Quarterly Report: August 1, 2025
🟣 Hipo Fund – Quarterly Report
August 1, 2025
📌 Overview
Section titled “📌 Overview”Since our Opening Stats Report in April 2025, the Hipo Fund has continued to grow through staking rewards. During this period, we also purchased HPO on the market to support its price and benefit HPO holders. Additionally, we received a significant allocation from Season 2 Claim, further strengthening our position in TON-based assets.
The Hipo Fund remains fully transparent, DeFi-native, and focused on supporting the long-term sustainability of the Hipo ecosystem and the HPO token.
💰 Fund Summary
Section titled “💰 Fund Summary”- Initial Capital (April 18, 2025): $186,963.96
- Current Capital (August 1, 2025): $227,434.64
- HPO Purchased: 2,018,028.82 HPO
- Paid for Purchase: 6,907.61 hGRAM
- Growth: +$40,470.68 (+21.64%)
- Addition: 9,147.33 GRAM from Season 2 Claim (converted & staked into hGRAM)
📥 Key Activity This Period
Section titled “📥 Key Activity This Period”- Season 2 Claim: Added 9,147.33 GRAM to the fund.
- HPO Buyback: Purchased 2,018,028.82 HPO using 6,907.61 hGRAM to support the HPO price.
- Continued holding core strategic positions in hGRAM, stablecoins, and HPO.
- No major reallocations — maintaining a long-term, low-risk posture while preparing for governance-driven decisions.
🔸 Portfolio Allocation (as of Aug 1, 2025)
Section titled “🔸 Portfolio Allocation (as of Aug 1, 2025)”| Asset | Amount | Allocation | Value (USD) | Notes |
|---|---|---|---|---|
| hGRAM | 36,677.16 | 59.82% | $136,076.81 | Staked GRAM from Hipo (incl. new claim) |
| USDT | 3,304.14 | 1.45% | $3,304.14 | Capital preservation & liquidity |
| HPO | 8,772,336.41 | 38.58% | $87,723.36 | Governance & profit-sharing token |
| Other (GRAM) | 95.75 | 0.15% | $330.33 | Minimal direct GRAM exposure after conversion |
Percentages are based on current market values.
Portfolio Allocation Comparison
(Values in % of total fund)
| Asset | April 18, 2025 | August 1, 2025 |
|---|---|---|
| hGRAM | 59.55% | 59.82% |
| USDT | 1.77% | 1.45% |
| HPO | 38.95% | 38.58% |
| Other (GRAM) | 0.01% | 0.15% |
Fund Capital Growth
Section titled “Fund Capital Growth”- April 18, 2025: $186,963.96
- August 1, 2025: $227,434.64
- Growth: +$40,470.68 (+21.64%)
🔮 Next Quarter Priorities
Section titled “🔮 Next Quarter Priorities”- Evaluate opportunities for low-risk DeFi strategies within the TON ecosystem.
- Prepare a community governance proposal for potential diversification into new assets.
- Continue compounding staking yields to grow the fund’s base capital.