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Tom DeFi
11.6K posts
Tom DeFi
@TomCryptoDefi
DeFi since 2018 Farming Yield on blueChips & stables Airdrop hunting (perps, HyperEVM) Open to collabs · DMs open
HyperEVM Katılım Ağustos 2023
442 Takip Edilen4.5K Takipçiler
@tomthomas90 The reason is simple. Polymarket generates revenue from fees, and fees are paid moving volume.
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@TomCryptoDefi good write up but IMO won't be main metric as too easy to farm :)
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Polymarket Airdrop Valuation
It’s difficult to establish a valuation for an airdrop when we still don’t know the exact criteria, points system, etc.
But I’m 100% confident that the main metric will be volume, so I had several AI models analyze all available and known data, and the results were very interesting.
Since there are no visible points, the most likely structure is a tier-based model.
Estimated assumptions:
• Airdrop allocation: 5–10% (conservative scenarios)
• FDV: $10B–$20B
With these assumptions, the estimated rewards become very interesting.
For example:
• $1k–$10k lifetime volume could result in an airdrop between ~$150 (bear case) and ~$800 (bull case).
And tbh, there are many markets that are practically resolved where you can still buy the winning side at 99.8–99.9¢.
That’s basically:
• 0.1–0.2% profit
• Almost risk-free volume generation
That’s my trick to generate volume.
So… do you still think you’re late?
🔗polymarket.com/?r=TomCryptoDe…
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Respect for the analysis, but the “100% confident it’s just volume” part is where
I’d push back hard.
Polymarket already tracks way more than volume (LP rewards, maker rebates, referrals, fees spent…). Why would they build all that infrastructure and then ignore it for the airdrop?
And volume alone is the easiest metric to game with wash trading. The bracket 3c-97c filter, holding time, market diversity, redeems, X account linking …
If they just rewarded volume, every farmer with $100k and a botted loop would print. They’re smarter than that
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@TomCryptoDefi @variational_io On average
How many days are your positions opened ?
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Variational Points Update
+89.9 Points
Looks like an average week on Variational for me. All positions are delta-neutral and still generated some profit (+$400), so my points are completely free.
The best part is the increasing expected valuation for @variational_io points. According to Aspecta and Polymarket, we are already around a $500M FDV, which with a 25% airdrop allocation would imply roughly ~$17 per point.
We are not early anymore, but Variational is definitely still a great opportunity.
You can get a 12% points boost using my code:
🎟️OMNITOMDEFI
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Yes, I'm continue focused on DN Variational-Extended, I also play some DN on HIP-4 markets and some hedge BTC/ETH on Hibachi, but on Variational and Extended I have the great amount of liquidity.
The main parameters I choose are the same that I wrote on my pinned article:
- high liquidity
- historical funding rate to our favor
- wait for good spread
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@TomCryptoDefi @variational_io Nice Job Tom
Which are the other dex to do DN?
Do you continue using extended ??
Right now I am not founding good DN between those two dexes in order to achieve 400 usd in profit ( maybe positive entry and exit spreads)
Do you have new parameters to choose good opportunities ?
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@PhoXBT @variational_io farming spread and funding rates.
All method and tips explained here:
x.com/TomCryptoDefi/…
Tom DeFi@TomCryptoDefi
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@Cipher0xShade @variational_io Literally, you have the info on the image...
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@TomCryptoDefi @variational_io How many points u get for how many volume
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@MaksimXBT @variational_io For this reason I wrote an article to set up a perfect Delta-Neutral.
x.com/TomCryptoDefi/…
Tom DeFi@TomCryptoDefi
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@TomCryptoDefi @variational_io delta-neutral positions still lost value if the market moved against the hedge
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True, Variational is performing very well, and sentiment has become much more positive since their latest RWA announcement.
People still underestimate how important liquidity is for RWA assets in crypto.
Extended and HIP-3 already have many RWA assets, but sometimes the spread between the first and second order is just too wide.
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@TomCryptoDefi @variational_io if this one is not, what chances have the rest of them :))
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@Absoluto92 @variational_io 1400, let's see if this one will be a good airdrop.
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@TomCryptoDefi @variational_io How many points you have here, Tom?
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@Steveee_stonks @variational_io If they are free, are good points!
