
Co-founder @outrank_xyz. Partner @432fund. Trader & strategist, VC dealflow
Joined March 2015
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$UNI is the hyperliquid for onchain spot.
That must be worth at least 50B fdv right, right?
$XRP price indates that Clarity Act might pass tomorrow. The tell will be tomorrow if crypto is way higher than now, that means Democrats have the votes required to pass. If the price is stalling, then nobody knows and the price should not go down too much. Seems like a clear trade with invalidation before the actual vote!
Bitcoin has been showing a relentless bid while stocks and metals been affected by the usual headlines.
After the last 9 months of a terrible price action, its really hard to trust bitcoin. One thing that is truly clear - that its no longer falling off the cliff like it used to. The bad news barely moves it. That’s what you wanna see while DCAing with every dip.
$BTC being in the green today feels off while Stocks and metals bleed with the increased odds of interest rates hike in the next FOMC.
Watch for ETF inflows numbers later today. Saylor is back potentially blasting tops again. If ETF inflows are lower than 100M today or negative that’s your tell - this little green day is Michael doing some reckless financial engineering again. Stay safe!
bitcoin:native has left the station, and most people are still on the platform: sidelined, or outright short.
Technically we still need to reclaim $83k to confirm a higher high on the higher timeframes. But line up the macro backdrop, where we are in the cycle, and the on-chain data, and every one of them is screaming the same thing: the cycle low is in. Not a certainty, but a high-probability call.
Now the hard part: how do you enter if you're not the guy in the screenshot?
You start today. Open a starter position in BTC and build it every day. If the market is generous enough to hand you a dip to $70k, add there. Waiting for lower with zero exposure is the worst of both worlds: no position if it keeps running, and no conviction to buy if it actually dips.
Buying "high" feels scary if you need to be right tomorrow (you probably won't be). But if you accept that this is the beginning of a new bull trend, the job changes: be in the market, and sell much, much higher two to three years from now. The pressure comes off, and $80k stops looking like a top and starts looking like an average entry on a long enough time horizon.
Here's what I would be doing if I was not positioned: start buying, and add on the dips. Zero crypto exposure right now is the one position that makes no sense.
The new chapter of Sport Trading is coming. Join the waitlist!
Sport. Now an asset.
Great thread on Perp Dex Farming!
TIER LIST & PERP DEX FARMING STRATEGY – 1% PROFIT PER DAY + POINTS
(yea 1% per day, no joke)
It’s been a while since I did a good big farming thread to push the giga-lazy people (you) to farm like pigs 🐷
And since HL, most perps that TGE are a big win for farmers (MYX, Aster, Avantis…), so LETSGO.
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WE’RE GOING TO START BY PRESENTING THE PERPS, THEN I’LL SHOW YOU 5 STRATEGIES, INCLUDING MY STRATEGY TO FARM DELTA NEUTRAL WHILE MAKING GAINS, ABOUT +/- 1% PER DAY NOT COUNTING POINTS (number 4).
NOTE: I’m diluting myself by sharing this strat, so please use my referrals in 2nd tweet, you’ll also pay less fees and make me rich 🫡
NOTE 2: 1% per day is strategy n°4, scroll down if you only want to read that.
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A) PERPS TIER LIST 📈
1) HYPERLIQUID
Really need an introduction?
There’s currently +/- $25B to drop (42% of supply), no need to elaborate.
Best farming strats right now are:
- The classic Hyperliquid
- The builder codes (different interface but pulls HL liquidity) called Based App, which generates +/- $400k of fees per day (backed by Ethena).
A bit more fees on Based, but you farm XP that will be used for their token + tokens from partner ecosystems (like Upheaval).
2) HEAVILY CODED
These are the ones very likely to pay, and where latecomers will bite their fingers:
🕯 LIGHTER: top 2 perp, grabbing nearly 1/3 of HL daily volume.
-> Points went from $10 OTC to $33 each
-> They removed trading fees (yes, that attracts people)
-> +/- 1 point per $70k volume (leverage included, as usual)
-> 250k points distributed weekly, with 10M max and rumors of 30–40% airdrop
Close beta is almost over, right now you need a code to join (dm me only if multi millions volume please, fock poors).
🦔 PARADEX: perp from Paradigm, the derivatives giant.
-> Huge cabal behind the project (ego pumps)
-> Deep liquidity and now 0 fees
-> They want to really compete with HL with spot launching soon
-> Privacy angle (against HL)
We’re currently in S2, it’s open, everyone can join.
(link in 2nd tweet)
3) CODED
🟢 Extended: perp on Starknet (lmfao)
-> Airdrop already announced: 30%
-> Extremely underfarmed, points are easy to get
-> Extended will add lending/borrowing and collateral vaults
-> Gaining traction among HL OGs
-> Founder very active on X, ex-Revolut
-> 1.2M points per week
Cost per point around $0.2. Currently +/- 25M points, projection 100M points (bearish), $200M FDV, 30% airdrop = $0.6 per point, already a x3.
(link 2nd tweet)
🔺 EdgeX: top perp in the Asian community (top 3 in volume).
