Cryptophile

🧵Airdrop threador 🤓 Defi Degen 🪄 ICO maxi

[Cryptophile @Cryptophileee]

My current airdrop farming list. May 5.

12 protocols across 3 categories

DeFi (Tier-1):
> Figure Markets (7.4% + points)
> sUSDai (7.3% APY + S2 points)
> Neutrl (~8% APY + points)
> Uniswap V3 $ETH/ $USDT range 1500-2600 (10-50% APR)
> Decibel (Aptos perpDEX LP deal @turtledotxyz)
> AAVE Mantle (~5%)
> GMT pools (10-50% APY + $GT)

DeFi (Tier 2):
> OnRe (11.9% APY + points)
> Loopscale OnRe/USDC (8% APY + points)
> ListaDAO RockawayX PT Yield (~9%)

DeFi (Tier 3 / "anti-FOMO"):
> Cascade (0% APY + points)
> Hylo (~13% APY + points)

Prediction markets:
> Polymarket (running small positions)

Trades I'm running:
> $GUN short (entry 0.015, take 0.01) reopened after +52% close
> $SOL long (entry $129 / $70, TP = $153)
> $BTC long (entry $74k / $67k / $62k, TP = $87k) closed 20% at $78k
> $ETH long (entry $1800, TP = $2500 / $2900)
> $HYPE long (entry $26, TP = $36 / $47) partial closed at $36, waiting for $47 pump
Closed trades:
> $MEGA short (entry $0.125) closed at small loss after ICO claim

ICO watchlist:

> USDai - sold $CHIP allo at x2. Got rekt -$28k on the short. Gambled for no reason... Stupid short...
> Gensyn - exited $AI at +50%. Sold near bottom at 0.0336$
> MegaETH - exited $MEGA at x2. Negative hedge but still in profit
> Billions - sold $BILL via OTC at small profit
> Waiting for Makina TGE

Major changes since the last update:

> Mentally tough month:
1) USDai $CHIP rekt shook me hard;
2) $PRINT scammers wiped all my Polymarket bets;
3) Dumped my $AI ICO bag near the lows
> Some call this a “bounce” or even a “mini bull market.” Nonsense...
> Funniest part: people talking about alt season after $RAVE, $LAB crime scams... LMAO
> Removed @ryskfinance from the list. Don't like current R/R ratio on cash secured puts
> Added stables to ListaDAO Rockaway PT pool. New pool with $LISTA incentives
> Lot of stables back in "treasury" after ICO exits. Waiting. Idle. Not rushing

[Cryptophile @Cryptophileee]

My current airdrop farming list. Apr 9.

13 protocols across 3 categories

DeFi (Tier-1):
> Figure Markets (7.5% + points)
> sUSDai (~8% APY + S2 points)
> Neutrl (~8.4% APY + points)
> Rysk (19%-35% APR + points)
> Uniswap V3 $ETH/ $USDT range 1500-2600 (~10-50% APR)
> Decibel (Aptos perpDEX LP deal @turtledotxyz)
> AAVE Mantle (~5%)
> GMT pools (10-50% APY + $GT)

DeFi (Tier 2):
> OnRe (~10% APY + points)
> Loopscale OnRe/USDC (8.7% APY + points)

DeFi (Tier 3 / “anti-FOMO”):
> Cascade (0% APY + points)
> Hylo (~14% APY + points)

Prediction markets:

> Polymarket (running small positions)

Trades I’m running:

> $GUN short into unlocks (entry 0.033, take 0.01) in profit
> $SOL long (entry $129 and $70, TP = $153)
> $BTC long (entry $74k / $67k / $62k, TP = $89k)
> $ETH long (entry $1800, TP = $2500 / $2900)
> $HYPE long (entry $26, TP = $36 / $47)
> $MEGA short (entry $0.125)

ICO watchlist:

> Waiting for USDai, Billions, Makina, MegaETH, Gensyn TGEs

Major changes since the last update:

