Top DeFi vaults, onchain quant strategies, curator rankings and more
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We have started a podcast.
We interview the smartest onchain strategy quants, vault curators and DeFi masterminds.
Find episodes here: tradingstrategy.ai/podcast
Listen on YouTube: piped.video/channel/UCXBQRcl…
Listen on Spotify: open.spotify.com/show/0BXZEq…
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Glasgow Cosmic: a DeFi vault for a cricket team.
Some vaults run faster than others.
Glasgow Cosmic by Ryllo (@weareryllo), an RWA company, generates returns from the Glasgow Cosmic Cricket Team's operations, which are part of the inaugural European T20 Premier League.
- The agreement is valued at $1.4 million in projected revenue share.
- Delivery (payment) is expected by 20 November 2026.
- The vault is financing working capital against this single large, short-dated receivables claim from the league. Interest is paid on the facility over successive 90-day periods.
Ryllo or Accountable do not publish further legal details such as advance rate, exact interest formula, covenants, or the precise definition of which league revenues are assigned.
tradingstrategy.ai/vaults/gl…
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Growfi is one of the oldest and most robust trading vaults on Hyperliquid, with a lifetime annualised return of ~35% over two years.
By running a Hyperliquid core vault, depositors can relatively safely access quant trading strategies usually available only to high-net-worth individuals. The vault's TVL has grown organically from zero to $13M.
The strategy, originally run on centralised exchanges, is a mid-frequency mean reversion strategy that trades minutes, not seconds. By ensembling multiple timeframe signals into a single netted position, the mean reversion strategy can deliver more stable returns.
"Mean reversion is a property of market microstructure, not of a specific exchange."
Real safeguards exist against market volatility. Growi stress-tests on synthetic price paths that reproduce volatility clustering, including unrealistic scenarios such as BTC going to zero or to $1M (let's hope the latter becomes reality).
"We put more effort into being robust than into getting more yield."
Listen to our interview with the @GrowiFinance OGs of the vault space below, or read the transcript here
tradingstrategy.ai/blog/epis…
Listen to our Trading Strategy Podcast episode #14 with Growi Finance (@GrowiFinance) and learn how a research-driven, mid-frequency mean-reversion strategy became one of the top-performing vaults on Hyperliquid, and why risk-by-design matters more than chasing yield.
In this episode, Nertila (@theblue_panda) from Trading Strategy discusses with Valentin and Miguel from Growi Finance. Growi Finance is a quantitative asset-management firm building on-chain yield products to institutional standards. It describes itself as the allocation layer for digital asset yield, serving both retail investors and professional allocators.
👉 View Growi Finance vault data on Trading Strategy tradingstrategy.ai/vaults/cu…
👉 Listen to the podcast on Spotify open.spotify.com/episode/009…
👉 Listen to the podcast on YouTube piped.video/w7X9P1eYV40
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Glad to be visiting the #CryptoMondays #London event and discuss #stablecoins and #DeFi #vaults
Thank you for arranging these events @CryptoMondaysUK
If you want to learn more about what to do with your stablecoins in DeFi vaults market, take a look at our live dashboard: tradingstrategy.ai/vaults
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Trading Strategy retweeted
For anyone interested in learning more about Growi and our trading strategy, this is a great place to start! 👇
Thank you so much! @TradingProtocol It was a real pleasure joining you guys! 🙌
Listen to our Trading Strategy Podcast episode #14 with Growi Finance (@GrowiFinance) and learn how a research-driven, mid-frequency mean-reversion strategy became one of the top-performing vaults on Hyperliquid, and why risk-by-design matters more than chasing yield.
In this episode, Nertila (@theblue_panda) from Trading Strategy discusses with Valentin and Miguel from Growi Finance. Growi Finance is a quantitative asset-management firm building on-chain yield products to institutional standards. It describes itself as the allocation layer for digital asset yield, serving both retail investors and professional allocators.
