Frank² (@hwxfrank) 's Twitter Profile
Frank²

@hwxfrank

Left curve of @D2_Finance

Multi-strategy Fund: Tokenized Derivatives Strategies | 100% on-chain

ID: 1583415626

calendar_today10-07-2013 15:47:12

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D2 Finance (@d2_finance) 's Twitter Profile Photo

Following up on yesterday’s post 👇 The real purpose of a Hyperliquid HIP-4 should be to make a credible case for 9-figure+ annual revenue — with flows partially recycled back into the HL eco (ideally via Assistance Funds buying $HYPE). Some deeper thoughts: 5/ Leverage has to

Following up on yesterday’s post 👇

The real purpose of a Hyperliquid HIP-4 should be to make a credible case for 9-figure+ annual revenue — with flows partially recycled back into the HL eco (ideally via Assistance Funds buying $HYPE).

Some deeper thoughts:

5/ Leverage has to
D2 Finance (@d2_finance) 's Twitter Profile Photo

“In-kind” distributions may look attractive, but they introduce well known risks but often overlooked in bull markets: •Managers can offload illiquid position or poor-quality tokens under the guise of flexibility •Perps make liquidity games easy •“Experienced MMs” can even

“In-kind” distributions may look attractive, but they introduce well known risks but often overlooked in bull markets:

•Managers can offload illiquid position or poor-quality tokens under the guise of flexibility

•Perps make liquidity games easy

•“Experienced MMs” can even
D2 Finance (@d2_finance) 's Twitter Profile Photo

🟢 Good Net APR vs Evil Gross APY 🟥 Saw some chatter about “$100K in for 2 months → $400 out” while dashboards showed 2/4x higher funding PnL. 👉 Classic case of gross APY marketing vs net reality. Despite attempts at standardization (best so far:DefiLlama.com 0xngmi is hiring ), most

🟢 Good Net APR vs Evil Gross APY 🟥

Saw some chatter about “$100K in for 2 months → $400 out” while dashboards showed 2/4x higher funding PnL.

👉 Classic case of gross APY marketing vs net reality.

Despite attempts at standardization (best so far:<a href="/DefiLlama/">DefiLlama.com</a> <a href="/0xngmi/">0xngmi is hiring</a> ), most
D2 Finance (@d2_finance) 's Twitter Profile Photo

🫡 The key is risk-adjusted returns, vitalik.eth. Let users choose their own risk with wrappers like Pendle. “Low risk” without a real return component means nothing.

🫡

The key is risk-adjusted returns, <a href="/VitalikButerin/">vitalik.eth</a>. Let users choose their own risk with wrappers like <a href="/pendle_fi/">Pendle</a>.

“Low risk” without a real return component means nothing.
D2 Finance (@d2_finance) 's Twitter Profile Photo

HYPE++ Ethena Vault Institutional Portable Alpha on Ethereum, with Hyperliquid Upside 🟩 Deposit $USDe —access D2's unified HYPE++ strategy returns medium.com/@D2.Finance/hy…

HYPE++ Ethena Vault

Institutional Portable Alpha on Ethereum, with Hyperliquid Upside

🟩  Deposit $USDe —access D2's unified HYPE++ strategy returns

medium.com/@D2.Finance/hy…
Yuki 🍓 ₍^. .^₎⟆ (@defiwizzy) 's Twitter Profile Photo

yuki was today years old when she found out about D2 Finance ​ feel ashamed about it... ​ what did yuki miss for all this time? 👇 ​ D2 specialized in bringing institutional-grade derivative strats onchain ​ - relative value volatility arbitrage trading - ​ Where most onchain

yuki was today years old when she found out about <a href="/D2_Finance/">D2 Finance</a>
​
feel ashamed about it...
​
what did yuki miss for all this time? 👇
​
D2 specialized in bringing institutional-grade derivative strats onchain
​
- relative value volatility arbitrage trading -
​
Where most onchain
D2 Finance (@d2_finance) 's Twitter Profile Photo

HYPE++ Epoch recap 📈 ~17% APR last epoch 📊 39.4% absolute return since inception (nov 24') 1⃣ ~ 40% of last epoch PnL came from our gamma replication sub-sleeve, where we captured outsized returns during the recent DAT mania 2⃣ We were able to trade HYPE volatility both ways

HYPE++ Epoch recap

📈 ~17% APR last epoch
📊 39.4% absolute return since inception (nov 24')

1⃣ ~ 40% of last epoch PnL came from our gamma replication sub-sleeve, where we captured outsized returns during the recent DAT mania

