Pitou-Sama
27 posts

Pitou-Sama
@iscans
Here to just talk shit about what I do and love to do
Somewhere in Africa Katılım Kasım 2010
65 Takip Edilen34 Takipçiler
Pitou-Sama retweetledi
Pitou-Sama retweetledi

8 things to keep private as a perp dex trader:
1. never tell anyone real pnl
2. keep ur size and entries quiet
3. don’t leak pt farming routes
4. hide fund rotation
5. keep ur referral whales anonymous
6. don’t share tilt moments
7. never expose ur edge
8. your comment...
the less u say the more u print
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Your favourite platform did the same to protect your asses. Have some dignity

Boywus@Boywus
很遗憾的看到一家DEX去封禁用户,并且强行对用户的利润直接进行扣除剥夺。 @SystemicStratHL 是 @HyperliquidX 上的一个很有名的策略金库,与 @paradex 的纠纷内容在于paradex的第三方预言机服务给了错误的价格, @SystemicStratHL 发现了被低估的报价,于是开单,在上面获利了。 我在 @paradex 上交易过一段时间,他们的永续期权的确是个有意思的设计,UI和交互都还不错,最后由于各种原因就很少在上面交易了。 但是作为一家DEX,如果你的金库充当做市商,那么就应该愿赌服输,第三方预言机的错误不应该是封杀用户的理由。只要不是对智能合约进行攻击,其他所有行为都应该属于市场价格发现的博弈,难道第三方预言机给的高溢价价格的时候,有把利润返回给用户吗? 而且这是DEX,大家不在CEX上交易的理由就是 透明性与公平性,禁止别人再在你的平台上交易还是商业道德范畴,但是剥夺已实现利润是完全不符合DEX原则的。 每一个还在 DEX 上交易的人不去CEX交易,就是为了数据不会被随意篡改的公平原则。
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Save whatever is left of your dignity. You are far too old to act like you don't know protocols will take the decision that best protects their users from manipulators.

Guy de Lusignan@veH0rny
AINT NO WAY
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Nado feels smooth. You can tell it just needs refining and it's going to eat the lunch of a lot of these perp dexes.
Placing my bets on .@Jackisnotinabox
And team...
GIF
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@Jackisnotinabox @szymon_dara @nadoHQ The biggest edge is information differentials. What you don't know is something you can't profit off.
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@szymon_dara @nadoHQ 4%? We haven’t released any details on on Nado/$INK
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New perps dexes overwiew:
1. @nadoHQ
- Daily volume: 290M
- Fees: 3,5bps taker, 1bps maker
- Airdrop maths :
1515$ per 1M volume = 4,33x return on taker fees
Data for calculations:
2B FDV, 4% $INK airdrop towards Nado, 6 months campaign, fixed amount of points distributed each week. (counting average value created for 1M volume).
Tried it couple days ago and decided to skip. Dont like the farming opportunity there.
2. @etherealdex
- Daily volume about 60M
- Fees 3bps taker, 0bps maker
- Airdrop maths:
Too much friction with points programme yet to do any maths.
Waiting how airdrop campaign actually play out. See the potential with low daily volume and actual unique selling point.
3. @perpltrade
- In testnet now.
- Docs looking poor, fees unknown yet.
- Monad price action and % allocation for airdop makes me instantly bearish. Yet staying open minded.
Conclusion:
If both Extended and Variational launches at 1B FDV farming these two with delta neutral strategy will provide 10x return when done correctly.
Expecting higher valuations for both.
No need to complicate strategy now, I am sticking with boring stuff that works.

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Pitou-Sama retweetledi

I remember buying the GMX ICO back in 2021.
After watching Uniswap change everything, it was obvious to me that perp DEXs were the next frontier.
I nailed the trade early and was an enthusiastic community member from day one.
GMX had everything you’d dream of at the time:
– zero VCs
– composability
– a real solution to the liquidity cold-start with GLP
– some of the earliest real DeFi fees
– ETH fee-share to token holders
– and a hardcore community that carried the project on its back
I also remember how painful it was to round-trip one of my largest positions during that period.
This was despite having what I considered a 'perfect' scorecard.
The lesson I took from GMX is simple and brutal:
'growth over everything else'.
GMX stopped growing.
And when growth stops, nothing else saves you
Not being VC-free
Not having a loyal community
Not elegant tokenomics
Not clever mechanism design
Not even decentralization
Contrast that with Binance.
It kept growing relentlessly. Users, liquidity, volume all increased and BNB kept climbing.
The divergence becomes obvious here:
(BNB vs GMX chart)
And the lesson hit even harder because one of my closest friends took the exact opposite bet in 2021.
I went all-in on the idealistic path: pure DeFi, pure principles.
He went all-in on BNB: pure realism, pure growth.
His portfolio multiplied several times.
Mine melted.
It was a rude awakening and a lesson I remind myself of every single day as an investor :
Growth over everything.
Nothing else matters.




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Pitou-Sama retweetledi

Market makers onboarded.
Trades are being tested.
Liquidity is live.
And testnet users that previously received a special profile picture will have an updated one they can show off in their profile and the 01 Trollbox on Mainnet.

01.xyz@01Exchange
Just pushed another update. - Referral System - Open Orders Visualization - Special Limited Edition 01 NomNoms Profile Pictures (Limited to 19,300)
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