Hyperliquid:native New ATH!
It's time to start a thread.
For those looking to hold long-term and grow their wealth, this is currently the highest-yielding HYPE project on the market.
From 2% staking yield to 800% LP yield…
🧵👇
As we all know, HYPE project yields are very difficult to achieve.
But if you want to earn HYPE yields, consider these two chains:
⇒ Solana
⇒ HyperEVM
Let's look at HyperEVM first, which is Hyperliquid's classic L1 protocol.
1) Staking on @Kinetiq_xyz
While this is a bit tedious, it's currently the largest Hyperliquid L1 protocol.
⇒ Total Value Locked (TVL) is $1.18 billion
⇒ HYPE Annualized Yield (APY) is 1.92%
While not particularly enticing, it does offer leverage.
2) @hyperlendx
Here, you can leverage kHYPE with fairly low leverage.
A 74% Loan-to-Value Ratio (LLTV) means approximately 3.5x leverage.
➢ Maximum leverage net annual interest rate: 4.5%
But you can achieve roughly the same return by trading kHYPE/HYPE with CLP without leverage, as we'll see in a later discussion…
3) @hyperbeat beHYPE Vault
This is a beHYPE optimizer Vault.
It participates in various beHYPE and WHYPE investment opportunities.
► Annual yield: 2.34%
Frankly, these annual interest rates are rather lackluster. Let's look at the more exciting returns in the CLP space.
Please note: Using IL can result in losses if you don't understand what you're doing.
CLP (Holding Strategies) is the best option over a wide range for those who are willing to sell high or buy low and lack confidence in directional closing operations.
Without further ado, let's delve deeper...
4) @prjx_hl
The beauty of Project X is that the "Annualized Rate of Return (APR)" listed here is the actual average annualized return, not the highest annualized return under the worst liquidity conditions.
(I'm talking about you, -drome protocol)
➢ HYPE/USDC: 233%
➢ HYPE/UBTC: 175%
➢ HYPE/kYHPE (without IL!): 4.26%
➢ HYPE/UETH: 142%
Currently, HYPE is extremely volatile in the IL environment.
Price range: $40-$80
Assuming HYPE's implied volatility is 100%
You need:
➢ If HYPE rises, you need a 31% annualized return to outperform IL
➢ If HYPE falls, you need a 100% annualized return to outperform IL
At least relative to holding
5) Quick overview @MeteoraAG
I like Meteora. My only problem is that Solana CLP's user interface often forces traders into very narrow trading ranges. So you often have to compete with those holding EV positions who don't mind taking on IL (excluding interest) because of the high annualized return (APR), even if they end up losing money.
That said, sometimes this inefficiency can be hugely beneficial because of the dynamic fee tiers; if the price breaks out of a narrow range, fees can even be as high as 5%, resulting in amazing returns on investment in a single day.
These three markets are truly worth watching and have high trading volume.
► Daily return on investment at the 0.04% fee tier is 2.18%
(Recent Vamp tier)
Annualized return is as high as 800%, but this is the Vamp tier; the return will gradually decrease as users migrate.
► Average return at the 0.2% fee tier is approximately 155%
► HYPE/SOL: Average annualized return 300%
► HYPE/cbBTC: Average annualized return 219%
That's all for now.
Wow, this is really a great asset. In short, it's all hype and speculation all day long, but there's been no real gain.
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Artemis
03-16 00:24
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Hyperevm stablecoin supply has surged 73% since February, reaching an all-time high of $907.52 million.
But why?
I've done the digging, so you don't need to worry about it.
This isn't a random influx of whales.
Moreover, this isn't a general boom in the DeFi space.
The reality:
Many users are bridging USDC from Hyperliquid L1 to HyperEVM, but the majority of funds haven't been deployed to the DeFi space yet.
As of March 13:
- Total USDC: $572 million
- Bridge Vault: $481 million
- Actual Deployment to DeFi: $92 million
- Therefore, approximately 16% of USDC is being used.
This means that approximately 84% of USDC remains at the bridging/settlement layer.
Where Deployed Funds Have Gone:
The primary trading venue is Morpho.
The model is very clear:
People use HYPE/kHYPE/wsthYPE as collateral to borrow stablecoins, primarily USDC or USDH.
So the current situation is roughly as follows:
Deposit HYPE --> Borrow stablecoins --> Buy/leverage HYPE again.
My real conclusion:
Yes, supply growth is real.
And this is good news.
Funding is already in place before the application layer. Fully mature.
People are still waiting for more DeFi use cases to deploy.
I'm optimistic about this ecosystem, but this also means there's still a lot to prove at the application layer.
