Bringing institutional-grade trading strategies onchain through AI-enabled vaults. Backed by @ElectricCapital @mirana @hashed_official
Joined July 2024
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INFINIT retweeted
After 250 years of evolution, asset management is entering a new era shaped by blockchain and AI. How is INFINIT combining AI-driven investment strategies with onchain vaults to redefine the future of asset management?
![: : [Crypto/Article] INFINIT: Shaping the Future of Asset Management](https://pbs.twimg.com/media/HWvoFZXaIAADakk.jpg)
INFINIT retweeted
Pretty impressive momentum for @Infinit_Labs' APEX vaults w/ about 1 week more before deposit ends.
We haven't really had any solid vaults powered via professional trading strategies & this one imo is the first of its kind on Hyperliquid operated by @ApexQuants.
In case you missed it, APEX 1 saw 37.6% gross APR (w/ about 2.35 Sharpe ratio) with ~$0.5M TVL across 90 days.
And now, APEX 2 + 3 have collectively crossed the $2M deposit milestone which clearly reflects growing interest in this emerging category.
Ofc, early performance doesn't guarantee repeatability esp. as capital scales, but the initial results have been encouraging enough that I've personally deposited into APEX 2 as well.
For anyone exploring the new vaults, there's also some flexibility in duration:
🔹 APEX 2: 90-day strategy
🔹 APEX 3: 30-day strategy, for those preferring a shorter commitment
PS: Deposits for APEX 2 + 3 close on Nov 11, so there's less than a week left to check them out.
Worth exploring 👇
INFINIT retweeted
Since most of CT doesn't like to read much, I also put this into a live dashboard.
apex.zerokn0wledge.xyz
What it does?
APEX Vault Watch tracks @Infinit_Labs' APEX MS1 vault live from the Hyperliquid API: return, equity curve, long vs short exposure, PnL by asset class, positions, the INFINIT Standard checks and every fill with its tx hash.
It also reads the order-level book through Alchemy's HyperCore stream and watches INFINIT's vault contract on Arbitrum, so MS2 deposits show up the moment the window opens.
Check it out here my lazy frens.
Onchain lending vaults went from $1.5B to $10B in two years.
Meanwhile, actively managed onchain trading vaults are at roughly zero.
Not for lack of demand. You just couldn't run a real hedge fund book on one onchain venue. Hyperliquid fixed that this year, and @Infinit_Labs is the first team I've seen build the actual fund wrapper around it.
So I pulled the full trading wallet of their first vault and rebuilt it day by day, across 340 fills, incl. every funding payment and the daily marks.
Here's what I found:
Why HL, why now?
CTA momentum is the oldest strategy in managed futures. Rank markets by relative strength, long the top, short the bottom, across stocks, commodities and crypto. Dollar neutral, so the return comes from selection, not direction.
It only works if all three asset classes sit on one margin account tho. Until HIP-3 came to Hyperliquid, that didn't exist onchain.
Today 23 HL markets clear INFINIT's $100M open interest floor. 10 are crypto. 13 are stocks, indices and commodities (S&P 500, Nasdaq 100, Gold, Silver, Brent, WTI, SK Hynix, MU, SPCX, GOOGL, META and a few more).
That means: One venue, 24/7, one margin system, and this universe is why a cross-asset vault can exist now and couldn't 12 months ago.
Simultaneously, the rapid advances in AI play a similarly crucial role.
Not for the signals tho. Relative-strength ranking with systematic entries and exits is quant, not some sort of agentic magic, and Apex says so themselves.
Yet, AI is the ops layer, and that's another crucial part worth paying attention to:
- Trading credentials can open and close positions but can't withdraw. Deposits sit behind a 3-of-4 multisig and the manager holds none of the signing keys, so a manager's key can never block withdrawals.
- A trade gateway sits in front of the exchange. Any order outside the eligible list or the declared limits gets blocked before it lands.
- Monitoring agents check live trading against the manager's published mandate. Breaches go to a human risk team, unresolved ones pause trading access.
- Share accounting and investor reporting run on the same stack.
That's pretty much the middle office of a fund, running almost fully autonomously, and it's the reason a $500K vault can be run with institutional process at all, and the reason MS2 can take more capital without hiring ten people.
So, what does the wallet (and onchain data) say?
APEX MS1, operated by Apex Quant Capital had $506K deposited on the 3rd of August and its first fill on the 10th of August.
