Dialem

Risk/reward is the foundation of everything in life.

[Dialem @Dialem13]

@CryptoP_A Le cheat ultime restera le prêt étudiant

[Dialem @Dialem13]

@Azeem7236 @vesper_mm @entropyIO Yeah, I saw that. I'll think about it!

[Dialem @Dialem13]

Last week’s results:

My goal was to reach at least $15M in volume, and I managed to do that I actually stopped at $20M!!!
Still on @vesper_mm

Now, let’s see if it was really worth it.

This volume cost me $2,700,so that’s a 135 CPM.
I received $1,700 through the weekly rewards, which means $85 per $1M in volume.

So my net CPM was 50.

And how many points did I get for all of this?

This week, I earned 41,600 points.
1,000 / 41,600 = $0.024

To conclude, I got 1 point for $0.024, which I’m perfectly happy with, especially considering that, as a reminder, the bearish scenario estimated each point at $0.10.

PS: In these calculations, I’m not including the $50 received per account from the new account incentive, since that was only a temporary offer.

For next week, I initially wanted to slow down on this farm, as I felt I was already quite exposed, especially with the growing FUD around Ondo’s communication.

However, this week, volume has dropped significantly while the weekly rewards have remained the same. So there’s a possibility that we could farm points even more cheaply.

To be continued…

[Dialem @Dialem13]

I’m planning to do $15M in volume this week thanks to Vesper.

@vesper_mm lets you sleep while farming your favorite perps at the same time.

A few numbers:

My volume costs me an average of 135 CPM.

Based on previous weeks, the reward pool allowed me to recover around 100 CPM.
So that’s -35 CPM net.
35 × 15 = $525

So I’ll burn $525 for $15M in volume.

Based on my previous experience, I get 1 point for every $500 in volume.
15,000,000 / 500 = 30,000 points
According to the post below, the bearish scenario would value each point at $0.10.

So: 30,000 × $0.10 = $3,000

To conclude, I’m farming $3K worth of rewards for $525 in burn, thanks to Vesper and @OndoPerps .

[Dialem @Dialem13]

@vesper_mm Yes, it's well deserved.

[Vesper @vesper_mm]

while everyone argues about where to farm, Vesper is quietly doing ~$10M in daily volume on @OndoPerps
⠀
100-130 CPM on average. top results on the venue.
⠀
numbers speak for themselves.

[Dialem @Dialem13]

@Azeem7236 @vesper_mm Yes, I've seen it before; I hope it stays that way for a long time.

[Dialem @Dialem13]

I’m planning to do $15M in volume this week thanks to Vesper.

@vesper_mm lets you sleep while farming your favorite perps at the same time.

A few numbers:

My volume costs me an average of 135 CPM.

Based on previous weeks, the reward pool allowed me to recover around 100 CPM.
So that’s -35 CPM net.
35 × 15 = $525

So I’ll burn $525 for $15M in volume.

Based on my previous experience, I get 1 point for every $500 in volume.
15,000,000 / 500 = 30,000 points
According to the post below, the bearish scenario would value each point at $0.10.

So: 30,000 × $0.10 = $3,000

To conclude, I’m farming $3K worth of rewards for $525 in burn, thanks to Vesper and @OndoPerps .

[Dialem @Dialem13]

" @OndoPerps is, in my opinion, the best farming opportunity right now."

A lot of people say this, but very few actually take the time to explain why. So let me break down my reasoning.

@OndoFinance is already one of the leading players in the emerging Real World Assets (RWA) sector. Unlike many new protocols that appear out of nowhere with no token and an uncertain future, Ondo already has live, functional products and its token has been trading for over two years since its TGE. That gives us a much stronger foundation for estimating the potential value of its points program and a possible future airdrop.

Of course, everyone will have their own assumptions these are simply mine.

At the time of writing, ONDO has a fully diluted valuation (FDV) of around $3.4B. Roughly 50% of the token supply is still locked or yet to be distributed.

My assumptions
The points campaign lasts 30 weeks, which seems realistic (we're currently in week 6).
5% of the total supply is allocated to the airdrop, representing approximately $170M at today's valuation.
That works out to around $5.6M worth of value distributed per week.
I also assume the points system will be correlated with the current USDC incentive program.
The numbers

Last week, with $1M in trading volume, I earned $162 in USDC incentives.

During that same week, total platform volume was roughly $750M, with $150K distributed in rewards. That means my share of the rewards represented about 0.1% of the total reward pool.

If we apply that same share to the estimated weekly airdrop allocation:

0.1% × $5.6M = approximately $5,600.

Based on these assumptions, I'd estimate that $1M in volume last week could have farmed the equivalent of more than $5K in future airdrop value.

Of course, this is all speculative. The market could correct, my assumptions could be wrong, the airdrop criteria may end up being completely different, or the allocation could be much smaller.