-> Asians are heavy degens who pump their own bags
-> Top 3 volume
Not the best UX, but it’s growing fast so I’ll secure some volume.
(dm for link)
4) COOKING 👨🍳
🔥 Hibachi: not the best UX/UI imo, but there’s hype and it'seasy to get points. Still very early, no vaults yet.
-> Building with privacy
-> Raised $5M, followed by Arc (Circle’s VC arm)
-> 1M pts weekly
-> One point box per $10k volume
(link 2nd tweet)
🧥 Vest Exchange: I like this one, really building differently with tons of asset choices beyond crypto.
-> They launch IPOs on day 1, nice for shorting stock garbage.
(link 2nd tweet)
5) EARLY 🚨
🌊 Pacifica: growing fast.
-> Only 3rd week of points
-> 500k pts weekly with only 5k wallets now
-> Already top 10 perps, ahead of some bigger ones
-> Private, needs a code
-> On Solana
(dm for code, private atm)
🏹 Ranger: Solana perp aggregator.
-> Aggregates perps like Jumper does with swaps/bridges, so you farm the underlying too, it’s a 2-in-1
-> Just starting to be shilled by CT airdrop diggers (not the big guys yet)
(link 2nd tweet)
6) THE CABAL 🔫
👃 Vooi: perp aggregator backed by Bibi aka CZ mafia.
-> Same as Ranger but on EVM, backed by Binance.
Theory: pump it like Aster.
(link 2nd tweet)
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OK NOW THE DIFFERENT STRATEGIES:
1️⃣ Turbo degen gambler, no time wasted
- Send USD > open random max leverage trades long/short > wait 2–3 seconds > close hoping a candle didn’t wipe out your kids’ inheritance.
➕ Big volume, fast
➖ Sybil risk
➖ Dangerous if market moves against you hard
2️⃣ Classic delta neutral
-> Long 1 ETH on one perp
-> Short 1 ETH on another
Doesn’t matter if it goes up or down, you keep your base money. Useful for working stablecoins without stress.
3️⃣ Funding rate farming
-> Funding rates are fees majority traders (longs or shorts) pay to minority traders.
-> Across perps they differ, so you can get paid on both sides with a delta neutral.
-> Less volume because you hold trades longer, but APR can go >100% in stables.
Pro here is @ilyessghz2, he even made a site for it, GG to him (2nd tweet)
4️⃣ My method, the CHAD method
Often prices aren’t updated instantly during moves.
Example: BTC at $117,100 on Paradex, $117,200 on Lighter.
So:
-> Long the lower price
-> Short the higher price
-> Set identical TP/SL price on both sides
90% of the time, prices converge, so you farm delta neutral + eat arbitrage.
⚠️ Warning: I said 90%. If your TP is $117,050, Paradex might wick lower due to a random trader, while Lighter only dips to $117,058 before bouncing. So this method requires vigilance.
5️⃣ Be a good trader... Sorry, can’t help you here.
----
FINAL WORD
Perps have always been good yield (except LogX lol) and hype is strong now. Unless turbo bear, I don’t see most of the list not at least covering fees.
For any questions, just DM me, I’ll be happy to answer.
Gl Hf
ANOTHER FINAL WORD
Take my refs in 2nd tweet pls you jackals.
The 2.4M $HYPE tokens that got unstaked today are SAFU. After moving the funds around through 10+ different addresses, the owner of the tokens decided to stake it with a different validator.
Long your longs @DefiIgnas
Here is the hash:
app.hyperliquid.xyz/explorer…
Justin retweeted
SPAIN, PORTUGAL, FRANCE HIT BY MAJOR POWER OUTAGE
A widespread power outage struck Spain and neighboring regions in France and Portugal, according to local media sources on Monday.
"At around 12:30 pm this Monday, the lights in homes, businesses and stores across the country went out. Gradually, users have also begun to report problems accessing data and Wi-Fi on their cell phones," local paper La Vanguardia wrote.
Public transportation has halted, metro services are suspended, businesses are closing their doors and public vehicles are immobilized due to non-functioning traffic signals. Currently, authorities have not identified the reason for the blackout.
Justin retweeted
Assets added to the roadmap today: Official Trump (TRUMP)
coinbase.com/blog/increasing…
More relevant than ever
$MORPHO
$XRP - that’s the tweet. It was the best asset in November. Looks like the best asset in Q1 too.
Don’t fight it!
Justin retweeted
1/ Stablecoins are a $100B+ market, but most of the value is captured by Tether and Circle, with users getting no upside.
This cycle we've got Ethena and now Usual enters the game.
A decentralized, transparent, and community-owned stablecoin protocol:🧵
FED is hawkish.
SPX is not gonna be bullish soon.
Possible no or 1/2 rate cuts next year.
Result: Full bags of $USDT.
When things get bullish, I will be back again.
For now, stablecoin farmers talk to me 🚀
$3 $Morpho is just the beginning
Justin retweeted
Replying to @tyler
If Bitcoin Breaks 100k you can bet it will break a million:) – at Cuba