The overall return is about 40% annualized as of today, +8.4% actual over 78 days, before vault fees. The peak was +8.5% on the 23rd of October, and Apex reports roughly 40% annualized after fees through September, which lines up.
A few more stats:
- The worst drawdown was (only) 3.7%, all of it in the first week.
- Dollar neutral in practice, not just on paper. Net exposure averaged 1% of gross across 70 active days, with 7.5% on the worst day. Right now it's $143K long vs $131K short.
- 1x isolated on every position, every day. Gross exposure peaked at 1.04x capital.
- Ten equal position slots of about $45K at launch, roughly 9% of capital per market.
- The book went fully to cash twice when the signal had nothing. "Holds cash when conditions aren't right" is actually part of the strategy, not just marketing.
- 20 markets traded with $12M volume, $2.2K fees paid, and $3.1K funding received.
Current book, in case you're curious (on the 26th of October): long S&P 500 against short ETH, SOL, XRP, HYPE and ZEC.
So what does that mean?
Eleven weeks in, neutrality, leverage, market eligibility and cash discipline all check out onchain, and the two numbers Apex publishes match the wallet.
The PnL split is what you’d expect from a momentum book in this tape. Crypto had the trends and made the money, SOL, ZEC and HYPE about $57K net. Single stocks chopped and the stops gave back about $25K. Indices flat, commodities about +$13K in October on Brent, Gold and WTI.
Losers cut, winners left to run. And the trend is now moving into commodities, with the book flipped long the S&P. That’s the whole point of a cross-asset book. MS1 got a first taste in October, MS2 is where it gets tested properly.
Wen MS2?
Deposits open on the 28th of October until the 11th of November, and I'm looking to deposit too.
Why?
Bc a fund-structured vault with public fills, trade-only keys and a manager putting up first-loss capital for APEX 1 and 2 is the first version of this I'd actually put money in.
This is likely the model the next wave of onchain asset management gets built on, and it's live on HL right now.
What I'll be watching?
- Fee terms and the size of Apex's first-loss commitment
- Whether the stock and commodity legs keep contributing
- How the strategy behaves at size ($500K is a pilot and the real capacity test is more capital in the same 23 markets)
NFA tho ofc.
INFINIT retweeted
Problem: "AI" trading vaults losing 99% of their value. Another trading vault lost $93M where nobody outside could see it. Both asked you to trust them.
Solution: INFINIT APEX MS2.
Here are 5 questions I'd ask before giving any vault a single cent of my money:
1: What does the AI actually decide?
> APEX's AI ranks stocks, commodities and crypto by relative strength. It goes long the strongest and shorts the weakest, with the book balanced in dollar terms.
> Humans are the ones that curate the playbook, the model just applies it across more markets than one single trader could ever track, without getting tired, attached, bag bias, or tilt.
2: Who can move the money?
> Deposits sit behind a 3-of-4 multisig and inside of that the manager trades through credentials that can't withdraw.
> The important bit is that the people running the strategy can't fuck with our money.
3: What stops it breaking its own rules?
> Stream Finance froze withdrawals after an external manager lost about $93M, and nobody outside could see what that manager was doing.
THAT’S WHAT INFINIT OS IS BUILT TO AVOID:
> Orders outside eligible Hyperliquid markets get blocked automatically
> Separate AI agents check trading against the published mandate
> Unresolved breaches get trading access pause
4: Can you check the record yourself?
> INFINIT only takes managers with a live track record, not just backtests.
> APEX MS1 has been trading live since July, with weekly reports on performance and exposure, and the trading wallet is public.
When you read any vault's numbers, ask:
> Is it the actual return, or annualised?
> Before fees or after?
> How deep was the worst drawdown?
5: Does the manager have skin in the game?
> Yes. The manager deposits 10% of the vault themselves. Profit and loss are shared across every depositor, manager included, so they win and lose on exactly the same terms as everyone else.
> Timing matters too. Through July, the 20 largest systematic traders were up 9.81% this year while crypto-only traders were down 10.57%.
> HIP-3 put oil, gold and the S&P on Hyperliquid, so that cross-asset playbook finally runs onchain.
Follow @Infinit_Labs for further details and to ensure the next time you go to a “vault” it’s infinit institutional grade and not a sham.
look, anytime you see anything about “vaults” please go screenshot the five questions below: 👇
the next time some fuckwit shills you one then at least you know what to look out for.
so proud to be working with this team. holy shit.
