GM! Here's our 6th edition of the Caladan Weekly, a sharp, data-driven read on digital asset markets, liquidity flows, and treasury optimization for institutions. Credits to @0xavarek for the writeup.
Below is a preview of the full digest. Subscribe below to see the full version 🔖
-- Caladan Weekly: Protocol Evaluation Framework: Revenue Analysis, Capital Behavior, and L1 Assessment --
Key Takeaways:
- Protocol revenue vs TVL disconnect: Fee-generating protocols like @aave V3 ($1.48M daily) and @MorphoLabs Blue ($0.89M daily) justify valuations through genuine activity, while high-TVL protocols like @veda_labs ($3.44B) and @sparkdotfi Liquidity ($3.60B) show minimal revenue generation, indicating valuation inflation
- L1 capital migration patterns: @solana ecosystem demonstrates institutional maturity with $5.45B combined TVL and 80.9% capital retention (@jito_sol leading at $2.66B), while @SuiNetwork shows rapid growth potential at 74.6% retention, @Aptos struggles with 68.9% retention indicating development challenges, and @NEARProtocol exhibits clear capital exodus at 71.3% retention
- Institutional capital behavior tracking: Multi-period retention analysis reveals distinct institutional preferences - protocols with stable business models (@BlackRock BUIDL 97.9%, @pendle_fi 99.2%) outperform network-dependent alternatives (@LidoFinance 86.6%) and complex strategies (@ethena_labs 86.5%) during 120-day observation periods
- Sustainable vs subsidized yield identification: Organic fee growth patterns (Morpho +71% over 120 days, Pendle +100% over 120 days) contrast sharply with declining strategy-dependent yields (Ethena -20% over 120 days), providing clear institutional allocation signals for sustainable revenue models
17.87K
0
Tuna 🐟 | CHANG MODE
JTO and LDO’s staked ETF narrative premium is essentially nullified by the alt treasury cos
BMNR and SBET are both sitting at 0.8b and Solana cos lower
JTO at 2.1b FDV and LDO 0.7
Why would you buy something that MIGHT capture a portion of a few % per $ staked when you can just enjoy speculative capital gain since the timeframe for everything is the same
Generational shorting opportunity for JTO
1.44K
2
Tuna 🐟 | CHANG MODE
JTO and LDO’s staking narrative premium is essentially nullified by the alt treasury cos
BMNR and SBET are both sitting at 0.8b and Solana cos lower
JTO at 2.1b FDV and LDO 0.7
Why would you buy something that MIGHT capture a portion of a few % per $ staked when you can just enjoy speculative capital gain since the timeframe for everything is the same
Generational shorting opportunity for JTO
1.08K
0
TOP 7 ICO | Crypto News & Analytics
Top 10 Biggest Token Unlocks in the Next 7 Days
July 4 – 10, 2025
Here are the largest upcoming unlocks to keep on your radar this week: $ENA $JTO $MOVE $NEON $XTER $AI $HFT $SXT $SPEC and $GRND
🔍 Why it matters:
Token unlocks can lead to increased selling pressure, especially if a large portion of tokens becomes liquid.
Data source 🔗 @CryptoRank_io
7.76K
3
JeromeLoo｜老王 🀄️🐱🐶🐸🦛🐂
My value investment portfolio has broken even.
JeromeLoo｜老王 🀄️🐱🐶🐸🦛🐂
Be prepared to increase your position in the value portfolio of the currency circle from time to time
Will you be able to go to the other side this time?
$AAVE $LISTA $UNI $JTO $COW
$ENA $ENS $ETHFI $LDO $CRV
The current price of Jito is ₺82.0788. Over the last 24 hours, Jito has decreased by -5.49%. It currently has a circulating supply of 344,568,683 JTO and a maximum supply of 1,000,000,000 JTO, giving it a fully diluted market cap of ₺28.32B. At present, Jito holds the 64 position in market cap rankings. The Jito/TRY price is updated in real-time.
