I think it’s finally time to write my long-standing thesis on
$MET.
This article will serve as a pillar of my beliefs for years to come.
And I genuinely believe that anyone who has used
@MeteoraAG for 300+ hours will come away with many of the EXACT same opinions as me, or at least very similar ones.
BY THE WAY — I’ve been writing this article for a week now. I swear I’m not bandwagoning all the other posts hahaha.
Anyways.
Let’s start with my journey. -
How I Found Meteora
Let’s rewind to around June 2024.
Memes had started slowing down after I had run a portfolio up to nearly $70,000 between January and May 2024 — which was a lot of money for me at the time.
Within roughly a month, I managed to give back almost half of it.
Even though I was still green overall, I felt defeated.
I felt like I had lost my edge.
Around this time, a friend introduced me to Meteora. Through him, I found
@razzaer documenting his 1-100 SOL challenge.
I had opened maybe 5-10 liquidity pools before then, but I didn’t truly understand what I was doing.
Razzaer showed me something completely different.
He showed me that growing a smaller portfolio with exceptional risk management was still possible, even in a market that felt incredibly weak.
That was when everything changed.
I realized how CRAZY it was that I could take advantage of volume and sideways price movement on memecoins instead of constantly needing to predict the next massive move.
I realized how insanely powerful this technology was.
I could manage risk.
I didn’t need to perfectly time the bottom of a token. I just needed enough understanding to determine a reasonable range where I believed price would trade.
I could collect fees from the activity happening inside that range.
I could even have a token dump heavily into my position, rebound without ever returning to my original entry price, and still exit profitably.
I talk about this concept on stream all the time.
When I first understood it, it genuinely felt like I had discovered magic.
Instead of constantly being on the other side of the market paying fees and chasing price, I could provide liquidity and earn fees from the order flow coming through my position.
Buys.
Sells.
Sideways price action.
Volatility.
For the first time, I felt like I had another weapon available to me regardless of what the market was doing.
And my small account started growing quickly.
There are FAR too many parts of this journey to include in one article.
But before moving forward, I need to emphasize something:
Learning LPing Is a Skill That Compounds
There are rare moments in this market where the risk/reward of liquidity provision becomes absolutely astronomical.
TRUMP.
STONKFUN.
Abnormal launchpad pools.
Massive launches.
Extreme volume events.
There have been moments where my friends and I were able to generate returns approaching 100% on deployed capital within minutes.
Some of those are among my favorite memories I have in crypto.
During those periods, it genuinely feels like you have a money printer sitting on your desk.
Obviously, those opportunities are NOT normal.
But that is exactly why learning this skill before those opportunities arrive matters so much.
Even if you are struggling with LPing today, understanding the tech could pay you back tenfold when the next abnormal opportunity presents itself.
The people learning during the boring periods are the people who are ready when it gets stupid.
And that brings me to the bigger point.
Because my story is only a tiny example of what Meteora actually is.
Meteora Is Bigger Than Memecoin LPing
Everything I just described came from one retail trader with a small account.
But Meteora is not simply a tool for small traders trying to farm fees on memecoins.
At its core, Meteora is market-making infrastructure.
It allows capital to be deployed into markets, define where that capital should operate, determine the fees it wants to earn, and dynamically participate in the liquidity layer of onchain assets.
The same product that works for someone messing around with 5 SOL can work for 500 SOL.
Or 5,000.
Or significantly more.
That scalability is one of the biggest reasons I am so bullish on what Meteora can become.
Retail needs something they can actually use.
Whales need capital efficiency.
Desks need control.
Funds need infrastructure that can handle real size.
Projects need a book people can trade against.
All of them need the same thing: a place where capital can become liquidity without begging someone for permission.
That is what people miss when they write Meteora off as “the memecoin LP app.”
Memes were just the first stress test.
Thousands of tokens. Insane vol. Constant launches. Different fees. Retail deploying around the clock.
If Meteora can handle THAT environment, imagine what happens when cleaner assets and bigger money start showing up.
Meteora gives the small guy tools that used to belong to specialists.
But it does not ONLY suit the small guy.
That’s the distinction.
The same things that make it good for retail — customizability, access, capital efficiency, permissionless deployment, control over where your liquidity sits — get MORE valuable as the book gets bigger.
Retail LP. Whale. Project running its own market. Professional MM. Fund deploying onchain.
The product does not care who you are. It gives you the tools.
And I think an enormous amount of money is going to need those tools.
The Team Behind It
You guys see me with my Meteora badge today.
What you might not know is that becoming affiliated with Meteora was genuinely one of my dreams within the first few months of learning the platform.
They had given me something that completely changed the trajectory of my trading.
At a time when my confidence was low and was lost for a period of time, Meteora gave me another path.
Before I ever created this channel or started making video content, I spent roughly a year writing articles on my old account.
I wanted people to understand what I had discovered.
Today, I am eternally grateful for the love and support Meteora has shown me and my channel.
I am thankful every day that I get to wake up, make content around
$MET, and keep spreading the knowledge that let me survive and then thrive in this space.
After getting to know the people behind it, my conviction has only grown
The Meteora team is one of the most driven, focused, and understanding groups of people I have ever encountered.
Their laser focus and discipline genuinely inspire me.
It reminds me of the obsession you read about from teams inside early technology companies that eventually changed entire industries.
AAPL.
MSFT.
I’ve heard stories of them working way past the workday. Working on vacation. Just building.
And on top of operating with integrity — something I value extremely highly — they have built what I believe is the best user experience in crypto liquidity provision.
Period.
I DARE you to use Meteora for months and then go LP somewhere else for real. It’s literally like going back to stone age.
