Solana announced yesterday that Solstice is set to launch an ICO,
The Solana official has praised Solstice,
saying this is what the future of finance looks like, not that kind of fake high returns from printing money, but real strategies to earn money.
It feels like Solana has finally shifted from playing memes to building serious things,
When I saw the tweet, I suddenly realized that the Solstice project is going to truly become the first stablecoin project on Solana.
The Solana official made a statement,
Solstice is "the most exciting evolution in finance," not on Wall Street, but on Solana.
At the beginning of this year, Solstice started working on Solana's native stablecoin USX. I was initially quite numb,
but later when I saw the version with real returns eUSX, I tried to get involved.
Did you notice that, returns do not come from crazy token printing (that kind driven by emissions), but from institutional-level real strategies (like delta-neutral hedging).
This is very important for Solana: enhancing local liquidity, providing users with stable and profitable assets, attracting large funds and long-term players.
This is not hype; it's the ecosystem truly maturing.
Solstice is the representative of Solana's flagship, and coincidentally participated deeply, haha.
There are many meme farms out there, with high APY relying solely on printing governance tokens; once the token price crashes, the returns go to zero.
Some early liquidity mining projects, where new users come in to subsidize old users, also have a typical Ponzi flavor.
Historical lessons tell us that DeFi must shift from "printing money to pump prices" to "earning real returns" for longevity, haha.
And Solstice happens to be that, haha.
My flare is close to 920,000 today, with 5 days left until the 22nd, it should reach around 1,200,000, big funds are coming!
Daily market dynamics Start a new day with the pulse of the market.
Tuesday, December 16, 2025
Current meta direction
The normalization process of institutions is accelerating: JPMorgan has launched a $100 million Ethereum money market fund, and Visa has formed a stablecoin consulting team. These indicate that traditional financial institutions are no longer in the testing phase but are actively deploying. This has raised the fundamental expectations of the market.
Predicting market legalization: Polymarket processes over $2 billion in transactions monthly, forming a self-reinforcing cycle. Coinbase will launch a competing product on December 17, which not only validates the existence of this category but also expands the target market beyond native cryptocurrency users.
They got together, and I was shocked at the time!\n\n@billions_ntwk, one of my key focus projects,\n\n@base, the kind I have to engage with daily, haha.\n\nSuddenly realized that I have a good eye, haha.\n\nBillions Network officially launched on the Base chain!\n\nProviding mobile-first ZK zero-knowledge proofs, helping humanity and AI agents verify uniqueness (super privacy, no biometric recognition, no data exposure),\n\nNow fully open for builders and players on Base, with 2.3 million+ global users backing it.\n\nThe application scenarios I can imagine\n\n01 After the integration of airdrop projects on Base, real users get more shares, and bots are blocked, the ecosystem takes off healthily.\n\n02 Billions directly provides mobile ZK proofs, unlocking DeFi/game/app, with 2.3 million users proving it’s useful and smooth.\n\n03 Similar to World ID but more private (no iris scanning), combined with AI agent support, perfectly fitting the future agent economy.\n\nBase now has a reliable identity foundation, making the ecosystem fairer and more vibrant.\n\nI feel the privacy trust layer will become more popular.\n\n#Billions #Base #ZKProof
Tom Lee recently mentioned in an interview with CNBC (December 15, 2025) and at Binance Blockchain Week:
The long-term outlook for Bitcoin is extremely bright, but short-term price fluctuations are uncertain, so don’t expect to buy today and become ten times richer tomorrow.
Key data:
Currently, there are only about 4 million to 4.4 million Bitcoin wallets holding more than $10,000 equivalent in BTC,
while there are nearly 900 million retirement accounts (IRAs) and brokerage accounts globally, each averaging around $10,000.
If even a small portion of this traditional money flows into Bitcoin, adoption could skyrocket by 200 times!
200 times, I think I will also be a super wealthy person in the future, I realize my perspective is too small now, haha.
This is to say that Bitcoin's "ceiling" is still far off; only a small number of people have entered the market early, and the institutional and regular retirement funds have yet to truly get moving.
Many people are eager to gamble hoping for overnight wealth, but Tom Lee reminds us: volatility is the norm, and long-term holding is the way to go.
Did you know? Comparing this data, it feels like Bitcoin is still in a super early stage!
With so many retirement funds lying in the stock market and bonds, if they slowly flow into crypto, how much space would that create?
Of course, short-term uncertainty is high (due to the Federal Reserve and policies, etc.), but he feels that "the best years are still ahead."
What do you think? Should we continue to HODL, or do you think that’s overly optimistic?
State Street, Ondo, and Schwab, these TradFi giants, with hundreds of millions in real money and a 35M account pipeline,
are building infrastructure on Solana,
bringing real government bonds on-chain to earn stable returns, and futures let everyone bet on the price of Solana.