👉 View Growi Finance vault data on Trading Strategy tradingstrategy.ai/vaults/cu…
👉 Listen to the podcast on Spotify open.spotify.com/episode/009…
👉 Listen to the podcast on YouTube piped.video/w7X9P1eYV40
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Listen to our Trading Strategy Podcast episode #14 with Growi Finance (@GrowiFinance) and learn how a research-driven, mid-frequency mean-reversion strategy became one of the top-performing vaults on Hyperliquid, and why risk-by-design matters more than chasing yield.
In this episode, Nertila (@theblue_panda) from Trading Strategy discusses with Valentin and Miguel from Growi Finance. Growi Finance is a quantitative asset-management firm building on-chain yield products to institutional standards. It describes itself as the allocation layer for digital asset yield, serving both retail investors and professional allocators.
👉 View Growi Finance vault data on Trading Strategy tradingstrategy.ai/vaults/cu…
👉 Listen to the podcast on Spotify open.spotify.com/episode/009…
👉 Listen to the podcast on YouTube piped.video/w7X9P1eYV40
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Trading Strategy retweeted
The cautious excitement when you're sitting on a new product that might be the best thing you've done in your career.
I think we might have something soon that is going to be a game changer in DeFi
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Trading Strategy retweeted
Frankencoin Shares (FCS) are live and tradable. Get them on @Uniswap.
To celebrate the occasion we are releasing a limited version of the FCS T-Shirt.
Share this post.
Claim it for free.
Only for 24hrs.
While supply lasts.
merch.frankencoin.com/discou…
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Listen to our Trading Strategy Podcast episode #13 with Yearn (@yearnfi) and learn why automatic, fully on-chain accounting matters for transparent DeFi vaults.
In this episode, Nertila (@theblue_panda) from Trading Strategy discusses with Corn (@omgcorn) from Yearn. Yearn is a permissionless vault platform whose V3 ERC-4626 vaults combine tokenised strategies with automatic on-chain accounting. Corn also explains Yearn's open risk curation framework and its new Flex fixed-rate lending product.
👉 View Yearn vaults on Trading Strategy tradingstrategy.ai/vaults/cu…
👉 Listen to the podcast on Spotify open.spotify.com/episode/36S…
👉 Listen to the podcast on YouTube piped.video/TM9Wn73Qxt8
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Trading Strategy retweeted
See you in Seoul! 🇰🇷
Also taking the stage: 🎤
5) Peter Chung — Head of Research, @Presto_Labs
6) Sean Kim — APAC Growth, @Tangem
7) Valentin Garcia — CEO & CIO, @GrowiFinance
8) Nova Wong — Co-Founder, @Vishwa_lab
See you in Seoul. 🇰🇷
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Trading Strategy retweeted
US 2y pays 4.9%. 10y just hit 5.13%.
Aave USDC pays 3.72%.
most DeFi yields now pay you less than the US government - for more risk.
If you're going onchain, the spread is the only number that matters.
eEARN on @EmberProtocol is running ~10%.
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Trading Strategy retweeted
Zero-day remote code execution vulnerability in iPhone Safari. Click a link, and your crypto, passwords and everything else on your iPhone are gone.
Exploited in the wild by "DarkSword" malware.
"The DarkSword attack program has leaked, with its core capability being: extracting forensic-level data from iOS devices via HTTP interfaces. In actual attacks, attackers can combine social engineering or watering hole attacks to lure users into falling victim, thereby stealing data from iPhone / iPad devices and uploading it to servers controlled by the attackers."
Update iPhones immediately. Apple originally patched this, but rumours suggest even the latest versions are vulnerable, “pending confirmation,” across a wider range than the original 18.4–18.7 window.
From a Chinese security researcher, SlowMist CISO, @im23pds
nitter.siddz.com/im23pds/status/2101265…
Urgent security advisory for iOS users!
Install the latest iOS update immediately. Security researchers report that financially motivated attackers are now using a complete, in-the-wild exploit chain that can quietly steal cryptocurrency private keys and mnemonic seed phrases from iPhones.
