StanPoldark

Fables TGE 延期到 10/20，这次公告我觉得需要理性看待。 先说好的：$FABLES TGE 最大 liquid supply 75M，$PROLOGUE 25M allocation 没变，Team TGE 0 liquid，40M 永久锁定为 veFABLES。代币结构本身并不是单纯变差。 但社区不满也完全可以理解。 最大的问题不是延期两周，而是 Points 继续以 250M/week 增发到 10/19，同时 Points → $FABLES 的最终转换率、lock multiplier 要到 10/12 才公布。对于已经投入资金和时间刷 Points 的用户来说，这意味着临近 TGE 才知道最终经济权益。 更值得关注的是 TVL。 Fables 在此前高 APR、Points 激励和 TGE 预期下吸引了大量 LP，但近期 TVL/流动性出现下降，这说明部分资金可能已经开始提前撤出、等待最终规则，而不是单纯追求长期 LP 收益。消息出后，TVL下降了几M了。 这其实是一个很重要的信号： 如果 Fables 的真实交易量和 fee revenue 能继续增长，TVL 的短期下降未必是坏事，反而可能淘汰纯粹的 mercenary capital。 但如果 TVL、Volume 和 Fees 同时下降，那就需要警惕：之前的增长有多少来自真实需求，又有多少来自 Points farming 和激励。 所以我现在不会因为延期直接看空 $FABLES，因为我是 robinhood:0xb9972ca7188e511174947e3936a5315ac7073277 holder💀 真正决定 TGE 后表现的，是 10/12 公布的三个数字： Points → $FABLES conversion Liquid vs veFABLES lock multiplier Long-term emission schedule Fables 已经有真实市场、交易量和 fee revenue，这一点比单纯的 points narrative 更重要。 但 TGE 前重新调整规则，确实损伤了社区预期和信任。 现在最重要的不是继续喊 FUD 或喊 bullish，而是看最终 tokenomics 能不能让「真实交易手续费 > emissions 带来的卖压」。 That’s the real test for $FABLES and robinhood:0xb9972ca7188e511174947e3936a5315ac7073277

I’ve applied for the @jumperapp $JUMP public sale on @legiondotcc . Here’s how I’m looking at it 👇 🟣 Sale terms • Sale: Sep 29 – Oct 2, 2026 • Price: $0.075 / JUMP • FDV: $75M • Raise: $2M target / $3M hard cap • Total supply: 1B JUMP • Public sale: 4% / 40M JUMP Vesting: 50% at TGE + 50% released monthly over 4 months. Investor tokens have a 12-month cliff, while team tokens have a 24-month cliff. $JUMP is positioned as a utility token for the Jumper ecosystem. Staking/locking is designed to provide fee discounts, reward multipliers and service perks. There is no governance right, and Jumper says its fee/buyback/staking value mechanisms are still under design. My application: I submitted a $3,000 pledge on Sep 29, with a $1,000 minimum, signed the agreement, and my application is currently under review by the project. If I receive the full $3K allocation, that would be 40,000 JUMP. At $0.15 → $6K / +100% At $0.30 → $12K / +300% At $0.05 → $2K / -33.3% These are valuation scenarios, not a prediction or guaranteed return. Allocation itself is not guaranteed. Republic participants also have a chance to receive an allocation from the reserved 5% pool. I’m interested in seeing whether Jumper can turn its existing product usage into sustainable demand for $JUMP. Official sale terms: help.legion.cc/en/articles/1… Join Legion: legion.cc?homie=54C0DF27 @jumperapp

Jumper briefing: One shipped-product fact: Jumper already offers a consumer-facing onchain trading experience for swapping and bridging assets across chains. It’s the product users interact with, while LI.FI is the underlying liquidity aggregation/orchestration infrastructure. One dated activity metric: as of Sept. 25, 2026, Jumper reported 100K+ monthly active users and more than $40B in cumulative trading volume. Important distinction: 100K+ is a monthly-user metric, not a wallet count. And $40B is trading volume, not revenue. Jumper and LI.FI should also be treated separately: Jumper is the consumer product; LI.FI provides infrastructure. Source: View article @jumperapp

I explored Jumper’s cross-chain swap/bridge flow today. What I found interesting is that Jumper doesn’t just give you a single bridge route. For example, when moving WETH from Base to ETH on Ethereum, Jumper can compare available routes and show key execution details before you confirm: • amount you’ll receive • price impact • slippage • number of steps • gas cost • estimated bridging time You can then select the route that makes the most sense and execute it from the same flow. I also like that the transaction can be tracked through Jumper’s Scan after execution, including the intermediate transactions. Everything above is based on the currently available Jumper flow/documentation that I checked. I’m not treating any unreleased roadmap functionality as live functionality. Source: jumper.exchange/bridge/base-… @jumperapp

