The Blockworks data show that on August 18, Jupiter ' s share in Solana DEX-day transactions fell to 48 per cent, the first time that the platform had fallen by 50 per cent. On the same day, the share of OKX rose to 37 per cent, the DFlow to 13 per cent, Titan to 2 per cent, and the distribution of traffic in the Solana polymer market is changing.
OKX shares rise, Titan returns to 2%
From single-day data, OKX has become the closest competitor to Jupiter. Titan returned from Solana's second big polymer to a level of only 2%, with a lower market concentration than before.
Titan uses the meta-polymer model, and the quotation path may be connected to other polymers, so that part of the traffic is ultimately accounted for on other platforms. Such a structure would affect their apparent share performance.
"Jupiter continues to push for borrowing and new products."
In spite of the decline in the polymer share, Jupiter has recently expanded its operations. Jupiter Lend has been competing with rivals like Kamino in recent weeks, and Gacha products have attracted more than $27 million in user spending in three weeks.
On August 10th, Jupiter launched Lend v2, adding two options for Smart Collateral and Smart Debt. The assets deposited or borrowed by the user are designed to provide DEX with the same liquidity to secure the proceeds of fees and partial pledge incentives beyond the proceeds of the loan.
Revenue decline in August
This design also makes Lend v2's performance dependent in part on Jupiter's own routing activity. The pressure on the Platform ' s core business has become more pronounced as the polymer share has fallen.
DefiLlama data show that Juneer's income to date in August was approximately $2.24 million. If current trends continue, the overall performance will remain weak this month. Compared to historical data, the monthly revenue of Jupiter, which exceeded $28 million at the end of 2024 and over $10 million in 2025, has now fallen back to a low level of about two years.