Institutions are voting with real money, believing Solana is reliable, fast, and cheap, suitable for long-term large investments.
It is a bridge for the integration of traditional finance and crypto, with institutions quietly laying out plans during the low period, waiting for the bull market to explode.
But Solana is only at 122x revenue, while ETH is at 616x, isn't this obviously undervalued?
Institutions have sharp insights; they only trust what can last for ten years.
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Haha, the biggest pitfall is waking up one day to find your money gone.
01 Anonymous team pitfalls: some project founders use fake names or aliases, and when something goes wrong, they vanish, like several Solana rug pulls in 2023, leaving users with nothing.
02 Unaudited black boxes: yield farms without third-party checks hide infinite minting bugs in the code, evaporating TVL overnight. It's equivalent to fraud.
03 Future income promises: pledging '100% APY next year', but when the market crashes, it collapses, leaving users waiting in vain, hiding risk management.
There are 6 days left until the issuance of the solstice token, and we continue to dig into the relevant information.
Daily Market Dynamics Start a new day with the pulse of the market.
December 15, 2025, Monday
Current Yuan Direction
Institutional infrastructure is experiencing parabolic growth
JPMorgan accepts Bitcoin/Ethereum as loan collateral. The Office of the Comptroller of the Currency (OCC) has approved licenses for five cryptocurrency banks (Circle, Ripple, and BitGo). The Securities and Exchange Commission (SEC) has approved DTCC to tokenize the components of the Russell 1000 Index. Banks can now hold cryptocurrencies risk-free. This concerns a scale of trillions of dollars, not billions.
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While some countries are still cracking down on cryptocurrencies,
Figure Technology, this tech company, is going big, directly issuing stocks on the Solana blockchain.
Not that kind of fake stuff, but real native equity issuance.
Equity can be traded on the traditional Nasdaq stock market and can also be used as collateral in DeFi to take out loans.
If the SEC gives the nod, the 2026 IPO will be a double launch,
one side traditional, the other on-chain, Solana will directly transform into a hub for equity issuance.
Can you handle that?
Additionally, other giants are also not resting,
JPMorgan is testing debt, Galaxy is testing equity, Figure wants to bring the whole family to the table.
It’s obvious: 2026 IPO will be fully on-chain!
If this thing lands,
traditional financial equities will seamlessly integrate into the blockchain, with lending and trading happening in one go,
the RWA wave will take off directly.
Solana is not just a paradise for meme coins; it will also become the king of equity, impressive!
I have verified this, it’s not hype.
Trends are the biggest meat for entrepreneurs; your ability to make money isn’t just because you’re capable; it’s simply that you made the right choice.
Don’t ask about SOL's market, this good news won't change the market sentiment so quickly; it's a long-term process.
What was unexpected is that the upgrade actually backfired.
ETH has worked hard to build a pig pen (infrastructure),
L2 pigs have grown fat, eating meat without spitting out bones, only returning 8% broth, burning coins like a consolation prize, haha, a DeFi version of “raising children for the wall to the east”!
Look at the following numbers:
ETH's revenue this year has dropped from $2.52B to $604M
Base's annual revenue is $80M, yet it only paid ETH $6.7M in settlement fees (8% capture rate)
Arbitrum/Optimism/Polygon are similar; ETH's infrastructure has made L2 wealthy, but the coin-burning mechanism cannot fix the broken revenue model.
Now it is a situation where L2 eats meat while ETH drinks broth.
Now all the funds have gone to SOL,
ETH needs to reclaim its value; otherwise, SOL will continue to crush it.
Success and failure both rely on the same factor; destiny is in one’s own hands.
Also, there's a very high possibility of $ETH being 2800, a common viewpoint among many analysts.
When the domestic crackdown on stablecoins and virtual currencies is underway,
The Basel Committee has just reduced the risk weight of stablecoins by 92%.
Stablecoins have transitioned from the margins to being a standard for banks.
Starting from the first quarter of 2026, banks will only need $10 million in capital to hold $1 billion in USDC. Previously, this requirement was $125 million.
Circle obtained an OCC bank charter on December 12, generating $740 million in revenue each quarter at a 99% profit margin.
Banks hold $10 trillion in liquid reserves.
Even if only 1% of funds flow into USDC, it means its supply will double.
It’s not about trading volume; it’s about permanent buying pressure, with institutions rushing in.
The mainstreaming of stablecoins is accelerating!
If you are still in doubt, you are going against the trend.
The Basel Committee on Banking Supervision (BIS) has finalized standards for the prudent treatment of crypto assets, Reducing the risk weight of stablecoins from 1250% to 100% (a 92% decrease), effective Q1 2026.