October wasn’t hype, it was execution. @solsticefi came out of the gate with $250M+ locked at debut, snapped in partners (Raydium, ORCA, Kamino), hit 10,500 users in five days, and USX became the 5th-largest Solana stable in four. That’s not a vibes chart, that’s shipping velocity. Exponent markets passing $20M TVL with APY up to 35% and the Yield-Vault printing 21.5%+ for early depositors tells me the engine is doing real work, not just rotating incentives. Jito BAM validator, LTIN staking with Bank Frick & Bitcoin Suisse, 100K followers, month-end back at $250M+ TVL clean scoreboard. ❯ Baseline: USX + eUSX for delta-neutral yield, 3-year live strategy track + 16.2% TTM ❯ Liquidity: integrations live (Raydium/ORCA/Kamino) and holder count >20K ❯ Derivatives: PT/YT on Exponent → fixed vs variable yield + multipliers --- I’m not here to say “up only” yields compress when funding cools and new markets need time to deepen but this is one of the few Solana plays where the infra, partners, and numbers rhyme. Quick user step: mint USX → park in Yield-Vault for eUSX → test PT/YT on Exponent with a small clip, then watch how your Flares stack versus plain eUSX. Claim check: October proves product–market fit; November is about retention and depth. I’m tracking stickiness of eUSX and how PT/YT premiums evolve. If you’re positioning, earlier still beats later.
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