Jupiter Unlocks $30B in Staked SOL for DeFi Borrowing

JUP4,85%
SOL4,56%
ONDO5,22%

  • JUP climbed 3% as Jupiter rolled out native SOL staking collateral, targeting Solana’s estimated $30 billion staking pool.
  • Total Value Locked on Jupiter increased to $2.14 billion, the first sign of new short-term user activity and price growth.

Jupiter (JUP) went up nearly 3% on Tuesday, inching toward $0.1700 as positive sentiment built up around a new product update tied to Solana staking. The protocol announced that it has added native SOL staking positions as accepted collateral in selected vaults, enabling users to borrow against SOL that remains natively staked. The change targets a large segment of the Solana network’s staking base, with more than $30 billion in SOL currently staked.

$30B of SOL is natively staked.

The largest pool of capital on Solana, earning yield but locked out of DeFi.

That changes today.

Introducing Native Staking as Collateral, now live on Jupiter Lend 👇 pic.twitter.com/rpL2xk3e04

— Jupiter (@JupiterExchange) February 16, 2026

The collateral model allows users to post natively staked SOL and borrow at up to 87% loan-to-value on supported vaults. The rollout is limited to six validator-linked vaults at launch. These include Jupiter (nsJUPITER), Helius (nsHELIUS), Nansen (nsNANSEN), Blueshift (nsSHIFT), Kiln (nsKILN), and Temporal (nsTEMPORAL).  By using native staking positions, the system provides a borrowing route that does not rely on liquid staking tokens, which are commonly used in Solana DeFi to represent staked assets. Earlier this month, CNF reported that Polymarket plans to expand to Solana through an integration with Jupiter, bringing prediction markets into Jupiter’s on-chain trading platform. The update also said ParaFi would invest $35 million in JUP via JupUSD at spot price, with an extended lockup to support Jupiter’s buildout. **Jupiter’s TVL Rebound ** Alongside the staking-collateral announcement, on-chain data reflected a near-term rise in deposits. DeFiLlama data showed total value locked on Jupiter at about $2.14 billion on Tuesday, up from roughly $1.95 billion on February 6. The move back above $2 billion aligned with the week’s price rebound and suggested renewed short-term activity from users allocating capital to the protocol.

Jupiter TVL | Source: DeFiLlama

From a market structure perspective, JUP’s recovery has approached the level that previously limited gains in early February. The token is testing the $0.1695–$0.1700 area after a V-shaped bounce, while it remains below the 50-day and 200-day exponential moving averages.  If JUP price closes above the nearby resistance, attention may shift to the 50-day EMA near $0.1888, followed by the $0.2408 zone that last acted as resistance in mid-January. The daily relative strength index was near 47 and trending higher toward the midline, while the MACD line moved above the signal line after a crossover earlier in the week. However, if upside attempts stall, the S1 pivot near $0.1455 is the next downside reference. Recently, Jupiter partnered with Ondo Finance to bring more than 200 tokenized U.S. stocks and ETFs onchain for Solana users via Ondo Global Markets. CNF reported that the assets use NYSE- and NASDAQ-backed liquidity with market-hours minting and redemption.

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