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My current DeFi farming list. 12 strategies. October 17.
Liquid farming:
1. @turtledotxyz T-bills deal (12-15% fixed, 90 days)
2. Wildcat @SeliniCapital loan (9.5%)
3. $AUTO looping on @kamino (25%+)
4. @turtledotxyz private deal (15-30%)
5. @SivoDefi (15%)
6. PT-limUSD (10%)
7. Hyperithm DN trade (15%)
8. PT-sUSDS looping (9-10%)
9. PT-fxSAVE looping (11-12%)
10. PT-USDat-14JAN2027 (9%)
11. Tori (8% + points)
12. Variational + xStocks + funding (5%)
IMO #1 is the best R/R available rn. 12-15% annualized for holding a T-bill-backed stablecoin for 3 months.
Trades:
$JUP long
Entry: $0.21
Takes: $0.49 / $0.82
$GRASS long
Entry: $0.67
Take: $1.14
$wPRL long
Entry: $1.45
Take: f*ck knows, just holding
$RAIL long
Entry: $3
Take: looking for multiples
$SOL long
Entries: $129 / $70
Take: $153
$BTC long
Entries: $74k / $67k / $62k
Take: $89k
Closed 20% of the position at $78k.
$ETH long
Entry: $1,800
Take: $2,900
I'm long, so naturally BTC should go to $40k now 😂
ICO:
• Waiting for Makina and $JUMP
• $WHUF turned into a shitshow. Haven't taken the refund at a 15% loss yet...
Important updates:
> Funding is dead. My positions have been doing around 5% APR over the past week. If this keeps up, I'll close them all.
> Pulled money from @gmtrade_xyz and $PRIME / $PYUSD. Moved it into the Turtle T-bill stablecoin deal at a fixed 12% annualized for 90 days.
> Started a small $AUTO looping position on Kamino. Fixed borrow rate there.
> Closed my $US short. Don't want to keep paying negative funding.
> Variational + xStocks + funding is getting less attractive. Moved it to the bottom of the list.
$CHIP short
Attempt 2.0
Here You Come Again!
LFG! 🐢
Hare by @GSR_io. The credit desk for onchain finance.
GSR launches Hare alongside @turtledotxyz, bringing trading and liquidity expertise to vault curation.
Supported by @aave, @PaxosLabs, @chainlink and @HypernativeLabs. Our first two vaults are coming soon.
Got 10k$ allo in $JUMP ICO
• top-20 waitlist
• 900+ legion score
• high Jump Pass lvl
• 10+ threads/posts about Jumper
• invested in one of LiFi rounds back in 2022
$JUMP TGE loading...
Just submitted my biggest ICO application so far
$JUMP
Still have questions:
→ How exactly will $JUMP capture value from Jumper?
→ What will the relationship with LI.FI look like after spin-off?
→ When will fees actually go live?
→ How much revenue can the new products bring in?
Bullish on the market from here...
Taking the uncertainty risk anyway
Betting the team won't drag out TGE until the market is dead
We've seen enough of that already
Unlocks:
→ 50% at TGE
→ 50% linearly over 4 months
Now let's see how much allocation I actually get 🫡
My first experience moderating a panel 🫡
Topic: “Tokenization: The RWA Opportunity”
What Seoul made obvious 🇰🇷
A few takeaways from #KBW2026:
→ Korea is getting very serious about tokenised capital markets. The FSC’s roadmap covering stocks, bonds and funds was a recurring theme in discussions at KBW.
→ @Ondo × @kakaopay_kr Securities shows the opportunity to bring Korean assets on-chain.
→ KRW stablecoin infrastructure is moving fast, with @BDACSKorea and @circle demonstrating an on-chain KRW1–USDC exchange during KBW.
→ Korea ↔ MENA is becoming an interesting corridor thanks to @fasset.
→ There is serious FO/HNWI/institutional capital to tap into – though I guess anyone who’s been attending the conference over the years already knew that.
→ And for retail/trading products, Korea remains a particularly strong B2C market.
Less crowded than Singapore, more time for proper conversations and a great window into the local market.
Next stop: #TOKEN2049 Singapore 🇸🇬
Cryptophile retweeted
At HSC, @Cryptophileee, moderated the panel on RWA tokenization: which assets come onchain and who buys them.
