Valantis Labs

Deposited 6 days ago and already has 0.2% more HYPE. Compounding 6x more than staking yield adds up fast.

Since HYPE TGE’d, Valantis has had one mission: Attract as much HYPE as possible. Despite being pretty bad at marketing, having no entrenched LP relationships, and honestly not even knowing where a lot of our liquidity comes from, $200M in TVL is a signal to us that fundamentals matter. After Singapore, we’re releasing a new part of the stack that I believe materially changes how much HYPE Valantis can absorb. The question we’ve been trying to answer: How does Valantis survive in a world where HyperCore is trying to eat all HYPE liquidity? Most users found us for three reasons: APY. Risk/reward. The ability to get their money out quickly. That has forced us to get very good at something I think of as Liquidity Engineering: Create systems that outperform alternatives, remain useful tools when the market is under stress, and introduce liquidity where it otherwise wouldn’t exist. We start from the assumption that most DeFi is poor R/R. One thesis in particular has pushed us to build things that are actually different: Pooled strategies introduce additional risk. Avoid them when possible. Use them when pooling creates liquidity at an otherwise illiquid part of the stack. That thinking led us to make illiquid strategies liquid across our existing product suite: stHYPE withdrawals settling faster than normal unstaking when new stHYPE mints come in. STEX letting LPs running the buy-and-unstake arb sell queued withdrawals back to the pool when they want liquidity immediately. stHYPE LPs earning incentives from Ethena’s HyENA HIP-3 deployment without their HYPE ever being locked/illiquid. Our default assumption is that DeFi is risky. Nobody owes us a deposit. Our HYPE suite is moving toward something I believe can compete with what exists natively on Hyperliquid, in private markets, and across existing DeFi. I don’t think Valantis has won anything meaningful until we house >10% of circulating HYPE. What comes next applies the same approach to the largest markets on Hyperliquid: native staking, institutional liquidity, and trading. The goal: turning Valantis into a black hole for HYPE liquidity. If you think I'm delusional, come find me in SG. I will explain how we plan to house 10% of circulating HYPE by the end of 2027.

The next black-hole for liquidity on Hyperliquid is yield-bearing derivatives in Portfolio Margin. Imagine what happens when all yield sources across crypto and finance become extra trading margin. Yield as collateral changes the math behind your trades in a way that counteract your trading costs - pushing more volume and fees to Hyperliquid. The problem is Portfolio Margin isn't prepared to handle derivative risk. HyperCore liquidates against an order book, it's unrealistic to imagine a basket of derivatives building deep and competitive order books against USDC at the scale of their counterparts (HYPE-USDC, BTC-USDC, ETH-USDC) EVM understands derivative liquidity much better. AAVE, Morpho, and Euler understand how to price liquidations against withdraw queues and arbitrage facilities, where yield-bearing derivative liquidity lives. This is why I think bringing stHYPE, stETH, kHYPE, LBTC, sUSDe, and much more into HyperCore Portfolio Margin sits with a simple HyperEVM derivative->underlying loan in-between. The first real collaboration between HyperEVM and HyperCore in my eyes.

If you're allocated into LSTs, Native Staking, Private HIP-3/HIP-4 deals, or anything of these sorts. We have a single, unified, market-agnostic yield opportunity for HYPE holders. Not like anything that's been accessible publicly or privately. At least worth hearing this one out. DM me.

There is now enough liquidity in Pendle ($2.3M) to support accessing a 10% Hyperliquid Trading Fee Discount with 1 HYPE (usually costs 100 HYPE). There was zero pre-announcement or communication with HYPE holders before we released. All activity is organic. I want to thank everyone who deposited LP into Pendle. With stHYPE yield safely above 2.2%, Traders who enter here are locking-in a 0.4% premium over 5-months to get their 10% discount. spend 1 HYPE expect to receive at least 0.84 HYPE back. you pay 0.16 HYPE to get 10% off all trades. Trade $3000 in notional on Hyperliquid perps and you already made your money back. This is an insane value - and by nature of the market - these early opportunities don't last. Expect YT prices to pick up as liquidity supports it. There is interest from Hyperliquid Market Makers to enter the buy-side at 100,000 HYPE tiers; for now liquidity doesn't support it. I anticipate premiums can look closer to 2-6% in this scenario, not 0.4%. If you're considering getting a discount, right now is an outsized opportunity. Pretty awesome to watch this unfold in real time.

financial engineering is back nitter.cf/ValantisLabs/status/20…

what makes tokens better than equity (demo)

We pushed this out immediately because @entropyIO launched and there is real reason to start auto-farming again. We undoubtedly have one of the most valuable product offerings to volume farmers. stake stHYPE. open HyperCore account w/ up to 40% Fee Discount. Export API wallet. Farm @entropyIO with a fraction of the Hyperliquid Fees & no builder code fees. Bonus, borrow USDC against your stHYPE to Trade with even more margin via @hyperlendx. For auto-farmers / API Traders ; we aren't adding any fees on top. Simply just a better way to farm. lower execution cost at a fraction of the capital lock-up. all volume / potential points accrue to the prime address you own, no pooling or volume routing on our end.

What can unlock with Portfolio Margin