Felix

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Felix

Felix

@felixprotocol

Modern financial account, powered by stablecoins

Katılım Ekim 2024
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Felix
Felix@felixprotocol·
Tokenized stocks and ETFs are now live on Felix On-chain traders no longer have to off-ramp funds to gain exposure to US capital markets. Additionally, Felix users now have the ability to trade tokenized stocks/ETFs in large order sizes without the steep execution costs that have plagued on-chain adoption up until now (Example: Buy $1M in GOOGL on Felix with a net execution cost less than 10bps today). Trade over 250 different assets now: trade.usefelix.xyz/equities Not available in the U.S. and other prohibited jurisdictions.
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Charlie.hl
Charlie.hl@0xBroze·
Felix has no exposure to rsETH Over the past day, lenders across DeFi have been withdrawing liquidity out of 1) fear of rsETH exposure and 2) overall concern with DeFi protocol security. To address both concerns briefly: 1) Again, Felix has no rsETH exposure and 2) Felix Vanilla is built with @Morpho's infrastructure; this allows us to inherit Morpho’s smart contract security and risk-isolated design, so Felix vaults only have exposure to the specific markets they lend to (e.g. If another curator on Morpho lends to rsETH collateral, this does not lead to negative impact on Felix lenders) Some current supply rates on Felix for those interested: >USDH Flagship: 19.01% ($4m USDH supplied) >USDH Frontier: 23.97% ($11m USDH supplied) >USDC Flagship: 11.31% ($31m USDC supplied) >USDC Frontier: 24.48% ($18m USDC supplied) These rates will likely be arbed down in the days to come as lenders enter to take advantage, realizing Felix has no rsETH exposure, and borrowers repay freeing up more available liquidity. For more information on who is currently withdrawing to create these high supply rates / whether this is one large whale or a number of addresses, check the four links below from HyperEVMScan for each Felix vault mentioned above—TLDR: withdrawals from these vaults have been spread across a number of different addresses, not one address. >USDH Flagship: hyperevmscan.io/address/0x207c… >USDH Frontier: hyperevmscan.io/address/0x274f… >USDC Flagship: hyperevmscan.io/address/0x8A86… >USDC Frontier: hyperevmscan.io/txs?a=0x808f72… For those less aware, "Frontier" vaults and "Flagship" vaults lend to different collateral markets (Frontier vaults tend to lend to higher max LTV collateral markets--higher risk + higher return). To see all current collateral exposure for each vault on Felix, check out: usefelix.xyz/vanilla/stats For more risk metrics across Felix vaults, feel free to check out our internal risk monitoring platform here: vaults.anthias.xyz If you have questions on Felix's risk practices, how we build with Morpho, current collateral exposure, how we price collateral, how Flagship vs Frontier vaults differ, etc, feel free to DM me
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Felix@felixprotocol·
What's the latest with Felix lending? Over the past week, deposits across Felix Vanilla + CDP have grown from $573M to $645M, up by ~12.6%, driven by continued HYPE growth. Stablecoin deposits have remained steady around $95-100M. Borrow demand remains healthy across the platform, with USDC Flagship at 4.32% APY and USDH Flagship at 5.11% APY as of today. Across Felix Vanilla, borrowing has continued to increase alongside that growth. Total borrows now stand at roughly $122M, with 6.7K active positions across Felix lending markets. Most borrow positions remain well-collateralized, with 4,241 positions above 1.35 HF. Only 104 positions currently sit in the 1.00-1.20 HF buffer range, with collateral at risk of liquidation at roughly $2.9M, or about 0.8% of total collateral. As far as DaR + CaR today, we monitor debt at risk and collateral at risk through real time scenario testing across the vault suite. Under a 3σ collateral drawdown, modeled DaR is about $1.58M and CaR about $2.15M. Even a 5σ shock remains fully liquidatable. Our DEX + orderbook monitoring makes sure ≤ 3σ swings do not threaten solvency. Supply utilization across Felix Vanilla sits now over 91% ($122m assets borrowed of $134m assets lent out). If interested in lending to the borrower base on Felix and looking for support, feel free to reach out. More information to come on spot equities borrow/lend.
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Felix@felixprotocol·