2⃣ We were able to trade HYPE volatility both ways
D2 Finance (@d2_finance) 's Twitter Profile Photo

🚨 HYPE++ Hyperliquid Epoch Update Arbitrum HYPE++ vault is open for USDC deposits for ~2.5 more hours Shortly after, the HYPE++ Hyperliquid vault opens, building on the exceptional track record of institutional risk-adjusted returns HYPE++ Hyperliquid Epoch Details: 🟩

D2 Finance (@d2_finance) 's Twitter Profile Photo

🚀 HYPE++ New Epoch: USDH Alpha Special (🏦 77% historical APR for the flagship) Fresh inflows are pouring in: 💧 1.5M → 6.6M USDT0 on Hyperliquid 💧 +3.5M already live on Arbitrum 💧 + new Ethena Labs sleeve dropping this weekend on Ethereum 👀 Cross chains yield

🚀 HYPE++ New Epoch: USDH Alpha Special (🏦 77% historical APR for the flagship)

Fresh inflows are pouring in:

💧 1.5M → 6.6M <a href="/USDT0_to/">USDT0</a> on <a href="/HyperliquidX/">Hyperliquid</a>
💧 +3.5M already live on <a href="/arbitrum/">Arbitrum</a>
💧 + new <a href="/ethena_labs/">Ethena Labs</a> sleeve dropping this weekend on <a href="/ethereum/">Ethereum</a> 👀

Cross chains yield
D2 Finance (@d2_finance) 's Twitter Profile Photo

D2 depositors unmonsterized 💚 Confirming that we’ve only been long optionality into the deleveraging event — as holding also puts on Derive Labs and Flowdesk — while running short futures vs spot positions. As a result, the recent liquidation cascade did NOT affect any of

D2 depositors unmonsterized 💚

Confirming that we’ve only been long optionality into the deleveraging event — as holding also puts on <a href="/DeriveXYZ/">Derive Labs</a> and <a href="/flowdesk_co/">Flowdesk</a> — while running short futures vs spot positions.

As a result, the recent liquidation cascade did NOT affect any of
jeff.hl (@chameleon_jeff) 's Twitter Profile Photo

TLDR: During recent volatility, Hyperliquid had 100% uptime with zero bad debt. This was Hyperliquid’s first cross-margin ADL in more than 2 years of operation. ADL does not change the outcome for any liquidated users. While some specific ADL providing trades were unfavorable,

D2 Finance (@d2_finance) 's Twitter Profile Photo

Best $BTC real yield in all of DeFi — and farming Unit and Hyperliquid S3 at the same time? 🤝 Any thoughts, Stephen | DeFi Dojo? 👀 hXXI just wrapped an exceptional epoch: ✅ +11% APR last epoch ✅ 10.6% APR since inception (+3.7% cumulative) ✅ No exposure / risk for most

Best $BTC real yield in all of DeFi — and farming <a href="/hyperunit/">Unit</a> and <a href="/HyperliquidX/">Hyperliquid</a> S3 at the same time? 🤝 Any thoughts, <a href="/phtevenstrong/">Stephen | DeFi Dojo</a>? 👀

hXXI just wrapped an exceptional epoch:

✅ +11% APR last epoch
✅ 10.6% APR since inception (+3.7% cumulative)
✅ No exposure / risk for most
D2 Finance (@d2_finance) 's Twitter Profile Photo

HIP-3 live on the Hl.xyz front-end this weekend was not on our bingo card, but very welcome OFC 💚 — jeff.hl back on the risk-on arc? We already knew he wasn’t 996, but this is bigger than $USDH, kek. Some great takes from Flood’s latest pod which

HIP-3 live on the Hl.xyz front-end this weekend was not on our bingo card, but very welcome OFC 💚 — <a href="/chameleon_jeff/">jeff.hl</a> back on the risk-on arc? We already knew he wasn’t 996, but this is bigger than $USDH, kek.

Some great takes from <a href="/ThinkingUSD/">Flood</a>’s latest pod which
D2 Finance (@d2_finance) 's Twitter Profile Photo

🚨 18-Hour Deposit Window 🚨 Our Hyperliquid TwentyOne (hXXI) BTC Strategy is live for deposits Stack sats smarter with DeFi's leading BTC strategy Top-tier risk-adjusted yields earned as Unit BTC Hyperliquid.

🚨 18-Hour Deposit Window 🚨

Our Hyperliquid TwentyOne (hXXI) BTC Strategy is live for deposits

Stack sats smarter with DeFi's leading BTC strategy

Top-tier risk-adjusted yields earned as <a href="/hyperunit/">Unit</a> BTC

Hyperliquid.