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budapest

@buda_cm

defi research/analytics

Katılım Şubat 2021
301 Takip Edilen2.6K Takipçiler
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budapest
budapest@buda_cm·
If you saw: - BTC's collapse from $69k to $15k - The fall of $LUNA to $0 - 3AC's journey from $18 billion to $0 - Celsius and Voyager bankruptcy - #FTX Scam - Depeg $USDC to $0.89 - Peak FUD on #Binance - SBF went to jail You are now a crypto OG.
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csm@csmcis·
@buda_cm Revolut Mafia) I think everyone who has gone through Revolut creates companies differently, as they have gained a unique experience in finance.
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budapest
budapest@buda_cm·
Extended is almost unique in the crypto industry, with over 80% of the team members formerly at Revolut. Let me remind you that Revolut is one of the largest fintech startups in the world, valued at $75B+. Are you still thinking Extended will be worth 100-200-500M? Look at the bigger picture: they're the most experienced team in crypto. In the long run, they'll be a unicorn. You know, there's even an opinion that Revolut is more likely to become a unicorn (1B FDV) than anyone else. @rf_extended and his team will prove it. Expecting more💚
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budapest
budapest@buda_cm·
@csmcis P/E valuation is the most effective analytics for fundamental data. People often think with emotions, but analysis always wins Expecting more
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csm@csmcis·
Extended is super underrated on Polymarket! I just saw a great opportunity even for those who have not farmed Extended, but want to bet on one of the strongest Perp DEX on the market. Just look, only 7% for 1B FDV and almost the same for 800M FDV. And now I'm going to show you that this is a great opportunity: 1) The market is gradually coming to life and may be counterintuitively bully in the summer, just in time for the Extended TGE 2) These bets are placed before the announcement of the partnership with eToro 3) These bets are made before the release of the remaining products (spot, multi-asset collateral, etc.) 4) These bets are made before the disclosure of the Extended total revenue (as Hyperliquid was once revalued) 5) If we take the classic P/E, then with an income of 30M and a 30x multiplier, we can expect at least a fair estimate of 900M. 6) There may be tricks up the team's sleeve that even we don't know about. @derteil00 What you think about it?
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budapest
budapest@buda_cm·
Extended just start to give about 800k pts per week I guess we so close to TGE and points starting to be expensive Wanna to see 1B+ FDV on TGE God bless🙏🏻
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budapest
budapest@buda_cm·
Extended has an extremely strong product in such a volatile market. DeFi hacks, crises, and wars—that's when great companies are born, and Extended is one of them.
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csm@csmcis·
Extended is underestimated, people don't see the truth! There are so many publications in CT, KOLs, Perp DEX degens that make mistakes and do not see the full picture of the power of Extended. 

 We want to fix this and deliver a couple of takes where they make mistakes or don't see all the information:

 1) Why do we use DefiLlama for volume reporting? DefiLlama captures only half of the total volume on Extended.
In fact, the volumes are many times larger, and Extended is always in the top 6-8 Perp DEXes in terms of volumes. Use this official Dune to be correct -dune.com/extended/exten…

 2) All Perp DEX companies declare the number of total users. However, it is much more important how many of them are real and active. Extended is breaking its own records for active daily and weekly users. 
 3) Perp DEX must earn. The 0 FEES meta has passed, and even those who used to be 0 FEES are now introducing % for trades, which turned out to be ineffective (just hype).
 Extended adheres to its own rules and charges a commission of 2.5 BP only from trading on the market, Limit orders are processed for 0%. 4) Hidden transactions and flooding of Market Makers. There are certain Perp DEX that are fictitiously at the top in terms of volume, on which volumes are not organic and make up for the most part a MM volume boost. 

