HELLO Club Spotlight: Supra & Solido Money

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HELLO Labs
@thehellolabsAug 26, 2025

The Spaces brought together Hello Labs with guests from Supra and Solido to unpack AutoFi, a vertically integrated DeFi automation vision. John (Supra) outlined Supra as a high-throughput L1 that natively integrates oracles, automation, VRF, and cross-chain communication, reducing latency and improving execution quality for DeFi. He detailed Moonshot consensus, a multi-VM roadmap (Move today, EVM testnet, Solana and Cosmos next), and a cross-chain automation vision with Supra as an execution hub. Mr. Square (Solido) presented Solido as the AI-powered liquidity automation layer atop Supra, delivering modular primitives—LST (stSUPRA), interest-free stablecoin (Cash), and yield—composed into a single liquidity engine. He explained how native automation and Move security avoid the “Franken-stack” risk, and how Solido’s AI agents focus on predictive and reactive liquidity management for institutional-grade strategies. The session covered Solido’s phased go-to-market (stablecoin launched in April, yield, and today’s LST), early ~$1M TVL, and integrations like DexLane. John also introduced Supra’s Fuse Token Offering (Fusion vaults) that index ecosystem success to SUPRA holders, plus containers (including Super Liquid) and community activation via Project Blast Off and a Toyota Supra giveaway.

Hello Club Spotlight: Supra x Solido — Session Summary

Speakers and Roles

  • Shotgun — Hello Labs Ambassador (host/moderator)
  • Nosh — Head of Growth at Hello Labs (co-host)
  • Sender — Hello Labs team (host; welcomes community and partners)
  • John — Supra representative (Taiwan-based; ecosystem/tech spokesperson)
  • Mr. Square — Founder of Solido (Web3 builder since 2014; previously founded an enterprise blockchain company; worked with crypto banks in EU/US)

Context and Purpose

A Hello Club Spotlight session focusing on Supra’s vertically integrated Layer-1 and Solido’s AutoFi-powered DeFi stack built on Supra. The discussion covers: Supra’s architecture and roadmap (Moonshot consensus, multi-VM, cross-chain automation), the definition and benefits of AutoFi, Solido’s vision for liquidity automation and institutional-grade DeFi, current product status (stablecoin, yield primitives, LST), ecosystem tokenomics, and community initiatives.

Supra Overview (John)

  • Vision and Architecture
    • Supra is a high-throughput Layer-1 that vertically integrates multiple services native to the chain:
      • Oracles (price feeds)
      • Automation (task execution; “if-this-then-that” on-chain workflows)
      • Randomness/VRF
      • Cross-chain communication (Layer-0-like capabilities)
    • Rationale: Integrating these services at the L1 reduces latency, improves execution quality for DeFi (especially trading and liquidation logic), and provides a significantly better developer and user experience than stitching together multiple external protocols (each with separate trust and latency profiles).
  • Performance and Consensus
    • Moonshot consensus is positioned among the fastest modern consensus designs; Supra competes with other high-throughput L1s (e.g., Aptos, Sui, Solana) on speed and reliability.
  • Multi-VM Strategy
    • Supra launched last November as the third Move-based chain (Move VM and Move language).
    • VM-agnostic roadmap: EVM already on testnet; Solana VM next; Cosmos after. Goal is to let developers build in their preferred language/VM and port apps (e.g., from Ethereum or Solana) to Supra, with the option to run multiple VMs on a single network.
  • Cross-Chain Outlook
    • Near-term: mature AutoFi within the Supra ecosystem to deliver superior execution in DeFi.
    • Future: cross-chain automation for best-yield routing and arbitrage across many L1s. Supra aims to be an execution hub (hub-and-spoke model) for L1-to-L1 interop and automated strategy execution. Supra is not enthusiastic about L2s due to interop frictions; it focuses on connecting L1s well.
  • Ecosystem Status and Tools
    • Mainnet live; Super Nova cross-chain bridge is live.
    • iAssets (yield-bearing stablecoins and other assets natively on Supra) are launching soon to bootstrap DeFi liquidity.
    • Containers: two modes for projects to launch on Supra, including app-specific environments that can use their own token as gas while SUPRA is burned on the backend, and a “Super Chain container” (micro-chain) for web2-like UX in web3.
    • Example app: SuperLiquid (a high-frequency trading perps DEX) runs as a container.

