Latest Meteora (MET) News Update

Deep Dive

1. @WisdomMatic: Bullish on revenue and valuation bullish

"Good to see $MET catching bids. 150m annualized revenue is pretty insane. 300m FDV is a joke and should be higher." – @WisdomMatic (246.6K followers · 16 Jan 2026 13:41 UTC) View original post What this means: This is bullish for $MET because it frames the token as fundamentally undervalued based on its revenue generation, a key metric for DeFi protocols. It suggests strong upside potential if the market re-rates MET to match its peers.

2. @gm365: Frustrated by post-launch price decline bearish

"盘前 $1.5 这个虚无缥缈的价格锚定，让我觉得开盘的 $0.65 纯属低开... 我准备卖掉一部分 MET 了。因为： I'm tired, boss." – @gm365 (25.7K followers · 16 Jan 2026 13:35 UTC) View original post What this means: This is bearish for $MET as it highlights the psychological impact of a steep post-TGE decline and signals potential ongoing sell pressure from disillusioned early holders anchored to higher pre-market prices.

3. @MeteoraAG: Project narrative of alignment and opportunity bullish

"The future will be tokenized, and $MET will power these 3 LP's to lead the way. $MET is about creating opportunities for everyone..." – @MeteoraAG (210.5K followers · 29 Oct 2025 22:50 UTC) View original post What this means: This is bullish for $MET as the core team consistently reinforces a long-term vision where the token is central to the protocol's utility and growth, aiming to foster holder confidence and ecosystem alignment.

Conclusion

The consensus on $MET is mixed but leaning constructive. A core bullish argument hinges on strong fundamentals (revenue, buybacks), while bearish sentiment stems from the painful price correction since its October 2025 launch. The key metric to watch is protocol revenue trends, as sustained growth is needed to justify the aggressive buyback program and support a higher valuation.

Deep Dive

1. Aggressive Buyback & Comet Points (10 December 2025)

Overview: At the Met Dhabi event, Meteora announced its Q4 2025 strategy, spending $10.6 million USDC—88% of its quarterly revenue—to buy back 2.3% of the total MET supply. Concurrently, it launched Comet Points, a non-tradable loyalty system where users earn points by staking MET and using products, redeemable for airdrops, presale access, and other perks. What this means: This is bullish for MET because it directly ties protocol revenue to tokenholder value, aiming to offset quarterly token unlocks and create artificial scarcity. However, its sustainability depends on Meteora maintaining or growing its revenue streams. (NullTX)

2. Leads 2025 DeFi Fee Rankings (3 January 2026)

Overview: Data reported by PANews shows Meteora generated $1.25 billion in total fees in 2025, ranking first among all DeFi protocols, ahead of Jupiter and Uniswap. What this means: This is a strong fundamental signal, demonstrating the protocol's dominant market share and real economic activity on Solana. High fee generation supports the rationale for continued buybacks and value accrual to MET. (Binance Square)

3. Major Exchange Listings (14 November 2025)

Overview: Following its October 2025 launch, MET was listed on Binance Spot, accompanied by a promotional campaign offering token vouchers. It also became available for trading on the Crypto.com App. What this means: These listings significantly improved liquidity and access for a broader investor base, moving beyond Solana-native DEXs. Enhanced CEX presence typically reduces barriers to entry and can support price discovery. (Binance)

Conclusion

Meteora is pivoting towards a mature, revenue-driven model, using buybacks and user incentives to build long-term value after a volatile launch. Will sustained fee generation be enough to counter dilution and drive a price re-rating?

Deep Dive

1. Major DLMM Upgrade (Q1 2026)

Overview: The team announced its "biggest upgrade ever" to its core Dynamic Liquidity Market Maker (DLMM) for Q1 2026 (Meteora). Key features include native on-chain limit orders, the ability for LPs to earn fees in a single token (e.g., SOL or USDC), and a zapping function for one-click entry into pools. The upgrade also promises an improved user interface with integrated charts and a new rebalancing tool.

What this means: This is bullish for MET because it directly enhances the core utility for its user base—liquidity providers—by making advanced strategies more accessible and capital-efficient. However, successful and timely delivery is critical, as delays or technical issues could dampen the positive impact on user growth and protocol revenue.

2. Compounding the 3LPs Flywheel (2026)

Overview: Following the MET token launch, the team's strategy for 2026 is to compound its "3LPs" model: Liquidity Pools, Launchpads, and Liquidity Providers (Meteora). The goal is to refine the product toolkit for easier LPing, raise the quality of token launches, and create more pathways for community growth through education, analytics, and roles like content creation.

What this means: This is neutral-to-bullish for MET as it represents a long-term, ecosystem-focused vision rather than a single catalyst. Success depends on execution—sustaining high-quality launches and growing the "LP Army" are necessary to drive consistent fee revenue, which funds value-accrual mechanisms like token buybacks.

Conclusion

Meteora's roadmap is strategically focused on strengthening its core liquidity infrastructure and nurturing its provider community, aiming to create a sustainable flywheel of activity. Will execution in a challenging macro environment allow this flywheel to gain sufficient momentum in 2026?

Deep Dive

1. DBC SDK v1.5.0 & Protocol v0.1.8 (21 January 2026)

Overview: This update upgraded the Dynamic Bonding Curve (DBC) software development kit to version 1.5.0 and the underlying protocol to v0.1.8. It provides developers with improved tools for launching and managing tokens on Solana.

The changes are part of the feat/dbc-0.1.8 branch merge, indicating a feature addition rather than a simple bug fix. This suggests ongoing development of Meteora's token launchpad and bonding curve infrastructure, which are central to its "Meteora Invent" product suite for new projects.

What this means: This is bullish for $MET because it strengthens the developer tools that attract new projects to launch on Meteora. More projects using the platform can drive higher trading volume and fee revenue, which directly benefits the ecosystem and token utility. (Activity · MeteoraAg/meteora-invent)

2. DAMM V2 Refresh Vesting Action (21 January 2026)

Overview: This commit introduced a new "refresh vesting" action specifically for the Dynamic Automated Market Maker version 2 (DAMM V2). It allows for the management of token vesting schedules directly within liquidity pools.

This feature enables more sophisticated liquidity strategies, letting liquidity providers and project teams better control how tokens are released into a pool over time. It's a technical enhancement that adds flexibility to Meteora's flagship AMM.

What this means: This is bullish for $MET because it makes providing liquidity more powerful and customizable. Better tools can attract more capital (TVL) to the protocol, increasing its fee generation and solidifying its position as a leading Solana DEX. (Activity · MeteoraAg/meteora-invent)

3. React Security Vulnerability Patch (7 December 2025)

Overview: This was a critical security update that patched a known vulnerability in the React library, a key component used in building web interfaces. The fix was applied across the project to prevent potential exploits.

Such updates are essential maintenance that protect the front-end applications users interact with, safeguarding against data breaches or malicious attacks. The team's prompt response highlights a commitment to security.

What this means: This is neutral for $MET because it represents essential operational maintenance rather than a new feature. However, it positively reflects the team's diligence in protecting the platform and its users, which is crucial for long-term trust and adoption. (Activity · MeteoraAg/meteora-invent)

Conclusion

The latest codebase activity reveals a balanced focus on advancing core protocol features for developers and liquidity providers while upholding critical security standards. This indicates a mature development cycle aimed at both growth and stability. Will the enhanced DBC tools catalyze a new wave of token launches on Meteora in the coming quarter?