THE SOLANA OLIGOPOLY:


7 Tokens Own Your Bag

Stop looking for the "next 100x" in the trenches. You are fishing in a puddle while the ocean is being drained by giants.

I analyzed the liquidity structure of the $5.9B Solana Memecoin Market, and the data exposes a brutal reality: Centralization.

THE DATA (The Receipts):Just 7 tickers control ~75% of the entire ecosystem's liquidity.

$TRUMP: 18.86% Dominance ($1.12B)
$PUMP: ~16.8% Dominance $BONK: 12.87% ($771M) $PENGU: 11.86% ($710M)
$WIF: 6.38% ($381M) $FARTCOIN: 6.24% ($373M) $USELESS: 1.66% ($99M)

THE LIQUIDITY BLACK HOLE THEORY

Here is why your small-cap calls are dying:

1. The Vacuum Effect:
When $TRUMP, $BONK, or $WIF start running, they don't "lead" the market—they cannibalize it. Degens sell their low-cap positions to chase the big green candles. Small caps get suffocated instantly.

2. The Fear Contagion:
When the Top 7 dump, they don't just correct they nuke the sentiment. Liquidity doesn't flow down to small caps; it flows out to stablecoins.

THE ROTATION PLAYBOOK:
The "Trickle Down" effect is real, but you are timing it wrong. Small caps ONLY eat when the Giants stabilize.

Giants Pump ➔ Small Caps Starve.
Giants Dump ➔ Small Caps Die. Giants Chill (Sideways) ➔ Small Caps Feast.

The Verdict:
If you are fighting the flow of these 7 Kings, you are losing.

Watch the heavyweights. Wait for them to get bored. Then you rotate.

Respect the hierarchy or get wrecked by it.
TRUMP-2.08%
PUMP-4.93%
BONK-3.19%
PENGU-3.29%
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