Dunky

1.1K posts

Dunky banner
Dunky

Dunky

@Dunky0x

Yield Maxi @districtninecap

Katılım Ekim 2009
261 Takip Edilen317 Takipçiler
Sabitlenmiş Tweet
Dunky
Dunky@Dunky0x·
Workshops - Team 'Skill Issue' Today concludes the first @PlasmaFDN workshops event 🥂 I lead team 'Skill Issue' in working on a remittance and stablecoin data hub. We curated data on remittance fees, stablecoins, gas costs and Plasma - presented with appealing visualisations. Our main page is a 3d globe rich with data 🌍 The countries were coloured to represent the inflation rates, the legend for those colours in the bottom left corner - can be filtered here. This information is always up to date as it's sourced from IMF's API. The globe also contains information for each country, researched by Fungie and me. This info highlights four categories - Remittances, Stablecoin Adoption, Crypto Adoption and Legal Outlook. Sources are linked below each section. Then we have a remittance calculator in the top right. Here you can simulate a remittance transfer between countries. You will get back a quote from for a traditional remittance - from Wise API. Below that a Plasma transaction preview, USDT free transfers are not live yet but we will implement those when ready. We also have a rotation of interesting remittance and stablecoin facts at the bottom of the screen. Live data tabs on the left fetched via different API's. Other than that I added a UI button to stop the globe rotating in case it was difficult to click the countries - QOL addition. Note: The videos have low fps due to using the snipping tool for recording, performance is better on the site. Also the best site experience is on a windows PC.
English
61
9
142
11.6K
Dunky
Dunky@Dunky0x·
@matthubuilds Can you increase the withdrawal limit? It's currently at $5k and there's a fee each time
English
1
0
3
169
Matt
Matt@matthubuilds·
People keep being surprised that TxFlow has close to 100 people. Honestly, I expect 300 to 500 in the coming years, and I think that is normal. Here is the reasoning. Everything on an exchange costs headcount. Security is not a feature, it is a permanent staffing line. Then matching, liquidations, risk, wallets, infra, audits, incident response, and actual product delivery on top. Small teams ship demos. Exchanges that hold user funds need depth. And there is a competitive fact nobody should dodge: Hyperliquid is ahead. They earned it. If you show up with fewer people AND a weaker bench than the leader, the math never closes. You do not catch a stronger team by being smaller than them. So we hire. On the BloFin question, since it keeps coming up: the teams are fully independent, and so is the money. BloFin has USD funds as shareholders, and every dollar there is contractually spent on BloFin. TxFlow is funded out of my own pocket. Different cap tables, different teams, different books. That is the whole story. The milestones are public and dated: sequencer witness Q3, MPC withdrawals Q4. Judge the strategy by whether we hit them.
Matt@matthubuilds

Some context on the team behind TxFlow, since people keep asking. We are close to 100 people and still growing. Engineers and product builders from Stanford, MIT, Tsinghua, spread across 20+ countries. To be clear: headcount is not a moat. Hyperliquid proved a small team can build something great, and we respect that. Our bet is different. We think the next generation of onchain financial infrastructure (matching, risk, liquidity standards, decentralization roadmap) is a scope problem, and we are staffing for that scope. What I think actually matters more than team size: We are building through a bear market, not waiting for one to end. That is a statement about conviction, not timing. We are committing to a 100% fair launch. Team tokens locked for a minimum of 2 years. No quiet unlocks, no “strategic partners” getting early exits. And one internal benchmark we hold ourselves to: we do not consider this working until TxFlow volume catches Hyperliquid. Regardless of price, regardless of market. All of these are verifiable. Hold us to them. Personal thoughts only, not financial advice. What would make you trust a new perp DEX team: track record, lockups, or shipped product?

