And here's the Hyperliquid whale PnL visualisation as an image
Chase@chase_mew_
I created an animated visualisation of the PnL of every famous Hyperliquid whale over time.
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Chase
497 posts
Chase retweetledi
Join us for another HL/MEDIA Space featuring the team behind BounceTech.
I’ll be hosting alongside @demi_hl as we sit down with BounceTech co-founders @0XG_ETH and @Chase_Mew_
📅 June 23
⏰ 7:00 AM PT | 10:00 AM ET
Set your reminders and bring your questions.
MB.hl@MBxxvv
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@chase_mew_ Where is technorevenant??
MLM@mlmabc
After 8 months, Technorevenant is still holding all 80 million XPL ($9.2M), representing 0.8% of the total supply, that he bought in the days following the XPL TGE. With XPL's price rising over the past few days, his unrealized loss has narrowed to $86.6M, down from roughly $91M at the recent bottom. Addresses: 0xa8698fcd21c2e7eafd66d58153c6299ea6903416 0xf40e7f017c5376aede9b7b94da74068908963b45 0x8caa484392c4ae1ce6af2c70aa97a3b835da3fef 0x1e934e8226b3f2cfdf262f10ef019d5574a4dbb3 0xda223307bc8b0f530f66d55c413172b16349c9b3 0x00e2e6902df2e1bd180a5d0e952dd45dd1675631 0x4c57d6262721ad25a8a337a7ac95d3c10f4900b3 0xf555a2643164e518ba4c1f4a5b8ad63c0d6a858d 0xcc07fbd0aa69923d45caa1aae2f8b42fef6dd368 0xb34c4efb86bb07be261ea5a0faf06ae4e50d80ed 0x971df4ed6000003a6a63f9beb7609d489fbfe4bb 0xb9f3c7aa5ceae0cb7256e5129d52d7c65acc3fef 0xe9e32ffe41cbff270dacd5b2334ce34cbba399e3 0x6c77548e1ea052d65f822413267fb7eee7486778 0x72ec72319700ff1a5545e2cc282f2f72185e6483 0xae8ef3eb29b39dfdd18531104a50876d3a98ac35 0xdb43735bb6deb18c7dffb6fe551032cc2653a1ef 0x5d2abbec200fb869d2a5d5c78821d86678553f60 0xd2025ce53d6261c301fb6944d0826e07ffb31117 0xbb3340c9e2073fb8ad372377230fa708d9b3fe03 0x44327a330aa2343e88fe3d6a5f93de42d7404e8f 0x77bc81c1b1df574d28a4f77b471cabf0c7e0e23c 0x9e2f8a58da8192b1aac60505700184bd00399781 0x5128153e496c90ecb70efe93c0ab567b6aa11109 0xf61ba5417da20fd6267ba42d23123f1a572a6ea7 0x9771bb15dac34345012f8a5005a5e13be6da1bda 0x5d1211d66d13b2f66413e9af3cf5485596418dd6 0x6579896dfcca97db2cd59d26673918f18c7d89e0 0x649568dbdea4a6a1937901ca1e44dd293ead52b8
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@BaldApeEx 12 month Sharpe is very good, 4.3. But is a bit skewed as semiconductors had a big run this last year. 5 year Sharpe for it is around 0.98.
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@DiaperLiquid1 t-bills Sharpe is 0. As the Sharpe ratio is (return − risk-free rate) / volatility. But t-bills are the risk-free rate, and so is 0 / volatility which is always 0.
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@DiaperLiquid1 Has been flat recently. But the CAGR since launch is 64%. Sample size too small for the APR you have screenshotted.
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@TulipSeller That's just a sample size issue. Has been flat recently. But looking at a larger time horizon has produced exceptional returns. The attacks aren't significant when you zoom out.
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@chase_mew_ The apr is virtually 0 (means u earn no money by depositing) and you have random attacks / bad positions every 3 weeks that put you in bad drawdowns
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@Alex4DeFi Fortunately the creator fees are performance fee only. And they have to have skin in the game with their own capital. So don't think there are malicious actors. But constantly earning high risk adjusted returns is hard, and most aren't doing it on Hyperliquid vaults currently.
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@chase_7172 The vault runner gets paid in fees regardless of your Sharpe
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A Hyperliquid vault advertising 1,672% APR has a realized monthly Sharpe only of 0.44.
A vault advertising 30% APR (PF1) has a Sharpe of 1.09.
The high-APR vaults are typically running $10k-50k TVL. the leaderboard sorts them to the top because the math is asymmetric, one good month on a small base produces eye-popping annualized numbers.
If you are depositing into a "1000%+ APR" vault, you are buying variance. probably a lot of it.
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