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  • HFY (HYPE Funding Yield): Hyperliquid-Native Delta-Neutral Yield Strategy
  • Historical Performance
  • How HFY Works
  • What HFY Enables
  • Risk Considerations
  • How to Access HFY
  1. HyperBonds

HFY

Hyperliquid-Native Delta-Neutral Yield Strategy

HFY (HYPE Funding Yield): Hyperliquid-Native Delta-Neutral Yield Strategy

HFY is the flagship HyperBond product within HYPERMAX—designed to generate stable, delta-neutral yield by capturing funding rate premiums from Hyperliquid’s HYPE perpetual markets.

This strategy is powered by Hyperliquid’s architecture, which uniquely links HyperCore and HyperEVM through precompiles, backed by deep, onchain liquidity. The combination of Hyperliquid’s orderbook and smart contract automation allows HFY to operate trustlessly, efficiently, and at scale.

HFY is built on the thesis that HYPE supply will remain structurally deflationary over time. This is supported by consistent purchases from the Hyperliquid Assistance Fund, which accumulates HYPE to support the ecosystem. Ongoing buy-side pressure reduces circulating supply, creating a favorable environment for sustained positive funding rates—the key driver of HFY’s returns.

While HFY aims for steady yield, it is not risk-free. Funding rate volatility can impact returns, especially during short-term negative regimes.


Historical Performance

Metric
Value

Period

96 days

ROI

3.98%

Max Draw Down

-0.20%

Sharpe Ratio

12.86

Annualized ROI

16.00%

Value

USD

Monthly Performance Breakdown
Month
PnL
Cumulative PnL

Dec 2024

0.22%

0.22%

Jan 2025

2.09%

2.31%

Feb 2025

0.91%

3.24%

Mar 2025

0.72%

3.98%


How HFY Works

HFY uses a fully automated, delta-neutral strategy that combines spot and perpetual positions:

  • Long HYPE (Spot): The SmartFund acquires HYPE on Hyperliquid’s spot market.

  • Short HYPE (Perpetual): Simultaneously opens a short position of equal size in HYPE perps.

  • Yield Capture: Positive funding rates generate returns for the short perp leg.

  • Automation & Rebalancing: The SmartFund contract maintains delta neutrality through continuous risk checks and rebalancing.

  • Liquidity Access: HFY tokens are freely tradable on HYPERMAX’s CLMM, providing real-time liquidity without redemptions.


What HFY Enables

  • Passive, Market-Neutral Yield Earn funding rate premiums without price exposure to HYPE.

  • Onchain Transparency & Automation All operations are enforced onchain by SmartFund contracts—auditable, automated, and trustless.

  • Capital Efficiency through Rehypothecation Use HFY as collateral in the HYPERMAX Lending Market to:

    • Borrow xUSD or other assets

    • Engage in DeFi strategies like trading, staking, or leveraged farming

    • Maintain HFY as a yield-generating base layer while accessing additional liquidity

  • Seamless Entry & Exit HFY is tradable anytime on CLMM for flexible portfolio management.


Risk Considerations

  • Funding Rate Volatility Returns depend on funding conditions; negative funding can temporarily reduce performance.

  • Liquidity Risk Slippage may occur during large trades depending on CLMM depth.

  • Smart Contract Risk Although built on audited infrastructure, DeFi systems inherently carry technical risk.


How to Access HFY

  • Trade Buy or sell HFY directly on the HYPERMAX Concentrated Liquidity AMM (CLMM).

  • Leverage Use HFY as collateral in the HYPERMAX Lending Market to unlock capital for further deployment.

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Last updated 3 days ago