@dineroXBT Good post. Delta-neutral farming makes sense as long as the cost per point stays low and incentives are still bootstrapping real usage.
The real edge isn’t being early — it’s knowing when the trade gets crowded and the edge disappears.
You Were Early. You Just Didn’t Act.
Now that the Lighter airdrop is out, I can officially say it. I told you so. It wasn’t too late to farm. You could’ve made good money from the airdrop while stacking Extended points for free. As usual, most people read it, didn’t farm it, and just watched from the sidelines. Many who didn’t believe it missed out. Lesson learned.
We are less than 24 hours away from starting 2026. Every year people talk about new year resolutions, and every year almost nobody follows through. They say they will start doing things differently and end up doing the exact same thing. This is one of those moments you can actually write down in your notes. In 2026, you either stayed on the sidelines like always, or you finally took action and went for it.
The good news is that Extended, next to Polymarket, is without a doubt the best airdrop to farm right now. After Lighter, I feel grateful and want to give back, so after a lot of thinking I’m starting a different initiative to push you to actually take the first step and go on autopilot.
If you farm Extended using my referral code, you’ll get reduced trading fees and direct access to me on Telegram @dineroXBT. If you can show that you’ve deposited under my ref code and you really want to start farming, I’ll help you personally with efficient delta neutral strategies, fee optimization, mistakes to avoid, and how to maximize points without gambling. By delta neutral, I mean something simple. For example, you go long SOL on one exchange and short SOL on another, splitting your capital between both. One side always covers the other, so you’re not exposed to direction. You’re farming volume and incentives at a cost close to zero instead of losing money doing directional trading, which 97 percent of people do.
You can do delta neutral with Lighter using a free account to cut farming costs, or with another perp dex of your choice. The only thing that matters is keeping the objective clear, which is maximizing Extended points. Personally, I keep using Lighter free to get as many points as possible at an extremely low cost.
I’ll be clear about this. I’m only going to help people who actually deposit and farm with me. There’s no point in DMing me if you haven’t started, since I can check. I’m gatekeeping the advice and only helping the people who support me. I support back.
Ref link
https://t.co/4ZVVCA9CcW
You have one week from now to DM me. For now, it’s not capped. If I cap it, I’ll let you know.
Make 2026 the year you actually acted. Happy farming.
My view on $HYPE unlock!
TLDR :
Bullish, Neutral and Bearish scenarios.
Context
- Tomorrow marks 1 year since $HYPE launched.
- A big unlock is coming, mainly team tokens.
- Normally this means potential sell pressure, but here’s how I see it.
> Before anything:
If any team deserves to sell part of their allocation, it’s Hyperliquid.
- Best tokenomics in the game.
- One of the strongest performances since launch.
- All teams sell, ask to the Ethereum Foundation.
- And HL has been delivering nonstop: buybacks, product releases, volume, community.
So if the team sells, they’re well within their right, and their execution so far suggests they’ll handle it responsibly.
>Important detail:
- Not all tokens have been unstaked…
- So, The “big unlock” is much smaller than people expected.
With that in mind, here are the 3 scenarios I see:
1️⃣ Bullish scenario
- Team sells OTC → no market impact. $HYPE demand is high; they’d find buyers easily.
- They could announce a token burn.
- Or they could deposit their tokens into the upcoming native lending protocol → effectively locking them.
- Or they launch Season 2 airdrops (with or without besties).
➡️ Short-term volatility, long-term community + fundamentals strengthened.
2️⃣ Neutral scenario
- Team sells some tokens, but fully transparently.
- Clear communication of what’s being sold and when.
- Exactly how Ethereum Foundation regularly handles its sales.
- If burn + buyback mechanisms continue, the market can absorb it.
➡️ Temporary chop, but no real damage.
3️⃣ Bearish scenario
- Team sells a large chunk without transparency.
- Hidden wallets, confusing movements, unclear explanations.
- This would hurt community trust, Hyperliquid’s greatest strength.
- Lower trust → lower usage → lower fees → smaller buybacks → more sell pressure.
➡️ Only scenario that truly harms both protocol and price.
> My conclusion
Hyperliquid has shown discipline, innovation, and alignment with users since day one.
If there's one team in crypto that deserves the benefit of the doubt during an unlock… it’s them.
