dassem_ultor

Degen | Farmer | Airdrop Hunter
@CryptostoicsDao

[dassem_ultor @dassemultor5]

Started adding $KAITO here, which I plan to stake.

1️⃣ $KAITO staking hit an all-time high:
https://t.co/MTVKpJ8Wi7
2️⃣ New utility coming for $sKAITO:
Holders will receive token rewards tied to specific projects in the upcoming capital launchpad, plus additional utilities to be announced.
https://t.co/7urSTnIoX8
3️⃣ Just broke out of a downtrend
4️⃣ Hype building up—more projects are starting to integrate it
If they honor @pendle_fi $sKAITO YTs for the new launchpad utility, I’m going to ape in hard

[Kaito AI 🌊 @KaitoAI]

16 Million $KAITO staked 🫡

[dassem_ultor @dassemultor5]

@DidiTrading Interesting, for me standard or Premium account made no difference
Real edge is in a script that compares costs across perp venues ranking by Lighter OI
God damn Arcus, Var & Lighter, rebalancing DN positions officially takes me around an hr now

[dassem_ultor @dassemultor5]

@BaldisRH Done
0xDFDA21592b79b6B72f792CC42787aec05d3AE959

[Spy Inc. @SpyIncGame]

https://t.co/GieZegEJwA

[dassem_ultor @dassemultor5]

@ItsAlwaysZonny are you retarted ser? you can LP those fo 10k % APRs in fee pools

[dassem_ultor @dassemultor5]

So you're telling me I can LP tokenized stocks at 10k % APR within a 20% range?

[dassem_ultor @dassemultor5]

@Cryptoyieldinfo Is that not for like 2 ticks of liquidity? Besides SEMIs this cycle are worse than shitcoins

[dassem_ultor @dassemultor5]

@CJCJCJCJ_ Why my bags are dumping ser? When refund since I aped at literal top

[dassem_ultor @dassemultor5]

@BittexXBT Very useful information, I think every person with two eyes can see that
Let me know if you have further thoughts on the market
Also what's the size on that trade, did you size up and it's 2 figs this time?

[dassem_ultor @dassemultor5]

@Route2FI I mean if you don't have to regular job, since you're successful enough you don't have to wake up early it's all good
However I don't think the spike in cortisol is a legit reason, sounds more like a bio-hacking myth

[dassem_ultor @dassemultor5]

@alpinestar17 Ser your size making fake breakouts on the chart

[dassem_ultor @dassemultor5]

https://t.co/ytP3iOYiMC

[dassem_ultor @dassemultor5]

We take 2x here and wait for the dust to settle

[dassem_ultor @dassemultor5]

Building a BTC + ETH calls position here.

Not aping the whole thing at once — scaling in across tranches and watching IV + spot structure for better adds.

If we get the move I’m looking for, convexity should do the rest.

[dassem_ultor @dassemultor5]

Sers if they're going for $KAITO Katalyst our YTs will go bananas...
https://t.co/Q0plNzj63a

[Axis Robotics @axisrobotics]

Something big is coming your way…

Notifications on.

[dassem_ultor @dassemultor5]

@Naeven_ idk ser, last cycle by staking YTs you could easily 5x the investment
Staking for 5% is never a good idea, this is if they can bring good projects onboard
Nothing stops you from hedging via short anyway

[dassem_ultor @dassemultor5]

Building a BTC + ETH calls position here.

Not aping the whole thing at once — scaling in across tranches and watching IV + spot structure for better adds.

If we get the move I’m looking for, convexity should do the rest.

[dassem_ultor @dassemultor5]

@hardtotelll Already up a lot on the YTs themselves

[dassem_ultor @dassemultor5]

Delta-neutral aping some YT-sKAITO here — buying YT while shorting roughly the same $KAITO notional.

My reasoning:

$KAITO looks overheated after the recent run, and I could see this turning into a sell-the-news event while the market waits for Katalyst campaigns to actually go live. Ironically, that uncertainty might be the best time to enter YT—before the reward flow becomes obvious.

Katalyst allocates 20% of every TGE campaign pool to $KAITO stakers and YT-sKAITO holders. Kaito also has the X data partnership behind the product, and the team has already shown that it can bring credible projects into its ecosystem.

Last cycle, aping YT early gave me roughly a 3x on the YT price alone, not even counting multiple solid airdrops.

YT is currently pricing around 32% APY with 181 days remaining. Obviously, the 20% allocation does not mean a 20% return—the size of the campaign pools and the amount of eligible stake both matter.

The actual bet is simple: can Kaito onboard enough quality TGEs over the next six months for the cumulative rewards to outperform what is currently priced into YT?

I think so.

Plenty of unknowns, so sizing accordingly - but I like the asymmetry.

[dassem_ultor @dassemultor5]

@hardtotelll This is going to cook, I'm just DCAing the YTs

[dassem_ultor @dassemultor5]

@CallumOnCrypto I think I got 80 points per million
Just trading lowest OI and volume RWAs with low spread

[dassem_ultor @dassemultor5]

Everyone is talking about the new perp incentives:

@OndoPerps — $175k/week
@PhoenixTrade — $105k/week
@nadoHQ — up to $100k/week

But when you actually look at the OI, volume, fees and funding, I doubt the incentives alone will be that profitable.
Most of the rewards will probably go to professional MMs with better fees, execution and infrastructure. Retail isn’t really competing on equal terms here.

Unless you’re already farming points on one of these exchanges, I don’t think it makes much sense to move volume there just for the weekly rewards.

Better R:R is probably still to trade on the exchange you think has the biggest token upside and treat the cash incentives as a bonus.