Deki
6.9K posts
STOP BURNING YOUR CASH ON TRASH POINTS
part 2
i calculated the real cost for 6 more perp dex
here is the truth:
- based: $0.1–0.2 → steady farm for those who hate surprises
- genius: $0.02–0.1 → terminal play (gmgn style), aiming for $200m fdv
- 01: $0.01–0.7 → massive spread, 3-in-1 play, nobody knows how to optimize yet
- pacifica: $0.05–0.1 → polymarket is pricing a dump, looks like a total trap
- standx: $0.1 → zero transparency on supply, pure gamble
- bullpen: $0.05 → risking a poverty valuation like ethereal
Bookmark this tweet
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97% OF PERP FARMERS ARE LOSING MONEY - AND DON’T EVEN KNOW IT
>no cost basis
>no model
>just vibes
i calculated the REAL cost per point across 6 major perp dex
this is what nobody tells you 👇
variational: $1–3
→ still profitable (for now)
extended: $2
→ market pricing ~$0.8 → mispriced, asymmetric upside
grvt: $10
→ expensive, pure narrative bet (tge delayed, +6% tokenomics)
ostium: $0.5–1
→ no upside unless full revaluation
nado: $0.7
→ probably the only “stable” farm here
hibachi: $0.1
→ early + boosted rewards → asymmetric play
bookmark this tomorrow I drop next 6
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Pacifica is the Ultimate REKT?
loot at this fact:
> polymarket shows only a 16% chance for a $300m fdv which would put points at $1.5
> most likely reality is a $100m-$150m fdv with points worth only $0.5-$0.7
> with a $0.2 cost per point you’re looking at a 2x return in the best case scenario
> in otc pacifica point price - 0.5 - 0.7$
the perp meta is officially rekt
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🚨THE US DOLLAR -20%🚨
> usd share in global reserves crashed from 65% to 40%
> central banks are dumping the green paper like it’s radioactive
> gold and euro are absorbing the blood from the dying reserve
> trump’s moves officially nuked the global trust in the printer
> even btc is now looking like a safer play than the fed’s debt
> inflation - 3%
> i’m keeping my cash close but the system is screaming weakness
But the smart money is already elsewhere.
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$60k is the trap. $30k is where this actually ends.
– $60k is now seen as a smart entry, which makes it perfect exit liquidity
- most indicators still point to no real bottom, with capitulation likely around $30k
- alts are getting structurally repriced as building a chain now costs almost nothing
- the market needs a full wipeout of the 2017–2021 cohort before a new cycle can start
- BTC dominance likely goes higher before any real alt recovery begins
- Hyperliquid volumes show there’s still too much speculative leverage in the system
- buy the dip is still the dominant mindset across retail
- capital is outperforming in places like CS skins while alts sit -90%+
see you at 30k
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