DB Cooper

Internet Money Lover | Defi Believer | 💵Stables Stacker

[Documenting Saylor @saylordocs]

This 2011 lecture from Jensen Huang at Stanford University will teach you more about business than a 2 year MBA

[DB Cooper @dbcooper_btc]

@Axel_bitblaze69 @aaalexhl Maybe the upcoming unlock has been priced in

[DB Cooper @dbcooper_btc]

@0xMakima_ @mezzanine_fi Lmao, he is the ambassador of most defi protocols

[DB Cooper @dbcooper_btc]

@Cointelegraph CME wants that cake :)

[DB Cooper @dbcooper_btc]

@dotkrueger Saylor needs to sell another 32. Make it quick.

[DB Cooper @dbcooper_btc]

@0xTindorr @Strategy Will you reduce your LP size if the STRC reach its par ?

[DB Cooper @dbcooper_btc]

Good Airdrop @BasedOneX

Sold all the allocation around 120M FDV

Got x3 on Fees.

[DB Cooper @dbcooper_btc]

Ngl, hope it got at least 100M FDV @BasedOneX

[DB Cooper @dbcooper_btc]

@SmartDropFarmer Too bad, they only allow a maximum of around 1000 Based pos on LBank

[DB Cooper @dbcooper_btc]

@TomCryptoDefi Yup. Otherwise the spread will eat up all the pnl.

[DB Cooper @dbcooper_btc]

Ngl, hope it got at least 100M FDV @BasedOneX

[The ₿itcoin Therapist @TheBTCTherapist]

When you were right about geopolitical instability but bought Bitcoin instead of gold or silver

[DB Cooper @dbcooper_btc]

@CallumOnCrypto @Exsa_mui @extendedapp What pairs are you looking for arb. Outside of the top 5, on Vari spread the slippage seems to eat all of the pnl

[DB Cooper @dbcooper_btc]

@mikhailtoh @extendedapp @grvt_io Yup, DN, look sexy with high lev, but more than 10x lev still seems risky with unexpected flash crash to me.

[DB Cooper @dbcooper_btc]

@0xLouisT The SWOT part sounds fun 😂

[DB Cooper @dbcooper_btc]

If you are yield seekers, you should not fade Extended Vaults @extendedapp.

1. Last week, with King Tier, you got an extra 30% APR for a total of 35% APR.

2. This week, the extra yield is around 15% APR, making the total yield 20%.

With TVL hovering around $200M and appearing quite stable, I think the yield should not be diluted further.

3. Depositing in the XVS Vault earns xPoints.

These xPoints provide additional yield. At the OTC price of $2.5/xPoint, this adds 6.5% APR.

So, with King Tier, you might get 26.5% APR. I think it is truly juicy in the current market situation.

[DB Cooper @dbcooper_btc]

Epoch 38 with @extendedapp

Wallet 2: $10K XVS Vault - 5 points

Yup, I stop making volume. The points are even lower than last week, around 70 points/$mil vol.

> King tier, 5 points a week for $10K and the $2.5/point OTC, it is an additional 6.5% APR. Not too bad.

[DB Cooper @dbcooper_btc]

Epoch 38 with @extendedapp

Wallet 2: $10K XVS Vault - 5 points

Yup, I stop making volume. The points are even lower than last week, around 70 points/$mil vol.

> King tier, 5 points a week for $10K and the $2.5/point OTC, it is an additional 6.5% APR. Not too bad.

[DB Cooper @dbcooper_btc]

Giving up

Epoch 37 with @extendedapp

Wallet 1 - $2m vol: 100 points/$1mil

Wallet 2 - $3.3m vol: 85 points/$1mil

➡️The cost for running the bot is around 2$/point with this rate. I will stop the Extended bot and try manual DN with other perp dex like Vari next week. Lower the vol, longer holding time OI.

Has been DN Vari for a while and got 3 points on Vari for holding $24k positions the whole week.

[DB Cooper @dbcooper_btc]

Extended Farmer's FDV Math: Bear 500M Reasonable or Bull 1-2B? 🤔 @extendedapp

> Assuming DN with all taker orders and 0 PnL.

> Taker fee: 0.0225%. $1M volume = $225 fees = 100 points (last week). Cost: $2.2/point.

> Assuming 1.2M points/week until end of April.

> At $2.2/point, this implies ~400-500M FDV.

> Checking metrics on @DefiLlama @Polymarket — Extended vs peers as of 12/01/26

> Vs TGE'd protocols: Bear case (metrics flat, OI ~20% Lighter's) → 500M FDV reasonable.

> Bull case: Builder codes + XVS vault + news → better metrics → 1-2B FDV possible.

> Vs other perp DEX peers: Vol/OI not standout yet, competitors look more "genuine".

> Polymarket currently ~50-50 around 500M FDV.

> Conclusion: With 13k xPoints across wallets, I'll be holding for 500M FDV, depositing more into XVS Vault, hoping for upside.

[DB Cooper @dbcooper_btc]

Giving up

Epoch 37 with @extendedapp

Wallet 1 - $2m vol: 100 points/$1mil

Wallet 2 - $3.3m vol: 85 points/$1mil

➡️The cost for running the bot is around 2$/point with this rate. I will stop the Extended bot and try manual DN with other perp dex like Vari next week. Lower the vol, longer holding time OI.

Has been DN Vari for a while and got 3 points on Vari for holding $24k positions the whole week.

[DB Cooper @dbcooper_btc]

Giving up

Epoch 37 with @extendedapp

Wallet 1 - $2m vol: 100 points/$1mil

Wallet 2 - $3.3m vol: 85 points/$1mil

➡️The cost for running the bot is around 2$/point with this rate. I will stop the Extended bot and try manual DN with other perp dex like Vari next week. Lower the vol, longer holding time OI.

Has been DN Vari for a while and got 3 points on Vari for holding $24k positions the whole week.

[DB Cooper @dbcooper_btc]

Epoch 36 with @extendedapp

Wallet 1 - $2.6m vol: 150 points/$1mil

Wallet 2 - $2.4m vol: 130 points/$1mil

➡️Points are getting lower and lower. Not gonna do much vol if it decreases to below 100 points/$1mil