Jupiter, the leading Solana-based DeFi aggregator, has launched native staking as collateral on its Jupiter Lend platform — a move that unlocks an estimated $30 billion in staked SOL for decentralized borrowing.
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The feature allows Solana stakers to access liquidity without unstaking or converting to liquid staking tokens, according to Crypto Briefing.
The integration represents a significant shift in how staked assets can be utilized across the Solana DeFi ecosystem. Until now, users who staked SOL natively had to choose between earning staking rewards and deploying their capital in DeFi protocols.
Jupiter's new feature eliminates that trade-off, enabling stakers to borrow against their positions while continuing to earn staking yields.
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How It Works
Rather than requiring users to hold liquid staking tokens (LSTs) like jitoSOL or mSOL, Jupiter Lend now accepts natively staked SOL directly as collateral. This removes a friction point that previously pushed users toward liquid staking derivatives — and the associated smart contract risks — just to participate in lending markets.
The $30 billion figure reflects the total value of SOL currently staked across the Solana network, a substantial pool of capital that has largely sat idle from a DeFi perspective. By tapping into this reserve, Jupiter is positioning itself to capture a significant share of Solana's lending market.
SOL Price Faces Key Resistance
The product launch comes as SOL navigates a challenging technical setup. According to analysis from AMBCrypto, the $120–$127 range represents a bearish order block and key resistance zone for the token. Analysts are watching whether SOL can break through this level as a precondition for any sustained move higher.
The broader question facing SOL holders is whether the token can reclaim its $200 highs in 2026 — a target that would require roughly a 60% move from current resistance levels. Market participants remain divided, with technical analysts pointing to the overhead supply zone as a near-term hurdle that must be cleared first.
Ecosystem Implications
Jupiter's staking collateral feature could have compounding effects across Solana DeFi. Key implications include:
Capital efficiency — Stakers no longer face a binary choice between yield and liquidity.
Reduced LST dependency — Users can bypass liquid staking tokens entirely for lending use cases.
TVL growth — Unlocking $30B in dormant capital could drive significant inflows to Solana lending markets.
Competitive positioning — Jupiter strengthens its role as Solana's central DeFi hub beyond its core aggregator product.
The move also intensifies competition among Solana lending protocols. Platforms like MarginFi and Kamino will face pressure to offer similar native staking integrations or risk losing market share to Jupiter Lend.
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What to Watch
The key metrics to track in the coming weeks are Jupiter Lend's total value locked (TVL) growth, borrowing demand against staked SOL collateral, and whether the new feature drives meaningful on-chain activity.
On the price front, SOL's ability to break above the $120–$127 resistance zone will signal whether broader market sentiment aligns with the ecosystem's expanding DeFi capabilities.
