Gabe

Founder, @0xAlphaPing Operating money-market-first DeFi vaults. Liquidity, risk discipline, capital preservation

[Gabe @GabeWeide]

Best one yet. Highly recommended read 🙏

[AlphaPing @0xAlphaping]

The phrase "institutional grade" gets used a lot. Almost always wrong.

A few thoughts in this week's Substack on what we think it should mean.

[Gabe @GabeWeide]

👀 It keeps growing. Nice.

[AlphaPing @0xAlphaping]

Update on Alpha USDT Prime.

The vault is currently fully allocated to AVLT/USDT0 at 91.5% LLTV, with 82.07% utilization and $1.29M available in liquidity.

The concentration reflects our current read on where risk-adjusted yield sits on HyperEVM. Allocations will shift as conditions warrant.

Next milestone is $10M.

For depositors evaluating USDT0 yield strategies on HyperEVM, the vault is certainly worth a look.

@alturax @Morpho

[Gabe @GabeWeide]

👀 Juicy. Worth checking out.

[KNOX @0xKnoxFi]

Alpha USDC Enhanced V2 by @0xAlphaping now live via Knox Vaults. Currently yielding:

Senior Fixed - 6.20%
Spectrum - 15.60%
Junior - 113.54%

https://t.co/i0e8V0n6Ka

[Gabe @GabeWeide]

New weekly substack dropped 🙏

[AlphaPing @0xAlphaping]

https://t.co/PSjDO51LRR

[Gabe @GabeWeide]

Nice growth of the Alpha LINK vault on @Morpho . Let's get the LINK army to Morpho 🔥

[stake.link @stakedotlink]

We're excited to cross 300,000 LINK deposits in the @Morpho🦋lending pool

@stakedotlink <> DeFi <> @chainlink

[Gabe @GabeWeide]

New Alpha vault on HyperEVM crosses $5M. Let's get to $10M 🔥

[AlphaPing @0xAlphaping]

Alpha USDT Prime V2, the first AlphaPing vault on HyperEVM, crosses $5M.

USDT0 lending against AVLT, @alturax's yield-bearing token backed by multi-strategy execution. Market making, funding arb, basis trades, gold RWA arbitrage. Non-directional. Market-neutral.

Next stop $10M.

@Morpho

[Gabe @GabeWeide]

Nice one. Let's keep pushing forward 🙏🎉

[AlphaPing @0xAlphaping]

Another week, another step closer to $100M.

It's great to see capital flowing back into the DeFi space. Another word of thanks to our great partners that we're privileged to be working alongside.

Vault by vault.

Choose wisely, choose Alpha.

[Gabe @GabeWeide]

🔥 Good reminder

[AlphaPing @0xAlphaping]

Every lender needs a borrower. Most depositors never ask who that is.

Leverage borrowers. Loop borrowers. Real economy borrowers. Each has a different risk profile. Each tells you something different about where your yield comes from.

We discuss it in this week's Substack!

[Gabe @GabeWeide]

Amazing! Lets keep pushing 🔥

[Frax Finance ¤⛓️¤ @fraxfinance]

$1M frxUSD has been deposited in the frxUSD @0xAlphaping vault.

Incentives just got refreshed so depositors are earning almost 12% APY for exposure to sDOLA from our friends at @InverseFinance🤝

Get started: https://t.co/6kgSnoN1pb

[Gabe @GabeWeide]

👀 Nice growth happening here on HyperEVM

[AlphaPing @0xAlphaping]

Alpha USDT Prime V2 approaching $4M.

First AlphaPing vault on HyperEVM. USDT0 lending against AVLT collateral.

AVLT is @alturax's yield-bearing vault share token, backed by multi-strategy yield generation. Market making, funding rate arbitrage, basis trades, staking capture, and a gold RWA arbitrage component historically used by institutional commodities desks.

[Gabe @GabeWeide]

One of the best write-ups I've seen in a while. Highly recommend to read it. It's a short read, but gives you fantastic idea to new possibilities.

[Mu Digital @MuDigitalHQ]

https://t.co/NPfPiUjBby

[Gabe @GabeWeide]

MuDigital hit $10M+ in such a short period of time. Amazing and congrats to the teams involved 🔥

[Mu Digital @MuDigitalHQ]

10mm in 8 weeks. Our Alpha USDC Asia V2 @Morpho vault by @0xAlphaping is cooking

Slowly at first. Then all at once 🐂

[Gabe @GabeWeide]

👀

[AlphaPing @0xAlphaping]

10 of our current 13 active vaults on @Morpho. We'll be going through each one starting today with added context on each vault and the teams we're working alongside.

Who's ready for DeFi summer?

[Gabe @GabeWeide]

Let's go $100M.

[AlphaPing @0xAlphaping]

Onwards towards $100m.

Vault by vault.

Choose wisely, choose Alpha.

[Gabe @GabeWeide]

@nina_rong @BNBCHAIN I've heard that is just the beginning and something big will happen soon 👀

[Gabe @GabeWeide]

Looks like the Alpha train is unstoppable 🚂cho cho...

[AlphaPing @0xAlphaping]

Alpha USDC Asia V2 is approaching $10M.

The RWA thesis is playing out in real time.

Asia-linked trade finance, private credit, regionally anchored assets. Real economic activity backing real loans.

This is what diversified lending looks like onchain.

@MuDigitalHQ @Morpho

[Gabe @GabeWeide]

Nice read. Worth checking out with a cup of coffee 👀

[AlphaPing @0xAlphaping]

Novelty is a liability. Complexity compounds risk. Track record is the product.

In this week's Substack, we make the case for boring.

Link below!

[Gabe @GabeWeide]

Strongly recommend to reach out if you were laid of. There are projects growing strongly 🫡

[Nina Rong @nina_rong]

If you are part of the Coinbase/Base layoff and are passionate in crypto and blockchain ecosystem, let us know!

My DM is open, and so are theirs @BNBCHAIN
@Lukexiao0 Head of BD
@cydeologie Head of Marketing

[Gabe @GabeWeide]

Awesome the strong growth of @0xAlphaping vaults on @Morpho. Keep it coming lads 🎉

[AlphaPing @0xAlphaping]

AlphaPing crosses $50M TVL again.

Different collateral. Different chains. Same curation framework.

Vault by vault.

Thank you to everyone building with us.

Onwards.

[Gabe @GabeWeide]

Wow... $10M within reach soon. Well done team 🫡

[AlphaPing @0xAlphaping]

Another step closer to $10M.

@MuDigitalHQ