lub0sh

Smart insights on DeFi 💡
be retail, don't be a sheep, BE SMART.

[lub0sh @_lub0sh]

PERPETUALS DEXs

The biggest opportunity of this bull run?

After the launch of $AVNT and $ASTER, no one doubts that perpetuals dexs are the new meta.

But what to farm next? Here's a guide 👇🧵

[lub0sh @_lub0sh]

@CarOnPolymarket spain 1:0

[lub0sh @_lub0sh]

I see so much people tweeting about @Polymarket because the team has confirmed that they will reward content creators...

The only thing the team wanted to trigger is FOMO and the final phase of parabolic growth before the final TGE. Anyone who gets into Polymarket now is just providing exit liquidity.

Don't be retail, don't be a sheep, BE SMART.

[lub0sh @_lub0sh]

@0xvietnguyen @Ryker_Crypto what?

[lub0sh @_lub0sh]

biggest airdrop of the year incoming ... @Polymarket

[Dustin Karp @digitdustin]

Stopped by @mustafap0ly desk today..

[lub0sh @_lub0sh]

are you farming @nadoHQ for $INK incentives?

then you should farm @hibachi_xyz for $ARC incentives!

early alpha for next big l1 chain
(https://t.co/KJXZtS1LcB)

[NEIGHBORHOOD @yoonjaecheol1]

hibachi arc

$HEAT

@hibachi_xyz @arc

eco system

[lub0sh @_lub0sh]

@apyx_fi and @saturn_credit - protocols essentially channel dividend yields from $STRC shares into DeFi. It’s simple: you swap into their stablecoins, which are then pegged to $STRC shares, which pay a dividend of 11%–13%. Michael Saylor himself supports them via his Strategy X profile:

Even though they didn’t raise much money through funding, support from such a big name could drive the valuation of their tokens at TGE to some pretty insane levels (something like CZ and $ASTER). The risk is a depeg or hack of their stablecoins, or a depeg of $STRC below $95 (the protocols have overcollateralization of around 104%, so they can easily withstand a minor depeg from $100). How buying Bitcoin through this system works is a bit more complicated, but the risk isn’t as great as it seems—Bitcoin just needs to grow 2% annually for Strategy to be able to pay dividends practically indefinitely. On the other hand, I think the R/R is quite favorable for both protocols, since we don’t know which one will be the winner, and they can create tiers. (On May 7, Saturn raised $2M in a seed round, and the TGE is expected in August or when the protocol reaches $500M TVL)

Links:
Apyx: https://t.co/qcwfMk2rSy
(Here is the Layer3 quest: https://t.co/rqKcWmZXCN)

Saturn: https://t.co/S69CijHePz (If anyone would like to help me, please use my referral code: SAT-C7F8B9A0)

[lub0sh @_lub0sh]

@liquidtrading

Another perpetuals protocol from the Hyperliquid ecosystem that has launched a rewards program. A few days ago, they announced an $18M Series A funding round, bringing their total raised to $25M (Paradigm is among the seed investors). In my experience, it’s great to position yourself in these protocols as early as possible; for example, $BASED gave me a nice airdrop, even though I only had a few dollars in volume there. It will likely be the same with TradeXYZ and now with Liquid. The sooner, the better, since these HyperEVM dapps have quite extreme valuations relative to the number of wallets and users they have. We saw this with $KNTQ and $BASED, we’ll see it with PRJX, and certainly with $LIQUID as well.

reff link: https://t.co/cFMYSRMFO3

If you're going to farm this, ideally trade assets that have the xyz symbol next to them; this will allow you to farm 3 protocols: Liquid, TradeXYZ, Hyperliquid

Don't be retail, don't be a sheep, BE SMART.

[Liquid @liquidtrading]

Today, we're announcing an $18 million Series Seed, led by @neo and @leftlanecap, with continued support from Paradigm, General Catalyst, and other top VC firms — bringing our total raised to over $25 million.

[lub0sh @_lub0sh]

@Route2FI can you share list? who you mean? 👀

[lub0sh @_lub0sh]

All airdrops worth 10k+ for a few quests or points are received during a bear market.

Remember $JITO, $JUP, $PRCL?

These are exactly the projects that rewarded people who stayed and continued building, and we all know that cycles repeat themselves.

[HYPEconomist @HYPEconomist]

farming in bull market vs bear market

[lub0sh @_lub0sh]

The right question is: how long will this sector drive cryptocurrencies forward?

And yes, there are many sectors that are developing, and you can earn a lot on them during the next bull market.

@AbstractChain, @HyperliquidX, @tempo, @Polymarket ....

There will be many opportunities, the question is who will manage to position themselves early enough.

[Broly @0x_Broly]

Aside from Hyperliquid and MegaETH is there anything progressing crypto?

[lub0sh @_lub0sh]

Check out @Dreamcash 👇

- backed by Beam Foundation, Selini Capital, and Tether (funding N/A)

Since they are backed by Tether, they could launch at an extreme valuation compared to their volume + today they are launching an incentive program with rewards of 200,000 USDT!

If you're doing delta neutral strategies, this will be your chance to increase your volumes on DreamCash, Hyperliquid, and earn USDT at the same time.

If you go for it, I'd appreciate if you used my referral link: https://t.co/7IMAL1jRO6

[Dreamcash @Dreamcash]

Dreamcash Season 1.

Starts February 18th, 17:00 UTC.

200,000 USDT weekly rewards.

All your Founder Season volume rolls over to XP.

Every referral you made is now earning for you.

Full breakdown 👇

https://t.co/bRCQPweloV

[lub0sh @_lub0sh]

@sol_foxie @debayo_xx thank you!

[lub0sh @_lub0sh]

@ruggedpikachu What airdrops do you mean in point number 6?

[lub0sh @_lub0sh]

And this part matters 👇

FairScale is very clear about how ICO funds are used:

• Product development & expansion
• Go-to-market execution
• Liquidity provisioning
• Team salaries capped at $75k/month

No vague promises. Real discipline.

If we want retail back, we need @fairscalexyz and
@superteam to get more eyes on this promising project! 👀

[lub0sh @_lub0sh]

Crypto has a problem no one really wants to admit:
👉 Bot farms
👉 Sybils win airdrops
👉 We, real users get ignored
👉 People are getting scammed by the same guys

And in the end retails is never coming back because of these problems.

That’s exactly what @fairscalexyz is fixing. ⚖️

[lub0sh @_lub0sh]

💰From the 19th to the 23rd, you have the opportunity to participate in the ICO!

So why I’m bullish on the FairScale ICO on @stardotfun:

• Solves a real Web3 problem
• Strong infra-level use case
• Clear demand from protocols
• It's an 'ownership coin'. Governed by Futrchy (Instead of voting yes/no, you trade on whether a proposal increases token value).

Finally a system that kills all those farmers and bots. That's where I want to live!