more dd $pod i think there’s a pretty obvious thesis forming here. first, people are sleeping on the orca comeback. orca is currently doing around $2.1b in dex volume over the last 7 days and ~$8b over the last 30 days. that puts it ahead of raydium on 7d volume right now, while orca tvl is also up roughly 25% over the last 30 days. this isn’t some irrelevant dex that pod randomly decided to build on. orca is one of the biggest liquidity venues on solana, has processed $500b plus in cumulative volume and is currently moving billions every week. and then you have $pod. still a tiny microcap. still extremely early. building a permissionless launch layer directly around orca liquidity where tokens launch straight into their own orca whirlpool. that’s what makes the setup interesting to me. orca already has the liquidity. orca already has the users. orca already has the volume. pod just needs to bring the launches. and the tokenomics actually connect usage back to $pod. the platform takes a share of pool fees, with eligible pair-side fees being used to buy $pod and burn it. more successful launches → more trading → more fees → more buybacks → more $pod burned. the mechanism is already live too. according to pod’s own dashboard, millions of $pod have already been bought back and tens of millions have been burned. yes, i know. launchpad szn has been overexploited as fuck. we’ve seen 500 versions of basically the same product launch, pump and disappear. but that’s exactly why i’m interested when something approaches the model differently. pod isn’t trying to build another isolated dex from zero. it’s plugging launches directly into an existing liquidity layer that is currently doing billions in volume. and orca itself has already given pod some attention. that combination is what caught my eye. do i think a 5x or even 10x from microcap territory is possible if pod actually gets traction? absolutely. easy or guaranteed? obviously not. but the asymmetry is exactly why i’m here this early. orca is waking up again. pod is building directly on top of that liquidity. now i want to see whether the launches follow. solana:F4K2SbLNgyz9gzNqT8bPeLpRkxy4oMA9twaffUDdZtB6 s: defillama.com/dexs/chain/sol…