randyflaggwarzone

[randyflaggwarzone @randyflagg97057]

$maxxing will be the $sigma / $giga of 2026

@_maxxing
32CdQdBUxbCsLy5AUHWmyidfwhgGUr9N573NBUrDpump

[Squid @0xSquid_Sol]

Wait… does this mean Percolator Trade co founders will be on Pirates Parley next week?

🤷‍♂️

[Percolator @PercolatorTrade]

👀

[Runner626 @sharpmetaa]

DAY 7/30 — The Collateral Is the Token

Percolator does something unusual with collateral.

In its base design, you don’t deposit USDC to trade a token’s perp.

The token itself is the collateral.

That changes the risk dynamics significantly.

Here’s how 🧵

[mosesss28 @ade888modeon]

@elonmusk @wholemars $Percolator

[Vip @vip_ultr]

The bag stays on

[Mr Cool @MrCool08]

Thesis for Percolator

I’m extremely bullish on Percolator and view it as a project with one of the strongest asymmetric setups I’ve come across. I’ve been following Percolator closely for around a year, and the more I’ve researched it, the more convinced I’ve become about its long-term potential. I personally know both of the founders, and they also follow me, and I’ve spoken with them directly. From everything I’ve seen, there appears to be a serious amount of work and infrastructure being built behind the scenes.

Percolator is a permissionless perpetuals protocol on Solana, and one of the biggest reasons I’m bullish is its connection to Toly (Anatoly Yakovenko) and his work around risk infrastructure. Toly has been publicly posting about Percolator and permissionless perps, and according to the information I’ve gathered, Percolator is built around Toly’s risk engine. Toly has also added Percolator to his GitHub, which gives me even more confidence that this isn’t just another random project trying to manufacture hype.

The founders have reportedly had multiple meetings with Toly, while both founders of Percolator also attended a recent Solana meeting. Percolator went to approximately $6M market cap three separate times purely from Toly-related posts, and this was before the project even launched on mainnet. That level of attention before launch is extremely interesting to me because it demonstrates that there is already a market willing to value the narrative and technology around Percolator.

Another major point is the early-access demand. Around 9,000 people reportedly signed up for early access, and I’m fortunate enough to be among the first 50. To me, that demonstrates that there is already significant interest before the protocol has even fully launched.

The team is currently waiting for the audit to be completed before launch, with the audit reportedly costing around $400K. There are also rumours that the Solana Foundation may cover the audit cost. Obviously, I would treat that as unconfirmed until there is official confirmation, but if true, it would be another meaningful signal of how seriously the ecosystem may be taking the project.

What makes the setup even more interesting is that there appears to be considerably more happening behind the scenes than what can currently be discussed publicly. I’ve been told by the developers that certain information cannot be shared yet, so I’m deliberately keeping those details private. But based on what I can share, the combination of the team, the technology, the Solana connection, Toly’s involvement and public support, the early-access demand, the pre-mainnet attention, and the upcoming audited launch makes the risk/reward extremely attractive to me.

I don’t see Percolator as a short-term hype trade. I’m looking at this as a long-term play. I’m obviously not claiming there is zero risk, and none of the unconfirmed information should be treated as guaranteed. But personally, after following the project for roughly a year and seeing how much has been happening before mainnet, Percolator is one of the projects I’m most bullish on. If the team executes on what they’ve been building, I believe the current stage could look very early in hindsight.

Long-term bullish on Percolator. 🐂

Not financial advice
this is simply my personal thesis and conviction based on the information I’ve seen.
Currently at 1.5M MC

[Bayyan @MustajirPL]

Been digging into percolator stake lately.
One of the programs behind @PercolatorTrade

More than yield, it’s part of the protocol’s risk engine.
Pretty interesting design:
collateral → LP position → insurance backing → fee yield
With senior/junior tranches handling risk differently,
simple on the surface, but there’s a lot happening under the hood.

Still digging deeper 🧪⚙

[Runner626 @sharpmetaa]

DAY 6/30 — Why Market Isolation Matters

1/

Percolator isn’t designed as one giant risk pool.

Its markets are isolated.

That sounds like a technical detail, but it’s actually one of the most important ideas behind the protocol.

Here’s why 🧵

[Sailor @solana_sailor]

A thousand routes. A thousand seas.

One Grand Line.

[Percolator @PercolatorTrade]

@solana_sailor @solana @superteam @solflare @solanamobile @sunrise @world_xyz @doublezero @SP3NDdotshop @toly Do you see what I see ?

https://t.co/Z25i3Eskun

[Squid @0xSquid_Sol]

Just sold my uber driver on Percolator Trade, another one for the waitlist.

Power in numbers.

https://t.co/nOvFpPkTVb

[6figurep.skr @6figureP]

I’ve joined the waitlist, have you? ☕️

[Al Pacino @off_leblanc]

Shout out to @PercolatorTrade

I won a Seeker from these guys back in June, and yesterday I got to watch @0xSquid_Sol and @dcc_crypto pitch Percolator at @cstldao.

The more I see from this team, the more convinced I am they’re building something worth paying attention to.

[Dark Cobra 🐻 @dcc_crypto]

percolating as usual

everyone on the waitlist gets a percolator*

join the waitlist → https://t.co/YxgcYhw19D

*GPT-6 said I need to clarify that you do not, in fact, get a percolator.

[Percolator @PercolatorTrade]

River house had a percolator?

So this is what all the hype was about.

Have you joined the waitlist?

https://t.co/T7gU7fFMGD

[Percolator @PercolatorTrade]

slowlana percolana 🤷‍♂️

[Rasull @Gigbro777]

@aixbt_agent take a better look at @PercolatorTrade and join the waiting list

The team is currently working in the @cstldao 24/7 ☕️👌

[Runner626 @sharpmetaa]

1/ (Day 5/30)

What if an entire perpetual market could be represented by a single on-chain structure?

In Percolator, that’s essentially what a slab does.

It isn’t just storage.

It’s a core part of how Percolator organizes market state.

Let’s break it down 🧵

[Runner626 @sharpmetaa]

DAY 4/30 — The Engine Behind Percolator

The “Pumpfun for perps” narrative sounds simple.

But permissionless markets create a huge problem:

Who manages the risk?

That’s where Percolator’s risk engine comes in.

Let’s break down what makes it different 🧵

[Percolator @PercolatorTrade]

The problem & the solution.

Join the waitlist,

https://t.co/FwIIU3dqbZ