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wasabu

@wasabu0x

Crypto Notes

Katılım Temmuz 2012
102 Takip Edilen160 Takipçiler
muar
muar@muarmemuar·
A few bullish takes on @nadoHQ Season 2 - Dynamic point distribution instead of fixed emissions Previously, Nado distributed a fixed 950k points every week. Now the distribution is dynamic - from 300k up to 950k points depending on total trading volume. Examples: ~$500M ADV (average daily volume) → ~415k points $1B ADV → ~530k points I asked @grok what point distribution would've looked like over the past month if this update had already been live: May 11 - 17 Trading volume: $1.5B (ADV ≈ $214M) → ≈349k points May 4 - 10 Trading volume: $1.7B (ADV ≈ $243M) → ≈356k points April 27 - May 3 Trading volume: $1.1B (ADV ≈ $157M) → ≈336k points April 20 - 26 Trading volume: $1.4B (ADV ≈ $200M) → ≈346k points So point distribution would've been reduced by almost 3x. To even reach the 950k max cap now, Nado would probably need around $3B-4B ADV - meaning over $20B weekly trading volume. For context, Nado's ATH weekly volume back in early February was around $5B. That means this update reduces point supply no matter what, because undistributed points will effectively get burned. So all the previous calculations estimating total point supply at around 48M-50M are probably outdated now. Realistically, total supply may shrink closer to 38M-43M points, which should also positively affect point valuation. For example: If the points program continued for another 21 weeks under the old system, an additional ~20M points would've been distributed. With the new update, that future supply is likely cut almost in half. - Trading competitions are finally starting The first trading tournament already comes with a $100k prize pool, which is pretty solid. I'm genuinely happy to see perp DEXs integrating more gamification and competitive mechanics between users. Traders should be rewarded not only with points, but with actual cash incentives too. - Referral system integration A few weeks ago I made a long post explaining why the lack of a referral system in Nado was a problem. The team listened to community feedback and is now integrating referrals in Season 2. When a team actively listens to its community - that's bullish. Referral rewards are expected to be around 10-30% of generated fees in $, while referral points will also continue. This is another bullish catalyst that incentivizes influencers and creators to bring more users and volume onto the platform - which should positively impact platform metrics and ultimately the valuation of the future @inkonchain airdrop. So if you're still not using Nado, I honestly don't know what you're doing: app.nado.xyz/?join=wvjcu3e
Nado@nadoHQ

x.com/i/article/2057…

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wasabu
wasabu@wasabu0x·
@nadoHQ great updates, wait 24/7 rwa 🤜🤛
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wasabu
wasabu@wasabu0x·
Nado just opened the gates. No more invite codes — anyone can trade now. Season 1 closed at $61.2B volume and 78k traders. As crypto-only. Now watch what Season 2 turns on: → Multi-asset venue — crypto, FX, commodities, equities → RWA as collateral — your stocks finally do work → 24/7 tokenized markets, no TradFi hours → Fiat on/off ramps next Still early. @inkonchain @nadoHQ @krakenfx
Nado@nadoHQ

x.com/i/article/2057…

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Jack 🌪️
Jack 🌪️@Jackisnotinabox·
Season 02. We just stealth launched the next season of Nado, to kick things off. • Open access. • $100K cash comp live from Monday. • Volume-linked points emissions. Coming real soon: New collaterals. 24/7 tokenized markets. Fiat on/off ramps. The goal: the only venue onchain where your whole portfolio is your edge.
Nado@nadoHQ

x.com/i/article/2057…

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BiG_Tasty
BiG_Tasty@Big1Tasty·
@wasabu0x while others try to alive , Variational raised
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wasabu
wasabu@wasabu0x·
Variational at $1B isn't a question of if — it's when. Lately the team's been steamrolling everyone: nonstop announcements, fresh raises. 👏
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Variational@variational_io

We’ve raised $50M led by @dragonfly_xyz to go all in on RWAs and bring TradFi liquidity on-chain. Today, we're launching Phase 1 of our RWA rollout to stress-test our infrastructure before bringing 100+ TradFi markets on-chain this summer.

