"you have to get tough with yourself, not with the world. you have to take responsibility for your life, not because it’s easy, but because you deserve peace. "
If you want to improve your writing, you have to fight brain rot like it's your enemy:
(1) Stop doom scrolling
(2) Go on walks without your phone
(3) Ditch that TV series
(4) Start reading books
(5) Be curious about other people
This is the way.
Prime Pedro… tactical Swiss knife of a forward. The completeness of his game was key to being the ideal support act to the bigger names of David Villa and Messi.
Two footed beyond belief, could mix up wing play with being the wing forward.
#barcelona
There’s a reason professional athletes have people in their corner.
When you’re inside the performance, you cannot always see yourself clearly.
Traders are no different.
Since HYPE TGE’d, Valantis has had one mission: Attract as much HYPE as possible.
Despite being pretty bad at marketing, having no entrenched LP relationships, and honestly not even knowing where a lot of our liquidity comes from, $200M in TVL is a signal to us that fundamentals matter.
After Singapore, we’re releasing a new part of the stack that I believe materially changes how much HYPE Valantis can absorb.
The question we’ve been trying to answer:
How does Valantis survive in a world where HyperCore is trying to eat all HYPE liquidity?
Most users found us for three reasons:
APY.
Risk/reward.
The ability to get their money out quickly.
That has forced us to get very good at something I think of as Liquidity Engineering:
Create systems that outperform alternatives, remain useful tools when the market is under stress, and introduce liquidity where it otherwise wouldn’t exist.
We start from the assumption that most DeFi is poor R/R. One thesis in particular has pushed us to build things that are actually different:
Pooled strategies introduce additional risk. Avoid them when possible. Use them when pooling creates liquidity at an otherwise illiquid part of the stack.
That thinking led us to make illiquid strategies liquid across our existing product suite:
stHYPE withdrawals settling faster than normal unstaking when new stHYPE mints come in.
STEX letting LPs running the buy-and-unstake arb sell queued withdrawals back to the pool when they want liquidity immediately.
stHYPE LPs earning incentives from Ethena’s HyENA HIP-3 deployment without their HYPE ever being locked/illiquid.
Our default assumption is that DeFi is risky.
Nobody owes us a deposit.
Our HYPE suite is moving toward something I believe can compete with what exists natively on Hyperliquid, in private markets, and across existing DeFi.
I don’t think Valantis has won anything meaningful until we house >10% of circulating HYPE.
What comes next applies the same approach to the largest markets on Hyperliquid: native staking, institutional liquidity, and trading.
The goal: turning Valantis into a black hole for HYPE liquidity.
If you think I'm delusional, come find me in SG.
I will explain how we plan to house 10% of circulating HYPE by the end of 2027.