devilon

hunting inefficiencies since 2021

[devilon @devilonnn]

https://t.co/O8Bj7duL2e

[devilon @devilonnn]

Everyone is talking about tokenized stocks, but the real product might be perps

Variational just reported $244B in total volume, $859M OI, $138M TVL and almost $2M net profit in 2 weeks

That is the part most people are missing

RWA perps are not only about tokenized stocks or pre-IPO hype. They are turning 24/7 price discovery into an onchain product

Crypto traders used to wait for TradFi markets to open

Now TradFi assets are starting to trade like crypto

[devilon @devilonnn]

@TamilCrypt0 @ProfessorCornel Try recheck bro. Should be working now. Btw official bridge = deposit from Ethereum to Base with native bridge on superbridge , this route

[devilon @devilonnn]

Public markets just got front-run by crypto perps

SpaceX’s announced starting price was $171/share. One minute before that, the SPCX perp on Hyperliquid was trading at 171

That’s the whole thesis in one screenshot: price discovery is moving from 9:30-4 TradFi venues to 24/7 synthetic markets

Not every perp is real signal. But when enough people trade the same asset, Nasdaq starts looking more like the confirmation layer

[devilon @devilonnn]

Public markets just got front-run by crypto perps

SpaceX’s announced starting price was $171/share. One minute before that, the SPCX perp on Hyperliquid was trading at 171

That’s the whole thesis in one screenshot: price discovery is moving from 9:30-4 TradFi venues to 24/7 synthetic markets

Not every perp is real signal. But when enough people trade the same asset, Nasdaq starts looking more like the confirmation layer

[MLM @mlmabc]

Hyperliquid (Tradexyz) traders predicted the exact opening price of SpaceX.

The Hyperliquid SpaceX perp was trading at 171 just 1 minute before they announced the starting price of $171 per share.

https://t.co/qnBciEGvHf

[devilon @devilonnn]

@ProMint_X

[devilon @devilonnn]

Prediction markets are becoming the new headline layer

A vague Trump line about the US taking equity stakes in AI companies instantly became a tradable map on Polymarket

When I checked, Anthropic was around 45%, OpenAI around 25%, and NVIDIA around 17% for a US government stake by year-end

That’s the real shift. CT is not just reacting to news anymore, it is pricing the policy path before details exist

Sometimes the market is wrong. But the format is insanely powerful: headline -> odds -> debate -> new narrative

The timeline argues. The market puts a number on it

[devilon @devilonnn]

Prediction markets are becoming the new headline layer

A vague Trump line about the US taking equity stakes in AI companies instantly became a tradable map on Polymarket

When I checked, Anthropic was around 45%, OpenAI around 25%, and NVIDIA around 17% for a US government stake by year-end

That’s the real shift. CT is not just reacting to news anymore, it is pricing the policy path before details exist

Sometimes the market is wrong. But the format is insanely powerful: headline -> odds -> debate -> new narrative

The timeline argues. The market puts a number on it

[Polymarket @Polymarket]

JUST IN: Trump announces the government will seek equity stakes in top AI companies to make the public “very rich”

[Cornel @ProfessorCornel]

🎉 Eligible for 10,900 $BASE

💰 Estimated Value: $54,000

Should I retire already? 😂

Nothing confirmed yet — just having some Friday fun.

Check yours:
https://t.co/x62ay2wp9y

[devilon @devilonnn]

Base farming is about to get a lot less brainless

The obvious signal is Base saying it is beginning to explore a network token. Everyone saw that

The real signal is what happens next: the meta shifts from random swaps to proving you actually create value onchain

If Base ships a token, I doubt the cleanest edge is 500 dust txs from obvious farm wallets. The better bet is real usage, real apps, real volume, real identity, real contribution

This is not another L2 farm

This is Coinbase trying to turn onchain activity into a distribution engine

[devilon @devilonnn]

@0xVishnya

[devilon @devilonnn]

@nebivs

[devilon @devilonnn]

https://t.co/O8Bj7duL2e

[devilon @devilonnn]

@ProfessorCornel Thanks bro!

[devilon @devilonnn]

Base farming is about to get a lot less brainless

The obvious signal is Base saying it is beginning to explore a network token. Everyone saw that

The real signal is what happens next: the meta shifts from random swaps to proving you actually create value onchain

If Base ships a token, I doubt the cleanest edge is 500 dust txs from obvious farm wallets. The better bet is real usage, real apps, real volume, real identity, real contribution

This is not another L2 farm

This is Coinbase trying to turn onchain activity into a distribution engine

[devilon @devilonnn]

@base @baseapp ~$3,240 for users

$100k+ for builders

Receipts ↓
https://t.co/oiCLQZBXD6

[devilon @devilonnn]

https://t.co/O8Bj7duL2e

[devilon @devilonnn]

223 wallets have already checked my Base airdrop calculator. The average estimate came out to 6,485 $BASE per wallet

At a $5B FDV, 10B token supply and 25% airdrop allocation, that would be around $3,240 for the average wallet

@base is no longer hiding the token path. Aidrop is closer than most think!

I still believe base won’t disappoint. Everyone who actually touched the ecosystem might be very happy they did

[devilon @devilonnn]

Base wrote it in their own docs

"qualifies you for potential future rewards"

Not a leak. Not a rumor. It's sitting in the builder codes documentation

Everyone is farming swaps while the actual hint is in plain text

[devilon @devilonnn]

@base @baseapp @buildonbase full playbook in the pinned article: 6 ecosystems that paid builders, the dashboards base uses to track apps, my exact claude prompt

receipts for every claim ↓
https://t.co/oiCLQZBXD6

[devilon @devilonnn]

https://t.co/O8Bj7duL2e

[devilon @devilonnn]

Base wrote it in their own docs

"qualifies you for potential future rewards"

Not a leak. Not a rumor. It's sitting in the builder codes documentation

Everyone is farming swaps while the actual hint is in plain text

[devilon @devilonnn]

@0xVishnya So cheap for Platinum Card, need buy

[devilon @devilonnn]

https://t.co/O8Bj7duL2e

[devilon @devilonnn]

@watashi_wu @base @baseapp Gm mate. Let's go