I'll have 1000 @variational_io points at TGE Assuming Variational launches at Hyperliquid's FDV, I will be a Millionaire Variational is still pre-API, and pre-RWA launch Variational needs a 9.5x increase in OI to surpass Hyperliquid omni.variational.io/?ref=OMN…

My weekly thoughts 👇 1 Entered free raffles like @hyperbeat’s $150K comp and @JupiterExchange’s $25K comp. Skipped some larger free World Cup raffles (e.g. @okx, @Kalshi $1M pot) since I don’t want to KYC 2 Still looping @onrefinance ONYC/USDC on @Loopscale for ~26% APY. Feels like ONRE team is waiting on @re’s reinsurance airdrop before TGE 3 Still avoiding @bulktrade, most of the “400% APY” math ignores future AURA emissions on mainnet 🤡 4 @variational_io remains the best DEX for long $100k BTC/SOL orders, lowest weekly execution costs I’ve seen 5 Did ~$13K XAU volume on @variational_io for RWA content and earned ~0.025 pts (~$0.50 at $20/pt). Glad I didn’t full port. Spread slippage came out to ~0.04% (~$5.20) 6 @CarbonTerminal CFDs are live, now you can lever NVDA, TSLA, etc. at ~1–4% stable funding. Interesting setup vs perps with unstable 100% funding rates. CFD funding arbitrage might be next Meta 7 Using @PlanemoTrading bot for stat arb between @nadoHQ and @HyperliquidX. Running ~$220 per leg, earned 4 Nado pts (~208 pts/year ≈ ~100% APY on my Nado leg, assuming INK FDV ~$750M) 8 Regret selling $OPTX and $AEHR 'early per say'. Still following @MoneyMarkStocks red/green line risk framework until Fear/Greed <10. AI not a bubble Burry. Still holding $WATT target $35–$40. Better safe than sorry in Yellow alert. 9 Considered a Short/Long $TSLA / $SPCX pair trade via @pear_protocol anticipating liquidity rotation, but didn’t enter due to IPO fever (e.g. $CRBS). Missed ~18% move as TSLA 2%, SPCX 20% yesterday 10 @yield governance still unclear, I'm holding ~20K tokens with 0 liquidity. Hoping for a pivot after TVL dropped >$35M 11 @BullpenFi’s 1K–100K challenge is great marketing, will likely attract P&L-focused KOLs like @onchainmonk. Good job @blknoiz06 12 New @xStocksFi integration on NADO: up to 80% of collateral usable as trading capital. SPY and QQQ live; we can't use $STRC as collateral lmao. Xstocks is killing it 🔥

Hyperliquid's growth is absurd 👇 •2024 revenue = $11M •2025 revenue = $962M ( 8,600% YoY) •2026 Q1-Q2 revenue = $377M (already ~39% of 2025 revenue) Hyperliquid directs 97-99% of fees to the Assistance Fund, which predominantly buys back $HYPE In 2025 $HYPE buybacks totaled $843M, equivalent to 6-7% of Hyperliquid's current $15B market cap For comparison, public companies considered highly shareholder friendly buyback 1-3% of their market cap annually 😭🤣 Even enterprise software giant SAP has historically been closer to 1.5%...

Many traders are overpaying $41 per $100K BTC trade @grvt_io: 4.8 bps = $48 @variational_io: 0.7 bps = $7 Variational= $41 cheaper per trade (85% lower execution cost) 10 trades/month → $410 saved omni.variational.io/?ref=OMN…

there are <2000 @hyperbeat players $150K is distributed among 2000 participants I'm projected to earn free money for signing up 🤣 Join for Free, 48 minutes left 👇 app.hyperbeat.org/dapp/pay?r… @degennQuant

For a Dapp making $1.5k in daily fees it’s crazy to see an $100k prize increase to $150k 😅 Free is free, so I’m sure as hell playing Join @hyperbeat’s World Cup challenge 👇 app.hyperbeat.org/dapp/pay?r… @degennQuant

May be a good time to Twap $HYPE Lowest P/E since March

these World Cup contests are insane @JupiterExchange launched $25k in rewards. 1 day left to sign up. Free entry 👇 jup.ag/prediction/world-cup?… Use my ref to earn 1 extra Slip

Earn $10,000! Free entry @hyperbeat World Cup⚽ 1 Create a 15 Man Squad 2 You get a $100M budget 3 Earn Points = real match stats (Captain = 2×) Sign up for FREE👇 app.hyperbeat.org/dapp/pay?r…

Most likely 3/6 keys were not stored on 1 laptop Either this attack was social engineering, or the attacker used 1 laptop to gain access to shared infrastructure (VPN/JavaScript/‘updated’ wallet extension etc) $36m lost @Humanityprot Anyway, who’s excited for Mythos season!

