Solstice x Orca Partnership - Up to 10x Flares Multipliers

Your capital sits in one place earning one type of yield. What if it could work across multiple strategies simultaneously?

Solstice provides baseline exposure through delta-neutral positions. Orca provides concentrated liquidity deployment through clean interfaces.

This partnership between Solstice and Orca lets you stack both approaches.

Why This Partnership Works

Solstice brings the baseline yield:

• USX: The fifth biggest dollar asset on Solana with 200m+ in TVL
• YieldVault: Protocol that tokenizes the access to our private delta-neutral strategy with ~10%+ APY averaged in the last 7 days.

Liquid USX markets make Internet Capital Markets easier to use at scale.

Orca provides the deployment layer:

• $16.49b monthly DEX volume
• $466.94m total value locked

Orca's NFT position tracking and lower costs are designed to help you manage concentrated liquidity positions.

Flares Program Integration

Flares are Solstice points earned through interaction with Solstice products and partner protocols. Think of them as a loyalty program that rewards deeper ecosystem participation.

Flares represent your share of the upcoming SLX airdrop, which will occur after TGE planned in December 2025. Currently, 7.5% of the SLX supply is reserved for the Flares campaign. Additional supply will be unlocked as TVL grows.

Get started with early adopter boosts up to 1.35x:

1. Join the Flares campaign.
2. Lock USX or USDC (USDT soon) in YieldVault to get eUSX.
3. Deploy USX, eUSX, and USDC to Orca liquidity pools for Flares multipliers:

More activity across integrated protocols like Orca means boosted Flares accumulation.

• Supply USX to USX/USDC pool - 10x multiplier
• Supply USDC to USX/USDC pool - 5x multiplier
• Supply USX to eUSX/USX pool - 10x multiplier
• Supply eUSX to eUSX/USX pool - 2x multiplier

Single position unlocks three streams:

1. YieldVault base APY
2. Orca’s trading fees
3. Flares

Your capital may access multiple opportunities through Orca while maintaining the baseline foundation you started with.

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.

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@WrecksGG

1/ The stablecoin market just crossed $300b. Solana hit an all-time high in onchain dollars. Solstice launched a Solana-native dollar asset and baseline yield.

Your weekly stablecoin & yield news 🧵

2/ Solstice officially launched USX on Solana with $197m+ TVL. Solstice’s private strategy has delivered 10.04% APY over the last 7 days through tokenized delta-neutral strategies.

USX is now the 5th largest dollar asset on Solana. Interact with the protocol to earn Flares.

https://x.com/solsticefi/status/1974095934788415867

3/ Total stablecoin market hit $300b on Oct 3rd. Payment stablecoins at $281.33b, yield-bearing at $18.79b (6.3% of market).

That marks 46.8% growth YTD. USDT dominates with $176b (58%), followed by USDC at $74b.

https://x.com/TedPillows/status/1966607759606247656

4/ Solana stablecoins reached an all-time high of $15b. The network added $1.31b in the last 7 days, a 9.54% weekly increase.

Internet capital markets accelerating in real time.

https://x.com/SolanaSensei/status/1974074753892954525

5/ Sky launched Keel on Solana with a $2.5b roadmap. The capital allocator deploys USDS reserves into DeFi and RWAs.

Early integrations include Kamino, Jupiter, and Raydium. Keel is Sky's third autonomous star, set to become the largest allocator on Solana.

https://x.com/keel_fi/status/1972876394343670153

6/ Ethena partnered with Sui Network and SUIG to launch suiUSDe and USDi in Q4 2025.

suiUSDe uses Ethena's delta-neutral model. USDi backed by BlackRock BUIDL. Revenue funds SUI buybacks.

https://x.com/ethena_labs/status/1973531427057836456

7/ Circle launched USYC on Solana. The tokenized money market fund went live this week, giving users direct access to institutional treasury yields onchain.

https://x.com/solanafloor/status/1973440765184606325

8/ ORO brought tokenized gold to Solana. GOLD is backed 1:1 by vaulted, redeemable gold. stGold offers 3-4% APR for holders seeking to earn on gold exposure.

https://x.com/orogoldapp/status/1973067852669239784

9/ Stripe launched Open Issuance following their $1.1b Bridge acquisition. Businesses can now create and manage their own stablecoins while capturing yield from reserves.

This changes the economics of who builds and who benefits from stablecoin interest.

https://x.com/stripe/status/1973051528563789842

10/ Yield snapshot for the week:

• eUSX (Solstice): 10.04% APY

• sUSDf (Falcon): 9.95% APY

• SyrupUSDC (Maple): 6.86% APY

• sUSDe (Ethena): 5.24% APY

• sUSDS (Sky): 4.75% APY

11/ If this helped, follow @WrecksGG for weekly stablecoin and yield insights.

We just launched @solsticefi last week. Follow and open notifications.

Published 33

@ben_solstice

1/ USX and YieldVault are natural byproducts of Internet Capital Markets.

A little over a week since @solsticefi launched Solana's fifth largest dollar asset with $200m+ in TVL. USX reached over 15,000 users. 11,000+ users locked $84m+ into YieldVault.

Let’s break down what happened 🧵

https://x.com/solsticefi/status/1972945799475777866

2/ USX is the native synthetic dollar asset. YieldVault provides baseline yield by allowing users to lock USX and receive eUSX in return. eUSX represents access to Solstice's delta-neutral strategies, which reported 15.4% APY over the trailing 12 months.

Users can use eUSX as collateral for more complex strategies, like borrowing and lending, while maintaining exposure to the baseline yield.

3/ Launch week by the numbers:

Total TVL growth: $40m Daily TVL growth: $4.4m avg eUSX to USX lock ratio: 40.7%

Our private strategies reported 7.94% APY averaged over the first 7 days.

https://x.com/solsticefi/status/1974096095719665965

4/ We launched Flares, our points program with 7.5% of SLX supply allocated for rewards. SLX is Solstice's ecosystem token with an upcoming TGE. Reward supply grows with TVL milestones.

Hold USX and eUSX. That is your entry point. Everything else builds from there.

5/ Our partnerships now include Raydium, Kamino, and Orca. Exponent coming soon. While exploring what Solana has to offer, you retain your baseline yield and get Flares.

Supply USX, eUSX, or USDC to Raydium and Orca pools for up to 10x Flares multipliers. Kamino is now live, supply and borrow USX or supply eUSX for up to 5x multipliers.

6/ To everyone who locked USX in week one: you are the early foundation.

To the protocols integrating USX: you are expanding the surface area for Internet Capital Markets on Solana.

To the skeptics doing the math: keep going. That is how better infrastructure gets built.

7/ Week one is done. The work continues. More partnerships. More transparency. More yield for everyone.

Check out what we built at solstice.finance.

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