DevenMat 🍓

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DevenMat 🍓

DevenMat 🍓

@DevenMat

@ValantisLabs | 2000 🍓

Tokyo 参加日 Kasım 2019
5.1K フォロー中3.6K フォロワー
D2 Finance
D2 Finance@D2_Finance·
DeFi vaults are just ponzis. You have no track record in DeFi. Institutions will never touch DeFi. Options are too complex for onchain people. ETH maxis will never deposit into a vault. Nobody wants stablecoin yield. Derive can’t compete with Deribit. You need more TVL. You should just trade your own book. Hyperliquid is too risky. You can’t build your own pricing engine. Nobody cares about Sharpe ratios in crypto. Vaults only work in a bull market. You can’t survive a 30% drawdown in ETH. You need a bigger team. Audits are too expensive. HYPE is going to zero. You can’t hedge tail risk in crypto. You need a real fund admin. The smart money is on centralized desks. You can’t raise from institutions. RWA tokenization is a fad. You can’t do options on Hyperliquid. The market is too small. You should just run a simple covered call vault. 200%+ cumulative. 2.6 Sharpe. 0% monthly drawdown. 29 epochs. $1B+ notional traded. Just keep going.
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Will Ahmed@willahmed

You have no experience. You’ve never started a company. You’ve never had a full time job. Nike is going to kill you. You’re a kid. You don’t have technical skills. You shouldn’t build hardware. Apple is going to kill you. You can’t build hardware. You can’t measure heart rate non-invasively. Athletes don’t care about recovery. Under Armour is going to kill you. It won’t be accurate. You don’t listen. You’re an ineffective leader. You can’t recruit great talent. You’re going to have to pay every athlete. You can’t measure sleep non-invasively. It’s too expensive to research. Athletes are a small market. The product costs too much to make. The product costs too much to sell. Your valuation is too high. Consumers aren’t going to want it. Hardware is too hard. You should measure steps. Fitbit is going to kill you. You can’t build a marketing engine. You can’t raise enough money. You need a real CEO. Google is going to kill you. You can’t be a subscription. You can’t build a brand. You can’t do consumer in Boston. Your valuation is too high. You shouldn’t make accessories. You shouldn’t make apparel. Lululemon is going to kill you. You can’t predict Covid. Stay in your niche. You are going to run out of money. You can’t build a health platform. Amazon is going to kill you. You can’t measure blood pressure. You can’t get medical approvals. The market is too small. You don’t understand AI. The market is too competitive. It won’t work internationally. The supply chain is too complicated. You can’t build an AI. You can’t raise enough money. It’s too competitive. Healthcare isn’t going to want it. … Just keep going ✌️

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kirbycrypto
kirbycrypto@kirbyongeo·
What you need to know about HIP-4 by @Yaugourt TIL Opening a position on HIP-4 is $0. Fees are only charged when closing or settling a position, and based on testnet - 7 bps taker, 4 bps maker. Deployers can choose to scale up to 50% of trading fees. In comparison: Polymarket: ~2%/200bps on winnings, on every trade. Kalshi: ~7%/700bps on every trade. HIP-4: 7 bps, only on exit. Opening is free.
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Yaugourt.hl@Yaugourt

x.com/i/article/2040…

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androolloyd.hl
androolloyd.hl@androolloyd·
in case youre wondering what im working on, ive built my own hyperliquid client and am working on joining testnet as a validator on my client, its looking like im pretty close too. So thanks to everyone who has delegated thus far on testnet. All the work has been done entirely by claude opus 4.6 and 5.4 gpt, i have an automated reverse engineering pipeline that has been running pretty much non stop for a few days now and waking up to expontential gains in understanding of Hyperliquid has made me so unbelievable bullish. I baked in a full anvil/foundry replacement, so all you evm devs can simulate hypercore and corewriter actions txns all from solidity!, full replay debug, chain/oracle data follow, gossip. shoutout to the hlz dev, i also forked that and integrated support for local devnet chains. One way or another we're getting an open client. Hypurrliquid
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DevenMat 🍓
DevenMat 🍓@DevenMat·
Publishing monthly stHYPE Health Report referencing data until April 1 2026. TLDR: - stHYPE peg got tighter during outflows. 3 bps -> 1 bps. Caused by peak 10% stHYPE AMM APY. - DEX liquidity ~$12M - Average Time-to-Withdrawal 4 days - Outflows handled without incident
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DevenMat 🍓
DevenMat 🍓@DevenMat·
This is where the juice comes from. Relevant for LPs. Does not include lending or staking yield. Both kHYPE and stHYPE saw large outflows/volatility when HYPE hit $40 which caused STEX LPs to have a big week. Understand more on this strategy here. x.com/DevenMat/statu…
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DevenMat 🍓@DevenMat

