Advisor || Variational OG || TrueNorth Truthsayer || Early calls. Real edges
Joined January 2025
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It’s a pleasure to be a Variational OG! The merch is so beautiful and high quality guys
I remember joining @variational_io back in May 2025, while my first post was in July 2025 when the total traded volume reached $1B
It’s great to see an old post of mine again. Not sure why I said 5/6 months to TGE and 500k trading volume, but I guess that was a young Sipa trying to understand better the game and find his place in this beautiful world 😂
It’s been such a great journey so far! I hope you’ve enjoyed it as well and I appreciate all the support received so far ❤️
Thanks to the whole Vari team for this amazing surprise!
Job’s not finished
I don't know you, but fading @variational_io would not be a good idea. It already has significant traction and is still in private beta.
Additionally, 50% of the rewards will go to the community!
My personal recommendations:
1⃣Find a code. (I'll make a giveaway as soon as I get one, otherwise you can keep an eye on their Discord)
2⃣Start generating volume.
I suggest generating at least $500,000 in volume while still in private beta, as early contributors typically receive better rewards. In my opinion, we still have at least 5–6 months before the TGE.
We need to wait for:
- Public access
- Points campaign
- Vault
It's definitely early, but I believe this project has great potential.
People are currently talking about @Lighter_xyz, but in a few months, they’ll be talking about Variational.
Do you understand now?
That’s why I’ve been telling you that if 2020 was about @Uniswap and DeFi Summer, 2027/2028 will be about @metricxyz and tokenized equities
TradFi is coming on-chain, but RWAs lack liquidity, and Metric aims to fix that, with numbers already showing that their system works
What are you waiting for? My code already has a confirmed points boost. Check below
Tokenized stock DEX volume growth, past 7 days
@metricxyz did +$310.9M, more than 10x anyone else
@MeteoraAG and @Uniswap follow at +$26.7M and +$24.8M.
Via @tokenterminal.
Lucas said on a recent podcast with @andyyy that they are already in talks with both the TradFi chickens and the eggs for @variational_io Pro
That is the classic two sided problem. Dealers will not quote a multi dealer RFQ with no clients, and clients will not send flow with no dealers
Those partners can overlap with the Omni list, but the jobs are different. Pro needs firms that will quote options, rates, FX, and structured products, plus the institutions that will actually trade them
Jane Street, Optiver, IMC, or Susquehanna can sit on both. A bank desk like Goldman Sachs, Morgan Stanley, JPMorgan, or a pure OTC house is more Pro-specific
We're going much higher guys. See you in 2 years, and remember that OTC >> Perps
In case you missed it, here's your reminder from @WillyChuang that @get_truenorth is here to stay
Best way to position yourself:
- Join using the code SIPA (there are special community campaigns under my code)
- Use the agent and start trading on TrueNorth on top of Hyperliquid/Lighter/Ondo
- Buying a PRO plan (monthly/annual) gives you a 2x multiplier on retroactive points
app.truenorth.xyz/ref/SIPA
🤝 Paid partnership
My 2027 game plan
- $VAR bag (Fading Pro would be like fading Hyperliquid for a second time. OTC >> Perps)
- $Ink points (Payward/Kraken is building an empire and I want to be part of it. If they reward the community properly, this can be one of the biggest airdrops)
- @get_truenorth points (imagine fading the first agentic brokerage, couldn’t be me)
- @metricxyz points (2020, DeFi Summer, Uniswap. 2027, Tokenized stocks, Metric)
- @ImperialPerps points (First venue on Solana. Top #1 points holder)
TxFlow and other interesting plays are on the list. Never stop clicking guys
Variational (12% points boost + Silver tier): omni.variational.io/?ref=OMN…
Nado: app.nado.xyz?join=fdt3zjk
TrueNorth: app.truenorth.xyz/ref/SIPA
Metric (points boost confirmed): app.metric.xyz/r/sipa
Imperial (2x points boost): SIPA-3L7GAA; SIPA-8CYHSR; SIPA-B3Q39H; SIPA-N8UZXC; SIPA-SVA8W9
🤝 Paid partnership
Chilling with a 2200% APR on @metricxyz
Not sure if we're talking about 2027, but this will definitely be one of the projects to keep an eye on for 2028. Exited months of stealth and already printing good numbers
Metric > Uniswap
(use my code below, you won't regret it. Points boost confirmed)
Been digging into @metricxyz and added it to my high-conviction list of non-perp dexs next to TrueNorth
They’re building on-chain liquidity for tokenized stocks, trying to do for equities what Uniswap did for crypto in 2020
TL;DR
1. Traditional AMMs leak value via LVR (arbitrageurs capture the gap when the pool price stays static)
2. Metric’s active pools use live feeds (Chainlink/Pyth) so the pool tracks the real price and reduces how often LPs get picked off. Especially useful for RWAs with thinner liquidity
3. For LPs: deposit into bins (you choose the shape), the pool rebalances around the reference price, no constant range management
4. Not risk-free, but more efficient/predictable than classic Uniswap-style pools for these assets
2020 – DeFi summer (Uniswap)
2027 – Tokenized stocks (Metric)
I posted twice about the @solana ecosystem
1. Warned yall to stay away from the Ranger ICO. It ended up that no one made money from it, and the project shut down after 2 months
2. Called @ImperialPerps in July the main venue Solana needed. A few months later, we have big accounts and KOLs spreading the word about it
We keep winning
🎥 Perps with cheap fees and deep liquidity used to mean leaving @Solana. Not anymore.
