Flap

NA Growth @Sigil_Fund | Swiss Army Knife @ParagonsDAO

[Sigil Fund @Sigil_Fund]

Our Q1 2026 Letter to Investors is out.

In Sigil Core we continue to embrace volatility for superior long-term compounding. At the start of the year we were 40% risk-off. We’re now net buyers - slowly scaling into select higher-conviction assets.

Meanwhile, Sigil Stable is building durable structural yield. Private liquidity deals now represent 34% of the book as we pivot into on-chain TradFi and commodities perps.

Read the full letter here:
https://t.co/nsd15m5cSS

[Sigil Fund @Sigil_Fund]

Our CIO @Fiskantes breaks down the current DeFi landscape - from dealing with exploits to identifying strong token models and finding emerging opportunities in on-chain finance (and beyond).

Fiskantes has been the driving force behind Sigil fund’s impressive ~5,000%+ net returns since 2019.

[ParagonsDAO @ParagonsDAO]

🏦New treasury bonding event on Monday

We'll put up 680k USDC from our treasury to acquire your PDT at $0.06/token.

1 week only (or 'til its gone).

Powered by @VendorFi

Details in our Discord announcement

[Flap @FlapJackson_]

@templecrash Haven't tried it yet but saw this on the TL yesterday, claims to do what you're mentioning, I think via x402 https://t.co/QUVaj6aOfm

[Flap @FlapJackson_]

In a rollercoaster year for the crypto markets, including the largest mass-liquidation event in crypto's history, Sigil Fund navigated with grace.

The Core fund (crypto-long) outperformed Bitcoin by 5.52%, driven by high-conviction positions like Polymarket and disciplined derisking in Q4.

The Stable fund (market-neutral) delivered 11.29% returns (vs. USD) in 2025, through private liquidity deals, hedging positions acquired at market discount, basis trades, and yield farming - capturing crypto's upside while muting its volatility.

Read the Q4 Letter to Investors here:

[Sigil Fund @Sigil_Fund]

Wrapping up the past year and the last quarter.

In 2025 Sigil Core returned:
-12.89% net vs EUR
-1.25% net vs USD
+5.52% net vs BTC

In 2025 Sigil Stable returned:
+11.29% net vs USD
+18.92% net vs BTC

Read more:
https://t.co/DCWvmHYscg

[Flap @FlapJackson_]

@jcrew_eth @AIWayfinder @VendorFi Real humans may not be able to understand or execute my half-baked ideas, but Claude skills finish the bake in no time, and this SDK feels mad smooth

[Flap @FlapJackson_]

Last night, in 1.5 hours, I built a strategy (including 2 adapters) that loops USDC loans (using PDT collateral) on @VendorFi and yield farms the stables.

If I launch this, you should be able to automatically:

>deposit USDC to acquire PDT under liquid backing
>borrow more USDC than the current market value of the PDT collateral you posted (caveats here)
>loop it 2-3 times
>earn ~10% yield on the stables
>unwind your loan before expiry (if it's more profitable than strategically defaulting)
>???
>profit

Wayfinder SDK cooks.

[Wayfinder Foundation 🧭 @AIWayfinder]

NEW launch 🎉
Wayfinder Vibe Trading: AI agents that execute your onchain strategies autonomously.

We’re releasing wayfinder-paths, a public SDK that lets you build trading strategies powered by AI. Your thesis becomes autonomous action.

Here’s what you can do:

Create trading strategies locally with @claudeai code with Wayfinder.

Manage positions, move across chains, execute any strategy you can imagine.

Create arbitrarily complex strategies. Pick your assets, set your conditions, trade on any onchain or offchain data.

Build reusable scripts for multi-step flows like delta neutral setups and leveraged loops. Package your thesis into a strategy that runs continuously with automatic monitoring and exit logic.

[ParagonsDAO @ParagonsDAO]

Borrow USDC against your PDT!

We've launched our first treasury lending pool with @VendorFi

100k USDC available (for now)
90% LTV at $0.06 anchor ($0.054 collateral value)
5% APR (~2.07% for the term ending June 30)

Please read important details in our Discord announcement

[Flap @FlapJackson_]

@mikefutia IG

[Priming @priming_xyz]

Farewell!

