JITO (JTO)

In exactly 1 week, @jito_sol launches its highly anticipated @jtx_trade platform. I keep seeing speculation about what this could do for $JTO - so I broke it down for you 👇 First, what is JTX: Jito's pro trading terminal, focused on onchain limit orders that actually fill. Spot first, then perps via Phoenix. Now the exciting part: → Per Jito's announcement, ~80% of JTX revenue is set to flow to $JTO holders via buybacks → The other ~20% funds platform growth → Final mechanics still have to be locked in More volume on JTX → more revenue → more JTO bought off the market. The token gets directly tied to how well the product does. A real revenue loop. Execution is everything from here. But this setup could be one of the cleanest value-accrual designs coming to Solana right now

➥ Crypto Calendar Week 28/2026 ► July 06 Events: ▸ N/A Unlocks: ▸ N/A Macro: ▸ S&P Global Services PMI ▸ ISM Non-Manufacturing PMI - ► July 07 Events: ▸ @LoadedLions_CDC - Launch of @ManeCityGame Unlocks: ▸ @jito_sol / $JTO - 2.3% Macro: ▸ Japan Coincident Index - ► July 08 Events: ▸ @maplefinance - Q2 Investor Call Unlocks: ▸ @ADIChain_ / $ADI - ~4.9% Macro: ▸ FOMC Minutes - ► July 09 Events: ▸ N/A Unlocks: ▸ @defiapp / $HOME - ~4.7% Macro: ▸ U.S. Initial Jobless Claims - ► July 10 Events: ▸ N/A Unlocks: ▸ N/A Macro: ▸ N/A - ► July 11 (Weekend) Events: ▸ N/A Unlocks: ▸ @carv_official / $CARV - 6.4% - ► July 12 (Weekend) Events: ▸ @Dashpay - ZK Private Tx Mainnet Unlocks: ▸ @Pumpfun / $PUMP - 0.92% ▸ @Aptos / $APTOS - 11.31% ▸ @BounceBitClub / $BB - 9.03% - ► Other Events - @The_DTCC - Tokenization Service targeted for July 2026 Full service launch planned for October. Backed by 50+ firms including BlackRock, Goldman Sachs, JPMorgan. This is a major TradFi bridge to on-chain

➥ Crypto Calendar Week 28/2026 ► July 06 Events: ▸ N/A Unlocks: ▸ N/A Macro: ▸ S&P Global Services PMI ▸ ISM Non-Manufacturing PMI - ► July 07 Events: ▸ @LoadedLions_CDC - Launch of @ManeCityGame Unlocks: ▸ @jito_sol / $JTO - 2.3% Macro: ▸ Japan Coincident Index - ► July 08 Events: ▸ @maplefinance - Q2 Investor Call Unlocks: ▸ @ADIChain_ / $ADI - ~4.9% Macro: ▸ FOMC Minutes - ► July 09 Events: ▸ N/A Unlocks: ▸ @defiapp / $HOME - ~4.7% Macro: ▸ U.S. Initial Jobless Claims - ► July 10 Events: ▸ N/A Unlocks: ▸ N/A Macro: ▸ N/A - ► July 11 (Weekend) Events: ▸ N/A Unlocks: ▸ @carv_official / $CARV - 6.4% - ► July 12 (Weekend) Events: ▸ @Dashpay - ZK Private Tx Mainnet Unlocks: ▸ @Pumpfun / $PUMP - 0.92% ▸ @Aptos / $APTOS - 11.31% ▸ @BounceBitClub / $BB - 9.03% - ► Other Events - @The_DTCC - Tokenization Service targeted for July 2026 Full service launch planned for October. Backed by 50+ firms including BlackRock, Goldman Sachs, JPMorgan. This is a major TradFi bridge to on-chain

➥ Crypto Calendar Week 28/2026 ► July 06 Events: ▸ N/A Unlocks: ▸ N/A Macro: ▸ S&P Global Services PMI ▸ ISM Non-Manufacturing PMI - ► July 07 Events: ▸ @LoadedLions_CDC - Launch of @ManeCityGame Unlocks: ▸ @jito_sol / $JTO - 2.3% Macro: ▸ Japan Coincident Index - ► July 08 Events: ▸ @maplefinance - Q2 Investor Call Unlocks: ▸ @ADIChain_ / $ADI - ~4.9% Macro: ▸ FOMC Minutes - ► July 09 Events: ▸ N/A Unlocks: ▸ @defiapp / $HOME - ~4.7% Macro: ▸ U.S. Initial Jobless Claims - ► July 10 Events: ▸ N/A Unlocks: ▸ N/A Macro: ▸ N/A - ► July 11 (Weekend) Events: ▸ N/A Unlocks: ▸ @carv_official / $CARV - 6.4% - ► July 12 (Weekend) Events: ▸ @Dashpay - ZK Private Tx Mainnet Unlocks: ▸ @Pumpfun / $PUMP - 0.92% ▸ @Aptos / $APTOS - 11.31% ▸ @BounceBitClub / $BB - 9.03% - ► Other Events - @The_DTCC - Tokenization Service targeted for July 2026 Full service launch planned for October. Backed by 50+ firms including BlackRock, Goldman Sachs, JPMorgan. This is a major TradFi bridge to on-chain

