halim0x🕯️

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halim0x🕯️

halim0x🕯️

@halim0x_

Lifelong learner,Zkp maxi,Humble Farmer 👇Focused on these right now

Katılım Eylül 2014
3.2K Takip Edilen792 Takipçiler
Cryo Palmar
Cryo Palmar@CryoPalmar·
No surprise that Broox from Axiom was so effective with insider trading The man can see two monitors in one look
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Tom Mitchelhill
Tom Mitchelhill@ideacasino·
this is an egregious misstep that inverts the causal nature of two questions: “why do people sell airdrops” + “why do people not sell airdrops” - without solving for either of them the end goal shouldn’t just be giving more tokens to users who “never sell” previous airdrops (many of these could be inactive/hedge wallets) - it’s to not launch borderline pointless tokens, with no path to revenue or any positively reflexive fundamentals whatsoever at $2B+ day one valuations rewarding the people who simply never sell is a blind, box-checking solution that sounds great in a marketing huddle, but plays out like microwaves dogshit on the chart post-launch this is a bandaid solution that might hold a token afloat for a few days (maybe a few weeks in good conditions) but it’s not even close to a cure for launching at nauseating values and expecting people to hold when they know they tokens they just received for close-to-free aren’t worth a fraction of what they’re trading at on day one of launch
Haseeb >|<@hosseeb

This is awesome. Espresso is launching their airdrop using holder scores (an idea I proposed last year), programmatically rewarding users who held previous airdrops in their own airdrop. First step toward a user building long-term reputation by how they behave in the airdrop. Basically, jeeters get less tokens. This is exactly how any bookbuilding process works; it's how businesses choose their partners, how founders choose VCs, and with the help of a little data analysis, it can now be how projects can choose their initial holders. Cool to see! Curious how this plays out in the holding data for $ESP after it launches. (You can see from the comments that airdrop farmers hate it, which is a feature IMO)

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Haseeb >|<
Haseeb >|<@hosseeb·
This is awesome. Espresso is launching their airdrop using holder scores (an idea I proposed last year), programmatically rewarding users who held previous airdrops in their own airdrop. First step toward a user building long-term reputation by how they behave in the airdrop. Basically, jeeters get less tokens. This is exactly how any bookbuilding process works; it's how businesses choose their partners, how founders choose VCs, and with the help of a little data analysis, it can now be how projects can choose their initial holders. Cool to see! Curious how this plays out in the holding data for $ESP after it launches. (You can see from the comments that airdrop farmers hate it, which is a feature IMO)
Espresso Foundation@espressoFNDN

Airdrops are broken. They reward metrics anyone can game: tx counts, snapshots, etc. But they don't reward what matters to projects building something real: long-term conviction So we analyzed 10+ past airdrops to discover who held vs dumped. Introducing Holder Score ☕️⤵️

