.@nadoHQ opened access to points and distributed them for the Off Season
My PnL -$168, and for that I got 247 points --> so 1 point cost me $0.64
So basically I’m learning to trade, I’m currently in the red on PnL, but Nado partially/fully offsets that with points
Even in the worst-case scenario I’m close to breakeven, and if you take an average valuation of $3 per point, that’s already solid profit
I’m not looking to save a few bucks and trade on useless platforms that are packed with people and abusers
I’d rather spend my time,money here and make money off it
Entry is referral-only mine is in the comments. Spots are limited
If you’ve got a referral, drop it in the comments
Let’s go into the right project
gNado
--> What’s happening with @nadoHQ right now
Season 1 Beta is live
Points emissions are now fixed: 950,000 points/week, usually distributed on Fridays
--> Points supply: there are two options
- (40 weeks):
Alpha: 8.0M
Feedback: 0.08M
Builder/Competitions: 8.0M
Weekly: 0.95M × 40 = 38.0M
Total ≈ 54.08M points
- or (32 weeks):
Weekly: 0.95M × 32 = 30.4M
Alpha: 8.0M
Trading comps: 4.0M
Builder: 3.0M
Off-season activity: 2.0M
Team reserve: 1.0M
Feedback: 0.08M
Total ≈ 48.48M points
--> Point value math
FDV: $1B
Nado allocation: 8%
Points (scenario A): 54.08M
Allocation value: $1B × 8% = $80M
$80M / 54.08M ≈ $1.48 per point
Point value scenarios:
unlikely: ~$0.41
base: ~$4–5
optimistic: ~$12.90
Most reasonable is to try to earn points at $0.50/point that’s the setup where you’re basically guaranteed to be in profit
--> How to earn points
Trading (organic activity, market making, liquidations)
Liquidity / Vault (NLP) is closed right now
Referrals
Events / initiatives
--> Everything looks like a very easy x5–10 in 6 months
Also now instead of needing 1M for 1 referral, you only need to hit 250k
If a referral is inactive, you can delete them
My code is in the comments feel free to grab it
Floor is 0.37 ETH or roughly $1,000 per NFT
There are only 1,200 in total, so at that price the whole collection is worth about $1.25M
For a project that’s planning to distribute $100M–$300M, that feels like pocket change, even if you take the low end
And don’t forget @nadoHQ is currently #1 by fees on @inkonchain and it’ll likely stay that way for the next 6 months
This feels like that exact “guaranteed 10x in 6 months” story
Right now there are literally 2 perp DEXs that are actually worth paying attention to
@nadoHQ this is relative alpha
Not many users yet, activity isn’t overheated, and because of that the drop could be really fat
I burned $100 in fees and farmed 130 points
If the INK math plays out, I’m expecting those 130 points could be valued somewhere around $800-$1300
For $100 spent, that looks like a super solid R/R
@variational_io yeah, the mass shill has already started, but even with that the product is genuinely strong
0% trading fees, up to 50x leverage (depends on the market), a bunch of markets, and a very CEX-like experience
For the drop, they already have Omni Points (a points program running until the end of Q3 2026), and per the tokenomics they’re planning to give ~50% of the tokens to the community
Everything else looks worse, or it’s already overcrowded with people bad R/R
you can trade perps anywhere
but here’s why @nadoHQ gives you better cost to reward math
-> What I did on Nado?
On nado I was basically farming points
For $100 in burned fees, they credited me 130 points
Since I ended up slightly in the red, my cost per point came out to around $1.1
-> How I traded?
I only traded pairs with high Open Interest (OI)
Friends who traded low-OI pairs ended up getting multiple times more points than I did
-> My assumption about the points conversion
As we know, these points should convert into the INK token
And based on rumors, 10% of the allocation is supposed to go specifically to Nado
-> My rough valuation of points and the potential airdrop
If we assume Nado’s share is ~1/3, then (give or take) that’s around 30M points total
Project FDV could land somewhere around $2–3B
For the Nado airdrop itself, I’m expecting ~5–10% of the total supply
So the rough math looks like this:
-Airdrop size: about $100–300M
-Which would make 1 point feel realistically priced around $3–10 (in my opinion)
If it plays out like that, it’s a pretty easy x3–x10 on costs
Yeah, it’s not Lighter, but it’s a very realistic outcome