A.mon

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A.mon

A.mon

@Alsevvvv

Moral hazard. Take a hedge? How about you take a chance?

Cape Town, South Africa Katılım Haziran 2020
676 Takip Edilen8.4K Takipçiler
A.mon
A.mon@Alsevvvv·
@0xMGB @cas3333333 When Isolated margin and realized pnl cards? Coach, on a side note: Y’all gotta slide me in as affiliate ASAP
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CBB
CBB@Cbb0fe·
If I had $100k in crypto TODAY, I would: 1. Get a remote job. Do the bare minimum, free up maximum time to lock in. 2. Hold only stables. No majors, no memes. Just a concentrated bet on a few farms. 3. All in on @megaeth ICO with multiple accounts. Sell within 72 hours of TGE. 4. Put 90% portfolio into @extendedapp + @unitxyz. Short assets on Extended, buy spot on HL. Farm Extended + Unit. Extended is the perp DEX underdog, doing only 7% of Lighter’s volume. A solid setup for a $100k portfolio. 5. Allocate 10% to a sybil farm: 100 wallets, ~1h/day. 6. Document everything on CT + 20–30 replies/day. Good R/R at $100k net worth.
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A.mon
A.mon@Alsevvvv·
@variational_lvs Agree! Will you open DMs, ser? I’d like to share some feedback 👍
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Variational
Variational@variational_io·
The brand-new Variational website (designed to match the recently updated app UI) is now live!
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A.mon
A.mon@Alsevvvv·
ADDITIONAL AND IMPORTANT NOTES: The OLP ( Omni Liquidty Provider ) is smartest money in variational world full of takers by: 1. Hedging all flow coming in some other venues like major CEXes, Hyperliquid etc 2. Worst case? It adjusts quotes slightly, offload risk on the other venues and collect spread. Most, If not all of value captured by the OLP will be returned back to aligned participants of variational ecosystem From traders (loss refunds etc) to Token holders (buy-back and burn of $VAR governance token) With such business model, variational is able to constantly pull a substantial amount of revenue w/o leaking $$$ to third parties So far so good, I’m a big fan of OMNI and will be moving the most of my trading there.
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A.mon
A.mon@Alsevvvv·
*Now let’s walk into @variational_io PRO aka the OTC deriv shop* Instead of negotiating trades thru backdoor, traders can use PRO to request and receive quotes from multiple market-makers instantly, execute, & settle them directly via smart contracts. Key benefits: 1) Transparency 2) Automation 3) Customizability and reduced counterparty risk compared to a market that still runs on spreadsheets and "trust me bro" -- Lots of criticism is to be expected even from @chameleon_jeff himself. “Non-kyc RFQ desks is a dumb system, and a pretty bad idea... Idea fundamentally doesn’t work, Some things need to be permissioned while others don’t, permissionless anonymous works and doesn’t... RFQ is a great example where it doesn’t work RFQs need a gatekeeper to… an OTC desk would never accept anonymous flow” -- But after glancing the docs, I’m pretty keen and watching closely to see how the PRO version rolls out and evolves. Assuring the team has carefully thought out the entire process.
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A.mon
A.mon@Alsevvvv·
/ @variational_io actually building smth novel with their request-for-quote trading model on @arbitrum Which is neither a (perp) DEX nor an exchange, but a P2P Trading Protocol, infact It comprises of: OMNI -> 500+ markets to select from, permissionlessly listed -> Zero transaction and trading (maker/taker) fees -> Tight spreads (even on alts) coupled with spread discounts as you create more vol and ascend tiers -> Chance to get a loss refund on your losing trades the instant you exit them (this is a pretty big deal) -- Variational has refunded a total sum of 1.1 Million Dollars to platform traders, so far. For additional context: They raised a total sum of 11.8 Million Dollars. -> Platform credits -> Most importantly, not a straight up ripoff of hyperliquid (You can identify even by just staring at the UI)
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Variational
Variational@variational_io·
Today, Omni crossed $1B in 24hr volume for the first time!
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LTR@maybeltr·
Shill me cool new apps
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A.mon
A.mon@Alsevvvv·
Polymarket MM incentives lowkey on some 5000%+ APR shit Could be a key criterion when they inevitably decide to honor the spirit of decentralization Underrated.
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A.mon
A.mon@Alsevvvv·
Barely any mention of $ZEX on the tl even with perp DEX cycle in full swing A couple bottom/mid their CEXes could be effectively replaced with the next generation perp DEXes Drift fell off while solana demands a proper Limit Orderbook What if you could acquire exposure already? just 13m mcap $ZEX will redeem 1:1 to $BULLET Initiate $ZEX repricing violently ⏳
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tree@treeonchain·
Pretty surreal that people can get paid to post on X for fun. Great tech. Thank you Elon for the stimmy.
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A.mon
A.mon@Alsevvvv·
Back from hiatus and gonna lock in here.
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A.mon retweetledi
Retired Chad (Monad Arc)
Retired Chad (Monad Arc)@retiredchaddev·
I have a strong feeling that if you don't exit this time when it's time, it's going to be all over for you. Institutions are finally buying all the shit with token treasuries, and if you don't dump on them, even God cannot help you after. Atleast exit to btc if you are optimistic.
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