Floppa

Perps researcher

[Floppa @floppa_perp]

https://t.co/0kXmMv1src

[Rose @rosemaxing]

HE SAID “YOU WON’T FEEL A THING.” NOBODY EVER BELIEVES HIM

Veronica walked in with a neck she couldn’t turn for days.

He warned her before the first crack: “I always say this and nobody ever believes me. You really won’t feel anything.”

Crack.

“That looked so scary.”

“Pain?”

“Zero. Zero.”

Then he got to the spot everyone hates.

“Don’t hate me for this one.”

“It’s like a pinch.”

After that, his orders: no gym, no creams, no painkillers for two days.

And no more sleeping on your stomach with your arm up.

“That’s the worst position there is.”

Most people fear the crack.

The real pain was the pinch nobody warns you about. Check comments

[KeeperCF @Keeperssd]

JENSEN HUANG IS OUT AS NVIDIA CEO AFTER 33 YEARS. POLYMARKET IS ALREADY BETTING ON WHO’S NEXT

The man in the leather jacket built a $4 trillion company.

He just resigned.

It started with an affair he admitted to with a Chinese business associate. Then an independent investigation. Then reports the FBI was looking into it.

Nvidia stock fell about 24% in a month. Roughly $1.4 trillion gone.

The board met in an emergency session that ran past midnight.

CFO Colette Kress is now interim CEO

So who gets the job for real? Polymarket’s odds right now:
> Colette Kress: 32%
> Ian Buck: 28%
> Rene Haas: 4%
> Jensen Huang returns: 3%
> Lisa Su: 2%

The market has only a 3% chance he comes back

Most CEOs leave with a farewell letter

Jensen left with a prediction market on his chair.

[Polymarket @Polymarket]

BREAKING: Jensen Huang's second alleged mistress revealed to be Kimberly Powell, Nvidia's vice president of health care.

[Mr.Dog @doggy_bank]

ANTHROPIC IPO IS 8 DAYS AWAY. CRYPTO IS ALREADY TRADING IT 🚨

The numbers just dropped:

> $70-78 per share
> 825M shares, up to $64B raised
> Ticker: ANT
> First trade expected Nov 19
> Q3 revenue $17B vs $1.4B a year ago

One of the biggest IPOs ever.

But you don't have to wait for Wall Street.

On Entropy (HIP-3 on Hyperliquid) the ANTH pre-IPO perp has been live for months:

> $585M traded in 30 days
> #2 market on the whole platform
> traders are pricing in a ~20% IPO pop

This is why @entropyIO just went past $200M OI

Long or short the Anthropic IPO, onchain, before it opens.

Which side are you on?

[KeeperCF @Keeperssd]

I am begging you to send this to Claude Fable 5.2 before bed, it will definitely change how you trade...

Overnight it digs through every @Polymarket wallet and finds the insiders who bet right before the news drops.

Steal this before everyone starts using it:

[Floppa @floppa_perp]

https://t.co/FcBISLCNjd

[Floppa @floppa_perp]

VARIATIONAL JUST WENT PUBLIC. SO WHY IS POLYMARKET LESS SURE ABOUT A 2026 TGE?

Big news: Variational is live on public mainnet.

> The private beta is over
> You no longer need a referral code to sign up
> Anyone can now trade 550+ crypto and TradFi markets

Twenty months after the private beta launched, Variational has:
> $1.5B+ open interest
> $450B+ cumulative volume
> zero fees, made permanent

The checklist is moving
>Before TGE, the team said they needed to ship:
>Public mainnet (done)
>Public trading API (this month)
>Major partnership announcements
>Then the TGE

One down, 2 to go.

But look at Polymarket

> TGE by Nov 30: 9% (up from ~3%)
> TGE by Dec 31: 69% (was 81% a week ago)

Mainnet shipped, but confidence in a 2026 TGE dropped.

My read: the market is pricing the risk that the remaining steps push TGE into Q1 2027. Nothing has been confirmed either way.

Why public mainnet matters for farmers
> No referral code means a flood of new users
> More users means more competition for points
> Points get diluted, and early farmers keep the edge

If you’ve been farming since the private beta, you’re early. If you’re just starting, now is the window before everyone else shows up.

69% at 70c looks like the market is pricing in a lot of doubt.

Keep farming

[Variational @variational_io]

https://t.co/x8yHdKwczX

[Floppa @floppa_perp]

VARIATIONAL JUST WENT PUBLIC. SO WHY IS POLYMARKET LESS SURE ABOUT A 2026 TGE?