🤝 Paid partnership
INFINIT retweeted
Think what @Infinit_Labs is building is largely underappreciated.
The hard truth about DeFi vaults is that industry standards are still pretty subpar.
While the goal is to abstract away the complexities of capital management for users, offering greater flexibility + composability, the underlying infrastructure often lacks sufficient transparency + safety guardrails.
In fact, many vaults remain largely black-boxed.
Here's what stands out with INFINIT's APEX vault:
🔸 Restricted manager permissions → Strategy managers can only open/close trades, w/o access to withdraw user funds.
🔸 Multisig custody → Deposits are secured through an approved 3-of-4 multisig setup.
🔸 Preconfigured trading gateway → Execution is subject to predefined parameters, eligible markets + risk limits.
🔸 Dedicated AI monitoring agents → Specialised agents monitor trading activity against the manager's mandate + risk constraints.
🔸 Systematic CTA strategy → Trades eligible Hyperliquid markets, going long stronger assets + short weaker ones while targeting dollar neutrality.
*APEX MultiStrategy is operated by Apex Quantitative Capital, an accredited team with established background in professional trading.
The value proposition here imo lies in the separation between strategy execution, custody + risk oversight.
Users get exposure to professional trading strategies w/o having to manage execution themselves, while managers retain the flexibility to deploy their expertise within predefined guardrails.
This is the direction DeFi vault infrastructure needs to move towards if institutional-scale capital is to participate meaningfully.
Abstraction shouldn't come at the expense of transparency or control, and the best vault infrastructure should enable all three.
That's where INFINIT is positioning itself particularly well imo
INFINIT retweeted
I've been a supporter of INFINIT for a while, but why?
In short: the bigger picture.
My take: As more financial assets move onchain, the next step isn't simply bringing more capital into DeFi. It's bringing the people, expertise and infrastructure that know how to manage that capital.
Think about traditional finance for a moment for example...
Professional trading teams spend years developing strategies, managing risk and building operational frameworks. Making that expertise accessible onchain is a meaningful step in the evolution of DeFi.
@Infinit_Labs is working towards this with institutional-grade trading vaults, starting with APEX MS.
What matters to me, though, is the standards behind it: managers with verifiable live track records, first-loss capital, predefined risk limits, transparent trading activity and ongoing oversight.
And in my opinion if DeFi wants to attract more serious capital, the quality of its infrastructure and accountability mechanisms will matter as much as the opportunities it offers.
APEX MS2's next deposit window is planned for October 28.
INFINIT retweeted
on aug 19, coinglass recorded $2.73b in liquidations in a single day.
that's what leverage does to self-traders on a bad day.
trading your own book feels like control. handing it to a professional desk buys you time, and on days like that, it can also keep you from being liquidated.
@Infinit_Labs is built around that trade-off:
+ users deposit into managed trading vaults
+ the vaults are run by vetted quant teams, starting with Apex Quant Capital
their first APEX Multi-Strategy (MS) vault returned 33.07% APR on $500k+ in capital.
running that kind of size at that return through volatile months takes infrastructure and discipline most solo traders don't have. if that's not you, delegating is the rational move.
the flow:
deposit via INFINIT ➜ INFINIT OS secures and operates the vault ➜ APEX runs the MS strategy ➜ returns are distributed back to depositors
APEX MS vault 2 opens oct 28.
dyor.
INFINIT retweeted
One of the more interesting developments in DeFi imo is how vaults are evolving into distribution vehicles for professional trading strategies.
This is more apparent as the industry shifts towards more institutional setting.
Early vaults largely focused on automating yield farming, compounding + lending allocations.
But the next evolution goes considerably further: bringing sophisticated, professionally managed trading strategies onchain, making them accessible to a broader investor base w/o requiring depositors to execute those strategies themselves.
@INFINIT_Labs' latest APEX Multi-Strategy vault is one of such that just launched in August w/ a pretty impressive ROI of ~35% through last week (even tho I didn't get to deposit, but had been paying attention to it).
That said, below are some points that are noteworthy:
1. Access to professional trading expertise
APEX is operated by Apex Quantitative Capital, whose team brings nearly 50 years of combined experience across global banks, buy-side institutions, crypto trading firms + exchanges.
That expertise spans market structure, liquidity provision, risk management and execution.