What were the best public equities to hold in 2025? A brief breakdown across chips, memory, AI software, energy, and healthcare here: > AI Chips: Broadcom (AVGO) Surged +100% in 2025. Major hyperscalers are quietly replacing NVIDIA with Broadcom's custom silicon > Memory: Micron Technology (MU) NVIDIA's confirmed HBM supplier, sold out through all of 2026 before January started. Had approximately 239% rise in 2025. > AI software: Palantir (PLTR) The AI platform that runs on data governments can't share with anyone else. Had a +135% run in 2025. > Energy: Vistra (VST) AWS and Meta are signing 20-year nuclear deals with Vistra. Serves the need for power that never goes offline for AI. Price went up +165% in 2025. > Healthcare: Eli Lilly (LLY) FDA approved their oral GLP-1 pill on April 1st. The barrier of not being able to take injections for 70% of eligible patients is now gone. +21% rise in 2025. These assets are now available for spot trading using Felix spot equities. With the IGV (Software sector ETF), XLV (Health Care sector ETF) and XLU (Energy sector ETF) coming in the next listing batches soon. Trade equities onchain here: trade.usefelix.xyz/equities
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Felix@felixprotocol·
Felix spot equities allow traders to enter short term positions on different earnings reports without having to offramp to access deep liquidity, incur FX costs, or endure long settlement times. This week users can trade spot on the following earnings reports: Tuesday 14 April: >Bitmine (BMNR) >BlackRock (BLK) >Citigroup (C) >Johnson and Johnson (JNJ) >JP Morgan (JPM) >Wells Fargo (WFC) Wednesday 15 April: >ASML Holding (ASML) >Bank of America (BAC) Thursday 16 April: >Abbott Laboratories (ABT) >Charles Schwab (SCHW) >Netflix (NFLX) >Pepsico (PEP) >Taiwan Semiconductor (TSM)
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Felix
Felix@felixprotocol·
Today, April 8, marks one year of Felix going live with our first product in production: lending. As this first year comes to an end, the final points distribution will take place this Friday, April 10. In the last year, we have built a start for Felix: we built the largest stablecoin lending market for HYPE holders and went 0 -> 1 on a series of RWA trading products (RWA perps, spot equities). Through the experiences of the last year, it has become clear that we are only scratching the surface of DeFi’s potential. Ultimately, DeFi can proliferate the dollar and dollar-based financial services into every under-served market in the world. To name three of the many examples of mass-market value creation enabled through DeFi: 1) the ability to escape one’s local hyperinflationary currency; 2) the ability to have a self-custodial financial account instead of forced reliance on traditional intermediaries; 3) the ability to access an unfettered brokerage account for the previously "un-brokered." In just the last year, much progress has been made in Hyperliquid on the path to solve of these needs (e.g the rapid growth of RWA perps bringing access to TradFi asset exposure to anyone with a crypto wallet) as well as beyond Hyperliquid (e.g the continued growth in stablecoin market cap during a down year for BTC and crypto prices at large) - but much work remains. Whether that’s improving the rails between fiat <> stablecoins (from USD, but even more so for other currencies where FX rates are exorbitantly expensive), building out a wider selection of trading product support across asset classes and instrument types, building the elegant application layer that rivals the likes of what Robinhood and Revolut have accomplished for US brokerages and EU brokerages respectively, or accomplishing the geographically widespread go-to-market coverage that IBKR has dominated (finding a way to gain mass market share from LATAM to East Asia and beyond), many high-impact areas remain unsolved for DeFi. Our focus at Felix is solving these problems in order to enable the full potential of DeFi. As always, our team is excited to hear your feedback as we pursue these high-impact, unsolved problems in DeFi today.
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Felix@felixprotocol·
On Felix, which spot equities/ETFs/indices can I trade for large order sizes with the same execution cost as an offchain brokerage? There are 31 of 264 spot ETFs and equities that can be purchased or sold on trade.usefelix.xyz/equities for individual market orders of $500,000 - $2,250,000 with execution costs at parity with those on offchain brokerages (IBKR, Charles Schwab, ETrade). Those assets are: Alphabet (Google) Alibaba Apple AMD Amazon Boeing Broadcom Coca-Cola Costco Disney Eli Lilly General Electric IBM Invesco QQQ iShares Gold Trust iShares Core S&P MidCap ETF Intel iShares Core S&P 500 ETF iShares Russell 2000 ETF iShares Silver Trust JPMorgan Chase Meta Platforms Microsoft Netflix NVIDIA Oracle PepsiCo Procter & Gamble Palantir Technologies Salesforce SPDR S&P 500 ETF This list will grow over time and is possible because of the mint redeem design available on Felix.
Felix@felixprotocol