The gap is huge.
UI. Customizability. How you structure a position. How much control the LP actually has. The flow going through the pools.
The entire experience feels built around actually empowering the person providing the liquidity.
Seeing a Meteora DLMM take over as the main book on a major token (Ansem) was a crazyyyy milestone.
THIS is what retail liquidity provision is about.
Bringing the power of market making out of closed institutions and putting it directly into your pocket and onto your desk.
Liquidity Is the Backbone
This is where it gets bigger than memes.
Liquidity is not just important for memes.
Liquidity is the BACKBONE of onchain finance.
Markets cannot function without liquidity.
You can create millions of tokens, stocks, commodities, currencies, real-world assets, prediction markets, synthetic assets, or entirely new financial instruments.
It does not matter.
If people cannot efficiently enter and exit those markets, those markets will struggle to survive.
Every new asset that moves onchain creates another potential market.
Every new market needs liquidity.
Every new dollar entering those markets needs somewhere to transact.
Someone has to make those markets.
Someone has to provide that liquidity.
And increasingly, I believe that liquidity will be provided through infrastructure like Meteora.
That leads us into the future.
The Future Is Onchain
I am a perma crypto bull.
And I am a perma Solana bull.
I simply do not believe this technology is disappearing because of short-term price fluctuations.
AI is advancing at an exponential rate.
Technology continues accelerating.
Digital ownership continues expanding.
Financial infrastructure continues moving online.
And I believe that, over time, increasingly more value will exist natively on blockchains.
One day, I was walking through the field where I go to exercise and clear my mind.
I was thinking about all of the assets that still haven't moved onchain.
And all of the money that still hasn't entered crypto.
I looked around at the horizon and had this overwhelming vision of how much capital currently sits dormant relative to what could eventually enter these systems.
Trillions upon trillions of dollars exist throughout traditional financial markets.
Stocks.
Bonds.
Commodities.
Currencies.
Real estate.
Private markets.
Entire categories of assets that barely interact with public blockchains today.
If even a fraction of global financial activity migrates onchain, the liquidity requirements become enormous.
SO many things will be tokenized.
SO many assets will become digital.
And so much capital will need somewhere to trade.
That is where my Meteora thesis becomes extremely simple.
Meteora is building the market-making hub for that world.
It is positioned in an incredible place because it can serve nearly every category of liquidity provider.
The retail trader.
The whale.
The project.
The professional market maker.
The fund.
The institution.
Different participants will deploy different amounts of money and use different strategies.
But they all need infrastructure capable of turning capital into usable markets.
And Meteora makes that process accessible and customizable.
Historically, if you wanted to become a traditional market maker, you needed infrastructure, relationships, capital, technology, access, and often an entire organization behind you.
Today?
I can open Meteora from my computer.
I can choose where I want to provide liquidity.
I can determine the range where I want my capital deployed.
I can select the fee structure I believe makes sense.
I can manage my risk.
And I can participate directly in market making.
That is insane.
With the addition of
@sunrise bringing stock assets onchain, I can literally LP STOCKS ON METEORA.
Do you understand how absurd that is?
I don't have to become an institutional market maker.
I don't have to build an entire brokerage operation.
I don't have to restrict my thinking to the traditional structure of financial markets.
I can interact with these assets directly on Solana.
And we are still ridiculously early in this transition.
Meteora is helping democratize market making.
You may not see the full vision yet.
But I implore you to dig deeper and form your own opinion before dismissing what is happening here.
Because I believe this is the future.
Why My Conviction Keeps Growing
The Meteora team GRINDS every day for YOU.
For US.
For the people actually using the product.
I become extremely defensive whenever people casually talk down on them because I don't think many people understand how powerful the tool they have provided us actually is.
And you can access it for FREE.
On top of that, they have repeatedly rewarded their users.
They have listened to power users.
They have addressed criticism publicly.
They have continued improving the product.
They don't stop.
Look at the amount of progress made in just the past year.
A completely revamped UI.
New incentive systems.
Referral staking.
Integrations with teams across Solana.
New liquidity infrastructure.
Another major distribution of tokens to users.
Constant improvements based directly on feedback from the people actually using the platform.
They keep building.
They keep listening.
They keep giving.
And I am incredibly proud that I get to play even a small role in that journey.
Meteora was a gift to me.
And because of that, I feel strongly convicted to share everything I have learned about using it with other people.
My Bet.
I have sold exactly ZERO of my initial
$MET allocation from October 2025.
It is staked.
And it will remain one of the largest conviction positions of my life.
Not because of a ticker.
Because I’m betting on the team.
I’m betting on the tech.
I’m betting on liquidity moving onchain.
I’m betting on Solana.
I’m betting on a future where anyone can participate in markets that used to belong to a small group of institutions.
And I think Meteora is extremely well positioned for that.
Use the fear. Do the research.
Learn how liquidity actually works.
Learn how to LP.
Open positions.
Take some losses.
Ask questions.
Use the product.
Conviction from thousands of hours in DLMM pools is not the same as conviction from staring at a chart.
The
@met_LParmy is filled with some of the most helpful people I have ever met, and it is the strongest community I have personally seen in crypto.
They show up.
They help.
They experiment.
They print.
Every single day.
Maybe this is your calling too.
Do the research.
Use the product.
Form your own conviction.
As for me?
Mine was already built the long way.
Bullish
$MET.
We will see you at the top.
—-----------------------------
Obviously, I’m affiliated with Meteora and hold a substantial amount of
$MET. If that makes you skeptical of what I’m saying, good. Use the product and come to your own conclusion.
Also if you like this image I made, I might sell it as a poster if there is interest. Because I want one too.