Solstice Allocates to Ondo Finance's T-Bill RWAs

Solana’s baseline yield infrastructure should be built on multiple components, not single-strategy dependence.

Solstice is allocating up to $50m to Ondo Finance's tokenized T-bill RWAs to diversify yield sources.

Ondo Finance is a market leader, managing nearly $1.5b in total value locked and holding an 80% share of the yieldcoin market.

Why Multiple Sources

Our approach reported 14.8% trailing 12-month APY through delta-neutral strategies. Adding T-bill exposure creates another layer while reducing concentration risk.

If one component underperforms, others continue generating returns. T-bills provide predictable exposure (~4% APY) while other mechanisms capture opportunities.

The goal: Making Solana’s baseline yield even more stable and attractive to institutional users.

Published 70

@RyanDay

Back from Solana Breakpoint. Lots of bullish news. At Solstice, we’re gearing up for a quite busy month ahead.

Your weekly stablecoin & yield news 🧵

1/ @solsticefi SLX presale goes live Monday, December 22nd on @legiondotcc. That's the winter solstice.

We crossed $325m+ TVL and $1.3m in yield distributed since launch. That’s just two months of work.

No VC allocations. No discounted seed rounds. No early investor unlocks.

https://x.com/legiondotcc/status/2000685306903703800

2/ State Street and Galaxy are launching SWEEP, a tokenized liquidity fund on Solana in early 2026. Ondo commits $200m seed.

https://x.com/solana_daily/status/1998971329224274263

3/ Bhutan launches TER, a sovereign gold-backed token on Solana. Each token represents physical gold held by DK Bank.

The kingdom already holds ~6,000 BTC. Now it's tokenizing its treasury reserves.

https://x.com/wiseadvicesumit/status/1999016926861996380

4/ Sky now supports zero-slippage swaps between USDS and USDC up to $4.25b. Direct 1:1 conversion through the Sky app with no spread.

Cool liquidity.

https://x.com/stablecoin_p/status/1998796884547350746

5/ Spark expands to Avalanche with Savings V2 and spUSDC. $3b in managed assets across the protocol.

https://x.com/avax/status/1998754898402566207

6/ Keel kicks off Tokenization Regatta Season 1, targeting $500m in Solana RWAs. The program incentivizes RWA issuers to launch on Solana with points and rewards.

https://x.com/keel_fi/status/1999080781910864161

7/ Chainlink brings PT-sUSDe to Solana via CCIP. Kamino and Pendle are integration partners. PT-sUSDe is Pendle's principal token for Ethena's staked USDe.

https://x.com/chainlink/status/1999101870019637460

8/ Credora risk ratings go live in Morpho. Users can compare vault positions by default probability instead of APY alone. Credora scores counterparty credit risk using real-time financial data.

https://x.com/Morpho/status/1998757000461824550

9/ RedStone and Gauntlet drop their 2025 Solana Lending Markets Report. Solana lending TVL crossed $3.6b.

https://x.com/redstone_defi/status/1999132191499145502

10/ Yield snapshot for the week:

• eUSX (Solstice): 3.23% APY
• sUSDf (Falcon): 7.63% APY
• syrupUSDC (Maple): 5.46% APY
• sUSDe (Ethena): 4.42% APY
• sUSDS (Sky): 4.25% APY

Hope this helps and you’re hyped as much as we are.

Follow and open notifications:

• @RyanDay for weekly stablecoin & yield insights
• @solsticefi to catch up with our upcoming SLX presale - Dec 22nd

Published 71