Cryptophile

🤓 Defi Degen 🪄 ICO maxi

[Cryptophile @Cryptophileee]

My current DeFi farming list. 12 strategies. October 17.

Liquid farming:

1. @turtledotxyz T-bills deal (12-15% fixed, 90 days)
2. Wildcat @SeliniCapital loan (9.5%)
3. $AUTO looping on @kamino (25%+)
4. @turtledotxyz private deal (15-30%)
5. @SivoDefi (15%)
6. PT-limUSD (10%)
7. Hyperithm DN trade (15%)
8. PT-sUSDS looping (9-10%)
9. PT-fxSAVE looping (11-12%)
10. PT-USDat-14JAN2027 (9%)
11. Tori (8% + points)
12. Variational + xStocks + funding (5%)

IMO #1 is the best R/R available rn. 12-15% annualized for holding a T-bill-backed stablecoin for 3 months.

Trades:

$JUP long
Entry: $0.21
Takes: $0.49 / $0.82

$GRASS long
Entry: $0.67
Take: $1.14

$wPRL long
Entry: $1.45
Take: f*ck knows, just holding

$RAIL long
Entry: $3
Take: looking for multiples

$SOL long
Entries: $129 / $70
Take: $153

$BTC long
Entries: $74k / $67k / $62k
Take: $89k
Closed 20% of the position at $78k.

$ETH long
Entry: $1,800
Take: $2,900

I'm long, so naturally BTC should go to $40k now 😂

ICO:
• Waiting for Makina and $JUMP
• $WHUF turned into a shitshow. Haven't taken the refund at a 15% loss yet...

Important updates:

> Funding is dead. My positions have been doing around 5% APR over the past week. If this keeps up, I'll close them all.
> Pulled money from @gmtrade_xyz and $PRIME / $PYUSD. Moved it into the Turtle T-bill stablecoin deal at a fixed 12% annualized for 90 days.
> Started a small $AUTO looping position on Kamino. Fixed borrow rate there.
> Closed my $US short. Don't want to keep paying negative funding.
> Variational + xStocks + funding is getting less attractive. Moved it to the bottom of the list.

[Cryptophile @Cryptophileee]

$CHIP short

Attempt 2.0

Here You Come Again!

[Cryptophile @Cryptophileee]

Closed: -$30k

Pure casino
Looks like a crime pump
Worst year in crypto for me

Almanak: -$40k
USDai: -$30k

I will never comeback to perps

[Cryptophile @Cryptophileee]

@3liXBT @turtledotxyz @SeliniCapital @kamino @SivoDefi I will dm you in TG

[Cryptophile @Cryptophileee]

My current DeFi farming list. 12 strategies. October 17.

Liquid farming:

1. @turtledotxyz T-bills deal (12-15% fixed, 90 days)
2. Wildcat @SeliniCapital loan (9.5%)
3. $AUTO looping on @kamino (25%+)
4. @turtledotxyz private deal (15-30%)
5. @SivoDefi (15%)
6. PT-limUSD (10%)
7. Hyperithm DN trade (15%)
8. PT-sUSDS looping (9-10%)
9. PT-fxSAVE looping (11-12%)
10. PT-USDat-14JAN2027 (9%)
11. Tori (8% + points)
12. Variational + xStocks + funding (5%)

IMO #1 is the best R/R available rn. 12-15% annualized for holding a T-bill-backed stablecoin for 3 months.

Trades:

$JUP long
Entry: $0.21
Takes: $0.49 / $0.82

$GRASS long
Entry: $0.67
Take: $1.14

$wPRL long
Entry: $1.45
Take: f*ck knows, just holding

$RAIL long
Entry: $3
Take: looking for multiples

$SOL long
Entries: $129 / $70
Take: $153

$BTC long
Entries: $74k / $67k / $62k
Take: $89k
Closed 20% of the position at $78k.

$ETH long
Entry: $1,800
Take: $2,900

I'm long, so naturally BTC should go to $40k now 😂

ICO:
• Waiting for Makina and $JUMP
• $WHUF turned into a shitshow. Haven't taken the refund at a 15% loss yet...

