PugOnly

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PugOnly

@Pugonly

Just a litlle Pug in crypto universe. https://t.co/wwxQKd92QF Poly 💖 https://t.co/c8SP4KcXGb

Katılım Eylül 2016
2.4K Takip Edilen2K Takipçiler
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PugOnly
PugOnly@Pugonly·
gVar ! Highly recommend checking out the two latest pieces from @variational_io. For years, Variational was written off as just another Hyperliquid knockoff. That story is shifting fast. By the end of this year, I fully expect Variational’s RWA markets to be going head-to-head with TradeXYZ. Very few platforms in this space are genuinely positioned to offer tight spreads across 1,000+ RWA markets at the same time — Variational is one of them. The reason? Variational isn’t an exchange. It’s a broker. Look at how TradFi actually works. The platforms that won weren’t the exchanges — they were the brokers routing orders through places like Nasdaq, rather than trying to build liquidity from scratch on every single market. That model is simply more efficient. Lower spend on market maker incentives, and with the right partnerships, you can scale to thousands of markets fast. Trading 1,000+ RWA markets, around the clock, with TradFi-level liquidity depth — that vision is so large that most people still haven’t internalized it. Which is exactly why OTC points are still trading cheap. The biggest asymmetric bets tend to hide in plain sight. RWAs on Variational aren’t just a turning point for $VAR — they could reshape the broader crypto landscape entirely. And right now, the only way to get positioned is by stacking points for a meaningful $VAR allocation at TGE. A multi-billion dollar FDV at launch wouldn’t surprise me in the slightest. Hyperliquid. Lighter. Two trains a lot of people watched leave without them. Don’t let Variational be the third. If you’re not on Variational yet, use code OMNIBASESOL and lock in a lifetime 12% points boost:​​​​​​​​​​​​​​​​ omni.variational.io/?ref=OMNI6UVSD…
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Variational@variational_io

x.com/i/article/2052…

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CorgiI
CorgiI@corgil·
RFQ DEX built by a group of giga-brains is going to flip this Summer Binance-backed Aster, pushed by CZ and army of paid KOL's Nature is healing Variational is Generational P.S. $ASTER is $4.85B FDV, do the math $185+ is coming
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CorgiI@corgil

My initial Variational target was $100/point Then I ran the comp vs $LIT's TGE and upped it hard, to $185 And that's before factoring in that the product is already further along than LIT was at the same stage If the model holds, $100 is going to look conservative

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Pulse
Pulse@pulsepredicts·
Everyone reacts to news differently. Pulse, live now on the App Store.
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PugOnly
PugOnly@Pugonly·
@HollanderAdam Lmao, and still 0 info a about $sea, trully amazing team lmao 😆😆
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Encyklopedia Kryptowalut
Encyklopedia Kryptowalut@EKryptowalut·
Wbijecie 500 like i napisze wam co to za projekt tutaj na X 😆 Sam go jeszcze nie skupiłem 🫣
Kornik@kornik_crypto

🚨Dziś wieczorem na grupie prywatnej pojawi się nowy, ponad 30-stronicowy szczegółowy raport analityczny projektu, o którym kompletnie nikt nie pisze. Dotyczy projektu, który według mojej obecnej tezy może być jednym z największych beneficjentów rozwoju tokenizacji aktywów i wejścia instytucji finansowych on-chain. W jednym z analizowanych scenariuszy - przy spełnieniu opisanych w raporcie założeń - potencjał wzrostu wyceny w perspektywie kilku miesięcy to x3-x5, a w perspektywie 1–3 lat może sięgać nawet x10–x50 Samo znalezienie projektu z dużym potencjałem to jednak dopiero połowa sukcesu. Aby utrzymać pozycję podczas mocnych korekt, okresów stagnacji i chwilowej utraty zainteresowania rynku, trzeba zbudować własne przekonanie oparte na fundamentach. Ten raport ma właśnie w tym pomóc - pokazując nie tylko potencjał projektu, ale również technologię, tokenomikę, katalizatory i ryzyka, które mogą potwierdzić lub podważyć całą tezę. Raport zawiera zarówno argumenty za realizacją tej tezy jak i czynniki, które mogą ją zanegować. W środku między innymi: 🔹 technologia i przewagi projektu 🔹 tokenomika, podaż i unlocki 🔹 inwestorzy, partnerstwa i powiązania instytucjonalne 🔹 potencjalne katalizatory 🔹 scenariusze wyceny 🔹 bull case, bear case i najważniejsze ryzyka To już drugi raport opublikowany na grupie w ciągu dwóch tygodni. Takie materiały będą pojawiały się regularnie. Na grupie udostępniane są również szczegóły pozycji w moim portfelu, informacje o nowych zakupach oraz aktualizacje, gdy zwiększam, zmniejszam lub zmieniam daną pozycję. 🔒 Pełny raport będzie dostępny wyłącznie dla członków grupy prywatnej. Więcej informacji odnośnie grupy i dołączeniem do niej znajdziecie w linku poniżej👇