> Deposited lots of stables into Figure Markets $PRIME. No looping yet
> Deposited USDC in Loopscale OnRe/USDC. ~9% APY. Solid
> Holding sUSDai (~8% APY now, ~10% expected later)
> Lost $40k+ on $ALMANAK
> Lost $1k in YO vault due to Resolv hack
> Lost ~$5-6k in Drift hack. Reflect - rekt.
> Skipped weekly options strategy via @ryskfinance. Trump going crazy. No ceasefire
> Waiting for @daylightenergy launch. Planning to rotate stables there
> Idle USDC parked in AAVE Mantle waiting for the next DeFi opportunity

[Cryptophile @Cryptophileee]

69% APR on USDT

Cash secured puts on @ryskfinance are finally looking juicy

If you're ready to accumulate $BTC at lower prices, good time to sell some puts

$BTC strike / USDT APR:
→ $59k / 10.5%
→ $60k / 13.7%
→ $63k / 35%
→ $66k / 69%

Expiry: Jun 12 (9 days)

[Cryptophile @Cryptophileee]

My current airdrop farming list. May 5.

12 protocols across 3 categories

DeFi (Tier-1):
> Figure Markets (7.4% + points)
> sUSDai (7.3% APY + S2 points)
> Neutrl (~8% APY + points)
> Uniswap V3 $ETH/ $USDT range 1500-2600 (10-50% APR)
> Decibel (Aptos perpDEX LP deal @turtledotxyz)
> AAVE Mantle (~5%)
> GMT pools (10-50% APY + $GT)

DeFi (Tier 2):
> OnRe (11.9% APY + points)
> Loopscale OnRe/USDC (8% APY + points)
> ListaDAO RockawayX PT Yield (~9%)

DeFi (Tier 3 / "anti-FOMO"):
> Cascade (0% APY + points)
> Hylo (~13% APY + points)

Prediction markets:
> Polymarket (running small positions)

Trades I'm running:
> $GUN short (entry 0.015, take 0.01) reopened after +52% close
> $SOL long (entry $129 / $70, TP = $153)
> $BTC long (entry $74k / $67k / $62k, TP = $87k) closed 20% at $78k
> $ETH long (entry $1800, TP = $2500 / $2900)
> $HYPE long (entry $26, TP = $36 / $47) partial closed at $36, waiting for $47 pump
Closed trades:
> $MEGA short (entry $0.125) closed at small loss after ICO claim

ICO watchlist:

> USDai - sold $CHIP allo at x2. Got rekt -$28k on the short. Gambled for no reason... Stupid short...
> Gensyn - exited $AI at +50%. Sold near bottom at 0.0336$
> MegaETH - exited $MEGA at x2. Negative hedge but still in profit
> Billions - sold $BILL via OTC at small profit
> Waiting for Makina TGE

Major changes since the last update:

> Mentally tough month:
1) USDai $CHIP rekt shook me hard;
2) $PRINT scammers wiped all my Polymarket bets;
3) Dumped my $AI ICO bag near the lows
> Some call this a “bounce” or even a “mini bull market.” Nonsense...
> Funniest part: people talking about alt season after $RAVE, $LAB crime scams... LMAO
> Removed @ryskfinance from the list. Don't like current R/R ratio on cash secured puts
> Added stables to ListaDAO Rockaway PT pool. New pool with $LISTA incentives
> Lot of stables back in "treasury" after ICO exits. Waiting. Idle. Not rushing

[Cryptophile @Cryptophileee]

Perps addiction - activated

New entries: $NEAR and $LIT

1️⃣ $NEAR

Entry: 1.885 / 1.57
Stop: 1.311
Targets: 4.48 ; 5.2

Risk/Reward ratio : 1:6

Pump thesis: CT cabal is pretending privacy is the new narrative and we suddenly need it. Crime pump just like $ZEC

2️⃣ $LIT

Entry: 1.19
Stop: 0.97
Targets: 1.65 ; 2.6

Risk/Reward ratio : 1:3

Pump thesis: The US venture cabal wants to pump its bags. If not now, when do they convince the crowd that $LIT should be worth at least 1/10 of $HYPE’s market cap?

Limit orders for NEAR and LIT already set

[Cryptophile @Cryptophileee]

$CHIP is down 75% from ATH

Don’t tell me this wasn’t a crime pump :)

Where are all the bulls now?

