Solana DeFi is Undervalued: 4 Coins to Watch @TheLarkDavisShow
Solana DeFi is Undervalued: 4 Coins to Watch  @TheLarkDavisShow
Uploaded July 2026 | Updated September 2026, 3 weeks ago
Grayscale just put it in writing. Solana DeFi is undervalued. Ethereum DeFi is overvalued.

Four protocols. All under a billion in market cap. All generating real revenue. All with major catalysts either live or weeks away β€” sitting at prices that reflect maximum pessimism rather than the businesses they've actually built.

Meteora is capturing structural Solana growth with a 25% monthly revenue growth rate. Jito is launching a trading platform with 80% fee buybacks this month. Backpack just became tri-licensed across all 27 EU countries. Jupiter has zero unlocks, aggressive buybacks, and multiple catalysts landing simultaneously.

I own one of these. I'll tell you which one. Nobody paid me for any of it.

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0:00 Grayscale Just Confirmed It
0:42 The Revenue Multiple Mispricing
2:03 Meteora The Picks And Shovels
4:51 Jito And The JTX Launch
6:31 Backpack The EU License Play
8:07 Jupiter The One I Own
9:36 The Window Is Closing

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Solana DeFi is Undervalued: 4 Coins to Watch

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