
Jackpot
162 posts

Jackpot
@jackpot_313
IRL energy trading analyst/Onchain explorer Having fun on Polymarket and collecting jpegs







MegaETH KPI Updates "1 - USDM supply 2 - Fees generated by apps 3 - 10 of our Mafia apps are live" "We said if 1 of these 3 things are met, we think is a healthy environment for our token to exist and we will launch it 7 days after" "After this week we just need 1 more app to go live and we TGE"





73% down in 2mins is abnormal PA it looks like they enabled trading before they had fully seeded the book --> jeeters jeeted into low/no liq --> price nuked --> others panicked and jeeted --> repeat I would've thought the current market conditions for TGE are as good as can be in a bear market and a 25% airdrop is by all accounts good they stated that all net protocol revenue will go to buybacks, so with $7.76M annualised revenue, a 30x P/E ratio implies $233M FDV (of course, I'm not accounting for expenses here, so it could be 20-50% lower), while price is currently trading at $60M FDV compare this to another recent TGE, hyperlend: $0.86M annualised revenue --> $25.8M FDV at 30x P/E (current: $11M FDV) other perp DEXs: - lighter: $63.72M annualised revenue --> $1.91B FDV at 30x P/E (current $1.3B FDV) - hyperliquid: $802.42M annualised revenue --> $24.07B FDV (current: $17.87B) paradex's current implied P/E is only 7.7x -- 40% lower than hyperlend's 12.8x imo, the market is having a gross overreaction, but what do I know? I'm just a chud that sold 25% of his airdrop at the pico bottom and bought it back on the way up to the local top, as required.






New Instant Market Listing: $WTI You can now trade West Texas Intermediate Crude Oil on dYdX with up to 5x leverage! Get started ➡️ dydx.trade/trade/WTI-USD?…





ARGUS — On-Chain Forensic Intelligence 🔍 Built a full forensic investigation platform with #NansenCLI: → Enter any wallet address → Get automated risk scoring (0-100) → Detect wallet clusters owned by the same entity → Flag suspicious patterns: mixer interactions, circular flows, unlabeled high-value transfers → Map counterparty networks + funding chains 12 Nansen API endpoints integrated: portfolio, transactions, counterparties, related_addresses, pnl_summary,token_flows, historical_balances, top_holders , who_bought_sold, search, transaction_lookup, score_top_tokens Stack: Next.js 16 + TypeScript + Tailwind Theme: terminal/hacker forensic aesthetic 🔗 Live: argusscanner.com 💻 GitHub: github.com/pedropiccino/a… @nansen_ai #NansenCLI



$PROS from @pharos_network is launching soon and I bet $191 to win $8 (- $0.55 maker rebate) that FDV after launch will be under $800M why? not trying to fud, the team is great, but $800M… really? - 658k testnet users, which is solid, but not crazy for a project that’s been around for a few years - partnership with Circle, definitely bullish but still, $800M feels like a stretch curious to see who’s actually willing to pay that for my $191 lol but honestly… feels like free money to me



PMs are consuming my life 😂 meant to be on holiday and i’m just thinking about a piece of data that needs looking into…






BREAKING: @Polymarket just went live with traditional asset markets, powered by Pyth Pro 🔮 Major equity index ETFs, commodities, single-name US equities up/down + daily close contracts. All relying on Pyth data. Here's how it works and why it matters 🧵








