dForce USD (USX)

We’ve seen some protocols or even exchanges fail before because they didn’t have assets enough to fully back their users holdings (collateral)

Promising 1:1 backing while running under collateralized and sometimes even doing shady plays behind the scenes

Solstice made the move to be fully transparent releasing a Proof of Solvency page

Proving that USX is overcollateralized at 100.6% with reserves of $365.5M against the $363.3M supply

https://t.co/zjw1kM9YwF

I Learned Solstice #3 - When Everything Finally Clicks

➥ This week with @solsticefi felt different.

Not because of hype, but because things finally started to make sense.

With things like instant collateral (stETH via Lido V3) and structured yield products, it's clear Solstice is not only targeting retail farmers.

It's quietly aligning with what larger capital wants: efficiency, composability, and capital reuse.

Of course, the risks are just as real.

Recent events like the Drift incident showed how interconnected everything is.

In a composable system, problems don’t stay isolated they spread.

Right now, Solstice is powerful, but not easy. Most people don't understand the flows.

But that's also where the opportunity is.

What actually matters:

> Narrative: moving from "yield farming" → "financial infrastructure"
> Capital flow: USX becoming a base asset across protocols
> Adoption signal: integrations with major players
> Risk: composability amplifies both upside and downside
> Timing: still early, not fully abstracted for mass users

Solstice isn't just about getting yield anymore.