Strategy

How SolNeutral generates yield with zero directional risk

Delta-neutral explained

The problem we solve

Most DeFi yield strategies are exposed to market direction. If SOL drops 30%, your vault drops with it. SolNeutral eliminates that risk entirely.

How delta-neutrality works

We hold equal and opposite positions: a long spot SOL position and a short SOL-PERP position on Drift Protocol. When SOL price moves, gains on one side cancel losses on the other — net delta is always ~0.

Where the yield comes from

Perpetual futures have a funding rate — a fee paid from longs to shorts (or vice versa) every hour to keep the perp price anchored to spot. On Drift, this rate is positive 92%+ of the time, meaning our short position earns fees continuously.

Step 1 — Split capital

50% of vault USDC goes to spot SOL (long). 50% used as collateral for SOL-PERP short on Drift.

Step 2 — Collect funding

Every hour Drift settles funding payments. Our short position receives payments when rate > 0.

Step 3 — Rebalance

Every 8 hours (or when delta drifts >2%), we adjust positions to restore delta-neutrality.

Step 4 — Compound

Collected funding fees are added back to the vault, increasing the base for next period.

On-chain verification

All vault transactions are recorded on-chain and verifiable on Solscan. Smart contract code is open source on GitHub.