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Pacifica
Pacifica@pacifica_fi·
It's that simple...
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votesa ■
votesa ■@votesa·
there is a sleeping giant sitting on base rn thesis post coming think it's an easy 5-10x with size
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FACK BLOCK RESEARCH
FACK BLOCK RESEARCH@fackblock·
Xstocks(defi.xstocks.fi/points?ref=JTX…), another one of the best options where you should direct your liquidity, since insane backers, mass approvals from exchanges, and a full hit into the meta of tokenizing all stocks and access to gambling on them on the markets, m. Let's start with the basics, who's behind the project, to understand why we should direct our attention there. Backed(crypto-fundraising.info/projects/backe…) are the devs of Xstocks, the main shop into which Kraken poured tbd unknown how much cash, but they're the lead there. Now catch the connection, into Kraken(crypto-fundraising.info/projects/krake…) Citadel recently poured 200m$, and that's at their valuation of 20B, before that Kraken pours cash into Backed, who in turn birth Xstocks for us, basically I think you're feeling it. In an era where there are no normal exchanges without funny business, Kraken is quietly capturing markets, to catch a second BNB runner would be a cool move, fumbling which = being a chump, especially in a market without any little competitors. Where Mantle is useless shit, Okex token is useless shit, Bitget, Binance, well you get it, they just exist, no utility, with high caps, and here Kraken with stocks hits the meta and the market is benevolent, no competitors, gaz. How am I gonna farm, I go to xstocks(defi.xstocks.fi/points?ref=JTX…), activate the acc, then on Raydium(raydium.io/swap/?inputMin…) I buy spx500, that's it, points are already dripping for us, if that's not enough we put the stocks into Jup(jup.ag/lend/borrow?xS…), take a loan in $ against it, buy new stocks with it, loop it. This way we farm even more points than just from holding spx, and our stocks also go up, making us $. Go to the site, take a look, they're already on all exchanges, even Pavel integrated them, am. Here's the actual post(x.com/inkonchain/sta…) from X where Kraken straight up says yeah we own xstocks, fuck I'm sure that farming xstocks you can also catch the ink drop. I'm charged up as fuck because of the moves you can make. What can you do with a regular stock? Basically fucking nothing, it sits and grows, but the crypto wrapper you can throw in as collateral for a loan, throw into a pool, understand the potential of the next meta, rwa revolution soon.
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wasabu
wasabu@wasabu0x·
Lighter airdropped $675M to its users. The next perp DEX token wave is coming summer 2026. 6 tokenless perp DEXs with active points you can farm right now: 🔴 Variational — 0% fees, 50% airdrop to community, ~13-20$ per point 🔴 trade[xyz] — #1 HIP-3 (90%+ OI), S&P 500 license, 24/7 RWA perps 🟡 Nado — Ink (Kraken L2), points convert to $INK, ~1-2$ per point 🟡 Pacifica — Solana, ex-FTX COO, no VC funding 🟡 Extended — ex-Revolut team, 0% maker, points ~$0.50 on OTC 🟢 Hibachi — privacy-first w/ zk, integrating with Arc (Circle's L1), $10B+ volume Which ones are you farming? What did I miss? 👇
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wasabu
wasabu@wasabu0x·
If you missed: → EigenLayer ($EIGEN) → Jito ($JTO) → EtherFi ($ETHFI) → Ethena ($ENA) You don't get to miss this one 👇 xStocks (@xStocksFi) is the same setup — hold tokenized assets, farm points, get paid. 🪂 123,864 holders. That's it.
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wasabu
wasabu@wasabu0x·
Loaded GTA IV on the SuiPlay0x1 (@SuiPlay) runs smooth as butter 🔥 The only GTA I never played — my PC couldn't handle it as a kid lol. Now I'm playing it on a handheld. Anyone played it — how well does it hold up?
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wasabu
wasabu@wasabu0x·
@cryppimagic solana:XsoCS1TfEyfFhfvj8EtZ528L3CaKBDBRqRapnBbDF2W 🤪
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cryppi / perpdexlist
cryppi / perpdexlist@cryppimagic·
what coin should i buy right now so that in 10 years i’m basically guaranteed to be in profit? why? 👇
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wasabu
wasabu@wasabu0x·
4 weeks of farming Nado points. $0 spent... Here's the alpha: - The play is a combo: Nado + Trade[XYZ] - The trick: funding or spreads. Reminder: - Nado = @inkonchain points (Kraken's L2) - Trade[XYZ] has no points yet — so if a token ever drops, free bonus (and they're arguably the top perps project) Works with RWA assets — WTI, TSLA, etc. That's where spreads and juicy funding show up (often both). Plus point boosts. Trade[XYZ] fits perfectly — #1 RWA exchange, enough liquidity to market in, taker fees just 0.0086%. How to enter: limit on @nadoHQ (0.01%) + market on @tradexyz (0.0086%). Exit the same way. Downsides: - Low Nado liquidity (you'll want a bot) - Need to study which assets spread and when - Funding-only plays take 24h+ to break even - No consistency Bottom line: if you're sharp, you farm for free. Size is capped by liquidity — but it works. Track the markets, adapt.
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