English
15
8
76
8.2K
Dunky
Dunky@Dunky0x·
Still need an access code to join, mine also gives 5% off fees: TXMARIO
English
0
0
0
43
Dunky
Dunky@Dunky0x·
@TxFlow_L1 seems like a good opportunity ✎ Great delta neutral funding arbitrages between here and Variational, many cases where they have opposing funding rates (neg vs pos). I often get paid enough to cover fees to essentially make trading free. You can earn 35% APR right now on gold. For $5k leveraged into a $100k position that's 700% APR on your margin, equating to $96 a day in funding. (Check the screenshot below) - funding rates are paid out hourly ✎ Has it's own L1 with a shared liquidity layer (250k TPS), a prediction market called @ProblyHQ just launched on here ✎ Surprisingly good liquidity & spreads for such an early project with no VCs - all self funded ✎ Good selection of Tradfi assets, although low OI - except for Gold & Silver ✎ Pre-points, always the best time to push volume and hold OI - team has confirmed points are coming ✎ Hearing the team will DOX in the coming weeks ✎ They are running a campaign that is essentially a fee discount, they reward you in 'fee credits' that pay for your next trades Here's a decent dune dashboard for their stats: dune.com/txflow_mainnet…
Dunky tweet media
English
2
0
9
240
Dunky
Dunky@Dunky0x·
If anyone is looking to gain access to Polymarket Perps, I've got a code with 15 uses: polymarket.com/perps?c=008mt7… The code: 008mt72c They've tightened up the spread and the fees are reasonable There are often funding rate arbitrages between different platforms, and they pay all funding out hourly which is unique You can go delta neutral with another perpetuals platform (Variational for me) and often pay off the fees with funding payments Polymarket need to increase their asset selection though
English
0
0
2
211
Dunky retweetledi
district nine
district nine@districtninecap·
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.
district nine tweet media
English
8
11
38
3.4K
Dunky
Dunky@Dunky0x·
All in a days work 🚜 Using $2k capital on @Polymarket -$5 loss
Dunky tweet media
English
1
0
7
222
Dunky
Dunky@Dunky0x·
Polymarket LP update I've just hit $5k in liquidity provider rewards - $3k on my main - $2k on Stand Since the Jump news and CT relentlessly posting about it, it's gotten more difficult to earn rewards However I am still able to pull in $100+ days with a bit of effort $104 on my main and around $20-$40 passively on my Stand accounts (I have 2 accounts) Stand I highly recommend using @StandDOTtrade for liquidity provision - It's the vibe coded bot you see talked about on X but made by actual developers and all in a website interface You set your order up in the auto section, -2 will keep it pegged 2 order slots below the mid price (84c in the image) The order will stay in reward range and earn LP rewards until cancelled or market bought A good set and forget LP solution Here are my results so far: Account 1 Account 2 The LP rewards offset the negative PNL so overall I'm in profit while earning over $2k in LP rewards and generating $600k+ in volume The best part is there are ZERO fees You get 5 auto orders per account on Stand but exclusively with my referral code that increases to 10 once you sign up and make a trade: stand.trade/?ref=mario The CEO of Stand also stated that they will reward their earliest users Airdrop $POLY is projected to start at a $10b FDV 10% for the airdrop ~ $1b 10% of that to liquidity providers who earned rewards ~ $100m $20m total lp rewards distributed by TGE (Currently $12,931,173 on @PolyReward) $100m/$20m = $5, so $5 per $1 earned in rewards This seems like a fair base case estimate and would net me $25,000 for my liquidity provision, not including other metrics (volume, etc) I don't see any other better opportunities right now than this
Dunky tweet mediaDunky tweet mediaDunky tweet mediaDunky tweet media
Dunky@Dunky0x

