DRIFT vs JUP
Drift Protocol and Jupiter scored on the same 25 variables, ranked against the same 251 tokens, with every gap between them shown.
Scoring pass 18 Sept 2026. Market snapshot 7 Oct 2026.
What separates them
DRIFT scores 142 of 250 and ranks 29th of 251. JUP scores 151 and ranks 19th. JUP leads by 9 points, which is inside the range where the individual variables matter more than the total. DRIFT takes 8 of the 25 variables, JUP takes 11, and 6 are level.
2 variables separate them by 3 points or more. DRIFT is clear on Revenue Trend (8 against 4). JUP is clear on Vesting Schedule (7 against 3).
Both score 3 or below on Circulating / FDV Ratio. A weakness both sides share is not a reason to prefer either. It is a reason to check whether the category itself carries the problem.
JUP still has 66.8% of its eventual supply to enter circulation against 27.4% for DRIFT. On the same market capitalisation, a buyer of JUP is taking the 3.01x dilution path and a buyer of DRIFT the 1.38x one.
JUP is valued at $1.04B against $14.3M for DRIFT, a 73.1x difference. The larger of the two also scores higher, so the market and the framework agree on the ordering here.
All 25 variables, head to head
Both tokens were scored by the same framework in the same pass, so the numbers are directly comparable. What a comparison adds over two separate pages is the gap: a 6 against a 6 is a non-event, a 9 against a 3 is the reason to hold one and not the other.
Cash flow
| Protocol Revenue | 7 | 6 | DRIFT +1 | |
| Revenue Trend | 8 | 4 | DRIFT +4 | |
| P/S Multiple | 8 | 6 | DRIFT +2 | |
| Real Staking Yield | 5 | 4 | DRIFT +1 |
Supply
| Supply Inflation | 4 | 6 | JUP +2 | |
| Vesting Schedule | 3 | 7 | JUP +4 | |
| Circulating / FDV Ratio | 3 | 3 | level | |
| Buyback and Burn | 5 | 3 | DRIFT +2 |
Ownership
| Smart Money Flows | 6 | 6 | level | |
| Insider Selling | 5 | 7 | JUP +2 | |
| Holder Concentration | 4 | 3 | DRIFT +1 |
Traction
| TVL Trend | 8 | 7 | DRIFT +1 | |
| Active Users | 7 | 8 | JUP +1 | |
| Developer Activity | 7 | 7 | level | |
| Network Growth | 7 | 9 | JUP +2 |
Position
| Market Share | 7 | 8 | JUP +1 | |
| Competitive Moat | 6 | 8 | JUP +2 | |
| Institutional Adoption | 3 | 5 | JUP +2 | |
| Exchange Depth | 3 | 5 | JUP +2 | |
| Social Mindshare | 5 | 7 | JUP +2 |
Risk
| Regulatory Safety | 5 | 5 | level | |
| Catalyst Calendar | 8 | 7 | DRIFT +1 | |
| BTC Alpha Potential | 5 | 7 | JUP +2 | |
| Team Execution | 7 | 7 | level | |
| Treasury Runway | 6 | 6 | level |
Bars read outward from the centre: DRIFT to the left, JUP to the right. The side that leads a variable is filled. Each score is 1 to 10 against the same definition applied to all 251 rated tokens.
Market and supply
| DRIFT | JUP | |
|---|---|---|
| Price | $0.0197 | $0.3145 |
| Market cap | $14.3M | $1.04B |
| Circulating | 72.6% | 33.2% |
| Dilution to full supply | 1.38x | 3.01x |
| Off all-time high | -99.24% | -84.3% |
| To recover the high | 131.6x | 6.4x |
| Total value locked | $520.0M | $2.94B |
| Network | Solana | Solana |
Price, market cap and all-time high from the CoinGecko snapshot fetched 7 Oct 2026. Supply shares are derived from circulating and eventual supply counts, which do not move with price. The 25 scores come from the research pass dated 18 Sept 2026.
Catalyst and risk on each side
DRIFT · HOLD
Relaunch after the 1 April 2026 exploit, no confirmed date
Exploited for $286M on 1 April 2026 via a compromised admin key, deposits and withdrawals suspended. VC vesting Sep 2026 (150M tokens), Solana network risk, competition from Zeta Markets
JUP · HOLD
Net-zero emissions (Feb 2026), Securitize onchain equities live, Jupiter Lend $2B+ TVL, Jupnet omnichain (testnet)
Revenue -78% ($580M→$129M), buyback halted ($70M failed), LIBRA scandal, 72% whale concentration, Jupnet testnet only
Common questions
- Is DRIFT or JUP the better investment?
- On this framework JUP scores higher: 151 against 142 of 250, and it is rated HOLD against HOLD. That is a ranking of fundamentals as recorded at the last scoring pass, not a price forecast, and DRIFT still wins 8 of the 25 individual variables against JUP.
- What is the biggest difference between DRIFT and JUP?
- Revenue Trend. DRIFT scores 8 of 10 there and JUP scores 4, a gap of 4 points on a single variable.
- Which is bigger, DRIFT or JUP?
- DRIFT is valued at $14.3M and JUP at $1.04B on the latest market snapshot.
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Research and analysis, not investment advice. A higher score is one framework applied consistently to 251 tokens, not a prediction that one asset will outperform the other.