BredoStrategy

Hi to everyone reading me here on X. I manage the BredoStrategy Vault on Hyperliquid. In addition to the weekly reports that I publish here, my main information channel is still my Telegram, which I run in Russian. That is where I post my real-time percentage updates: when I add to the Vault, reduce exposure, take profit, withdraw, or deposit more capital. I post these updates in percentage terms and at the moment when I make the actual deposit, withdrawal, increase, or reduction. The reason is simple: if you want to follow my Vault activity more closely, you can see when I am increasing my own exposure and when I am reducing it after a move. This gives you a better chance to stay aligned with my own percentage exposure and potentially have a similar profit profile inside the Vault. Telegram has built-in translation, so even if you do not read Russian, you can translate my Telegram posts into English and follow the updates there. Weekly reports will still be posted here, but the more detailed real-time percentage updates are posted only in Telegram. #Hyperliquid #HYPE #DeFi #Crypto #Vault #Trading #Onchain $HYPE BredoStrategy Vault -app.hyperliquid.xyz/vaults/0x65401… MyReff-ThankYOU - app.hyperliquid.xyz/join/BREDOSTRA…

Babylon Labs published a Temp Check on the Aave Governance forum proposing Trustless Bitcoin Vaults integration into Aave V4. The proposal would allow native BTC to be used as collateral without wrapped BTC, bridges, or custodians. BTC would be locked in a Bitcoin Taproot UTXO, while Aave V4 would represent the position through a transfer-restricted accounting token called vaultBTC. The integration would introduce two new Aave V4 Spokes: a Babylon Core Lending Spoke for borrowing against BTC collateral and a BTC Vault Swap Spoke for liquidation settlement via WBTC. For Aave DAO, the potential revenue angle is borrowing activity. If users borrow stablecoins, WBTC, GHO, or other approved assets against native BTC collateral, part of borrower interest can accrue to the Aave Treasury through reserve factors. The proposal does not yet include revenue projections, caps, oracle parameters, or final interest-rate assumptions. Those details are expected at the ARFC stage if the Temp Check receives positive community feedback. Source: governance.aave.com/t/temp-check-b… #Aave #Babylon #Bitcoin #BTCFi #DeFi #AaveV4 $AAVE $BTC BredoStrategy Vault -app.hyperliquid.xyz/vaults/0x65401… MyReff-ThankYOU - app.hyperliquid.xyz/join/BREDOSTRA…

@Vish_vision @HyperliquidX And I would do it again, because at that moment it was not even remotely clear that something like what is happening around Hyperliquid now was possible.

@Vish_vision @HyperliquidX i sold $HYPE 100k airdrop 3-5$ price.....

This will be remembered in the future the same way The 10k bitcoin pizza is

Tether announced plans to launch GEL₮, a stablecoin representing the Georgian lari, with the support of the Government of Georgia. The company says GEL₮ is intended for digital payments, cross-border commerce, remittances, programmable payments, and more efficient movement of value across digital financial systems. Tether also said the initiative builds on Georgia’s regulatory work around digital assets and stablecoins. Further details on GEL₮’s structure, rollout, and regulatory implementation will be announced later. Source: tether.io/news/tether-an… #Tether #Georgia #Stablecoins #Payments #DigitalAssets $USDT BredoStrategy Vault -app.hyperliquid.xyz/vaults/0x65401… MyReff-ThankYOU - app.hyperliquid.xyz/join/BREDOSTRA…

Aave, MetaMask and Mastercard are connecting DeFi yield with traditional card payments. The integration allows MetaMask Card users to spend yield-bearing assets directly from self-custody while the remaining balance continues earning through Aave until the moment of purchase. According to Aave, users can hold a receipt token for mUSD deposited in Aave, and when they pay with the MetaMask Card, the required amount is automatically converted to fiat at the point of sale. The transaction settles on Linea, Consensys’ Ethereum L2. The key point: this turns DeFi deposits into spendable money, without forcing users to manually exit yield positions before every payment. Aave also says it is exploring with Mastercard how similar architecture could be used for onchain credit lines and capital-efficient lending products. Source: aave.com/blog/aave-meta… #Aave #MetaMask #Mastercard #DeFi #Payments #Stablecoins #Linea #Crypto $AAVE $ETH BredoStrategy Vault -app.hyperliquid.xyz/vaults/0x65401… MyReff-ThankYOU - app.hyperliquid.xyz/join/BREDOSTRA…

