Jupiter (JUP)

The DEX vs Aggregator argument is fading. The real shift is pool ownership → order-flow ownership. - @JupiterExchange is routing ~$37B/month in volume. - @Uniswap earnings are exploding. Different positions in the stack. Same conclusion: Control the flow, capture the value. Liquidity is becoming a commodity. Distribution and routing are becoming the moat.

🟢 Voting is Important Get involved in the vote on @jup_dao, this starts next Tuesday. Stop emissions Continue emissions You vote, you decide, links below. @JupiterExchange

@Uzzynaire https://t.co/myvbrOwrbR https://t.co/lOzkiOygbk

JUP Rally just finished, and here are the key points to note. A new vote will soon take place in the DAO, which will determine the next steps regarding Jupuary 2026. No final decision yet. The community will set the direction. Two options are being discussed: Option 1⃣: ▫️Proceed as planned ▫️Checker airdrop opens around Feb 28 ▫️Jupuary distribution starts March 7 ▫️Airdrop 200 million $JUP + 200 million bonus pool ▫️300 million allocated for JupNet incentives Option 2⃣: ▫️Delay and restructure ▫️Postpone Jupuary until an unspecified time ▫️Return tokens to Community Multisig ▫️Stop Team Reserve emission ▫️Balance Mercurial stakeholder emission (given current market conditions) ⚠️ Important context: Jupuary was originally approved through governance DAO, so any delay or change must also be decided through the same mechanism. This is not a unilateral decision by the team. The final outcome is determined by $JUP stakers. ⁉️Will you choose to continue distribution in March, or delay and restructure?

What will you be voting for regarding Jupuary? Postpone Jupuary & pause team emissions? Or proceed with the airdrop as planned? Both paths have real trade‑offs 👇 1⃣ Option 1: Rip The Band‑Aid Off ✅ Complete the airdrop 👉 Fairer to those who focused on (high) activity ✅ Enter new bull market with major unlocks behind us 👉 Jupuary fully distributed 👉 Including 200M bonus pool 👉 Mercurial emissions fully ended (Dec '26) 2⃣ Option 2: Net‑Zero Emissions ✅ Snapshot preserved for potential future DAO release ✅ Pause team emissions ✅ Mercurial emissions absorbed through buybacks ✅ No new net supply pressure ✅ Give $JUP room to stabilise in a weak market ✅ Important to note 👉 ASR continues as usual (50M $JUP each Quarter) 3⃣ It comes down to this: ✅ Clear the unlock overhang now OR ✅ Freeze emissions & reset supply for the foreseeable future - and stabilise the token. What is your view? Or preferred option?

The worst market conditions I’ve experienced and some of my best trades so far Girls can trade too, vlog coming soon! One @jup_mobile and a dream. https://t.co/BzVDgYGmox

The $JUP Rally sent shockwaves through the Jupiter community 🪐 Do we proceed with Jupuary - or pause emissions indefinitely? And what happens to ASR rewards? I went through the full livestream & summarised the key insights. So you know exactly what you’re voting on 🧵👇 1️⃣ What The Rally Actually Confirmed ✅ This is a real @jup_dao decision 👉 Not a unilateral team move 👉 Jupuary was DAO-approved before 👉 Any change must go through the DAO again ✅ The vote is clearly framed 👉 Option 1 = Proceed with Jupuary 👉 Option 2 = Pause team emissions + postpone Jupuary indefinitely ✅ The timeline is locked in 👉 Discussion live now 👉 Town Hall Feb 16 👉 Vote Feb 17–21 ✅ ASR continues either way 👉 50M $JUP per quarter 👉 Same structure as today 👉 Staking rewards are NOT being removed 👉 “Net zero emissions” does NOT include ASR 2️⃣ Option 1 - Execute Jupuary Now ✅ The execution‑first path 👉 Checker ~ Feb 28 👉 Airdrop ~ Mar 7 👉 Deliver exactly what was planned ✅ The strongest argument 👉 Credibility & consistency 👉 Users positioned around Jupuary 👉 “We committed - we deliver” ✅ The real market risk? 👉 Near‑term supply enters a weak market 👉 Adds potential sell pressure 👉 Can quickly turn into “exit liquidity” optics 3️⃣ Option 2 - Go Net Zero ✅ The core idea 👉 No net new supply hitting the market 👉 Immediate shift in $JUP supply dynamics ✅ What it actually includes 👉 Pause team emissions (~50M/month cited) 👉 Postpone Jupuary & return ~700M $JUP to cold multisig ◆ Offset Mercurial stakeholder emissions via buybacks if they sell ✅ Why this is a strong signal 👉 Jupiter becomes a structural $JUP accumulator 👉 Clear supply reset narrative: “No net new emissions” 👉 Clear, simple supply story 4️⃣ Why There’s No Hybrid Option ✅ The objective of Option 2 is very specific 👉 Net zero emissions indefinitely 👉 Not “reduced emissions” 👉 Not “offset most of it” 👉 Zero net new supply hitting the market ✅ Jupuary itself is a major emission event 👉 ~700M $JUP enters circulation 👉 Even if team emissions pause 👉 Circulating supply still expands materially 👉 That directly breaks the “net zero” framing ✅ A hybrid sounds simple - but it changes the thesis 👉 “Do Jupuary but pause team” still expands supply now 👉 It becomes partial dilution reduction ◆ It’s no longer a supply reset ◆ It becomes “less dilution” - not “zero emissions" 5️⃣ My Personal View ✅ Option 1 - Rip The Band‑Aid Off 👉 Get the distribution over with 👉 Jupuary done 👉 Mercurial emissions end December 2026 👉 200M bonus pool unlock completes 👉 We enter 2027 with major unlocks behind us ✅ Option 2 - Stabilise First 👉 Snapshot preserved for potential future release 👉 Pause team emissions 👉 Mercurial emissions absorbed through buybacks 👉 No new net supply pressure 👉 Let the token stabilise in a weak market ✅ Both are defensible - it comes down to this: 👉 Clear the unlock overhang now 👉 Or protect the floor & reset supply 👉 Vote based on which future you believe is stronger 🔚

jupiter goes green https://t.co/XPxgbuPK2h