Solana’s New-Wallet Gold Rush: Infrastructure Feeding a Fresh User Wave
Every major Solana category—NFTs, DeFi, bridges, DePIN, LSTs, even memecoins—is suddenly acquiring new wallets 2σ above normal, while transaction and unique-wallet counts surge in parallel. This synchronized influx points to a platform-wide onboarding event where infrastructure projects are the first touchpoints for a massive cohort of crypto-curious users.
Investigation Trace
AI agent reasoning steps
Analyzed Metaplex using repo_inspector. Key z-scores: z_tx_count=2.00, z_unique_wallets=2.00, z_new_wallet_share=2.33, z_commits=2.00, z_releases=2.00
Analyzed Wormhole using dependency_tracker. Key z-scores: z_tx_count=2.00, z_unique_wallets=2.00, z_new_wallet_share=2.33, z_releases=2.00
Analyzed Helium (IoT/Mobile) using social_pain_finder. Key z-scores: z_tx_count=2.00, z_unique_wallets=2.00, z_new_wallet_share=2.33
Analyzed Orca (Whirlpool) using idl_differ. Key z-scores: z_tx_count=2.00, z_unique_wallets=2.00, z_new_wallet_share=2.33
Analyzed Jupiter using competitor_search. Key z-scores: z_tx_count=2.00, z_unique_wallets=2.00, z_new_wallet_share=2.33
Evidence
39 signals across onchain, dev, and social
Onchain
39z_new_wallet_share for Metaplex is 2.33 standard deviations above baseline, indicating significant onchain activity growth.
z_unique_wallets for Orca (Whirlpool) is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_tx_count for Helium (IoT/Mobile) is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_new_wallet_share for Jupiter is 2.33 standard deviations above baseline, indicating significant onchain activity growth.
z_unique_wallets for Raydium is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_unique_wallets for Marginfi is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_unique_wallets for Jupiter is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_new_wallet_share for Jito is 2.33 standard deviations above baseline, indicating significant onchain activity growth.
z_unique_wallets for Wormhole is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_unique_wallets for Jito is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_new_wallet_share for Tensor is 2.33 standard deviations above baseline, indicating significant onchain activity growth.
z_unique_wallets for Tensor is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_tx_count for Bonk is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_new_wallet_share for Bonk is 2.33 standard deviations above baseline, indicating significant onchain activity growth.
z_tx_count for Jupiter Perpetuals is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_new_wallet_share for Helium (IoT/Mobile) is 2.33 standard deviations above baseline, indicating significant onchain activity growth.
z_tx_count for Wormhole is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_tx_count for Jito is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_unique_wallets for Meteora is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_new_wallet_share for Jupiter Perpetuals is 2.33 standard deviations above baseline, indicating significant onchain activity growth.
z_unique_wallets for Bonk is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_tx_count for Orca (Whirlpool) is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_tx_count for Meteora is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_tx_count for Tensor is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_tx_count for Metaplex is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_new_wallet_share for Wormhole is 2.33 standard deviations above baseline, indicating significant onchain activity growth.
z_new_wallet_share for Orca (Whirlpool) is 2.33 standard deviations above baseline, indicating significant onchain activity growth.
z_unique_wallets for Parcl is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_tx_count for Parcl is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_tx_count for Raydium is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_unique_wallets for Helium (IoT/Mobile) is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_new_wallet_share for Raydium is 2.33 standard deviations above baseline, indicating significant onchain activity growth.
z_tx_count for Jupiter is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_new_wallet_share for Meteora is 2.33 standard deviations above baseline, indicating significant onchain activity growth.
z_new_wallet_share for Marginfi is 2.33 standard deviations above baseline, indicating significant onchain activity growth.
z_unique_wallets for Jupiter Perpetuals is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_tx_count for Marginfi is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
z_new_wallet_share for Parcl is 2.33 standard deviations above baseline, indicating significant onchain activity growth.
z_unique_wallets for Metaplex is 2.00 standard deviations above baseline, indicating significant onchain activity growth.
Build Ideas
4 actionable ideas with saturation analysis