Important updates:

> Funding is dead. My positions have been doing around 5% APR over the past week. If this keeps up, I'll close them all.
> Pulled money from @gmtrade_xyz and $PRIME / $PYUSD. Moved it into the Turtle T-bill stablecoin deal at a fixed 12% annualized for 90 days.
> Started a small $AUTO looping position on Kamino. Fixed borrow rate there.
> Closed my $US short. Don't want to keep paying negative funding.
> Variational + xStocks + funding is getting less attractive. Moved it to the bottom of the list.

[Cryptophile @Cryptophileee]

@SpoutFi @DraperDragon @Anchorage @FlowTraders @Taisu_Ventures @VesselVC @solayer_labs @2SquareCapital @Bering_Waters @solanalabs Congrats 🫡🔥

[Cryptophile @Cryptophileee]

WTS

Hypurr #104
Rarity: Epic
Price: 100 $HYPE

[Cryptophile @Cryptophileee]

LFG! 🐢

[Hare by GSR @hare_xyz]

Hare by @GSR_io. The credit desk for onchain finance.

GSR launches Hare alongside @turtledotxyz, bringing trading and liquidity expertise to vault curation.

Supported by @aave, @PaxosLabs, @chainlink and @HypernativeLabs. Our first two vaults are coming soon.

[Cryptophile @Cryptophileee]

Got 10k$ allo in $JUMP ICO

• top-20 waitlist
• 900+ legion score
• high Jump Pass lvl
• 10+ threads/posts about Jumper
• invested in one of LiFi rounds back in 2022

$JUMP TGE loading...

[Cryptophile @Cryptophileee]

Just submitted my biggest ICO application so far

$JUMP

Still have questions:
→ How exactly will $JUMP capture value from Jumper?
→ What will the relationship with https://t.co/66VxowD4kw look like after spin-off?
→ When will fees actually go live?
→ How much revenue can the new products bring in?

Bullish on the market from here...
Taking the uncertainty risk anyway

Betting the team won't drag out TGE until the market is dead

We've seen enough of that already

Unlocks:
→ 50% at TGE
→ 50% linearly over 4 months

Now let's see how much allocation I actually get 🫡

[Cryptophile @Cryptophileee]

My first experience moderating a panel 🫡

Topic: “Tokenization: The RWA Opportunity”

[Alenka @alenka_on_x]

What Seoul made obvious 🇰🇷

A few takeaways from #KBW2026:

→ Korea is getting very serious about tokenised capital markets. The FSC’s roadmap covering stocks, bonds and funds was a recurring theme in discussions at KBW.
→ @Ondo × @kakaopay_kr Securities shows the opportunity to bring Korean assets on-chain.
→ KRW stablecoin infrastructure is moving fast, with @BDACSKorea and @circle demonstrating an on-chain KRW1–USDC exchange during KBW.
→ Korea ↔ MENA is becoming an interesting corridor thanks to @fasset.
→ There is serious FO/HNWI/institutional capital to tap into – though I guess anyone who’s been attending the conference over the years already knew that.
→ And for retail/trading products, Korea remains a particularly strong B2C market.

Less crowded than Singapore, more time for proper conversations and a great window into the local market.

Next stop: #TOKEN2049 Singapore 🇸🇬

[Cryptophile @Cryptophileee]

@simonthekid_ Dm dm 🫡

[Turtle @turtledotxyz]

At HSC, @Cryptophileee, moderated the panel on RWA tokenization: which assets come onchain and who buys them.

[Cryptophile @Cryptophileee]

Just submitted my biggest ICO application so far

$JUMP

Still have questions:
→ How exactly will $JUMP capture value from Jumper?
→ What will the relationship with https://t.co/66VxowD4kw look like after spin-off?
→ When will fees actually go live?
→ How much revenue can the new products bring in?

Bullish on the market from here...
Taking the uncertainty risk anyway

Betting the team won't drag out TGE until the market is dead

We've seen enough of that already

Unlocks:
→ 50% at TGE
→ 50% linearly over 4 months

Now let's see how much allocation I actually get 🫡

[Cryptophile @Cryptophileee]

Why would a bigger loan make it safer?