@ImperialPerps brings both and it costs only $1 for every $10K you trade 👇
Do your own research before investing your money in the @ranger_finance ICO
I've seen many paid KOLs in my CT hyping this as the next super-hyped project on @MetaDAOProject, so I decided to dig a bit deeper
Many of these KOLs highlight the fact that this should be the first project on MetaDAO with real revenue. However, overall Ranger is registering very low activity in the previous weeks, even though their TGE is tomorrow
They have not been added to DefiLlama, and they don't have an analytics dashboard on their website that shows volume and revenue, so I relied on some users' dashboards on Dune
Even though the volume has been really low from the beginning, it's evident that both spot and perps activity has been literally zero since November
The same applies to their revenue, which has been stuck at essentially zero since November
To date, they have accumulated only about $250k in fees from both perps and spot combined
Now the question:
Why are they trying to raise an additional $6M from the community at a $15M FDV with these metrics?
Furthermore, back in January 2025, they had a seed round where they raised $1.9M at a $30M valuation (maybe the answer)
It's obvious that with this level of activity and these metrics, both the $15M and $30M valuations are not sustainable at all
So why should whales commit money to this launch when they have more upside potential by betting NO on Polymarket?
It's literally a dead project before it even TGEs
DYOR
Just a few weeks ago, I started trading on @ImperialPerps and have been talking with them daily
I've always avoided perps on Solana. That said, I still believe there's room for a serious winner and so far we haven't seen a truly convincing one
The main problem on Solana is the poor and fragmented liquidity that perp DEXs offer. I think Imperial is going to fix it and I actually want them to become the top venue on the chain
1. The full team is doxxed
2. The CEO @redacted_j is ex-Citadel with an extremely good reputation in the ecosystem. He built the original version of Candy Machine and played a key role in creating the Metaplex NFT standard, both foundational tools during Solana’s NFT Summer in 2021
3. The CTO is @ImperialAttila who previously co-founded Teleport, a DePIN project on Solana that raised $15M
Imperial Prime will give users better liquidity, higher leverage, and better liquidation prices than trading directly on the underlying platforms (up to 500x on some pairs)
It’s basically Proof of Retail, which is exactly what a project on Solana needs
Users earn points, which (among other things) give them wider liquidation ranges. They’re currently distributing 20,000 points per week with a capped total supply
The team has been transparent that the points program has a clear end date and told me how important early users are to them
It's definitely early, but worth a try. Enjoy my 1.5x points multiplier:
imperial.space/refer/SIPA
PS: I’m routing my trades through Flash, cheapest and best execution imo. But if you’re trading on Phoenix, you can do it there and get exposure to 2 projects in 1. Imperial fee are extremely low
For any questions, send me a DM.
Been digging into @metricxyz and added it to my high-conviction list of non-perp dexs next to TrueNorth
They’re building on-chain liquidity for tokenized stocks, trying to do for equities what Uniswap did for crypto in 2020
TL;DR
1. Traditional AMMs leak value via LVR (arbitrageurs capture the gap when the pool price stays static)
2. Metric’s active pools use live feeds (Chainlink/Pyth) so the pool tracks the real price and reduces how often LPs get picked off. Especially useful for RWAs with thinner liquidity
3. For LPs: deposit into bins (you choose the shape), the pool rebalances around the reference price, no constant range management
4. Not risk-free, but more efficient/predictable than classic Uniswap-style pools for these assets
2020 – DeFi summer (Uniswap)
2027 – Tokenized stocks (Metric)
Our second community campaign powered by @get_truenorth has come to an end
The top 15 traders under my code by volume on Lighter/Lighter RH across these 2 weeks will be rewarded with a free monthly PRO subscription:
1- LEKIM
2- TX83BH
3- MBB
4- BUUR
5- Y9CXZJ
6- MURAUM
7- 6KIU8F
8- 4YZ3UU
9- T9YER6
10- NPYRH6
11- T7T9C4
12- 8QHDHY
13- HIGBUY
14- MIHVKP
15- ZSKTY9
In the next days you'll be able to claim the subscription by opening the subscription page, canceling “Annual pay,” and claiming a one-month subscription with a credit card payment of $0
The winners who have also linked their X account to TrueNorth will also be contacted by me personally
A special thank you to @WillyChuang, @moonshot6666, and all the team who made it possible
To celebrate this new integration and features like the Arbitrage Bot (which lets you set up a two-leg trade in one click), a new trading interface, and an options desk:
A new community campaign is live, powered by @get_truenorth
Prize: 15x free 1-month PRO subscriptions
1. Join TrueNorth with code SIPA.
Already joined with SIPA? You’re in
2. Trade on Lighter, Lighter Robinhood, or both through TrueNorth
3. The top 15 users by volume during the campaign win
Starts today. Ends on Oct 19
app.true-north.xyz/ref/SIPA
PS: Only SIPA-referred volume traded through TrueNorth during the campaign counts
Join using the code SIPA and position yourself for future community campaigns:
app.truenorth.xyz/ref/SIPA
🤝 Paid partnership
- At least 25% of the supply will be reserved for the airdrop
- 2.5M points have been removed from sybils in S1. Those points will be used to extend S2 while the team continues working on growth and visibility
- 8.7M total points are in circulation so far
What they’re working on:
• Improved crypto execution with lower costs
• Up to 100x leverage on major US stocks, and even higher leverage on forex, indices, and commodities
• Carbon Prime for algorithmic and high-volume desks trading via the API
• New Trading Competitions
I’ve been one of the loudest, if not the loudest, CT figures talking about @CarbonTerminal over these past months
Whether you like it or not, I really like this decision from the team
Meanwhile they’ve reserved 25% of the $CARBON supply for early users like us
🤝 Paid partnership
Join using the code SIPA and start trading 200+ CFDs on Carbon
25% points boost: app.carbon.inc/ref/SIPA
🤝 Paid partnership
