Extended said $XTEN tokenomics would follow “from Oct 31”. Key word “from”, they never said until when Jokes aside, it’s a funny setup. No tokenomics yet, but the pre-market already lives its own life: $0.268 on Hyperliquid, ~18% off the listing-day high. And that whole “price” runs on ~$220K of daily volume. That’s what’s pricing an $80M airdrop On the points: 300M XTEN goes to 70M points, so ~4.3 tokens each. At today’s price that’s ~$1.15 a point. My 4,750 points are ~$5.5K now. Would’ve been ~$6.6K at the top, but who sells the top Was farming worth it? Users paid Extended ~$35M in fees. Even at today’s price the drop is 2.3x that, and honestly that’s rare for an airdrop I think the price gets pushed around until tokenomics drop, the real number only shows at launch. Polymarket has FDV above $150M at 75%, and farmers as a group are green from ~$117M And if you’re not on Extended yet, my ref gets you 10% off fees on your first $50M. Link below

Elon quoted Druck’s trade[xyz] post with one word. hyperliquid:native did $156M of volume in the next 15 minutes, 10x the 15 before Then trade[xyz]’s founder replied asking to put their perps inside X That only works because of the ICE deal IMO. X can’t send US users to offshore perps Long shot, but I’m watching it

A 40x BTC long on Pumpfun's new perps burns 7.6% of your margin in fees just to open and close Same trade on Hyperliquid directly is 3.6% Degens won't care lol https://t.co/oFnGzibi7I

The card I submitted to the Variational comp says +0.30% lol Same Sandisk long today: +114%. SNDK went from $1,297 to $1,372 and they only report tomorrow https://t.co/8aL3QNWE6t

82% of the money in the Variational earnings comp is long. Across all 582 Variational markets it's 62% I'm in the 82% too lol, $2K long Sandisk at 20x At 20x every 1% Sandisk moves is 20% on the card. Last time it reported it fell 9% on HL within an hour @variational_io https://t.co/ND5eVvJitZ

Hyperliquid listed $XTEN perps

Lighter just listed $XTEN perps. First price ~$0.355, that's ~$355M FDV At that price my 4,750 Extended points are ~$7.2K Polymarket still only has 32% on over $300M a day after launch Book is super thin tho, $25K OI and $14K volume so far https://t.co/4uQe1xCmVe

CT is pricing Variational points all over the place rn Someone's bidding $50 a point OTC, @louisdives says ~$40, people expect mid 6 figs drops Their own tokenomics post says 32% of supply goes to points, ~9.9M points are out So $50 needs a ~$1.55B launch. Polymarket's middle is around $1.1B, that's ~$35 a point $40-50 isn't crazy tbh, it's just pricing the higher end

Papertrade users were $94M long BTC two hours ago Now $56M long and $43M short. Most of those shorts went in right after it lost 80K House is up ~$1.7M on the day lol https://t.co/4RJCZwOhyr

It looks like bitcoin:native will go lower.