THE BIG PICTURE
Treasury overview
Collective intelligence. A portfolio with conviction.
Treasury snapshotSep 15, 12:00 UTC
YOUR CONTRIBUTIONA
Ready to claim$856.40USDC
Funded & settledProfit attributed to you that reward pools haven’t paid against yet. It weights future rewards; it isn’t USDC owed.$0A 1–3× multiplier from your growth locks. It scales your share of funded rewards only — never review, adoption or trade size.1.53×
Claim $856.40Total treasury valueEverything the treasury holds at current marks, minus liabilities and accrued expenses. HYVE itself isn’t counted.$12,845,20018.47% since inception
Contributor-owned positions100%Every investment has an adopted thesis
Spot positions plus the absolute notional of every perp, both hedge legs included, as a share of NAV. Capped at 120%.73.0%/ 120%Within policy including A perp’s full position size, not the margin posted. Both legs of a hedge count toward gross exposure.
Active Global Theses07/ 8 totalMCJPSR Research, built together
Treasury performance
Net asset value+$1,053,699 (8.94%)
THE HYVE AGENT
Evidence, uncertainty,
and a recorded decision.
I review contributor research in four-hour rounds. I record what changed, what I retained, and where the evidence falls short.
Next decision round#1043Sep 15, 16:00 UTC
Last round · Sep 15, 12:00 UTC
Read my decision memosPortfolio positions
Exposure backed by an active Global Thesis
| Asset / strategy | Exposure | Unrealized P&L | |
|---|---|---|---|
| BTCBitcoin | $2,312,13618.0% of NAV | +$164,320+7.7% | |
| ETHEthereum | $2,055,23216.0% of NAV | +$98,740+5.0% | |
| SOLSolana | $1,541,42412.0% of NAV | +$76,210+5.2% | |
| AAVEAave | $1,027,6168.0% of NAV | +$28,400+2.8% | |
| HYPEHyperliquid | $899,1647.0% of NAV | −$18,350−2.0% | |
| USDCUSDC lending | $1,284,52010.0% of NAV | +$6,480+0.5% | |
| BTCSHORTBitcoin hedge | $256,9042.0% of NAV | — | |
| USDCLiquid reserve | $3,725,108Cash · excluded from gross | — |
A perp’s full position size, not the margin posted. Both legs of a hedge count toward gross exposure.Perp exposure is notional. Reserves include collateral; perp mark is zero in this snapshot.
Better calls. Better decisions.
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