HEX Bond Desk | Market Update | Actuator.Finance | July 17, 2026

[00:00:00]Heat. Heat. [music] [music] [music] [music] >> [music] [music] >> Well, thinking out everybody, it is July 17th still. Here it is July 17th, 2026.

[00:00:46]Here for another Hexbond market update.

[00:00:50]and uh we'll just kind of go through uh through the numbers overall, take any questions, and move on with our day.

[00:00:57]It's a Friday. It's a nice Friday.

[00:01:00]All right. Well, today we're going to review the best opportunities as we see it. Remember, it's not this is not financial advice. This is DeFi. You get to do what you want. Do your own research.

[00:01:12]Figure out your own curves. Um apply your knowledge to what other people are saying. Just because I talk about something doesn't mean it's the only thing to do, only right thing to do, etc. Just trying to share information, Chaz. You know what I'm saying?

[00:01:28]Joe, I see you out there. The TM. So, currently, Best Buy, Best Buy, most discounted is HTT000 continues to offer the highest fixed APR, roughly 15%. Um, the uh it's crazy.

[00:01:45]the ROI on this getting high and that's because this is this is liquidity on uh on DeFi and so product markets you should the um yeah yeah yeah the the calculation for doing the um doing the B2 as people sell and buy you have vacasillation of price right so it doesn't stick doesn't stick the constant product formula applies okay uh when there's more than um but there's been 550 58,000 HDTS minted over the last 24 hours on HDT3000.

[00:02:19]So, this is a great example of uh, you know, where somebody's doing something different than I might suggest. Um, Johnny Chaos, you may remember, had done a video where um, he had chosen the HTT00 to amplify specifically to take Hex off the market. And so, we've had some people come along and um, follow that same process to take Hex [snorts] off the market. Uh, best premium HTT 6000 currently the richest maturity relative to the benchmark making it the strongest opportunity for minting and selling through amplified stake strategies. We'll show that. Um, and about 200,000 of those were minted in the last 24 hours. Uh, HDT7,000 best liquidity the deepest with this little bump in price on Hex. Uh, the liquidity pools react because they follow Hex.

[00:03:08]It's all of them are priced in Hex.

[00:03:11]And so they follow along until somebody pushes a button and does something different. Uh so 7,000 is um is a great place for execution of larger trades.

[00:03:20]And then as we move into the future, I would expect that 8,000 will take that over. Price is close to fair value in my opinion and uh trading activities continues on. Some of that is bolstered by the LPX pools um where there has been thousands of HTT uh transactions through LPX now as well as ACTR transactions. Pretty crazy to watch that go on. Um HTT 7900 best total return at approximately 132.8% return on investment. Pretty big and it's still trading below the benchmark, right? which is why that has little bit of an extra uh ump with the return [snorts] and uh liquidity is limited so the position size matters right so we'll we'll talk about that a few minutes because this question came in about 7900s this morning that I can feature and go over uh HTT8000 featured actuator vault it's increased overnight again to 14.1 million actuator deposited and about 345,000 minted over the last 24 hours. And so again, this is reinforcing this idea that the farms are coming in October and people are positioning for that. Get the inventory now is what they're thinking. Um and they were getting their LPS set, etc. for for that. That's pretty crazy to be doing it three months in advance, but hey, it is what it is, right? People getting ready. Uh the yield curves are developing between 2880 all the way through 3000.

[00:04:56]Always one of these dogs want to bark.

[00:04:58]Hold on one sec.

[00:05:12]And I'm back. Crazy little critters. All right. And so yeah, and so we we continue to see the uh bottom of the curve uh becoming tradable. And uh we can see if people continue that. The theory is I'll go all the way back uh to current date every 30 days. We'll see if they they put that in place. Eventually though, we hit those dates, right? And so eventually we get to day 2880 and we'll you know the curve will naturally occur.

[00:05:39]We'll see how many more people um add additional HTTS and and liquidity. Uh there is a there is a use case for that use case. All right. And so overall, again, we'll go look at some actual data here, but uh best buy HDT3000, best premium HDT6000, best liquidity HTT7,000, best total return HTT7900.

[00:06:06]Let's go look at some numbers.

[00:06:09]Let's go. We're going to look first.

[00:06:11]Let's look at X.

