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"It's crap, but at least it was done by a real human, way better than your typical AI tool slop"
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A real case study from the Binance incident.
- Binance hack reported
- Everything moves at once: rates squeeze, liquidity leaves lending markets, every team tweets about its Binance exposure
- Our alerts fire, including on second and third order effects like stablecoin volatility
- We close our short on a moderately depegged stablecoin and book the gain into the primeUSD vault
- primeUSD prints 11.5% annualized this week on investment grade underlyings
This is what @HypernativeLabs agents are for.
- Binance hack reported
- Everything moves at once: rates squeeze, liquidity leaves lending markets, every team tweets about its Binance exposure
- Our alerts fire, including on second and third order effects like stablecoin volatility
- We close our short on a moderately depegged stablecoin and book the gain into the primeUSD vault
- primeUSD prints 11.5% annualized this week on investment grade underlyings
This is what @HypernativeLabs agents are for.
Every layer of our security model assumes another could fail.
With @HypernativeLabs, 200+ agents watch every chain and venue we’re deployed on, 24/7.
🔴 High-confidence threats → automatic vault pauses
🟢 Market signals → our control room
See how our real time security worksView quoted post on X
Binance is a clear outlier, it has contained damage so brilliantly that we as an industry hardly even noticed ripple effects. It will be worse next time a more fragile product is hacked.
So if you are a high yield leveraged USD guy, how to decrease sensitivity to liquidity squeezes?
Diversify your trades!
- do delta-neutral basis trade - low correlation with defi rate spikes
- Allocate to high yield, non-leveraged RWA positions. They are not exposed to borrow rate spikes
- borrow at fixed rates (ah, right there are no fixed rate markets for USD assets)
So if you are a high yield leveraged USD guy, how to decrease sensitivity to liquidity squeezes?
Diversify your trades!
- do delta-neutral basis trade - low correlation with defi rate spikes
- Allocate to high yield, non-leveraged RWA positions. They are not exposed to borrow rate spikes
- borrow at fixed rates (ah, right there are no fixed rate markets for USD assets)
Every major shock shows up onchain as a jump in USDC borrowing costs.
After the @Binance hack, the average borrow rate across Aave, Morpho and Fluid nearly doubled to ~10% within hours, then fell back to pre-hack levels in under two days.
After April’s Kelp DAO exploit, where the bad collateral sat inside @aave itself, rates nearly quadrupled to ~13.5%, held above 11% for four days and took about a week to normalize.
The difference: @tether and @circle moved fast to freeze stolen funds, and Binance quickly committed to covering user losses. That kept the panic out of DeFi lending.
This chart ran first in our monthly newsletter.
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so here is the story of CARRY
When we went to the drawing board on the high yield product, the ask from the investors was to combine:
- pls be liquid, no material lockups
- pls no cash drag from redemption settlement cycle
- pls high yield and low fees
- pls no stupid sh*t in the vault. we wanna rely on your DD and monitoring
- building yet another leverage loop aggregator? wtf pls no. do something funky, delta neutral is cool
- pls can we borrow against it when needed (actually wait, we just wanna outright loop it)
How about all of that in one product?
Our tremendous team at Vault Street did a f**king great job shipping it with CARRY. Super proud to work with these legends.
And the partner teams whose products we chose to integrate? Absolutely killing it. When you see Superstate, Midas, Hastra, Centrifuge in our vaults' allocations, it's not random. Man, it's because these are great products!
Together, we help people make money, and make it without the stupid sh*t.
When we went to the drawing board on the high yield product, the ask from the investors was to combine:
- pls be liquid, no material lockups
- pls no cash drag from redemption settlement cycle
- pls high yield and low fees
- pls no stupid sh*t in the vault. we wanna rely on your DD and monitoring
- building yet another leverage loop aggregator? wtf pls no. do something funky, delta neutral is cool
- pls can we borrow against it when needed (actually wait, we just wanna outright loop it)
How about all of that in one product?
Our tremendous team at Vault Street did a f**king great job shipping it with CARRY. Super proud to work with these legends.
And the partner teams whose products we chose to integrate? Absolutely killing it. When you see Superstate, Midas, Hastra, Centrifuge in our vaults' allocations, it's not random. Man, it's because these are great products!
Together, we help people make money, and make it without the stupid sh*t.
Introducing CARRY: 12%+ target yield from leveraged RWAs by @MidasRWA @Figure @SuperstateInc @BitwiseView quoted post on X
The 2021 RWA vintage was about tokens with no redemption rights and underwriting by clowns
Today we have real infra, real protections, and professional credit teams. Specialty credit is now sourcing capital faster onchain than in tradfi
Golden era of onchain finance is starting
Today we have real infra, real protections, and professional credit teams. Specialty credit is now sourcing capital faster onchain than in tradfi
Golden era of onchain finance is starting