What Is AutoFi? (John’s Layman’s Breakdown)

  • Smart contracts by themselves don’t “wake up.” Automation plus oracles make if-this-then-that logic possible.
  • Components:
    • Sensing: Oracles poll external and on-chain data at high frequency (e.g., price ticks, prediction market resolutions, macro events like Fed rate decisions).
    • (Optional) Decisioning: AI/LLM layer can process sensed data to determine actions.
    • Execution: On-chain smart contracts execute trades, reallocations, or other state changes.
  • Use Cases and Examples:
    • React to Fed interest-rate decisions to rotate between stablecoins and BTC automatically.
    • Mirror prediction markets (e.g., Polymarket/Calci) and settle outcomes on-chain.
  • Goal: Give everyday users the automation toolset traditionally reserved for high-frequency trading firms—automated, data-driven strategies that build wealth without manual micromanagement.

Solido Overview and Alignment with Supra (Mr. Square)

  • Vision: Liquidity automation at the base layer of web3—an AI-powered financial stack where capital self-manages, strategies evolve continuously, and yield flows across protocols/chains with minimal friction.
  • What Solido Is
    • “Where DeFi meets automation.” Solido builds core DeFi primitives for Supra’s AutoFi to thrive:
      • Liquid Staking (LST)
      • Interest-free stablecoin (Cash)
      • Yield modules
    • Modular and composable by design: each piece works standalone and plugs into a broader liquidity engine. Builders can integrate and extend easily.
    • Target users: both retail and institutions. The aim is to become the “liquidity brain” of Supra’s AutoFi stack, powering everything from retail strategies to institutional trade finance.
  • Why Supra
    • Vertical integration (oracles, automation, VRF, cross-chain) at L1 security level avoids the “Frankenstyle” DApp problem (cobbling multiple external services). This reduces latency and attack surface, improves execution quality, and preserves UX.
    • Move VM chosen for security and reliability in DeFi contexts.
    • AutoFi native at L1 is essential to Solido’s liquidity automation mission.

Solido Product Stack, Status, and Roadmap (Mr. Square)

  • Phased Delivery, Fast Iteration
    • Team went full-time in Jan; shipping modularly with user feedback loops to avoid long stealth cycles:
      • Apr: launched Cash (interest-free stablecoin).
      • Then: shipped yield primitives.
      • Today: launched liquid staking module (stSUPRA LST).
  • TVL and Adoption
    • ~300–400 million SUPRA tokens are deposited/engaged across Solido modules, resulting in >$1M TVL (John congratulated Solido on surpassing $1M TVL even before Supra incentives/iAssets are live).
    • Solido was the first project in the Supra ecosystem to implement AutoFi.
    • Integrations include DEXs like DexLane for liquidity provision.
  • LST: stSUPRA Explained
    • Deposit SUPRA into Solido → receive stSUPRA (liquid staking token).
    • Behind the scenes, SUPRA is delegated to top validators; network security benefits while users earn staking yield.
    • Current staking APY cited: ~8%. stSUPRA accrues yield automatically (rebasing/auto-compounding model), remains liquid, and can be used across DeFi simultaneously (e.g., LP on DexLane, mint Cash on Solido). Users no longer must choose between staking and DeFi utility.
  • Stablecoin and Yield Engine
    • Users can stake SUPRA → get stSUPRA → mint Cash (interest-free stablecoin) → deploy stablecoins into Solido’s yield modules or ecosystem integrations.
    • Automation handles critical flows: liquidations, redemptions, governance triggers, and randomization via VRF where needed.
  • AI in Practice
    • Focus now: reactive and predictive liquidity automation.
      • Example: dynamically sizing reserve buffers for a BTC-collateral vault—model probability of a 10–15% drawdown and pre-position liquidity to minimize idle capital while ensuring orderly liquidations.
    • Longer-term: build self-reinforcing loops that learn from live system data via AutoFi’s sensing layer, continuously improving strategy performance.
  • Institutional Appeal
    • Wall Street-grade speed and native automation suited to high-frequency, rules-based strategies.
    • Modular, open-source primitives allow fund and asset managers to customize strategies quickly.
    • Goal: an institutional DeFi hub on Supra where capital routing, risk rebalancing, and yield capture happen in real time with minimal manual intervention.