[00:06:14]Check this out. So, this is uh the golden ratio.

[00:06:18]Uh, I always have the stupid edge come up. All right, this is the golden ratio.

[00:06:22]Look at that. Look at that X PX, man.

[00:06:25]It's above the 111 day moving average.

[00:06:28]We're right at it. Fighting it today.

[00:06:30]Um, look at that pattern. Very sweet.

[00:06:34]Very sweet. I haven't seen something like this for a long time. Uh, very organized, you know, there's nice increase. We do a quick measurement on this from the low, you know, just kind of like wild. Up 77%.

[00:06:52]From uh the the wick low is pretty crazy.

[00:06:57]X is never coming back in price, right?

[00:07:00]That's what we told. Up 37% from the pump over the last few days.

[00:07:05]37%. So, it's looking pretty good. Um so maybe this is it. I don't know. Uh we look at Ethereum. Ethereum is approaching nice W pattern here as well.

[00:07:15]Uh it's approaching its 111day moving average which is the first cross I would expect to see before we start moving towards a bull market. Might be a little bit early for that. Um Bitcoin's looking like it's an accumulation, you know, very flat sideways action for now. And let's take a look at the EEX. Eex is just following the curve down at the moment. Um you can see You can see the effects of both Ethereum and uh PX on it. Um somebody was asking about this today like well is it going to come back? Yeah, it can. Right. The community would have to do it though, right? Yeah. I mean it's like everything else. Somebody's got to buy it. You got to buy it, stake it, lock it up, make it more scarce. Might be a long-term play.

[00:08:03]But hey, it's immutable, so it's not going anywhere. The contract itself is going to be out there, so it's not going anywhere.

[00:08:12]Let's see.

[00:08:17]Let's see. I see. Let's go. Uh oh. Hey, a comment yesterday that had come in which was good. Somebody had had been asking was uh not Shaz wasn't asking.

[00:08:26]Somebody was was asking about the Hedron. I forget who asked about it.

[00:08:30]Anyways, somebody's asking about mitting Hedron. Yes, you can mint Hedron at any time from uh HSI stakes that are within the actuator delegated protocol. So, you have that ability. There's a button to do that. And so, you can get your reward token of Hedron. Go stake it. Do whatever you're going to do with it. Um, take a look at the hex yield curve having to do with actuator. Now, remember, I've used my own numbers in here. So, these are conservative.

[00:08:57]Um, somebody has a better model, one that you'd like me to use, send it in. I check it out. But I have um I've entered in what I think uh reasonable conservative guesses are for payouts over time. All right. And that develops this curve and I have it set for amplification. So it's showing me what amplified stakes look like. And so from that data, the best opportunity for amplification is either the 6000s or the 8000s. But remember the 8000s only have about $6,000 worth of um LP. So they move a little bit. Um you know in price it doesn't take much to do that. In fact it was higher much higher yesterday. And so somebody had come in and amplified um 8,000s and price came down. But the amplified staking there is 116% versus 102%.

[00:09:51]And on the 6000s it's 55% ROI versus 49%. So it's a it's got a much deeper liquidity though and so you could you could actually earn a little bit extra ROI on that about 6%.

[00:10:06]uh by doing any amplification as we've seen. And so the amplifications do continue. Now some people will amplify even if we look at like the 7,000s, right? Um some people are willing to amplify to lock more hex up because what we can't measure is the effects of the scarcity, right? And this has been a topic uh that chaos has gone over a couple times. We can't really model that. We don't know if a whole [snorts] bunch of people come in and amplify what the effects will be. So from a percentage dollar value, it could be very lucrative to do the amplification because you have the the T-shares earlier um before they get expensive in this 15-ear cycle. Um so yeah, I guess what I what I'd say is use your own judgment what you want to do if you want to take them off. You know, some people say, well, listen, I'm willing to amplify and take a lower overall return on investment because the price is going to skyrocket, right? So, that's the thesis, all right, to do that. [clears throat] And then you do have opportunities like this.

[00:11:16]Look at that. That's the that's the quattroco is a 93% is for uh ROI for swapping into it. And of course, we did say the 7900 is the highest one.

[00:11:29]um at 132%. So, a good question came in.

[00:11:32]It's and it's it's um it's rope, but it's it's a good it's a good question.

