Hyperdex @DefiLlama Updates
We've been proceeding with our planned deployments, but we were getting requests to make our volume trackable on Defillama, hence we decided to accelerate this integration.
This morning, we submitted a PR covering our Swap, Bridge, and Perps integrations.
Perps is integrated, and we're still working with @OndoPerps and @HyperliquidX on fee tracking.
We're now waiting for DefiLlama to review and approve the PR. Hopefully, we'll have approval and merge within 24 hours.
We'll keep everyone posted.
ok here's why I am looking at these 4 tokens for RH S2, full disclosure i hold these so NFA
robinhood:0xedbf91223639800bcd5756815caf908df3b890be - team is actually stacked, dev won multiple hackathons before and knows what/how to build. protocol is trying to solve an actual problem in the agenticFi space for credit worthiness by acting as the on chain credit bureau. shipped MANY products including 10 new ERC standards (in draft review now) that borrow/lenders can use to build on top of.
team is thinking further ahead on interoperability which gives me the confidence to know that they are building for the long term - why else would they bother to submit these ERCs if not? team is also cooking up some hooks w uni tech atm too so i dont think they're anywhere done. will be watching this one closely
covered the protocol in more depth here: https://t.co/oaBOuQkM7R
robinhood:0x72be1277e198d0c476869253cb4e62807e14533c - another team shipping non stop and working with RH crypto projects to get them discounted access to inference, with many more in the pipeline. the team started off w an idea to offer inference via stock staking yields but now building alot more on auto routing and inference access.
team clearly knows who their target customers are and has shown that there is a clear demand for their product (discounted, cheap inference for new builders). much more work to do on both the demand and supply side imo, but so far so good
robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3 - one of the revenue generators on RH. Inference demand is still climbing, with real usage from non-crypto users buying discounted inference via card. Revenue cooled a bit after the initial spike, but the product shows sticky demand. A large portion of revenue comes from trading fees on the underlying token, so this piece is market-condition dependent and should pick up as activity does. Team has partnered with NEAR and Phala for private inference and is expanding supply.
they’re also building an agentic launchpad on Mosh where projects pair against ORBIO and fees route into the agent’s stake + CREDIT so agents can fund their own inference. The team already knows how to supply and route demand on RH and the launchpad is the next layer that turns ORBIO into the base asset funding agent runtimes.
$BUN - sits at the intersection of launchpad infra × agenticFi × revenue × ownership. Mosh locks ~70% of supply in non-custodial vaults controlled by AI agents that market-make (they can trade but can’t withdraw). BUN was the first token launched this way and already has agents accumulating ETH from activity. Teams like Orbio are using it for their own agentic launchpads.
as agents market-make those pairs they accumulate more of the underlying token, which then further supports liquidity. This reflexivity flywheel compounds with every additional launch and becomes more obvious when on-chain liquidity conditions improve.
i covered the protocol in more depth here: https://t.co/suoDNTGiDF
Raeto is partnering with @KannAudits for an independent security audit.
Kann has completed 61 audits securing over $2B in TVL. They’re a Circle Alliance security & Arc partner, with public reviews of vaults and lending protocols like HyperLend.
Agents are starting to hold money, and that raises the bar for anyone building where they keep it.
The full report goes public when it’s done.
https://t.co/8A3Qqur6cy
robinhood:0x72be1277e198d0c476869253cb4e62807e14533c next leg up is underway
With Vlad pushing agentic AI plays, and Robinhood Crypto posting about @priors_trade yesterday, I fully expect to see @RaetoCC following suit