Look, @ethena no longer heavy on basis trade cash and carry fundingrates.
They step back from niche market to bigger pool like T-bills.
@zirodelta have a chance to take their places but with different kind of play.
Why am I so obsessed with making Zidee work?
Because in my world, I constantly see massive amounts of transit money flowing from court cases and real estate deals, funds that often take months to be distributed.
These sums can be staggering!
Easily reaching $2 million per case.
With the right structure and scheme, this money can be productized.
This has nothing to do with marketing.
It’s all about productizing idle, uncirculated money: the funds I know exactly where they sit.
That’s why hourly yield distribution feels so incredibly compelling.
I saw @toly promoting @aadotsol's post about @PhoenixTrade perpetual funding rates arbitrage, where @zirodelta specializes.
With the Zidee wallet now a working product where you only need to deposit and forget as it runs on autopilot, I think this is the best chance to integrate @PhoenixTrade into our system as well.
I already DM'ed you, @aadotsol. Please check.
The most natural evolution for Zidee isn’t another ordinary neobank or trading app.
We’re building for professionals.
Full end-to-end money cycle: receive, store, grow, spend.
We bet on you first!
We even pay your productive tools upfront, even if you have $0.
Zidee week 1 data is in.
Honest takeaway:
If you deposit $1,000+, you get full deployment across our entire coin universe.
One user this week: 27.89% APR.
If you deposit $25, autopilot skips most positions because of HL's per-coin floor, you're sitting idle resulting avg only 4.73% APR.
If you deposit $100+, autopilot can diversify across funding-rate leaders and get around 7%+ APR.
The threshold for serious yield is ~$100.
Below that, you're paying for the floor.
I am just experimenting with @zirodelta zidee wallet - the automated funding rate arbitrage platform on hyperliquid
What I appreciate the most -
Once I reported the bug that it is not possible for wallets to activate the funding rate arbitrage
the founder looked into the issue and fixed it so fast.
This is just the start of $zdlt, I believe there will be much more in the coming days
update on the yield after a few days
Zidee Wallet is live.
A non-custodial mobile wallet that earns you funding rate yield from @HyperliquidX perpetuals.
Deposit USDC. That's the whole job.
I get the idea here!
Zirdelta is working to create a new strategy around funding rate arbitrage.
Ethena already getting $3 Billion in AUM speaks the demand is still in
Working to show real yield rather than assumed ones because the funding rates keep changing constantly.
This is a problem that $zdlt can fix
A funding rate market is only serious if nobody has to trust the house when the rate settles.
That is why permissionless resolution matters more than faster UX.
If the operator can decide the outcome, you do not have a market.
You have customer support with better branding.
A thread.
This is for preserving wealth, not a get-rich-quick scheme. If you already have money, this will fit you.
Just deposit and forget.
APR gonna grow along with time and capital.
Beta-X1 scanner detecting cross crypto positioning patterns right now.
SOL showing 96.12 basis point spread between Bybit and Binance.
Bybit at positive 41.06 basis points while Binance sits at negative 55.06 basis points.
Same crypto but completely opposite exchange positioning.
ETH shows uniform positive rates across all venues.
BTC splits negative on Binance and KuCoin but positive on Bybit and Hyperliquid.
This creates systematic opportunity when institutional positioning diverges by asset class.
Bybit consistently long across ETH, BTC, SOL suggesting coordinated institutional positioning.
Binance selective with negative rates on BTC and SOL but positive on ETH.
Mathematical yield potential: 3,516% APY for SOL delta neutral execution.
Which exchange do you monitor for cross crypto funding rate positioning signals during Sunday evening sessions?
Beta-X1 scanner detecting perfect positioning divergence right now.
Fear & Greed Index crashed to 12 while million in positions liquidated yesterday.
Every major crypto showing negative funding rates.
Institutions shorting via futures. Retail staying long on spot.
DOT at negative 383 basis points. ADA at negative 245 basis points. SOL retail 74.6% long while funding bleeds shorts.
This creates systematic opportunity when emotions drive positioning extremes.
Fed meeting March 17 approaches with 92 crypto ETF decisions pending March 27.
Historical pattern shows 80% positive BTC returns follow Fear & Greed readings below 15.
Which breaks first. Retail capitulation or institutional short squeeze?
Two approaches to funding rate yield generation.
Ethena collects funding on single venues when rates are positive.
Zirodelta captures cross venue spreads regardless of rate direction.
Right now Drift shows negative 222 bps while BitMEX shows positive 10 bps.
That creates a 232 bps arbitrage spread.
Single venue strategies pay out during negative rate periods.
Cross venue arbitrage generates yield when spreads exist.
Which approach makes more sense in a sideways market where funding rates oscillate unpredictably?
Most people leave in a bear market.
The ones who stay are the ones who understood what they were holding.
Bear markets don't stop funding rates. They amplify them.
The window to get positioned before this protocol activates is closing.
Slowly, then all at once.