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@TomCryptoDefi @variational_io 90 points not bad, still a good result +free points😎
only 36 points for me this week(
x.com/Steveee_stonks…
Steve_stonks@Steveee_stonks
Another Friday, another weekly update of points on @variational_io A difficult week 🙆♂️ 💰 Earned: 36 points 💰 Total points: 591 💰 Goal: 591/1000 My week was not the most successful in terms of the number of points, it is clear that the competition is growing along with the metrics Compared to last week, I received much fewer points, even without taking into account the points for Competition #2. Has the volume increased, the number of users increased, or has my strategy stopped working? I'll try to make some adjustments to the training for this week, I'll try to hold positions more, let's see what happens! In any case, I am satisfied and very bullish about the Variational. Let me remind you that there were some hot news during the week: 🔼 Variational's premarket valuation rose to 500m FDV on @aspecta_ai 🔼 Variational protocol treasury crossed 2M USDC 🔼 Over $215B in volume processed 🔼 @variational_io has surpassed @Lighter_xyz and is now in the top 4 in terms of Open Interest volume 🔼 TradFi tab has been added and some RWA markets have already been noticed on testnet: Silver (XAG), Gold (XAU), Oil (CL), Copper 🔼 SPY, QQQ, EUR/USD, NVDA, AAPL, MSFT, AMZN, META have also been added and marked as Upcoming Great news indeed, which makes me believe in the project and gives motivation to continue working, trading, Variational Summer is coming 😎🔜 Have a nice weekend, everyone 🫶
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TomStrategy has acquired 28.47 $HYPE for $1085.25 at ~$38.12 per HYPE using HyperEVM strategies.
As of 05/13/2026, TomStrategy holds 78.50 $HYPE
acquired for $2784.6 at an average price of ~$35.47 per HYPE as part of its HCA strategy.
Tom DeFi@TomCryptoDefi
TOMSTRATEGY The most important thing in crypto? Having a plan. For months I’ve been following one, but now it’s my rule for this cycle. ▶️ Current mid-term portfolio 95% stables 5% HYPE Everything deployed: • 42% → Perp DEX farming • 47% → HyperEVM farming • 11% → BTC spot orders (Hyperliquid) 📈 Perp DEX (42%) → Delta-neutral → Positive APR → ~100% net APR Pure yield extraction. 🪙BTC orders (11%) → Limit orders on Hyperliquid → Waiting for deep entries 🔁 HyperEVM farming (47%) This is where things get interesting. → LP positions → Focus on @HybraFinance I focus on Hybra because they are 100% aligned with the Hyperliquid ecosystem. Airdrop 2 will distribute more veHYBR, which generates voting rewards. I’ll deposit all of it, together with my existing veHYBR, into @HywardFi (the autovoter). And yes, I’ve configured everything to receive rewards in $HYPE. And here’s the key: 👉 All rewards → $HYPE accumulation (0.4~0.5 HYPE/day) It’s simple, I don’t have IL, so I use all rewards to execute what my guy @VikingoDigital_ calls “HCA” (Hyperliquid Cost Averaging). I’m becoming the new “PurrStrategy Jr.”, the Michael Saylor of HYPE I don’t care about price anymore, I want HYPE. HYPE. and more $HYPE. 🎯 Endgame If BTC and HYPE hit my price levels: 👉 Stables → 0% Final portfolio target: • 70% $BTC • 30% $HYPE No need for other alts. HYPE is my alt exposure.
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The Hyperliquid × Circle announcement could generate around $160M yearly revenue for Hyperliquid at current rates.
That’s roughly $13.3M per month.
For context:
$13.3M/month is already higher than the revenue generated by protocols like Ethereum, Paxos, Aave, or Axiom individually.
MLM@mlmabc
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Thursday, the day of my weekly Hybra payday.
23 weeks of consistent payments:
half from @HywardFi (the autovoter developed by the Hybra team) and the other half directly from @HybraFinance.
All earnings are converted into $HYPE as part of my HCA strategy.
→ $838 from Hyward
→ $1300 from Hybra (first epoch was insane)
Total: +$2100 just for holding $veHYBR and voting.
Passive income, like owning a flat and renting it out.
Hyperliquid.
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