Post by linnorm about Jupiter Perps LP ($JLP), Jito Staked SOL ($JitoSOL), and Aero ($AERO)

$AERO saw its price rise over the last day, despite a weekly dip. Recent proposals on Aerodrome Finance include a v2 update to improve gas efficiency and add features, alongside discussions about veAERO emissions adjustments to manage liquidity incentives. The platform, with $1.49B market cap and $44.37M in liquidity, remains a significant venue for liquidity providers, but watch emissions changes.

$JLP has seen an uptick today, but is down 6.8% over the month, marking a continued bleed over a longer cycle despite a quarterly gain. Jupiter, the underlying venue, recently updated its perp trading engine, but this LP token represents a basket of assets rather than the business itself. $JLP, with $1.04B market cap and $18.06M liquidity, tracks the performance of the perp pool and its trading outcomes.

$JitoSOL gained value today, yet it is down 13.1% this month and 19.5% over the past year. This liquid staking derivative is exposed to Solana's staking dynamics, and while Jito Network remains active with governance votes on fee adjustments and MEV distribution, the yield here is a product of staking rewards and MEV capture. $JitoSOL’s $1.02B market cap and $22.65M liquidity reflects this exposure.