Lightspeed What's Next For Solana In 2026?
Jan 1, 2026
Carlos, a member of Blockworks Research, dives into the exciting world of Solana's future with a focus on recent ETF inflows and the dynamics of payment for order flow. He shares insights into why JitoSOL is losing ground to Sanctum, discussing both market share and technical advantages. Predictions for 2026 highlight a shift towards revenue-share routing and the rise of stablecoin neobanks on Solana. Plus, they explore how apps may adapt to optimize user experience by absorbing gas fees. A must-listen for crypto enthusiasts!
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Hidden Priority Fees Inflate App Revenues
- BQ Brady's analysis shows apps and low-activity wallets often overpay priority fees on Solana, creating hidden revenue extraction.
- Different transaction landing services receive vastly different tip-per-swap amounts, revealing monetization variance.
Fix Transaction Stack To Protect Users
- Do pursue protocol changes like multiple concurrent proposers and priority-ordering rules to curb invisible rent extraction.
- These technical fixes can realign incentives and protect users from overpaying for transaction ordering.
Apps Capture More Revenue Than The L1
- Application revenue on Solana has surpassed network revenue and now earns roughly $3.50 for every $1 the network makes.
- This shift raises a valuation question: will apps capture more of Solana's value than the L1 itself?