What could affect the price of JUP?
Jupiter’s price is caught between the growth of Solana’s decentralized finance (DeFi) ecosystem and the risks of token dilution.
- Jupiter Lend Launch (Positive) – Offering high-value loans could increase fees and token buybacks.
- Token Unlocks (Negative) – 53 million JUP tokens ($27.5 million) will become available on August 28, which could dilute the market.
- DAO Governance Pause (Mixed) – Pausing community voting simplifies decisions but may reduce trust.
Deep Dive
1. Jupiter Lend Launch (Positive Impact)
Overview:
Jupiter Lend is set to fully launch in late August 2025. It will offer loans with a loan-to-value (LTV) ratio of up to 95% on the Solana blockchain, which is much higher than typical industry standards. The platform charges fees between 0.1% and 1%, and half of these fees will be used to buy back JUP tokens through the Litterbox Trust, which currently holds 62 million JUP tokens—a 221% increase from the previous quarter.
What this means:
If Jupiter Lend gains traction, it could create a positive feedback loop: more fees lead to more token buybacks, which reduces selling pressure on JUP. Solana’s DeFi market currently holds $12.27 billion in total value locked (TVL) (Bitget), offering room for growth. However, Jupiter faces strong competition from Kamino, which has $2.67 billion in TVL.
2. Token Unlocks & Inflation (Negative Impact)
Overview:
On August 28, 53.47 million JUP tokens (about 1.28% of the total supply) will be unlocked, mainly for team members and key stakeholders. This follows a $32 million unlock in July, where 42% of the tokens were absorbed by the market without causing a major price drop. However, the Active Staking Rewards (ASR) program recycles unclaimed airdrop tokens instead of burning them, which could increase token supply and dilute value.
What this means:
Past data shows that JUP’s price fell 19% after a token unlock in March 2025. Since only 42% of the total supply is currently circulating, ongoing demand will need to absorb roughly $620 million worth of future unlocks through 2027 (MEXC) to prevent downward pressure on the price.
3. DAO Governance Pause (Mixed Impact)
Overview:
The decentralized autonomous organization (DAO) voting is paused until 2026 after a controversial decision shifted token allocation between the team and community to 53% and 47%, respectively. While this pause reduces selling pressure from governance activities, it also centralizes decision-making. Notably, 70% of proposals in Q2 focused on marketing budgets rather than improving the core product.
What this means:
While this pause may stabilize the price in the short term, it could harm the project’s reputation for decentralization. How the community regains control over tokenomics after 2026 will be important for Jupiter’s long-term value as a governance token.
Conclusion
Jupiter’s future depends on whether Solana’s DeFi growth—especially through Jupiter Lend—can outpace the risks from token unlocks and inflation. The $0.51 to $0.63 price range, which acted as support and resistance in July, will be a key test. Pay close attention to how the market absorbs the August 28 token unlock and how Jupiter Lend’s TVL grows by September. If the unlocks don’t translate into increased liquidity and usage, bearish trends could return.
Can Jupiter’s product momentum overcome its governance and supply challenges in a competitive DeFi market?
What are people saying about JUP?
The Jupiter (JUP) community is divided between excitement about decentralized finance (DeFi) opportunities and concerns about token dilution, all while Solana’s growth supports the overall market. Here’s what’s trending:
- Positive outlook on Jupiter Lend’s 90% loan-to-value (LTV) loans
- Debates over token unlocks causing dilution worries
- Concerns about decentralization as DAO governance is paused
Deep Dive
1. @JupiterExchange: Launch of Jupiter Lend boosts hopes for a DeFi super-app 🚀 bullish
“Jupiter Lend’s private beta offers loans with up to 95% LTV, and half of the fees go toward buying back JUP tokens.”
– @JupiterExchange (1.2M followers · 850K impressions · August 10, 2025, 1:11 PM UTC)
View original post
What this means: This is a positive sign for JUP. Offering high LTV loans could attract traders who want to borrow more against their assets, increasing revenue for Jupiter and creating buyback pressure on the token. However, success depends on how well Jupiter competes with Kamino Finance, which currently holds $2.67 billion in total value locked (TVL).
2. @ali_charts: JUP faces resistance at $0.63 after token unlocks 📉 mixed
“JUP is struggling to break past $0.63 — if it closes above this, the next target is $0.76.”
– @ali_charts (480K followers · 2.1M impressions · July 29, 2025, 8:47 PM UTC)
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What this means: The outlook is mixed. Technical indicators like the Money Flow Index (62.70) show strength, but the recent unlocking of 53.47 million JUP tokens (worth about $32 million) on July 28 caused the price to dip to $0.54. Still, the token recovered by 16% over the month, showing resilience.
3. Reddit/Telegram: DAO governance pause until 2026 raises concerns 🚩 bearish
“Freezing governance centralizes control since the team now holds 53% of tokens after a March 2025 proposal.”
– Community forums (15K+ active users · July 31, 2025, 7:30 PM UTC)
What this means: This is a negative sign for the long term. Pausing voting reduces community trust and centralizes power, even if it temporarily lowers selling pressure. After governance disputes, JUP’s price dropped 75% in the first quarter of 2025.