Big news: Variational is live on public mainnet.

> The private beta is over
> You no longer need a referral code to sign up
> Anyone can now trade 550+ crypto and TradFi markets

Twenty months after the private beta launched, Variational has:
> $1.5B+ open interest
> $450B+ cumulative volume
> zero fees, made permanent

The checklist is moving
>Before TGE, the team said they needed to ship:
>Public mainnet (done)
>Public trading API (this month)
>Major partnership announcements
>Then the TGE

One down, 2 to go.

But look at Polymarket

> TGE by Nov 30: 9% (up from ~3%)
> TGE by Dec 31: 69% (was 81% a week ago)

Mainnet shipped, but confidence in a 2026 TGE dropped.

My read: the market is pricing the risk that the remaining steps push TGE into Q1 2027. Nothing has been confirmed either way.

Why public mainnet matters for farmers
> No referral code means a flood of new users
> More users means more competition for points
> Points get diluted, and early farmers keep the edge

If you’ve been farming since the private beta, you’re early. If you’re just starting, now is the window before everyone else shows up.

69% at 70c looks like the market is pricing in a lot of doubt.

Keep farming

[KeeperCF @Keeperssd]

🚨 BREAKING: VARIATIONAL IS NOW OPEN TO EVERYONE

No code. No whitelist. The doors are finally open.

20 months ago it was a handful of whitelisted wallets.

Today:
→ $1.5B+ open interest
→ $450B+ cumulative volume
→ 550+ markets - crypto AND TradFi in one place
→ Zero trading fees. Permanent.

Built quietly by 26 quants from Jane Street, Virtu, IMC, Google & Meta. No hype farming. Just $450B in volume before most of you even heard the name.

Points are live. Fees are zero. And the early crowd just got a lot bigger.

[Floppa @floppa_perp]

@Keeperssd @fomo @Pumpfun fact

[KeeperCF @Keeperssd]

just delete @fomo and @Pumpfun

If you don’t delete it now, you’ll end up with nothing.

[Rose @rosemaxing]

CECE ROSE HAS LIVED WITH ARTHRITIS SINCE SHE WAS 12. SHE HAD NEVER BEEN ADJUSTED. UNTIL NOW

Chronic pain everywhere: neck, back, shoulders, hands.

Her fingers swell up. She got so used to it she stopped noticing.

The doctor warned her: “I’m more aggressive than your traditional chiropractor.”

“I felt the first crack and I’m like, there it is. And you just kept going.”

Then a knot in her traps so deep she almost jumped off the table.

“Holy crap, that’s twinging right under my thumb.”

He even adjusted every swollen finger, one by one.

“I’ve never felt this loose in my neck before.”

Most people put up with the pain for years.

Cece didn’t even know what normal feels like.

[Mr.Dog @doggy_bank]

ENTROPY JUST BROKE $200M IN OPEN INTEREST. AND IT'S NOT SLOWING DOWN

Look at the curve:

> Late Aug: $10.7M
> Nov 1: $99M
> Nov 7: $151M
> Today: $200M+

+33% in 3 days. ~19x in 2.5 months.

The rest of the stats are flying too:

> $2B+ volume in 30 days
> 14K+ traders
> 5.6M+ trades
> Sandisk and Anthropic perps doing most of the volume

This is a HIP-3 market on Hyperliquid that most of CT still hasn't touched.

No token. No points announced. Early users are the ones building this chart.

I'm still farming it. Are you?

[Floppa @floppa_perp]

@Keeperssd wow smart

[KeeperCF @Keeperssd]

there’s a bot on Polymarket clearing about $1050 every single day

no AI, no secret signals. just limit orders, parked in the 5-minute crypto markets.

i dug into what it actually does. honestly, a kid could copy the logic:

→ the setup
every 5 minutes Polymarket spins up a new question: BTC, ETH or SOL, higher or lower by the close?

→ the trap
the bot bids on both outcomes at once, at every single price. 1¢, 2¢, 3¢... all the way to 99¢. a full ladder on each side.

→ the timing
the ladder goes up the second the market opens and stays there until 60 seconds before the end. then it vanishes

→ the refresh
every 5 seconds or so it wipes the book and rebuilds it from scratch.

→ the rule
once something fills, it’s locked in until settlement. zero selling, ever.
that’s the whole machine.

the money comes from two very different places.
the near-certain stuff, bought at 90¢ and above, quietly pays 1.5-3% per round. boring, but it almost never misses.

the junk fills are the lottery tickets. when a market reverses late, a share it grabbed for pennies pays out 20 to 30 times its cost.