 Extended is extremely honest, no hidden and exclusive deals, no payment for MM, everything is solely based on the initiative of the participating MM and their faith in the Extended point. 5) TradFi assets. The Extended team has already hinted more than once about a partnership with eToro, which will bring one of the strongest liquidity for this asset category. 6) The speed and cost of processing orders. Extended has one of the best Perp DEX on the market in terms of speed and cost of order processing, especially for large amounts, on par or sometimes even better than Hyperliquid and Lighter, you can see this for yourself in the reports from @lyubo_p . 7. XVS is a game changer on the market. Where have you seen that your capital can be used twice, as the liquidity lying in the Vault and receiving the APR, and as trading liquidity. 8. One of the best ratios of volume and open interest, top 2-3 in the market. The list can go on... I want to express my respect to @rf_extended @lttlanna @derteil00 @Saram_ath and others in the Extended team as a whole for such a great work. Also thanks for this video - @_milaniya Expecting more...
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budapest
budapest@buda_cm·
@rf_extended The architecture is already ready and traditional finance is becoming a truly sought-after product in the DefI world - we are waiting for full-scale implementation from Extended👀
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rf.extended
rf.extended@rf_extended·
From our conversations with TradFi brokers, it’s clear that moving to 24/7 is quickly becoming table stakes. To get there, most are looking at two routes: launching perps (either in-house or via partners) or extending CFDs to 24/7 and hedging the exposure externally. When discussing the second approach, hedging CFD exposure with perps (instead of futures, leveraged spot, etc.), two structural differences stand out: 1. Deterministic liquidation vs operational margining. In TradFi, margining is rule-based but involves operational processes and potential grace periods, while in perps liquidation is fully deterministic and continuous, ensuring individual account and system-wide solvency without credit assumptions. 2. Managing funding vs rollover / borrow costs. Perp funding is realized more frequently (hourly / 8-hour), and can be significantly more volatile as it reacts in real time to positioning imbalances, compared to the smoother, benchmark-driven cost of carry in futures and financing markets. None of those are blockers to a wider institutional adoption of perps, but rather observations on how traditional players are already adapting their ways of working to benefit from perps and DeFi.
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budapest
budapest@buda_cm·
In fact, Extended's XVS is a truly unique and effective income-generating instrument in the DeFi world. Literally in October 2025, @rf_extended (CEO of Extended) pitched it to some exchange users in Singapore, and there was one skeptic who asked serious questions: from the Jelly-jelly case to the yields. Now we have a unique product whose quality is unparalleled – you can earn returns, use these funds on the exchange, and also understand that this is an extremely secure place for your assets with a multi-level risk system. Structured and meticulously thought-out solutions make good companies the greatest companies. Expecting more
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Pop Punk
Pop Punk@PopPunkOnChain·
I can't be any more bullish on what we're building at @pumpcade The core premise of "speculation on verifiable outcomes" is simple at it's core, but opens up a world of possibilities. PS: If you're a growth expert and want to join a well funded team that works FAST, DM me.
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rf.extended@rf_extended·
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.
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budapest
budapest@buda_cm·
Many people make the mistake of not looking at the project's team, but only at the hype mentality. Founders and the team are what makes a project successful in the long term. Look at @chameleon_jeff and Hyperliquid, with a 1B+ profit and a team of 11 people. I've seen many founders and teams, but I can say for sure that @rf_extended and @lttlanna as well the technical team, are incredibly pleasant and experienced people who understand the industry. Choose projects with your heart, not with general opinions-the crowd often realizes everything too late, as was the case with $HYPE at $3 on TGE. Extended💚
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budapest@buda_cm·
Extended shows the power of real influence and development. At a time when the market is flat and liquidity is eroding, and DEXs are losing users, we have the following records. >Weekly Active Users(WAU) ATH - 20,792🔥 >Daily Active Users(DAU) ATH - 17,881🔥
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csm
csm@csmcis·
Extended = organic, not just hype! Just look at the Daily and Weekly active users. The market is in range, volumes have dropped, activity across the market is slowing down… HOWEVER, user metrics keep their peak values. What is this if not a proof of organic use of the exchange? By the way, this is a good example of a project WITHOUT purchased KOLs and generally Paid advertising. @rf_extended @lttlanna please cook more!👨‍🍳
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budapest
budapest@buda_cm·
We keep asking whether AI will replace human jobs, but that question already feels too small. Human intelligence have limit Our IQ is constrained by biology, usually somewhere around 80-150. Today’s AI models are already approaching 130–140, and unlike us, they don’t have a clear ceiling. There’s no fundamental reason they couldn’t reach 200, 250, or beyond. It's becoming clear that AI is no competitor to humans. All human knowledge is simply a learning process for AI. This isn’t about replicating human thinking anymore. It’s about creating systems that can go further than the best ideas we’ve ever produced. And that shift changes the conversation entirely: the real question is not whether AI replaces us, but how we adapt to something that is no longer limited by us.
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budapest@buda_cm·
The takeaway is simple: start a personal blog and build your skills with AI. The future sets the direction - our mission is to adapt.
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budapest@buda_cm·
Many people still say AI isn’t suitable for personal blogging. They argue that it lacks context, doesn’t fully understand the task But that’s already starting to change. And the people who are using AI in their daily workflows are beginning to see the benefits.
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budapest@buda_cm·
AI will become even more powerful. Here’s how to grow your personal brand in a new way. Today, we’ll explore how new AI technologies are opening an entirely new chapter in personal branding - one that’s more accessible than ever.
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