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Maran
Maran@TheMaran·
"we minted 1 nft on the aptos testnet and received a $1000 airdrop per wallet"
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halim0x🕯️
halim0x🕯️@halim0x_·
Since farming perp DEXs has become more difficult, If you have a high balance I recommend parking your funds in vaults and relax. For smaller balances, you can try farming with minimum loss by hedging between Polymarket and Predict fun, just like I do. Predict fun invite link for 10% fee discount. predict.fun/?ref=137A7
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space Ξ
space Ξ@spacexbt·
I got liquidated for $1.7mil today decided to distract myself with youtube shorts cobie popped up and is warning me to not buy any spot bitcoin
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Didi
Didi@DidiTrading·
Day 417: The moment everyone agrees that burning fees for airdrop points is +EV is usually the exact moment it turns into -EV. When public tools start popping up to “optimize” farming, you’re no longer early, you’re the yield. At that point, these protocols are farming you, not the other way around. Be especially careful with hype-driven launches. Just look at how many random perp DEXes are spinning up right now Also, don’t blindly follow ref-link shillers who aren’t even using the protocol themselves. A good airdrop farmer arrives before the crowd and leaves the moment they show up.
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Callum
Callum@CallumOnCrypto·
@LayerZero_Core Is this October 2nd or February 10th? (UK vs US)
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LayerZero
LayerZero@LayerZero_Core·
A shared belief in an idea so inevitable that the world, someday, wouldn't be able to ignore it any longer. 2.10.26
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Insightful
Insightful@info_insightful·
The @Owlto_Finance airdrop actually happened, launched on Binance, and went up almost 130%? All in ~24hrs.... What's going on here?
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Ahri / Rachid
Ahri / Rachid@belrhiti·
youtube comments > *
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Supertramp
Supertramp@StayRoamer·
@NukidRedux Ser you don't understand ser, [project i sold] revenue is down on the day and they're doomed - you really need to try out [new perp dex i made a deal with]
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Supertramp
Supertramp@StayRoamer·
Utility, you say?
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hft
hft@hft_larp·
Q 9.5 @ 95 GC
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sam.rise
sam.rise@sam_battenally·
honestly, the Panda Land discord is much higher quality than CT rn kudos @derteil00
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0xTria
0xTria@0xTria·
Congrats to everyone on @Lighter_xyz TGE day 🎉 And congrats to everyone who managed to make money on it. This one was insanely fast. No multi-year wait for an airdrop — just 6–9 months and profits in your pocket. Beyond the $LIT tokens I received from Lighter, I also gained a lot along the way: - ~2,000 smart and high-quality followers on Twitter - Leveled up my Python and statistics skills by scraping and analyzing all Lighter points data - Built a site to track stats, points, and open positions on Lighter - Improved my SQL skills and created my first (and most popular) Lighter dashboard on Dune - Met several really smart people thanks to the Lighter ecosystem I hope the tweets and tools I made for Lighter helped you and you were able to earn money. The downside: The time I spent building tools didn’t fully pay off financially 🙂 If I had spent that time just farming Lighter, I probably would’ve made more. But hindsight is 20/20. Congrats again to everyone who made money on this. And if you didn’t earn much or didn’t earn at all don’t worry. There will always be another opportunity to make money in this market.
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halim0x🕯️
halim0x🕯️@halim0x_·
@tervelix mail bırakamıyorum hata veriyor. telegramdan yazdım hocam bakar mısın
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Points Goblin
Points Goblin@PointsGoblin·
this might be the greatest thing i’ve posted so far on twitter there’s actual data here + some real alpha that should help anyone farming on @extendedapp improve their PPM meaningfully quick follow-up with real numbers from epochs 33–34 baseline first (so we’re anchored): median across everyone ≈ 279 PPM now the interesting part volume doesn’t scale linearly with points points follow a power law pretty cleanly: Points ≈ 0.0010 × Volume^0.9009 R² ≈ 0.82 translation: doubling your volume gets you less than 2× points you can see the decay clearly by bucket: • < $100k → ~360 PPM • $100–500k → ~285 • $500k–1M → ~259 • $1–2.5M → ~254 • $2.5–5M → ~241 • $5–10M → ~232 (small sample) • > $10M → ~220 (small sample) personally, the $1–2.5M range lines up best with how i trade, it looks like a good scale without killing efficiency taker ratio was a surprise median PPM by taker mix: • 0–20% taker → ~184 • 20–50% → ~215 • 50–80% → ~330 (best) • 80–95% → ~287 • 95–100% → ~302 going full 100% taker isn’t optimal. not just from a cost angle, but also from a pure points efficiency standpoint holding time (messier, but directionally clear) this one’s noisier and needs more data, but pure churn clearly isn’t winning median PPM by hold time: • <15 min → ~273 • 15–30 min → ~253 • 30min–1h → ~261 • 1–2h → ~338 • 2–4h → ~306 • 4–8h → ~321 • 12–24h → ~391 (best) • >24h → not enough data yet, but PPM was even higher directionally: longer holds are spam trading, where the ceiling is… still TBD positions is where things get spicy this one stood out the most and honestly caught me off guard median PPM by number of positions: • 1–5 positions → ~587 PPM • 6–15 → ~350 • 36–75 → ~210 that gap is massive. not sure yet if this is fully causal or a side-effect of something else, but it’s extremely consistent across the data same story with pairs: • 1 pair → ~315 PPM • 2 pairs → ~280 • 6+ pairs → ~255 spraying across pairs looks strictly worse than focusing on one or two pairs quick disclaimer this isn’t clean science,data isn’t clean and i’m not pretending this explains everything but the patterns keep lining up the same way for the limmited amount of data i have and obviously this doesn’t capture everything boosts, pnl, etc... TL;DR • points follow a power law with volume (diminishing returns) • 50–80% taker beats full taker • longer holds > pure churn • fewer positions + fewer pairs = way higher PPM i’ll be running this exact setup in the new epoch and sharing how it actually plays out
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