CPO at solsticefi . A strategy product-nerd, crypto try-hard, investor, deFI builder and motorsport fanatic
sydney
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Phone died - now what?
If the phone is gone, this is how you get each wallet back.
@phantom: If you created the wallet with Google or Apple, you restore it by signing in with that same account and the 4-digit PIN you set. If you exported the 12-word recovery phrase, you can import those words instead. Saving the Phantom app to iCloud or Google Drive does not restore the wallet.
@solflare: You restore with the recovery phrase you wrote down when you created the wallet. Solflare does not keep a copy, so that phrase is the only way back in.
@Backpack: You restore with the seed phrase. If the device is gone and you don't have those words, Backpack cannot restore the wallet.
@JupiterExchange: If you created a seed wallet, you restore with the 12 or 24 words. If you signed in with social login, the app does not show a recovery phrase. You export the private key from the Jupiter website while you still have access, then import that key on the new phone.
@Ledger: The keys sit on the device. If the device is gone, you restore on a new Ledger with the 24-word backup you wrote down at setup.
@MetaMask: If you created the wallet with a recovery phrase, you import those words on the new phone. If you created it by signing in with Google, Apple, or Telegram, you sign in with that same account and the MetaMask password you chose.
@TrustWallet: A normal Trust wallet restores with the 12-word recovery phrase. SWIFT is a separate setup inside the same app. It does not use 12 words. It saves a passkey to iCloud Keychain on iPhone, or to Google Password Manager on Android. On a new phone, sign into that same Apple or Google account, add an existing wallet, and pick SWIFT.
Bookmark this.
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None of these apps can reset the backup for you. If you used Google or Apple on @phantom, they also cannot reset the PIN.
Which wallet do you use?
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Christopher Abbott retweeted
strcUSX is live in YieldVault - the first Solana-native STRC product with senior protection.
@Strategy's STRC pays a ~12% cash dividend. strcUSX brings that stream onchain & splits it in two:
- Senior: paid first, toward a ~7% target.
- Junior: first-loss, with a variable ~20% target.
Bitcoin is the asset. Solana is the infrastructure.
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strcUSX just shipped on YieldVault.
New strategy, same rails. Pick senior or junior and go.
Tranche is the infra that we can apply to any strategy we bring. And we have lots planned.
aiUSX and tbUSX next - we keep stacking.
strcUSX is live in YieldVault - the first Solana-native STRC product with senior protection.
@Strategy's STRC pays a ~12% cash dividend. strcUSX brings that stream onchain & splits it in two:
- Senior: paid first, toward a ~7% target.
- Junior: first-loss, with a variable ~20% target.
Bitcoin is the asset. Solana is the infrastructure.
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Christopher Abbott retweeted
Yield-bearing stablecoin is a useless label.
Payment rails, bill pass-throughs, delta-neutral books, and managed credit all wear it. They share almost nothing under the hood though.
Comparing them on headline APY is comparing a money market fund to a basis trade and pretending the scale is the same.
1. Payment stables are a dollar claim. The classic model parks reserves in bills & keeps the income. Holders get utility - not the yield.
2. RWA pass-throughs send the bill yield to the holder, but the engine still lives offchain: custodians, an SPV, a redemption pipe. When that pipe is closed, you are back on bank settlement clocks.
3. Delta-neutral books harvest funding and basis with a hedge designed to cancel direction. Hot when leverage demand is hot. A different product when funding compresses. Exactly why we’re pushing for more strategies in YieldVault right now.
4. Managed credit is underwriting. A desk prices borrowers. You take manager risk and first loss under a stablecoin ticker.
Wherever a label hides the engine, I see opacity. That is usually where the cost sits.
The only useful question is the source of the yield. Name that engine in one sentence - then name how it fails.
If a product can't do the first sentence, you are underwriting a brand.
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Yield is becoming an API, not a destination.
You used to open five apps, bridge twice, and babysit a vault just to make idle cash do something.
Now the app you already live in can put that under a toggle. Most people never open the protocol.
Look at the apps people already use.
Retail and wallets: @RobinhoodApp, @coinbase, @binance, @TrustWallet, @Ledger, @MetaMask, @solflare, @JupiterExchange.
Exchanges, custody, payroll: @krakenfx, @FireblocksHQ, @cryptocom, @deel.
Same stack under different brands. Retail front, onchain credit back.
Under the floor: @Morpho, @veda_labs, @aave, @SteakhouseFi, @kamino, @privy_io.
