Crypto Yield Guy

I referred $140M+ to @Variational_io! Code ‘ OMNIYIELD ‘ gives you an Affiliate Tier 12% boost + BRONZE upgrade!

[Crypto Yield Guy @CryptoYieldGuy]

https://t.co/2vYkt3ydY5

[Crypto Yield Guy @CryptoYieldGuy]

@PlanemoTrading @LuciusLucioVII Find me another Hip3 bot making money while you sleep

Step 1
Join Planemo with a Boosted code
https://t.co/ZkVpKRAs1r
Code: XPGBJ3H6DG = 10% boost

Step 2
Do $3M in @Extendedapp volume

Step 3
Gain access to the gated Hip3 bot (TradeXYZ+HL)

[Crypto Yield Guy @CryptoYieldGuy]

Well. Well. Well.

@Variational_io

[Crypto Yield Guy @CryptoYieldGuy]

Every Trump Iran peace signal dumped oil. Every single one bounced back.

Jan 15: -3% → recovered to end Jan near highs
Feb 2: -3.4% → back up within the week
May 24: -7% → bounced +3% in 2 days
May 27: -5% → WTI +6% on Jun 1

Bought CL-PERP long at $87.74 on @Variational_io
Result: +91.24% at 20x

(ref: OMNIYIELD)

[Crypto Yield Guy @CryptoYieldGuy]

"534k tokens from Hyperliquid Labs will be unstaked today to be distributed to team members on June 6."

$HYPE = $70
11 Employees

534k HYPE * $70 = $37,380,000
Hype Per Employee = $3,398,181

Rather than chasing airdrops, chase early stage companies

(How many HL contributors am I missing? 🤡)

[ryandcrypto @ryandcrypto]

can't wait for the next hyperliquid airdrop

[Crypto Yield Guy @CryptoYieldGuy]

From @PlanemoTrading's Discord 👇

Find me another Hip3 bot making money while you sleep

Step 1
Join Planemo with a Boosted code
https://t.co/tlsqcIypoF
Code: XPGBJ3H6DG = 10% boost

Step 2
Do $3M in @Extendedapp volume

Step 3
Gain access to the gated Hip3 bot (TradeXYZ+HL)👀

[x256.hl @x256xx]

HIP3 Open Interest is literally accelerating

5B$ OI sooner than you think

HIP3LIQUID

[Crypto Yield Guy @CryptoYieldGuy]

@VictorTopDefiG Short long $BIRD/ $USAR on HL printed 💵💸💵

[Crypto Yield Guy @CryptoYieldGuy]

https://t.co/2vYkt3ydY5

[Crypto Yield Guy @CryptoYieldGuy]

@variational_io My code offers a 12% boost + Bronze Tier! 👇

📷https://t.co/tT1f2SYtg8 📷

Beware of people shilling codes and don't have a boost

I'm never scared to post my 'proof of point boost'

[Crypto Yield Guy @CryptoYieldGuy]

@variational_lvs My code offers a 12% boost + Bronze Tier! 👇

📷https://t.co/tT1f2SYtg8 📷

Beware: Some people shilling codes don't have a boost

I'm never scared to post my 'proof of point boost'

[Crypto Yield Guy @CryptoYieldGuy]

@variational_io My code offers a 12% boost + Bronze Tier! 👇

📷https://t.co/tT1f2SYtg8 📷

Many people shilling codes don't have a boost

I'm never scared to post my 'proof of point boost'

[Crypto Yield Guy @CryptoYieldGuy]

So @aspecta_ai's $VAR market implies a $693M FDV!

Allocation 20%
Value/Point $14.90

Allocation 25%
Value/Point $18.63

Allocation 30%
Value/Point $22.36

I have ~1000 points, If @variational_io airdrop=30%, I'll earn $22,360

Code: OMNIYIELD offers a 12% boost + Bronze tier

[Aspecta - BuildKey 🔑 @aspecta_ai]

🔥 @variational_io is coming to Aspecta Pre-Market at 9 AM UTC, Apr 29!

