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@acen212

Treasury DAO | Basement DAO

Katılım Temmuz 2021
361 Takip Edilen591 Takipçiler
mpozzecco
mpozzecco@mpozzecco·
New YT-USX for @solsticefi is live. Maturity moved from 9 Feb → 1 June. No migration flow... Just close old, open new. Heads up: > Move before Feb 13 → +25% flare boost > Earlier move = longer boost window $100 scenerio example: Old YT-USX (9 Feb): ~9.7M flares New YT-USX (1 Jun): ~10.7M flares My take is, in the long term new YT wins. I’m sticking with old YT to max S1 flares. How's your strategy?
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Solstice@solsticefi

New USX and eUSX maturities are live on @ExponentFinance - they split Solstice's yield and Flares exposure into tradeable tokens. Two paths: PT for fixed yield through maturity, YT for leveraged variable yield exposure. 1JUN26 pools are now open. For existing users: Your current positions won't auto-roll - migrate to the new maturities to keep earning Flares. Migrate now - get a 25% Flares boost on top of your existing multipliers until Feb 13th. The earlier you migrate, the more boosted days you earn. Applies to both Farm and Liquidity positions. Note: The 25% boost applies to YT and LP positions held as of Jan 29th. Positions opened after that date are not eligible for the migration boost. Why migrate now: - Liquidity positions accumulate Flares faster with fresh reward pools - Farm positions (YT-USX/eUSX) stay aligned for Solstice's next season For new users: Same Flares multipliers as before, plus fresh liquidity rewards: - YT-USX: 30x Flares - LP: 20x Flares + $10K in USX rewards - YT-eUSX: 15x Flares - LP: 10x Flares + $10K in eUSX rewards

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Solstice
Solstice@solsticefi·
Tomorrow: new USX & eUSX markets will launch on @ExponentFinance. Same as before: - PT-USX and eUSX lock in fixed yield through updated maturity. - YT-USX and eUSX give you leveraged exposure to variable yield. Snapshot already taken. Those holding PT/YTs can get 25% boosted Flares by migrating before Feb 11th. Full details drop with the launch.
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Ace
Ace@acen212·
@Crypto_Zh0u @solsticefi Also worth noting that memecoin liquidity is coming back via penguin. Solstice need to market better imo and fix their dashboard
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Ace
Ace@acen212·
@Crypto_Zh0u @solsticefi Sounds reasonable. I was thinking around 60$ per 1m flares. Hard to get definite numbers cause all backlogged flares from multipliers are not yet distributed.
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Zh0u
Zh0u@Crypto_Zh0u·
Some updated @solsticefi moonmath using this Flare simulator: ➣ Currently I'm on 16.26m Flares, earning around 470K per day Assuming TGE is mid February, as speculated by some & launching FDV is the same as $SLX Pre-Sale at $130m, then I'm projected to get $2.9K in rewards 👀 This is excluding the rewards from Top 100 (Top 10 at the moment) on @xeetdotai tournament 😬 Is this too much hopium? 😆
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thebbz 👷🏼‍♂️@thebbz

released some quick fixes on the @solsticefi calculator: fixes: > wallets with a large number of signatures were crashing because Vercel functions have a 60-second timeout, so i added a backend for these wallets. It now handles any wallet size. > updated the header since the public sale has finished. > improved response times and faster on-chain calculations. give it a try and let me know if there are any issues or bugs 🫡

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awestin.eth
awestin.eth@austiinxbt·
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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Ace
Ace@acen212·
@NotEnoughDash @solsticefi @thebbz There's also the possibility of vesting for airdrop. The team neither directly denied nor confirmed if there will be one.
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Dash
Dash@NotEnoughDash·
sheeeeesh, my potential airdrop became terribly small after the @solsticefi tokenomics announcement Assuming that the FDV will be $100 million and the TGE will be on February 2, 2026, I will receive $184, which will be slightly more than the amount I invested🥲 @thebbz, is this some kind of mistake, or is everything in accordance with the new tokenomics?
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Ace@acen212·
@austiinxbt @solsticefi Yeah good for flare farmers but unsure for presale buyers cause they would need 260m to 2x. Probably a good TGE estimate is a day before YT USX expires, around Feb 8.
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awestin.eth
awestin.eth@austiinxbt·
Almost at 25,000,000 Flares on @solsticefi 🔥 pre-sale for SLX goes live on Monday > $130M FDV > 50% unlock at TGE & 50% 3 months vesting My thoughts: the FDV number is giving us some very bullish Moon Math on the value of Flares Assuming; > Total Flares of 120B > 8.5% allocation > $130M FDV That's $92 per 1M Flares! If this pre-sale receives a lot of interest, that gives us confidence that we have the possibility of TGE over or close to $130M Let's see what happens on Monday... could be insanely bullish 24M Flares = $2,200 which I'd love lol gSolstice!
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Ace
Ace@acen212·
@OxLenz @Deebs_DeFi Tonso activity period ends on Jan 30 so that's reasonable. YT USX also expires on Feb 9 so I reckon it's before that.
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Lenz
Lenz@OxLenz·
@Deebs_DeFi I think it is very likely that we will see TGE $SLX in February
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Deebs DeFi 🛰
Deebs DeFi 🛰@Deebs_DeFi·
Maybe I’m being dramatic But if you’re going to have an ICO in these markets… You REALLY should disclose the TGE date Or give the community a good idea of when it might happen $130M FDV seems fair given the TVL But I still have no idea if TGE is happening in 2 weeks 2 months 6 months This plays a big factor in how much capital I’m willing to lock up Solstice intern…please give me a sign 🙏🏻
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Ace
Ace@acen212·
@0xCzyzu @solsticefi My expectation is $100 per 1m flares for January TGE. If it's February, it's gonna be $50 per 1m flares.... The dilution is that bad.
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Czyzu
Czyzu@0xCzyzu·
things we can learn about @solsticefi from tonso launch: > no slx tge before 30.01.2026 > rewards vested: 50% tge, 50% linear 3M vesting imo, solstice team will make sure that all creators are treated the same so xeet tournament will probably have the same rules thoughts?
Wals@walsxbt

