tensor consolidated at 1000 tx baseline. Creator royalty enforcement is ongoing pain point. Consolidation phase creates opportunity for creator-focused infrastructure layer.
2-4 weeks|Anchor, Rust, web3.js, Magic Eden API, Tensor API, Next.js

Distributed Compute Job Marketplace with Nosana Integration

advanced

Build a marketplace where developers post compute-intensive tasks (rendering, ML inference, data processing) and Nosana nodes bid to execute them. Include job queuing, result verification, and payment settlement on-chain. Extends nosana-programs with production marketplace UX.

Why now: Nosana gaining +3.12 z-score signals infrastructure maturation. RENDER token showing +12.8% momentum. Compute infrastructure emerging as core Solana service layer. First production marketplace captures network effects.
1-3 months|Rust, Anchor, nosana-programs, web3.js, Next.js, Docker, IPFS

Multi-Client Validator Monitoring & Failover Orchestration

advanced

Build an orchestration tool that monitors Agave, Firedancer, and Solana Labs clients, automatically failing over between implementations if one client degrades. Includes performance metrics, consensus health, and automated remediation for validator operators managing multiple clients.

Why now: Three mature validator clients (Solana Labs, Agave, Firedancer) at equilibrium. Validator operators need tooling to manage multi-client redundancy. Infrastructure maturity creates demand for orchestration layer.
1-3 months|Rust, Solana RPC, Prometheus, Grafana, Kubernetes, gRPC

Oracle Fallback & Aggregation Layer (Pyth Alternative)

intermediate

Build a protocol that aggregates price feeds from Pyth, Switchboard, and emerging oracles with automatic fallback logic if primary oracle fails. Includes deviation detection and historical price tracking. Addresses Pyth's -1.80 z-score decline by providing redundancy.

Why now: Pyth Pull Oracle declining at -1.80 z-score signals adoption plateau. Protocols need oracle redundancy as DeFi TVL grows. Aggregation layer captures value during oracle infrastructure transition.
2-4 weeks|Anchor, Rust, Pyth SDK, Switchboard SDK, web3.js, PostgreSQL

Liquid Staking Yield Aggregator with Auto-Compounding

intermediate

Create a vault that deposits SOL across Sanctum, Jito Stake Pool, and Marinade, automatically compounding yields and rebalancing to maximize APY. Users get single-token exposure to diversified staking infrastructure with automated yield optimization.

Why now: Liquid staking at equilibrium with 1000 tx baseline. Mature infrastructure with stable user base. Yield aggregation captures value from users seeking simplified staking exposure.
2-4 weeks|Anchor, Rust, web3.js, Sanctum SDK, Jito SDK, Marinade SDK

Perpetual Trading Risk Engine & Position Manager

intermediate

Build a position management dashboard for Drift Protocol that shows real-time P&L, liquidation risk, funding rates, and automated stop-loss/take-profit execution. Include cross-protocol arbitrage detection between Drift and Phoenix. Simplifies perpetual trading for retail users.

Why now: Drift maintaining stable 1000 tx baseline indicates mature user base. Perpetual trading established as core service. Position management tools capture value from growing retail derivatives participation.
2-4 weeks|web3.js, Next.js, Drift SDK, Phoenix SDK, Solana RPC, PostgreSQL, WebSocket

Data Sources

GitHub API
Leading100 pts
DeFi Llama
Coincident256 pts
Helius
Coincident18 pts
CoinGecko
Confirming200 pts
LLM: anthropic/claude-haiku-4.5|Cost: $0.0491|Duration: 70.4s