Totally agree with your analysis. They won’t do something as simple as selling now without notice — they know their project is unique and has huge potential.
And honestly, I suspect that beyond money, there are other motivations driving the team. Jeff and the crew already have more than enough; this is about building something big.~~~
OKAY, I’M GOING TO SPILL SOME ALPHA:
Do you have a small portfolio ($5k sitting in stables?) and don’t know what to do?
FARM daily on Extended and Lighter and don’t do anything else.
And before you say it…
“but but but… we are not early anymore”
NO. NOT AT ALL.
You’re still very early on Extended and relatively early on Lighter, which will probably TGE end of year.
Why?
The reasons are simple:
1. Points are still extremely good.
Points are given weekly (Extended on Tuesdays, Lighter on Fridays).
Yesterday I did the math: Extended is paying about 1 point for every $2500 in volume traded.
That means $10k in volume = 4 points, which trade OTC around $12.
Even with small capital, you can easily do $100k/day in volume traded going delta-neutral (long Lighter, short Extended) and get 40 points/day (~$120/day) without taking directional risk. And this doesn’t even include the points you’re getting on Lighter at the same time.
2. The less capital you have, the better your volume:point ratio.
I have friends doing less volume than me and getting a better ratio.
These platforms give worse ratios the more you scale.
So the ideal ratio is literally what they give to the “average joe,” not the whales you see on Twitter.
3. Your timeline tricks you into thinking everyone is farming perp DEX.
Among people who farm airdrops, sure…
but they’re split across six different betas of the beta, jumping around with zero discipline, burning money like there is no tomorrow and getting farmed instead of farming.
The actual play right now is to concentrate capital on the good ones (Extended + Lighter) and stop scattering capital everywhere.
4. Delta neutral = free volume + free points + profit.
You can literally:
– go delta neutral
– farm volume
– catch positive funding fees
– capture spread inefficiencies (long lower on Lighter, short higher on Extended at the same time)
So you’re not just farming the airdrop (you’re literally making money every day), and the POPCAT screenshot shows exactly that kind of inefficiency.
So what’s stopping you?
Are you gonna keep scrolling, or are you actually going to commit and secure a good airdrop?
The ball is in your court.
Extended: https://t.co/4ZVVCA9CcW
Lighter:
https://t.co/ErFvgKP3DW
Use my links to get a point boost and a discount on fees right away.
if i had $10k and was starting in crypto, farming @extendedapp would be my top priority to grow my stack
why? because it’s still MASSIVELY underfarmed.
everyone’s chasing @Lighter_xyz (already crowded and competitive), while Extended is quietly under the radar — that’ll change fast once Lighter’s airdrop goes live (Q4 2025).
tvl $100M | ex-Revolut team | airdrop H1 2026
math is simple:
• 400 pts per $1m volume
• ~$200 fees per $1m
• points trade ~$2.75 OTC (and rising)
→ basically 5X every $1 spent in fees
no need to guess market direction, just be delta-neutral (long 1 ETH on @Lighter_xyz and short 1 ETH on @extendedapp)
based on current projections, Extended fair value ≈ $252m MC and $833m FDV at TGE (30% circulating)
that values 1 pt around $4–$5, ~8X below fair value
use my code and get +15% points and 10% off fees
https://t.co/4ZVVCAaa2u
🔮 Upcoming $MET TGE & My Price Prediction
The long-awaited $MET token launch that all @met_lparmy members and @MeteoraAG users have been waiting for nearly 2 years is finally just days away. ⏳
From the team’s statements, I predict $MET will launch by the end of this year or at the latest early next year.
⚠️ Note: I have no insider info—everything written here is purely my own speculation.
🤔 The FUD Phase
Like every project, $MET has been exposed to its share of FUD. Especially after the Trump, Melanie, and Libra launches, sentiment turned very negative.
But since @MeteoraAG is backed by the same founding team as @JupiterExchange, I believe they navigated the FUD successfully. ✅
💎 2 Key Reasons Why $MET Will Hold Value
1️⃣ One of the Top Protocols on Solana
$MET is among the most used and revenue-generating protocols on Solana.
Take @jito for example:
Back when Solana was $100–150, they did an airdrop.