Also, Wintermute incubating or investing in Wildcat doesn’t really change the credit risk of the loan itself. If something goes south with the borrower, the Wintermute-Wildcat relationship doesn’t backstop lenders

At the end of the day, both are unsecured loans to market makers. So unless there’s a meaningful difference in balance sheet, covenants, seniority, legal recourse, etc., I don’t see why Wintermute at 8.75% should be materially safer than Selini at 9.5%

[Cryptophile @Cryptophileee]

My current DeFi farming list. 14 strategies. September 28

Liquid farming:

1. Variational + xStocks + funding (12-14%)
2. Wildcat Selini loan (9.5%)
3. Ecosystem vaults & @turtledotxyz (12% fixed, 90 days)
4. Private Turtle deal (15-25%)
5. Sivo (15%)
6. PT-limUSD (10%)
7. Funding farming (20-30%)
8. Hyperithm DN trade (15%)
9. PT-sUSDS looping (9-10%)
10. PT-fxSAVE looping (11-12%)
11. PT-USDat-14JAN2027 (9%)
12. Tori (8% + points)
13. $PRIME / PYUSD looping (12%+)
14. GMT (10-20% + $GT)

Trades:

✅ $NEAR long: fully closed
Entry: $1.9
Targets were: $4.4 / $5

solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN long
Entry: $0.21
Takes: $0.49 / $0.82

$SOL long
Entries: $129 / $70
Take: $153

$BTC long
Entries: $74k / $67k / $62k
Take: $89k
Closed 20% of the position at $78k

$ETH long
Entry: $1,800
Take: $2,900

$US
Unlock shorts + hedging my own tokens

Market is green. Positions are in profit. Fully closed $NEAR, still holding the rest.

Prediction markets: Will Jumper launch a token by the end of 2026? Holding "YES"
https://t.co/r8cmeKtBRY

ICO: waiting for Makina and $WHUF. Planning to join the solana:Aybt5BWuW6kMNt7Jk1UmSgLzpEKev5pEnh82TA5rpump sale.

Important updates:
> $NEAR + 170%
> Increased my funding-farming positions. Really like the R/R here rn.
> Bought the new PT-USDat at 9%. No looping yet, watching borrow rates on Morpho.
> Watching $AUTO. If I decide to enter, will post separately.
> Exited Loopscale OnRe/USDC. USDC lending yield dropped from 8% to 6%.
> Bought PT-limUSD when funding pumped. Locked in 11%.
> Started looping PT-fxSAVE. Lender incentives and borrow rates look decent.

[Cryptophile @Cryptophileee]

My current DeFi farming list. 13 strategies. August 31.

Liquid farming:

1. Wildcat Selini loan (9.5% APY)
2. Ecosystem vaults & Turtle (12% fixed APY)
3. Funding farming (20-30%)
4. Variational + xStocks + funding (12-20%)
5. Sivo (15% APY)
6. Hyperithm DN trade (15%)
7. PT-sUSDS looping (9-10%)
8. PT-USDat looping (10-12%)
9. Loopscale OnRe/USDC (8% APY + points)
10. Tori (8% + points)
11. $PRIME / PYUSD looping (11%+ APY)
12. GMT (10-50% APY + $GT)
13. YT-OnRe (64% ?!)

Trades:

$NEAR long
Entry: $1.9
Take: $4.4

$JUP long
Entry: $0.21
Takes: $0.49 / $0.82

$SOL long
Entries: $70 / $129
Take: $153

$BTC long
Entries: $74k / $67k / $62k
Take: $87k
Closed 20% of the position at $78k

$ETH long
Entry: $1,800
Take: $2,900

$US
Unlock shorts + hedging my own tokens

Prediction markets: No active bets right now

ICO: Waiting for Makina. $QUID ICO: +$5.5k$

Important updates:

