Arrgunn

just going to retweet defi stuff so i can read it later

[Tiffany Fong @TiffanyFong]

absolutely RIVETING video about how to check if your FTX claim is disputed or not w/ my buddy @LouisOrigny co-founder of @ftxcreditor_com

[olimpio @OlimpioCrypto]

Airdrops are dead. Long live airdrops

I’d say it’s a mix of two things - one, the airdrop landscape changed.

(1)

It’s not like you can’t do one on-chain interaction for $10 and get a decent fivefigs airdrop, but those are extremely rare now. There’s a hard focus on liquidity as the main player. And that’s where points were born.

Even more than before, I just see airdrops as APY on top of the APY you are already getting by farming whatever points it is you are farming. Unfortunately, for the small fish, protocols and chains are prioritizing on-chain “evidence” (i.e. liquidity) over transactions. Amount of active users and transactions might have been a cool metric to have to raise funds - but deep down, even if they aren’t bots, it can be tremendously faked and non contributing to the project’s success.

Thus, it has become a very competitive landscape for the smaller wallets, and it has become somewhat predictable for whales. You farm points and know what you are getting. The variables are % airdropped and FDV estimations. Pretty straightforward.

There are outliers, of course $HYPE, NFT communities, etc etc) but that’s the rare case now. It was the rule before.

(2)

Secondly, I’ve personally switch my approach to adapt to these changes, and went back to OG routes - yield farming. These points predictability make it easier and even fun to chaise the best yield, so that’s what my focus is right now. Be it with stablecoins or blue chips, there’s yield out there to get.

I could post farm and yield farming alpha, sometimes i do, and perhaps I’ll start again. Usually those are easier to dilute, so there’s a cross incentive there.

So in the spirit of this approach, here’s some yield farming delta neutral alpha you can do right now (and many many smart whales are doing):

(The action is in SONIC and in BERACHAIN)

- dolomite/euler + BEX + INFRARED

supply stablecoins to euler, borrow eth or wbtc AND bera, and LP on BEX. Then, stake on infrared to get iBGT.

Stablecoin = 1-2% supply apy
BERA = 100% borrow rate
ETH/WBTC = virtually free borrow rate
Infrared = 90% APY
Plus infrared’s possible airdrop (see what i mean?)

Roughly 25-40% APY on your stables, depending on health factor.

Instead of stables, you can supply blue chip and boom, nice apys for your BTC.

- for sonic: check shadow, @AndreCronjeTech’s last tweets, and top protocols in DeBank. See what the whales are doing

- then there’s the usual suspects in Pendle, valid to take a look too.

Have fun frens

[Rekt Fencer @rektfencer]

If you have:

• 0.1 $SOL
• PC/phone
• 10 mins

You can start printing 10-20 SOL DAILY right now

🧵: Here’s how 👇

[Daniele 🟧 ( Meme Quant ) @danielesesta]

Reasons why I am deploying Apes Win on Sonic:

Speed makes the UX seamless, like on web2
Fees Rebates allow us to bond liquidity for free
Airdrop makes sure everyone wins all the time

This is the killer app of @SonicLabs

Hey Anon Wagmi

[Arrgunn @brisketchimp]

@LimitusIntel, buy me a Tesla

[threadguy @notthreadguy]

FULL conversation with flood and frankdegods

hyperliquid

[Superseed @superseed]

The Supersale has now raised over $3.5M in just a couple of days.

A lot of days left...

But not for the second early bird tier.

Grab your share of the 5% discount at https://t.co/oxTpSmshvj!

[Him @himgajria]

Dolos is already the most engaging AI (numbers speak for themselves).
I.e. the most memetic AI.

It’s now also an infra play via Dolion and Primis.

Making it the cheapest sentient meme relative to its counterparts that have half as good characteristics backing them.

[Devin G. | GammaSwap @0xDevinG]

Reasons the new @GammaSwapLabs yield tokens are going to be a 🔥 addition to the protocol

1. The tokens are completely composable (loop it in a money market, trade it on @pendle_fi for leveraged points & to speculate on DEX volumes)
2. They are a token so you can consider the yield as part of capital gains tax instead of income depending on your jurisdictions (NFA)
3. No IL (fuck IL)
4. The yields can be donated to GammaSwap LP pools to scale TVL even further and create negative spreads (a first for any lending market in DeFi ever)
5. Simple to use. No knowledge of hedging required. Just buy the token like stETH or USDe and collect the yield :)

[Joshua | MOZAIK 🇰🇷 @JoshuaDeuk]

Ok, so this is my list of tokens that I've been accumulating or watching/trading under spot or perp.

Like I said a few weeks ago, I've been just focusing on pure market, so wasn't tweeting much.