Which real-world assets go onchain first, and who buys them? 🪙
The panel is live on tokenization: where the RWA opportunity is real and where it is still a pitch.
Moderator:
▫️Nicolai Svistunov, Head of Liquidity Desk, @turtledotxyz
Speakers:
▫️Alenka (@alenka_on_x), Head of Tokenisation, @atom_fi
▫️Felix Eigelshoven, Head of APAC, @dfnsHQ
▫️Jake Park, East Asia Lead, Korea Market Head, @hashgraph
▫️Mike Massari (@mkmassari), Head of Partnerships, @redstone_defi
▫️Tomer Weiss (@Weisstmr), Global Partnerships, @HypernativeLabs
Tokenizing is the easy part, liquidity is the test 📈 You still have time to join luma.com/HSC_Seoul
Just submitted my biggest ICO application so far
$JUMP
Still have questions:
→ How exactly will $JUMP capture value from Jumper?
→ What will the relationship with LI.FI look like after spin-off?
→ When will fees actually go live?
→ How much revenue can the new products bring in?
Bullish on the market from here...
Taking the uncertainty risk anyway
Betting the team won't drag out TGE until the market is dead
We've seen enough of that already
Unlocks:
→ 50% at TGE
→ 50% linearly over 4 months
Now let's see how much allocation I actually get 🫡
My current DeFi farming list. 14 strategies. September 28
Liquid farming:
1. Variational + xStocks + funding (12-14%)
2. Wildcat Selini loan (9.5%)
3. Ecosystem vaults & @turtledotxyz (12% fixed, 90 days)
4. Private Turtle deal (15-25%)
5. Sivo (15%)
6. PT-limUSD (10%)
7. Funding farming (20-30%)
8. Hyperithm DN trade (15%)
9. PT-sUSDS looping (9-10%)
10. PT-fxSAVE looping (11-12%)
11. PT-USDat-14JAN2027 (9%)
12. Tori (8% + points)
13. $PRIME / PYUSD looping (12%+)
14. GMT (10-20% + $GT)
Trades:
✅ $NEAR long: fully closed
Entry: $1.9
Targets were: $4.4 / $5
solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN long
Entry: $0.21
Takes: $0.49 / $0.82
$SOL long
Entries: $129 / $70
Take: $153
$BTC long
Entries: $74k / $67k / $62k
Take: $89k
Closed 20% of the position at $78k
$ETH long
Entry: $1,800
Take: $2,900
$US
Unlock shorts + hedging my own tokens
Market is green. Positions are in profit. Fully closed $NEAR, still holding the rest.
Prediction markets: Will Jumper launch a token by the end of 2026? Holding "YES"
polymarket.com/event/will-ju…
ICO: waiting for Makina and $WHUF. Planning to join the solana:Aybt5BWuW6kMNt7Jk1UmSgLzpEKev5pEnh82TA5rpump sale.
Important updates:
> $NEAR + 170%
> Increased my funding-farming positions. Really like the R/R here rn.
> Bought the new PT-USDat at 9%. No looping yet, watching borrow rates on Morpho.
> Watching $AUTO. If I decide to enter, will post separately.
> Exited Loopscale OnRe/USDC. USDC lending yield dropped from 8% to 6%.
> Bought PT-limUSD when funding pumped. Locked in 11%.
> Started looping PT-fxSAVE. Lender incentives and borrow rates look decent.
My current DeFi farming list. 13 strategies. August 31.
Liquid farming:
1. Wildcat Selini loan (9.5% APY)
2. Ecosystem vaults & Turtle (12% fixed APY)
3. Funding farming (20-30%)
4. Variational + xStocks + funding (12-20%)
5. Sivo (15% APY)
6. Hyperithm DN trade (15%)
7. PT-sUSDS looping (9-10%)
8. PT-USDat looping (10-12%)
9. Loopscale OnRe/USDC (8% APY + points)
10. Tori (8% + points)
11. $PRIME / PYUSD looping (11%+ APY)