Nice trade @ZynxBTC! $STRC depegged from $100 > $93 Arbitragers who bought STRC at $93 shall earn a 11.86% yield 7.5% profit (repeg) If you buy STRC now at $96.85, you will earn 11.87% 3.25% profit (repeg), assuming $MSTR doesn't rug pull Note: I'm not buying $STRC here or invested in @apyx_fi. I like reinsurance stablecoins (ex @onrefinance's ONYC/USDC looped on @Loopscale for 22% APY) more than @saylor's PONZI But if you're asking whether I'd choose $STRC arbitrage VS @piggybank_fi's USDC vault then I'm choosing STRC arb 🤣

When Mainnet goes live BulkTrade will incentivize traders > AURA emissions will be split among traders/Pre depositors Fabiano's model assumes 100% of AURA goes to 1 vault😭 A plausable assumption 👇 Weeks 1-5 Predeposit= 1M AURA Week 5-30 (Mainnet) Traders= 4M AURA Pre deposit= 1M AURA Total AURA= 130M (100M Traders/30M Pre Depositoors) FDV=$100M-$200M Airdrop 30% Predepositoors= 13%- 160% APR (based on TVL/FDV) Value/AURA=$.23- $.46 Sorry but I'm fading @bulktrade unless the team promises total 30M points (which they refuted 🤣) I'm farming @variational_io's RWA competition instead

Just to address some of your @variational_io points #1 Obviously there's no orderbook this is RFQ not CLOB. What you're essentially asking for is OLP to aggregate the liquidity depth from all OTC options, DEX's/CEX's and include that in their UI. That's insane and adds unnecessary risks to OLP's hedges. #2 For 10K and 100K orders of SOL, Variational has .8/1.7 bps (lower than @grvt_io, @Lighter_xyz, @Aster_DEX, @HyperliquidX, @extendedapp etc). You should check for lowest execution before placing orders. #3 Sounds like improperly set slippage, just set it to 1% and use Limit orders, not a Variational problem #4 So it's a better platform for shorting #5 ?

I mentioned @bulktrade but didn’t make it an official pick like @Lighter_xyz or @variational_io 231% APY only works if 1m AURA is weekly at 45m fdv But team needs to incentivize trading IMO they’ll inevitably raise AURA emissions 231% can quickly become 50%, or less

I feel like @derteil00 I shilled @Lighter_xyz in 2025 before it was cool I saved my referrals $22,804 in Lighter fees and referred $52,761,939 In 2026 I called @variational_io (I'm #64 in posts) I referred $140M, and my referrals gained $VAR pts worth $10.75/each 20% airdrop, 500M FDV, or $1,358/pt at HL's FDV 😉 My Subplay calls in 2026 👇 I called the @bulktrade vault for having just $2.5M in deposits- undiluted AURA (points) I'm farming @onrefinance @Loopscale ONYC/USDC 23-27% APY play on Reinsurance (Looped 4x) ONRE LOOPSCALE PTS I mentioned that I farmed oil $CHV on @xStocksFi during the IRAN crisis, and lent it on @kamino I'm about to try farming $INK via @nadoHQ volume by connecting to @PlanemoTrading's stat arb bot I didn't try @get_truenorth yet, but I'm looking into it I mentioned that I hate @yield, they delayed their TGE by 7 months, and YOusd got wrecked by RLP withdrawers paid a 2.95% fee I refrained from shilling @apyx_fi too hard, since Saylors' business plan $STRC is risky (now it depegged > .94) I mentioned that I Long/Short $USAR/ $BIRD on @pear_protocol and made 30-40% ROI in 1.5 weeks

“I can’t send the funds from these wallets to new wallets without them also becoming tainted” 1 @0xasrequired needs to airdrop $.000001> 340k wallets🤔 2 Cost $.34 3 Everyone banned from Hyperliquid bc 'HTX'💀🤣 Initiate MultiSender 🤫🤫🤫 If AsRequired is banned, we all are

Well. Well. Well. @Variational_io