Treasury 3-Month Performance Review
(April–June 2025)
Overview
The Renegade Treasury’s first quarter of active management has been defined by disciplined allocation, consistent compounding, and adaptive strategy. With a focus on maximizing yield through DeFi liquidity provision and prudent mining allocation, the Treasury has demonstrated steady growth and resilience, particularly in its core HBAR/SAUCE LP position. This review incorporates updated activity, earnings, and strategic observations, with special attention to the handling of FABRIC tokens in the HSUITE/HAI LP.
Initial Allocations
65% HBAR/SAUCE Farm LP (Primary Strategy)
25% HSUITE/HAI LP (Secondary Strategy)
10% BTC/LTC/DOGE holdings (Reserve/Exposure)
Mining Allocation (18% of total):
80% Compounding into Treasury LPs
20% Long-term holding for stability
Strategy #1: HBAR/SAUCE LP Performance
Activity & Results
Initial Position (April 7): $1,689 (5,732 HBAR, 23,307 SAUCE)
Total Added Over 3 Months: $395.06 (1,083.29 HBAR, 5,099.87 SAUCE)
Manual Compounding: Occurred every 3 days, with major compounds on April 27 ($126.86) and May 28 ($188.39)
Monthly Earnings:
April: $31.53 (98.84 HBAR, 275.45 SAUCE)
May: $43.56 (143.81 HBAR, 407.1 SAUCE)
June: $36.15 (145.89 HBAR, 412.93 SAUCE)
Year-to-Date Total: $111.24 (388.54 HBAR, 1,095.48 SAUCE)
Summary
The HBAR/SAUCE LP has been the Treasury’s most reliable and lucrative position. Regular compounding and incremental additions have amplified returns, with performance consistently outpacing 1 S19 BTC miner. The LP’s stability, yield, and liquidity make it the core driver of Treasury growth.
Strategy #2: HSUITE/HAI LP Performance
Activity & Results
Initial Position (April 8): $610 (794,907 HSUITE, 98,337 HAI)
Additional Allocations: $238 (299,249 HSUITE, 25,809 HAI) through May 28
Monthly Earnings:
April: $23.00 (5,888 HAI, 3,317 FABRIC)
May: $38.23 (7,955 HAI, data incomplete)
June: $25.57 (6,068 HAI, data incomplete)
FABRIC Accumulation: Ongoing; not included in $ totals, as FABRIC is a placeholder reward token and not yet liquid or priced.
FABRIC Token and Silk Suite Integration
FABRIC currently serves as a placeholder reward token accumulated within the HSUITE/HAI LP strategy. It represents the future Silk Suite token, which is the rebranded and expanded evolution of SilkSwap. Silk Suite is positioned as a major strategic move alongside HSuite to transition operations toward retail and commercial markets.
Silk Suite is now distinguished as the only Zero Slippage Smart Node DEX. Leveraging HSuite’s Smart-Node technology, Silk Suite bypasses traditional smart contract limitations by enabling infinite scalability, enhanced security, and multi-signature consensus mechanisms. This technology eliminates common risks associated with smart contracts, such as memory limits and performance bottlenecks, while providing faster, more reliable transaction processing.
The integration of Silk Suite with HbarSuite’s Smart-Node network aims to deliver a seamless, censorship-resistant, and enterprise-grade DEX experience with zero slippage, making it uniquely suited for both retail users and commercial applications. As such, the FABRIC tokens accumulated represent significant optionality and upside potential once Silk Suite’s token becomes liquid and tradable.
For now, FABRIC is not included in the Treasury’s dollar valuations due to its current status as a non-liquid placeholder. However, its future conversion into Silk Suite tokens with real liquidity and utility could materially enhance the Treasury’s value and strategic positioning.
Summary
The HSUITE/HAI LP continues to deliver steady returns, supported by the ongoing 60% boosted HAI campaign, which sustains higher yield levels than previously reported. In addition to HAI rewards, the LP is accumulating FABRIC.
While FABRIC is not yet liquid and thus not included in Treasury valuations, its eventual conversion to a Silk Suite token could add significant upside.
Mining Allocation Performance
Compounding (80%): This portion continues to drive incremental growth across both the HBAR/SAUCE and HSUITE/HAI LP strategies, enhancing overall Treasury returns through regular reinvestment.
Holding (20%): Maintains a conservative reserve, providing long-term stability and risk mitigation for the Treasury.
Strategic Observations
HBAR/SAUCE LP: Remains the Treasury’s top performer and core allocation, consistently delivering robust and stable yields.
HSUITE/HAI LP: Maintains steady returns, bolstered by the ongoing 60% boosted HAI campaign. In addition to HAI rewards, this strategy is accumulating FABRIC tokens, which serve as placeholders for the forthcoming Silk Suite token. Silk Suite, leveraging HSuite’s Smart-Node technology, the only Zero Slippage Smart Node DEX.
Mining Allocation: The current split between compounding and holding continues to balance growth with security.
FABRIC Accumulation: Represents significant optionality and future upside, as FABRIC will convert to a liquid Silk Suite token. However, it is not yet included in Treasury valuations due to its current illiquidity.
Next Steps
Continue prioritizing the HBAR/SAUCE LP as the primary growth engine.
Maintain the HSUITE/HAI LP allocation while the boosted HAI campaign remains active and yields are competitive; reassess if conditions change.
Monitor the development and upcoming liquidity of FABRIC/Silk Suite closely to capitalize.
Maintain the current mining allocation split to support both growth and long-term stability.
Stay agile and ready to rebalance allocations as new market opportunities or risks emerge.
Conclusion
The Renegade Treasury has achieved consistent growth in its first three months, led by the strong performance of the HBAR/SAUCE LP and supported by steady returns and future upside from the HSUITE/HAI LP and FABRIC accumulation. With an effective mix of compounding, conservative reserves, and exposure to innovative DeFi infrastructure like Saucer Swap, Silk Suite (Hsuite), and HyzenAI the Treasury is well-positioned for continued success and adaptability as the ecosystem evolves.
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