Rather than merely automating an existing DeFi yield strategy, the vault gives depositors exposure to a professional trading approach managed by an experienced team.
2. A differentiated source of returns
APEX deploys a systematic CTA momentum strategy, drawing on trend-following approaches traditionally used by managed-futures funds.
Its AI-led engine ranks markets by relative strength, taking long positions in stronger markets and short positions in weaker ones across crypto, equity + commodity exposure through @HyperliquidX perpetuals.
The strategy targets a dollar-neutral book, seeking to generate returns through relative market selection rather than depending solely on rising asset prices.
But the more interesting distinction is that returns are generated through active trading P&L, rather than lending interest or token emissions.
Ofc, historical performance isn't a guarantee of future results, and dollar neutrality doesn't eliminate market, leverage or execution risks.
APEX reported a maximum drawdown of just 3.68% as of Sept 28, which is particularly noteworthy when viewed alongside its reported returns.
3. The infrastructure that makes professional strategies accessible
Opening access to professional trading introduces another challenge: how can depositors assess and monitor the managers entrusted with their capital?
This is where the INFINIT Standard comes in. APEX is built on top of INFINIT, and any deployed vault will need to meet the standard proposed:
🔸 Manager accountability: Identity screening, live trading track-record requirements + first-loss capital commitments.
🔸 Risk controls: Declared leverage, exposure and drawdown limits, with automated restrictions on eligible markets and orders.
🔸 Separation of permissions: Managers can execute trades without having withdrawal access to depositor funds.
🔸 Transparency: Shared trading wallets, weekly performance reports and ongoing monitoring against the manager's published mandate.
The idea isn't that these safeguards remove investment risk. Rather, they establish a more structured operating framework around strategies that would otherwise be difficult for individual depositors to access and evaluate.
We're likely still in the early stages of seeing such vaults emerge as a distinct category that bridges institutional trading expertise with crypto-native capital distribution.
And there's another layer of potential that hasn't been fully explored yet.
As vault receipt tokens become more widely integrated across DeFi, the underlying trading strategies could eventually serve as the foundation for externalised DeFi productivity.
Essentially, professional trading returns at the base layer with the potential for additional capital utility built on top.
We've barely scratched the surface of what's possible here and we're just getting started.
Much, much more to come imo 🫡
INFINIT retweeted
few months ago, institutions started buying hype
now we’re getting institutional-grade trading vaults on Hyperliquid
institutions are coming 🐐
very excited for this one
Hyperliquid
INFINIT retweeted
Crazy to think that people deposited into a vault
Did nothing
Went up 35% in 2 months, outperforming:
• S&P 500
• Bitcoin
• Nasdaq
And this vault is reopening soon (more on that below)
Their secret? This INFINIT vault is not managed by 5 crypto degens buying memes. It’s managed by APEX
TLDR: they are TradFi nerds who are smarter than us. 50 years of combined experience across banks and institutional funds.
Plus, they use an AI engine that identifies the strongest markets and helps them build a multi-asset strategy across stocks, commodities, and crypto.
TradFi expertise, onchain access
This is the stuff I get exicted about
No financial advice as always. This is not an inducement to take any action. Past performance doesn’t guarantee future results. Do your own research and consult with experts.
🤝 Paid partnership
INFINIT retweeted
Join the #Binance Alpha IN Trading Competition now!
🔸 Trade IN with $200K worth of rewards up for grabs.
🔸 Click [Join] on the Binance App event page to start tracking trade volume.
🔸 New: Rising Trader Boost — Qualified Alpha competition traders can unlock a 1.2x trading volume boost. See campaign details to check your eligibility.
🔸 Early Bird Multiplier is on — the earlier you trade, the higher the boost. Day 1 trades enjoy a 2.0x multiplier.
🔸 Only buy volume counts (selling is excluded).
Don’t miss out 👇
binance.com/en/support/annou…
INFINIT retweeted
3 days left🔥.
Your edge isn’t writing the longest prompt.
It’s knowing what to optimize, which risks to take, and when to execute.
Put that thinking onchain in the Prompt-to-DeFi Strategist Challenge on @Mantle_Official.
→ app.infinit.tech/en/prompt
INFINIT retweeted
Anyone who has been around crypto long enough has learned one thing:
➡️ Bitcoin is one of few assets that has truly earned long-term conviction.
Most tokens are created almost as fast as they disappear.