Conclusion
The sentiment around JUP is mixed. On one hand, Solana’s growing ecosystem ($12 billion TVL, up 23% month-over-month) and Jupiter Lend’s new features offer strong growth potential. On the other hand, token unlocks and governance issues create risks of dilution and loss of decentralization. Keep an eye on the JUP buyback rate from Lend fees (aiming for 50% of $82.4 million Q2 revenue) compared to the ASR staking inflation (215 million unclaimed tokens being recycled). The key price levels to watch are $0.51 for support and $0.63 for resistance, which will give clues about the token’s direction.
What is the latest news about JUP?
Jupiter is growing its platform while improving security, giving JUP stakers new benefits. Here’s what’s new:
- Meteora Airdrop for JUP Stakers (September 17, 2025) – JUP stakers received $MET tokens as rewards, encouraging loyalty.
- PreStocks Partnership (August 6, 2025) – You can now trade tokenized pre-IPO stocks like SpaceX on Jupiter.
- Token Verification v4 Launch (August 2, 2025) – New verification rules cut fake token listings by about 40%, making the platform safer.
Deep Dive
1. Meteora Airdrop for JUP Stakers (September 17, 2025)
What happened: Jupiter rewarded people who stake JUP tokens with $MET tokens from Meteora. This rewards users who hold their tokens longer and helps Jupiter connect more with Solana’s decentralized finance (DeFi) community.
Why it matters: This encourages more people to stake JUP, which can reduce selling pressure on the token. It also strengthens Jupiter’s relationship with Meteora, a key partner providing liquidity (the ability to easily buy and sell tokens). However, how valuable these rewards are depends on how popular $MET becomes.
(WhatUCookYouEat)
2. PreStocks Partnership (August 6, 2025)
What happened: Jupiter teamed up with PreStocks to let users trade tokenized shares of companies before they go public, like SpaceX and OpenAI. This is available through a special trading section and a mobile app.
Why it matters: This move expands Jupiter beyond just cryptocurrencies, offering access to traditional financial assets in a new way. It could attract bigger investors, like institutions. But tokenized stocks face regulatory challenges, which could affect how smoothly this grows.
(PreStocksFi)
3. Token Verification v4 Launch (August 2, 2025)
What happened: Jupiter updated its token verification process, making it stricter by requiring better audits and liquidity. This cut down fake or scam token listings by about 40% in the first week.
Why it matters: Safer trading means more trust from everyday users and fewer scams. On the flip side, tougher rules might slow down how quickly new tokens can be added to the platform.
(JupiterExchange)
Conclusion
Jupiter is blending decentralized finance with traditional investing while boosting security. The PreStocks partnership shows promise but will need to handle regulatory hurdles carefully. Keep an eye on the upcoming Jupiter Lend launch in Q4, which aims to make Jupiter a one-stop super-app for finance.
What is expected in the development of JUP?
Jupiter’s roadmap is focused on improving its technology, rewarding its community, and growing its overall ecosystem.
- Jupnet Testnet Launch (Early Q4 2025) – A new network designed to connect different blockchains, making it easier to move assets across them.
- Next Jupuary Airdrop (January 2026) – Annual token giveaway to active users and those who stake their tokens.
- Decentralized Economy Vision (2026 and beyond) – Expanding JUP’s role from just governance to becoming a full-fledged digital currency for various financial uses.
Deep Dive
1. Jupnet Testnet Launch (Early Q4 2025)
What it is: Jupnet is a network that connects Solana with other blockchains, allowing users to swap tokens across different platforms smoothly. The public testnet will let developers test these features and improve how liquidity moves between chains (Jupiter Q2 Report).
Why it matters: This is positive for JUP because better cross-chain functionality can attract more users and projects. However, there’s a risk of delays or strong competition from other similar projects.
2. Next Jupuary Airdrop (January 2026)
What it is: Every year, Jupiter distributes JUP tokens to users who actively use the platform or participate in governance. In 2026, 700 million JUP tokens will be given out based on activities like swapping tokens, staking, or contributing to the community (Genesis Post).
Why it matters: In the short term, this could lead to some selling pressure as recipients might sell their tokens. But in the long run, it encourages ongoing engagement and loyalty.
3. Decentralized Economy Vision (2026 and beyond)
What it is: Jupiter plans to develop JUP into a digital currency that supports more than just governance—think lending, trading derivatives, and tokenizing real-world assets. This vision includes projects like Jupiter Lend (currently in beta) and partnerships to bring real assets onto the blockchain.
Why it matters: If successful, this could significantly increase JUP’s use and value. However, it depends on clear regulations and Solana’s ability to handle growth. There’s also a risk of too many similar projects competing in decentralized finance (DeFi).
Conclusion
Jupiter’s roadmap combines near-term technical improvements with a long-term goal of making JUP a key financial tool. Success will depend on how well they implement cross-chain features and maintain community trust through transparent token management. The big question: can JUP’s growing usefulness outweigh the impact of yearly token giveaways?