What are the key benefits of the Felix spot equities RFQ architecture? One is driving costs down for users who want to buy stocks onchain. As an example, today, user 0x0Db…33E6 bought $100,000 of spot Nvidia (NVDA) and $100,000 of spot Taiwan Semiconductor Manufacturing (TSM) fully onchain via Felix. Right now, each of those trades would have a net execution cost of 10.6 bps and 11.1bps respectively: no more 200bps added slippage when buying spot equities onchain. Tx hashes: >0x69f5db529ce47f9c09cc4a13dfec4dec1747d5d2a59b05afa81fd2fca34ed69b >0x617e36446d38c0951a8747784aff7d39996a65223e514ce4f4da45f96c54f4d0 Trade equities here: trade.usefelix.xyz/equities

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Felix
Felix@felixprotocol·
What are the key benefits of the Felix spot equities RFQ architecture? One is driving costs down for users who want to buy stocks onchain. As an example, today, user 0x0Db…33E6 bought $100,000 of spot Nvidia (NVDA) and $100,000 of spot Taiwan Semiconductor Manufacturing (TSM) fully onchain via Felix. Right now, each of those trades would have a net execution cost of 10.6 bps and 11.1bps respectively: no more 200bps added slippage when buying spot equities onchain. Tx hashes: >0x69f5db529ce47f9c09cc4a13dfec4dec1747d5d2a59b05afa81fd2fca34ed69b >0x617e36446d38c0951a8747784aff7d39996a65223e514ce4f4da45f96c54f4d0 Trade equities here: trade.usefelix.xyz/equities
Felix@felixprotocol

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Felix
Felix@felixprotocol·
The following upgrades are now live for Felix HIP-3 perp markets Max leverage upgrades: • Silver 20x -> 25x • Gold 20x -> 25x • Platinum 20x -> 25x • Palladium 20x -> 25x • USA500 20x -> 30x • USA100 20x -> 30x Cross margin is now enabled for: • USA500 • USA100 • TSLA • NVDA On Monday, April 6, price feeds for Copper and Oil will be rotated from LMAX feeds to CME feeds. Updated pricing is available in the Felix Docs
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Felix@felixprotocol·
How to set up a delta-zero funding rate farm today using Felix spot equity markets? Here's a step by step of how this looks in practice using Felix spot equities and Hyperliquid HIP-3 perps: With Felix spot equity markets live, traders are now able to earn yield without taking directional exposure on the underlying equity. This can be done by creating a delta-neutral basis trade (holding the same asset on both ends (spot / short perp)), allowing users to pocket the funding rate as yield. In order to set this up, you need to 1) deposit USDC into Felix spot equities through HyperCore Spot, HyperCore Perps or Ethereum mainnet. 2) Buy the spot equity of your choice on Felix out of 264 assets currently available. 3) Open a short position on the same ticker on HIP-3 with matching position size to remain delta-neutral. 4) Hold + monitor the positions to collect funding An example available today? Let’s take MU (Micron). Current funding rate for MU from TradeXYZ on HIP-3 is ∼34%. If you have a $100,000 spot MU position on Felix and $100,000 short perp position via HIP-3 (which can also be $20,000 margin at 5x max. leverage), you can then farm that ~34% funding rate without directional MU exposure. Important to note: funding rates on equity perps are not constant 24/7 and may spike during US equity market hours when directional long demand increases + may drop near zero during overnight hours / weekends. This means your capital is likely earning maximum yield roughly 35 of 168 hours per week. This requires some regular monitoring in order to keep track of the rates your capital is achieving. No rate is constant, so being on the ball is the name of the game. As of now, you can run this strategy with 26 equities, with more spot equity markets coming on Felix spot equities and more perps coming from Felix, TradeXYZ, Markets and more HIP-3 deployers. Open the trade here: trade.usefelix.xyz/equities
Felix@felixprotocol