The SEC has not yet released the expected “innovation exemption” for tokenized stocks. The framework was expected to create a path for tokenized versions of public securities to trade on blockchain rails, potentially outside traditional stock exchanges. The core issue is not simply whether tokenized stocks should exist, but how they should be structured: issuer consent, backing by real shares, voting rights, dividends, custody, broker-dealer rules, exchange rules, and investor protections are still key open questions. SEC Chair Paul Atkins previously described the exemption as a “cabined framework” for limited on-chain trading of tokenized securities while the Commission works on longer-term rules. The likely reason for the slower rollout is regulatory calibration: the SEC is trying to avoid creating a parallel equity market with weaker protections, fragmented liquidity, or unclear shareholder rights. Source: reuters.com/legal/governme… sec.gov/newsroom/speec… #SEC #Tokenization #RWA #DeFi #Crypto #TradFi #Stocks $ETH $SOL $ONDO BredoStrategy Vault -app.hyperliquid.xyz/vaults/0x65401… MyReff-ThankYOU - app.hyperliquid.xyz/join/BREDOSTRA…

@SignoreGondi gm! dm open now

@DoCryptoBred gm! dms are closed. what's best way to connect? 👋

two days later

More than 8M HYPE, worth around $464M, is currently sitting in the 7-day unstaking queue. Important point: unstaking does not automatically mean selling. Some HYPE may be sold, some may be restaked, some may move to custodians, OTC desks, new wallets, or simply be used for liquidity management. Quick breakdown of the largest wallets: Kinetiq — 1.083M HYPE, around $62.8M This looks like kHYPE redemption flow. Users redeem kHYPE for HYPE, which usually creates arb flow between kHYPE and HYPE rather than one large seller. Galaxy Digital — 1M HYPE, around $58M This could be OTC, market-making inventory, institutional liquidity, ETF-related flow, treasury management, or partial selling. I would not treat it as an obvious dump. It looks more like inventory for large client-side operations. alphaHype / Loracle — 849K HYPE, around $52M This is probably the most concerning wallet in the top group. The same actor previously sold a large HYPE batch while holding a major HYPE short. If there is real sell pressure, this is one of the main wallets to watch. Syncracy Capital — 508K HYPE, around $29.5M Syncracy remains publicly bullish on Hyperliquid and still frames HYPE as undervalued. A full exit would be surprising, but treasury management, partial liquidity, or small sales are possible. Anonymous whale — 443K HYPE, around $25.7M This wallet has a large HYPE short with unrealized losses and did not unstake the full position. The HYPE could be used as margin, or part of it could be sold. Anonymous wallet — 433K HYPE, around $25.1M Fresh wallet funded by Binance. It reportedly bought HYPE around $36–39, staked since then, and has not sold yet. No clear sell signal. Hyperdash / PVP — 400K HYPE, around $23.2M Some speculate this could be airdrop-related, but it looks more like custody movement than direct market pressure. Anonymous wallet — 352K HYPE, around $20.4M Last time this cluster unstaked, funds moved through HyperEVM, then to a new wallet, and later returned to staking. This may be another wallet rotation. Bizyugo — 300K HYPE, around $17.4M He still has 766K HYPE staked. Last time he unstaked 300K HYPE, he restaked it later. Not an obvious full exit. Anonymous wallet — 180K HYPE, around $10.6M This wallet is reportedly linked to a cluster that heavily farmed the Hyperliquid points program. Most of its HYPE was already sold close to TGE. Main takeaway: the queue is large, but it should not be read as “8M HYPE is about to hit the market.” The real thing to watch is where the HYPE moves after it clears the 7-day unstaking queue. #Hyperliquid #HYPE #DeFi #Crypto #Onchain $HYPE BredoStrategy Vault -app.hyperliquid.xyz/vaults/0x65401… MyReff-ThankYOU - app.hyperliquid.xyz/join/BREDOSTRA…

@DoCryptoBred Top performing vault on HLPxyz this month, and by a decent amount! Caveat: we only track vaults with > $100k AUM and decent historical performance.

