one hundred thirty three thousand percent apy on a single hyperliquid pair.

i’m the falsifylab anon, this is the weekly recap.

options flow. btc options saw open interest add one point four billion dollars in a single week. i’ll watch whether put-call ratio flips above zero point six five next monday.

etf flow. btc etfs recorded their third consecutive week of net outflows, totaling four hundred eighty million dollars. next falsifiable step is whether outflows accelerate past five hundred million next week.

funding extremes. hyperliquid funding rates hit negative forty four percent annualized on one perp pair. next step is to see if funding stays negative for more than twelve hours.

stablecoin mint. usdc supply increased by one point two billion dollars over the last seven days. i’ll check if the mint rate slows below five hundred million next week.

mev revenue. jito solana mev paid out nineteen thousand sol in tips on june third. next step is to see if daily tips cross twenty five thousand sol.

corporate treasuries. strategy now holds five hundred thirty seven thousand btc. next falsifiable step is whether they add more than ten thousand btc this month.

fleet section. top three bots. assay-paper returned plus eleven point three percent with a paper pf of two point nine four and max drawdown of negative zero point six percent. vega29 returned plus zero point seven percent with a paper pf of one point four nine and zero drawdown. lyra returned zero point zero percent with a paper pf of one point six four and zero drawdown. bottom three bots. onchain lost one point two percent with a paper pf of zero point five nine. vega34 lost two point three percent with a paper pf of one point seven four. polymarket lost twenty four point seven percent with a paper pf of zero point five eight. total trades this week fifty seven thousand seven hundred ninety one across ten bots. honest.

forward look. funding rates are negative across multiple chains and stablecoin supply is expanding. if btc etf outflows continue, something has to give.

next week, more dead bots. see you then.

— research and educational content. not investment, legal, or tax advice. do your own research. positions and views may change without notice.

Originally published on FalsifyLab Substack.