Sipa

Advisor || Variational OG || TrueNorth Truthsayer || Early calls. Real edges

[Sipa @SipaCapital]

https://t.co/3j00VnBe4w

[Sipa @SipaCapital]

Start trading 500+ pairs on Variational with deep liquidity and 0 fees:

https://t.co/pE4z3eZb9R

[Sipa @SipaCapital]

This is a real banger.

A lot of people in this space are underestimating the impact that SWAPs and PRO will have on-chain and are overlooking the institutional capital already on the line and ready to be onboarded on Day 1

I don’t need to add anything else and I don’t need to make comparisons

The metrics will speak for themselves in a few weeks and there’s nothing anyone can do to stop @variational_io

I’ve been warning you

[Chumba.var @shadowofintent3]

Interesting considering after I had a call with Lucas that the true vision is becoming a Full Prime Broker from every single value layer of the credit derivatives cake. I am actually surprised IBKR is at $150b mcap but then again its centralized liquidity has been unchallenged for a very long time. However, that is going to change soon with everything moving onchain being quicker, cheaper, faster and more automated with smart contracts.

Variational is aiming to be bigger than just being in web 3 valuation reach. Its looking to become bigger than well known Brand name brokers like Robinhood, IBKR. It is replacing the access & brokerage layer.

I have my own assumption that the crypto native web3 community is the launchpad and flywheel starter that helps ignite Variational. We are testing out that Omni is working and can become institutional grade while proving branding & revenue cash flow simultaneously. This is living proof that big Tradfi Dealer firms can witness & work with being plugged into OLP. Variational's liquidity grows more and more to then challenge the Interactive Broker's/Robinhoods of the world.

Variational really is Generational if you do the research.

[Sipa @SipaCapital]

@corgil @tradexyz @variational_io Well, you might be right. A few months ago I got similar info as well though, but Idc whether they’re raising or not. I only care about Variational 🤝

[Sipa @SipaCapital]

.@tradexyz raising at a multi-billion valuation is so bullish for @variational_io

Some of you won’t understand that instantly, but you will in a few months

If you haven’t joined Vari yet, a new RWA trading competition will start in 2 days. This will allow you to earn prizes, extra points, and start discovering the platform

You can join now with the code OMNISIPA. Don’t overthink it:

https://t.co/eyihARGtvK

[Sipa @SipaCapital]

@corgil https://t.co/ZK3vMKDwbX

[Sipa @SipaCapital]

.@tradexyz raising at a multi-billion valuation is so bullish for @variational_io

Some of you won’t understand that instantly, but you will in a few months

If you haven’t joined Vari yet, a new RWA trading competition will start in 2 days. This will allow you to earn prizes, extra points, and start discovering the platform

You can join now with the code OMNISIPA. Don’t overthink it:

https://t.co/eyihARGtvK

[Sipa @SipaCapital]

@ProMint_X I heard of a project called Variational

[Sipa @SipaCapital]

@katexbt @grok @tradexyz

[Sipa @SipaCapital]

@beniduboss They stopped loss refunds several months ago 💀

[Sipa @SipaCapital]

These guys are building a really interesting product for institutions that want to move their FX trading on-chain, furthermore in an institutional layer like @arc

Hibachi is to Arc what Arcus might be for RH, with the difference that Hibachi is trying to bring on-chain something that doesn’t exist yet

I see @hibachi_xyz as one of the first real projects on Arc, potentially driven by good revenue once spot FX goes live

If they reward the community properly, I expect good things from them. I’ve seen in their last report that they have 55k+ total traders

Being community and institution aligned is what every project needs in order to have a bright future!

[Sipa @SipaCapital]

Join Hibachi, start earning points and enjoy a 15% points boost + 15% fee discount with the code sipa

https://t.co/8uwtp22Vwv

[Sipa @SipaCapital]

These guys are building a really interesting product for institutions that want to move their FX trading on-chain, furthermore in an institutional layer like @arc

Hibachi is to Arc what Arcus might be for RH, with the difference that Hibachi is trying to bring on-chain something that doesn’t exist yet

I see @hibachi_xyz as one of the first real projects on Arc, potentially driven by good revenue once spot FX goes live

If they reward the community properly, I expect good things from them. I’ve seen in their last report that they have 55k+ total traders

Being community and institution aligned is what every project needs in order to have a bright future!

[Arc @arc]

Hibachi is building FX spot and perpetuals on Arc.

@hibachi_xyz pairs a high-performance offchain central limit order book with zero-knowledge verified settlement on Arc, giving professional FX participants a path to low-latency execution with onchain verification.

Why Arc:
→ Deterministic sub-second finality
→ USDC-denominated gas
→ Opt-in privacy
→ CCTP-enabled collateral movement

Arc is built for institutional-grade financial applications.

https://t.co/QERj9QPyFe

[Sipa @SipaCapital]

@redacted_j let's do it ser

[Sipa @SipaCapital]

@0x_miniwhale @get_truenorth you can use this code DND74ZXHY494

[Sipa @SipaCapital]

I’ll never stop saying that @get_truenorth is one of the most interesting projects outside of the perp dex meta

1. First of its kind
2. Good execution so far
3. Excellent team with solid background and always open to feedback
4. Community-aligned

For $50/month, you can get access to a trading desk that hedge funds usually pay millions of dollars each year and inevitably you’ll make that money back while trading with the agent

I love teams who build in silence and don’t try to overhype by launching a points program soon just to grab more users

Organic growth first, the rest will follow

What do you choose: blue pill or red pill?​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ Start your new trading journey with TN:

https://t.co/9JQmbZImlo

[Willy.C @WillyChuang]

Every trader who subscribed since we opened the beta got one of these.

A receipt for the early believers. You put money down before the roadmap made sense to anyone.

The rest of this year is us paying that conviction back.

More soon.

[Sipa @SipaCapital]

@doit4dalore @ImperialPerps Gimme more hopium

[Sipa @SipaCapital]

@Q_amirat Sure, you can test and use the product without paying, but you get a limited amount of credits

[Sipa @SipaCapital]

@katexbt Ostium has never been a good project to farm, but I agree with you. @ImperialPerps good tek

[Sipa @SipaCapital]

@doit4dalore Just a matter of hours Ig 🫡

[Sipa @SipaCapital]

Guess who was right? Vesting confirmed as well

Now I just need my Poly bets to do well. Actually they're already up 3–4x since I shared them the first time

This is the perfect scenario for a crime. Extremely low circulating supply, that's why I expect a high FDV for $GRVT

[Sipa @SipaCapital]

This is not my usual post, but let me be clear about $GRVT's TGE:

1. I expect some kind of crime happening, like a vesting period and only a small % airdropped at TGE for better supply control (hopefully I'm wrong on that)

2. In their last funding round @grvt_io raised at a $540M valuation

3. According to the https://t.co/C2TQos1IBg model, which has been very accurate so far, the expected MC should be around $300M, with the FDV consequently being higher than that

4. The only pre-markets available are on Aspecta at 270M FDV and the odds on Polymarket. On Polymarket there's a huge mispricing between the 500M and 800M odds, both selling at around 8-9c

5. Buying shares on the 500M outcome while having some shares on the 300M as an edge is what I'm looking for. If I could find a pre-market to long at 200-250M, I would do it as well

6. We already saw the EdgeX playbook and back then they launched at 2x the pre-market price while the Poly odds were completely mispriced

I could be wrong, but the odds are so +EV that for me it's worth taking the risk

NFA.

[Sipa @SipaCapital]

@trippan0 @PhoenixTrade My DMs are open if you have any questions