Oroel McRekt

@Dojifunded @arbitrum GGs guys, crypto needs onchain prop firms

We’re excited to share that Doji has received a grant from @arbitrum We’re building the next generation of prop firms onchain. We are transforming a category still dominated by opaque systems into one defined by transparent infrastructure and verifiable performance. At the same time, we are creating a new pathway for serious web2 traders of various assets classes to enter onchain markets through a model they already understand.

I think is something obvious at this point, but you can take advantage that the Stock market is closed and it opens on Monday, and you can SHORT the STOCKS and LONG METALS on this global war environment Open in @pear_protocol 🍐: app.pear.garden/trade/hl/xyz:G… I had Open this basket with 20X on Friday before the war by the way, i have some advantage, now i have SLs at break Even and TPs in metals at ATH and in Stocks -25% from my entry points The basket was designed with 6 AIs and one of the was @agent_pear HyperLiquid

@heart_ Elon using our phones to mine BTC when we use the app

holy fuck you know what that means for crypto market??? this:

I see your points and you're right. I assumed that it measured volume done using each builder, not their whole Hyperliquid account. Also, sample size is smaller than the rest of builders. The data may not be enough to draw some big conclussions but I can see a difference between top 3 builders and the rest. Pear and Insilico are not mainly used to farm points but trading legitly with more sophisticated tools than the vanilla Hyperliquid terminal offers. And Treadfi activity comes mostly from bots, not users manually trading. Data might not be as big as I first thought but may be drawing some pattern🙂

impossible to draw any substantive conclusion from this data whatsoever. this does not measure what you think it measures. problem 1: this is all HL volume. not user's {app} volume on hl. problem 2: tiny sample size on some. 1,327 all time Pear users * 8% difference to #2 = 106 traders where the coin flip landed in the right direction source: x.com/OroelCrypto/st…

Why are Pear traders the most profitable in the Hyperliquid eco? I've been comparing data on @CoinMarketMan and @pear_protocol is the Hyperliquid frontend with the highest percentage of profitable traders. Is it because they're the smartest? Sure, they probably are, but I don't think that's the main reason. Maybe it's because pair trading is more predictable and safer against volatility. Finding and creating your own pairs allows you to spot better opportunities that don’t depend so much on whether the market decides to go up or down that day and betting on strong cryptos outperforming the weak ones. Give it a try and you'll see (link in the first comment). Amount of profitable users by frontend: @pear_protocol 42% @tread_fi 34% @InsilicoTrading 33% @BasedOneX 32% @defiapp 30% @Rabby_io 30% @AxiomExchange 24% @try_supercexy 22% @infinex 22% @Dreamcash 22% @phantom 20% @MetaMask 19% @BullpenFi 19% @Dexari 17% @liquidtrading 17% @pvp_dot_trade 13%

Yes, that's what I see from this data. Top 1 and 3 apps are used by real traders who look for something more sophisticated than base Hyperliquid terminal while most of trades from top 2 come from MM bots to farm HIP-3. Rest of frontends have some point/airdrop arc behind. That probably makes their users less profitable

@OroelCrypto @CoinMarketMan @pear_protocol you can basically predict profitability based on how sophisticated the target user is

U funny bastard @100xYan

@0xteodoro @variational_io Sadly I think we getting maximum 13$ per point now. I hope market gets better eoy but looks difficult right now 💀

@OroelCrypto @variational_io $20 min would be awesome. Hope it doesn't launch during a stale/bearish period