The rating provided is an aggregated rating collected by OKX TR from the sources provided and is for informational purpose only. OKX TR does not guarantee the quality or accuracy of the ratings. It is not intended to provide (i) investment advice or recommendation; (ii) an offer or solicitation to buy, sell or hold digital assets; or (iii) financial, accounting, legal or tax advice. Digital assets, including stablecoins and NFTs, involve a high degree of risk, can fluctuate greatly, and can even become worthless. The price and performance of the digital assets are not guaranteed and may change without notice. Your digital assets are not covered by insurance against potential losses. Historical returns are not indicative of future returns. OKX TR does not guarantee any return, repayment of principal or interest. OKX TR does not provide investment or asset recommendations. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition. Please consult your legal/ tax/ investment professional for questions about your specific circumstances.
By using the third-party website ("TPW"), you accept that any use of the TPW will be subject to and governed by the terms of the TPW. Unless expressly stated in writing, OKX TR and its affiliates ("OKX TR") are not in any way associated with the owner or operator of the TPW. You agree that OKX TR is not responsible or liable for any loss, damage and any other consequences arising from your use of the TPW. Please be aware that using a TPW may result in a loss or diminution of your assets.
Jito Network is a liquid staking protocol on Solana. Protocol users can stake SOL and receive JitoSOL in return. Beyond staking rewards, Jito Network's liquid staking token also captures MEV rewards. JTO is the governance token for the Jito Network.
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Number of posts mentioning a token in the last 24h. This can help gauge the level of interest surrounding this token.
Contributors
Number of individuals posting about a token in the last 24h. A higher number of contributors can suggest improved token performance.
Interactions
Sum of socially-driven online engagement in the last 24h, such as likes, comments, and reposts. High engagement levels can indicate strong interest in a token.
Sentiment
Percentage score reflecting post sentiment in the last 24h. A high percentage score correlates with positive sentiment and can indicate improved market performance.
Volume rank
Volume refers to post volume in the last 24h. A higher volume ranking reflects a token’s favored position relative to other tokens.
In the last 24 hours, there have been 1.2K new posts about Jito, driven by 517 contributors, and total online engagement reached 65K social interactions. The sentiment score for Jito currently stands at 85%. Compared to all cryptocurrencies, post volume for Jito currently ranks at 3571. Keep an eye on changes to social metrics as they can be key indicators of the influence and reach of Jito.
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Posts
1,214
Contributors
517
Interactions
64,597
Sentiment
85%
Volume rank
#3571
X
Posts
1,208
Interactions
64,595
Sentiment
86%
Jito FAQ
How much is 1 Jito worth today?
Currently, one Jito is worth ₺82.0788. For answers and insight into Jito's price action, you're in the right place. Explore the latest Jito charts and trade responsibly with OKX TR.
What is cryptocurrency?
Cryptocurrencies, such as Jito, are digital assets that operate on a public ledger called blockchains. Learn more about coins and tokens offered on OKX TR and their different attributes, which includes live prices and real-time charts.
When was cryptocurrency invented?
Thanks to the 2008 financial crisis, interest in decentralized finance boomed. Bitcoin offered a novel solution by being a secure digital asset on a decentralized network. Since then, many other tokens such as Jito have been created as well.
Watch this video to learn about what happens when you move your money to a crypto exchange.
Disclaimer
The social content on this page ("Content"), including but not limited to tweets and statistics provided by LunarCrush, is sourced from third parties and provided "as is" for informational purposes only. OKX TR does not guarantee the quality or accuracy of the Content, and the Content does not represent the views of OKX TR. It is not intended to provide (i) investment advice or recommendation; (ii) an offer or solicitation to buy, sell or hold digital assets; or (iii) financial, accounting, legal or tax advice. Digital assets, including stablecoins and NFTs, involve a high degree of risk, can fluctuate greatly. The price and performance of the digital assets are not guaranteed and may change without notice. OKX TR does not provide investment or asset recommendations. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition. Please consult your legal/tax/investment professional for questions about your specific circumstances. For further details, please refer to our Terms of Use and Risk Warning. By using the third-party website ("TPW"), you accept that any use of the TPW will be subject to and governed by the terms of the TPW. Unless expressly stated in writing, OKX TR and its affiliates (“OKX TR”) are not in any way associated with the owner or operator of the TPW. You agree that OKX TR is not responsible or liable for any loss, damage and any other consequences arising from your use of the TPW. Please be aware that using a TPW may result in a loss or diminution of your assets. Product may not be available in all jurisdictions.
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