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DefiLlama.com
2025-10-02 04:19
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Tracking @kinetiq_xyz's earnings on @HyperliquidX L1
Kinetiq Earn leverages your HYPE and kHYPE to optimize risk-adjusted returns on leading DeFi protocols on HyperEVM. Powered by Veda
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Pendle
2025-09-29 15:04
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@kinetiq_xyz Interesting Points Yield Improvement
YT-vkHYPE and YT-kHYPE's Points Efficiency/$ recently converged for the first time. This is primarily due to a decrease in YT-kHYPE's IY while remaining the same.
While focusing on the underlying APY of both, it's important to keep in mind the following:
Pendle
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PeckShieldAlert
2025-09-28 16:36
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#PeckShieldAlert Between September 24th and 27th, $kHYPE (@kinetiq_xyz Staked HYPE) briefly deviated from its peg, falling to a low of 0.8802 against $WHYPE.
The peg has now been restored.
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Stephen | DeFi Dojo
2025-09-24 13:52
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@Aster_DEX's funding rates are ridiculously high.
So, I'm going to show you some of the best funding rate arbitrage opportunities, and I hope you'll use my referral link so I can earn a healthy return on CZ's referral earnings:
>30% APY Delta Neutral 🧵👇's post
1) $aster
This one's pretty obvious. While I couldn't find a good long position here, I could earn huge returns on short positions.
► 4-hour funding rate: 0.267%
► APY: 584%
► 1x leverage DN: 292% APY
Note: I never use more than 1x short positions.
2) $HYPE
► 4-hour Funding: 0.11%
► Annualized Yield: 236%
► Long-term APY (PT kHYPE): 13%
► 2x Short-term Lending Rate (DN): 161% APY
3) $CAKE
It seems the high-yield days of staking CAKE are over, but you can still earn a good APY in the Syrup Pool.
► 4-hour Funding: 0.032%
► Annualized Yield: 70%
► Long-term APY (Syrup Pool): 6%
► 2x Short-term Lending Rate (DN): 48% APY
4) $WLFI
Surprisingly, it aligns with Binance's strategy and is another good option.
► 4-hour Funding: 0.038%
► Annualized Funding: 70%
► 2x Short-term Leveraged NAV: 55% APY
These are the best options I've seen so far.
Once again, please avoid using more than 2x leverage and be aware of how to close your positions quickly.
Getting liquidated in FR arbitrage trading is both terrible and avoidable.
Don't forget to use our link to receive a 5% rebate on your trading fees:
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Pendle
2025-09-15 16:19
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After @kinetiq_xyz's incredible growth, kHYPE acquisition is finally slowing.
Why is it relevant to Pendle?
kPoints are allocated per unit of TVL: upper HYPE value → lower kPoint/HYPE value.
Of course, this is only after HYPE supply acquisition has reached 11.2% and HIP-3 is imminent.
Pendle Hyperliquid
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yuyu
2025-09-09 10:43
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Every protocol on the HyperEVM consumes hype like gas. With 400,000 transactions per day, over 30 teams launched in Q4. Pendle achieved $1 billion in TVL in 30 days, Kinetiq's Khype became the most-used asset in 10 days, and Project X reached 20,000 users before its token launch. Each of these increases hype costs. Pricing is like a single protocol, and the returns are like the entire L1.
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Crypto Wesearch 每日幣研
2025-08-30 21:00
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Solana DATs and the ICM narrative are driving strong interest from Hong Kong event organizations.
🔥[Top Cross-Chain Net Inflow] @HyperliquidX / @arbitrum
+662 million (previously +113 million) Smart money flocks to @pendle_fi kHYPE & stHYPE
📌 The Japanese government reduced cryptocurrency taxes from 55% to 20%, opened up ETFs, and supported the yen-denominated stablecoin issued by SBI and @circle.
📌 The SOL/ETH exchange rate rebounded 16% since the 23rd of last week, returning to levels last seen in February.
Credit to @jd950108
See below for the latest Coin Research Weekly Report 👇
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火星财经
2025-08-26 08:22
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Mars Morning News | Trump Officially Removes Fed Governor Tim Cook; Altcoins Fall
On August 26, US President Trump announced the removal of Fed Governor Tim Cook, triggering a sharp correction in the crypto market. Bitcoin fell below $110,000, while Ethereum and altcoins plummeted. $904 million in liquidated assets were reported online in a 24-hour period. Fed Chairman Williams warned of caution regarding neutral interest rate estimates, while CICC believes Powell's speech is not the starting point for easing. Furthermore, the US SEC postponed some crypto ETF decisions, and the CFTC Acting Chairman may resign to join MoonPay. Ethereum-related stocks in the US stock market generally fell, with Abraxas Capital increasing its holdings of PT-kHYPE for arbitrage trading.
https://t.co/K4Rv8NIwZ6