After careful evaluation, we’ve made the decision to sunset https://t.co/N1bxF6wdg5. We’ve had a noble journey, but our model relied on a scale of Parallel TCG adoption that’s yet to materialize.

🧵👇

[Flap @FlapJackson_]

Excited to see a new spin on gaming tokens, supporting an incredible promising ecosystem

Their soon-to-be-released player scouting platform/sub-game adds an immediate sink and token utility

[Sport.fun @sportfun]

Everyone wants to have FUN.

Soon.

[ParagonsDAO @ParagonsDAO]

Another day, another burn

12.4m PDT permanently erased

> 2/3 of initial supply remains
> Staking rewards more concentrated
> Treasury backing per token increased

Link to burn chart in alt text

[ParagonsDAO @ParagonsDAO]

🏦 Treasury Bonding Event launches Thursday

Tomorrow (UTC hours), we'll launch another Discretionary Treasury Bonding Event, where we will exchange USDC from the Treasury to acquire PDT from holders at a fixed price.

Event Details:

1⃣ Capacity: $740,000 USDC (~10% of remaining treasury USDC holdings, 2x the amount of Event 1)
2⃣ Mechanism: Fixed price at $0.06/PDT, immediate settlement
3⃣ Length: 1 week (or 'til it's gone)
4⃣ Platform: @Bond_Protocol

Benefits to participants:

✅ No slippage - Exchange PDT directly with treasury
✅ No DEX impact - Your PDT exchange won't reduce the market price of PDT
✅ Discount opportunity - Potential pricing better than DEX rates
✅ Decentralized execution - Permissionless participation

Important Notes:

- This is a discretionary Treasury Council initiative with no guaranteed future events
- All PDT acquired during this event will be burned
- Remaining circulating PDT continues earning staking rewards and is eligible for future treasury opportunities

We'll share a link when the event launches!

[Flap @FlapJackson_]

Each point is proof 🗝️

(maybe this post too?)

iBelieve in @infraredfinance.

[Flap @FlapJackson_]

@0xquinto @ParagonsDAO Has been awesome to work with you, the next spot will be lucky to have you!

Best of luck and keep hustling!

[ParagonsDAO @ParagonsDAO]

ParallelAiRev to acquire our Parallel NFTs and Bond

We’ve finalized an agreement with @ParallelAiRev , who will acquire our full @ParallelTCG NFT collection and our Bond, the Paragons Alliance, in exchange for USDC liquidity.

Since our inception, we’ve aimed to equip worthy gamers with the Parallel cards they needed to thrive, helping them earn PRIME at no upfront cost. We managed to build the largest Parallel bond and enable an income stream for 440 players in the process.

We can’t think of a better champion to continue this purpose, and are thrilled to pass it on to ParallelAiRev.

Alliance players will be in great hands, and we’ll minimize interruptions to lending through the ownership transition (which may take a couple weeks).

The DAO will continue for now, further simplified, with a quiet focus on protecting the treasury and maximizing yield for the benefit of PDT holders.

We continue to root for Parallel’s long-term success with our hearts and with our locked PRIME.

[ParagonsDAO @ParagonsDAO]

To date the DAO has earned over 1 million $KAT/vKAT on top of native $USDC yield and $TURTLE, which will continue to grow over time.

TGE is expected before Q1 2026 and deliver a significant boost to the treasury even at lower than the currently estimated $1bn FDV/10c per token.

[ParagonsDAO @ParagonsDAO]

In today's episode of 'What has the @ParagonsDAO treasury been up to?' we have another "exciting" update on where we have sat a portion of our cash that the three of you reading these may have seen us mention before: @Katana Network. 🥷

[Flap @FlapJackson_]

I may have paid $28k for a round trip...but at least I'll get 4000 beans for it!

Claim your Gas ID at https://t.co/2iaPjqNXfY

[Flap @FlapJackson_]

@NCvanEgmond @thegolden_eel @notsoeasymoney Not points, it's paid in KAT which isn't otherwise tradeable yet. The "40%" assumes KAT is 1b FDV