Solido x Supra

thehellolabs avatar
HELLO Labs
@thehellolabsAug 26, 2025

The Spaces brought together hosts Shotgun and Nosh from Hello Labs with John (Supra) and Mr Square (Solido) to dive into ecosystem progress and 2025 roadmaps. Mr Square outlined Solido’s USP as a modular, composable AutoFi stack—“Lego blocks” for Supra—delivering automated staking, borrowing, and farming for users, a credit/liquidity layer for builders and DAOs, and automated treasury management for institutions. Near term, Solido Flow launched today, with iAssets/ISX integration next (via Supranova bridging to subETH/subUSDC), followed later by AI-driven strategies and open-sourced vault standards for builders. John recapped Supra’s Super Liquid sale (900+ participants, ~$800 avg), previewed AutoFi v2, and detailed iAssets to bootstrap TVL using Proof of Efficient Liquidity, plus early user testing for Super Liquid in coming weeks, a Q4 testnet, EVM mainnet later this year, and Solana VM testnet by end of Q4. They discussed expanding iAssets beyond crypto to RWAs, leveraging Republic’s regulatory rails, and evolving NFTs into “smart NFTs” with oracles and automation, including cross-chain support via marketplaces like Christara and Trade Port. The SOLID token will drive governance, risk backstopping, incentive alignment, and value accrual. No fixed dates were given; listeners were urged to follow Supra and Solido for updates.

Supra x Solido Twitter Spaces — Roadmap, AutoFi, iAssets, and Ecosystem Outlook (2025)

Participants and Roles

  • Shotgun (Host, Hello Labs)
  • Nosh (Co-host, Hello Labs; sometimes referenced as "No/Nosh")
  • John (Supra, co-founder/executive voice for core roadmap and ecosystem)
  • Mr Square (Solido, ecosystem builder on Supra)
  • Sander/Sanders (Hello Labs; referenced, briefly disconnected during the initial spaces “rug”)
  • Jeff (Hello Labs; mentioned by hosts)

Session Context

  • The initial Twitter Space rugged and was restarted; hosts asked listeners to share the new room.
  • Objective: unpack what’s next for Supra and Solido in 2025, including AutoFi, iAssets, product launches, and ecosystem growth.

Solido: USP, Architecture, and Use Cases

Core USP and Design

  • Modularity and composability by design: Solido’s stack is built as Lego-like modules that can operate standalone or plug into other protocols across Supra’s AutoFi stack.
  • Native automation: protocol-level automation is integrated end-to-end, removing the need for manual management and enabling “hands-off” DeFi.
  • Performance/security ethos: targets “Wall Street-grade” speed, security, and automation.

User and Builder Use Cases

  • Retail users:
    • Stake assets to earn yield.
    • Borrow against positions.
    • Passively farm tokens with automated management (AutoFi handles optimization and rebalancing).
  • Builders/DAOs:
    • Use Solido’s credit layer to enable instant liquidity via vaults.
    • Integrate cash/credit primitives programmatically within smart contracts through plugins.
  • Institutions:
    • Automated treasury management with policy-driven rebalancing across lending, staking, credit, etc., optimizing capital efficiency and risk.

Solido 2025 Roadmap and Deliverables

Near-term (Monthly Shipping Cadence)

  • Solido Flow launched today (per Mr Square).
  • Next milestone: ISX/iAssets integration aligned with Supranova being live.
    • Bridging/live assets: users can bridge assets like USDC and ETH into Supra and receive chain-native representations (e.g., sub ETH/sub USDC as noted).
    • Capability expansion: features currently available for the Supra token on Solido will extend to major caps (BTC, ETH) and stables (USDC, USDT) across protocols.

Mid-to-Late 2025

  • AI-driven strategies:
    • Autonomous agents to route liquidity, rebalance risk, and capture opportunities in real time, reducing manual “yield-chasing” and enhancing capital efficiency.
  • Builder tools and liquidity layer:
    • Open liquidity layer for composable in-contract borrowing via plugins.
    • Open-sourced vault standard for building structured products, strategy funds, advanced trading/launch bots, and more.

Token and Tokenomics (no dates shared)

  • SOLIDO token design is being engineered with input from the Supra team.
    • Governance: token holders steer key decisions (collateral listings, strategy prioritization, AI model provisioning, liquidity allocation, etc.).
    • Incentive alignment and risk backstop: staked/locked participation helps backstop the system while sharing rewards (e.g., emissions, potential buybacks).
    • Value accrual: Solido’s liquidity engine channels accrued value back to SOLIDO holders; goal is a community-owned, resilient, long-term-aligned economy that goes beyond mere utility.

