Ninjmo

Everything I’m farming rn and why: Extended: starknet perp Dex founded by ex Revolut employees. Has a lot of coins and spread is pretty good. hopium is that it gets integrated into Revolut with builder codes app.extended.exchange/join/NINJMOE Variational: Perp DEX that has literally every coin you could ever want to trade with leverage. Uses RFQs instead of CLOBS(I barely understand what that means but it’s why they have so many pairs) use code: OMNI6I23IB18 Cascade: 24/7 neo-brokerage(perps DEX) it’s super hyped rn with everyone trying to get codes to pre allocate to the liquidity strategy. Also gonna have private equity like OpenAI tradable. Super early Nado: Perp DEX on ink(kraken L2). Won’t have their own token you’ll get rewarded in $INK I’m honestly just farming this cuz I saw some people who were early on other dexs say they were🤷🏽‍♂️. Pre points super early. app.nado.xyz/?join=lutQoRy Ethereal: Ethena perp DEX earn up to 27.2% on deposits👀 prolly get a ENA airdrop too. Using my code gives you access to trading. app.ethereal.trade/?ref=L2ETOBNLC… Pacifica: solana perp DEX that’s self funded. app.pacifica.fi/?referral=Whyn… Access codes: Q2SQSK45SSJGK5RG, SF9GRZR2G5H9R70X, MF1ZG0D4301RTVS0, BVXD91VTQTH21AND, Q0W126TJAWDBYT0E Have more if needed Paradex: Only like a month left to farm this it has good OI and volume tho could get some nice last minute points with the right capital. app.paradex.trade/r/analyticalno… Hyperliquid: obviously app.hyperliquid.xyz/join/MOECHI Hyperliquid eco: Treadfi: really like their MM bot obviously lets you farm volume but it’s getting better and better profitability wise. Also helps you open positions using maker volume (lower fees)app.tread.fi/referral/QXHFA… Tradexyz: trade equities duh project X: make some evm volume, make use of your hype don’t think the airdrop will be huge but its useful liminal: probably the most useful thing built on hyperliquid especially with being able earn yield on your margin now. Delta neutral yield. liminal.money/join/MOE Ventuals: pre ipo perps hasn’t taken off as much as I would like but is truly innovative seems like theirs a high chance it fails but if it succeeds it changes the world. Mannnnn lowkey didn’t realize I was doing this many tbh 😭 there’s going to come a point where perp dexs become like l2s in the sense you get diminishing returns on farming them. Don’t know if we’re there yet but it’s definitely a possibility. So be careful don’t invest more than you can loose NFA

