Andrii / hood

Crypto enthusiast. Perp Arc

[Andrii / hood @AndriiEO]

There’s a lot of noise around Robinhood Kitties right now.

V1. V2. Two contracts. Two sides.

But if you’re watching this from the Robinhood Chain timeline, the story behind it is probably more interesting than the argument itself 🐱

Yes, the V1 contract was deployed first. That’s onchain and nobody needs to deny it.

But V2 became the Robinhood Kitties collection that people actually traded, collected and built history around.

Then the original dev rugged.

Most NFT projects end there.

Kitties didn’t.

People stayed, the project went through community takeovers, and now @Trenchofsol and the holders around @RHKitties are putting their own time, effort and liquidity into bringing the collection back.

And just as V2 started getting attention again, the old V1 contract suddenly became relevant and people started minting it again.

Now we have V1 vs V2.

Honestly, I think that makes the Kitties story even more interesting.

V1 has the earlier contract.

V2 has the trading history, the rug, the comeback and the community fighting to keep the cats alive.

You can discover an older contract.

You can’t recreate the history that already happened.

And after watching all of this unfold, I know which side I’m backing.

V2 🐱

[Andrii / hood @AndriiEO]

so this is the meta now

https://t.co/fb1vpBVkIY

gLighter

[Andrii / hood @AndriiEO]

Good timing to accumulate.
Waiting for another Robinhood NFT bull market

[Andrii / hood @AndriiEO]

Another one @RHKitties

[Andrii / hood @AndriiEO]

Good price to collect more @RHKitties

[Andrii / hood @AndriiEO]

Good price to collect more @RHKitties

[Robinhood Kitties 🐈 @RHKitties]

Midday, cats 🐈☀️

Still waiting for that market comeback 📈

Until then, we’re right here. 🫡

The cats are still around. 🐈‍⬛

[Robinhood Kitties 🐈 @RHKitties]

🚨ATTENTION🐈

-Two collections. Same name on @opensea , Different journeys.

-One remains active and connected to its community.
-The other has remained silent.

-We choose to stay active, keep growing and supporting our community. 🛠️🐾

[Andrii / hood @AndriiEO]

@aave

[Andrii / hood @AndriiEO]

????????

[Jumper @jumperapp]

The ticker is $JUMP
The super-app for onchain finance.

[Andrii / hood @AndriiEO]

最近大家都在算 @variational_io 一个 point 到底值多少钱。

但我这几天看了一圈，反而觉得大家可能盯错重点了。

Variational 真正有意思的地方，可能不��� points，而是 Swaps。

先说 points。

官方文档写得很清楚：每周 points 的发放最晚会在 Q3 结束。

也就是说，现在已经进入最后阶段了。

这种时候很容易出现一个情况：

所有人开始算一个 point 值 $20、$30 还是 $50，然后为了最后一点 allocation 疯狂刷 volume。

但我更想看的是，这些 points 结束以后，平台还剩下什么。

Variational 这几周让我比较感兴趣的，就是他们刚上线的 Swaps。

这东西表面上看跟 perp 很像，但底层逻辑不太一样。

普通 perp 的流动性主要还是来自 crypto market makers，funding 也是根据多空供需不停变化。

Variational 的 Swap 则把流动性接到了 TradFi institutions，funding 更接近传统市场真实的融资成本。

换句话说，他们不只是想让你链上��� BTC、ETH。

他们想把股票、指数、黄金、商品这些传统市场的 exposure 也搬到链上。

这点我觉得比单纯再做一个 perp DEX 有意思得多。

Swaps 9 月 1 日才上线。

DefiLlama 的数据里，上线第一周交易量已经到了大约 $2.8B，三个市场的 OI 峰值接近 $245M。

单是 US100S，一天的 volume 一度就到了 $416M。

这已经不像是一个没人用的小实验了。

再往大一点看，Variational 官网现在显示：

500+ markets

$275B+ total volume

$1B+ open interest

0 trading fees

所以我现在看 Variational 的逻辑反而变简单了：

如果最后 points 给的东西不错，那当然很好。

如果 points 没有大家想象中那么值，至少你还有一个已经有人真实交易、而且产品方向明显在往 TradFi derivatives 扩张的平台。

我个人会继续正常交易，也会多看看 Swap。

但不会为了最后几周的 points 无脑刷 volume。

因为真正让我感兴趣的不是一个 VAR point 最后值多少钱。

而是 points 停掉以后，还有多少人愿意继续在这里交易。

这个答案，可能比任何场外估值都更重要。

[Andrii / hood @AndriiEO]

上一轮 @Lighter_xyz 给了我 36 points，目前总积分 82.56，排名 #795 👀

有意思的是，这轮也看到有人交易量不小，最后拿到的 points 却很少，甚至直接是 0。

我自己反而没怎么刷 volume，基本就是照着官方的提示做：

Robinhood Chain 上开仓，Lighter Core 做 hedge，然后仓位尽量拿久一点。

官方当时都写了：
“2.5x more reasons to hedge”

那我就照着做了 😂

最后这轮 +36 points。

越来越感觉 Lighter 的 points 机制不只是看 volume。

与其无脑刷量，不如多看看官方到底在暗示什么。

有时候 alpha 就写在公告里，只是很多人没认真看 👀

[Andrii / hood @AndriiEO]

The more I look at $LEVERCAT, the more I like the setup.

Most memecoins:

Buy meme with SOL → lose your SOL exposure → pray it goes up.

LEVERCAT does something different.

3% of every transfer goes back to holders in xSOL - leveraged SOL exposure by @hylo_so

No staking.
No locking.
No claiming.

Just hold the cat.

The more people trade, the more rewards flow back to holders.

Volume itself becomes valuable to the people holding.

That’s a pretty interesting mechanic for a memecoin.

🐈‍⬛

[Lever Cat @LeverCatSol]

https://t.co/FGDjO9k4pB

[Andrii / hood @AndriiEO]

@joelion212 Add me 🐱

[Andrii / hood @AndriiEO]

@joelion212 @hylo_so @LaunchOnSF @LeverCatSol Add me pls

[Andrii / hood @AndriiEO]

👀👀👀

[Lever Cat @LeverCatSol]

If you hold $100+ worth of levercat there might be a surprise for you

https://t.co/Sb8QnobGUM

Keep pulling the lever.

[Andrii / hood @AndriiEO]

RT @RHKitties: 🐈 GMeaow, kitties ☀️☕️

Yesterday, the kitties went into builder mode. 🛠️

Take a look! 👀

Don't forget to adopt your own di…

[Lever Cat @LeverCatSol]

This lever will feed generations !!

[Lever Cat @LeverCatSol]

Pull the lever and win

[Lever Cat @LeverCatSol]

https://t.co/FGDjO9k4pB

[Robinhood Kitties 🐈 @RHKitties]

☀️ GM 🐈🟢
Apparently, @AdamWeitsman loves cats too… 👀