@aave just shipped Stable Vaults so any business can embed fixed-rate stablecoin yield into a product. Wallets, exchanges, and payment apps can ship it without building a lending desk from scratch.
Variable markets sit under the floor. The app ships a rate on top.
Who wins when yield becomes plumbing?
The app that owns you, and the infra boring enough to plug into at scale.
Farms stay for people who want the steering wheel. Default money wants a toggle.
Hiding the interface is progress. Keeping risk legible still matters. When something under the floor breaks, the brand you opened still owns the phone call.
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Christopher Abbott retweeted
What do you need to be profitable in Web3?
@ben_solstice , Co-founder and CEO of @solsticefi dives into this and more. Episode 👇
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Most stables are built to sit - we built USX to move.
And composability is the product.
Your dollar shouldn't die in one app, and every new use shouldn't force a new wrapper and a fresh learning curve. USX is designed so the same dollar keeps working.
Get in and out the normal way:
Mint or swap into USX. Redeem or swap out. One unit across the path.
If you want yield without babysitting a strategy:
Lock USX in YieldVault and pick one. eUSX is live (delta-neutral). More strategies load onto the same rails. You hold a normal token, and it can still move into the rest of DeFi.
If you want a known rate:
@ExponentFinance turns that cashflow into PT and YT. Lock a fixed rate to a date, take the floating side, LP the market, or park a YT limit order.
If you want to lend, borrow, or lever without restarting:
@kamino and @Loopscale take USX and eUSX as credit. Kamino also runs USDG, Multiply on eUSX, and PT collateral if you want leverage on a locked rate. Loopscale is the order-book path. Same unit the whole way.
If you'd rather not run the book:
@AllezLabs on Kamino takes USX into their lending vault or the Yield Looping Vault (eUSX + PT loops). They handle rolls and LTVs. You can still do it yourself if you prefer.
If you're already in USDC:
@RockawayX's RWA vault on Kamino includes YieldVault as one sleeve next to other yield sources. Solstice exposure without a separate Solstice-only stack.
Need to trade?
@orca_so and @Raydium. USX and eUSX pools where Solana already routes.
Farm maps push you into someone else's checklist. A rail keeps one dollar useful across normal DeFi without starting over each time.
That's what we shipped with USX.
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aiUSX is coming, and I haven't shut up about it internally for three weeks. Now it's your problem too.
Quick version: aiUSX is onchain exposure to AI-infrastructure lending. The compute, the data centers, the steel and silicon the whole AI boom runs on. That market is going to be enormous, and Solstice is the one bringing it on Solana.
aiUSX plugs into the exact same machine as everything else we ship: YieldVault. One primitive. You take a licensed, off-chain strategy, wrap it once, and out comes a clean onchain token. Same way capital goes in, same way it redeems, same plumbing every time.
Delta-neutral is live as eUSX. Structured credit is up next as strcUSX. AI-infrastructure lending is aiUSX, loading now.
Most teams would burn a quarter and a war room to bolt on a new yield source. We bolt it onto rails that already exist and the whole stack inherits it for free. No renegotiation, no Frankenstein integrations. The vault does not care where the yield comes from. It routes it the same way, every time.
That is the flex. One set of rails, any yield we want on top.
aiUSX is the newest plate on the bar. We're just getting warmed up.
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The live Solstice stack, as of this week:
USX settling as the base asset. eUSX running the delta-neutral book. stSLX staking with PT/YT markets live on @ExponentFinance.
YieldVault is the unlock. Every product inherits the same surface - mint and redeem in USX, capacity caps, capital controls, continuous reporting. A new yield source is a strategy integration, not a rebuild. We don't start over - we plug in.
So the stack you see today is the slow version of what this looks like.
Next up: aiUSX is in active design, bringing AI infrastructure financing onchain with @tensorx_ai. More engines lined up behind it.
x.com/solsticefi/status/2070…
Accelerate or die.
Europe wants AI it can run on its own soil. That takes hardware, and the capital to finance it.
Solstice and @tensorx_ai are putting up to $1,000,000,000 behind it.
A billy.
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$500m TVL, countless exchanges, 70+ pairs. 25k+ holders - #1 on CoinMarketCap.
That was last week.
This week we're bringing AI infrastructure yield onchain.
aiUSX is coming soon. $300b+ in AI hardware spend needs financing - at Solstice we're building the pipe.
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.
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