Nikolai Moreau

1.3K posts

Nikolai Moreau banner
Nikolai Moreau

Nikolai Moreau

@nikmoreau

Capitalizing on market inefficiencies through advanced funding arbitrage in crypto. Founder @bendbasis

Katılım Haziran 2024
102 Takip Edilen174 Takipçiler
Sabitlenmiş Tweet
Nikolai Moreau
Nikolai Moreau@nikmoreau·
Stop farming DEX points by blindly looping volume. You’re spending real money on fees and slippage right now for points that may convert someday on a timeline you don’t control. You’re giving up actual capital now for a promise tied to a delayed TGE. Use the diversity of exchanges to your advantage. Run delta-neutral setups. Capture funding. Let points be a bonus, not the strategy. Don’t chase the next Hyperliquid. Earn now.
English
1
0
4
343
linenmito
linenmito@linenmito·
Week 17 @variational_io Points Distribution It’s getting more competitive and honestly, more fun. We are now at 59,412 points with $1.3B Volume, just shy of 60K points, and currently ranked #2 on points Leaderboard. This week: - Approx ~60K total points - Rank #2 on the points leaderboard - Competition Ranked #1 No panic, No overtrading, Just managing our positions and trading across $BTC, $ETH, $HYPE, $SOL, and $BNB Target remains unchanged: 100K points before TGE.
linenmito tweet media
English
20
4
49
1.2K
Vikingo.hl
Vikingo.hl@VikingoDigital_·
My Perp DEX Ranking for Airdrop Farming in 2026
Vikingo.hl tweet media
English
35
5
117
6.2K
Tom DeFi
Tom DeFi@TomCryptoDefi·
Leverage makes money. 1 week of funding rates between @extendedapp and @variational_io. It’s not about points. It’s about DeFi, and how I’m evolving, turning classic perp DEX farming into my own niche, the stable DeFi farming. If you want to follow my path, it's simple: 1⃣sign-up on Extended, or use my boosted code: 🔗app.extended.exchange/join/TOMCRYPTO… 🎟️TOMCRYPTODEFI 2⃣sign-up on Variational: 🔗omni.variational.io/?ref=OMNITOMDE… 🎟️OMNITOMDEFI 3⃣read the quoted article
Tom DeFi tweet media
Tom DeFi@TomCryptoDefi

