November’s Solana trade is about balancing momentum with fundamentals. Spain-based desk rundowns emphasize a core of DeFi and infra with a measured meme sleeve; Indian investors can adapt the same structure to suit risk tolerance and funding flows.
Start with the network:
DeFi core for volumes:
Jupiter (JUP): Aggregation + launch access.
Raydium (RAY): Durable liquidity venue.
Orca (ORCA): Alternative AMM with sticky share.
Infra and staking:
Pyth (PYTH): Data rails for apps and traders.
Jito (JTO): LS/MEV exposure for network-scale yield.
Helium (HNT): DePIN vector for non-correlated catalysts.
Meme sleeve:
BONK: Social flywheel + exchange depth.
WIF: Faster rotations; set alerts.
India tips:
Allocate by role: 50% DeFi, 30% infra/DePIN, 20% memes if risk-on; halve meme allocation if conditions soften.
Use alerts at prior highs/lows; scale in rather than one-shot entries.
Principle-pledge closer:
Define roles (core/infra/meme), pre-set sizes, only add on confirmation, and rebalance on strength, not weakness—discipline compounds more reliably than luck.
