MrCrypto.hl

Buyback treasury should be about 13m right now. Expecting 15m at TGE. 1$ of buy preassure is not 1$ of market cap added. It is multiples of that. - VCs that did not get a deal / got rejected. There was no second round, but Extended got offers at hundrets of milions FDV. If they want exposure, need to buy on open market. - buyback treasury have size. Price action at TGE looking good.

$25M total cumulative revenue on Extended. People like to talk about volume. But revenue is what shows whether a platform can actually sustain itself. Better infra. More markets. Better product. More ecosystem growth. Expecting more.

Money Market de Extended (Lending) 😛 Con la nueva opción de multicolateral puedes usar tanto BTC o ETH como margen para poder operar en el mercado de extended En vez de tener que ir solamente con USDC puedes depositar bluechips que no quieras vender y dejarlas ahí quietas Y al depositarlas puedes tener margen en USDC Poca broma este tipo de cosas son diferenciadoras porque eliminan mucha fricción de por medio, además las whales buscan tener mientras más margen mejor > LTVs máximos del 90% Es decir que si tienes $1.000 en BTC puedes pedir un máximo de $900 Todavía están en fase de testeo así que no hay apenas deuda, pero ya está implementada Literal puedes depositar BTC/ETH que no uses para nada, pedir deuda en USDC meterlo en la vault y/o abrir un delta neutral medio safe para sacarte unos puntitos de forma "bastante sencilla" Creo que es una opción bastante segura Siempre DYOR ;)

I’d put the odds of TradeXYZ launching a token below 5%. Too aligned with Hyperliquid, plus you could argue XYZ would be a better buy than HYPE. RWA markets will inevitably account for 80%+ of volume on HL over time, we’re already starting to see the gap close with commodities.

@DankoWeb3 At this stage, I believe we should know the difference between the token and the stock

🚨BRAKING: Polymarket is doing IPO Trading view just drop a banner - IPO coming December 31, 2026 Does that mean there won’t be an airdrop ?

@herman_m8 @mustafap0ly At this stage, I believe we should know the difference between the token and the stock

If IPO there’s NO Airdrop Maybe airdrop in pUSD?🫣 @mustafap0ly what do u think?

What multi-asset collateral unlocks for @extendedapp's roadmap: - Alongside multi-asset collateral, we have built spot trading infrastructure (all non-USDC liquidations already route through the native spot market), leveraged spot and a lending protocol. - As the next step, we will open spot trading to users and expand lending beyond the Extended ecosystem to support broader DeFi use cases. - Reasonably soon, we will multiply the number of crypto and TradFi markets available on Extended, while keeping liquidity and execution quality as top priorities and upgrading spot trading to support leverage. While multi-asset collateral is only one part of the broader vision, it is foundational to Extended’s goal of building one margin account across all markets: hundreds of crypto and TradFi perpetual markets, leveraged spot, an open lending protocol, yield products (XVS), and other trading products.

I am extremely bullish on @extendedapp. Extended has added long-awaited multi-asset collateral. A few great features still to be added soon: - @eToro TradFi cooperation - spot trading What makes me so bullish: - great team behind the project - XVS - perps, RWA, spot, lending, and yield-bearing in one place - great execution in updates by the team - rejecting multiple VC offers on high valuation (big buy pressure on TGE) - 30% supply for airdrop - Big point holders don’t want to sell points - Treasury for buybacks announced My predictions: I think we will see TGE in late August/early September. Calculations: 70-75M points distributed 30% for an airdrop 400M FDV = 1.77$ 500M FDV = 2.21$ I am really bullish on Extended but bearish on the overall market, that’s why my expectations are not that high.

What's unique about Extended’s native money market. With multi-asset collateral now live, @extendedapp users can deposit ETH and wBTC (with USDT and EURC coming shortly) and use them as margin to trade perpetuals. When a user's USDC balance goes negative, borrowing is triggered automatically with the Extended Vault serving as the primary lender. The key difference is how borrowing rates work. Traditional crypto money markets typically operate through isolated lending pools, where interest rates depend only on utilisation of a specific pool. Collateral risk is managed separately through haircuts and borrowing limits. Extended's setup is fundamentally different. The Vault lends against multiple collateral assets simultaneously, while borrowing demand emerges dynamically from unrealised PnL. In this environment static global borrowing caps are not practical. As a result borrowing rates depend on two dimensions: - overall vault utilisation - utilisation against a specific collateral asset. This means borrowing USDC against ETH can be cheaper than borrowing against BTC if system-wide exposure to ETH is lower. The second layer is how borrowing is allocated. When a user has multiple collateral assets, the system automatically routes borrowing through the lowest-rate collateral first, minimising the effective cost of capital. Example: if a user has a negative USDC balance backed by both ETH and wBTC collateral, and ETH borrow rates are lower than BTC, the system will allocate borrowing against ETH first before routing the remainder against BTC, continuously reducing the effective cost of capital. The result is a system where: - users automatically receive the cheapest borrowing allocation across their collateral portfolio - Extended maintains granular risk control over exposure to different collateral assets backing borrowed USDC - vault depositors earn additional yield directly from trading activity.