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Kornik
Kornik@kornik_crypto·
🚨Dziś wieczorem na grupie prywatnej pojawi się nowy, ponad 30-stronicowy szczegółowy raport analityczny projektu, o którym kompletnie nikt nie pisze. Dotyczy projektu, który według mojej obecnej tezy może być jednym z największych beneficjentów rozwoju tokenizacji aktywów i wejścia instytucji finansowych on-chain. W jednym z analizowanych scenariuszy - przy spełnieniu opisanych w raporcie założeń - potencjał wzrostu wyceny w perspektywie kilku miesięcy to x3-x5, a w perspektywie 1–3 lat może sięgać nawet x10–x50 Samo znalezienie projektu z dużym potencjałem to jednak dopiero połowa sukcesu. Aby utrzymać pozycję podczas mocnych korekt, okresów stagnacji i chwilowej utraty zainteresowania rynku, trzeba zbudować własne przekonanie oparte na fundamentach. Ten raport ma właśnie w tym pomóc - pokazując nie tylko potencjał projektu, ale również technologię, tokenomikę, katalizatory i ryzyka, które mogą potwierdzić lub podważyć całą tezę. Raport zawiera zarówno argumenty za realizacją tej tezy jak i czynniki, które mogą ją zanegować. W środku między innymi: 🔹 technologia i przewagi projektu 🔹 tokenomika, podaż i unlocki 🔹 inwestorzy, partnerstwa i powiązania instytucjonalne 🔹 potencjalne katalizatory 🔹 scenariusze wyceny 🔹 bull case, bear case i najważniejsze ryzyka To już drugi raport opublikowany na grupie w ciągu dwóch tygodni. Takie materiały będą pojawiały się regularnie. Na grupie udostępniane są również szczegóły pozycji w moim portfelu, informacje o nowych zakupach oraz aktualizacje, gdy zwiększam, zmniejszam lub zmieniam daną pozycję. 🔒 Pełny raport będzie dostępny wyłącznie dla członków grupy prywatnej. Więcej informacji odnośnie grupy i dołączeniem do niej znajdziecie w linku poniżej👇
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Poly Prophet
Poly Prophet@PolyProphee·
Hi Mustapha, @mustafap0ly I hope you’re doing well. I’m writing this as a long-time Polymarket user and as someone who has watched the community grow through both exciting moments and difficult ones. This letter reflects not just my thoughts, but concerns I’ve seen echoed by many traders across X over the past several weeks. The biggest question remains the same: When can the community expect an official update on $POLY? We understand that building a token, navigating regulations, and launching something at the right time isn’t simple. Most of us would rather wait for something done properly than see a rushed launch. But the lack of communication has created a vacuum, and that vacuum is being filled with speculation, rumors, and fear. Every day there are new posts claiming POLY has been delayed indefinitely, canceled, or quietly abandoned. Others spread unverified information that quickly turns into FUD. Without official communication, it’s becoming increasingly difficult for the community to separate fact from fiction. At the same time, many active traders continue paying substantial trading fees while remaining committed to the platform. Some have traded millions of dollars in volume, consistently supported liquidity, referred new users, and built content and tools around Polymarket because they believe in its future. They continue contributing despite the uncertainty. The community isn’t asking for confidential information or promises that can’t be kept. What we’re asking for is transparency. Even if the answer is simply, “We’re still working on it and here’s why,” that would go a long way toward restoring confidence. Communication is one of the strongest ways to combat FUD. A short update, a development roadmap, or even a rough timeline would help the community understand where things stand instead of relying on rumors. Polymarket has built one of the most exciting prediction markets in crypto, and many of us want to continue supporting that vision. We simply hope the community that has helped build the platform can be kept informed about what’s ahead. So, on behalf of many traders and supporters: Can you provide an update on $POLY? Is there a timeline the community should be aware of? Has the roadmap changed? Will there be more regular communication going forward? We appreciate everything you and the team have accomplished so far. We just hope this letter encourages more open communication with the community that has continued to support Polymarket through every market cycle.
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Primo Data
Primo Data@primo_data·
Joined Polymarket a year ago. Craziest year of my life. Back to work.
Primo Data@primo_data