@variational_io Points Estimation We now have more data to estimate the potential value of Variational points. Key Information: - 150k points distributed weekly. - Campaign duration is undetermined, but it should end by the end of Q3 at the latest. - 3.15M points distributed to date. This leaves us with a maximum figure of 9.3 million points, assuming no extra points are added through promotions, events or compensations. In an optimistic scenario where the campaign lasts about 6 months, we’d be looking at only 7.35 million points. However, summer is usually a tricky time to launch tokens, so I’m leaning more toward an autumn TGE. Airdrop Supply As you know, the docs have stated for many months that 50% is allocated to the community. But remember: this doesn't mean the entire 50% goes to the airdrop, so it’s better to stay conservative. I'd say 20%. Valuation What valuation could it reach at launch? Honestly, nobody knows. It will depend on so many factors: market conditions, the state of the narrative (keep an eye on Lighter, Aster, etc.), project metrics, and the success of Variational Pro (which will be their flagship product). Right now I would say 1B but it's pure gambling. The scenarios Since the outcome is so open-ended, I’m sharing a table with the two variables so you can calculate your airdrop's value based on two different timelines: June 30th and September 30th. The final price per point should fall somewhere between the results of those two dates (maximum and minimum, respectively). Just for fun, I’d estimate a minimum of $20 per point right now, but so much can happen. As always, if you enjoyed this, interact a bit so Elon's algorithm rewards me. A like, RT or even an insulting comment is enough!

@0xteodoro @cited @01Exchange I know the guy impersonating @CC2Ventures. Cool guy but disgusting behaviour

@cited @01Exchange Great news, keep shipping Cited. You have our support.

The legendary Hyperliquid farmer CC2 is reportedly looking at @01Exchange That alone is enough to pay attention I’m not naive enough to think it’s the next $HYPE But I want to understand his thesis Can 01 replicate Hyperliquid’s success on a smaller scale? (1/4)

@0x_Vivek @CoinMarketMan @pear_protocol Well. I'm not exactly sure but you can check the data of every builder on @HyperTracker app.coinmarketman.com/hypertracker/b…

@OroelCrypto @CoinMarketMan @pear_protocol interesting data. how is profitable trader defined/measured here?

@defiapp @CoinMarketMan @pear_protocol Look at "All" timeframe

@defiapp @CoinMarketMan @pear_protocol app.coinmarketman.com/hypertracker/b…

@CoinMarketMan @pear_protocol If you wanna try Pear Protocol I kindly share you my ref link: pear.garden/trade?referral… It will give you a 10% discount on fees and some moneyz to me. You can use other link if you want but please try Pear Protocol

amongst highly sophisticated and insti traders, pair trading is a very popular strategy. to-date tho, broader adoption of it has been limited due to the complexity of both entering and managing these positions (esp as baskets grow). this is precisely why @pear_protocol matters

@PointsGoblin @extended Amazing

shipped a solid ptsgoblin update 🧙‍♂️ you now get full @extended analytics per epoch and across all epochs in one dashboard ptsgoblin.xyz/analytics • range tables for key metrics (volume, taker ratio, holding time, positions, pairs) with median PPMs and the best-performing ranges highlighted • epoch-over-epoch charts showing how each metric evolves, in this example, median cost per point is $1.25, and PPM shows a 91% inverse correlation with volume • strategy insights that analyze last epoch’s top performers and suggest concrete optimizations (holding time, taker usage, position count, pair focus) with reference PPMs the goal is simple: use real data from the last epoch to adjust your setup for the next one instead of guessing if you have ideas, features you’d want, or things you think are missing,let me know

@CryptoBE2 @01Exchange Don't know about standX. Fees + spread are higher than Variational for BTC and ETH for sure. I don't know about the rest because there's not enough liquidity there to trade properly

@OroelCrypto @01Exchange how does the cost of farming compare to lets say variational or standx?

@01Exchange points day First point distribution day is always interesting. Currently wash trading doesn't seem to be rewarded, that's the only thing I clearly see lol. Happy with my points because they were cheap, but I'm sure I can do better 🧐

@szymon_dara @01Exchange Last week it was free. I mostly did maker volume doing DN with Variational. Pseudo market making strategy. This week is gonna be awful because today I got rekt doing the same with too much size lol

@OroelCrypto @01Exchange What was the cost of farming counting fee + slippage?