SNS: Owning the Address Book for Solana's Economy

Kaizen Research · Feb 17, 2026 · 15 min read

Report

Key Insights

SNS owns Solana's namespace with 150+ integrations across every vertical. Phantom, Solflare, Backpack, Magic Eden, Jupiter, Dialect, Nansen, TipLink. This is infrastructure embedded at the protocol level, not an app competing for attention.
User growth doubled (+107%) despite current market conditions. This signals real utility being built beneath speculative noise. Adoption metrics tell a different story than market...

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