[Cryptophile @Cryptophileee]

Closed: -$30k

Pure casino
Looks like a crime pump
Worst year in crypto for me

Almanak: -$40k
USDai: -$30k

I will never comeback to perps

[Cryptophile @Cryptophileee]

@XavierEkkel Hi, Xavier! Please check dms 😅

[Cryptophile @Cryptophileee]

$SPCX just dropped 44% on Hyperliquid

What’s going on?

cc: @ventuals

P.S. Great arbitrage opportunities - thanks 😋

[Cryptophile @Cryptophileee]

@PreStocks Could you please check your DMs? I have multiple questions regarding the SPCX PreStocks token

[Cryptophile @Cryptophileee]

@serpinxbt I am not here to defend solstice

But which dump are you talking about?
$SLX is still trading around the listing price 0.18-0.22$

[Cryptophile @Cryptophileee]

I’m not a security expert

But I do trust the opsec/security experts here, @PabloSabbatella

Most recent hacks don’t come from the codebase itself, but from poor opsec among core team members

[Manuel Aráoz @maraoz]

PSA: I now consider *all* of DeFi unsafe.

Coding agents are superhuman at finding vulnerabilities, and smart contract security is too asymmetric: defenders need to fix every bug while attackers need just one exploit to steal funds.

[Cryptophile @Cryptophileee]

@phtevenstrong Is it a $SLX win? 😅

[Cryptophile @Cryptophileee]

$SPCX pre-IPO 15% arbitrage?

$SPCX valuation on @PreStocks = $2T
$SPCX valuation on HL = $2.3T

15% spread between platforms

Trap? Or easy profit?

I'm in :)

[Cryptophile @Cryptophileee]

@ProofOfTravis I think we have only BingX perps rn

Funding is -0.22%

So it is impossible to hedge

[Cryptophile @Cryptophileee]

20k $SLX rewards - pretty unexpected, but a big one

A lot of people skipped it, but the @solsticefi team delivered!

$200M FDV isn't bad at all in the current market

Claim: https://t.co/Jn6mCGwamG

CA: SLXdx4BUt2v9uJQNzWqSfzTJ9UKLUDsvxHFMEEdrfgq

One wallet got 20k $SLX drop → $4k at current price

Only 20% unlocked for now. Rest is vested.

Picked 9-month vesting...

Will hedge on perps (waiting for more CEX listings) 🫡

P.S. Shocked it actually paid well!

[Cryptophile @Cryptophileee]

🔥 $SOL’s $ENA Moment Has Arrived 🔥

→ Backed by Wall Street pros & Deus X Capital!

→ Real yield. No ponzinomics!

→ Early farmers will get $SLX airdrop!

Let’s break it down 👇

[Cryptophile @Cryptophileee]

@Cbb0fe Dubai is the best place to live from October to May

From June to August, it’s the best place for cardio and fat burning

[Cryptophile @Cryptophileee]

@NaveenCypto @SystemicStratHL risky...
won't say that $ONDO or $MORPHO are "weak coins"

[Cryptophile @Cryptophileee]

-$30M liquidation incoming...

If loracle.hl ( @loraclexyz ) gets liquidated at $HYPE = $69, HLP might print +2%

Quick math:
→ Realistic backstop buffer: ~$7-8M
→ HLP TVL: $375M
→ 8M / 375M = 2.1%

https://t.co/YClU4OLd4p

[Cryptophile @Cryptophileee]

@DeFi_Dad @saturn_credit @pendle_fi @Morpho Borrow rates are extremely volatile, ranging from 6% to 16%, and liquidity is low

[Cryptophile @Cryptophileee]

@0xMerp Why do these charts look so different?…

$PURR hopium

[Cryptophile @Cryptophileee]

$PRIME / $PYUSD looping: 25% APY

In 34 hours @SentoraHQ PRIME Main will increase absolute cap from 20M to 50M

I expect $PYUSD borrow rate to drop back to 3%-4%
Current $PRIME yield rate is 7.3%

Leverage / LTV / Looping APY

x4 / 75% / 18.7%
x5 / 80% / 22.5%
x6 / 83% / 26.3%

[Cryptophile @Cryptophileee]

@TheHermians pending...

[Cryptophile @Cryptophileee]

@sonyasunkim @3f_xyz @centrifuge How can I access private beta? 🙂🙃