jess3th ⚡️

300 posts

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jess3th ⚡️

jess3th ⚡️

@jess3th

Principal infra eng. Sub-second Solana/EVM systems where downtime=lost capital. Ex-MEV searcher, DL & Kaggle, PhD physical sci. Writing on AI + systems.

Katılım Ağustos 2019
73 Takip Edilen417 Takipçiler
jess3th ⚡️
jess3th ⚡️@jess3th·
@turshija > Every saved password — banking, email, GitHub — was readable This isn't quite right. Unless you fell for a fake system prompt or explicitly clicked 'Allow' on a macOS keychain access pop-up, they can't decrypt those files. Without your Mac password its just ciphertext
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Turshija
Turshija@turshija·
I got completely owned by the most sophisticated hack I've ever encountered. I'm a developer. I know what scams look like. This didn't look like one. 🧵
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jess3th ⚡️
jess3th ⚡️@jess3th·
7/ Stopping the experiments. The existing strategy library is exhausted on this data. Fun week. Expensive in compute, cheap in dollars lost.
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jess3th ⚡️
jess3th ⚡️@jess3th·
6/ Tried every rescue: raise the z-threshold, add an OI-flip confluence gate, blacklist the worst coins, shorten the timeout. Every change made it worse. Blacklisting top-10 losers just surfaced a new top-10 losers. The signal wasn't there — I was polishing a mirror.
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jess3th ⚡️
jess3th ⚡️@jess3th·
1/ I spent a week trying to find a profitable edge on Hyperliquid. Built the whole pipeline from scratch. Indexed the data. Wrote the simulator. Hunted 6 different signals. All of them lost money. Here's the autopsy.
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jess3th ⚡️
jess3th ⚡️@jess3th·
How to actually find good Hyperliquid vaults instead of just chasing headline APRs. Most vaults look amazing on the surface but fall apart when you look at the real numbers. I put together hlvaults so anyone can see the full picture: realized + unrealized PnL, proper time-weighted returns, and risk metrics that actually matter. Here’s the exact way I look at vaults every day. I usually start at Vault Trenches — New listings for fresh opportunities before they get crowded, Trending for momentum, and Top performers ranked by real stats. But the part I use the most is the Filters page. The Filters page lets you sort by any timeframe (ALL / 1D / 7D / 30D / 90D / 1Y / All-Time) and then set min/max on every metric that matters: TVL • PnL • ROI% • Win Rate • Sharpe • APR • Volume • Trades • Active Days • Profit Factor • Max Drawdown • Fatfinger losses. It turns the whole site into a proper screener. Quick but important note: Every PnL number you see is realized + unrealized (full equity). Everything is calculated using Modified Dietz — the same method professional portfolios use — so the numbers don’t get distorted on young or old vaults. Here’s a simple filter recipe I personally use (feel free to copy and tweak): TVL > $10k 30D or 90D timeframe APR ≥ 10% Win Rate ≥ 56% Profit Factor ≥ 1.6 Sharpe ≥ 1.6 Fatfinger Loss ≤ $100 Then sort by Sharpe ratio (descending). It surfaces vaults that actually compound instead of just swinging wildly. Also important to look at the PnL curve — better to see steady growth instead of huge spikes and drops. Example of what a highly efficient, tightly-managed vault looks like right now: 3xBTC脉冲 (Long BTC)This is a pure, controlled Long BTC strategy. 136 Long trades, 0 Short trades. All-time ROI 50%, APR ~700%. Fee leakage is a bit high at 6%, but the Calmar ratio is ultra high at 65. Feels like the owner knows the exact moments when BTC moves. By the way — I actually built this tool myself because I got tired of guessing on vaults. Wanted something that just showed the real numbers with no fluff. Hope it helps. Which metric do you care about the most when picking a vault? #Hyperliquid #HLVaults
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jess3th ⚡️
jess3th ⚡️@jess3th·
Why spend my weekend relaxing when I can spend it crunching 97,200 parameter combinations? 🧪 Backtesting some vault strategies today. I’ve got the data, the infra, and apparently a lot of curiosity. Let’s see what the numbers say. @HyperliquidX
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jess3th ⚡️
jess3th ⚡️@jess3th·
@svbmrgd Perfect timing to pull those old tweets. While Drift vaults are getting drained, Hyperliquid’s trending vaults are quietly stacking hundreds thousands today Reliability > hype every time
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submerged
submerged@svbmrgd·
time to pull up all the tweets from drift founders mocking hyperliquid during the jellyjelly incident
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jess3th ⚡️
jess3th ⚡️@jess3th·