Step by step flow to buy spot equities on Felix today >Deposit USDC from HyperCore spot, HyperCore perps, or Ethereum mainnet balance >Buy spot equities fully on-chain 264 assets live today. What are we missing? Trade here: trade.usefelix.xyz/equities

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Felix
Felix@felixprotocol·
GAS-USDH perp is now live to trade on Felix The starting parameters of the market are the following: >Starting max leverage is 5x >Starting OI cap is set at $2.5M >On-hours and Off-hours pricing follows the specification in Felix docs below Trade here: trade.usefelix.xyz/flx:GAS Docs can be viewed here: usefelix.gitbook.io/perps
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Felix@felixprotocol·
USA100-USDH perp is now live to trade on Felix The starting parameters of the market are the following: >Starting max leverage is 20x >Starting OI cap is set at $2.5M >On-hours and Off-hours pricing follows the specification in the docs below Trade here: trade.usefelix.xyz/flx:USA100 Docs can be viewed here: usefelix.gitbook.io/docs/felix-per…
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Felix@felixprotocol·
Step by step flow to buy spot equities on Felix today >Deposit USDC from HyperCore spot, HyperCore perps, or Ethereum mainnet balance >Buy spot equities fully on-chain 264 assets live today. What are we missing? Trade here: trade.usefelix.xyz/equities
Felix@felixprotocol

Tokenized stocks and ETFs are now live on Felix On-chain traders no longer have to off-ramp funds to gain exposure to US capital markets. Additionally, Felix users now have the ability to trade tokenized stocks/ETFs in large order sizes without the steep execution costs that have plagued on-chain adoption up until now (Example: Buy $1M in GOOGL on Felix with a net execution cost less than 10bps today). Trade over 250 different assets now: trade.usefelix.xyz/equities Not available in the U.S. and other prohibited jurisdictions.

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Felix@felixprotocol·
Future iterations of Felix stocks & ETFs will be designed to create an on-chain brokerage-style experience for on-chain natives, enable limit orders and DCA across Felix assets, provide exposure to international equities (Korea, Japan, India, etc), add support for hundreds more US equities, integrate stocks and ETFs as collateral assets on Felix lending markets, and more. Trade now: trade.usefelix.xyz/equities More info: usefelix.gitbook.io/docs/trading-p…
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Felix@felixprotocol·
All stocks and ETFs are built on @OndoFinance’s tokenized spot infrastructure. All assets are backed by real shares off chain. Each asset from Felix gives a user economic exposure to the underlying asset’s price action and dividends or interest. All purchases and sales closely mirror the underlying shares' respective transactions on the NYSE or Nasdaq, allowing for tradfi-level execution fully on-chain across hundreds of available assets.
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Felix@felixprotocol·
Tokenized stocks and ETFs are now live on Felix On-chain traders no longer have to off-ramp funds to gain exposure to US capital markets. Additionally, Felix users now have the ability to trade tokenized stocks/ETFs in large order sizes without the steep execution costs that have plagued on-chain adoption up until now (Example: Buy $1M in GOOGL on Felix with a net execution cost less than 10bps today). Trade over 250 different assets now: trade.usefelix.xyz/equities Not available in the U.S. and other prohibited jurisdictions.
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Charlie.hl
Charlie.hl@0xBroze·
incoming: buy space stocks fully onchain via @felixprotocol feel free to dm if interested in joining the final spot equities beta cohort
Felix@felixprotocol