@hlp_xyz hah thank for it :)

As promised, every Thursday we are summing up the weekly results of the Vault — epoch #13. BredoStrategy Vault: app.hyperliquid.xyz/vaults/0x65401… The Vault started on February 17, when BTC was at $67,960. ————————————————————— BTC since last week: -2.32% $79,805 → $77,951 Vault profit since last week: +$474,042 ————————————————————— BTC since Vault launch: +14.70% $67,960 → $77,951 Vault profit since launch: +$1,097,302 As I wrote earlier, this week was outstanding in terms of performance — not because of the dollar profit itself, but because of the market outperformance. BTC moved down by 2.3%, while the Vault added around $470K, roughly +30% of the capital base. What can I say — we got lucky. Even though I spend around 12 hours a day at the “terminal”, lately it has been almost impossible to find anything interesting outside the Vault ideas. Funny enough, when the market was trading around $62K, the secondary market for smaller projects and all kinds of conference announcements was actually more active. Over the past couple of weeks, everything has basically revolved around HYPE, VVV and LINK. The rest of the market feels dead. Thanks everyone. Everything is just getting started. Previous reports: May 14 — t.me/DoCryptoBred/1… May 7 — t.me/DoCryptoBred/1… April 30 — t.me/DoCryptoBred/1… April 23 — t.me/DoCryptoBred/1… April 16 — t.me/DoCryptoBred/1… April 9 — t.me/DoCryptoBred/1… April 2 — t.me/DoCryptoBred/1… March 26 — t.me/DoCryptoBred/1… March 19 — t.me/DoCryptoBred/1… March 12 — t.me/DoCryptoBred/1… March 5 — t.me/DoCryptoBred/9… February 26 — t.me/DoCryptoBred/8… BredoStrategy Vault -app.hyperliquid.xyz/vaults/0x65401… MyReff-ThankYOU - app.hyperliquid.xyz/join/BREDOSTRA… BredoStrategySubs - docs.google.com/forms/u/0/d/e/… #Hyperliquid #Vault #Crypto #DeFi #Trading #BTC #HYPE #LINK #VVV $BTC $HYPE $LINK

@chainlink LINK your company and token please

Hot take: Don’t rebuild finance. LINK it.

@chainlink connect your company and token please

$HYPE $BTC #hyperliquid

I feel like Hypurr is one of the most undervalued assets on HyperEVM, especially with HYPE trading at $56.75. HYPE is approaching its $59.50 ATH whereas Hypurr is only down. Being the official collection of Hyperliquid I wouldn’t be surprised to see them trading much higher than where they are at the moment. Down 300 HYPE on Hypurr, Up 140%+ on HYPE. Hypurrliquid.

Hyperliquid holders with their Hypurr:

SpaceX disclosed 18,712 BTC in its IPO documents, with a reported cost basis of around $35,000 per bitcoin. This is a separate corporate Bitcoin position from Tesla’s treasury. Tesla’s latest public filings show 11,509 BTC held at an acquisition cost of about $386 million. The disclosure also adds context to recent comments from Errol Musk, who claimed in an April interview that Elon Musk and Kimbal Musk together hold 23,400 BTC personally. Taken together, the figures put renewed attention on Bitcoin exposure across the Musk ecosystem: SpaceX, Tesla, and the reported personal holdings of the Musk brothers. #SpaceX #Tesla #Bitcoin #IPO #CryptoStocks $BTC $TSLA BredoStrategy Vault -app.hyperliquid.xyz/vaults/0x65401… MyReff-ThankYOU - app.hyperliquid.xyz/join/BREDOSTRA…

Out of my top 4 Vault assets, HYPE and VVV are pretty straightforward. If nothing ugly happens by tomorrow, we may get the best week for the Vault in 3 months — not necessarily only in pure $ profit, though maybe that too, but in terms of relative performance: BTC is down almost $3k this week, while the Vault is strongly up and has massively outperformed the market. app.hyperliquid.xyz/vaults/0x65401… So with HYPE and VVV, everything is clear. But AAVE and LINK are a very unique case. AAVE, so far, has not justified expectations. It has been disappointing both price-wise and fundamentally: launches are too slow, V4 still has not delivered much that feels new in practice, new assets have not really been added, and many things that were expected have not launched yet. In short, AAVE is still below expectations across the board. LINK, on the other hand, is an absolutely wild case. Fundamentally, it has exceeded my expectations by 10x. I honestly could not have dreamed that things would go this well for LINK in such a short period of time. My conviction has only grown stronger. But the price? Almost zero reaction. I am not the kind of person who reacts to such short-term price action, and in fact I have only increased my LINK allocation. But the gap between fundamental progress and price performance is honestly funny to watch. BTC, HYPE, LINK, AAVE, VVV. Everything is just getting started. #BTC #HYPE #LINK #AAVE #VVV #Crypto #DeFi #Hyperliquid $BTC $HYPE $LINK $AAVE