[00:11:36]Somebody said this morning, well, Chris, what happens because this comes up a lot like this is in competition acts, right?

[00:11:42]That's the that's the concern maybe. And so, the question came is what happens if people only just buy 7900s?

[00:11:51]What would happen if they only bought 7900s? No, they stopped buying X. Okay.

[00:11:55]Well, think about this. If people only bought 79 HDT 7900s, what would happen?

[00:12:02]All right, so the 7900s would move off the market, price would go up, right?

[00:12:09]Because people were buying it. And then somebody would be like, hm, I'd like to sell some 7900s. The price is pretty high. I'm going to amplify, right? So what do they do? They go mint 7900s. How do they mint? They have to go get Hex. They put Hex into um into a stake. They go out likely to day 7900 which is almost a quattro senko a little bit less than a quattro senko. They turn around and mint that HTT7900.

[00:12:38]They take the inventory and they sell it on the market. Uh price comes back down.

[00:12:42]So that's um that's my guess is what would happen with a 7900 if people just were like I'm just going to buy HTT. I'm not going to do anything else. That's all I'm doing. All right, let's move on.

[00:12:56]You guys have any questions, drop them in the chat. All right, just checking the uh the actuator dashboard itself.

[00:13:02]Yes, it's saying best total return 7,900, best premium 6,000. Uh best for buying 3,000. So 3,000's pretty pretty heavy. I mean, the idea that um you get 25% return in about a year and a half, is pretty good. [snorts] So you have that.

[00:13:21]Looking at the farms, the farms currently are paying oh 28% for the 3000s, about 40% for the 4000s, 42% for the HTT 5000s, 39.740% I guess you'd say for HTT 6000, and 32% for the 7000s.

[00:13:42]And uh so these will change over time with the price of actuator as well as um the amount of LP that is staked in there. you know this farming and we will also um you know we also are see going to see this change where it's not quite it's not quite a happening but it's a 40% drop I believe in uh actuator being distributed after October. So this is the last little period of time where there's a very high at least a higher distribution of actuator per day. um in October what'll end up happening is this HTT um 30000 pool will drop off and it will be replaced by an HTT 8000 with a near zero deposits and then people will deposit.

[00:14:32]So probably the APR on that will start very high and then come down with with others uh you know to get that and that so that means that people have to add the liquidity for that to happen which is through the HTT 8000s right so they're going to have to add liquidity which means they have to get the 8000s from somewhere and so they're either going to buy them off the market or they're going to mint them and that is why when you look at the actuator vaults We can see that the 8000 is now up to 14 million.

[00:15:06]If we can go by the HDT7000s, we would say that somebody's going to try to get it up close to this number, maybe 122 million.

[00:15:16]Um, the actuator does exist on the market. About 27% of the total final distribution or the um supply of the actuator is already in the vaults. Uh, I don't know how much I'll end up here and I don't know where it's going to come from. U, it's either going to come from the market. Market's going to uh buy it off. You know, people will buy it from the market and send the price up potentially of the ACTR token and or they're going to swap. They're going to rotate out of these other ones. Maybe they'll rotate out of the 3,000s or 25 million. Maybe we'll see, you know, a haircut on these. Or they're going to continue to provide LP and get the new emissions and put the actuator in there.

[00:15:57]Now, um, mathematically mathematically um I can't I can't tell you how valuable the the ACTR token is.

[00:16:09]It's um it's not something that's priceable in my mind, right? Why is that? Because the actuator token is how you earn the HDT fees.

[00:16:21]And um so in terms of units, you know, it pays, but it pays forever.

[00:16:27]As long as people mint, it pays forever.

[00:16:30]And so I don't know how you price that.

[00:16:33]It's got like infinite upside. And so if it's paying out hex's in the in the form of HTTS because people have them in vaults, what what's the value? So all we really can do is go by what the market has done, how it's valued the token at this time.

[00:16:50]and uh you know so either people won't value HDTS coming through the vault or they will one or the other you know maybe in between and that will affect the price and that's why I call this a high-risisk highreward so people who are farming and actually getting ACTR token um if you treat it like a if you treat it like a reward token then of course you're selling it and you're getting your value right so so you're at least no risk in that way. You know, you know what the current prices are, you get it in and out. Um, but if you're going to hold on to it, that's a high risk, high reward play. High risk because we don't know what's going to happen with the price. High reward because this if if if what happens, what I think is going to happen with this bond market happens, there's going to be a lot of HTTS being minted. And a lot of HTTs being minted means I want actuator and so does some other people.

