
My version of: Value per Point as of Oct 2026 @variational_io: $50 ($100 upside) @arcus_xyz: $0+ @xStocksFi: No tge @Lighter_xyz: $10 @bulktrade: $0+ @perpltrade: No tge @extendedapp: $1.80 ($3.60 upside) @OndoPerps: No token airdrop @risextrade: $0+ @pacifica_fi: $0.2 @TxFlow_L1: $0+ @QFEX: $0+ Notes: * Vari: tge soon; vol/OI #2; ~$2b fdv * Arcus: too early; good vol, may cook * xStocks: zero communication * Lighter: 6 months; 100k a week; lit > $3 * Bulk: too early * Perpl: no volume; won’t tge * Extended: $500 fdv; 25%ish; 70m pts * Ondo: zero communication; past points campaigns paid in usdc * Risex: too early; no fees?; may cook * Pacifica: $500 fdv; 25%ish; 550m pts * Txflow: way too early * Qfex: way too early And of the ones that are early 75% will not tge.
