Treasury DAO | Basement DAO

Ace retweeted
The Fight Club competition on @PhoenixTrade is a scam. They don't reward traders. They reward a couple of KOL's. KOL's get a good meal in Dubai, traders get shit. Below is the 6 biggest claims of the first 15k$ day. 5 wallets claimed 6k$ of the 15k$ and hardly traded anything. Pure referral income.
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Updated @solsticefi Moon Math for @xeetdotai rewards 🚀 the Top 100 will share 1% of the SLX supply but how much will each user at each rank get? Here's the breakdown 👇 Two things we need to predict the rewards; > potential FDV > breakdown of SLX across the Top 100 creators 1⃣ Potential FDV Here are some of the facts; > $900k & 14% of the target Legion raise was met for SLX > Polymarket odds for over $50M are 84% now over $100M is 32% > Huma Finance, raised $45M, has a FDV of $246M > Meteora has $600M TVL and a FDV of $250M Looking at Polymarket odds, competitors & Legion pre-sale, I assume we're looking at a FDV of around $70-90M ✅ 2⃣ Breakdown of Rewards I did more research into how other projects have rewarded content creators; Infinex, Hana, Theoriq, Arbitrum, Katana, Lombard etc. -> they all had top heavy reward systems the formula is similar to; > wi = 101-i (i=1..100) This would equate to the following % of rewards; Rank 1 -> 1.98% Rank 3 -> 1.94% Rank 10 -> 1.8% Rank 50 -> 1% Rank 90 -> 0.2% Rank 100 -> 0.02% 3⃣ Rewards Calculation 1% of $70-90M FDV -> around $800k in rewards Rank 1 -> $15,840 Rank 10 -> $14,400 Rank 100 -> $1,600 I do think we might get more rewards flowing to the bottom of the Top 100 from the top but at a minimum the bottom user can expect $1,600 imo This is for sure going to be an absolute cook for those on the leaderboard 🔥 Where are you ranked on the Xeet LB rn? gSolstice!
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Solstice CEO @ben_solstice took the stage today at Solana Breakpoint. CONFIRMED: SLX token sale is coming - Dec 22nd. Intern holds USX, do you?
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Start your engines.
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If you're holding USX right now, you might want to keep holding. If you’re not - clock is ticking. 🌒
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With the most likely delayed TGE, this seems to be a realistic approach.
Time for updated @solsticefi Moon Math 🚀 With only a 6% chance at TGE in December we need to calculate for more total Flares... The good news is the airdrop numbers still look great Here are my updated calculations 👇 In order to get an accurate airdrop prediction we need an estimated; > FDV > Total number of Flares > Allocation of Flares for airdrop 1⃣ FDV Prediction I previously compared Solstice to other Solana projects; - Meteora, $650M TVL -> $340M FDV - Kamino Finance, $2.5B TVL -> $440M FDV - Drift, $930M TVL -> $210M FDV - Orca, $350M TVL -> $84M FDV 👀 I'm a big Solstice bull but we also have to be realistic on the FDV Based on the above, I'd expect a FDV of $100M-$125M ✅ 2⃣ Total Number of Flares Total Flares right now -> 38B The current Flare emission rate (calculated by @WittyChartGuy) -> 1.89B/day BUT, don't forget we now have the Ethos boosts & USX & eUSX one-off boosts coming soon I expect daily Flare emission to average out to around 2.2B/day Expected TGE date -> 82% chance by March via @Polymarket Let's assume end of Feb TGE That's 90 days * 2.2B -> 198B + 38B Total expected Flares -> 236B 🔥 3⃣ Allocation of Flares I think we see another milestone hit Expecting 8.5% supply of SLX for Flare holders by TGE 4⃣ Final Calculation > $125M FDV > 236B Flares > 8.5% allocation That's $10.6M in rewards for 236B Flares $0.000045 per Flare or $45 per 1M Flares ✅ I'm now expecting at least 35M Flares by TGE Which would still be a $1,575 airdrop ⭐️ What do you think? Am I being too bullish or bearish? gSolstice!
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I'm thinking that this is presale then we get TGE within 1 month after it. So TGE on January.
Winter solstice falls on December 21. The shortest day of the year. The moment the light starts coming back.
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Stablehacks 2025: @marcusmaute of @solsticestaking will join the panel with Kamino, Fireblocks, Morpho, and Steakhouse. See you in Zurich. 🇨🇭
⏳ T-minus one week until the Global Stablecoin Roundtable hosted in collaboration with @Solana and @tenity_global! We're excited to have @solsticefi, our client and partner, join us as a sponsor for the event along with @Keyrock, @Morpho, @FireblocksHQ and @SteakhouseFi, whose expertise and collaboration are instrumental in shaping this evolution in crypto. This closed-door gathering will also include expert voices from finance, technology, and regulation including AMINA Bank Board Member Hans Kuhn and senior leaders from companies like @UBS, @Bybit_Official, @BlockdaemonHQ, @Postfinance, @P2Pvalidator, @FTI_Global, @zkb_ch, and @AllUnityStable. 👉 Register now while spots are still open: eu1.hubs.ly/H0pYTyW0 What to Expect ✔️ High-level conversations with senior executives and innovators ✔️ Panels exploring stablecoin use cases, technology, and regulatory frameworks ✔️ Networking with leaders across banking, fintech, and digital assets Event Details 📍 Venue: Tenity HQ, Zürich 📅 Date: Tuesday, 2 December 2025 ⏰ Time: 14:00 – 17:00 #AMINAEvents #Stablecoins #DigitalAssets #FintechInnovation #Web3 #Blockchain
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This is probably the most realistic calculation. Lots of moon maths going around.
