Bi-Weekly Report #1

4 min readMar 15, 2025

Welcome to the first edition of our Bi-Weekly Report!

At Neutral Trade, we believe in transparency, and this report is our way of keeping you informed. We’ll break down the performance of almost each strategy over the past two weeks and share insights on recent and upcoming upgrades.

USDC Staking (JLP Delta Neutral)

Return: 1.26% (2025/03/01–2025/03/14)(90 day APY: 28.98%)

Our USDC Staking (JLPDN) vault continues to lead as the best-performing USDC yield strategy. While it experienced a brief flat period due to high funding fees, it quickly rebounded in early March, now targeting an impressive 30% APY.

We’re constantly improving our hedging algorithms. Recent upgrades to rebalancing mechanics have lowered costs, and our quant team is working on further refinements to boost efficiency.

USDC Basis (Sanctum-Inf / Perps Basket):

Return 0.57% (Sanctum-Inf) (2025/03/01–2025/03/14) (90 day APY: 12.87%)

Our USDC Basis Vaults are performing exceptionally well. While Sanctum-Inf has strong community backing, we see massive upside potential in Perps Basket too.

We’re actively optimizing both vaults to push performance even higher.

JLP Neutralized:

Return 6.53% (2025/03/01–2025/03/14) (90 day APY: 12.87%)

One of our top-performing vaults in JLP terms, this strategy covered recent market dumps with shorts from JLPDN, preserving overall JLP balance value.

JLP holders who used this vault to hedge downturns protected their principal in USD, got more JLP and earned solid JLP fees while staying fully hedged.

SOL/ETH/BTC Super Stakings:

SOL: Return 0.57% (2025/03/01–2025/03/14)(90 day APY: 20.42%)
ETH: Return 0.89% (2025/03/01–2025/03/14)(90 day APY: 16.79%)
BTC: Return 0.16% (2025/03/01–2025/03/14)(90 day APY: 6.07%)

All Super Staking vaults are still delivering top-tier yields on blue-chip assets.

But Sol Super Staking is taking efficiency to the next level by utilizing dSOL, providing an additional APY boost.

444M Drift Fuel is currently held in Sol Super Staking, ranking #20 across all fuel holders!

Reminder: All airdrops earned within Neutral Trade will be fully distributed back to the community.

Traders REKT:

Return: 0.47% (2025/03/01–2025/03/14)(90 day APY: 94.73%)

The Traders REKT Vault crushed it last quarter, fueled by traders getting REKT hard. With Net Realized PnL dropping heavily, this vault benefited significantly.

Fuel MAXI:

Return: 5,019,340 FUEL (2025/03/01–2025/03/14)

Fuel MAXI is working as expected — now holding 6M Drift Fuel, growing every second.

The best way to farm Drift Fuel while staying fully hedged, and we’ve made our algo even more robust recently.

Expecting a Drift Fuel airdrop? This vault is VERY GOOD for that.

Long SOL/Short ETH (Solana Flippening):

Return: 3.86% (2025/03/01–2025/03/14)

Over the past 2 weeks, the SOL/ETH Flip Vault delivered a 3.86% ROI.

The recent SOL dumps hurt, but if you believe SOL will FLIP Ethereum, this is the perfect place to park your SOL.

(Specially for SOL moonboys)

SOL Momentum (CTA-SOL; By Marco):

Return: 3.86% (2025/03/01–2025/03/14)

The CTA-SOL strategy has delivered massive gains over the past two weeks, but there’s still room for improvement.

The main challenge is liquidity on Drift. We’re actively working on solutions to enhance execution and scalability. Expect even better performance soon.