Exploring the Solana ecosystem, the 15 major potential benefits not to be missed at Breakpoint
Written by: fabiano.sol
Compiled by: Azuma
Editor’s Note: From September 20 to September 21, Beijing time, the fourth Breakpoint will be held in Singapore. As the largest and most influential ecological conference in the Solana ecosystem (especially considering that last year's Breakpoint fermentation period almost coincided with the explosive growth cycle of SOL), Breakpoint carries the expectations of the entire Solana ecosystem for information exchange regarding value judgments, future directions, and wealth codes.
In the following article, KOL fabiano.sol focuses on summarizing the promotional plans and potential content of major ecological projects during the Breakpoint period. For investors looking to deeply engage with the Solana ecosystem, this review may serve as an "upgrade preview" for the second half of the year.
For the Solana ecosystem, Breakpoint has always been a gold mine for acquiring Alpha information and early insight clues.
After last year's presentation, Nosana achieved a 400-fold growth.
I reviewed the list of Solana ecosystem projects intending to promote during the Breakpoint period, and the following projects may see an increase after releasing positive news.
Project One: Jupiter (JUP)
Jupiter will host several community events during the Breakpoint period, with the most notable event being a keynote speech by co-founder SIONG on September 20 from 11:55 AM to 12:10 PM (UTC+8).
During last year's Breakpoint period, Jupiter announced an airdrop plan, and this year is expected to unveil another major revelation, possibly a mobile application or other significant product updates.
Potential positive developments:
- Jupiter mobile application;
- Other major product updates.
Project Two: Sanctum (CLOUD)
Sanctum not only sponsors multiple large events during the Breakpoint period.
Sanctum's founder FP Lee will also speak during the keynote on September 21 from 2:50 PM to 2:55 PM (UTC+8).
This could be an interesting presentation that brings the latest updates on CEX LST.
Potential positive developments:
- Sanctum Wonderland S2;
- LST use case updates;
- CEX LST.
Project Three: Solayer
Jason Li, co-founder of Solayer Labs, will discuss the development status of Solayer and related issues on September 21 from 3:30 PM to 3:35 PM (UTC+8).
Solayer has recently made some very bullish announcements (financing, CEX LST, etc.).
Potential positive developments:
- Re-staking progress;
- Roadmap updates;
- Token and airdrop plans.
Project Four: Wormhole (W)
Since the TGE in April this year, Wormhole's token price has dropped by 85%.
Wormhole's co-founders Dan Reecer and Robinson Burkey will give a product keynote and hint at a large-scale protocol update.
Potential positive developments:
- Wormhole Sigma (application chain);
- Staking (Note: Currently, W cannot be directly staked on Solana);
- Roadmap and phase updates.
Project Five: Kamino (KMNO)
Kamino is in a very good development phase and is expected to become an absolute DeFi hub on Solana.
I am personally very optimistic about Kamino and its token; they are continuously working to improve DeFi.
On September 21 from 2:35 PM to 2:40 PM (UTC+8), Kamino's co-founder y2kappa will give a keynote speech, possibly revealing more Alpha information.
Potential positive developments:
- Product upgrades;
- Roadmap;
- Kamino Lend V2.
Project Six: deBridge
There are rumors that deBridge will have a TGE in September, but I personally believe there will be no progress before the Breakpoint opening.
Alex Smirnov, co-founder of deBridge, will give a product keynote on September 21 from 4:45 PM to 5:45 PM (UTC+8).
Potential positive developments:
- TGE plans (including airdrops and other related matters).
Project Seven: Tensor (TNSR)
2024 is the most important year for Tensor, and the protocol's co-founder and CTO Richard will not stop; he will speak on September 21 from 5:30 PM to 5:35 PM (UTC+8).
Potential positive developments:
- Tensor platform upgrades;
- TNSR use case expansion.
Project Eight: Magic Eden (ME)
Apart from announcing more details about ME's TGE, any other news released by Magic Eden would be a huge surprise, especially at a conference where everyone is talking about your brand and token.
Jack Lu, founder of Magic Eden, will speak on September 21 from 12:35 PM to 12:45 PM (UTC+8).
Potential positive developments:
- ME TGE;
- Roadmap updates.
Project Nine: Meteora (MET)
Meteora will also hold some events during Breakpoint, such as live LP teaching for Meteora's liquidity providers.
On September 20 from 4:20 PM to 4:40 PM (UTC+8), Meteora team member benchow.sol will participate in a debate. I don’t think he will rush to advance MET-related matters, but he may reveal some Alpha information.
Potential positive developments:
- MET Alpha information;
- Liquidity mining Alpha information.
Project Ten: Flash Trade
Will Flash Trade announce token-related information? That's a good question.
Flash Trade developer Anas will answer this question and more during his speech on September 21 from 3:35 PM to 3:40 PM (UTC+8).
Potential positive developments:
- Token-related information.
Project Eleven: Birdeye
Birdeye is an on-chain trading data aggregator… and has no token.
Birdeye seems unlikely to issue a token, as they already have another reward system, but that is not absolute.
Notably, Birdeye is very interested in Solana, as its co-founder Kha NT previously worked at Solscan, and he will give a keynote speech on September 20 from 11:50 AM to 11:55 AM (UTC+8).
Potential positive developments:
- Birdeye token;
- Platform upgrades (integration with Solana).
Project Twelve: Solana Mobile
Everyone waiting for the second-generation Solana Mobile devices may be very excited.
Emmett Hollyer, General Manager of Solana Mobile, will give a keynote speech from 10:50 AM to 11:05 AM (UTC+8).
Who knows if we will witness miracles again on the second-generation Solana Mobile?
Potential positive developments:
- Second-generation devices.
Other Project Developments
In addition to the above projects, other mainstream projects in the Solana ecosystem may also announce significant progress during the Breakpoint period, including but not limited to Jito possibly announcing more Alpha information about re-staking; Drift Protocol may announce updates related to Debate and Events; and Helius may also reveal some major updates.