If @prjx_hl is the brain of @HyperliquidX DeFi, @ValantisLabs is its liquidity bloodstream. A modular DEX purpose-built for liquid staking tokens, solving the biggest flaws in AMM models. With $62M+ TVL & gaining 10x traction this month, here’s why it matters A 🧵👇
Imagine a self-funded DEX on HyperEVM exploding to $50M+ TVL in <2 weeks Zero VCs, 200%+ APYs from LP fees, points farming for massive airdrops, and now hiring 100+ interns to dominate partnerships That's exactly what @Lamboland_ built & achieved through @prjx_hl Let's explore what it's all about in this 🧵:
What exactly is @ValantisLabs? Valantis is a modular DEX protocol built on @HyperliquidX's HyperEVM, launched in 2023 by @Lamboland_. It enables the deployment of customizable AMMs for liquid staking tokens (LSTs) like $stHYPE & $kHYPE, focusing on efficient liquidity provision, programmable risk management, and sovereign liquidity. Unlike traditional DEXs where liquidity is passive and prone to impermanent loss, Valantis allows users to "configure the odds" with custom pools that adapt to market conditions, such as depegs or volatility. As of August 2025, it has over $61.33M in TVL on Hyperliquid, with rapid growth (e.g., 1,100% TVL increase in the past month), making it a key player in HyperEVM's DeFi ecosystem alongside protocols like @hyperlendx and @felixprotocol. It's like @CurveFinance + @Uniswap v4 + LSTFi, built for DeFi 2.0.
Liquidity is rapidly becoming permissioned as private market makers (PMMs) gain dominance over passive liquidity providers. For the first time, Valantis combined PMMs and AMMs into HOT. Creating the first DEX capable of competing for order flow in the intent-centric age. 🔥👇
Why it matters 👇 ◆ Empower builders & liquidity providers (LPs) with modular tools for creating efficient, risk-optimized DEXs ◆ Integrates with Hyperliquid's native components for atomic composability, enabling seamless interactions with order books, staking, and lending ◆ Community-driven, emphasizing efficiency in LST trading (e.g., from HOT AMM to stHYPE AMM to kHYPE AMM) and providing extra yields during market dislocations like depegs It's the missing puzzle piece for yield-rich, composable DeFi on @HyperliquidX
The HOT-AMM Liquidity Module is designed with flexibility in mind. This single module can be reused and deployed with four different styles of onchain Market Making. Developers can build using the exact set of tradeoffs they are looking for.
As for some of its core features 👇 ◆ Modula Pools & AMMs: customizable liquidity pools for LSTs with dynamic fees. ◆ LPing: deposit HYPE/LSTs for fee & arbitrage yields. integrates with @hyperlendx & @felixprotocol for auto-yields. ◆ Sovereign Liquidity: LPs can manage risks & avoid DEX "gambling." Supports swaps, deposits, and withdrawals with low slippage. ◆ Other Features: depeg arbitrage, HyperEVM integrations, LST pool expansions. & More!
The HOT liquidity module is designed with flexibility in mind. Developers can choose to integrate one, both, or neither market-making system. It is a swiss army knife Liquidity Module.
As for the real utility it brings for LSDs & LRTs 👇 @ValantisLabs lets protocols bootstrap liquidity for their LSDs/LRT with LPs that aren’t exposed to asymmetric IL. This enables more resilient restaking ecosystems and composable LSTFi infra.
HOT features normal AMM swaps and flash swaps via an RfQ system, enhancing capital efficiency for LPs. The HOT AMM consists of the co-designed HOT Liquidity Module attached to a Valantis Sovereign Pool.
Now, taking a look at their recent performance & growth 👇 ◆ Launched quietly, now $61M+ TVL, 10x since early July ◆ Most active LSD pairs now route through @ValantisLabs ◆ Capital-efficient volumes increasing week-on-week ◆ $520M+ in traded volume
Valantis has surpassed 1,500,000 HYPE in total TVL, over $60M USD.
Regarding Points & PnL 👇 ◆ LPs earn real yield from trading volume. ◆ Early pools qualify for @HypurrFi & potentially @HyperliquidX DeFi points. ◆ LSD protocols can create programmable pools with custom liquidity logic. ◆ Offers up to 5% APY for depositing $HYPE (plus HypurrFi Points) & 4%+ APY for depositing kHYPE (plus @hyperlendx & @kinetiq_xyz Points).
Docs for stHYPE AMM are now available at Take a deep dive into the latest primitive for LST liquidity. And for the illiterate, some explanatory graphics below. ⬇️⬇️⬇️
What’s next? ◆ Better LP interfaces & pool deployment tooling ◆ LRT-native support (EtherFi, Renzo, Kelp DAO, etc.) ◆ Composable staking vaults for native yield-on-yield ◆ Deep integrations with @prjx_hl, @marginfi, and future Hyper DeFi products
stHYPE AMM LPs will receive the most optimal yield in the entire @HyperliquidX ecosystem: > Dynamic trading fees > Lending Yield > @hypurrfi, @hyperlendx, and any other lending market rewards > $HYPE staking yield With no depeg losses wiping out your hard-earned APR 💸
Lastly, why @ValantisLabs? Valantis isn’t trying to outplay @Uniswap or @CurveFinance. it's rewriting the rules for how yield tokens trade. ◆ Native AMMs for yield tokens ◆ No IL for LPs ◆ Smart unstaking infra ◆ Fully integrated with Hyperliquid’s performance layer
1/ How Decentralized Exchanges become discoverable to non-toxic order flow is not as straightforward as one might expect. Valantis explores the history of order flow routing in our latest article. A key to unlocking the DEX Renaissance.
With that, while we're about to wrap up this 🧵, here's how I'm interacting with @ValantisLabs 👇 ◆ Buying $kHYPE against $HYPE ◆ Allocating some $kHYPE to @kinetiq_xyz earn vault ◆ Allocating some $kHYPE to @ValantisLabs $kHYPE pool ◆ Using rest to loop with other dApps PS: Check out this 🧵 on kHYPE to find the whole loop:
Want high yield, full liquidity & max airdrop exposure on $HYPE staking? Let me break down how to use @pendle_fi to supercharge your $kHYPE yield with PT-kHYPE, YT-kHYPE, and LP strategies 👇 A 🧵:
With that, we finally wrap up this 🧵 on @ValantisLabs. While this remains the last post in my series of HL dApps, make sure to drop your thoughts and projects you're farming in the comments 👇, and rest assured, I'll be covering the same in due time. In the meantime, please L+RT this post if you found it useful or informative. Signing out 🫡
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