12. GMT (10-50% APY + $GT)
13. YT-OnRe (64% ?!)
Trades:
$NEAR long
Entry: $1.9
Take: $4.4
$JUP long
Entry: $0.21
Takes: $0.49 / $0.82
$SOL long
Entries: $70 / $129
Take: $153
$BTC long
Entries: $74k / $67k / $62k
Take: $87k
Closed 20% of the position at $78k
$ETH long
Entry: $1,800
Take: $2,900
$US
Unlock shorts + hedging my own tokens
Prediction markets: No active bets right now
ICO: Waiting for Makina. $QUID ICO: +$5.5k$
Important updates:
> $PUMP: +115% profit
> $ETH: +32% profit
> plenty of interesting opportunities on @turtledotxyz: @SivoDefi / @PikuFinance / @StellarOrg & @GamiLabs
> Watching $AUTO from @Figure
> Wanted to loop different PTs on Pendle, but liquidity is too thin in most cases. Even a $10k loop with 5x leverage can move borrow rates in some Morpho pools.
> Watching PT-limUSD by @liminalmoney. Need funding to pump so I can lock 12-13% for 90 days :)
> 14% fixed APY on Ecosystem & Turtle is over. Rolled it into 12%.
> PT-USDat and PT-sUSDat matured on August 27. Withdrawing everything.
> Gradually exiting sUSDai. 7% APY is too low.
> Uniswap V3 position went out of range. All $ETH was sold into USDG
> PT-AUSD looping was filled by fast whale wallets. @YuzuMoneyX cluster alone deposited around $5M. Total cap was only $40M. I missed it :(
> Still holding several funding-farming positions
> Still sitting in Variational + xStocks + funding, but funding is getting lower
> Prices pumped. @ryskfinance cash secured puts are not that interesting anymore
$JUMP ICO at $75M FDV is an easy buy
The best R/R I've seen in months!
→ $40B+ lifetime volume
→ 100k+ monthly active users
→ #1 bridge aggregator by volume
→ 15%+ bridging market share
→ $3M public sale on @legiondotcc
This looks cheap.
Sale details:
• Date: September 29
• FDV: $75M
• Price: $0.075
• Soft cap: $2M
• Hard cap: $3M
• Public sale: 4% of supply
• Vesting: 50% at TGE + 50% monthly over 4 months
• TGE: Q4 2026
Legion sales are not FCFS.
You apply with the amount you want to invest. The team reviews applications and decides allocations based on the investor profile.
Why am I bullish?
Jumper already has distribution.
People use @JumperExchange to bridge and swap across 60+ chains.
Now the team is expanding into:
• Jumper Advanced: limit orders, TWAP and DCA
• Jumper Earn: one-click cross-chain yield
• Jumper RWA: tokenized stocks and other RWAs
• Jumper Perps: aggregated perp liquidity
Each product adds a new source of volume and potential fees.
Bridge users can stay inside the same interface to swap, farm yield, trade perps and buy tokenized assets.
More products → more volume → more fees.
Bridge competitors (FDV):
- $DBR: $192m
- $ACX: $47m
- $RUNE: $224m
- $AXL: $68m
- $STG: $128m
Forget comparing volumes, DAU/MAU, and other metrics
Here's what matters:
$JUMP launches with ~5% circulating supply!
You're buying one of the biggest interop players at a $3.75M implied MC...
$JUMP scenarios:
• $150M FDV = x2
• $300M FDV = x4
• $550M FDV = x7.3
Tokenomics:
• Public sale: 4%
• Investors: 26.07%
• Team: 14.7%
• Community: 33.33%
• Treasury: 21.9%
Investor and team tokens are fully locked at TGE.
Investors: 12-month cliff.
Team: 24-month cliff.
No day-one VC unlocks!
Green flags:
• Low FDV compared with other bridges
• Real product and $40B+ volume before TGE
• No investor or team unlocks at TGE
• Short public-sale vesting
• No separate equity layer above tokenholders
My take:
• Product: strong
• Distribution: proven
• Token utility: unfinished
• FDV: cheap
At $75M FDV, I am bullish!
$BGB has almost no reaction to the Bitget hack
Easy short?
Or...?
Is it free money?
$JUMP ICO drops next week on Legion
TGE almost guaranteed before Dec 31
Buying "Yes" here
polymarket.com/event/will-ju…
Who is ready for V4V?
Still have 6.4k $WHUF to vouch
~ $26.8k
P.S. Only high-quality content creators... no AI slop...
