Solana tokens are pumping this week, but headline market caps only tell part of the story.
Mcap/FDV ratio and insider ownership reveals further insights into this.
1. Mc/FDV = market cap vs. fully diluted value
→ Low = small float, big dilution ahead
→ High = more supply live, less dilution risk
2. Insider Allocation = how much supply is held by team/private investors
→ Higher = more price influence, centralized governance
Let’s break down key Solana tokens 👇
1/ Breakdown of Solana Tokens | Mc/FDV vs Insider Domination:
$TRUMP : Mc/FDV : 0.20, Insider Allocation : 100%
$KMNO : Mc/FDV: 0.21, Insider Allocation : 64%
$GRASS : Mc/FDV: 0.29, Insider Allocation: 63.81%
$DRIFT : Mc/FDV: 0.31, Insider Allocation: 55.7%
$LAYER : Mc/FDV: 0.21, Insider Allocation: 45%
$JITO : Mc/FDV: 0.34, Insider Allocation: 35.3%
2/ Solana Tokens | Mc/FDV vs Insider Domination vs Locked Supply:
$TRUMP
FDV: $9.34B | Mc/FDV: 0.20 | Insider: 100% | Locked: 72.95%
• Full insider ownership. Just 20% of FDV is live.
• $6.8B of tokens are still locked and insider-controlled.
• Extreme dilution and price pressure risk when unlocks begin.
3/ $KMNO
FDV: $673M | Mc/FDV: 0.21 | Insider: 64% | Locked: 78.8%
• Low float and high insider share.
• 64% insider control = ~$327M.
• Nearly 80% of supply is still locked — dilution is coming.
4/ $GRASS
FDV: $1.37B | Mc/FDV: 0.29 | Insider: 63.8% | Locked: 71.4%
• Moderate Mc/FDV, but still highly insider-held.
• $645M+ of tokens in team/investor hands.
• Cliff unlocks ahead could increase sell pressure.
5/ $DRIFT
FDV: $430.5M | Mc/FDV: 0.31 | Insider: 55.7% | Locked: 76%
• More balanced.
• Mc/FDV at 0.31 shows healthier float.
• Still over half the supply is insider-held, but less top-heavy than peers.
6/ $LAYER
FDV: $627M | Mc/FDV: 0.21 | Insider: 45% | Locked: 75%
Low Mc/FDV signals dilution ahead.
45% insider share (~$213M) could sway governance or markets post-unlock.
7/ $JITO
FDV: $2.29B | Mc/FDV: 0.34 | Insider: 35.3% | Locked: 56.5%
Most mature tokenomics in the group.
Highest Mc/FDV = most supply live.
Low insider control = better decentralization. Circulation already approaching equilibrium.
8/ Summary:
• High dilution risk → $TRUMP, $KMNO, $LAYER
• High insider control → $TRUMP, $KMNO, $GRASS
• Healthiest tokenomics → $JITO (float, decentralization)
• Early but balanced → $DRIFT
9/ If you’re trading or building in Solana, watch:
→ Mc/FDV for float pressure
→ Insider control for governance & sell risk
→ Locked supply for timing unlocks
Tokenomics = structure. Don’t just chase caps.
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Solana tokens are pumping this week, but headline market caps only tell part of the story.
Mcap/FDV ratio and insider ownership reveals further insights into this.
1. Mc/FDV = market cap vs. fully diluted value
→ Low = small float, big dilution ahead
→ High = more supply live, less dilution risk
2. Insider Allocation = how much supply is held by team/private investors
→ Higher = more price influence, centralized governance
Let’s break down key Solana tokens 👇
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