**CarrotFunding, explained.** Pay a one-time fee. Pass a challenge that tests whether you can make money without blowing up. After that, trade their capital and keep **80%** of profits. No monthly subscription. No countdown clock. That is the whole pitch. The rest is in the rules. ### Two ways through the door **2-Phase** Hit **5%**, then hit **8%**. Daily loss cap: **5% of equity**. Overall cap: **10%**. No “best day” rule. Usually the cheaper path. **1-Phase** One target: **8%**. Tighter rails: **4%** daily, **8%** overall. Plus the consistency rule: no single day can be more than **50%** of total profit. Fast if you are clean. Unforgiving if you spike one lucky session. Shared terms on both paths: - No time limit - No minimum trading days - No “trade every day or we close you” inactivity wipe - Account sizes from **$5k to $100k** - Fee is one-time (roughly **$65–$699** on 2-Phase, **$75–$799** on 1-Phase, depending on size) You can pass in a handful of good trades. You can also fail in one sloppy afternoon. ### Equity is the number that kills you Carrot does not only watch closed P&L. **Daily loss** is an **equity** line. Open trades and floating drawdown count. The daily floor is recalculated at **00:00 UTC** off that day’s starting equity. A position that looks fine on realized balance can still trip the daily limit if it goes red before you close it. **Overall max loss** is anchored to the account’s starting / high-water framework in the rulebook — still treat it as a hard stop, not a suggestion. If you pierce the line, the challenge is over. No debate, no “but I would have recovered.” Practical takeaway: size as if the worst print on the open book is already real. Because for the daily rule, it is. ### After you pass Funded split is **80 / 20**. You keep 80%. The other 20% goes into their on-chain vault. Payouts: - On demand - Minimum **100 USDC** (so you need about **125 USDC** gross profit before an 80% split clears the floor) - Close every position and pending order first - Wait a short buffer after the last close - Account pauses while the payout processes - Official target is **within 24 hours**, on-chain (USDC; they have used Arbitrum and have been moving vault infrastructure onto HyperEVM) - After it lands, risk limits reset and you can trade again No monthly fee on the funded side. The challenge fee is the ticket. It is generally **not** refunded as a first-payout rebate. ### What you can and cannot do Allowed, relatively speaking: - Intraday, swing, grid - News trading - Weekend holds - No forced stop-loss - Crypto, commodities, stocks, indices — **175+** markets - Leverage typically **up to 5x** per position (or whatever Hyperliquid caps that market at, if lower) Constrained: - You trade **their terminal** - Fills go through **Hyperliquid’s on-chain book**, not MT4/MT5 - No bots, no AI auto-execution, no copy trading, no hedging / multi-account games - No exploiting latency, glitches, or coordinated flow This is built for someone with a manual (or at least non-prohibited) process and a drawdown budget. It is a bad fit if your edge is scripts, signal following, or one oversized lottery ticket. ### Why it is different from a generic prop shop Carrot sells itself as **DeFi-native**: challenge access minted as an NFT, vault addresses published, payouts meant to be checkable on-chain instead of “trust the dashboard.” Execution is Hyperliquid, so you are living with that venue’s liquidity, listings, and leverage caps — not a synthetic CFD kitchen. That transparency is the marketing. The actual filter is still the same as every prop: can you hit a number without touching the equity rails. ### Who should buy a challenge Good match if you already know your risk per trade, can sit through noise without revenge-sizing, and do not need a broker platform you already have muscle memory on. Bad match if you need 50x, EAs, copy systems, or a strategy that only works when one day does all the work (that last one specifically fails 1-Phase). Read the live rulebook before paying. Prop rules move. The structure above is the current shape: pay once, prove risk control, get sized, keep 80%, withdraw on-chain when the book is flat. Join me on Legion! Use my referral code to get rewards. legion.cc?homie=54C0DF27

Is your RNG better than mine? Come find out: @renaissxyz renaiss.xyz/ref/stanpoldark?…

Christmas Recap = 一手的SBT。 问题来了，2026我走到对岸吗 ? @renaissxyz 前天抽了8发中了8张D卡，申请非酋保护！ 希望中个圣诞节SBT🎅 #RenaissXmas

今日 @renaissxyz 战况，3发 2张d卡 1张b卡，保本 21EAQ1EW B8PLL4XY L6AXLBG7 一些beta code自取。现在参与交互可以拿sbt。

昨天蹲了一天的 @renaissxyz 推特终于蹲到了Alpha的code. BnB Chain官推转推的TCG项目，BSC终于要迎来自己的TCG龙头了吗？ 拿到code后补了一下交互，因为开包都开完了，只能补市场交互了（可恶🥹）。总体来说，UI/UX体验不如phygitals流程舒服，但是市场功能完整，后续希望项目方重点更新一下前端体验吧。希望下一次测试，基于FMV回收的功能能做出来。 依旧看好这个赛道，RWA能从web2吸一波资金, WEB3赌场了属于。 之前主要是SOL链抽卡，phygitals都进前2000名了。 因为利润真的很高，感觉phygitals不会这么快tge，积分还在稀释，吐了。 Renaiss卡池中的NFT是链上可查并且支持实卡校验，不只是小卡片。 Renaiss 采用完全链上可验证的机制，确保奖池无法被操控，包括： VRF 链上随机数 ZK 零知识证明 Merkle Tree Proof 上链 PSA 编码提前上链、不可更改 尽管整个协议的交易量和收益在币安下架宝可梦相关 NFT 文章后有所下滑，大盘环境差、整体流动性下降也都有影响。结果就是 TCG 板块的龙头 $Cards 被砸得很惨😭（主要还是因为它是在 Sol 链上）。 最后，Beta测试快开始了，Alpha测试快结束了，能蹲到Alpha的code尽量蹲一下吧，参与alpha会有独特的SBT。明年Q1 tge。 目前没公布融资，但是希望别找Hashkey或者OKX了，求求了😭 不过这种协议，好像也不需要融资，项目方还是有实力的。 ps.持有一张可爱皮卡丘，求一个SBT空投。

Bp格局还是大的，30天内破发退款，只亏3.5% 和 买k的钱。让投资者可以观望收益，别提币出bp就行。 bp nb!