Vision and positioning

The product thesis

Access to a strategy should not depend on whether a user can operate like a professional trader.

Capturing funding yield safely requires more than opening one spot position and one perpetual short. It requires a complete operating system:

• Selecting suitable markets
• Sizing matched positions
• Allocating margin efficiently
• Monitoring Health Factor continuously
• Rebalancing when risk limits are reached
• Reducing exposure before liquidation becomes critical
• Handling partial fills and exceptional market conditions

Without automation, the user must perform these tasks manually and remain available around the clock. Pilot turns that specialist workflow into an accessible product.

From professional tools to a managed outcome

Pilot is not designed to give users more trading controls. It is designed to give them a professionally managed outcome.

The user can:

• Add capital
• Stop new position growth
• Exit the strategy and end the service

Monetrix manages:

• Position construction
• Spot and perpetual sizing
• Health Factor maintenance
• Rebalancing
• Emergency partial deleveraging
• Liquidation prevention while the service remains active

Product positioning

Pilot sits between manual trading and passive vault deposits.

	Manual self-management	Traditional yield vault	Monetrix Pilot
Expertise required	User manages execution, leverage and risk	Strategy is outsourced	Strategy is professionally managed
Monitoring	Manual and continuous	Managed inside the vault	Automated at the user's account level
Asset custody	User account	Protocol contract	User-controlled strategy account
Risk management	Depends on user discipline	Vault-level controls	Account-specific HF controls
User experience	Complex trading workflow	Simple deposit	Simple market and mode selection
Withdrawal permission	User	Controlled by vault logic	User only; Monetrix cannot withdraw
Position visibility	Full but operationally complex	Usually pooled	Transparent and simplified

Who Pilot is for

• Users who want professional management without operating a strategy manually
• Users seeking higher funding yield with systematic risk controls
• Existing Monetrix users seeking a self-custodied product
• Large USDC holders
• Crypto-native funds and family offices
• DAO and protocol treasuries
• Market makers and professional traders

Pilot uses the same professional operating layer for individuals and institutions. The account size changes; the execution and risk discipline do not.