This is not something you gotta buy right now but I think it's worth adding to your watchlist to buy and hold at some point.

Hope this helps!

1 .BASE Chain
I think it's inevitable with the current situation with Trump and no more SEC. $COIN is the app that's gonna rule the world other than Binance

Base chain is the ultimate beneficiary, and their tx, money flow, spending on each individual has been constantly growing

1-1. $AERO - leading DEX on Base, constantly growing TVL and volume

1-2. $MORPHO - leading lending and borrowing protocol, backed by Pantera and a16z

1-3. $VIRTUAL - AI-related platform with strong team and good ponzi

1-4. $AIXBT - fast-growing AI agent with increasing mind share

1-5. $HENLO - reinforcement learning AI x gaming
https://t.co/xXk2Kvlpxp

2. SOL Chain

2-1. $KAMINO - leading lending and borrowing protocol, backed by Polychain, Multicoin

2-2. $AVB - A16z related
https://t.co/yjUVivZsyC

potential infra INO token airdrop in the future

2-3. $BLORMMY - ZEREBRO beta

2-4. $DEGENAI - first deployed project from AI16Z team, with 8% revenue stream from $AI16Z for DEGENAI buybacks

Now it will have functionalities of AIXBT + Trading Functionalities - Vader is not profitable atm, and there is 8% revenue stream from AI16Z to constantly buy up more DEGENAI

2-5. $ELIZA - infra for basically most SOL AI Agents to integrate when deploying AI Agents

[ardizor 🧙‍♂️ @ardizor]

Step ④: Utilize various analytical tools

➬ Visit @gmgnai

➬ Investigate the major holders and see if any prominent figures or insiders are involved.

➬ Explore the BlueChip section to assess the number of credible supporters of the project.

➬ Labeled wallets facilitate monitoring of insider trades and the allocation of tokens.

[jeff.hl @chameleon_jeff]

Thanks for having me on, Kevin! Enjoyed discussing Hyperliquid’s backstory and vision

[Master Bait @veH0rny]

The worst thing that could ever be streamed on https://t.co/0OYNNfXObI is ETH price action

[Kuji @kujiiii]

Been scooping the $rex dips under 20m

Like always, rekt or glory

[doc🃏 @jkrdoc]

@owen1v9 Elons fave meme this cycle is $NPC fam. The first and biggest meme hybrid token. Sitting at 300m mc. No T1 cex yet and about to get listed on kucoin.

@NonPlayableCoin

[hoeem @hooeem]

How to make it in Q4 2024:

1: Have a @Rabby_io wallet (free FTM gas)

2: Bridge to @0xSonicLabs using @Equalizer0x

3: Load up on some Fanties

4: F*ck around on-chain

5: Buy $goglz @GOGGLES_SONIC

6: Buy $familio @fantomfamilio

7: Buy $thc @TinHat_Cat

8: Buy $sgoat @Thesonicgoat

9: Buy microcap memes you like

10: Run it up and tp when you’re happy

11: Use USDC.E as the stable on Fantom

12: Retire your bloodline

You wish it was that simple? Well it is.

This is NOT financial advice.

These are the core memes + go experiment to find the next core meme on chain.

Once you make cash buy $EQUAL, $TAROT, $BRUSH, $BEETS, $BOO, $SHADOW, $WIGO and more $FTM.

Watch the eco flourish

Ansem (@blknoiz06) is going to bring the casino to Fantom on the run up to Sonic.

🥽 stay on.

There are no memes on Fantom.

I love you.

Familio.

[SpiderCrypto 🧑‍🍳🧲 @SpiderCrypto0x]

Utility plays I'm bidding on $eth:

$vista - New meta competing versus pump fun with more rewards going to LP providers
$farm - PUMP FUN with tax on coins
$E - NEW token standard play.
$chef - ETH PUMP FUN good Ui/ux

[Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience]

Deposited a chunk into @NapierFinance.

Consider:
1. Points are slated to last 3 months
2. Program gives 3-5% of supply
3. First $10M TVL locks in 5x points until the caps are lifted weeks from now
4. PRISMA was CVX-wrapped & low circ supply on launch... it broke $10B+ FDV.

[Arrgunn @brisketchimp]

@jkrdoc bearish

[Airdrop Official 🦇🔊 @its_airdrop]

With hyped airdrops giving peanuts, it's time to focus on lesser-known projects.

StratoVM is an early-stage Bitcoin Layer 2 with a $1M. ecosystem fund.

They just launched their testnet.

⏰ Time taken: 5 mins
💰 Mint the "Early Supporter" NFT.
🎉 Native $SVM token already confirmed.

A thread 🧵 👇