@Globalflows Hyperliquid

I want to explain the most misunderstood factor for Hyperliquid. If what I lay out is going to happen, the price will easily go to $350 this year. 🧵 Right now, everyone is overly fixated on the launch of the ETFs. The Hyperliquid ETFs are a drop in the bucket for the wall of capital that is going to hit the market This is very straightforward if you understand global interest rates, fx, and the supply of money in the system. Most people have ZERO clue about how these markets function because they have never traded G7 rates. People think they understand liquidity because they traded Bitcoin during a dollar devaluation narrative but when asked about the most important input into macro liquidity, interest rates, they have no clue. It is IMPOSSIBLE to have a view on macro liquidity and money in the system without understanding interest rates. These are two sides to the same coin. Let me lay out this thesis very simply: 👇 Interest rates are all about the price you pay for money in the system. FX markets are the flip side of the coin, which is denominated the actual currency you are borrowing relative to other currencies and their respective interest rates. Why does this matter for Hyperliquid? Because the largest markets in the world are all about interest rates and FX. Bitcoin and crypto are a drop in the bucket for large players who are managing massive balance sheets. If Hyperliquid can provide enough value via liquidity and low-cost leverage, then the largest players in the world will start moving more capital onto the platform to transact in the most important markets, interest rates, and FX. Simply put, if you have enough liquidity on your platform, the price you pay for leverage can be LOWER than what you might pay somewhere else. Simple example: If you need a mortgage for your house, you are going to try to get the best rate possible. This is you trying to find the "cheapest leverage" possible in the system. If someone offers you a lower interest rate, with no trade offs, people will take it. Many brokerage accounts compete with each other on the margin rates you have to pay in order to use the firms margin. The same dynamic is true for Hyperliquid. If they can provide attractive margin rates (or what we can funding rates on Hyperliquid), then this is the real value proposition for Hyperliquid. While everyone is focused on ETF flows, you want to ask what are the drivers of value that would catalyze the flows of the largest players to begin using Hyperliquid every single day. Clearly, the regulatory constraint is holding capital back like a dam holding back water that wants to pour into a new market. But the most important thing to understand is that if the funding rates for interest rates and FX are low enough on Hyperliquid, this begins to attract capital from the largest players in the world. This especially attracts capital from the entire Eurodollar market that is constantly trying to hedge the surplus of dollar liquidity that is in the system due to the dollars reserve currency status and the historic level of trade the US has conducted which has pushed an unprecedented level of dollars through the entire system. This flow mechanism connected to the larger macro picture is WHY I am so bullish on Hyperliquid. Notice that functionally, no one else has talked about this. They think this is just the regular "crypto cycle" where you buy momentum and fade the price once everyone starts talking about it on the timeline. The place we are at with Hyperliquid is actually taking advantage of the biggest blind spots for both people in crypto and people in traditional markets. Crypto people have been conditioned to just think in terms of pump and dumps instead of value creation and flow mechanics in the global interest rate complex. Traditional finance people have functionally dismissed crypto as something that is worthless because no one has really provided true value that has lasted. This is why I wrote this article on the blindspot that existed earlier this year, before Hyperliquid made its massive YTD rally: x.com/Globalflows/st… There is a reason that no one is talking about these mechanics. The crypto influencers or VC establishments won't talk about it because they didnt get to invest in Hyperliquid before it launched or get a crypto allocation to schill. On the flip side, the largest institutions won't talk about Hyperliquid because they dont want to draw attention to a market that they havent established a dominant positioning in yet. "Do you mean to tell me you've finally established a position, so you can price mine?" - The Big Short My job is a trader. I get paid to hold risk and I have established a position in $PURR which is the largest Hyperliquid treasury company and the only treasury company in the world with a positive P&L right now. It is up over 140% since I originally published the view (see my pinned tweet). But we have only just begun to price what is possible for Hyperliquid and what is possible for $PURR. Once you realize that Hyperliquid sits in a massive gap in the tradfi and crypto space, then you will realize why $PURR sits as the bridge to BOTH of these. I continue to hold my $PURR position and it is my strong conviction that Hyperliquid will have a significant rally beyond anyone's expectations and $PURR will be the direct beneficiary of this in addition to adding additional shareholder value on top of HYPE returns. There are several things that you need to know in order to navigate these changes in Hyperliquid: 1) Understand that we are in a credit cycle melt up that in its very nature is currently sowing the seeds of its own demise. None of this will end well given the amount of liquidity that is in the system but first we are melting up MUCH MUCH HIGHER. 2) Hyperliquid underlying drivers in its value proposition that could catalyze capital aggressively moving onto the platform to access cheap leverage. 3) All of the signals for positioning in global risk assets, interest rates, Hyperliquid, and $PURR. I will be providing an entire playbook for #1-3 in a livestream tomorrow at 8:30am MST. You will walk away with a playbook for the credit cycle, a model with the code included on mapping funding rates on Hyperliquid, and Tradingview models for monitoring the positioning signals. This will be 100% free for everyone who is a subscriber here. I will send out the links tonight and resend them tomorrow morning so no one misses it: capitalflowsresearch.com/subscribe Below, I will link the most important tweets and videos I have done thus far that you should review before the livestream tomorrow Welcome to global macro HYPERLIQUID

Gonna start farming variational and nado again. I stopped both because I was farming other projects and only have so much money😭. However I think these 2 will cook and both seem to be tgeing around Q4. So it gives me some time to run up some points. Should I do a new list of what I’m actively farming rn?🤔

Had like 8000 points got like $25. Pretty underwhelming. However I do think this is one of the better ways to end a points program without a token. I feel like I would be mad if this was a perp dex or something i actively spent fees/ lost money on that did this, but since it was just a passive income earner cant be to mad. I’ll probably still lp here because they have nice aprs, and additional rewards on top should make it one of the better places to do so for a while. This is the second EVM project to end points without a token. Wonder if this will become a new thing?

