UnD

From @Seoul PFP MADE BY @grok

[UnD @Upndown7000000]

여러분
Nado는 거래량이 망할수록 파머들에게 호재입니다
우린 $Nado를 파밍하는게 아니고 크라켄의 L2 코인 $INK 를 파밍하는겁니다
글구 지금 xag 대상으로 4배 포인트 부스트를 하고 있습니다 저번주 하루 100K정도 거래했는데 100포인트 정도 들어왔네요.
베어케이스로 포인트당 1달러로 가정해도 손해보는 장사가 아닙니다

반드시 참여하세요
https://t.co/jbn71WsfcQ

[DefiLlama Research @defillama_res]

In Q1 2026, cumulative RWA perp volume grew 33x to $122B. Q2 totals already blew past +$200B.

Our new report answers why @variational_io chose a brokerage model vs a CLOB, and what that means for meeting this growing demand:
https://t.co/LFRkCHMw4l

[UnD @Upndown7000000]

Variational의 지표는 아주 인상적입니다
OI는 900M수준 일일거래량은 800M

높은 OI
거래량은 API트레이드가 없는 순수 리테일들의 거래량이죠

저는 variational을 perp dex로 보지 않습니다
perp trading terminal입니다

절대 놓치지마세요 @variational_io
초대코드
OMNIJ1USA47V

[UnD @Upndown7000000]

@RealAlphaWhale Morocco 3 : Brazil 2

[UnD @Upndown7000000]

@NEDUszn8 DI Maria

[UnD @Upndown7000000]

Genius / Axiom / gmgn 등의 트레이딩 터미널의 끝판왕은 @variational_io입니다

일반적인 퍼프덱스가 아니고 다른 퍼프덱스들의 LP역할을 하면서 슬리피지를 먹는 트레이딩 터미널입니다.

하리가 잘나가건 바낸이 잘나가건 주식이 잘나가건 그곳의 유동성을 끌어다가 수수료0의 슬리피지 장사를 하는 겁니다.
예를들어 라이터의 슬리피지가 0.005%다
그럼 베리나는 0.006%로 자체 OLP를 활용해서 차익을 먹습니다

어느 시장이 잘나가건 떼돈 벌겠죠????

늦지마세요 형님들

OMNIEH46PSPX

https://t.co/0jaSlItMJR

[hansolar @hansolar21]

https://t.co/deOV0Vwj0q

[UnD @Upndown7000000]

93 unused referral
@variational_io

https://t.co/EqZrxP1sYe

OMNIEH46PSPX

[UnD @Upndown7000000]

@nbroq_ai @nadoHQ 성의를 좀 보여라 ㅋㅋㅋㅋ

[UnD @Upndown7000000]

Trade $XAG @nadoHQ
Invite code
https://t.co/X8egf64vda

[Nado @nadoHQ]

Silver (XAG) perpetuals now carry a 4x point multiplier through this week's snapshot.

Points are earned through trading and market making.

After this snapshot, the multiplier steps to 3x for takers and 4x for makers into the following week.

[UnD @Upndown7000000]

No Dao, No token Utility $aave @aave

[UnD @Upndown7000000]

While most perp DEXs crash and burn when charts go red… Nado thrives.
Why?

Because we’re all-in on $INK.
Bear market = more points, more edge. Keep grinding 💪

https://t.co/X8egf64vda $Nado $INK"

[Delphi Digital @Delphi_Digital]

Pair trading remains one of the more underutilized strategies in crypto.

Your exposure becomes the spread between two assets rather than the direction of the market.

In one case study our analyst examined, adding the short leg took the Sharpe from 0.35 to 1.45. Max drawdown dropped from 64% to 45%. Volatility declined by over 20%.

The pair sat at all time highs while the long leg alone was down 40% from its peak.

Pair trading allows you to express a relative view without taking on full directional exposure. You can profit while both assets decline, as long as your outperformance thesis holds.

The wider the gap between winners and losers in crypto, the more valuable this approach becomes.

[0xSammy @0xSammy]

Bittensor (TAO) is shaping up to be the “golden child” of the Crypto x AI narrative

At ~$3B, with supply side emissions collapsing post-halving and subnet demand accelerating, the asymmetry is becoming hard to ignore

With so much noise around @opentensor, it’s easy to miss what actually matters; here’s a clean segmentation of the ecosystem and the subnets I’m paying attention to:

a) Decentralized Compute:

Subnet (SN) 64 Chutes: @chutes_ai Distributed Serverless AI Compute Platform. Compute is already becoming a bottleneck in traditional AI, so it's logical decentralized solutions will more than supplement the shortfalls

it launched confidential compute last month with its Trusted Execution Environment (TEE); strong candidate to perform as Privacy AI takes off in 2026

SN120 Affine: @affine_io is an incentivized Reinforcement Learning (RL) arena for “reasoning”: miners compete to make measurable improvements on tasks like coding

b) AI Training:

SN 3 Templar: @tplr_ai providing the decentralized solution to AI training, and recently cited by the Anthropic Co-founder as the largest decentralized model (they've observed) when discussing compute constraints

c) AI Agent

SN 62 Ridges: @ridges_ai enable AI Software Engineers with the intention of fully replacing human coders.