[00:17:47]Uh, let's take a look. Hex related tokens that are out there. Uh so you see the Helgo's up 11% last 24 hours. Pretty cool. Um Hedron [clears throat] up 7 8% desi about 8%. Kamud is 3%.

[00:18:04]Maxi 7.68%.

[00:18:07]Look at our packaged products. Uh we can compare these to what we're doing with the HTTS. I call them a packaged product rather than a bond because they're different than HTTS in in that in a lot of different ways but with HTT a little bit more flexible and of course you can create more every day remove more every day uh from the market by retirement etc. And but Desi and Maxi have set uh quantities out there right now. Uh Desi for comparison estimated return on investment uh for swapping into Desi today 117%.

[00:18:43]So right up there Maxi 125%.

[00:18:47]Um still six years left on the Desi and 11 years on the Maxi on the Maxi. My estimated payout is 2.39 Hex for Desi and 3.09 for Maxi. So that means if you hold one desi I think the estimated payout is 2.39 hex and for the maxi 3.09 hex and so from that we can create both ROI and APR and so this rivals um you know of course what we're doing with the HTTS but um but they're limited in that there's only so many and you can't make more. So it's not like you can bring the price down unless you just sell into the market what you've already had. But for the people that I know that have the SEMA Maxi, they don't want to sell it.

[00:19:36]So at least not now. So they're just holding on to it. So it makes liquidity thin. And as we know uh thin liquidity is is uh you know means volatility, high volatility.

[00:19:51]All right. Take a look at the mirror multiples for this ecosystem here. see what these look like. It just gives you an indication of the best way to get into into [clears throat] the different tokens that are out here. Um, nearly in every case, I think in every case right now, I'm coming in with fresh capital because prices are so depressed are the best buys, you know. So, if I wanted to take position in PX, for instance, coming in with a stable makes the most sense, gets me the biggest bang at 3 m multiple, which is super low, guys. like super low. 08, anything below 08 is really good. 030 is crazy. Um, sometimes we see these go the other way.

[00:20:36]And then you can look and say, okay, well, if I if I had other tokens, what other tokens would make the most sense to swap in if I was doing that? And Pulse X because it's had a had a good run ratio-wise is the next one up, but that's, you know, like h half the impact at 65.

[00:20:52]Well, I won't go into too much detail of the the whole mayor multiple, uh, but there's a write up here about it, and it's just really comparing the 200 day moving average, right? And being able to pick times for when when it might be good to swap in or swap out. Everything looks like a buy right now and not a sell, but people going to do what they're going to do as DeFi. Taking a look at the benchmarks. [snorts] Nice little rainbow chart up here.

[00:21:20]We can just see again, this is my creation. So, I I've kind of stuck with the 5% convergence just so I can kind of get an idea of what what's happening over time because I don't I really know what the market thinks. I have to observe the market. I like I don't know that any of these numbers exactly correct. But we have seen the 8,000s come down to 047 a little bit below the 7900. That probably makes sense. That's the way the benchmark is. The price itself is down to 0.53.

[00:21:52]Uh something we you know looks very similar to 7,000s and 800. I mean the uh 7900 and 7,000 pretty close. We can see we're beginning to see a development of the curve with the HTT 2880s [snorts] 2910 2940 etc. What's interesting about these these nodes is they're all going to be really close to hex, right?

[00:22:14]Because they're getting closer and closer to that date. So, the ratio should be pretty close. It'll be interesting to watch and see if we see trading develop around those nodes. I mean, that's 120 days uh before this is 30 days before 60 days before 90 days before 3000 120 days. So, you know, quite a bit of time before uh the HTC 3000 redemption and so they'll all have their own redempt redemption events in advance.

[00:22:43]Let's take a look at the actuator. So, we've got 271 million now and the actuator vaults still the leader still 7,000 and 8,000's climbing the chart. We can see a list of total mints over the last uh 24 hours. Something about 2.7 million.

[00:23:07]And >> [clears throat] >> uh the leading what is the leading mint?