Some Alpha: HYPE flows aggressively at key price-levels and you can profit from it. HYPE hits $40 Whales withdraw HYPE to HyperCore to sell. Borrow rates spike, LST leverage unwinds. Valantis STEX Pumps as the only exit window. long onchain chaos

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DevenMat 🍓
DevenMat 🍓@DevenMat·
stHYPE peg grew tighter as stHYPE AMM APY picked up amongst the chaos, and STEX performed as expected. stHYPE AMM turned over it's TVL the week of March 16th for a peak 10.4% 7-day APY
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ZaK3939.eth 🦄
ZaK3939.eth 🦄@ZacK_3939·
金利もらいながらDCAでubtc積立がハイリキでできるの嬉しい
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DevenMat 🍓@DevenMat

The Velocity of Money is the biggest lesson our last year building yield products. It's why every stable coin wants to be exchange collateral, why every vault is launching credit cards or savings app. How fast can money move when it's deposited with you. Yield products on @HyperliquidX are a square trying to fit into a circle. We were actively asking Trader's to make a choice between depositing with us or using their balance as part of their trading strategy. Remove the clicks between your "trading" balance and your "earning" balance. Sounds simple, but the proper way to achieve this is a deep redesign of how Accounts work on Hyperliquid, but the end result is clean new order types that combine the two: yield-bearing DCA orders on Hyperliquid. Trade while your assets sit in @hyperlendx , @felixprotocol , @HypurrFi today; BLP, @stakedhype , STEX AMM tomorrow. Spot today, perps tomorrow. Really excited to show what combining Trading and Earning can look like- only possible on @HyperliquidX

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Stevie Gleason
Stevie Gleason@Stevie_Gleason·
I’m the product designer at Valantis, and I’m genuinely proud of this release. We’ve put a good chunk of our own capital through the product during QA and bug-hunting to understand exactly how it performs in real conditions. It feels solid. On the surface, it’s simple. Under the hood, there’s a lot of engineering designed to meaningfully improve how you invest on Hyperliquid. We’re rolling out access gradually to ensure the experience is exceptional for a few people before opening it up to everyone. If want to join early acces, sign up for the waitlist—I’m happy to personally walk you through a demo. Go Valantis Team - we are small but mighty and just getting started.🍻 @satanworker @khoapham_ @DevenMat @0xaioli @happenwah
Valantis Labs@ValantisLabs

Most traders on Hyperliquid DCA the same way they did 5 years ago - manually. We built a better way, only possible on @HyperliquidX. Scale stablecoins into BTC and HYPE positions without babysitting every entry. Beta access to Prime DCA rolling out now ⬇️

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HyperSwap
HyperSwap@HyperSwapX·
Tap trading on $HYPE is coming Mainnet launch soon
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DevenMat 🍓
DevenMat 🍓@DevenMat·
The Velocity of Money is the biggest lesson our last year building yield products. It's why every stable coin wants to be exchange collateral, why every vault is launching credit cards or savings app. How fast can money move when it's deposited with you. Yield products on @HyperliquidX are a square trying to fit into a circle. We were actively asking Trader's to make a choice between depositing with us or using their balance as part of their trading strategy. Remove the clicks between your "trading" balance and your "earning" balance. Sounds simple, but the proper way to achieve this is a deep redesign of how Accounts work on Hyperliquid, but the end result is clean new order types that combine the two: yield-bearing DCA orders on Hyperliquid. Trade while your assets sit in @hyperlendx , @felixprotocol , @HypurrFi today; BLP, @stakedhype , STEX AMM tomorrow. Spot today, perps tomorrow. Really excited to show what combining Trading and Earning can look like- only possible on @HyperliquidX
Valantis Labs@ValantisLabs

