Founder, @0xAlphaPing Operating DeFi vaults.
Joined May 2022
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- Followers 1,058
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314 Photos and videos
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Super exciting times ahead. Can't wait to share more soon π
π₯ As we approach $100M in AUC (Assets Under Curation), AlphaPing is implementing an important enhancement to its risk management framework.
AlphaPing has introduced a new portfolio concentration constraint designed to strengthen diversification and further improve long-term risk-adjusted returns.
As assets under curation continue to grow and as we prepare for upcoming partnerships with larger institutional participants, maintaining robust portfolio construction standards becomes increasingly important.
Over the coming weeks, capital may be reallocated periodically to align with the updated framework. These adjustments are a normal part of disciplined portfolio management and reflect our continued commitment to institutional-grade risk standards.
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π AlphaPing's growth the last few weeks on @Morpho has been exceptional. Let's keep pushing.
Make it $90M
Another great week for AlphaPing and our partners.
Onwards to $100M next.
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Jun 9
$80M of Asset Under Curation on @Morpho alone. @0xAlphaping keeps pushing strong, keeping lending rates high while scaling π₯
Jun 9
Another hurdle cleared on the road back towards $100M.
Onwards we go.
Vault by vault.
Thanks as always to our partners as we continue to grow!
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Jun 8
ππ
Jun 8
We're delighted to announce that AVLT/USDC is live on @Morpho Ethereum mainnet.
We've seeded the market with $4M in USDC. Available to borrow against AVLT & available to loop right now.
Bringing AVLT lending markets to Ethereum opens the door to a depth of liquidity, a class of depositor, and a level of composability the strategy was always built for.
First in get the best rates. The loop is open.
@alturax
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Jun 8
Lfg! Take up this opportunity π₯
We are happy to announce that our AVLT/USDC market is now live on Morpho ETH Mainnet.
@0xAlphaping will deploy $4M in USDC, fully available for borrowing and looping right now.
Borrow USDC against AVLT and loop for up to 80% APY on your AVLT.
Make your money go the distance π¦
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Jun 8
π₯ Something big is about to happen at @0xAlphaping today - an important step that further strengthens AlphaPingβs position as a provider of some of the best risk-adjusted returns on USDC deposits in the industry.
LFG
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Jun 4
Markets are currently experiencing elevated volatility.
Over the past several weeks, @0xAlphaping has significantly strengthened its liquidity reserves and maintains ample liquidity across the markets we support.
Our focus remains on keeping @0xAlphaping -supported markets well supplied, operating efficiently, and providing a positive spread for participants across the markets we directly support.
Choose wisely. Choose AlphaPing. π«‘
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Jun 3
Best one yet. Highly recommended read π
Jun 3
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.
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Jun 2
π It keeps growing. Nice.
Jun 2
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
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May 27
π Juicy. Worth checking out.
Alpha USDC Enhanced V2 by @0xAlphaping now live via Knox Vaults. Currently yielding:
Senior Fixed - 6.20%
Spectrum - 15.60%
Junior - 113.54%
app.knox.finance/vaults/1/0xβ¦
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May 25
New weekly substack dropped π
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May 25
Nice growth of the Alpha LINK vault on @Morpho . Let's get the LINK army to Morpho π₯
May 25
We're excited to cross 300,000 LINK deposits in the @Morphoπ¦lending pool
@stakedotlink <> DeFi <> @chainlink
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May 23
New Alpha vault on HyperEVM crosses $5M. Let's get to $10M π₯
May 23
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
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May 21
Nice one. Let's keep pushing forward ππ
May 21
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.
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May 18
π₯ Good reminder
May 18
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!
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May 15
Amazing! Lets keep pushing π₯
$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 @InverseFinanceπ€
Get started: app.morpho.org/ethereum/vaulβ¦
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May 15
π Nice growth happening here on HyperEVM
May 15
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.
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May 14
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.
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May 13
MuDigital hit $10M in such a short period of time. Amazing and congrats to the teams involved π₯
May 13
10mm in 8 weeks. Our Alpha USDC Asia V2 @Morpho vault by @0xAlphaping is cooking
Slowly at first. Then all at once π
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