3 Days Up 66%, Why Is RAY Leading the Solana Rally?

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Solana’s ecosystem has been on fire in recent weeks, with SOL breaking past $200 and major ecosystem tokens like JTO, DRIFT, and JUP showing strong momentum. But one standout performer has been Raydium (RAY) — Solana’s leading decentralized exchange (DEX). With a staggering 66% surge in just three days, RAY has re-entered the spotlight.

According to DeFiLlama, Raydium ranks fourth globally in total value locked (TVL) and second in 7-day trading volume among all DEXs — trailing only Uniswap. More importantly, Raydium dominates meme coin trading on Solana, acting as the backbone for much of the chain’s explosive user activity.

This article dives into Raydium’s strategic advantages, its pivotal role in Solana’s DeFi ecosystem, and how its unique mechanisms — from liquidity management to token buybacks — are fueling its leadership.


The Rise of Solana and the Meme Coin Surge

2024 has firmly established Solana as a dominant Layer 1 blockchain. While Bitcoin hit new highs, Solana outperformed nearly every other L1, rising approximately 680% year-to-date. A major driver? The meme coin phenomenon.

Unlike previous cycles centered on DeFi or NFTs, this bull run has been heavily influenced by viral meme coins like BONK and WIF, both launched on Solana. The emergence of platforms like Pump.fun — a low-barrier launchpad for meme tokens — has turned Solana into the go-to chain for speculative trading.

But beyond the hype, Solana’s real strength lies in its infrastructure:

These advantages have driven unprecedented on-chain activity. Solana now surpasses most blockchains in daily active addresses and transaction volume — creating fertile ground for decentralized exchanges to thrive.

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What Is Raydium?

Launched in 2021, Raydium is an automated market maker (AMM) built on Solana. It was the first DEX on Solana to introduce a hybrid AMM model, combining liquidity pools with centralized order books via integration with OpenBook.

Although the hybrid feature is no longer active due to shifts in market demand, Raydium remains technologically advanced with support for three distinct pool types:

  1. Standard AMM Pools (v4) – Evolved from the original hybrid model
  2. Constant Product Pools (CPMM) – Compatible with Solana’s Token-2022 standard
  3. Concentrated Liquidity Pools (CLMM) – Allows LPs to allocate capital within specific price ranges

Every trade on Raydium incurs a small fee, distributed across:

This sustainable fee structure ensures long-term value accrual for both users and the protocol.


Raydium’s Dominance in Solana’s DEX Ecosystem

Despite fierce competition from DEXs like Orca, Meteora, and Lifinity, Raydium controls 60.7% of Solana’s total DEX trading volume — making it the undisputed leader.

Why? Because Raydium supports all types of trading activity:

Raydium offers flexibility for new token creators:

This versatility makes Raydium the preferred destination not just for retail traders, but also for project teams launching new assets.

Moreover, Raydium enjoys a network effect: more liquidity attracts more traders, which in turn draws more LPs — creating a self-reinforcing cycle of growth.


The Meme Coin Flywheel: Pump.fun + Raydium

One of the most powerful dynamics behind Raydium’s success is its symbiotic relationship with Pump.fun.

Here’s how it works:

  1. A new meme coin launches on Pump.fun
  2. Once it hits $69,000 market cap, Pump.fun automatically deposits $12,000 worth of liquidity into a Raydium pool
  3. This ensures immediate tradability and deep liquidity

As a result:

It’s a classic winner-takes-most scenario — where Raydium functions like a major shopping mall in a booming city. Everyone wants to shop there, and every brand wants to open a store.

While meme coins are volatile, they generate outsized trading fees during rallies. This directly boosts Raydium’s revenue — even if core stablecoin and blue-chip pairs still dominate overall volume.

Data shows that SOL-USDC alone accounts for over 50% of Raydium’s 30-day trading volume, proving that meme coins aren’t the only engine driving growth.


Raydium vs. Aggregators: Independence on the Rise

Jupiter, Solana’s leading DEX aggregator, routes trades across multiple platforms — including Raydium — to find the best prices. In fact, Raydium supplies ~50% of Jupiter’s traded volume.

However, recent trends show something significant:

This indicates that users increasingly prefer interacting with Raydium natively rather than through intermediaries. They trust Raydium’s deep liquidity, intuitive interface, and fast settlement.

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Competitive Edge: Why Raydium Stands Out

A comparison with other top DEXs reveals Raydium’s strengths:

MetricRaydium Advantage
Daily Active UsersHighest among Solana DEXs
TVLOver 80% higher than competitors
Market Cap / Revenue RatioAmong the lowest — undervalued relative to performance
Annualized Trading VolumeMore than double that of rivals like Aerodrome

Even when compared to cross-chain leaders, Raydium holds its ground — processing over $300 billion in cumulative volume while maintaining efficient token economics.


RAY Tokenomics: Sustainable Value Accrual

The RAY token plays a crucial role in protocol sustainability:

To date, Raydium has repurchased ~38 million RAY tokens (worth ~$52 million), representing about 14% of circulating supply — one of the most aggressive buyback programs in DeFi.

Annual token emissions are also remarkably low:

Compare that to Uniswap’s $529 million annual emission pre-unlock, and Raydium’s inflationary pressure is minimal.

Despite not being a governance token yet, plans are underway to introduce decentralized decision-making — potentially unlocking further utility.


Frequently Asked Questions (FAQ)

Q: What makes Raydium different from other Solana DEXs?

A: Raydium combines deep liquidity, multiple pool types, and a strong relationship with meme coin launchpads like Pump.fun. Its hybrid AMM legacy and native integration with OpenBook give it structural advantages in speed and efficiency.

Q: Is RAY a good investment?

A: RAY benefits from strong fundamentals — low inflation, consistent buybacks, high fee generation, and dominant market share. However, like all crypto assets, it carries risk tied to market cycles and ecosystem health.

Q: How does Raydium make money?

A: Through trading fees. A portion goes to LPs, some to the treasury, and 12% is used to buy back RAY tokens — effectively redistributing revenue to token holders.

Q: Can I provide liquidity on Raydium safely?

A: Yes, but impermanent loss applies — especially in volatile meme coin pools. Concentrated liquidity pools allow better capital efficiency but require active management.

Q: Does Raydium have a token burn mechanism?

A: Not a traditional burn, but its buyback-and-remove-from-circulation model serves a similar purpose by reducing available supply over time.

Q: Why is TVL important for a DEX?

A: High TVL means deeper liquidity, which leads to lower slippage and better trade execution — attracting more users and reinforcing dominance.


Final Thoughts: Infrastructure Wins Cycles

While meme coins grab headlines, the real winners in any bull market are often the infrastructure providers — the “picks and shovels” companies enabling the gold rush.

Raydium fits this perfectly. As Solana continues to grow — driven by AI-themed memes, retail speculation, and institutional interest — Raydium stands at the center of it all.

With robust technology, sustainable tokenomics, and unmatched liquidity, Raydium isn’t just riding the wave — it’s helping create it.

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