Felix spot equities update There are now 61 new spot equity assets available on Felix private mainnet, many of which were requested by beta users. This addition brings the total available spot equities to 264. More information on alpha launch will be shared soon. Newly available equities are listed here for current beta users: >Space, Defense & Aerospace ASTS — AST SpaceMobile LUNR — Intuitive Machines NOC — Northrop Grumman RDW — Redwire RKLB — Rocket Lab >Clean Energy & Power ENPH — Enphase Energy GEV — GE Vernova SEDG — SolarEdge Technologies >Mining, Materials & Commodities ALB — Albemarle FCX — Freeport-McMoRan NEM — Newmont SCCO — Southern Copper UEC — Uranium Energy >International Equity ETFs ECH — iShares MSCI Chile ETF EWJ — iShares MSCI Japan ETF EWY — iShares MSCI South Korea ETF EWZ — iShares MSCI Brazil ETF FXI — iShares China Large-Cap ETF INDA — iShares MSCI India ETF KWEB — KraneShares CSI China Internet ETF >Crypto Spot ETFs ETHA — iShares Ethereum Trust ETF FSOL — Fidelity Solana Fund IBIT — iShares Bitcoin Trust ETF >Crypto-Linked Equities ENLV — Enlivex Therapeutics EXOD — Exodus Movement GLXY — Galaxy Digital >Commodity ETFs BNO — US Brent Oil Fund GLTR — abrdn Physical Precious Metals Basket OIH — VanEck Oil Services ETF PPLT — abrdn Physical Platinum Shares ETF UNG — US Natural Gas Fund URA — Global X Uranium ETF >Fixed Income ETFs HYS — PIMCO 0–5 Year High Yield Corporate Bond ETF IEF — iShares 7–10 Year Treasury Bond ETF SHY — iShares 1–3 Year Treasury Bond ETF >US Sector & Thematic Equity ETFs CIBR — First Trust NASDAQ Cybersecurity ETF ITA — iShares US Aerospace & Defense ETF PAVE — Global X US Infrastructure Development ETF SOXX — iShares Semiconductor ETF VNQ — Vanguard Real Estate ETF >Compute, Storage & AI Infrastructure APLD — Applied Digital COHR — Coherent CRWV — CoreWeave IONQ — IonQ NBIS — Nebius Group QUBT — Quantum Computing SNDK — SanDisk STX — Seagate WDC — Western Digital >Biotech & Pharma CAPR — Capricor Therapeutics REGN — Regeneron Pharmaceuticals VRTX — Vertex Pharmaceuticals >Industrials, Infrastructure & Transportation ETN — Eaton UNP — Union Pacific VFS — VinFast Auto WM — Waste Management

