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 19 Dec 24

tl;dr

In November 2024, Solana's decentralized application (dApp) ecosystem saw a significant surge in revenue, reaching $365 million, with DeFi contributing 83.7% of the total earnings. Pump.fun led the surge, becoming the first dApp on Solana to exceed $100 million in monthly revenue. Additionally, Tele...

html Solana dApps Achieve Record Revenue in November

Solana dApps Achieve Record $365M Revenue in November

In November 2024, Solana's decentralized application (dApp) ecosystem saw a significant surge in revenue, reaching $365 million, with DeFi contributing 83.7% of the total earnings. Pump.fun led the surge, becoming the first dApp on Solana to exceed $100 million in monthly revenue. Additionally, Telegram bots and Swap APIs reshaped Solana, adding $82 million and $153 million in earnings year-to-date. Other sectors, such as lending, payment infrastructure, and emerging players, also experienced growth in revenue during this period.

  • Solana dApps hit $365M revenue in November, driven by DeFi and memecoin growth.
  • Pump.fun leads Solana’s revenue surge, becoming the first dApp to exceed $100M monthly.
  • Telegram bots and Swap APIs reshape Solana, adding $82M and $153M in earnings YTD.

Solana’s decentralized application (dApp) ecosystem reached new heights in November 2024, with revenue surging to unprecedented levels. The blockchain itself generated $92 million, while Solana-based dApps achieved an all-time high of $365 million. This explosive growth highlights the increasing adoption and profitability of Solana’s ecosystem. Among the standout performers was Pump.fun, which became the first Solana dApp to exceed $100 million in monthly revenue. The platform’s performance, along with significant contributions from other categories like DeFi and memecoin dApps, underscores the growing diversity and innovation within Solana’s ecosystem.

Graph representation of Solana dApp revenue in November 2024

DeFi Dominates Solana’s dApp Revenue

DeFi remains the primary driver of revenue for Solana dApps, contributing 83.7% of the total earnings. Meanwhile, memecoin dApps have emerged as a surprising growth category, generating over $500 million in revenue this year. This represents a 305x increase since January when the category was barely noticeable. Pump.fun leads this trend, generating $106 million in November alone, accounting for over a quarter of all Solana dApp revenue. Moreover, protocols like Raydium are pushing spot DEX revenues to record levels, with the platform earning $32 million last month and driving substantial buybacks for $RAY stakers.

Read also: Solana Meme Coins: A Risky Gamble

Telegram Bots and Swap APIs Fuel Growth

Telegram bots are becoming a critical component of Solana’s ecosystem. These bots generated $82 million in November, doubling their previous peak revenue of $41 million. Their sustained growth aligns with rising decentralized exchange (DEX) volumes, with Telegram bot DEX volumes stabilizing at 4–5% of the total market. Furthermore, Jupiter’s Swap API has revolutionized Solana wallets by providing cost-efficient swaps and lucrative fee-sharing opportunities. Year-to-date, Jupiter’s partners have earned $153 million through the Swap API, with Phantom and Solflare earning $91 million and $31 million, respectively.

Smaller Sectors and Emerging Players

In addition to DeFi and memecoins, lending and payment infrastructure are also gaining momentum. Kamino Finance hit a new revenue high of $2.9 million, with lending contributing 80% of its earnings. Helio,

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