[00:23:12]Look at this a little bit closer. Um, looks like Quattro Synco was a leading mint at 731,000 followed by 3,558,000 and 8,344,000.

[00:23:26]So, you see a lot of activity taking place um along different HTT for different reasons.

[00:23:33]You know, obviously looking at this, I I don't know why people are doing each.

[00:23:37]Um, I think the 3000 was probably the example from Johnny. People following that up and learning as they go themselves, right? Um, I'm I'm guessing with HTT Quattroeno, somebody liked it. They like that number or it's close to a date. 8,000 a good amplification point. 6,000 is a good amplification point.

[00:24:01]So, yeah, I mean, some different things happening with the market there. Just looking overall at the prices and you know what we're seeing. Let's see if we can see anything obvious time travelwise or otherwise. [snorts] All right. The [clears throat] ones that pop up are the ones we talked about earlier. This the 6000s. And we have the answer about the Quattro Synco. Uh the 6000's expensive, right? So that's the one that showed up as amplification. Uh the Quattro Synco cheap. Okay. So what happened there? Probably somebody amplified. That's what I'm guessing.

[00:24:34]remember we saw those mints. So, somebody probably minted those and sold them and now they're cheap. And so, now they give somebody else an opportunity uh to buy those up because a u you know a uh fixed ROI of 93% going out today uh 555 is pretty good. A fixed APR about 10%. It's a pretty high percentage point. Um not as high as of course the um the 3000s. Uh we can see let's move this up a little bit. So see what we got. Let's look at prices native price and hex terms. Uh okay so 0.52 for the 8000s. So the 8000s you can still mint 800s and time travel to 7900 7777.

[00:25:22]Right? And in other words, you can get units at 8,000 and get more units by moving up even though, you know, 7,900's only 100 days. Uh I don't sure if I can do this math, 223 days on the uh 777s, pretty close to the 7,000s, but you lose a little bit of steam. You could move into the 6666 as long as uh liquidity lasts. You could also get into the quattroenos, which were discounted. So you can go all the way to Quattroenco from 8,000 to Quattroynco and get about the same units for a $50 trade.

[00:26:01]All right. And now again, [clears throat] for for those of you who just catching on to this stuff, I'm not saying that $50 trade is great. I'm just saying that's that's, you know, a safe swap, you know, to get into uh get into this because it's a very small amount of the liquidity. Um, but I imagine what is that? What does that look like when we're not talking about $50, we're talking about $5,000.

[00:26:26]How do you feel about that? You know, [clears throat] there's a lot of us might not be interested in pulling the trigger on 50 bucks, though. I do that sometimes, right? But, um, yeah, you get the idea.

[00:26:38]Like, why? But at 100x, man, that's not that's not 50 bucks, right?

[00:26:45]10 times 50 is 500. 100 time 50 is 5,000. And so if the safe swap is $5,000, it changes the game entirely.

[00:26:54]And so again, getting these uh nodes set up in advance probably made a lot of sense, a lot of sense to have those ready. All right, so we see those time travel trades. You also have the 7,000s uh which have a little bit deeper liquidity. They can go to 6666. They go also to 555. And sometimes people will, you know, you have to be careful the slippage and price impact and all that, but sometimes people just move because they have a different preference and time that's out there. Uh if we look at the lower end of the curve here, we could see the 2970 developing. Liquidity came up pretty good, probably because of the price change in X, but $727 there. U again, small liquidity, but think 100x uh 29.40, 40, 650, and 2910, 651, 674.

[00:27:43]Um, these are all these all probably should they probably look cheap to me.

[00:27:49]I'm thinking that they're a little bit cheap. probably should all be closer to um closer to one one you know like the 2880 looks like it's about right at about 0.94 um hex but you know again this is V2 and so they're connected to each other uh whoever set this up they daisy trained um between 3000 2970 2970 20 2940 2910 blah blah blah they're attached to so they're attached to HTT GT3000. And so if 3000's moving around, these are moving around as well. So you have that going on. All right, [clears throat] I think we're almost to the end. See if we have any questions. We're just just some observations on on what's out here.

[00:28:38]Um just chages. We don't need those. And uh then this this is this is our our t-share rate and how it's been going up. Um again, you know, we're we're about six years in give or take a little bit, right? Six.

