The price of SOL coin is strong; where is the funding concentrated in which ecological projects?

After more than 6 months, the SOL price has finally returned above 240 USD (it rose to nearly 250 USD yesterday, currently dropping to 234 USD at the time of writing). The reasons for this rise can be summarized in three main points: first, as companies like SOL Strategies and other DAT treasury reserve companies continue to grow, the market demand for SOL has further expanded; second, after previously being undervalued, the SOL Holdings have become more concentrated; third, the temporary recovery of ecosystem tokens such as PUMP and meme coins has brought new consumption scenarios for SOL.

Odaily Planet Daily previously summarized “Which Altcoins Generally Rise with ETH's Single-Day Surge of Nearly 12%?” in an article, and looking at today, two months later, multiple tokens have risen to varying degrees, with the initial win rate estimated to be around 60%~70% (notably, LINK 16.92-peak 28.86 USD, WLD 1.11-peak 2.21 USD, DOGE 0.21-peak 0.3 USD showing impressive performance). Based on the same ecosystem spillover effect, this article shares potential rising targets for readers' reference. Note: The following content does not constitute investment advice, please DYOR.

Solana Ecosystem Infrastructure Tokens: JUP, RAY, KMNO

Despite the relatively lackluster development of the DeFi track compared to the Ethereum ecosystem, there are still a large number of excellent projects in the Solana ecosystem infrastructure construction. Of course, excellent products do not necessarily mean that the project token prices perform equally well (such as Wormhole-W), but the projects serve as the foundational support for token price performance.

In light of this, important components of the Solana ecosystem infrastructure—aggregation platform Jupiter (JUP), DEX platform Raydium (RAY), and lending platform Kamino (KMNO) are major potential assets to rise.

The price list (as of September 15) is as follows —

• KMNO: 0.067 USD;
• JUP: 0.52 USD;
• RAY: 3.3 USD.

Solana Meme Token Representations: PUMP, PENGU, BONK, TRUMP

As the blockchain ecosystem that first initiated the Meme coin craze, the phenomenal number of Meme coins on the Solana network is undoubtedly leading the way. However, by the second half of 2025, there won't be many representative Meme coins still active in the market, so we have only selected 3 more representative targets:

Due to the “live streaming token issuance” model, Pump.fun (PUMP) welcomes the second spring of the project.

Pudgy Penguins (PENGU), focusing on “IP + entity + ecological construction”;

The main focus is on “community-type Meme coin + token issuance platform” BONK (BONK).

In addition, considering the key role played by US President Trump in the Federal Reserve's interest rate cuts, TRUMP may have some short-term speculative value for a certain period.

The price list (as of the date of writing on September 15) is as follows——

• PUMP: 0.0076 USD;
• PENGU: 0.033 USD;
• BONK: 0.000022 USD.
• TURMP: 8.57 USD.

Emerging Track Tokens in the Solana Ecosystem: HUMA, STONKS

Thanks to the low-cost operating environment of the Solana ecosystem, it has always been an experimental field for emerging tracks. In terms of PayFi and the tokenization of US stocks, projects like Huma Finance and MyStonks in the Solana ecosystem both possess certain long-term bullish value.

The price list (as of September 15) is as follows —

• HUMA: 0.0255 USD;
• STONKS: 0.026 USD.

Solana ecosystem DePIN track tokens: CUDIS, ROAM

DePIN is also one of the tracks for the continuous development of the Solana ecosystem. Although it has not yet experienced a large-scale explosion due to factors such as the acceptance of industry narratives and the influence of market dissemination, it still possesses certain short- to medium-term speculative value. Therefore, we have specifically chosen two representative projects - the smart sports equipment project Cudis (CUDIS) and the virtual roaming communication card project Roam (ROAM).

The price list (as of September 15th when this was written) is as follows——

• CUDIS: $0.13;
• ROAM: 0.11 USD.

Conclusion: The Solana ecosystem has yet to find its mainline.

Apart from the above tokens, the Solana ecosystem DeFi project Saros (SAROS-0.4 USD), the infrastructure project Pyth Network (PYTH-0.16 USD), and the prediction market-related project Polyfacts (POLYFACTS-0.0063 USD) are all worth paying attention to for their subsequent trends in the short to medium term. However, looking at the overall ecosystem, the Solana network has yet to find a DeFi ecosystem mainline similar to that of the Ethereum ecosystem.

Considering the news that the issuance of stablecoins in the Solana ecosystem has reached a historic high of 13.3 billion USD, it seems that a new high for SOL's Token may still require significant buying from Solana's treasury-listed companies, as well as major positive news such as the Solana spot ETF, rather than mutual achievements with ecological projects.