Original | Odaily Planet Daily (@OdailyChina)

Author | Azuma (@azuma_eth)

The Solana ecosystem's re-staking & SVM project Solayer officially launched its TGE on February 11. Although the overall price performance did not meet market expectations, many early staking users still earned considerable profits through airdrops.

DeFi data shows that since Solayer began its TGE and airdrop this month, the protocol's TVL has seen a significant decline (from a peak of 2.16 million SOL to the current 1.47 million SOL) — clearly, speculators are targeting the next similar airdrop opportunity to leverage their SOL or stablecoins for more profits.

In the following text, we will recommend several potential funding options based on the theme of "basic earnings + potential airdrops."

Meteora

Meteora is undoubtedly the hottest trading platform in the Solana ecosystem right now.

Meteora's founder, Ben Chow, is also a co-founder of Jupiter. The platform's unique DLMM mechanism has shone brightly during this meme cycle.

Meteora launched a points program early on for liquidity providers, where every $1 of LP funds can accumulate 1 point, and every $1 of fees generates 1000 points — so the interaction logic is quite simple: just form LPs, although the pool formation methods vary based on risk preferences.

• Low-risk preferences can invest funds in various stablecoin trading pairs or major SOL/LSTs trading pairs;

• Medium-risk preferences can invest funds in trading pairs of SOL and other similarly ranked ecosystem tokens, such as SOL/JLP, SOL/JUP, SOL/LAYER, etc.;

• Those willing to accept a higher risk level can try forming trading pairs with currently popular meme tokens, but given that current memes can easily produce "Christmas tree" K-lines, long-term pool formation is not highly recommended.

As risk preferences increase, the potential market-making returns per unit of capital also rise. Additionally, since every $1 of fees can accumulate 1000 points, this return ratio will also be linked to future potential airdrop earnings.

Fragmetric

Fragmetric is another liquidity re-staking project on Solana.

On February 7, Fragmetric announced that it had completed a $7 million seed round of financing, co-led by Finality Capital Partners and Hashed, with participation from Hypersphere, Presto Labs, Bitscale Capital, Halo Capital, and Flowdesk, and support from several angel investors in the Solana and Restaking ecosystems.

Fragmetric has now launched a points activity, opening deposit channels for SOL and JTO, with the SOL pool's TVL at approximately $60 million and the JTO pool's scale at about $9.5 million.

Thanks to the SIMD-96 upgrade (detailed below), depositing SOL in Fragmetric currently offers an APY of 11.18%. However, there is a cooling-off period of about 10 days from the start of unstaking to withdrawal, so users are advised to assess their liquidity needs before depositing.

Odaily Note: After entering the invitation code for Fragmetric deposits, there will be a 10% points acceleration. Users who cannot find an invitation code can try 8IG9QI.

Sanctum

Sanctum is actually a project that has already issued tokens (CLOUD), and it is recommended mainly for two reasons.

The first reason is that Solana activated the SIMD-96 upgrade yesterday, allowing network validators to receive 100% of priority transaction fees (previously 50%), which means that network validators will now earn higher staking rewards.

• Odaily Note: The income sources for Solana network validators mainly include three: 1) inflation; 2) MEV capture; 3) priority fees — SIMD-96 amplifies the third income source.

Sanctum is the liquidity staking protocol that responded the fastest after the SIMD-96 upgrade, sharing the additional earnings with staking users. Including INF, Sanctum's LSTs are expected to achieve higher APYs in the future (currently 11.03%) — in fact, over the past few months, INF's APY has generally exceeded the base staking yield, and the SOL within the Sanctum protocol recently surpassed a new high of 8 million tokens.

The second reason is that Sanctum previously announced it would launch Wonderland Season 2, i.e., the second airdrop activity, and it is expected that the interaction activities during the period from the end of Season 1 to Season 2 will also be retrospectively recorded.

Perena

Perena is a stablecoin project founded by Anna Yuan, the former stablecoin head of the Solana Foundation.

At the end of last year, Perena completed approximately $3 million in Pre-Seed round financing, led by Borderless Capital, with participation from Binance Labs, Primitive Ventures, ANAGRAM, Maelstrom, Breed VC, Temporal, ABCDE Labs, SevenX Ventures, Pivot Global, Miton, Graph Ventures, and others.

Perena had previously completed Season 0 of its points activity, but the community generally reported a poor UI experience at that time. Currently, it may be busy iterating, and Season 1 has not yet started. Similarly to Sanctum, the interaction activities during this gap period will also be retrospectively recorded.

Perena currently only supports stablecoin exchanges and LP market-making. The low base yield of LPs is a disadvantage for Perena, but the overall interaction scale of the protocol is not large, and competition is relatively small. Considering the founder's official background with Solana, there is still a certain expectation for returns.

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