接下来的两周内至少有一个,确定性且大的套利机会在@pendle_fi YT 与 @HyperliquidX HLP的机制上
感谢HIP3
【Pendle群友举一反三,寻找并享用尚未结束的HLP盛宴】
Pendle中文群埋伏着不少像 @an_le23998 的精算师群友
在看到我上一篇关于【如何靠hwHLP暴富】的推文后,群友们没有浪费时间,而是立即寻找其他 “具有HLP金库曝险” 的资产 --- 像是@0xHyperBeat 的 $hbUSDT。
因为他们知道,$hbUSDT 是具有延迟结算的特性。
👇什么叫延迟结算?
- @HyperliquidX 的HLP在10/11获得大笔的清算利润,需经过Hyperbeat 金库聚合器 (Vault Aggregator)进行结算。
- 但Hyperbeat金库并非会实时同步链上情况,而是可能隔24-48小时才更新一次NAV与APY。
而群友的思路是:
- 他们查到 $hbUSDT 的资金配置中,大约有四分之一投向了HLP。。。
- 但在 @pendle_fi 上观察到底层收益在10/11后仍未出现暴涨。
- 意识到 $hbUSDT 有延迟结算机制后,便在11-13号期间疯狂扫入YT-hbUSDT...
结果在10/14号的凌晨,$hbUSDT终于派发了巨额利息,让群友们的本金几乎翻倍。
结论:@HyperliquidX 的子协议众多,但收益结算机制各不相同。只要你理解协议机制和懂得观察底层收益图表,便可以提前预判「收益延迟」这种结构性机会。
Tag一下几个Pendle群友
@ViNc2453 @kevin0x0 @Cryptorobber1 @taowang1 @MengLayer @pendle_grandma @youchengyu0324
@qianchengpeng @CryptoBigBeartw @Alvin0617
@trader_alvin1 @zetai_mmt @807743450Li



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