Written by: fabiano.sol
Compiled by: Azuma
Editor's note: The fourth Breakpoint will be held in Singapore from September 20 to September 21, Beijing time. As the largest and most influential ecological conference in the Solana ecosystem (especially considering that the fermentation time of Breakpoint last year was almost highly consistent with the explosive pull cycle of SOL), Breakpoint carries the information exchange expectations of the entire Solana ecosystem for value judgment, future direction, and wealth code.
In the following article, KOL fabiano.sol, who focuses on the Solana ecosystem, summarizes the publicity plans and potential publicity content of major ecological projects during the Breakpoint cycle. For investors who are interested in participating in the Solana ecosystem, this inventory may be regarded as an "upgrade notice" for the second half of the year.
For the Solana ecosystem, Breakpoint has always been a gold mine for obtaining alpha information and early insight clues.
After last year’s presentation, Nosana experienced 400-fold growth.
I checked the list of Solana ecosystem projects that intend to promote during the Breakpoint cycle. The following projects may be expected to rise after the release of good news.
Project 1: Jupiter (JUP)
Jupiter will host several community events during the Breakpoint cycle, the most notable of which may be the keynote speech by co-founder SIONG on September 20th from 11:55 AM to 12:10 PM (UTC+8).
During last year’s Breakpoint cycle, Jupiter announced an airdrop plan, and this year is expected to see another major reveal, perhaps a mobile app or other major product update.
Potential positive developments:
- Jupiter mobile app;
- Other major product updates.
Project 2: Sanctum (CLOUD)
Sanctum not only sponsored several large events during the Breakpoint cycle.
FP Lee, founder of Sanctum, will also speak at the keynote on September 21st at 2:50 - 2:55 pm (UTC+ 8).
This could be an interesting talk with updates on CEX LST.
Potential positive developments:
- Sanctum Wonderland S2;
- LST use case updates;
- CEX LST.
Project 3: Solayer
Jason Li, co-founder of Solayer Labs, will discuss the development of Solayer and issues related to re-staking at 3:30-3:35 pm on September 21st.
Solayer has had some very bullish announcements recently (funding, CEX LST, etc.).
Potential positive developments:
- Re-pledge progress;
- Roadmap updates;
- Tokens and airdrop plans.
Project 4: Wormhole (W)
Since the TGE in April this year, the price of Wormhole’s token has fallen by 85%.
Wormhole co-founders Dan Reecer and Robinson Burkey will give a product keynote and hint at a massive protocol update to come.
Potential positive developments:
- Wormhole Sigma (Appchain);
- Staking (Note: W cannot be staked directly on Solana at this time);
- Roadmap and phase updates.
Project 5: Kamino (KMNO)
Kamino is in a very good stage of development and is expected to become the absolute DeFi center on Solana.
I am personally very bullish on Kamino and its token, they are constantly working to make DeFi better.
On September 21st at 2:35-2:40 pm (UTC+ 8), Kamino co-founder y 2 kappa will give a keynote speech and may announce more Alpha information.
Potential positive developments:
- Product upgrades;
- Roadmap;
- Kamino Lend V2
Project 6: deBridge
Rumor has it that deBridge will be at TGE in September, I personally don't think this will go anywhere until Breakpoint opens.
Alex Smirnov, co-founder of deBridge, will give a product keynote on September 21st at 4:45-5:45 pm (UTC+8).
Potential positive developments:
- TGE plan (including airdrop and other related matters).
Project 7: Tensor (TNSR)
2024 is the most important year for Tensor, and the protocol's co-founder and CTO Richard is not stopping. He will give a speech on September 21st at 5:30-5:35 pm (UTC+ 8).
Potential positive developments:
- Tensor platform upgrade;
- TNSR use case extension.
Project 8: Magic Eden (ME)
Aside from releasing more details about ME’s TGE, any other news from Magic Eden will be a huge surprise, especially at a conference where everyone is talking about your brand and token.
Jack Lu, founder of Magic Eden, will give a speech on September 21st at 12:35-12:45 (UTC+8).
Potential positive developments:
- ME TGE;
- Roadmap updates.
Project 9: Meteora (MET)
Meteora will also host some events during Breakpoint, such as live LP teaching to Meteora’s liquidity providers.
Meteora team member benchow.sol will be participating in a debate on September 20th at 4:20-4:40 PM (UTC+8). I don't think he will be in a rush to move forward with MET, but he may reveal some Alpha information.
Potential positive developments:
- MET Alpha information;
- Liquidity Mining Alpha Information.
Project 10: Flash Trade
Will Flash Trade publish information about the token? That’s a good question.
Flash Trade developer Anas will answer this question and more in his talk on September 21 at 3:35 - 3:40 PM (UTC+ 8).
Potential positive developments:
- Token related information.
Project 11: Birdeye
Birdeye is an on-chain transaction data aggregator… and has no token.
It seems unlikely that Birdeye will issue tokens since they already have another rewards system, but it is not absolute.
It is worth noting that Birdeye is very interested in Solana because its co-founder Kha NT previously worked at Solscan, and he will deliver a keynote speech on September 20th at 11:50-11:55 AM (UTC+8).
Potential positive developments:
- Birdeye Token;
- Platform upgrade (integration with Solana).
Project 12: Solana Mobile
All those who have been waiting for Solana Mobile’s second generation devices are probably going to be excited.
Emmett Hollyer, General Manager of Solana Mobile, will deliver the keynote address from 10:50 - 11:05 AM (UTC+ 8).
Who knows if we will see another miracle on Solana Mobile 2?
Potential positive developments:
- Second generation device.
Other project updates
In addition to the above projects, some other mainstream projects in the Solana ecosystem may also announce major progress during the BreakPoint cycle, including but not limited to Jito may announce more Alpha information about re-staking; Drift Protocol may announce relevant developments about Debate and Events; Helius may also announce some major updates.