Time for revised @solsticefi Moon Math 🚀 Been seeing insanely bullish airdrop numbers float around... But are those numbers hopium or realistic? Here are my updated calculations w. details 👇 In order to get an accurate airdrop prediction we need an estimated; > FDV > Total number of Flares > Allocation of Flares for airdrop 1⃣ FDV Prediction Solstice is an amazing DApp & great product However, I realistically don't think we get a FDV above $150M Here's some Solana based projects we can use to estimate a realistic FDV; > Meteora has a $350M FDV with $650M TVL & $950M in annual fees > Kamino Finance, the largest lending platform on Solana with $2.5B FDV has a marketcap of $150M and a FDV of $480M > Drift, the largest perp DEX on Solana, has $930M TVL, $43M of revenue & a marketcap of $90M with a FDV of $219M > Orca, one of the largest DEX's on Solana, has a FDV of $84M These are some of the largest & most profitable Solana DApps, with more TVL than Solstice & have marketcaps between $84M -> $480M Conclusion: Realistically expecting a $125M FDV for Solstice ✅ 2⃣ Total Number of Flares Total Flares right now -> 24B The current Flare emission rate -> 1.5B/day BUT, don't forget that USX & eUSX holders will get a retroactive 4x, 6x, 10x & 15x Flare boost for holding 1-3 months -> 20B Flares With expected TGE for December 21st (bull case) that's 43B more Flares Total Flares by TGE: 87B 3⃣ Allocation of Flares The team confirmed the 8% Flare allocation will all be going to S1 which is bullish 4⃣ Final Calculation of Airdrop ⭐️ > $125M FDV > 87B Flares > 8% allocation That comes out to $10M in rewards for 87B Flares That's $0.0001149 per Flare 🔥 1,000,000 Flares would be $115 ✅ I am expecting 25M Flares by TGE Which would be a $2,875 airdrop 🚀 Amazingly bullish tbh so I'd agree with the bullish sentiment of the other calculations What do you think? Am I being bullish or bearish? gSolstice 🔥
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Looks like the @solsticefi team is swooping in to save the YT-eUSX holders with a 1- time loyalty bonus of flares. Two thoughts: 1: Thank you Solstice team for taking community feedback and some responsibility for the affects the launch of YT-USX caused to the market Exponent markets. However... 2. I want everyone to know that teams don't always come swooping in to the rescue, this is more of a rare case in investing as we are the only one's responsible for our investment decisions. Was still bullish Solstice regardless of the compensation. To 100M Flares 🫡
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Ace retweeted
I was going through @solsticefi faqs as I’ve been doing for the past 3 days and found something worth sharing about fund verification. “how can i verify my funds are safely backed” and the answer is pretty solid. they have a proof of reserves dashboard with real time verification through api integrations with custody providers. you can see current collateral ratios, custody attestations, and performance verification. technical users can even run independent verification scripts against public apis. the verification runs independently from the fund management systems. this is transparency that a lot of protocols don’t offer. you’re not just trusting them when they say your funds are safe, you can actually verify it yourself. the fact that verification operates separately from management systems matters too. means you’re checking against independent custody providers, not just trusting solstice’s own reporting. if you’re deploying serious capital, being able to independently verify backing is huge not just taking their word for it. yield protocols tell you tvl numbers and you just hope they’re real. solstice lets you verify through custody provider apis. sharing this because people should know they can actually check this stuff themselves. don’t just trust, verify.
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Ace retweeted
This is the biggest reason why you didn't see anyone on your TL celebrating BTC ATHs or aren't that overjoyed that BTC is over $100k. Because retail stopped buying. Institutional buyers are the ones supporting price through their demand at this point, which is why BTC doesn't collapse as fast as other altcoins without big names behind them. There is no crypto bear. Just altcoin bear.
Retail Investors, the Biggest Absentees of this Cycle “We are seeing the rise of new whales, companies building treasury reserves, and addresses that accumulate without selling. All of this makes the current cycle structurally different from previous ones.” – By @Darkfost_Coc
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$250m+ TVL milestone hit - bigger rewards pool just unlocked. 🌞 We're expanding the upcoming SLX airdrop to 8% of total supply. Your Flares now claim a bigger slice. Next goal: $375m.
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New way to get flares on @solsticefi. I supplied around $120 USX to YT-eUSX to try it out. I got around 25k flares. I have to see in the following days if it's still a great (but risky) option instead of the 2 choices in the next post.
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1) Holding USX: $100 x 5 (holding mult) = 500 daily flares x 30 days = 15,000 flares $100 x 6 (1 month mult) = 600 daily flares x 30 days =18,000 flares Total = 33,000
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Hard to check the daily flares cause of UI but the ff can be the actual case: 1) less than 30 days, 5x 2) more than 30 days to less than 90 days, 6x retroactive (5x is removed) 3) more than 90 days, 15x retroactive (6x is removed) *Any new deposit you do starts from day 1 again
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Replying to @acen212 @solsticefi
2) Orca Defi (can change depending on how you provide LP) 50 $USX to LP x10 = 500 x 30 days = 15,000 50 $USDC to LP x5 = 250 x 30 days = 7,500 Total = 22,500
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1.4x Orca partner code multiplier affects this
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