But even if these estimates are off by a factor of 2x, 5x, or even 10x, I still think the risk/reward remains extremely attractive.

If you found this analysis helpful and you're planning to try OndoPerp, I'd really appreciate it if you used my referral link: https://t.co/ZexBVwthgp

[Dialem @Dialem13]

@vesper_mm When the product is good, we must talk about it

[Vesper @vesper_mm]

Sniper decides for itself. When to enter, what to trade, and when to just wait.

Meet the new mode on @OndoPerps, the smartest one we've built.

It picks its own pair. Every morning it recalculates what trading actually cost the day before and takes whatever works better today. Two markets at once.

Its hours are its own. It only comes out when trading is cheapest, from 21:00 to 24:00 and from 03:00 to 10:00 UTC. The rest of the time it stays out.

It holds both sides of the book. It never chases price.

It knows how to back off. When the market pushes one way, it steps aside and waits instead of leaning in.

It leaves the window early, twelve minutes before the close, so it can shut down calmly.

All of this happens without you.

The new Sniper strategy. Live for everyone.

[Dialem @Dialem13]

" @OndoPerps is, in my opinion, the best farming opportunity right now."

A lot of people say this, but very few actually take the time to explain why. So let me break down my reasoning.

@OndoFinance is already one of the leading players in the emerging Real World Assets (RWA) sector. Unlike many new protocols that appear out of nowhere with no token and an uncertain future, Ondo already has live, functional products and its token has been trading for over two years since its TGE. That gives us a much stronger foundation for estimating the potential value of its points program and a possible future airdrop.

Of course, everyone will have their own assumptions these are simply mine.

At the time of writing, ONDO has a fully diluted valuation (FDV) of around $3.4B. Roughly 50% of the token supply is still locked or yet to be distributed.

My assumptions
The points campaign lasts 30 weeks, which seems realistic (we're currently in week 6).
5% of the total supply is allocated to the airdrop, representing approximately $170M at today's valuation.
That works out to around $5.6M worth of value distributed per week.
I also assume the points system will be correlated with the current USDC incentive program.
The numbers

Last week, with $1M in trading volume, I earned $162 in USDC incentives.

During that same week, total platform volume was roughly $750M, with $150K distributed in rewards. That means my share of the rewards represented about 0.1% of the total reward pool.

If we apply that same share to the estimated weekly airdrop allocation:

0.1% × $5.6M = approximately $5,600.

Based on these assumptions, I'd estimate that $1M in volume last week could have farmed the equivalent of more than $5K in future airdrop value.

Of course, this is all speculative. The market could correct, my assumptions could be wrong, the airdrop criteria may end up being completely different, or the allocation could be much smaller.

But even if these estimates are off by a factor of 2x, 5x, or even 10x, I still think the risk/reward remains extremely attractive.

If you found this analysis helpful and you're planning to try OndoPerp, I'd really appreciate it if you used my referral link: https://t.co/ZexBVwthgp

[Dialem @Dialem13]

@kashdhanda 2kdRnjKNFS18iET335vnu19UpZC4s7c2ddvCiHJPsGeD

[gum @gumsays]

crypto is fucking useless

except when a war starts on a saturday and it's the only market on the planet where 8 billion people can hedge, trade, and move money

but yeah, it has no use case

[Dialem @Dialem13]

@FabianoSolana We need to ask ourselves who the real users of the app are, and imo, it's the 1-100k users. And we can see that they are slightly in favour of zero emissions.

[Dialem @Dialem13]

@Thegreatal36801 @JupiterExchange Lie about what?

[Dialem @Dialem13]

I voted for option 2. @JupiterExchange

I know that many people are very disappointed by Jup's price drop and they're right to feel that way. They're hoping to recover their losses through Jupuary. But I don't think that's the right way to think about it.

With option 1, we can expect maybe a 5–10% recovery at best, at the cost of burning the token.
Option 2 is riskier in my opinion because we are once again putting full trust in the team. However, if they manage to restore investor confidence, we could easily see it back around $1.

I always think in terms of risk/reward and option 2 is the better choice.

[Dialem @Dialem13]

@MasturN8er Yep, that's true, but Jupnet is coming and will certainly bring in a lot of money.
But yes, it's a shame not to take advantage of it right now.

[Dialem @Dialem13]

@inno_ox Yep, all this FOMO imo.
So it's a good idea to think about buying.

[Dialem @Dialem13]

@MasturN8er @JupiterExchange @Titan_Exchange It is by creating competition that we, the users, will get the best prices.

[Dialem @Dialem13]

@jussy_world @cz_binance Lol, he just wanted to treat his mates to a holiday.

[Dialem @Dialem13]

It is when the market is down that the best opportunities present themselves to us.

THX @Loopscale @bulktrade @ExponentFinance