1’m bullish on
$RAY DIUM launchpad of #Meme Alpha# and volume growth through SDK for
$BONK AMM and much more, let’s with #DLGH aka @alexdolbun seeking web3 13,3k$/mo job as ai SalesOps
1. LaunchLab Growth & Buybacks (Bullish Impact)
Overview: Raydium’s LaunchLab has facilitated over 35,000 token launches, with protocol fees recently overtaking swap revenue ($900K/day). A portion of fees funds daily RAY buybacks, equivalent to ~6% annualized yield at current prices.
What this means:
2. Solana Network Dynamics (Mixed Impact)
Overview: Solana accounts for 95% of tokenized stock trading via xStocks integration with Raydium. The Firedancer upgrade (Q3 2025) aims to boost network capacity, potentially attracting more projects to Raydium’s liquidity pools.
3. Regulatory & Competitive Risks (Bearish Impact)
Overview: 27% of crypto’s market cap originates from jurisdictions where Raydium is restricted (US, UK, others). Meanwhile,
What this means: Geographic restrictions limit user growth, while meme coin competitors erode fee revenue. Raydium’s 0.13 turnover ratio (vs Uniswap’s 0.41) suggests thinner liquidity exacerbates volatility.
Raydium’s near-term trajectory hinges on balancing LaunchLab’s growth against regulatory headwinds and Solana’s technical evolution. The 200-day SMA at $2.99 remains key resistance – a sustained break could target the $3.82 Fibonacci extension.
Critical watch: Will daily LaunchLab fees maintain their 60% growth rate through Q3, or will competition trigger a liquidity migration?