$WHUF sale
Placed my 30k$ bid at $99M FDV
sale.ethos.network/6GYHF8J
🚨 Sale ends in 1h
Why?
R/R is sexy:
-15% risk or x2-x10 gains
Key terms:
→ $WHUF is locked for the first 30 days
→ TGE planned for September 8
→ transferability planned for October 8, 2026
During the 30-day lock, you can put your $WHUF into vouching
Basically, you stake tokens behind the credibility of some @ethos_network account
If you do that and do not unvouch, Ethos gives downside protection:
→ 85% of your purchase price for 12 months
Example:
• Clearing price = $2
• You buy $10,000 worth of $WHUF
• That gives you 5,000 WHUF
Protection price: $2 × 85% = $1.70
So even if $WHUF later trades at $0.50, you can still redeem protected $WHUF through the Ethos Foundation around $1.70 in USDC, assuming all conditions are met.
My take:
I honestly don’t see how you lose a lot here if you follow the protection mechanics properly
While tokens are locked, you put them into vouching and keep the 85-90% refund protection alive
Main risk is:
→ doing something stupid and accidentally losing protection
$WHUF sale
Placed my 30k$ bid at $99M FDV
sale.ethos.network/6GYHF8J
🚨 Sale ends in 1h
Why?
R/R is sexy:
-15% risk or x2-x10 gains
Key terms:
→ $WHUF is locked for the first 30 days
→ TGE planned for September 8
→ transferability planned for October 8, 2026
During the 30-day lock, you can put your $WHUF into vouching
Basically, you stake tokens behind the credibility of some @ethos_network account
If you do that and do not unvouch, Ethos gives downside protection:
→ 85% of your purchase price for 12 months
Example:
• Clearing price = $2
• You buy $10,000 worth of $WHUF
• That gives you 5,000 WHUF
Protection price: $2 × 85% = $1.70
So even if $WHUF later trades at $0.50, you can still redeem protected $WHUF through the Ethos Foundation around $1.70 in USDC, assuming all conditions are met.
My take:
I honestly don’t see how you lose a lot here if you follow the protection mechanics properly
While tokens are locked, you put them into vouching and keep the 85-90% refund protection alive
Main risk is:
→ doing something stupid and accidentally losing protection
PT-AUSD loopers just broke AAVE Monad
Borrow rates spiked hard
Now you can deposit USDT/USDC at 11–24% APY 👀
Free lunch for lenders
My current DeFi farming list. 13 strategies. August 31.
Liquid farming:
1. Wildcat Selini loan (9.5% APY)
2. Ecosystem vaults & Turtle (12% fixed APY)
3. Funding farming (20-30%)
4. Variational + xStocks + funding (12-20%)
5. Sivo (15% APY)
6. Hyperithm DN trade (15%)
7. PT-sUSDS looping (9-10%)
8. PT-USDat looping (10-12%)
9. Loopscale OnRe/USDC (8% APY + points)
10. Tori (8% + points)
11. $PRIME / PYUSD looping (11%+ APY)
12. GMT (10-50% APY + $GT)
13. YT-OnRe (64% ?!)
Trades:
$NEAR long
Entry: $1.9
Take: $4.4
$JUP long
Entry: $0.21
Takes: $0.49 / $0.82
$SOL long
Entries: $70 / $129
Take: $153
$BTC long
Entries: $74k / $67k / $62k
Take: $87k
Closed 20% of the position at $78k
$ETH long
Entry: $1,800
Take: $2,900
$US
Unlock shorts + hedging my own tokens
Prediction markets: No active bets right now
ICO: Waiting for Makina. $QUID ICO: +$5.5k$
Important updates:
> $PUMP: +115% profit
> $ETH: +32% profit
> plenty of interesting opportunities on @turtledotxyz: @SivoDefi / @PikuFinance / @StellarOrg & @GamiLabs
> Watching $AUTO from @Figure
> Wanted to loop different PTs on Pendle, but liquidity is too thin in most cases. Even a $10k loop with 5x leverage can move borrow rates in some Morpho pools.
> Watching PT-limUSD by @liminalmoney. Need funding to pump so I can lock 12-13% for 90 days :)
> 14% fixed APY on Ecosystem & Turtle is over. Rolled it into 12%.