1/ I’ve joined the data team @Polymarket! Wild to think this started on the couch, next to my pregnant wife, hacking away on Polymarket Analytics on nights & weekends. Now I'm building alongside an incredible team inside Polymarket — excited for what we’ll build together!

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Louis.hl
Louis.hl@louisdives·
Top 5 Perp DEXs by Open Interest: 1. @HyperliquidX : $10.74B 2. @Aster_DEX : $1.89B 3. @variational_io : $1.26B 4. @Lighter_xyz : $852M 5. @edgeX_exchange : $415M Now let's talk about the one without a token yet: Variational. Variational sits at #3 in OI, ahead of Lighter and edgeX, both of which already have tokens. So let's do some napkin math on what a fair FDV might look like. Look at the comparables: -> Hyperliquid: ~$63B FDV on ~$10.74B OI -> Lighter: ~$2.58B FDV on $852M OI -> Aster: ~$5.02B FDV on $1.89B OI Lighter is the cleanest comp. It carries a ~$2.58B FDV while sitting BELOW Variational in open interest. If the market priced Variational on the same FDV-to-OI logic as Lighter, you'd land somewhere in the $3B to $4B FDV range. Even a conservative discount for it being pre-token still lands it comfortably in the billions. And here's the part I want your take on. Variational has no token yet, which means every point you're farming right now is a claim on that future FDV. So the real question is: If Variational launches at, say, a $3B FDV, and allocates a typical 15-30% to the community, what does 1 Variational point end up being worth in USD ($)? Drop your estimate below: -> What FDV do you think Variational deserves? -> And what's your guess for the $ value of 1 point?
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Louis.hl@louisdives

Top Tokenless Perp Dex by Reported Volume Last 7 Days: 1. Grvt: 8.29b 2. Variational: 5.60b 3. StandX: 4.96b 4. Pacifica: 2.77b 5. Extended: 1.70b 6. Nado: 674m 7. RISEx: 381m 8. AFX: 261m 9. Decibel: 241m 10. TxFlow: 237m And as we know, Grvt will launch their token soon on July 21. Do you think GRVT can cook their tge? or famers will be cooked? What's your opinion about it?