How to become a top 1000 Polymarket user (Within weeks) I've been providing liquidity on @Polymarket for the past 3 weeks totalling $1481 in rewards I farmed these rewards using only four figures in capital This puts me well within the top 1000 liquidity providers on Polymarket ~ $699+ to be within the top 1000 My Setup These rewards are split among 3 wallets: - My main wallet (Manual) - $888 - Rank top 1000 Focusing on markets with larger reward pools using a larger amount of capital - My stand wallet for safer markets (Automated) - $348 - Rank top 1600 Focusing on markets with medium - large reward pools with low volatility, using low 4 figures - My stand wallet for riskier markets (Automated) - $245 - Rank top 2000 Focusing on markets with lower liquidity that are less contested, using 3 figures How to earn Here's the Polymarket overview 'Simply put, the more you help the market by placing good orders, the more rewards you earn!' The same may be said for the upcoming airdrop In order to earn you must place a limit order within the spread range, hover over the rewards button and it will highlight the order blocks that are earning If the market is below a 90:10 ratio you can place an order on any side of the order book to earn, so markets 89:11, 88:12, etc.. If not You must place an order on each side of the order book to start earning ~ this is the secret sauce they do not mention in the documentation You may also use the same capital to market make on an unlimited amount of markets ~ more secret sauce Check your market share and rewards earnt on the rewards tab. If your market share is too low either move the orders closer to the range or abandon the market for better opportunities. You can have unlimited markets but it's difficult to manage a large amount at the same time, cut the bad ones. Market selection Choose markets which you do not mind holding shares in, as your orders will inevitably get hit. No matter how much you move them to the outskirts of the spread range, news will drop or a large buyer will come in and fill your order. I learnt my lesson on the Venezuela markets having left an order open overnight on Stand. One headline from Trump hit my order and nuked my shares, this resulted in a $1k loss for me. Basically I got Turkey'd The aim of the game is not to become the Thanksgiving Turkey This is why I prioritise liquidity provision on markets I don't mind holding shares in, once an order is filled simply set a limit sell and continue earning rewards This also counts towards volume, see it as a positive - I have around $500k in volume from liquidity provision Waiting for Opportunity Market making forces you to be extremely active in order to manage your orders, so its best to focus on it when you see an opportunity For instance market making the Mamdani market when the rewards were increased to the thousands yielded me $100+ per day, I could hide my orders behind large liquidity blocks and not get hit The wise camel saw an opportunity with the Uni Cup markets and made $430 in one day 🤯 x.com/Khamul999/stat… You can earn a significant amount if you lock in on a good markets Stand @StandDOTtrade have a great feature that allows you to automate orders x.com/StandDOTtrade/… This keeps them pegged at the level you choose from the midpoint Essentially keeping your capital earning rewards without being hit, although your orders will inevitably be purchased by large buyers This is a great way to earn rewards with much less effort, no need to sit at your PC manually moving orders all day I use a smaller amount of capital as I aim to keep this running 24/7 and I can't be at the PC all the time to sell shares when my orders are hit Future rewards The rewards are a great bonus but come with great risk If you price in a $POLY airdrop at a conservative price of $10 per $1 in rewards the R/R is certainly worth it Napkin Math: $20 Billion FDV, 10% airdrop ($2 Billion), 10% of the airdrop to LPs ($200 Million), $20 million total lp rewards (currently $11.5 million), $200m/$20m = $10 I can see the liquidity rewards being greater post airdrop as they can seed the markets with $POLY incentives & $USDC Other good liquidity providers: @Khamul999 @DoubleYuB @CryptoBC4 @xbtRen @DannyT1502