> PT-USDat and PT-sUSDat matured on August 27. Withdrawing everything.
> Gradually exiting sUSDai. 7% APY is too low.
> Uniswap V3 position went out of range. All $ETH was sold into USDG
> PT-AUSD looping was filled by fast whale wallets. @YuzuMoneyX cluster alone deposited around $5M. Total cap was only $40M. I missed it :(
> Still holding several funding-farming positions
> Still sitting in Variational + xStocks + funding, but funding is getting lower
> Prices pumped. @ryskfinance cash secured puts are not that interesting anymore
My current airdrop farming list. 17 strategies. July 26.
Liquid farming:
1. Variational (12% APY)
2. YT-OnRe (64% ?!)
3. Ecosystem vaults & Turtle (14% fixed APY, 60 days)
4. Funding farming (20-30%)
5. Variational + xStocks + funding (12-20%)
6. sUSDai (7.3% APY + S2 points)
7. Saturn PT-USDat (9.5%)
8. Rysk (15-30% APY + points)
9. OnRe (11.9% APY + points)
10. Loopscale OnRe/USDC (8% APY + points)
11. Tori (8% + points)
12. Hylo (13% + points)
13. $PRIME / PYUSD looping (15%+ APY)
14. Uniswap V3 ETH/USDG range 1500-2600 on Robinhood chain (10-50% APR)
15. Hyperithm DN trade (15%)
16. GMT (10-50% APY + $GT)
17. PayFi LP deal via Turtle (12% fixed)
Trades:
$PUMP long; Entry: $0.0018; Take: $0.0033
$NEAR long; Entry: $1.9; Take: $4.4
$SOL long; Entries: $129 / $70; Take: $153
$BTC long; Entries: $74k / $67k / $62k ; Take: $87k
$ETH long; Entry: $1,800; Takes: $2,500 / $2,900
Prediction markets: No active bets right now
ICO: waiting for Makina and Squid
Key updates:
> Moved my Uniswap V3 position from Ethereum to Robinhood chain.
> Got humbled again by the $SLX short
> Still holding several funding-farming positions. Opening and closing these trades carefully takes a lot of time
> Gradually reducing my sUSDai position. 7.5% APY is not enough anymore. Rotating into Variational + xStocks + funding
> Started accumulating $PUMP
> BTC / ETH / SOL are near the bottom of my zones, so @ryskfinance is getting interesting again
> Allocated capital to @hyperithm vault. They farm funding on tokenized Korean stocks. I do something similar manually with xStocks, but Hyperithm has access to Korean brokers, so the yield looks much cleaner
P.S. Keeping some dry powder for new @turtledotxyz deals 😏
I closed all my $PUMP long at $0.0038
+345% with x3 leverage
Any FOMO?
Zero.
I trade setups, not "feelings"
Here's how I think about exits:
→ I enter when I see good R/R + solid fundamentals
→ I set take profits based on technicals, not hopium
→ When TP hits, I close
→ I don't reopen without a fresh setup
If you trade without SL and TP, you're a believer, not a trader
Most traders fail because they fall in love with positions
Price hits the target. They don't sell
Why? Because now they "believe" in it
The difference between winning and losing long term isn't finding better setups
It's executing the plan when emotions tell you not to
Discipline beats feelings in the long term
I started accumulating $PUMP
Not because "memecoin casino is back"
But because the setup is finally getting interesting
The chart is hated, most people already gave up, and $PUMP is still sitting near the zone where a higher-low / reversal structure can form
At the same time, $PUMP is still one of the few crypto apps with real cashflow
Official dashboard shows roughly:
→ ~$345M annualized revenue
→ ~$946k/day 90d avg revenue
→ 50% of revenue allocated to buybacks/burns
→ $412M+ already bought back and burned
That's the actual thesis for me.
hated chart + visible cashflow + daily buybacks
Current plan:
→ current position: ~$7.5k
→ target position: ~$15k
→ still have a limit buy order at $0.00153
If the setup works, the zones I care about are:
→ $0.00334
→ $0.00392
So this is not a "hold forever" token for me
It's a bet that CT is underpricing cashflow after max disgust


























