I was the first to call out important catalysts on the timeline for projects like:
BOTCOIN (74x)
MYKCLAWD
0XCORAL
NANO
CoP
And a 32x on DAIMON but then it rugged so I won't count that one
Interestingly, they're all on Base. Lesson in there.
Sentiment is shifting
Lock in on @OxTrenchor@virtuals_io
•Fee split for devs 70/30 (vs 60/40)
•50% vested dev supply option (vs ~2%)
•With ACF, devs make more: REPPO made $1.8M, REPLY did $550k, & OTTO $431k (excluding fees)
There should be at least one 50x this week.
An ex coinbase dev announced today he's building a one click execution portal to hedge HL long & short positions.
MVP live on useoffset.xyz:
• Pick any HL perp you hold (long or short)
• Scans the biggest Polymarket events that could wreck your position
• Shows live odds exact cost for $1 of cover
• Hedges pay out if the bad thing happens
He shared a soft roadmap today in Discord:
• Pull your HL perp positions so you can create/manage hedges in one place
• Chat: “I want to buy spot TSLA because I’m bullish” → Offset scores the risk and advises timing
• Agent auto-rebalance/hedging single-wallet multi-venue functionality (HL Polymarket Kalshi Limitless)
Hyperliquid's FDV is 1.6x SOL with over 2M users. Dev confirmed he’s in active TG comms with @bankrbot team. If endorsed I see this being a really interesting play.
0x4Db8a6E3E5650fb75133c8ea8f4f9b8AA8478bA3
The market needs a hedge execution layer for HL.
This week's top caller was @twappin who called $KATCH at $100k mcap.
He graciously declined the prize, so the $500 rolls into next week's top scan bounty, now totaling $1,000.
Quants welcome: t.me/liqlounge
With the release of @0xTrenchor, Virtuals suddenly went from irrelevant/cringe to suddenly interesting.
The team is clearly bundling tokens to spawn some runners to draw attention to the eco. It's working.
With BankrBot still not working for most to deploy, the trenches are focused on a new launchpad this weekend.
There's an ex Eth Foundation dev (4 years) actively building a bankr project on Base. It's sitting at 50k.
Hint: it's ocean themed and he's a full stack dev at Opensea