Power users on Solana are starving for base liquidity and they’re eyeing yours. @solsticefi just flagged that USX supply on @kamino is ripping past $10M and brushing the cap because the stack is clean: lending APR + 50,000 USX monthly incentives + 5× Flares on top. I dug through the Kamino pool stats and the latest Solstice update this isn’t hype, it’s a capacity squeeze forming. When caps get hit, borrowers pay up or the market expands. Either way, suppliers win on price or points. ❯ Deposit USX → capture lending yield + 50k USX rewards stream + 5× Flares ❯ Keep eUSX for delta-neutral carry, or rotate into USX when Kamino rates spike ❯ Watch utilization: higher usage = stronger supplier terms, but more volatility Quick compare: plain eUSX is “set-and-earn”; USX on Kamino is “earn + market optionality.” If funding softens, eUSX smooths the ride; if demand snaps, USX suppliers harvest the upside and stack points faster. Dev/user step: start small. Supply USX, screenshot the utilization and base APR, then re-check after a borrow surge. Track your Flares vs just parking in eUSX for a week you’ll feel the delta. Claim check: the 50k USX + 5× Flares incentives and the $10M+ supply figure are in the latest Solstice/Kamino updates; the edge persists only while caps are tight and demand stays bid. I’m watching whether Kamino lifts the ceiling or lets rates do the talking.