Security and Execution Quality: Avoiding “Frankenstyle” DeFi

  • John and Mr. Square emphasize that most DeFi apps today piece together an L1 + external oracle + separate automation + separate bridge, etc., leading to:
    • Latency at each hop and inconsistent security assumptions.
    • “Weakest link” risk for protocols handling real value.
  • Supra’s integrated stack gives L1-grade security and shared trust to oracles, automation, VRF, and cross-chain—improving developer ergonomics and end-user execution quality.

Supra Token Utility and Ecosystem Economics (John)

  • Utility Beyond Gas
    • SUPRA is used as gas for standard transactions and also as the metered unit for native microservices (oracles, automation, VRF, cross-chain), expanding utility versus typical L1 gas-only tokens.
  • Containers
    • Application containers can use their own token as “gas” while SUPRA is burned on the backend.
    • Super Chain containers (micro-chains) provide a web2-like UX within the Supra ecosystem; SUPRA underpins these as well.
  • Fused Token Offering (FTO) and Fusion Vaults
    • Supra’s ecosystem investments (e.g., Solido, SuperLiquid) lock their allocated tokens into fusion vaults that are never sold.
    • Intention: align ecosystem project success with SUPRA holders—creating an index-like exposure to the broader Supra ecosystem’s growth.
    • Example: ~40% of SuperLiquid’s token supply goes into a fusion vault, never to be sold, tying app success to SUPRA’s value accrual mechanisms.

Community and Engagement Highlights

  • Project Blast Off: Supra’s learn-to-earn, mission-based program onboarding users into ecosystem tasks (including interacting with partners like Solido) and building on-chain reputation.
  • Promotional Moment: Supra plans to give away a Toyota Supra (car). John hopes to deliver it fully wrapped with Supra branding and keep the wrap for a year—an example of community culture-building tied to ecosystem participation.

Notable Announcements and Milestones

  • Supra mainnet live; Super Nova cross-chain bridge live.
  • iAssets (yield-bearing stablecoins and more) launching soon to catalyze liquidity on Supra.
  • Multi-VM roadmap: EVM on testnet; Solana VM next; Cosmos VM after.
  • Solido first to implement AutoFi on Supra; reached >$1M TVL; today launched stSUPRA LST (~8% current staking yield).

Key Takeaways

  • Supra’s Differentiator: A vertically integrated L1 that unifies oracles, automation, randomness, and cross-chain into the base protocol. Benefits include lower latency, higher execution quality, shared security, and superior developer UX.
  • AutoFi for All: AutoFi combines sensing (oracles), automation, optional AI decisioning, and on-chain execution—bringing HFT-like tooling to retail and institutions alike.
  • Solido’s Role: Building the AI-powered financial stack for Supra’s AutoFi—LST, interest-free stablecoin, and yield modules—culminating in a modular, automated liquidity engine aimed at both retail simplicity and institutional rigor.
  • Practical Utility Now: Users can stake SUPRA into stSUPRA, earn ~8% staking yield while remaining liquid, mint Cash, provide LP on DEXs like DexLane, and compound returns with automated strategies.
  • Ecosystem Alignment: Fusion vaults and containers align project success with SUPRA holders, while multi-VM support and cross-chain ambitions expand the builder surface area and user opportunity set.

For Different Audiences

  • Developers
    • Build once on a stack with native oracles/automation/VRF/cross-chain.
    • Choose Move/EVM/Solana/Cosmos VMs as they come online.
    • Leverage containers for app-specific performance and UX.
  • DeFi Users
    • Use stSUPRA to earn staking yield while staying liquid.
    • Mint Cash and deploy capital into yield/LP strategies; benefit from AutoFi-based automation.
  • Institutions/Fund Managers
    • Customize strategies using modular, open-source primitives.
    • Rely on native automation for HFT-like, rules-driven execution with minimized latency.

Session Notes and Minor Asides

  • The session included standard community housekeeping (retweets, comments) and light humor. A stray early remark (“we all put whales in a single swing”) did not relate to the main agenda.