stopdihode.hl

noob since 2017; open for work

[stopdihode.hl @stopdihode1]

@KittenswapHype TGE in 7 days. time for some moonmath again lol

So a while back i ran a lil monte carlo sim to figure out what a fair FDV could be at launch... grabbed data from defillama, coingecko and cryptofees. Stuff like tvl, volume, daily fees etc and benchmarked against other dexes like uni, curve, gmx and pancakeswap.

Based on that i ended up with some conservative multiples:
• 8× annualized fees
• 0.65× tvl
• 0.005× annual volume

I plugged in today’s numbers (tvl ~$37m, volume ~$28m, fees ~$52k) and came out with an average fdv of 75m. Will it actually launch there? No clue. But with hyperevm growing fast and the early traction kitten had, i was happy to farm early and ape into all 3 presales. I stopped farming once the whales moved in, but risk/reward still looks solid long term.

What now? With only 55k hype raised, I think the ROI at TGE could be nice. I’ll probably stick to the plan and derisk around launch. or maybe not. Would be dope to see it push toward 300m+ in the next 6 months tho.
In the meantime i’ve rotated into farming @gliquidx, @hybrafinance and @hyperbloomxyz... all early, all quiet, all onchain. If kitten’s anything to go by, these could follow.

Props to @shinji2048 for shipping, @hypingbull for the early alpha + math, and @blockofgoodhope for the whale juice

ref links if u wanna farm too:
hybra: https://t.co/iMt4I7vxld
hyperbloom: https://t.co/OXs3kvSlhG

[stopdihode.hl @stopdihode1]

@dnapway horrible chart

[stopdihode.hl @stopdihode1]

got too deep into Claude and somehow build a DN trading system between lighter and extended

[stopdihode.hl @stopdihode1]

@PointsGoblin @extendedapp how did you build this dashboard?

[stopdihode.hl @stopdihode1]

@trippan0 @extendedapp What funding spread do you wait for before entering?
&&
Lighter ↔ Extended or different setup?

[stopdihode.hl @stopdihode1]

Claude code max with 4.5 Opus really is a game changer

[ltrd @ltrd_]

I got a lot of messages regarding materials for perpetual swaps (and CFD). Let's focus more on perps and what to do and read to better understand this instrument.

I provide you with articles, exercises and plan to work on perpetual swaps. 🧵

[stopdihode.hl @stopdihode1]

@szymon_dara @variational_io

[stopdihode.hl @stopdihode1]

@Quantzilla34 goated. trynna be like you

[stopdihode.hl @stopdihode1]

@pedma7 impressive ngl

[stopdihode.hl @stopdihode1]

@phoenixstealthy litt what in trying these days

[stopdihode.hl @stopdihode1]

@mmmatt you working on lighter and extended too? i need some help with some stuff can i dm you?

[stopdihode.hl @stopdihode1]

@iam4x looking good

[stopdihode.hl @stopdihode1]

@PointsGoblin @Lighter_xyz i see you

[stopdihode.hl @stopdihode1]

anyone that has experience using hummingbot as a framework for trading hyperliquid, lighter or extended?

[Flood @ThinkingUSD]

NVDA-PERP live on Hyperliquid. The first ever truly permissionless perpetual swap on single name equities in Crypto.

The most important company in the world, trading on the most important exchange in Crypto.

Hyperliquid

[stopdihode.hl @stopdihode1]

you can really just do things

[stopdihode.hl @stopdihode1]

@CallumOnCrypto @extendedapp winner