➥ Crypto Calendar Week 28/2026 ► July 06 Events: ▸ N/A Unlocks: ▸ N/A Macro: ▸ S&P Global Services PMI ▸ ISM Non-Manufacturing PMI - ► July 07 Events: ▸ @LoadedLions_CDC - Launch of @ManeCityGame Unlocks: ▸ @jito_sol / $JTO - 2.3% Macro: ▸ Japan Coincident Index - ► July 08 Events: ▸ @maplefinance - Q2 Investor Call Unlocks: ▸ @ADIChain_ / $ADI - ~4.9% Macro: ▸ FOMC Minutes - ► July 09 Events: ▸ N/A Unlocks: ▸ @defiapp / $HOME - ~4.7% Macro: ▸ U.S. Initial Jobless Claims - ► July 10 Events: ▸ N/A Unlocks: ▸ N/A Macro: ▸ N/A - ► July 11 (Weekend) Events: ▸ N/A Unlocks: ▸ @carv_official / $CARV - 6.4% - ► July 12 (Weekend) Events: ▸ @Dashpay - ZK Private Tx Mainnet Unlocks: ▸ @Pumpfun / $PUMP - 0.92% ▸ @Aptos / $APTOS - 11.31% ▸ @BounceBitClub / $BB - 9.03% - ► Other Events - @The_DTCC - Tokenization Service targeted for July 2026 Full service launch planned for October. Backed by 50+ firms including BlackRock, Goldman Sachs, JPMorgan. This is a major TradFi bridge to on-chain

➥ Crypto Calendar Week 28/2026 ► July 06 Events: ▸ N/A Unlocks: ▸ N/A Macro: ▸ S&P Global Services PMI ▸ ISM Non-Manufacturing PMI - ► July 07 Events: ▸ @LoadedLions_CDC - Launch of @ManeCityGame Unlocks: ▸ @jito_sol / $JTO - 2.3% Macro: ▸ Japan Coincident Index - ► July 08 Events: ▸ @maplefinance - Q2 Investor Call Unlocks: ▸ @ADIChain_ / $ADI - ~4.9% Macro: ▸ FOMC Minutes - ► July 09 Events: ▸ N/A Unlocks: ▸ @defiapp / $HOME - ~4.7% Macro: ▸ U.S. Initial Jobless Claims - ► July 10 Events: ▸ N/A Unlocks: ▸ N/A Macro: ▸ N/A - ► July 11 (Weekend) Events: ▸ N/A Unlocks: ▸ @carv_official / $CARV - 6.4% - ► July 12 (Weekend) Events: ▸ @Dashpay - ZK Private Tx Mainnet Unlocks: ▸ @Pumpfun / $PUMP - 0.92% ▸ @Aptos / $APTOS - 11.31% ▸ @BounceBitClub / $BB - 9.03% - ► Other Events - @The_DTCC - Tokenization Service targeted for July 2026 Full service launch planned for October. Backed by 50+ firms including BlackRock, Goldman Sachs, JPMorgan. This is a major TradFi bridge to on-chain

There is a case to be made for $JTO as a bet on Solana summer. Based on the recent price action, it's already moving before the fundamentals. $JTO is up +10.2% over 7 days and 29.5% over 30 days, while protocol revenue is still down 39.2% over the trailing month. Sounds weak on the surface, but the recent inflection is what matters. Revenue just turned +20% over the last 7 days. The reason is simple: @jito_sol is not one business. It's three segments moving in different directions. MEV fees are carrying the recovery. - Fees are up 41.9% over 7 days, and revenue is up 41.8%. This is the segment most directly tied to @solana network activity, and $SOL is heating up again. Chain fees are up 35.8% over 7 days, while app-layer fees are up 13.6%. So the mechanism is pretty clear: More Solana activity > more transaction flow > higher MEV fees > Jito revenue turns positive again. The LST business tells a different story. - Liquid staking is still the largest segment at $801.1M in TVL, but fees are down 22…