Private AI infrastructure can't be financed by the companies it's designed to replace.
That financing is moving onchain - for the people.
aiUSX is coming.
USX borrow demand on @kamino grew 75% in the last 60 days. But supply grew only 21%.
The Solstice USX Vault is now live to close the gap.
$9k+ USX in incentives over the first 12 weeks.
Say hi to Will Au, Solstice's new CTO.
Will led engineering at First Digital, the team behind FDUSD - dollar infrastructure built for scale.
Now he's building the Yield Layer with us.
Accelerate. 🫡
The Solstice Looping Vault runs exactly this playbook, and just filled its $2M cap.
[DONE] Source delta-neutral yield on @solsticefi, lock in a fixed rate on @ExponentFinance
[NEXT] Supply the PTs to @kamino, borrow against them for liquid capital
[NEXT] Repeat
The Solstice Market on @kamino has crossed $15M in PT-USX and PT-eUSX deposits
Fixed-rate assets are growing as the collateral of choice for capital efficient strategies on Solana's leading credit market ↓
The Solstice Market on @kamino has crossed $15M in PT-USX and PT-eUSX deposits
Fixed-rate assets are growing as the collateral of choice for capital efficient strategies on Solana's leading credit market ↓
Quick heads-up - If you chose 3-month vesting, your unvested $SLX is tied to a TVL minimum. Let it slip, and you forfeit it.
Top up your TVL to the required minimum ASAP. Check your position before it's too late.
If you chose 9 month vesting, rest easy.
Information only. Not an offer or solicitation. Digital assets carry risk, including possible loss of principal. Availability varies by jurisdiction. Past performance is not indicative of future results
Is pre-seed funding officially dead?
@CryptoGamr from @Forkast breaks down how the raw timeline from having an idea to getting acquired is completely breaking.
USX borrow demand on @kamino grew 75% in the last 60 days. But supply grew only 21%.
The Solstice USX Vault is now live to close the gap.
$9k+ USX in incentives over the first 12 weeks.
Information only. Not an offer or solicitation. Digital assets carry risk, including possible loss of principal. Availability varies by jurisdiction. Past performance is not indicative of future results.
"Where does the collateral actually sit?"
It's the only custody question that matters, and most projects answer it with a diagram and a prayer.
Here's the boring version of how it works at @solsticefi, day to day:
Capital comes in onchain and lands in segregated vaults.
Crypto Fear & Greed Index printed Fear - once more.
The strategy behind eUSX has seen this weather before: three years of delta-neutral trading, zero negative months, every drawdown in between.
Past performance does not guarantee future results. All investments carry risk of loss. Performance data is provided for informational purposes and does not constitute investment advice.