- who is actually on the other side of this?

panic sellers. bitcoin dips for a moment, someone smashes the sell button on UP, and the price tumbles from 45¢ to 30¢ to 15¢ to 5¢. the bot catches every level of that fall. if BTC climbs back, each of those cheap shares becomes a full dollar.

and the impatient ones. traders who don’t want to sweat the last 1-2 minutes and cash out their UP at 95¢. the bot takes it off their hands, waits for the result and pockets the $1.

size per trade: around $3
hours: all of them, 24/7

profile below: https://t.co/8N46E9XzXQ

[Floppa @floppa_perp]

@Keeperssd wow, he is strong

[KeeperCF @Keeperssd]

HE LOST $60 MILLION IN 3 WEEKS. THEN HE MADE BACK $180 MILLION

If you lost money in crypto and it feels like everything is gone, read this.

Rafa Martinez grew up in El Salvador during a civil war. Bombs outside, hiding under the bed, one new outfit a year for Christmas.

At 12 his family moved to Houston. Five people in a 1.5-bedroom apartment, parents on minimum wage.

Years later he was trading natural gas. During COVID he lost around $60M in three weeks.

He didn’t freeze. He closed the position, flipped his view and made back about $180M.

The number isn’t the lesson. The lesson is that a wipeout is not the end.

0:00 - From El Salvador to Houston
1:14 - Bombs, hunger, one outfit for Christmas
3:26 - "I wasn't going to stop"
4:19 - Five people, one-and-a-half bedrooms
7:07 - Don't waste the chance you have
9:54 - First million, starting as an intern
15:55 - Lost a fortune in 3 weeks. Then he flipped
18:13 - Don't lose your nerve just because you're losing money
23:24 - Up or down, he doesn't panic

He never lost his confidence, but he adjusted when the market changed.

If you panic both when you’re up and when you’re down, this game will break you.

He found a way out of a war, out of poverty and out of a trade that nearly wiped him out. You can find yours.

[Floppa @floppa_perp]

https://t.co/CiYMjrm3Vs

Farming here

[Floppa @floppa_perp]

$54M LEFT VARIATIONAL SINCE THE PEAK. ARE FARMERS EXITING BEFORE TGE?

I pulled Variational’s onchain flows for the last 3 months. Net deposits (deposits minus withdrawals):

> August: +$46.5M
> September: +$123.9M
> October: -$7.8M
> November so far: -$5.9M

September was huge. After the new raise, almost $124M came in, 2.5x more than in August

Since October the money has been flowing out.

Who’s leaving?
> New users in October: +$24.0M in
> Returning users in October: -$31.8M out

New farmers are still coming in, but existing users are withdrawing even more.

Last 30 days: -$22.3M net. New users brought in $15M, returning users took out $37.3M.

User balances
> Early August: $138M
> End of September: $265M (peak)
> Now: $211M

That’s -$54M from the top.

It matches the volume trend on DefiLlama: activity is slowly going down every week.

My read
Part of this is the market. Competitors are seeing the same thing

But some of the big farmers look like they’re done

They’ve got their points and are pulling capital before TGE

For everyone still farming, that means fewer people splitting the same 32% airdrop.

best time for farming - keep building

[Floppa @floppa_perp]

$54M LEFT VARIATIONAL SINCE THE PEAK. ARE FARMERS EXITING BEFORE TGE?

I pulled Variational’s onchain flows for the last 3 months. Net deposits (deposits minus withdrawals):

> August: +$46.5M
> September: +$123.9M
> October: -$7.8M
> November so far: -$5.9M

September was huge. After the new raise, almost $124M came in, 2.5x more than in August

Since October the money has been flowing out.

Who’s leaving?
> New users in October: +$24.0M in
> Returning users in October: -$31.8M out

New farmers are still coming in, but existing users are withdrawing even more.

Last 30 days: -$22.3M net. New users brought in $15M, returning users took out $37.3M.

User balances
> Early August: $138M
> End of September: $265M (peak)
> Now: $211M

That’s -$54M from the top.

It matches the volume trend on DefiLlama: activity is slowly going down every week.

My read
Part of this is the market. Competitors are seeing the same thing

But some of the big farmers look like they’re done

They’ve got their points and are pulling capital before TGE

For everyone still farming, that means fewer people splitting the same 32% airdrop.

best time for farming - keep building