Jito Staked SOL
JITOSOLA liquid staking token for Solana.
The full report. Score, pillars, arithmetic, risk, scenario, signal and notes.
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About Jito Staked SOL
Analysis of 7 Feb 2026JitoSOL is Solana's largest liquid staking token with 14.7 million SOL staked ($3.2+ billion TVL) and 40.9% LST market share as of early February 2026, representing a substantial reversal from the 20-26% erosion narrative that dominated late 2025. The protocol offers 7.46% instantaneous APY (compressed to 5.87% at scale) combining base staking with MEV rewards via TipRouter.
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Recent institutional momentum includes 21Shares Solana ETF approval (trading on Cboe BZX), sustained ETF inflows despite SOL price weakness, and 21Shares launching JitoSOL ETP (JSOL) on January 29, 2026, providing enhanced yield exposure to European investors. VanEck's pending JitoSOL ETF (filed August 2025) remains under SEC review.
The Block Assembly Marketplace (BAM) validator subsidy program launched Q1 2026 with early adopters including Triton One, SOL Strategies, Figment, and Helius migrating to TEE-based block building. Competition from Binance's bnSOL (10.7M SOL, $2.3B market cap) remains intense, with CEX-issued LSTs (bnSOL, bbSOL) controlling 24.1% of the total LST market at $2.8B TVL.
JitoSOL maintains institutional positioning through 192,514+ holders, 200+ validator delegation via Jito StakeNet, and restaking yields through Renzo's ezSOL.