activist yield farming collective
international
Joined August 2025
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district nine retweeted
NGL I kinda fumbled by not going harder on this, it was pretty clear Lula was gonna win by 8pm BRT (polymarket had it at 80%), meat of the move happened past 9pm
Between this and arbing USDT/BRL, still made an easy $40K, can't complain
There’s still edge to be had in the more niche tradfi perps during closed hours, tradfi folks simply aren’t locked in enough
district nine retweeted
kinetiq:native is a obviously bullish project overall (best and almost only $hype alt), but man, they might genuinely be the worst team I've ever seen when it comes to treating their community right.
Season 1: They posted a fake snapshot on X, which made most YT holder sell because it was now worthless. Then they took the actual snaps later and gave zero points to everyone who had sold during the final week after they announced it, even tho people held for like 6 1/2 days, which resulted in decent losses for many.
I was already surprised back then at how little this got called out.
Season 2: Now they let people farm for many weeks again, do 0 % airdrop and just offer a sale at pricing from last week after the price just pumped.
Pretty funny stuff. Anyways will probably look to buy a bag soon with Elysium launch coming up.
A total of 36,800,000 kPoints were distributed through this program. kPoints holders who participated have been allocated 50,000,000 KNTQ.
kPoints holders may acquire KNTQ at a fixed price of $0.26/KNTQ for a 10 day claim period.
Any unclaimed KNTQ at the end of the 10 day claim period will be returned to the Kinetiq Foundation [@KinetiqFND], allocated towards ecosystem and growth.
district nine retweeted
made ≈30 bandos (300% gain) in a second by LPing $LAPTOP prelaunch on the 25% fee LAPTOP/USDC @Uniswap pool, which I set up like 20 mins before launch today with around 10k USDC of liquidity.
gas fees spiked so much that I needed to do an extra bridge in between, probably coulda made another 10-20k otherwise... but man, crypto is just so crazy sometimes. nowhere else shit like this can happen.
ggs.
district nine retweeted
This is something to keep in mind whenever you roll over a loop to a new maturity. Not only is the PT of a further maturity worth less, the max drawdown it can suffer is also bigger. For instance, I had to add about 20k to roll over my PT+YT USDat loop safely.
New maturity is Jan 13th. 141 days, range 5-15%, current price $0.9737 (7.15% implied), LLTV 91.5%.
Floor price = 1 / 1.15^(141/365) = 1 / 1.0555 = 0.9475
Safe LTV = 0.915 × 0.9475 / 0.9737 = 89.0%, roughly 9.1x max leverage.
So the oracle can be pushed down at most ~2.7% from here. If you want margin for high borrow rates push and pull curator fuckery, sit a point or so under that, ~88%.
Note that as long as the PT implied yield is higher than the borrow rate on Morpho, your LTV goes down over time, making the position safer. The max PT drawdown also shrinks with time, which also helps.
Tip to avoid getting rekt like PT-reUSD loopers:
You can find the safe leverage of a PT loop by calculating the PT price at the upper bound of the pool's implied yield range.
The Pendle oracle is a TWAP of the pool and the pool can't trade past that bound, so that's the floor. Order book trades won't affect it.
How to calculate it:
Floor price = 1 / (1 + max implied yield)^(days to maturity / 365)
Safe LTV = LLTV × floor price / current PT price
PT-reUSD: 19% max implied yield, 106 days, so floor = 0.951. Current price 0.971, LLTV 91.5%, so safe LTV = 0.915 × 0.951 / 0.971 = 89.6%.
That's assuming the market uses the standard Pendle oracle. Morpho allows freestyle markets/oracles so always check the specific one you're looping in first.
Introducing @districtninecap, a collective of crypto power users who are focused on optimized airdrop and yield farming strategies.
We have all spent multiple years in the industry and have deep roots in DeFi, spanning from perps & prediction markets to classic yield farming. Members also secured high 6 figure drops in the NFT era with top leaderboard placements in Magic Eden & Tensor.
Our goal is to find and spotlight top-tier projects early on and educate people about them. We were early supporters of Hyperliquid and Lighter. Our current highest-conviction project is @variational_io, where our small group is about to hit a total of 100,000 points.
Some of us have also worked professionally in this field, bringing VC and industry experience to the table. We bring not only capital provision but deep rooted experience and advice to help develop new projects, with a particular focus on helping bootstrap early stage projects.
We are currently seeking new projects to support, any looking for experienced feedback, support or liquidity provision are welcome to reach out.