🌍 Auction FDV ranges from $500M to $30M
🔗 https://t.co/qTEDY30EVD

- Long/short to buy/sell future tokens
- Hedge with no liquidation risk
- Decentralized settlement

[Crypto Yield Guy @CryptoYieldGuy]

@Pentosh1 My code offers a 12% boost + Bronze Tier! 👇

✨https://t.co/tT1f2SYtg8 ✨

Many people shilling codes don't have a boost

I'm never scared to post my 'proof of point boost'

https://t.co/pN6XoO2zx5

[Crypto Yield Guy @CryptoYieldGuy]

I'll have 1000 @variational_io points at TGE

Assuming Variational launches at Hyperliquid's FDV, I will be a Millionaire

Variational is still pre-API, and pre-RWA launch

Variational needs a 9.5x increase in OI to surpass Hyperliquid

https://t.co/Z5ReGVS6SX

[Crypto Yield Guy @CryptoYieldGuy]

@0xBaseee @variational_io @Pentosh1 If Variational launches at the FDV of Hyprliquid, I'll be a Millionaire lmao 👇

https://t.co/pN6XoO2zx5

[Crypto Yield Guy @CryptoYieldGuy]

I'll have 1000 @variational_io points at TGE

Assuming Variational launches at Hyperliquid's FDV, I will be a Millionaire

Variational is still pre-API, and pre-RWA launch

Variational needs a 9.5x increase in OI to surpass Hyperliquid

https://t.co/Z5ReGVS6SX

[Crypto Yield Guy @CryptoYieldGuy]

@FrankoYodaa @defiapp What’s the volume/xp ratio? @FrankoYodaa

[Crypto Yield Guy @CryptoYieldGuy]

Update, I just checked it's even higher

[Crypto Yield Guy @CryptoYieldGuy]

Every Trump Iran peace signal dumped oil. Every single one bounced back.

Jan 15: -3% → recovered to end Jan near highs
Feb 2: -3.4% → back up within the week
May 24: -7% → bounced +3% in 2 days
May 27: -5% → WTI +6% on Jun 1

Bought CL-PERP long at $87.74 on @Variational_io
Result: +91.24% at 20x

(ref: OMNIYIELD)

[Crypto Yield Guy @CryptoYieldGuy]

I'll have 1000 @variational_io points at TGE

Assuming Variational launches at Hyperliquid's FDV, I will be a Millionaire

Variational is still pre-API, and pre-RWA launch

Variational needs a 9.5x increase in OI to surpass Hyperliquid

https://t.co/Z5ReGVS6SX

[Crypto Yield Guy @CryptoYieldGuy]

@TotalWorldApps @bulktrade @PlanemoTrading $2.5M is low and BulkTrade didn't mess yet so I don't know what the complaint is referring to

[Crypto Yield Guy @CryptoYieldGuy]

Not farming @bulktrade's new vault (deposits>$2.5M) but flagging it early alpha- worth watching

I'm currently running @PlanemoTrading's bot passively for Hip3 + TradeXYZ volume farming

https://t.co/hzQmlNklFr
Code: XPGBJ3H6DG (10% boost = MAX)

Stat arb algo trades on your behalf- actually built for profitability (Planemo earned me a $20K Lighter Airdrop + $7K profit in 2025)

I'm also keeping an eye on @tread_fi S2 👇

David launches $TREAD > ripple effect across the whole space > @Flowbot_pro, @otomate_trade, Planemo and every farming tool will decides whether to TGE or pull a Jumper

This is a Hyperliquid moment

[Planemo Trading @PlanemoTrading]

Haven't posted on here in over a week.

Why not?

We are an extremely small team and every post here cuts away time from engineering work.

Good news is that we used the time well, and a new exchange integration will go live on Wednesday.🎨

The offering there will include our statistical arbitrage strategy, which will mark the first time we offer this quantitative algo outside of HIP-3.

[Crypto Yield Guy @CryptoYieldGuy]

@defiapp Is there a volume/XP expected ratio?