The reported attack begins when a target is socially engineered into opening a malicious page in Safari. That page is said to abuse a memory-corruption flaw in WebKit / JavaScriptCore to gain arbitrary read/write access from JavaScript, then bypass Pointer Authentication Codes (PAC) to run native code, break out of the WebContent sandbox, and escalate to kernel/root privileges.
With that access, attackers can pull data from the device Keychain and from local crypto wallet apps.
The claimed impact range is iOS 13 through iOS 26.5; that range has not been independently confirmed in full. Until more is known, treat any unpatched device as potentially exposed and update as soon as a newer build is available. Also avoid untrusted links in Safari, especially if you keep wallet keys or seed phrases on the phone.
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Currently the top 1 vault by monthly returns:
DeFi COINoisseurs by @FLOAT_LOCKER
This small vault strategy focuses on discretionary Uniswap V3 LP positions. Last three months' absolute net returns are > 100%.
Launched in 2022, making the vault one of the most OGs of all time, it had a rough crypto winter. Now the vault is about to break back into the black.
The vault is pure DeFi: it takes positions on Uniswap and hedges on Aave.
This vault lives on the OG @enzymefinance vault protocol.
Because of data-collection limitations, we have data on this vault only since 2024.
tradingstrategy.ai/vaults/de…
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The @GrowiFinance OG vault on Hyperliquid is back in business.
After a quiet period, 3-month annualised returns are above 50%.
tradingstrategy.ai/vaults/gr…
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Trading Strategy retweeted
The major dynamic to watch for re btc strength is saylor reentering the market, or a strong debasement narrative forming. Without either, I don't think it's going to outperform unless the market draws down.
I think both catalysts have >33% probabilities over the next few weeks.
1. Saylor has almost repegged strc and bought back part of the pref stack, has raised significant cash, and the mstr mnav premium is expanding rapidly
2. treasury yields are rising rapidly. If they continue to increase, people will seek out the debasement narrative imo. The scenario where they start to fall is also somewhat positive btc and gold given the inverse correlation to real yields
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GSR analyses the "FTX playbook" of high-value, low-float token launchers.
Or, colloquially, "venture capital coins."
The result is what is expected.
In a collaboration between GSR's research and advisory teams, we’ve mapped every token listing on major exchanges since 2013, more than 2,300 launches, covering each launch's performance, float, FDV, sector, and more.
Read here:
gsr.io/insights/beyond-low-f…
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Steady Wealth Builder.
This public @Lighter_xyz vault does what it says on the tin.
Long only DCA/grid strategy.
- 100% CAGR (in favourable market)
- Sharpe 8.2
- Young, around 100 days or so
tradingstrategy.ai/vaults/st…
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HYPERLIQUID HLP IS BACK
@HyperliquidX HLP market-making vault has been flat this year. But something changed a month ago, around August 17th.
What change?
👉 HLP started to make stable profits again
👉 Drawdown stopped
For the last few months, average returns have been 2.8%, but for the last month, they are back to a reasonable 8%. Sharpe went ~4 -> ~8.
What changed?
On 13 August 2026, @chameleon_jeff said the next network upgrade would automatically move underused USDC in HLP into the vault’s lending sleeve. He said this because HLP yield had fallen close to zero. He said portfolio margin and HyperCore lending were already running at production scale and had been tested in live markets; the order book no longer needed HLP liquidity at large size; and idle cash should earn lending yield instead of sitting unused.
The upgrade went live almost immediately.
This changed how capital is allocated, not the market-making quoting model. The market-making and liquidator sleeves stayed in place. What changed is that most of the vault stopped sitting as unused cash. A snapshot around the announcement put HLP near $188.7 million, with about $148.7 million in cash and no open positions in the main account, and about $40 million across seven sub-strategies.
See the HLP performance here: tradingstrategy.ai/vaults/hy…
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