🔥 Why Raydium Just Jumped 43% In One Day - RAY Crypto Analysis
1 extracted signal · 1 resolved · 0 still active
Gerhard - Bitcoin StrategyIndependent analyst profile- Source published
- 07 Sept 2026, 15:30 UTC
- Recorded by Tahlil Plus
- 07 Sept 2026, 16:39 UTC
AI-generated source summary
The analysis focuses on Raydium (RAY) and its recent price surge of over 43% in 24 hours, despite no significant news. The video highlights Raydium's history as the oldest exchange on Solana, launched in 2021, with over $1 trillion traded. It contrasts RAY's performance with Solana (SOL), which saw a 4% gain in the same period. A key point is that the recent rally is not attributed to meme coin activity, but rather to the growth of tokenized stock trading on Solana, which accounts for 95% of on-chain stock trading volume, primarily within Raydium pools. Since July 23rd, Raydium has implemented ID checks for regulated stock issuers. The video suggests that the growth in tokenized stocks, rather than meme coins, is the driver. The financial model presented indicates a buyback mechanism where 12% of trading fees are used to buy RAY, reducing circulating supply. A significant portion of RAY (30%, approximately $100 million) is held in a buyback wallet. If this wallet were burned, the circulating supply would decrease from 270M to 189M tokens, potentially increasing the price to $1.79 per token, assuming the same market cap. The cost basis for tokens bought by mid-2025 is estimated at $2.76, while the current value is $1.25, indicating the buyback wallet is significantly underwater. The total supply is 555M tokens, with 49% in circulation. The analysis concludes that potential catalysts for further price appreciation include a vote to burn the buyback wallet (potentially leading to $1.79) and continued growth in tokenized stock trading volume on Solana, which makes the current setup less reliant on meme coin speculation and more aligned with institutional interest. This transition from a 'casino' environment to 'Wall Street' involvement is seen as a positive sign.
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Gerhard - Bitcoin Strategy
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