[00:28:58]Yeah. Yeah. 6 and 1/2 years in. So about six six and a half years in what I what I would say is a 15year cycle. Got another four years going out into 2030.

[00:29:10]And um you know I've covered this a lot but the slope on this uh increase in share rate does not change [clears throat] until we get into 2030. Then it starts to flatten out. Why is that? Because we have all these old stakes that were made that haven't ended yet and [clears throat] they're going to change the share rate and they are changing the share rate and uh that that's going to continue uh but at a faster rate than it will in the future. So, we're looking at over the next four years a 40 40% increase [clears throat] in uh t-shirts and cost in hex. So, 40% over the next four years. So, getting them cheaper now is is a pretty good deal. Uh if you're interested in hex mining, hex staking and t-shares, right? Not financial advice, but you know, and people say, "Well, Krispy, people are going to get really interested in Hex later, so don't worry about it." And then I think to myself, well, at all-time high, you know, at at all-time high prices, a 55 cent hex. Let's think about that. 55 times 65,000 expert t-share. So, let's say we have that that that's what happens. And we get out into 2029 and then a T-share is $35,000.

[00:30:26]So, $35,000 in fiat. that is that you know 90 almost pro you probably could argue 97% of the population is not going to be able to afford a t-shirt if that was to happen right I mean who's who's buying a $35,000 t-shirt at that point right I mean people will but but they're not going to be buying full ones buy they're going to be buying B shares right that's what'll end up happening and MS shares when that happens you know so billions of shares and millions of shares rather than trillions and so this is the opportunity now if you believe in that kind of a future to get the t-shirts with another chance. I mean, they're so cheap, right? Relatively. Um, in fact, I'd argue they're so cheap that it's coffee money cheap and um it's well worth uh in my opinion high risk, high reward, right? High risk that nothing happens. This just all fails, right? But high reward if not because 55 cents crazy crazy games.

[00:31:27]All right. And then and then you would have a basically have a money printer that's printing you dollars, you know, where other people won't be able to get in the future. So from a competition perspective, let's look at this share rate changes that have come through. We did just see a couple changes yesterday. Well, the 13th. I'll have to check this. See, see if this is working the way it should.

[00:31:49]But you can see we have these little short stakes. They're making little tiny moves, right? But the long stakes like this one was out there for 2389 increase 96 expectation.

[00:32:05]All right, let's see see if we have anything in the chat to answer before we close out. No, I don't see anything out there. I see Joe was the last comment.

[00:32:14]Uh let's see. We got Dukeaboos.

[00:32:19]Good to see you.

[00:32:21]And that's it. It's all she wrote, man.

[00:32:24]Hexbond market. We're ready for uh another day. You guys follow this and see what's what. If you have any questions, check it out the show notes.

[00:32:33]There are plenty of links in there to all this stuff. You go take a look. Um I would recommend taking a look at the documents if you haven't. Even drop them in AI. There's nothing wrong with that.

[00:32:42]Hey, you can't consume it yourself. I mean, it's a lot of there's a lot of documents. Go drop them in um into AI.

[00:32:48][clears throat] See what the AI says about all this. Um, next week, late next week, I'm expecting C3 Works come on the channel. We'll do an interview. Maybe we'll do a panel. If anybody's interested in doing that, we can do that. Maybe somebody like Tam will come because we'd like to have her on a pan.

[00:33:05]Could be voice only. And um, you just have some exposure to the community. So, if you're interested in that type of stream, let me know. We're looking for I'm looking for two people to join them and we'll have a fourperson panel. And, uh, with that, we're out. We'll see you at the next one. Maybe maybe tomorrow and then we'll do the t-share report. So with that, let's go ahead and close out.

[00:33:30]Thanks everybody. Like, share, and we'll see you next time. You got to stay crispy, bro.

[00:33:36]>> Yo, T urgent hex buy signal. Charts flaming hot. Golden ratio, huh? That's how legends stack tea shares. Get them while they're crispy, folks. This window won't stay open long.

[00:33:47]>> Stake smart. Win big. Time rewards those who act.

[00:33:51]>> Stay crispy, hexagons.

[00:33:52]>> You got to move it. Move it.

[00:33:58]>> Feel the rhythm of the blockchain.