> $PUMP: +115% profit
> $ETH: +32% profit
> plenty of interesting opportunities on @turtledotxyz: @SivoDefi / @PikuFinance / @StellarOrg & @GamiLabs
> Watching $AUTO from @Figure
> Wanted to loop different PTs on Pendle, but liquidity is too thin in most cases. Even a $10k loop with 5x leverage can move borrow rates in some Morpho pools.
> Watching PT-limUSD by @liminalmoney. Need funding to pump so I can lock 12-13% for 90 days :)
> 14% fixed APY on Ecosystem & Turtle is over. Rolled it into 12%.
> PT-USDat and PT-sUSDat matured on August 27. Withdrawing everything.
> Gradually exiting sUSDai. 7% APY is too low.
> Uniswap V3 position went out of range. All $ETH was sold into USDG
> PT-AUSD looping was filled by fast whale wallets. @YuzuMoneyX cluster alone deposited around $5M. Total cap was only $40M. I missed it :(
> Still holding several funding-farming positions
> Still sitting in Variational + xStocks + funding, but funding is getting lower
> Prices pumped. @ryskfinance cash secured puts are not that interesting anymore

[Cryptophile @Cryptophileee]

Cape

imo, no airdrop

Jumper XP = better allocation in the ICO

No one is really airdropping free tokens nowadays
GTM shifted toward ICOs a long time ago

“Community” tokens will most likely be used to incentivize Jumper Earn, Jumper Perps, and other new Jumper products.

P.S. No reason to blame Jumper here. The market is completely different from what it was 2 years ago

[Cryptophile @Cryptophileee]

No $JUMP airdrop? Or are we missing something?

33.33% of the supply is allocated to the community

Vesting: “Distributed to the community”

My prediction: no airdrop + low circulating supply...

Initial $JUMP circulation: 4%-5%

[Cryptophile @Cryptophileee]

$JUMP ICO at $75M FDV is an easy buy

The best R/R I've seen in months!

→ $40B+ lifetime volume
→ 100k+ monthly active users
→ #1 bridge aggregator by volume
→ 15%+ bridging market share
→ $3M public sale on @legiondotcc

This looks cheap.

Sale details:

• Date: September 29
• FDV: $75M
• Price: $0.075
• Soft cap: $2M
• Hard cap: $3M
• Public sale: 4% of supply
• Vesting: 50% at TGE + 50% monthly over 4 months
• TGE: Q4 2026

Legion sales are not FCFS.

You apply with the amount you want to invest. The team reviews applications and decides allocations based on the investor profile.

Why am I bullish?

Jumper already has distribution.

People use @JumperExchange to bridge and swap across 60+ chains.

Now the team is expanding into:

• Jumper Advanced: limit orders, TWAP and DCA
• Jumper Earn: one-click cross-chain yield
• Jumper RWA: tokenized stocks and other RWAs
• Jumper Perps: aggregated perp liquidity

Each product adds a new source of volume and potential fees.

Bridge users can stay inside the same interface to swap, farm yield, trade perps and buy tokenized assets.

More products → more volume → more fees.

Bridge competitors (FDV):
- $DBR: $192m
- $ACX: $47m
- $RUNE: $224m
- $AXL: $68m
- $STG: $128m

Forget comparing volumes, DAU/MAU, and other metrics

Here's what matters:

$JUMP launches with ~5% circulating supply!
You're buying one of the biggest interop players at a $3.75M implied MC...

$JUMP scenarios:

• $150M FDV = x2
• $300M FDV = x4
• $550M FDV = x7.3

Tokenomics:

• Public sale: 4%
• Investors: 26.07%
• Team: 14.7%
• Community: 33.33%
• Treasury: 21.9%

Investor and team tokens are fully locked at TGE.

Investors: 12-month cliff.
Team: 24-month cliff.

No day-one VC unlocks!

Green flags:

• Low FDV compared with other bridges
• Real product and $40B+ volume before TGE
• No investor or team unlocks at TGE
• Short public-sale vesting
• No separate equity layer above tokenholders

My take:

• Product: strong
• Distribution: proven
• Token utility: unfinished
• FDV: cheap

At $75M FDV, I am bullish!

[LEGION @legiondotcc]

https://t.co/FRim1Pt2gn

[Cryptophile @Cryptophileee]

@legiondotcc No-brainer buy!

[Cryptophile @Cryptophileee]

$BGB has almost no reaction to the Bitget hack

Easy short?

Or...?

[Cryptophile @Cryptophileee]

@0xHayyan @PointsOTC Thanks)
I will arbitrage some points))

[Cryptophile @Cryptophileee]

First time I'm seeing real OTC bids at $20/point