Highest conviction play is @extendedapp: - Biggest buyback treasury of pre TGE projects. - Cheap total execution cost. - Great shipping with XVS and cross asset collateral coming. - 30% innitial airdrop allocation + internal total points target. - Tradfi connections and Revolut experience. - Regulation and legal stuff handled. - No hidden deals, no rounds at high valuations. VCs need to buy token at open market. - Biggest points holders aligned with project + buying points or Polymarket shares. - Every partnership with Tradfi institution certifies Extended for bigger and bigger ones. If they ever menage to offer perps to 50m Revolut retail users every Fin-Tech will follow the playbook. When that happen bilions is fair valuation = 10$ point. As of now looking at: - revenue - institutions that need to buy open market if they want exposure - buybacks treasury - top points holder trust in @rf_extended I expect 300m-500m valuation without any meaninful partnerships. Expecting more when it happens. Delivering on roadmap consistently, honest building and caring about regulatory stuff will compound. Reputation is currency.

If only you knew what's coming anon.... Extendio

@LexMorenoCripto @extendedapp eToro is coming

Venga os pongo un problema matemático criptoniano sencillo con @extendedapp -Cada vez menos puntos semanales -Misma cantidad de usuarios/traders semanalmente -Mercado recuperando y SPOT is coming -Margen unificado is coming ¿Qué va a pasar con los puntos? Escasez = Tic tac

we forget how far we've come. met a trader the other day. active on MEXC. never heard of Extended, Hyperliquid, or any perp DEX. he asked what i do. i told him. the conversation that followed reminded me why we’re building Extended: - but trading on-chain must be slow? no, it's 5ms latency, on par with CEXs. - fees must be high? 2.5 bps taker - even lower than some CEX VIP tiers. - it's not orderbook and liquidity must be bad? orderbook with tier-1 liquidity. that same evening he tried Extended and started his DeFi journey. we take the existing DeFi tech for granted. we live in a crypto-twitter bubble but non crypto native people are shocked with what we’ve achieved so far. we've already built something genuinely better than CEX. the technology is ready. the product is ready. the gap is awareness. now let's go fill that gap.

Extended x TradFi partnership imminent! CT going to be split between ExtendioMaxxers and ExtendioFaders Imagine fading the best UX product and the chaddest founder integrating a major TradFi fintech offering stocks at scale becoming the most liquid venue in DeFi, expecting more

@SecretoDefi Pero esto es referido al stock, no? Que nada que ver con el token

Primer pre-market de $POLY Gate acaba de lanzar el primer pre-mercado del token de Polymarket y de momento se esta moviendo alrededor de los $14 A esta cotización, el proyecto saldría con una valoración de $14B Aún con menos de $500k de volumen así que no es una referencia clara pero nos da una idea

In light of recent security incidents and the increasingly hostile environment, we have activated a dedicated treasury contract to further strengthen the system’s resilience. This contract is solely responsible for holding the entirety of the protocol’s treasury (TVL) and incorporates a circuit breaker mechanism governing fund outflows. Specifically, if the total value locked (TVL) decreases by more than 3% within any rolling 24-hour period, the treasury contract will automatically halt all USDC outflows. In such an event, settlements are paused until the team reviews the underlying transactions and explicitly approves any increase in withdrawal limits via a multisignature process. The multisig signers are distributed across multiple geographies. In rare circumstances, this may introduce delays to withdrawals. However, we believe this is a reasonable trade-off to ensure the safety of funds. The perpetuals and vault contracts, which handle trading and business logic, no longer custody funds. All asset movements are routed exclusively through the treasury contract. As a result, even in the event of a full system compromise, including bridges, oracle providers, or operator infrastructure, the maximum potential impact is limited to 3% of the TVL.

Current @extendedapp point valuation: $1–2. Now imagine if the thesis plays out… I’m averaging ~600 points per week just with simple delta-neutral strategies, even at current valuations, that’s already amazing. But if the thesis becomes reality… this could be the airdrop of the year. If you want to retire your bloodline, just join Extended with a +10% points boost and fee discount: app.extended.exchange/join/TOMCRYPTO… Already have an account? You can still apply the code and get the bonus: TOMCRYPTODEFI

Call me crazy but this Extended logo would look very chad 😁

@IngenieroSeed La Safepal que regaló Jumper entiendo que sin problema, enviada directamente desde el distribuidor oficial

¡NO COMPRÉIS NINGUNA COLD WALLET EN NINGÚN DISTRIBUIDOR POR MUY OFICIAL QUE SEA! Siempre en PÁGINAS OFICIALES.

@GomuCrypto_eth @bravadotrade 20B for the token is impossible, mate... For the stock, probably. Don't confuse the token with the stock, they're very different things

Polymarket airdrop $POLY (nothing official) > Airdrop - 5% > FDV - 20B I think i need more volume, like 100k or +