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UPD: Axis's $1M sale drew $2.39M. Then the unlock terms changed after it closed TGE unlock went from 10% to 25% Plus a bonus, fully unlocked, that shrinks as your commitment grows $100 in gets a 25% bonus At $2,472 the bonus is 15%, at $100K it's 5% The team hasn't said where the bonus tokens come from. The sale was 10M AXIS, 1% of supply, and every bonus token sits on top of that Would you have committed differently if these terms were known on Sept 21?

Retro points are coming for TxFlow traders $6.6B has traded there since April In TxFlow's words, early traders "will be recognized along the way" No rate, snapshot date, or pool announced yet The retro expectation dates back to July, when partner Onchain Lens wrote that invite-only trading would count retroactively TxFlow's own post doesn't use that word Traders are betting on it anyway. Fees hit $44.6K on the day of the announcement, double the day before, and $790K over 30 days, up 43% on the prior month There's no VC allocation, per TxFlow's docs, so no investor bucket competes with users for supply If you traded TxFlow before Season 1, what do you think "recognized" will be worth?

Wallets: 0x1d1a74b8aa552482b7026a5a8366964b59667722 0xd993dcb195be82e2357a7b4222cfc9d89d89e6c4

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38.8% of Hyperliquid's supply is in future community rewards still unspent What will it be spent on? 46.46M $HYPE has already been burned, which is 4.65% of max supply Net supply: −2.16M a year. Staking issues 9.82M $HYPE, the Assistance Fund buys back and burns 11.23M The rest went out long ago: 31% in the Nov 2024 airdrop, 23.8% to core contributors, 6% to the Hyper Foundation. There was never a VC bucket One detail cuts against the bullish read. The buyback has fallen about 70% in dollars from its 2025 peak, while the price it pays rose by roughly two thirds Fewer tokens retired per month, even as the dollar spend looks large Hyperliquid has never said what those 38.8% are for, so every S3 argument rests on guesses about intent

Legion published the Jumper deep dive eighteen hours before the sale We still don't know the FDV Jumper is 4th of 25 bridge aggregators on 30-day volume Its own materials say #1 The two numbers measure different windows. First by lifetime volume, $40B+ since launch, fourth by the last 30 days, $1.012B That number was published by the Legion So what's being paid for $40B of history, or $1.012B of current flow?

Four perp DEXs run points programs. None publishes the total outstanding Lighter's pool is 11M $LIT, about $52M Variational's is 32% of supply, with no FDV set edgeX, Pacifica and Hibachi publish nothing That $52M figure is from the Robinhood campaign announcement, not from Lighter's own docs Pool size is the easy half Your share is your points divided by everyone's point. Nobody on this list has published that denominator, so no one farming these programs can price what they hold Lighter is the only one where the pool itself converts to dollars, because LIT trades Variational issues 150k points a week until TGE. On Sept 25 it added 20,000 outside that schedule, for swaps competition traders. Announced openly, and still impossible to value

Update on $VAR: Variational minted 20,000 points outside the weekly schedule The 32% supply pool is fixed. What grows are the points that divide it Those 20,000 moved a share of the pool to the competition winners. Everyone who farmed before it paid for that Standing emission is 150k points per week until TGE The competition drew 2.5k+ signups with a $20,000 prize pool for the top 20. The points landed on top of the cash, a second payout on the same volume With a fixed pool, any off-schedule mint is a transfer, and the people it's taken from don't get a post about it

$75M FDV, $3M raise, 4% of supply, 50% unlocked at TGE We called this on Sept 23, two days before Jumper confirmed it Sale opens tomorrow, Sept 29 at 13:00 UTC, and closes Oct 2 Neither Jumper nor Legion has published the FDV What Jumper did confirm: there is no Jumper equity. JUMP is the only claim on growth, and this is the first raise independent of LiFi At $41B lifetime volume and 100k monthly actives, $75M would be low. Which is why it should not be treated as confirmed until Legion posts it

Meta's new VR Glasses weigh 100 grams, five times less than a Quest 3 The battery and processors sit in a puck on an optical tether, clipped to your belt $1,299.99, shipping Spring 2027 Quest 3 for reference about 515 grams, and all of that weight rests on your face and neck The 100g comes from relocating components, Apple took the same route with the Vision Pro battery pack; Meta moved the processors out too 5K micro-OLED display, Snapdragon Reality Elite, eye and hand tracking with no controllers. Hologram calling is built in Meta is selling an FDA-cleared hearing enhancement feature as a $149.99 software add-on to glasses you already own. HSA/FSA eligible, no clinic visit

Paradex and Backpack both airdropped 25% of supply Paradex's pool is worth $9.5M today. Backpack's is worth $242M Same percentage, 25x apart Hyperliquid gave 31%. That pool is worth $29B today The percentage is the single least informative number in a tokenomics announcement What each drop is worth now: ▪️ Hyperliquid, Nov 2024: 310M HYPE to ~94,000 wallets. At $93.66 that's $29B, roughly $309k per wallet average ▪️ Aster: 53.5% on paper, but only 704M tokens unlocked at TGE. At $0.71 that day-one pool is $500M, the rest vesting over 80 months ▪️ Backpack, Mar 2026: 250M BP, now $242M at $0.9668. BP is at an all-time high today, up 109% in a week ▪️ Paradex, Mar 2026: 250M DIME, now $9.5M at $0.038. Down from $0.060 four days ago ▪️ Variational, Q4 2026: 32%, fully unlocked at TGE, FDV not set > Aster's 53.5% headline came with the tightest day-one float of the five > Paradex matched Backpack's 25% and paid 25x less, because DIME's entire FDV is $38M Insider allocations, same five: ▪️ Hyperliquid: 23.8% core contributors, no VC bucket, nothing raised externally ▪️ Backpack: 0% tokens to team or investors, who hold equity instead ▪️ Aster: 5% team, one-year lock ▪️ Paradex: 25.1% core contributors plus 13.4% to Paradigm shareholders ▪️ Variational: 50% team and investors, on $50M raised No project here published an official points-to-token rate, so per-point value can't be calculated from public data, only pool totals can. And these span two years of very different markets

OpenAI pushed its IPO to 2027 and named safety as the reason Altman to Fortune, Sept 12: an IPO now would be an "ill-advised moment" On Sept 23 he took it to the UN and named two failure modes Losing control of the future. Or one company using AI to impose its worldview Eleven days between those two, and in the middle: Anthropic shipped Claude Opus 5.5, described on its own launch page as "our first release since we called for pacing the frontier" Two competing labs landed on the same word inside two weeks. At OpenAI it came with a price tag deferring a listing is a dated decision with a cost Whether the 2027 window holds, and whether pacing survives a competitor who doesn't adopt it

CoinLaunch has been processed by the Department of FOMO Case 3016835784. Whitelist pending. Nothing will happen fast. Fomies made the points grind part of the bit, the intake form counts how many people saw your posts about Fomies Free mint. Supply, date and team not disclosed Our filed statement, for the record: " ******* Still clicking" fomies.family/?ref=115ae93a1…