First flagship project to join TONSO is @solsticefi 0.25% in $SLX supply and 1000 Buzz is going to creators - being early is crucial Register now, refer your friends and TG Creators and monetize with @tonso_ai!

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thebbz 👷🏼‍♂️
good alpha from my boy @SatoshiXXL 🫡 the project is fairly new and apparently it’s starting today with solstice leaderboard. i was checking on the solstice discord but they didn’t confirmed or denied it. seems to be an infoFi but on telegram, how will that work not quite sure tbh but will test and provide a review later.
Satoshi XXL@SatoshiXXL

A new InfoFi @tonso_ai, but instead of X, it’s on Telegram t.me/TonsoAIBot/app… There are already 4 projects with rewards. One of them is @solsticefi with a reward pool: 0.25% $SLX for creators and 1,000 BUZZ for users. Activity period: 12/16/25 – 01/30/26. Claim period: Q1 2026.

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awestin.eth
awestin.eth@austiinxbt·
Time for revised @solsticefi Moon Math 🚀 Polymarket odds for the FDV of Solstice are out... & we can use it to calculate the probability of the value of Flares Here are my updated airdrop calculations for Flares 👇 To get an accurate airdrop prediction we need to estimate; > Total number of Flares > Allocation of Flares > FDV (using Polymarket odds) 1⃣ Total Number of Flares Total Flares now -> 63B Flare emission rate -> 1.9B/day & we have more boosts coming for USX & eUSX holders -> 30B With expected TGE in Feb that's 207B Flares ((60 days * 1.9B) + 30B + 63B) Total Flares by TGE: 207B ✅ 2⃣ Allocation of Flares The team confirmed that the full Flare allocation will be for S1 I expect us to hit another milestone & have a 8.5% allocation ✅ 3⃣ FDV (Using Polymarket Odds) These values represent the % chance Solstice will be above each FDV 1 day after TGE $50M -> 83% $100M -> 53% $200M -> 18% $300M -> 12% $400M -> 9% We can use these values to calculate the final value of the airdrop at each FDV 4⃣ Final Calculation of Airdrop ⭐️ > 159B > 8.5% allocation Value per 1M Flares at each FDV $50M FDV -> $20.53 👍 $100M FDV -> $41.06 🔥 $200M FDV -> $82.13 🚀 $300M FDV -> $123.19 ⭐️ $400M FDV -> $163.25 🤩 Summary: Right now, there is a 53% chance Flares are over $41.06 the day after TGE My expectation is we will see Flares between $35-60 on TGE That would be a potential $2,000 airdrop for me which I love 🔥 What do you think? Happy with the value of Flares?
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MaskJiro
MaskJiro@maskjiro·
What happened to @solsticefi Flares emission?? It jumped to 63B in total emission, +6.3B in 35 hours. It's 4.2B/day emission rate, obviously ATH rate since I began to take notes. Even when it keeps 3B/day pace, we will see 90B+ total Flares on the 21st December. And 90B is quite larger than the most cases people predicted. What is happening Flares emission when TVL just keeps staying at the same level?
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Solstice
Solstice@solsticefi·
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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Ace
Ace@acen212·
@thebbz Flare delay has been there since October. Idk why they don't just do what onre did for exponent. Just use whatever exponent's dashboard show.
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thebbz 👷🏼‍♂️
cool helmet, but been checking the discord lately and most of the conversations is regarding flares not reflecting on the oficial dashboard. i checked my comparing it to my solstice tools and the delay is about ~3M flares, is catching up but there are people with higher gaps. if you want to compare both you can check on solstice.thebbz.xyz connect or paste your wallet and compare the gap. what’s the gap on your end? $USX $SLX #solana
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Solstice@solsticefi

That's us on the helmet. That's us on the track. Catch Solstice live at Abu Dhabi GP today for the last race of 2025.

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Solstice
Solstice@solsticefi·
Start your engines.
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Solstice
Solstice@solsticefi·
If you're holding USX right now, you might want to keep holding. If you’re not - clock is ticking. 🌒
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Ace
Ace@acen212·
With the most likely delayed TGE, this seems to be a realistic approach.
awestin.eth@austiinxbt

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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Ace@acen212·
@austiinxbt @solsticefi I would assume that TGE would be on the last week of Jan but yeah it's better to be conservative with Feb assumption. Basically, the loyal first month users are losing cause YTs are cheaper than ever.
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awestin.eth
awestin.eth@austiinxbt·
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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