That Bloomberg headline is already being written in the smart contracts. Hyperliquid is the only place where a kid's 'basement alpha' can beat institutional TVL in real-time. Just look at the last 24h: drkmttr printing +$354k PNL while BredoStrategy follows with a massive +$207k. The barrier to entry isn't capital anymore; it's code and conviction
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HYPEconomist | Theo Arc
HYPEconomist | Theo Arc@HYPEconomist·
in the coming years, a kid will launch a vault, grow it to hundreds of millions in assets under management, and bloomberg will publish a story about a 15-year-old running a hedge fund out of his parents basement only possible on hyperliquid
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Vikingo.hl
Vikingo.hl@VikingoDigital_·
BREAKING: Hyperliquid mobile app is live on the Google Play Store as an initial MVP for testing.
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jess3th ⚡️
jess3th ⚡️@jess3th·
@HYPERDailyTK Hyperliquid is eating the entire perp DEX meta. My latest trenches overview proves it: top trending vaults are compounding this volume into real yields - 400k$+ PNL today. Vaults are the best way to ride the volume explosion
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Hyperliquid Daily
Hyperliquid Daily@HYPERDailyTK·
Hyperliquid 24h volume: $9,1B 24h open interest: $7,2B The best perp DEX ever!
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jess3th ⚡️
jess3th ⚡️@jess3th·
@Hyperliquid_Hub 8th HIP-3 provider already live + 4M $HYPE locked forever = massive signal. My trenches data shows HYPE-heavy vaults are printing hard on the back of this $400K+ PNL just today from 2 top vaults. Staking + vaults = the real flywheel.
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jess3th ⚡️
jess3th ⚡️@jess3th·
@HyperliquidNews My trenches overview shows vaults are instantly rotating into these macro/narrative plays. Top HYPE-correlated vaults sitting at +$400K PNL today. These new index tickers will be rocket fuel for vaults
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Hyperliquid News
Hyperliquid News@HyperliquidNews·
🆕 NEW HIP-3 TICKER🆕 3 tickers has been reserved for free: $TOTAL2, $OTHERS, $BTCD. We were unable to identify the owner after conducting an Onchian analysis.
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jess3th ⚡️
jess3th ⚡️@jess3th·
@MavenHL Exactly. While everyone FOMOs $HYPE spot, my vault analytics show the top HYPE-correlated vaults are quietly printing. The real alpha isn’t just holding $HYPE — it’s the vaults that auto-compound the hype.
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Maven.HL
Maven.HL@MavenHL·
FOMO is what awaits every TGE seller and those who lost conviction. Level “Doom” will be reached this year, and many will be asking themselves: WTF did I do… $HYPE at $40 still looks cheap. And it’s not just my opinion – it’s obvious to those who understand Hyperliquid isn’t just another perp DEX. Global capital will flow into the house of all finance. Every trader will realize that by simply connecting a wallet, they gain access to things they couldn’t even dream of before. A fully monolithic infrastructure for interacting with finance – 24/7. Hyperliquid
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jess3th ⚡️
jess3th ⚡️@jess3th·
@0xCryptoSam Great point — Hyperliquid vaults are already live with onchain narrative-driven strategies. My latest trenches overview shows top HYPE narrative vaults is among the top 1D pnl performers. Solana would have to catch up fast
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Sam
Sam@0xCryptoSam·
The design space for onchain, narrative driven hedge funds could not be wider and more underutilized.
Sam@0xCryptoSam

Morpho (and I think Kamino too) already have decent infrastructure and markets for low-risk hedge fund strategies (e.g., Gauntlet, Steakhouse vaults). And Hyperliquid has built a similar product with their vaults, although solely for perps. But there’s a real opportunity for Solana to carve a niche in narrative driven hedge fund strategies, such as “long peptides” or “long alts short crypto equities” or “long Citrini theses” (idea inspired by @AlanaDLevin). These sort of degenerate narrative trades seem like they’d fit Solana’s trader base decently well and provide relatively interesting upside with some unique exogenous yield components. And Solana has a wider design space than Morpho or Hyperliquid have built today. Something like this would get me interested in Solana DeFi again.

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jess3th ⚡️
jess3th ⚡️@jess3th·
Congrats on the insane run. Just checked your 30d stats and its 93%+ wr on both long and short??? Building a small Discord just for Hyperliquid vault owners + analytics users (feedback, connecting with depositors, and later hedge/options tools). DM or join here if you’re down: discord.gg/uTfS2nNVuA Keep printing brother 👊
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