$BTC is one of rare exceptions.
But even with all its strengths, Bitcoin is not perfect.
It does not generate yield by itself...
And that is exactly what we are solving today with a DeFi strategy executed through @Infinit_Labs, combined with three other protocols from @Mantle_Official’s DeFi ecosystem.
Let’s dive in 🧵
— — —
1⃣ Strategy is pretty simple
Deposit $fBTC as collateral on @aave, borrow USDe, swap it into USDC through @Agnidex, and supply that USDC back into Aave.
You keep your BTC exposure intact, while the borrowed side of the position gets converted into USDC and supplied to Aave to generate yield.
I opened a small position to test it:
→ USDe borrow rate: 3.07% APY
→ USDC supply rate: 7.35% APY
→ net APY: 2.11%
→ health factor: 1.60
Even with a tighter health factor, you can always withdraw your supplied USDC and use it to repay the loan.
✅ Aave currently has an active incentive campaign for stablecoin suppliers, adding around +5% APY in $MNT rewards.
Pretty solid, right?
➡️ Best part: I opened this entire position with just one click through Infinit Labs AI Terminal.
Execution becomes much easier. You only approve transactions in your wallet, and terminal handles full workflow for you.
Want to farm this yield with me?
🔗 Strategy link: app.infinit.tech/en/strategy…
To run it, you’ll need fBTC on Mantle Network.
— — —
2⃣ More about ƒBTC
ƒBTC is a wrapped Bitcoin asset from @FunctionBTC, a protocol incubated by Mantle Group.
➢ 1:1 backed by BTC
➢ secured through institutional-grade custodians
➢ available across major chains, including Ethereum, Mantle, BNB Chain, and Arbitrum
—
3⃣ About Agni DEX
Agni DEX is one of Mantle’s native DeFi DEXs and, as far as I know, one of first to launch in its ecosystem.
Its concentrated liquidity model allows LPs to allocate liquidity within specific price ranges, improving capital efficiency and creating deeper liquidity where it matters most.
VE(3,3) tokenomics is also coming soon.
This will allow users to vote on token emissions and receive incentives plus protocol fees.
—
4⃣ About Infinit Labs
Infinit Labs built an AI Terminal designed to make sophisticated DeFi strategies easier to execute.
Inside, you’ll find a curated selection of strategies created by experienced strategists and vetted by Infinit team.
That includes everything from looping strategies and delta-neutral setups to yield-focused plays, airdrop farming, trading strategies, and even long/short positions.
INFINIT retweeted
The next evolution of DeFi is being shaped by AI agents and onchain strategists.
Together with @Infinit_Labs x @Mantle_Official, the Prompt-to-DeFi Strategist Challenge is now live on #AGNI 💪
INFINIT retweeted
Think you got a winning DeFi strategy?
Now's your best chance to prove it.
Use plain-language prompts to build your strategy on @Infinit_Labs with @agnidex agent on Mantle, and compete for a share of $2,000 in $MNT.
INFINIT retweeted
Dropping the names everyone’s watching on @GalxeQuest 👀
@NeoSoulAI
@0xbeepit
@Infinit_Labs
@MagVerse_AI
@Thea_AI
Start exploring: g.xyz/trending-quests
INFINIT retweeted
The Binance Alpha Box is now live!
This event uses the new Alpha Box model, with the airdrop pool consisting of tokens from two projects: INFINIT (IN) and Bluwhale (BLUAI). Users holding at least 240 Binance Alpha points can claim one token airdrop on the Alpha Events page. Upon claiming, users will receive one of the following rewards: 470 IN or 5,000 BLUAI. First come, first served.
If rewards are not fully distributed, the points threshold will automatically decrease by 5 points every 5 minutes.
Please note that claiming the airdrop will consume 15 Binance Alpha Points. Users must confirm their claim on the Alpha Events page within 24 hours; otherwise, it will be deemed that users have given up claiming the airdrop.
Please get ready to claim the Binance Alpha airdrop today at 10:00 (UTC).
This event features the Binance Alpha Box model, where the airdrop pool includes tokens from multiple projects. Users with at least 240 Binance Alpha Points can claim one token reward on a first-come, first-served basis. If rewards are not fully distributed, the points threshold will automatically decrease by 5 points every 5 minutes.
Please stay tuned to Binance Wallet’s official channels for the specific airdrop tokens and the latest updates.