Charlie.hl

x.com/i/article/1878…

$4m in HYPE now available on @felixprotocol Vanilla for looping kHYPE at 5.41% borrow APY More HYPE liquidity courtesy of @ValantisLabs and friends

Crossed $100m kHYPE on Felix On Felix Vanilla, users have supplied... >$49.0M kHYPE to borrow HYPE >$36.9M kHYPE to borrow @USDT0_to >$15.5m kHYPE to borrow @usd_hl kHYPE looping and carry trades continue to dominate HyperEVM DeFi. More liquidity otw to users borrowing…

.@kinetiq_xyz kHYPE is on the way to Felix CDP Felix users are now borrowing @usd_hl and looping almost 960,000 kHYPE on Felix Vanilla, but it is clear that other kHYPE holders would also like to mint feUSD against their kHYPE at a rate of their choosing To answer this desire,…

In few markets will you find overcollateralized lending of a deflationary asset that has increased in value over 50% in 20 days yielding 7-9% for passive lenders, not factoring in any incentives and no form of leverage required--the HYPE difference Almost $10m in new HYPE lent…

Almost 9.4% APY just to lend HYPE on @felixprotocol Vanilla now The kHYPE looping demand is real

kHYPE is now live on @felixprotocol CDP with a 10m mint cap A trade here for Felix CDP enjoyors? 1. Deposit kHYPE collateral on Felix CDP 2. Mint feUSD at sub-market borrow rate* 3. Deposit feUSD into HYPE Stability Pool, earning 10-12% Earn spread between borrow rate…

Incumbent defi teams still discount the value of a listing on Hyperliquid spot and are unsure how to bucket HL as either a traditional DEX listing where LPs may earn trading fees but face excess IL or a CEX listing costing a significant share of token supply (maybe 10%+) The…

HL builder code interfaces slowly coming to dominate mobile trading Will be interesting to see how userbases end up differing among HL-native builder code apps like @pvp_dot_trade, @liquidperps, @DexariDotCom, @basedappHQ, @MercuryappHL and others vs. retail incumbents like…

x.com/i/article/1948…

Felix team continuing to assess candidates. If you are interested in joining us, DM

x.com/i/article/1947…

Since launch on July 9, Phantom perps on @HyperliquidX has generated over $446k in revenue On July 18 alone, Phantom perps generated $89k in revenue with 5.5k users To create a (likely) multi-million-dollar perps product for its users, Phantom didn't need to try to develop its…

On the need for more stables liquidity on HyperEVM Felix Vanilla is closing the week with the following stablecoin depth: >$21m USDe >$22.5m USDhl >$48m USDT0 However, even at this much liquidity, stable yields on Felix continue to dominate DeFi market rates in the double…

kHYPE has been listed on Felix Vanilla Day 1 of @kinetiq_xyz: Over 6.1m kHYPE minted Three strats for kHYPE on Felix: >kHYPE Leverage Loop >kHYPE Delta Neutral >kHYPE Carry Trade Reach out for any assistance needed with risk, strats, etc

And finally day 3 of three days of kHYPE strats on @felixprotocol: >Strat 3: The kHYPE Carry Trade 1. Deposit kHYPE collateral on Felix CDP/Vanilla (2% staking yield) 2. On Felix CDP mint feUSD at, say, 4% borrow rate 3. Deposit feUSD in Felix Stability Pool yielding 10.95%…

Day 2 of three days of @kinetiq_xyz kHYPE strategies on Felix: >Strat 2: The kHYPE Leverage Loop 1. Deposit kHYPE collateral on Felix Vanilla (say 2% staking yield) 2. Borrow HYPE (say 1.2% borrow cost) 3. Stake HYPE with Kinetiq to mint more kHYPE 4. Repeat At a loop with LTV…

Today we begin three days of strats for kHYPE on @felixprotocol >Strat 1: The kHYPE DN Trade 1. Deposit kHYPE on Felix Vanilla (say 2% staking yield) 2. Borrow @usd_hl (say 5% borrow cost) 3. Sell USDhl for USDC on HyperCore (hopefully not a needed step much longer) 4.…

Officially over 80m feUSD on Hyperliquid More unlocks coming for feUSD with >@kinetiq_xyz kHYPE collateral >sfeUSD >Felix CDP rate management agent by @BrahmaFi and more What else do you need for your feUSD?