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DeFi Voyager

Following0Followers (X)4.85KPosts91Likes518
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Table shows approximate APR you can get by allocating sAERO on @aeroxyz to @playcambria ($RSGP) launch pool. But honestly, I don’t understand how this “game” can be valued higher than $500k FDV. https://t.co/ckUeTr49pB

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I've been dreaming about this since the days when Contango dominated the looping sector. @pendle_fi makes dreams come true. Technically, this opens up some serious delta-neutral opportunities: long via Pendle looping + short on perp DEXes.

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Either this explanation is wrong, or you don’t even need volume to farm rewards anymore. Just set your MM bot to ±5 bps and follow the price around. If that’s how it works, OndoPerps volume is gonna drop and spreads will get wider. Who thought this was a good idea ?

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In DeFi things rarely get better for users, so I expect rewards to get cut. Not like we ever knew what we were farming for anyway. We’re just blind kittens sucking on random things, hoping it’s a juicy tit. Sometimes you only find out what it really is when it’s too late.

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Hyperliquid's policy team asked SEC to make airdrops to americans safe. 1. they want "free airdrop = not a security" written into the rule itself. so drops to US users stop being a legal gamble 2. connecting a wallet or passing a sanctions check to claim shouldn't count as paying. translation: americans get checked at claim instead of geoblocked 3. they're fine with "tasks after the announcement = you paid for the tokens". so don't wait for a "season 2, go farm" post. if a drop comes, it's based on what you already did 4. they want these tokens tradeable in the US from day one, through onchain protocols too. aka on hyperliquid itself if @HyperliquidX drops again, it's a silent snapshot. you won't get a heads up.

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People farm perp DEX with a funny name and no revenue, but @OndoPerps is where you suddenly need proof. Most of those won't live to TGE. They don't make money, and nobody can explain why the product needs to exist. @Ondo leads RWA tokenization, has PMF, real revenue and a token that already trades, so you can price what you're farming. Ondo Perps exists because that business needs its own venue for its own product. A DEX built for that reason doesn't shut down after TGE. And fee switch is still coming. Once it's live, ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 gets a direct line to that revenue and becomes worth more to hold. So you doubt the one farm where the reward has a known price, and trust the ones where the reward may never exist. I don't expect life-changing money from Ondo Perps, but among perp DEXs it looks like the most underrated bet with the best upside.

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CT wrote more strategies for the new casino than the casino had winners. Half the timeline was posting ways to farm @papertrade_xyz. The other half was writing about what's broken and how the team should fix it. In the end a few whales just took everyone's money. Give it a week and nobody will remember the name. Everyone moves to the next casino and starts posting "life-changing" threads with ways to make money on it. The same whales will be there first, and the timeline will pay for it again.

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100% circulating, years of buybacks, but tokens still goes nowhere. @beefyfinance & @gains_trade have a real product, survived multiple bear markets and have been making money for years. So what’s the problem ? Is it the team ? https://t.co/O3g0dwe8mz

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The most important word in this message is “part”. Now imagine this is just 1/10 or 1/20 of the total amount of tokens the institution plans to buy from @HyperliquidX. They literally don’t have enough liquidity to meet the demand right now. https://t.co/PzHZOf7dAI