This is inevitable; AI will become more competent than humans at code, when you have AI coders reviewing and iterating on existing coding using reinforcement learning the software creation will evolve at a parabolic rate

d) AI Trading:

SN 15 Bitquant: @BitQuantAI is the "World’s first crypto AI quant" to automate trading. Most of institutional trading is automated so profitability will come down to who has the best AI quant strategies

SN 8 Vanta: @vantaSN8 crowdsources trading strategies and produces market signals, rewarding the best performers

SN 50 Synth: @SynthdataCo is a price prediction subnet that iniitally focused on Bitcoin price forecast analysis, and has since bridged to more assets

e) Confidential Compute:

SN 4 Targon: @TargonCompute provides secure cloud with high-performance GPUs and CPUs; something that's fast becoming in short supply

f) Data curation:

SN 33 Ready AI: @ReadyAI_ has Harvard incentive designers figuring out the subnet economics for emissions, while making the world's data accessible to AI

g) Vision Models / AI:

SN 44 Score: @webuildscore uses Vision AI to enable businesses to operate more effectively. Recently partnered with @ReadingFC, has a large commercial contract with a European petroleum supplier and many more in the pipeline

SN 72 (NATIX) Streetvison: @NATIXNetwork are partnered with @grabid (Uber of SE Asia)

They recently revealed their "World Vision" tech; autonomous vehicles are going to become more prevalent as geospatial awareness improves. SN72 Streetvision leans into Vision Language Action (VLA) models to capture edge case data sets which will be invaluable for autonomous vehicles

h) Quantum Computing:

qBit labs SN 48 + SN 63: @qBitTensorLabs publicly launched @OpenQuantum_ at Q2B Silicon Valley in front of the leading names in quantum gathering decent attention from big names in quantum

I) AI safety:

SN 60 Bitsec: @bitsecai AI powered code vulnerability detection; something that'll become increasibly important as cybersecurity becomes an increased attack vector

J) DeSci:

SN 68 Metanova: @metanova_labs is an AI drug discovery company developing therapies to reprogram body and mind

SN 76 Safe Scan: @SAFESCAN_AI recently launched a skin scan app to help battle cancer, and has been accepted into the EU-supported UNICORN HUB accelerator

k) Other:

- SN 18 Zeus: @zeussubnet weather prediction systems; invaluable for agriculture and many other industries
- SN 16 Bit Ad: @bitads_ai Advertising leveraging AI systems; "Social Dilemma" vibes returning to the forefront of attention here
- SN 34 Bitmind: @BitMindAI helps with Deep fake detection; something that's going to become increasingly valuable in a world where AI proliferates fake news

Ultimately how I think about the inevitability of a subnet comes down to just a few things:

1) Which subnets are solving for the largest problems; data constraints etc?
2) Can the subnet team execute on their vision?
3) What are the sinks for the alpha token (buybacks from existing commercial arrangements / revenue) and will that outperform TAO?

If you're looking for a more comprehensive analysis on the ecosystem, follow @KhalaResearch and turn notifications on for a new report in the coming weeks

Let me know in the comments on any other subnets tackling lofty problems

[Yuma @YumaGroup]

🚨 New from Yuma:

In our latest report, the Yuma team looks at the fundamental value drivers for Bittensor subnet tokens, their role as OpEx replacements, and a structured method to determine their value.

https://t.co/2wbUSBGDoa

[UnD @Upndown7000000]

@EchelonMarket @Aptos this is why @aptos didnt make it

[UnD @Upndown7000000]

Lucky #777

@nadohq

[Nado @nadoHQ]

The Nado NFT collection will be minted and distributed to eligible wallets on Ink shortly after 3:00 PM UTC (Jan 29).

NFTs will be transferable and tradable immediately upon airdrop.

Sea you later.

[UnD @Upndown7000000]

@Nadohq
프라이빗 알파는 끝났지만
오픈베타 시작전에 파밍하세요!!!!!!

최소 2배이상의 포인트 가치를 기대중
NFT선택으로 버려진 포인트들 배분할지도??

Ref link
https://t.co/X8egf64vda

Ref code
RI0kky7

[Nado @nadoHQ]

7/ More information about Open Beta Season 1 will be shared before it starts.

[UnD @Upndown7000000]

하이퍼리퀴드 상승을 보면서 드는 생각
> 오피니언에 올인

저는 오피니언이나 예측시장은 애드작을 안했습니다. FDV500M이하로 오피니언 프리마켓 나오면 올인 예정

근거 1 알트로 유동성이 미세하게 들어오고 있음
근거 2 예측시장은 정해진 다음 메타
근거 3 수입이나 볼륨도 꽤 쏠쏠한 상태이고 토큰 가격에 따라 revenue fee 다 올라갈거라고 예상