Most traders on Hyperliquid DCA the same way they did 5 years ago - manually. We built a better way, only possible on @HyperliquidX. Scale stablecoins into BTC and HYPE positions without babysitting every entry. Beta access to Prime DCA rolling out now ⬇️

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KennyLauderdale
KennyLauderdale@KennyLauderdal3·
I'm also the kind of guy who main decked just the left leg of Exodia in every single deck. You would not believe how much that messes with people's heads.
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KennyLauderdale@KennyLauderdal3

One time I entered a tournament with this & knocked 3 of the top 32 players out by pumping it's defense. The look on their face as they attacked a 12,000 DEF wall will never be topped. I think that's the Spirit of Yu-Gi-Oh! Using BS strategies that somehow work, but shouldn't.

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ness.hl
ness.hl@0xNessus·
This week we launched HPL staking, our first token utility. We’ve been humbled by the positive response we’ve seen from our partners and users and I’m very excited to continue developing HPL as an integral part of HyperLend. Before we get too deep into the era of staking I wanted to pause and take a moment to explain how we got here and why we chose Borrowing Rebates as our utility. To begin, we knew that staking was going to be a core part of HPL’s mechanics. The most common model we’ve historically seen around native token staking tends to be emissions focused. We evaluated a lot of emissions based models, but in the end came to the conclusion that in general direct staking emissions are damaging to the long-term health of a protocol. HyperLend is here to stay, and our token design needed to reflect that reality. With this in mind we went back to the drawing board with the team @BlockworksAdv, modelling out other ways we could see the token playing a part in our ecosystem. Over and over we kept coming back to the protocol's core function, the credit layer of Hyperliquid. With this in mind we decided to focus on our borrowers. Borrowers want cheaper rates, so we decided to give them that. HPL’s Stake and Save model is as simple as that, it allows users to stake the HPL token for discounts to their borrowing interest rates. You stake HPL and in return receive a rebate on your borrows, straight from our revenue and direct to you. We initially toyed with the idea of a stepped or tranched model, where users could stake up to say 100 tokens for one rebate and then 200 for another. The issue we saw here is that in this example there was no benefit to buying the next token, users always had to purchase all the way up to the next step to see that next level of discount. With this inefficiency in mind we decided to instead use a staking curve, with every extra token staked providing an increase in a users rebate. HyperLend is the credit layer of Hyperliquid and HPL staking is designed to allow you to access more credit for cheaper. It’s time to Stake and Save. gLend.
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WSJ Markets
WSJ Markets@WSJmarkets·
The owner of the S&P 500 index is licensing the world’s most tracked stock index for the launch of a derivative contract that trades around the clock on the crypto exchange Hyperliquid on.wsj.com/4bezxK0
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trade.xyz
trade.xyz@tradexyz·
S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid. For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been shaped by market hours, intermediaries, and geography. Today, that changes. The S&P 500 perp is now available 24/7/365, anchored by the official index data required for deep liquidity and institutional confidence at scale.  SPDJI helped define modern indexing. They are stewards of an iconic benchmark, the standard against which portfolios across the globe are measured. We are honored to bring that legacy on-chain. Trade[XYZ] is bringing the world's most iconic assets towards a future of global, continuous markets — a future powered by Hyperliquid.
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chase
chase@0xdididoitright·
I started at Tally as an engineering intern in 2024. Tally led the governance space with an incredible product and team, so joining them full-time was a no-brainer. The team's incredible and I learned a ton. Sad to close this chapter, but excited for what's next.
Tally@tallyxyz

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DevenMat 🍓
DevenMat 🍓@DevenMat·
@DennisonBertram I have always admired your work. Even this hard part is being handled gracefully, as expected. Thanks for the thought leadership.
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DevenMat 🍓
DevenMat 🍓@DevenMat·
STEX + Pendle is the only way to leverage long HYPE liquidity sucks. You could have bought 4% APY anticipating that yield farmers would move back to HyperCore and printed 11% when they did. Valantis STEX LPs take heavy profit as the largest exit window for HYPE yield farmers -> HYPE on the order book ready to sell. When everyone is rushing for the exit, the best person to be is the doorman. The market does not understand these instruments. But maybe you do?
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@D2_Finance @kirbyongeo @Yaugourt @androolloyd @satanworker @khoapham_ @0xaioli @happenwah