@wangchunhua
Jupiter's decision to slash the final Jupuary airdrop from 700M to 200M $JUP tokens (Jan 2026) significantly reduces near-term circulating supply, curbing dilution and sell pressure.
This enhances long-term value capture for $JUP by:
Lowering inflation, supporting higher token pricing as protocol fees grow (Jupiter generates substantial Solana DEX volume).
Aligning incentives toward holders/stakers over free claimants, fostering loyalty.
Amplifying per-token accrual if fee-sharing or buyback mechanisms persist (though buybacks are under review).
Combined with prior supply cuts (10B → 7B max), it strengthens deflationary dynamics, boosting $JUP's ability to capture ecosystem value sustainably. Net positive for long-term holders.
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