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Felix@felixprotocol·
Felix spot equities update There are now 61 new spot equity assets available on Felix private mainnet, many of which were requested by beta users. This addition brings the total available spot equities to 264. More information on alpha launch will be shared soon. Newly available equities are listed here for current beta users: >Space, Defense & Aerospace ASTS — AST SpaceMobile LUNR — Intuitive Machines NOC — Northrop Grumman RDW — Redwire RKLB — Rocket Lab >Clean Energy & Power ENPH — Enphase Energy GEV — GE Vernova SEDG — SolarEdge Technologies >Mining, Materials & Commodities ALB — Albemarle FCX — Freeport-McMoRan NEM — Newmont SCCO — Southern Copper UEC — Uranium Energy >International Equity ETFs ECH — iShares MSCI Chile ETF EWJ — iShares MSCI Japan ETF EWY — iShares MSCI South Korea ETF EWZ — iShares MSCI Brazil ETF FXI — iShares China Large-Cap ETF INDA — iShares MSCI India ETF KWEB — KraneShares CSI China Internet ETF >Crypto Spot ETFs ETHA — iShares Ethereum Trust ETF FSOL — Fidelity Solana Fund IBIT — iShares Bitcoin Trust ETF >Crypto-Linked Equities ENLV — Enlivex Therapeutics EXOD — Exodus Movement GLXY — Galaxy Digital >Commodity ETFs BNO — US Brent Oil Fund GLTR — abrdn Physical Precious Metals Basket OIH — VanEck Oil Services ETF PPLT — abrdn Physical Platinum Shares ETF UNG — US Natural Gas Fund URA — Global X Uranium ETF >Fixed Income ETFs HYS — PIMCO 0–5 Year High Yield Corporate Bond ETF IEF — iShares 7–10 Year Treasury Bond ETF SHY — iShares 1–3 Year Treasury Bond ETF >US Sector & Thematic Equity ETFs CIBR — First Trust NASDAQ Cybersecurity ETF ITA — iShares US Aerospace & Defense ETF PAVE — Global X US Infrastructure Development ETF SOXX — iShares Semiconductor ETF VNQ — Vanguard Real Estate ETF >Compute, Storage & AI Infrastructure APLD — Applied Digital COHR — Coherent CRWV — CoreWeave IONQ — IonQ NBIS — Nebius Group QUBT — Quantum Computing SNDK — SanDisk STX — Seagate WDC — Western Digital >Biotech & Pharma CAPR — Capricor Therapeutics REGN — Regeneron Pharmaceuticals VRTX — Vertex Pharmaceuticals >Industrials, Infrastructure & Transportation ETN — Eaton UNP — Union Pacific VFS — VinFast Auto WM — Waste Management
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Charlie.hl
Charlie.hl@0xBroze·
When we designed Felix HIP-3 markets, we made the decision to cap funding rates for all RWA markets on weekends. Why? Funding rates exist to keep perp contract prices aligned with the underlying spot asset. Deviations trigger rate spikes that encourage arbers to balance the flow and keep price in line. For RWA perps, this system works well on weekdays, when off-hour periods are brief and off-chain hedging is reliable, but it breaks down on weekends, especially during major news events, like we've seen with oil over the past couple weeks This recent oil volatility triggered circuit breakers (capping mark price) on HIP-3 oil markets, and few traders wanted to take the opposite short positions at the capped mark price because many expected an oil jump on Monday open, which would then likely wipe out their short. With tradfi venues closed, there was no way to conveniently hedge this risk, creating a high risk + low reward scenario for shorts So even though funding rates stayed high on other oil perp venues, these rates weren't able to pull the contract price towards the speculated prices and ended up just bleeding money for longs. On Felix, the OIL-USDH funding rate stayed at ~0% over the weekend, which protected longs from unfair weekend losses, esp those users who entered expecting a gap-up Hopefully helps provide some clarity on why we made the design choice we did for weekend fundings
illiquidity providooooor@skyquake_1

personally i think the felix model of funding over the weekend is ideal for price discovery: mark = oracle ie 0 funding participants dont need to discount their trades by expected funding costs before CME reopens

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Felix@felixprotocol·
USA500-USDH perp is now live to trade on Felix The starting parameters of the market are the following: >Starting max leverage is 15x >Starting OI cap is set at $2.5M >On-hours and Off-hours pricing follows the specification in the docs below Trade here: trade.usefelix.xyz/flx:USA500 Docs can be viewed here: usefelix.gitbook.io/docs/felix-per…
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Keşfet

@Morpho @OndoFinance @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates @NASA