HYPE has given every reason to bullieve. But when I look at the chart I can’t help but see us going back to $20. Admittedly I’ve been trying to short back to $20 since like $25😂😂 So I’m more than likely wrong shorting this shit is the new widow maker trade. But still….

@Globalflows You and James have had some incredible calls lately. Salute ser🫡

****taps sign

@Ralph2sol @tread_fi I’m a small fish in a big pond ser🥲

@ninjamoe420 @tread_fi Why?! 👀

Something is starting to happen Do you have enough @tread_fi points? We’ll find out soon! 👀

The monthly candle for hype is fucking crazy

@derteil00 I am once again reminded my size is not size 😭

(again)

@Cbb0fe @variational_io Us my code if you’re not gay ser👀 OMNI6I23IB18

Hey so who has a @variational_io invite code? (yeah I know I called it a scam a few months ago, my quant might have fucked up)

Back to my regular scheduled crypto shit posting. Finished top 300 on @tread_fi 🥳 spent ~2400 in fees for 10 million in volume😬whenever points end I always wish I went harder but aye it is what it is🤷🏽‍♂️ honestly my price per point is terrible when I compare it to others😭 however all my volume was done on HIP3. So pleaseeeeeee give us a hype S3 and tradexyz airdrop pleaseeeee💀 can’t wait to see what tread does next seems like some pretty interesting things are coming down the pipeline.

I fucking hate working. Shit be so soul draining. Literally giving away your life essence for a bare minimum lifestyle. While others prosper off your effort. The gamification of life is a direct result of capitalism squeezing every ounce possible from individuals. Until the rock gives blood. The carrot on the stick being that eventually you can win one of these games, and escape the purgatory where you currently reside. The funny part being you most likely won’t but the dream will keep you from revolting against the system thats sole purpose is to make this outcome deterministic. Of course i too will continue to chase the carrot. Because obviously i am the anomaly within the system.

This is the easiest it’s ever gong to be to get @cascade_xyz points. SEC is about to allow stock tokenization and dexs that prioritize US regulation are going to be the biggest winners. Thats why I’m so bullish on Cascade because that’s their main priority. Everyone’s fighting to be the financial super app, and I think Cascade has a chance. If you want to get expose use my code anon cascade.xyz/signup?code=TX…

@mk4_lul Ya they are, and that shit makes me sick to my stomach 😭 feels like ventuals needs to make a shift or my points will be worthless💀

tradexyz just gonna straight up eat ventuals’ lunch or

Pssstttt hey kid… ya you🫵. I got one of them Cascade codes here for ya.🤫 cascade.xyz/signup?code=TX…

@alex_hunter20 Hardest coin to short

So Loracle was up $1M on his $HYPE short and started closing it, the market saw that and decided to send the price to the moon to trap him lmao Now it’s been 15h since he stopped closing his $HYPE short because he’s down $6M 😭😭

@KobeissiLetter Do people actually believe this?

BREAKING: Cuba has acquired more than 300 military drones and has begun discussing plans to attack the US base at Guantanamo Bay, US military vessels, and possibly Key West, Florida, per Axios. Details include: 1. The threat is being described as potential "pretext for US military action" 2. CIA Director John Ratcliffe traveled to Cuba on Thursday and warned officials against engaging in hostilities 3. More US sanctions against Cuba could be announced this week 4. US intelligence says Cuba has been acquiring attack drones of "varying capabilities" from Russia and Iran since 2023 Key West is just 90 miles north of Cuba.

If you have hype staked or extra hype probably not a bad move to stake it with unit🤷🏽‍♂️

Chat am I a top signal???

New @cascade_xyz code if anyone needs it🫡 cascade.xyz/signup?code=TX…