Panagiotti

| Alpha Connoisseur 𝛂
| Airdrop Farmer 🍅🥦
| Capital Efficiency Maximizer 📉

[Panagiotti @CapitalGardener]

Leaking my Extended (@extendedapp) points valuation sheet👀

I ´ve modeled 3 scenarios for the 30% airdrop in H1 2026 🪂

Word on the street is you shouldn´t fade this while we are still in season 1

How much do you think our points are worth?

[Panagiotti @CapitalGardener]

@Ryuzaki_SEI Where does it say 20k points?

[Panagiotti @CapitalGardener]

@extendedapp Expecting more

[Panagiotti @CapitalGardener]

@Pasta_Capital I along with others wanted to bring in volume but zero response for months. I doubt there was no interest since march

[Panagiotti @CapitalGardener]

@0xTria @variational_io Is it 400k directional or 400k L/S position?

[Panagiotti @CapitalGardener]

@kuhpci22503 Which otc is allegedly priced like this?

[Panagiotti @CapitalGardener]

@SaulCapital Absolute class move. We need more Saul's in this space

[Panagiotti @CapitalGardener]

Extended is the gift that keeps on giving.

XVS Vault with 30%+ APR is truly a gamechanger for all the capital efficiency enjoyers out there.
Vault itself is outperforming vast majority of defi protocols all while being fully liquid, ape dips or farm fundings.

And with @yieldsandmore ref code you even get a nice stimmy daily; the full fee kickback.

All chips are on this one.
Expecting more.

[Panagiotti @CapitalGardener]

@szymon_dara @extendedapp 5 of many reasons to expect much more. I still certainly do

[Panagiotti @CapitalGardener]

@BlurCrypto Absolute gamechanger. Even a boring carry trade+ vault APR beat all defi / lending activities even with less risk

[Panagiotti @CapitalGardener]

@extendedapp Love how far we´ve come. Back in the days, searching and masterminding 20% APR stable strategies..
Now full port chilling in the vault, 35%+ APR all while using the funds as collateral.
Expecting much more

[Panagiotti @CapitalGardener]

@Armv7lFx One of the best reads on X in a very long time.
Truly impressed and gg ser

[Panagiotti @CapitalGardener]

@Quantzilla34 It was also my reaction

[Panagiotti @CapitalGardener]

@rf_extended @HyperliquidX Love to see it. As a capital efficiency maximizer I very much look forward to monday.
Expecting more.

[Panagiotti @CapitalGardener]

@lttlanna @extendedapp @rf_extended Expecting more.

[Panagiotti @CapitalGardener]

@indywest23 Yes for Vari & Extended.
Lighter Wednesday - Tuesday since they changed points day to friday

[Panagiotti @CapitalGardener]

Checking in on my crops of the past week.
Surprised that despite the competition, Lighter is still quite lucrative.
Just find some mid caps with decent spreads and hold for a few hours

Lighter:
Volume: 13.7m
Points: 55.6

Extended:
Volume: 7.2m
Points: 2324

Variational:
Volume: 4.1m
Still no points but got a $791 refund

We keep clicking

[Panagiotti @CapitalGardener]

@indywest23 @extendedapp Thank you ser

[Panagiotti @CapitalGardener]

Leaking my Extended (@extendedapp) points valuation sheet👀

I ´ve modeled 3 scenarios for the 30% airdrop in H1 2026 🪂

Word on the street is you shouldn´t fade this while we are still in season 1

How much do you think our points are worth?

[Panagiotti @CapitalGardener]

@Quantzilla34 As someone who started GOT this summer I very much agree with this take

[Panagiotti @CapitalGardener]

~26% APR stable farm opporunity on @Polymarket

In my view a safe NO for @extendedapp dropping their token this year.

Why?
> Team officially communicates: TGE planned in H1 2026
> Point program still in Season 1, two seasons planned
> Vault tokenization and unified margin are top priority now, makes no sense to TGE before that

I see no world where the TGE is within the next 5 weeks.