The influx of ETF capital is fundamentally reshaping crypto market structure and Solana's yield opportunities. As traditional finance liquidity flows into digital assets, market participants are witnessing a shift in how yield is generated and distributed across the ecosystem.

Infrastructure providers building composable yield solutions are benefiting most from this transition. Rather than chasing hype cycles, the real winners are protocols delivering reliable, delta-neutral mechanisms that function effectively in actual market conditions. USX and eUSX exemplify this trend—they continue generating consistent yield composability as capital rebalances through various channels and ETF rotations accelerate.

The message is clear: sustainable growth in Solana's DeFi landscape belongs to builders prioritizing robust infrastructure over speculative narratives.