
jess3th ⚡️
300 posts

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.


















New HIP-3 deployer with interesting tickers. Hyperliquid.









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.



@hyperbulla 88% wr 💀









