Core Insights - The CES 2026 showcased a significant dominance of Chinese companies in the robotics sector, with 149 out of 598 exhibitors being Chinese, accounting for nearly one-quarter of the total [1] - In the humanoid robot segment, 21 out of 38 exhibitors were from China, representing over half of the participants [1] - The event highlighted advancements in various applications of humanoid robots, including industrial, commercial, and home companionship [2][8] Group 1: Company Highlights - Companies like Yushu Technology and Zhiyuan Robotics demonstrated their capabilities in motion control and application scenarios, showcasing robots capable of dance and combat [4] - The Beijing Humanoid Robot Innovation Center made its debut, emphasizing the importance of showcasing the practical capabilities of humanoid robots to enhance international influence [8] - The company Lingqiao Intelligent presented its high-performance dexterous hand, significantly reducing costs to make it more accessible for research institutions and startups [10] Group 2: Technological Advancements - The event featured robots that integrated advanced AI capabilities, such as language interaction and autonomous sorting, demonstrating their practical applications in real-world scenarios [6][7] - Breakthroughs in tactile technology were showcased, with companies like Pasini Sensory Technology presenting advanced multi-dimensional tactile sensors [11] - The development of world models as data engines in embodied intelligence was highlighted, indicating a shift towards more sophisticated evaluation and reinforcement learning environments [11] Group 3: Market Expansion and Sales - The CES 2026 served as a critical platform for Chinese robotics companies to expand their global market presence, with several companies reporting immediate sales during the event [8] - Companies like Songyan Power are shifting their focus from product display to commercial implementation, targeting key regions for market expansion [8] - The event underscored the importance of a well-defined and efficient industrial ecosystem, indicating a maturation of the robotics industry [9][12]

Core Insights - 2025 marked a significant breakout year for Solana, evolving from a high-throughput blockchain to a comprehensive financial ecosystem characterized by real revenues, deep liquidity, and sustained trading activity [1] Application Revenues - Applications on Solana generated a total of $2.39 billion in revenue in 2025, representing a 46% year-on-year increase and setting a new all-time high [2] - Seven applications surpassed the $100 million revenue mark, including Pump.fun, Axiom Exchange, Meteora, Raydium, Jupiter, Photon, and BullX [2] - Projects earning under $100 million collectively generated over $500 million, indicating a diverse revenue generation across the ecosystem [3] Network Performance - Solana's network revenue reached $1.4 billion, a forty-eight-fold increase over two years [4] - The network processed 33 billion non-vote transactions, or 116 billion including votes, averaging over 1,050 non-vote transactions per second [4] - Daily active wallets averaged 3.2 million, a 50% increase year-on-year, with over 725 million new wallets executing transactions [5] - Average transaction fees fell to $0.017, with median fees near one-tenth of a cent [5] Asset and Institutional Activity - Stablecoin supply on Solana ended the year at $14.8 billion, more than doubling year-on-year, with $11.7 trillion of stablecoins transacted across the network [6] - Tokenized equities launched with a supply of $1 billion and trading volume of $651 million [6] - Bitcoin-related trading volume surged fivefold to $33 billion, with on-chain BTC supply doubling to $770 million [6] - Staked SOL reached a new high of 421 million tokens, and Solana-linked exchange-traded products saw $1.02 billion in net inflows, indicating increased institutional engagement [7] Trading Volume and Market Dynamics - Decentralized exchange (DEX) volume reached $1.5 trillion in 2025, a 57% year-on-year increase [8] - SOL-stablecoin pairs accounted for $782 billion in trading volume, with twelve DEXs processing over $10 billion each [8] - Automated market makers captured more than half of aggregator volume, while memecoin trading generated $482 billion in volume [9] - Launchpads doubled their revenues to $762 million, facilitating the creation of 11.6 million tokens [9]

Core Insights - Solana DEX's spot trading volume has surged to over $1.7 trillion year-to-date, surpassing Bybit to become the second-largest DEX, only behind Binance [1] - Approximately 22% of Solana DEX's total trading volume is attributed to atomic arbitrage via Jupiter, with projections suggesting that this could rise to 50% as more bundled arbitrage activities are added [1]

Group 1 - The core narrative for 2025 in the crypto space is Wall Street's full embrace of cryptocurrency, with banks and major companies actively engaging with stablecoins and tokenized assets [1] - The growth of decentralized finance (DeFi) platforms, such as Hyperliquid, and Coinbase's integration of Jupiter, a decentralized trading aggregator, indicates a significant shift towards decentralized exchanges capturing a larger share of the crypto trading volume [2] - The CEO of Maple Finance suggested that "DeFi is dead," indicating that on-chain trading has grown to a level where it may overshadow traditional financial systems, although this perspective may be premature [3] Group 2 - The term "decentralized" is becoming increasingly ambiguous, as traditional financial institutions like JPMorgan and BlackRock are launching on-chain money market funds, which raises questions about the original intent of democratizing finance through blockchain technology [4] - The use of blockchain by established corporations to facilitate transactions, such as commercial paper trading, contrasts with the initial vision of creating more democratic financial systems, leading to a sense of disillusionment among blockchain enthusiasts [4]

what are the main reasons why one might use axiom/other terminals over jupiter/dflow/titan or vice versa for trading? ...

Overview - Jupiter is powering Coinbase on Solana [1] - Jupiter offers best price, full token selection, and seamless integration [1] Integration - Users are encouraged to integrate Jupiter [1]

Coinbase announced that it will list Plume (PLUME) and Jupiter (JUPITER) for spot trading on December 9, 2025. Plume is a full-stack blockchain focused on RWA, while Jupiter is a Solana-based DEX aggregator. The related trading pairs will open once liquidity conditions are met. https://t.co/EYNgG6FfnA ...

humidifi processes $1-2b daily through jupiter with $10m tvl. that's 200x capital efficiency or the greatest wash trading operation on solana. $wet launches dec 3rd and $jup stakers get priority access at discount. you're buying into a protocol that already routes 90% of its volume through the same platform giving you the allocation. tokenomics inception ...

RT jez (equity perps era) (@izebel_eth)good practice to thank the protocols/founders i use daily:✨thank you hl✨✨thank you lighter✨✨thank you variational✨✨thank you defillamaswap✨✨thank you aave✨✨thank you pendle✨✨thank you jumper/lifi/debridge/across✨✨thank you jupiter✨and many more ...

RT Jupiter (🐱, 🐐) (@JupiterExchange)Tomorrow, you'll be able to buy Monad directly on Solana earlier than most major exchanges.Just use DeFi.Just use Jupiter. ...