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Nacho
Nacho@ElNachoCrypto·
busy week here's your 30s update on @variational_io for 10th july gvar
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PugOnly
PugOnly@Pugonly·
I remember when $lighter was at the same point. Viva la var @variational_io
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Victor.hl
Victor.hl@VictorTopDefiG·
earned 25 points on variational. i guess my luck has run out. I'm sure most of y'all were expecting another insane number this week😅 had a ref spin up over $118M in trading volume in 5 days. man did $25M before last 2 week's snapshot, and the rest after. Which was why i got 140 points two weeks ago and almost tripled that last week. if you saw my post yesterday about the no 1 on lighter and no2 on variational. you'd clearly see i had 0 refs on lighter, i envied the likes of @Absoluto92,@derteil00, @FKAHimFinance, @Sufficient_Lev . they earned crazy points on lighter from refs for being early there's no point feeling too big to shill a ref link on the tl, except you're a whale, you're prolly shooting your self on the leg. of course you get hate from some people, cause you earn points from referrals. cc2 was the biggest farmer but still shilled his link like his life depends on it. people only hate when they see results. they don't know the time and effort put into max shilling. try setting an alarm for every 6 hours in a day just so you can post 4 times on the variational discord. try using "perp dex" keywords on x, so you can spot cex users or non perp dex users on the tl so you can shill them your link. try subscribing to @BecauseBitcoin $150/m so you can gain access to experienced and professional traders, just so you can preach the greatness variational has to offer to traders, zero fees and bringing of tradfi online. I was definitely in the h*ting stage as a small account. safe to say i did something about it. it's really easy but requires consistency and a bit of luck. all you have to do is provide value on the tl, you grow. support others, you grow also, encourage others in their comment section(very important) it really helps alot. boosts confidence and makes the person know he's doing something right. all i can say is start somewhere. now remember to use code OMNIVICTORR for a 12% point boost + bronze tier upgrade. omni.variational.io/?ref=OMNIVICTO… warning: a lot of codes circulating right now gives 0% boost, you silently lose a % of your $var allocation and never know it. check before you use anything. viva la var.
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Victor.hl@VictorTopDefiG

I earned 389 points on variational this week! almost tripled last week's point distribution. the past two weeks have been crazy ngl. most of you already know the truth behind this but for those who don't all i can say is i got extremely lucky my stats are barely $200k in trading volume weekly, and like $20k in OI i currently delta neutral ondoperps with variational, working on a gold arb strategy by tomDefi btw. If you haven't joined yet. links below ondoperps: app.ondoperps.xyz/?ref=Z2NP1E 5% trading fee discount variational: omni.variational.io/?ref=OMNIVICTO… 12% point boost and instant bronze tier when i say shill your link shamelessly on the timeline, i wasn't joking. viva la var.

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BB
BB@Brokelays·
@Pugonly maybe 7000🤯
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Venomgix
Venomgix@gites4490·
In gateio premarket, @Polymarket price is very stable on pre market Price is stable at 25$ which means 25 billion $ of FDV is expected at launch What do you think , what can be FDV of polymarket at launch
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PugOnly retweetledi
ZielonoMi
ZielonoMi@mi_zielono·
This is just another load of bullshit from the Polymarket dev. You know what's the best way to verify if what he's posting is actually true? Just check if other team members or profiles like @PolymarketTrade, @Polymarket etc, retweeted it. Whenever they are legitimately looking to hire someone, the entire team RTs it to maximize reach because they are serious about it. If it were a serious offer, at least a few other team members would have shared it. You can see an example in the screenshot, where the Polymarket Traders profile and many other team members are RTing to find someone to run the Polymarket TikTok and that is exactly what a 'serious' offer looks like. In my opinion, this is pure damage control after the wave of FUD spilled out from an ex-Polymarket employee who wrote that we’ll be waiting a very long time for $POLY. @mustafap0ly was basically given a role on X so that whenever FUD hits the fan, he steps in to tweet something like "POLY soon/very soon" to calm people down, ensuring Polymarket doesn't lose its metrics and people keep farming it. Back in May 2026, they were posting that the 'airdrop checker' was already ready. (screenshot) Honestly, I wouldn't be surprised if the token doesn't drop until 2028, and until then, they just keep hyping people up with 'soon' promises. Mustafa has also been liking a lot of posts over the last six months claiming the token is just a few months away max etc. Don't fall for it they're only boosting their metrics this way. In the end, by 2028-2030, you'll just get peanuts or even end up at a loss. Personally, I don't think this will end well for them it’s much better to say nothing at all than to constantly frustrate people with 'very soon' bait. Patience has its limits. @shayne_coplan @williamlegate @MatthewModabber approach is not the right way. --------- Jednorazowy post po angielsku bo nie mogę patrzeć z boku jak farmią ludzi, jeszcze nigdy nie widziałem chyba czegoś takiego w "poważnym" projekcie.
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Mustafa Aljadery@mustafap0ly

who's the best in the world at building tokenomic models? DM me

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Keşfet

@corgil @pulsepredicts @HollanderAdam @EKryptowalut @redstone_defi @kornik_crypto @PolyProphee @mustafap0ly