Tryin to hit 180 on DBs before AI nerfs me irl. @harmonixfi / prev: @ thrusterfi
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Joined August 2017
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if you're farming PAPER this week, read this first. the math changed a lot since launch day
No top 5 chain had a $1B meme at 115 days old, which is where @RobinhoodCrypto is now. So RH isn't late. Base took 312 days, Solana 1,369.
RH's biggest so far, $AI, hit $324M in Sept. That's still the high, and it's down 83% since.
No $1B runner yet is normal at this age. It just doesn't tell you one is coming.
Gm
No memecoin on the Robinhood chain has reached a $1B market cap yet.
Only 2 memecoins currently have the largest market caps:
$cashcat
$ai
Robinhood will reverse hard eventually.
Bottom-pick your best plays and DCA; you'll wish you were still positioned when it does.
ETH pairs are still most of the volume in @RobinhoodCrypto's top pools, but they are also the part that is dying: down 71% since early September.
Meme and alt pools that survived only slipped from $47M a day to $38M.
So the story is not ETH taking over. It is ETH volume leaving faster than everything else.
These 46 pools are about 40% of RH volume, and memes that died since September are not counted.
Pons takes 95% of launchpad fees on @RobinhoodCrypto, but the whole pie is 94% smaller than in early September.
Every other launchpad combined makes about $24K a day.
The top spot has flipped before, NOXA Fun led in early July. Whoever flips Pons next wins a much smaller prize.
About 80% of Aero's volume on @RobinhoodCrypto comes from just 3 contracts, mostly trading bots. So the $39M is real swaps, just not people clicking swap.
The biggest one isn't an Aero bot. It trades WETH/USDG across RH DEXs and actually does more swaps on Uniswap than on Aero.
Can't rule out someone pumping volume on purpose, but arb and market making bots look exactly like this.
Aero 的项目方真的是老狐狸了：
极高的纸面apr + 现货swap 刷量，双管齐下登陆Robinhood Chain。
LP 的apr 展示的是CL100 极窄区间的理论apr，所以动辄1000%+，价格波动超过1% 就会出区间；
上线RH Chain 2天，现货交易量就把 @fablesfi , @metricxyz 给flip 掉了；一个TVL 仅有 $3.6M 的DEX，24h 现货交易量竟然高达 $39M，项目方没有刷量我是不信的；
@aeroxyz 深谙DEX 新链上线的冷启动之道。
Lighter's Robinhood Chain venue went from 0.2% of all Lighter volume to 26% in 13 weeks. No US license or app integration yet.
Deposits haven't followed. TVL has sat at $111M to $114M since 3 Oct.
So the license would plug into a venue that's already a quarter of Lighter.
NEW: $LIT UP OVER 20% IN 24H, WITH 10%+ COMING AFTER REPORTS FROM @Lighter_xyz'S Q3 INVESTOR CALL SAY THE PROJECT WILL APPLY FOR A US LICENSE NEXT MONTH AND PLUG INTO @RobinhoodCrypto'S US OFFERING ONCE APPROVED
we pushed more protocol revenue into the $HAR profit sharing pool.
35.31% APR, paid in $USDC
simple rule for us: if Harmonix earns, stakers earn
Harmonix Profit Sharing Pool Apr Increase
We’ve just added more protocol revenue to the Profit Sharing Pool, bringing the APR from 23% to 35.31%, with rewards paid in USDC.
As more $HAR enters the pool, Harmonix will continue allocating protocol revenue to support competitive yields for our long term stakers.
Our goal is simple: as Harmonix grows, HAR holders should benefit directly from that growth.
Stake HAR and earn your share of protocol revenue.
friends at @unrlzdtrade shipped the mobile app. NEAR trenches finally have a terminal that doesn't feel like a desktop squeezed onto a phone. gg @cudam321
The $NEAR trenches, in your pocket.
UNRLZD mobile, fully reimagined. The best trading experience you'll ever have on a phone.
unrlzd.trade
I got the clock wrong too.
I said a hedged PAPER farm takes ~85 days to pay back.
two days later it's closer to 10.
what I missed: the LP didn't stay under $5M. It refilled within hours and sat at the cap for 34 of the last 53 hours. Every dollar traders lost above $5M went straight to stakers. That's $12.2M since my post.
so 1,000 staked PAPER went from earning ~$0.054 a day to ~$0.73. Losing outright now pays back in ~70 days, not 610. @cryptokano called this in my replies, fair play.
two things before you ape in.
saturday 18:45 UTC the cap moves to $10M. The LP needs ~$5.3M more before payouts restart. At this week's pace that's 1 to 2 days of trader losses, not weeks.
PAPER supply grew 22% in two days and the mint rate is down to 19.6 per $1. The yield only holds while the volatility does.
imo still a bet, just a much better one than I thought on monday
thank you Hyperliquid for the best event ever. thank you @0xhypebae for the bonus Kinetiq
the @Kinetiq_xyz claim is fine. $KNTQ price is above $0.26, take the spread, call it the reward, move on. That’s it.
famers crying they were owed a free bag is comedy. Months of clicking, zero idea how anything works, and they still think points = equity. they dont.
if they actually cared about the product, they would’ve noticed stHYPE already. Better $HYPE wrapper, consistent yield, rewards, and they keep inventing ways to make the position useful. Give them the credit and use it.
i still mad respect kinetiq team for their distribution. The kHYPE/HYPE pools print fees, and that flow feeds haHYPE. Both can exist. One just compounds HYPE better.
Max retweeted
Thank you for helping us re-define what's possible on Hyperliquid.
Valantis Prime
- Lowers your Hyperliquid Base Fees
- Allows you to borrow USDC against stHYPE while still counting towards your Staking Tier (not possible with native staking)
.... And also has paid you $1 extra for every $1 you've saved using the platform since we introduced it. Appreciate all those being early.
Perps Vault OS is the primitive that brings the next wave of capital onchain
We're building the one HyperCore needs
Max retweeted
Harmonix is building primitive infrastructure for HyperCore vault users
Users can participate in vaults with full spot/perps exposure on HIP3 and HIP4 ecosystems.
Strategists receive substantial trading fee discounts, amplified via our staking partners.