[Crypto Yield Guy @CryptoYieldGuy]

@ashgang51 @bulktrade @PlanemoTrading Step 1
Join with a ref link
https://t.co/ZkVpKRAs1r Code: XPGBJ3H6DG (10% boost)

Step 2
Do $3M in Extended Volume with Planemo's bot

Step 3
Hip3 bot automatically unlocks (the only bot that's profitable and farms TradeXYZ)

[Crypto Yield Guy @CryptoYieldGuy]

I’m bullish btw, my target for $m7u is 77% more upside to €38

[Crypto Yield Guy @CryptoYieldGuy]

you just applied $AAOI’s full forward EV/Sales multiple of ~8× to $M7U’s entire €102.5M FY26 revenue:

€102.5M × 7.97× = €817M EV → €124/share 🤦‍♂️

This is invalid.

$AAOI revenue growth: +83% in 2025, guiding +117% in 2026
$M7U revenue growth: -16% TTM

$AAOI: 100% AI datacenter exposure
$M7U: 85% pharma/ag/industrial. Only 13% (LayTec, €12.5M) is AI-comparable

You cannot apply the same multiple to both.

Applying AAOI’s 25x P/S to all of M7U is like valuing an entire airport at Rolex’s pricing because 10% of the floor space sells Rolex watches.

The right math 👇

LayTec (€15M) vs actual metrology peers, Nova trades 16× EV/sales, Onto Innovation trades 9×. LayTec deserves 8× (scale discount for 50 employees vs Nova’s 1,610)

€15M × 8× = €120M

Rest of Nynomic (€87M) growing 8–10%, no AI premium → 1.5× sales

€87M × 1.5× = €130M

Total: €250M → ~€38/share vs €21.50 today (+77%)

TLDR: $m7u isn’t 8x undervalued

[LVIS @goose_farming]

$M7U vs $AAOI: tiny German photonics sleeper trading at ~1.4x sales while AAOI trades at ~25x sales

Not financial advice. Speculative DD.

Everyone has watched $AAOI explode on the AI optics story: 800G, hyperscalers, Amazon links, massive revenue acceleration.

But $M7U / Nynomic AG looks like a forgotten picks-and-shovels angle in the same optical / photonics supply chain.

Nynomic owns LayTec, a specialist in optical metrology for advanced semiconductor and thin-film processes. Some investor thesis pieces argue LayTec is highly relevant to InP / compound semiconductor manufacturing, which matters because InP is key for high-speed optical connectivity in AI datacenters.

Now the valuation gap:

$M7U / Nynomic
Market cap: ~€136M
TTM revenue: ~€98M
P/S: ~1.4x
Shares: ~6.57M
Price: ~€20

$AAOI
Market cap: ~$14.8B
TTM revenue: ~$507M
P/S: ~25x

Simple math:

If $M7U traded at $AAOI’s sales multiple:

€98M revenue x 25 = ~€2.45B market cap

€2.45B / 6.57M shares = ~€373 per share

Current price: ~€20.

That is roughly 18x upside on multiple parity.

Does $M7U deserve AAOI’s multiple today? Probably not. AAOI has clearer AI optics revenue momentum and stronger hyperscaler visibility.

But that is the point.

AAOI is already discovered.
$M7U is still priced like a boring German microcap after a weak 2025.

Meanwhile, Nynomic has guided for a recovery in 2026, with revenue expected around €100M–€105M and EBIT margin of 6%–8%. Order backlog has also improved.

The spicy part: there are rumours/speculation around huge customers and LayTec’s role in the AI photonics supply chain. Think compound semis, optical networking, InP metrology, AIXTRON ecosystem, and potential exposure to the same AI datacenter capex wave that made AAOI go crazy.

To be clear: rumours are rumours. Not confirmed revenue. Not guaranteed contracts.

But if the market starts viewing $M7U as an AI photonics / semiconductor metrology picks-and-shovels play instead of a sleepy optical measurement company, the multiple gap is insane.

Current market view: boring German industrial.
Bull case view: hidden AI optics supply-chain asset.

Main risk: low liquidity, limited visibility, and the story never gets discovered.

But the asymmetry is obvious.

$AAOI got the spotlight.
$M7U might be the obscure upstream name nobody is pricing yet.

[Crypto Yield Guy @CryptoYieldGuy]

@davidyjeong @HyperliquidX @vibeliquid_xyz lol