VaultVision HL - vault research
diligence desk @0xkayser
For managers Request $750 review

Allocator Desk

VaultVision for Hyperliquid Allocators

Hyperliquid vault diligence before capital goes in.

A compact allocator memo for comparing HLP and leader vaults by manager risk, drawdown, exposure, capacity, flow, and entry timing instead of chasing headline APR.

Allocator questions answered in risk order

Hyperliquid vault diligence
Scope1 vaultOne explicit allocator decision.
RiskDDDrawdown, leverage, exposure, and manager behavior.
FlowtapeWhale deposits, exits, and TVL pressure.
OutputmemoAvoid / watch / consider labels plus review call.
01Problem

Vaults look like yield, but they are delegated trading risk.

APR is not enough. The real question is whether the manager, path, size, exposure, and timing fit the capital.


02Workflow

Screen the universe, benchmark against HLP, then ask sharper questions.

VaultVision turns live state into a short diligence read, so the human conversation starts above the obvious basics.


03Product

A high-touch memo first. Automation only after the memo proves useful.

The wedge is not generic subscription software. It is a useful, paid, decision-grade research loop.

Fixed-scope $750 pilot one vault, clear output

Memo spec
ItemDeliverable
VaultOne Hyperliquid vault selected around one explicit allocation or monitoring decision.
BenchmarkHLP plus peer leader vaults for scale, path, and risk context.
Risk readDrawdown, capacity, flow, manager behavior, deposit state, and obvious red flags.
MemoAvoid / watch / consider labels with short evidence notes and caveats.
DeliveryMemo in three business days after scope confirmation, plus one 30-minute review call.
Pilot question
what changed?
what breaks?
Send a vault list or an allocation question. VaultVision returns a compact read on what deserves capital, what deserves a watchlist, and what deserves no touch.

Memo format closer to a desk note than a landing page

Pilot output
universeHLP + selected leader vaults + one or two high-APR traps
classificationavoid / watch / consider
evidenceTVL, flow, drawdown, exposure, deposit state, and peer context
commercial_test$750 fixed scope · one vault · three business days