About 15,000 wallets were eligible.
Even those who staked small amounts of SOL for just 1–2 weeks earned $3,000–$5,000. 💰
Today, many Solana degens may not even know exactly what Jito does, but it’s clearly a top protocol.
📊 Currently, Jito has ~40% in circulation and about $2B FDV.
At its ATH of $5.6, the FDV was around $4–5B.
Another example: @pumpdotfun
Recently launched their token.
Sold 15% of $PUMP at a $4B FDV.
Raised $600M in just 12 minutes. ⏱️
ATH FDV nearly hit $8B.
But while users expected an airdrop, founder @a1lon9 mockingly said it wouldn’t happen anytime soon. ❌
➡️ In other words, they didn’t value their community. And this is where Meteora does things differently.
2️⃣ A Project by the Jupiter Team & Competing in Revenue
Meteora is a product of @JupiterExchange and competes with the top protocols on DefiLlama in terms of revenue.
Even though volumes are lower recently, there were many times when it outperformed:
Uniswap
Jupiter
Hyperliquid
in daily revenue. 📈
Important note: The fees shown on DefiLlama aren’t fully Meteora’s profits—much of it belongs to us small market makers.
Still, this proves that Meteora isn’t just one of the most used protocols on Solana, but across all blockchains. 🌍
💡 Especially during the $Trump launch, the Trump team adding $350M liquidity on Meteora showed just how strong their connections are.
🚀 The Jupiter Example
Meteora adoption really started with the $Jup token launch.
At launch, massive liquidity was injected into certain price ranges to prevent the token from falling.
If it did, the team would buy back their own token to support it.
At first, Jup generated less revenue than Raydium and Orca. But within a few years, it overtook even Uniswap.
The secret? 👉 Listening to the community.
Meteora’s team shares this same culture:
Yes, they’ve made mistakes, but they always managed to redeem themselves.
@0xSoju and Mir host weekly community calls. 🎙️
On Discord, they answer every question and quickly address technical issues.
I believe Meteora’s developers have more technical knowledge and hands-on skill than most Web3 projects.
🐱 The Catstanbul Effect
Those who attended Jupiter’s Catstanbul event surely remember the excitement. ��
With just a single event, the falling $Jup price doubled (2x).
It was a clear show of strength by @JupiterExchange and @weremeow. 💪
📊 My Price Prediction
Putting it all together, I firmly believe that even in the worst-case scenario, the $MET token will trade at around $Jito’s current value (~$2B FDV).
That translates to:
2024 points → 1M points ≈ $500
2025 points → 1M points ≈ $160
⏳ Let’s wait and see together.
📈 May the volume be with you! ⚡
Hoy han nominado a 5000 personas para las cartas de Monad.
No suelo publicar a menudo, pero sí soy fiel a quienes sigo, como por ejemplo @ericonomic, @draeneris, @johnN5c, @dineroXBT, @LexMorenoWeb3, @ProscritoInvest y @SmartDropFarmer.
Os sigo desde hace mucho tiempo y siempre he apoyado vuestras publicaciones. Me encanta Monad y siempre he intentado colaborar en el ecosistema.
Sería un honor para mí tener una de sus cartas. Si alguno pudiese incluirme en una de sus 3 nominaciones, lo apreciaría muchísimo.
Jose
Ostras!!! No me esperaba para nada que me contestases y mucho menos que me nominase nadie. Ya solo la contestación me parece un detalle enorme para mí, y lo valoro muchísimo, eso sin contar la nominación. Muchísimas gracias Dinero!
De verdad que no me lo esperaba para nada, me has alegrado el día.
@onchainschool Gracias Vadym!!. Estoy en el Master onchain intensivo XXIII ed, y fantástico tus videos y directos. De sobra para aprender, pero echo de menos material escrito como éste o pdf/libro. Soy de la vieja escuela :)
🚀¡Nueva serie!
Queremos que todos puedan entender y dominar el vocabulario Onchain
Una vez a la semana publicaremos varias definiciones clave y su significado, para que cualquiera pueda interpretar mejor los datos de la blockchain
Es un contenido nuevo y diferente, pensado para que aprendas y mejores tu lectura del mercado
Si te interesa y quieres que sigamos con esta serie, déjanos tu apoyo