DeFi vaults are just ponzis. You have no track record in DeFi. Institutions will never touch DeFi. Options are too complex for onchain people. ETH maxis will never deposit into a vault. Nobody wants stablecoin yield. Derive can’t compete with Deribit. You need more TVL. You should just trade your own book. Hyperliquid is too risky. You can’t build your own pricing engine. Nobody cares about Sharpe ratios in crypto. Vaults only work in a bull market. You can’t survive a 30% drawdown in ETH. You need a bigger team. Audits are too expensive. HYPE is going to zero. You can’t hedge tail risk in crypto. You need a real fund admin. The smart money is on centralized desks. You can’t raise from institutions. RWA tokenization is a fad. You can’t do options on Hyperliquid. The market is too small. You should just run a simple covered call vault. 200%+ cumulative. 2.6 Sharpe. 0% monthly drawdown. 29 epochs. $1B+ notional traded. Just keep going.
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