What updates are there in the JUP code base?
Jupiter’s platform received major updates in 2025, improving its security, token verification, and API systems.
- Token Verification v4 (August 2025) – Cut fake token listings by 40% through tougher audits.
- Dev Tokens Tab (July 2025) – Tracks tokens created by the same wallets to spot potential scams.
- API Overhaul (June 2025) – Retired old APIs and introduced new ones focused on better performance for paid users.
Deep Dive
1. Token Verification v4 (August 2025)
What happened: Jupiter made its token listing process stricter by requiring audits and checking liquidity pools. This helped reduce fake or scam tokens by about 40% in the first week. The system flags suspicious tokens before they appear on the platform, making trading safer.
Why it matters: Safer trading environments can attract more everyday users and lower the chance of regulatory problems, which is good news for Jupiter (JUP). (Source)
2. Dev Tokens Tab (July 2025)
What happened: A new feature was added that tracks wallets launching multiple tokens, especially those showing signs of “rug pulls” (scams where developers abandon a project and take investors’ money). It analyzes wallet activity and token behavior to warn users about risky assets.
Why it matters: This feature improves user safety but doesn’t directly increase trading volume or fees, so its impact on Jupiter (JUP) is neutral. (Source)
3. API Overhaul (June 2025)
What happened: Jupiter retired older APIs (Price V2 and Token V1) and moved users to a newer API version (V3) that includes better tools like outlier detection. Paid users now access api.jup.ag with higher limits, while free users face stricter limits on lite-api.jup.ag. Some old API endpoints were replaced, which means developers had to update their integrations.
Why it matters: This update is positive for Jupiter (JUP) in the long run because it offers more robust APIs that can attract bigger, institutional partners. However, the transition might be challenging for smaller developers. (Source)
Conclusion
Jupiter’s 2025 updates focus on improving security, scalability, and trust—essential for maintaining its position as a leading DeFi platform on Solana. The stricter token checks and modernized APIs set the stage for growth, but it remains to be seen if all developers will switch to the new system before support for the old one ends.
Why did the price of JUP go up?
Jupiter (JUP) increased by 10.13% in the last 24 hours, outperforming its 7-day gain of 6.29% and 30-day gain of 17.57%. This rise is linked to positive developments in Solana’s decentralized finance (DeFi) space and new updates to Jupiter’s platform. The main factors driving this growth are:
- Jupiter Lend Beta Launch – The private beta of a new lending platform started on August 6, sparking interest in DeFi.
- Solana Ecosystem Growth – Solana’s total value locked (TVL) reached $12.27 billion in September 2025, boosting capital flow into JUP as the leading decentralized exchange (DEX) aggregator on Solana.
- Technical Breakout – JUP’s price surpassed a key resistance level at $0.57, with technical indicators suggesting room for further gains.
Deep Dive
1. Jupiter Lend Beta Launch (Positive Outlook)
Overview:
On August 6, 2025, Jupiter introduced the private beta of Jupiter Lend, a lending platform offering loans up to 95% of the collateral value (loan-to-value or LTV) and very low penalties for liquidation. The full public release is expected by the end of August and will include features like Multiply vaults and rewards for partners.
Why it matters:
- High LTV loans may attract borrowers looking to leverage their assets, increasing demand for JUP as collateral.
- The platform’s integration with tokenized pre-IPO stocks (like SpaceX and OpenAI) through PreStocksFi adds new use cases and could attract institutional investors.
- Security measures like audits and limits on vault sizes ($1 million each) help reduce risks and build trust.
What to watch:
The timing of the public launch and whether staking JUP will offer rewards linked to lending activity.
2. Solana Ecosystem Momentum (Positive Outlook)
Overview:
Solana’s TVL jumped to $12.27 billion in September 2025, a 57% increase since June, according to Bitget. Jupiter handles about 80,000 swaps daily on Solana, benefiting from the network’s growing activity.
Why it matters:
- As Solana’s main liquidity provider, JUP is well-positioned to benefit from increased DeFi usage.
- The Altcoin Season Index rose to 76 (up 7% in 24 hours), indicating more investment flowing into high-risk, high-reward tokens like JUP.
3. Technical Breakout (Mixed Outlook)
Overview:
JUP’s price moved above its 7-day simple moving average ($0.5367) and a key Fibonacci retracement level ($0.5478). The MACD indicator also turned positive, signaling upward momentum.
Why it matters:
- Short-term traders see this as a bullish sign, but the Relative Strength Index (RSI) at 59.53 suggests the token is approaching overbought levels, which could lead to a price pullback.
- The next resistance level is at $0.609. If JUP closes above this, it could aim for $0.65 to $0.69.
Conclusion
JUP’s recent price increase reflects optimism about its new lending platform, Solana’s strong DeFi growth, and positive technical signals. However, the token faces a key resistance zone around $0.60 to $0.61, where some investors might take profits.
Key point to watch: Will JUP maintain buying momentum after the public launch of Jupiter Lend, or will upcoming token unlocks (such as 53.47 million JUP tokens becoming available in late August) cause price swings?