Supra: Ecosystem, AutoFi, iAssets, and Infrastructure

Community Sale and Ecosystem Momentum

  • Super Liquid sale concluded successfully:
    • ~900+ participants; average check size ~USD $800.
    • Participants rewarded for prior asset locking in Citadel vaults (discounted access).
  • Ecosystem-first focus: Supra emphasizes success of projects like Solido and other upcoming lending protocols and DEXs to drive TVL and user adoption.

AutoFi and Native Differentiators

  • AutoFi v2: imminent rollout with expanded native automation capabilities for Supra and ecosystem dApps.
  • Vertical integration: Supra is a vertically integrated L1 with native oracles and native automation; this underpins high-performance DeFi and enables unique product designs.

iAssets and Liquidity Bootstrapping

  • iAssets are central to bootstrapping ecosystem liquidity via “Proof of Efficient Liquidity.”
    • Examples include iETH, iBTC, iUSDC, etc., with broad protocol utility to attract and retain liquidity.
    • Early phase: focus on key crypto assets (including Chainlink, per John’s example), then expand.
  • Roadmap outlook: timelines intentionally non-specific to avoid over-promising; near-term releases are in motion.

Super Liquid: Rationale and Timeline Signals

  • Rationale:
    • Hyperliquid is the only other chain with a similar vertically integrated design (L1 + native oracles) enabling high-frequency perp DEX performance.
    • Supra aims to adopt best practices and differentiate by applying native automation directly to Super Liquid (a capability Hyperliquid currently lacks).
  • Timeline (non-binding):
    • Invite early users to test the POC within weeks.
    • Target a testnet in Q4, moving toward mainnet thereafter.

Multi-VM Expansion

  • EVM on Supra mainnet: targeted for later this year.
  • Solana VM: aiming for testnet by end of Q4.

NFTs on Supra: Beyond PFPs

  • Vision: “smart NFTs” with access to real-world data via native oracles, enabling identity, reputation, and utility (access control, service entitlements) beyond PFPs.
  • Cross-chain posture: support and utility across ecosystems; Supra aims to facilitate cross-chain NFT functionality and liquidity.
  • Marketplace partners: Christara Markets and Trade Port were cited by hosts as key venues within the Supra ecosystem.
  • Market traction: hosts referenced a Supra NFT market cap in the ~$35–50M range as a signal of interest (not an official figure from Supra).

iAssets and Real-World Assets (RWA)

  • Scope expansion:
    • Phase 1: popular crypto assets.
    • Future phases: potential synthetic RWAs (stocks, forex, commodities) are feasible.
  • Partner leverage:
    • Republic (an early investor/partner) provides regulatory and infrastructure rails used in tokenized stocks (e.g., Robinhood’s tokenized stock efforts). Supra can potentially leverage this experience to bring RWAs into iAssets over time.

Operational Notes, Disclaimers, and Community Calls

  • Timelines: both Supra and Solido avoid hard launch dates to prevent misalignment and community frustration.
  • LSTs: hosts highlighted that liquid staking tokens have gone live—an additional vector for participation and yield.
  • Follow and engage:
    • Supra: follow John, co-founder Josh, and the Supra account on X for transparent updates and alpha.
    • Solido: follow @SolidoMoney; 2025 is positioned as a big year with continuous monthly releases.
    • Hello Labs: weekly Spaces will continue, with plans to bring Supra and Solido back for deeper dives.

Key Takeaways and Highlights

  • Solido is positioning as the “AutoFi Lego” on Supra: modular, composable, and natively automated.
  • Immediate Solido momentum: Solido Flow launched; ISX/iAssets integration next; expansion of features to BTC/ETH/stables; AI strategies to follow; robust builder toolkit.
  • Supra’s near-term unlocks: AutoFi v2, iAssets for liquidity bootstrapping, multiple lending/DEX launches, and Super Liquid’s differentiated design (native oracles + native automation).
  • Infrastructure breadth: EVM mainnet and Solana VM testnet planned; ecosystem-centric strategy to drive TVL and adoption.
  • NFTs: push toward oracle-powered, identity/reputation-enabled “smart NFTs” with cross-chain utility.
  • RWAs: feasible in later iAssets phases, leveraging Republic’s regulatory/infrastructure experience.

What This Means for Builders and Users

  • Builders:
    • Tap Solido’s liquidity layer, vault standards, and automation to ship structured products, strategies, and bots quickly.
    • Leverage Supra’s native oracles and automation to build differentiated DeFi primitives and trading systems.
    • Prepare for iAssets integration to expand collateral and liquidity options from day one.
  • Users:
    • Expect more automated, capital-efficient options (staking, borrowing, farming) without manual micromanagement.
    • Watch for early access to Super Liquid testing, iAssets onboarding, and LST opportunities.
    • Follow ecosystem launches (Solido, lending protocols, DEXs) for compounding utility and rewards.