x.com/i/article/2031…

English
3
1
12
840
The DeFi Investor 🔎
The DeFi Investor 🔎@TheDeFinvestor·
Hyperliquid had more volume today than the next four perps DEXs combined. Its market share just keeps growing.
The DeFi Investor 🔎 tweet media
English
14
6
60
6.7K
AJ👽
AJ👽@Web3AJ_·
Are perd dexs really dead? This is $EDGE sitting at a billion fdv and yes I know their TGE was basically a crime scene
AJ👽 tweet media
English
5
0
7
332
The DeFi Investor 🔎
The DeFi Investor 🔎@TheDeFinvestor·
2026 has been pretty rough so far • $BTC is down 18% since Jan. 1 • 34 dApp exploits happened • 20+ protocols shut down If you are still showing up in this market after all of this, you deserve to win.
English
21
4
70
2.6K
Nikolai Moreau
Nikolai Moreau@nikmoreau·
People often say funding arbitrage doesn’t work. That even if you find a good spread, it flips right after entry and you end up losing. Meanwhile I’ve been holding two positions for 12 and 18 days: SOL 51% APR over 12 days (after fees) LINK 47% APR over 18 days (after fees) No crazy 1000% numbers, but still solid returns for a delta-neutral setup. It’s not risk-free and there are a lot of nuances, but it’s definitely worth it
Nikolai Moreau tweet media
English
1
0
2
52
Nikolai Moreau
Nikolai Moreau@nikmoreau·
One way to approach farming @grvt_io points and don't lose your money (working with other perp DEX airdrops) Run delta-neutral. Long on one venue, same size short on another - remove price risk and focus on the spread. Look for positive funding differentials. That’s what covers fees and generates yield while points accumulate in the background. Same setup applies to other DEXs offering points. If both legs earn points - even better. But the trade should make sense on its own first.
Nikolai Moreau tweet media
English
0
0
2
71
Nikolai Moreau
Nikolai Moreau@nikmoreau·
Lately I’ve been seeing a lot of solid funding opportunities on @01Exchange This screenshot includes pairs with the most stable funding spread over the past 15 days.
Nikolai Moreau tweet media
English
0
0
0
34
Nikolai Moreau
Nikolai Moreau@nikmoreau·
Prediction market arbitrage has been one of the more interesting strategies lately. Same event, different platforms - different pricing. If YES on one platform + NO on another costs < $1 → the spread is yours. Simple structure: -find identical markets across platforms -compare pricing -open both sides -wait for convergence or resolution Profit is fixed, direction doesn’t matter. The only real constraint is liquidity - not every market can handle size. You can scan these setups manually, but it’s time-consuming. Or just use @bendbasis - we match events across platforms using AI and surface the spreads.
Nikolai Moreau tweet media
English
0
1
2
127
Smart Drop Farmer
Smart Drop Farmer@SmartDropFarmer·
Why I’m farming @grvt_io (and why it is the biggest hidden plays right now) TL;DR: - CEX speed + DEX custody, ~10–11% APR on collateral, - Rebates on orders limit (they pay you) - Strong roadmap (spot + SCP) - Solid point valuations anchored by funding rounds… and new incentives bringing fresh users if you farmen Based, backpack or Edgex Here’s how I see it 👇 I’m quite bullish on Gravity, and honestly I think it’s one of the most overlooked setups right now. They’re not the loudest on CT, but the product + roadmap + incentives are starting to align in a very interesting way. 1️⃣ Real product, not just narrative GRVT is a hybrid exchange: - CEX-level speed (off-chain matching) - On-chain settlement with ZK proofs - Full self-custody + privacy 👉 It removes the classic trade-off between performance and security 2️⃣ Capital efficiency as a core feature 👉 Your collateral (USDC/USDT) generates up to 11% APR while trading So: - No idle capital -Yield + trading simultaneously Plus: limit orders earn rebates (you get paid fees) 👉 This is not just trading, it’s capital optimization 3️⃣ Strategy layer (delta-neutral friendly) GRVT fits perfectly for: - Delta-neutral strategies 👉 You can stack: yield + rebates + points Very few platforms offer this cleanly 4️⃣ Roadmap keeps expanding Yield layer (Aave) → rolling out Spot markets → April SCP + extra utility → expected around June Expansion into new asset classes 👉 Clearly more than just a perps DEX 5️⃣ Points valuation (key part) - FDV expectations: ~$400M → $1B+ - Community allocation: 28% Scenarios: • Conservative (~$400M FDV) → ~$8 – $15 per point • Base (~$500M–540M FDV) → ~$14 – $30 per point • Bullish (~$800M–$1B+) → ~$36 – $90+ 👉 Important context: Funding rounds were done at sub-$500M valuations So conservative ranges are actually grounded, not bearish 📌 Final take GRVT combines: - Institutional-grade infra - Real yield - Capital efficiency - Strong token allocation - Expanding roadmap - New user incentives All while still under the radar. 👉 That’s usually where the best asymmetry is. If you want to try it, here’s my referral: 👉 grvt.io/exchange/sign-… Benefits: - Fee reduction - Boost in points accumulation Happy to compare strategies if others are farming it
Smart Drop Farmer tweet media
English
3
0
25
1.4K
Nikolai Moreau
Nikolai Moreau@nikmoreau·
How do you find a funding arbitrage position that stays profitable for at least a week? After trying to earn from funding, seeing 1000%+ APR, entering a trade, losing on fees and slippage, watching funding flip, and exiting - you’ve probably thought: there has to be a way to find something more stable The approach is simple: - Open @bendbasis - Go to the Arbitrage section - Sort by Stability Index This shows pairs where the funding spread has remained consistent over the past 15 days. Then run a backtest on the setups you like to evaluate historical performance based on actual settled funding rates. If a position has remained profitable over the past several days, we can assume there’s a higher chance it will continue.
Nikolai Moreau tweet media
English
1
1
3
113
Nikolai Moreau
Nikolai Moreau@nikmoreau·
Launching a new section for prediction market arbitrage. Check @bendbasis It’s in beta — still a lot to improve: filters, UI, overall polish. Events are matched using AI: we compare the event itself, resolution conditions, rules, and outcomes across platforms. If you spot mismatches — let me know, we’ll fix them. The idea is simple: If the spread > 0 → there’s an arbitrage Buy the same amount of shares across two platforms Wait for convergence or resolution then capture the spread Main limitation right now is liquidity. Not every event can handle meaningful size, but opportunities are there.
Nikolai Moreau tweet media
English
0
0
2
127
Nikolai Moreau
Nikolai Moreau@nikmoreau·
Got a 30% points boost for you on GRVT. The airdrop looks promising, but nothing new here – the position comes first, points are just an extra. Use delta-neutral setups to bring your cost per point close to zero. If the setup is profitable on its own, you get paid now. If not, you’re just burning fees hoping for a future payout. Seen how that ended for many on Paradex.
Nikolai Moreau tweet media
English
0
0
0
50
Nikolai Moreau
Nikolai Moreau@nikmoreau·
Points from @extendedapp are coming in slowly. Last week I was running a delta-neutral gold position — funding was around ~70% APR, so that was the main source of return. The points just accumulated in the background. The easiest way to avoid disappointment is to treat them as worthless from the start. And if the airdrop ends up paying, that’s just extra.
Nikolai Moreau tweet media
English
0
0
0
44
Nikolai Moreau
Nikolai Moreau@nikmoreau·
The Arbitrage section on @bendbasis is unique Instead of just show the “best” exchange combination at the moment (we have that in the Screener too). This page focuses on stable opportunities Pairs in the table are selected using a stability index calculated across all tokens and exchanges – more than 20k combinations. The index is based on actual settled funding rates Because of that, we use a single timeframe – 15 days to measure how consistent the spread really was Enjoy it while it’s still a quiet corner
Nikolai Moreau tweet media
English
0
0
2
48
Nikolai Moreau
Nikolai Moreau@nikmoreau·
Feels like the most crowded trade right now is calling for a global crash. Markets rarely reward the consensus view.
English
1
0
0
25