English
6
2
24
3.7K
Dunky
Dunky@Dunky0x·
@zksemo I wish I was up $5k but lost around $3-$4k of that providing liquidity Need that drop lol
English
0
0
0
23
Semo
Semo@zksemo·
@Dunky0x You already got your rewards No airdrop You want rewards + airdrop?! lmao
English
1
0
1
42
Dunky
Dunky@Dunky0x·
@hankisinvesting Yes fills are just from large market buys The order moves in seconds when the market moves
English
0
0
2
71
Henry
Henry@hankisinvesting·
@Dunky0x Since it stays pegged but is sometimes market filled Does that mean it only checks after certain time (so doesn’t repeg in time) or are fills just from large sells/less liquidity markets?
English
1
0
1
72
Dunky
Dunky@Dunky0x·
@0xBaseee Normally you'd be able to have 5 automated orders open at once But you get 5 extra with my ref, so 10 at once
English
0
0
1
27
Base
Base@0xBaseee·
@Dunky0x Will do, thx! Does that mean I can only use the automated bid adjuster on max. 10 different markets? Or what does the auto order amount mean?
English
1
0
1
29
Dunky
Dunky@Dunky0x·
@0xBaseee Appreciate it If the 5 extra auto orders don't get added straight away (after one trade) let me know
English
1
0
2
88
Base
Base@0xBaseee·
@Dunky0x Great write up man, will use your ref to sign up on stand 🤝
English
1
0
1
143
Dunky
Dunky@Dunky0x·
@TycoonPal Split between Volume, Rebates, Holding time, TVL, markets traded, UMA voters and other stuff I think it would be weighted more towards LP & volume
English
0
0
2
138
Paulo
Paulo@TycoonPal·
@Dunky0x hypothetical distro of the other 90%? straight to volume?
English
2
0
1
206
Dunky
Dunky@Dunky0x·
It's just an estimate, I don't think they will flat out reward an amount per $1 rewarded. It probably wont be completely linear either. I think they will reward accounts that have a combination of metrics the most (LP rewards, Vol, TVL, Markets traded, hold time, etc) Got to motivate myself to keep earning rewards with some napkin math
English
1
0
2
210
Scarpo
Scarpo@Scarposol·
@Dunky0x I don’t think '$5 per $1 earned in rewards' makes any sense. If that’s actually how it is, then getting into the top 1% or top 10% as an LP rewards earner would be completely meaningless.
English
1
0
1
208
Dunky
Dunky@Dunky0x·
@Leonardo_Web3 I think Q3, latest Q4 They need to replace UMA & Polygon and would need the token to do it
English
0
0
1
33
Leonardo (PM maxi)🥑
Leonardo (PM maxi)🥑@Leonardo_Web3·
@Dunky0x got it, when do you potentially expect $POLY to tge? I think 10B is out of the woods with how stock market looks, 7-8B base case
English
1
0
1
127
Dunky
Dunky@Dunky0x·
Polymarket LP update and why you should be using @StandDOTtrade
Dunky@Dunky0x

Polymarket LP update I've just hit $5k in liquidity provider rewards - $3k on my main - $2k on Stand Since the Jump news and CT relentlessly posting about it, it's gotten more difficult to earn rewards However I am still able to pull in $100+ days with a bit of effort $104 on my main and around $20-$40 passively on my Stand accounts (I have 2 accounts) Stand I highly recommend using @StandDOTtrade for liquidity provision - It's the vibe coded bot you see talked about on X but made by actual developers and all in a website interface You set your order up in the auto section, -2 will keep it pegged 2 order slots below the mid price (84c in the image) The order will stay in reward range and earn LP rewards until cancelled or market bought A good set and forget LP solution Here are my results so far: Account 1 Account 2 The LP rewards offset the negative PNL so overall I'm in profit while earning over $2k in LP rewards and generating $600k+ in volume The best part is there are ZERO fees You get 5 auto orders per account on Stand but exclusively with my referral code that increases to 10 once you sign up and make a trade: stand.trade/?ref=mario The CEO of Stand also stated that they will reward their earliest users Airdrop $POLY is projected to start at a $10b FDV 10% for the airdrop ~ $1b 10% of that to liquidity providers who earned rewards ~ $100m $20m total lp rewards distributed by TGE (Currently $12,931,173 on @PolyReward) $100m/$20m = $5, so $5 per $1 earned in rewards This seems like a fair base case estimate and would net me $25,000 for my liquidity provision, not including other metrics (volume, etc) I don't see any other better opportunities right now than this

English
1
0
4
259
Dunky
Dunky@Dunky0x·
@Leonardo_Web3 Not sure tbh, I think it will count for something. The shares have little hold time but they might record that as a separate metric
English
1
0
2
157
Mustafa Aljadery
Mustafa Aljadery@mustafap0ly·
@Dunky0x yes will add, a bunch more improvements coming there before the end of the week as well
English
1
0
8
736
Mustafa Aljadery
Mustafa Aljadery@mustafap0ly·
brand new heavily improved search and filtering should be very easy to find markets now 😀 dm me if you have more feedback
Mustafa Aljadery tweet media
English
89
11
326
17.2K