Cryptophile

.@cz_binance please call @paoloardoino and @jerallaire You can save $1.6B

$CHIP short Attempt 2.0 Here You Come Again!

I will dm you in TG

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.

Congrats 🫡🔥

WTS Hypurr #104 Rarity: Epic Price: 100 $HYPE

LFG! 🐢

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...

My first experience moderating a panel 🫡 Topic: “Tokenization: The RWA Opportunity”

Dm dm 🫡

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 🫡

Why would a bigger loan make it safer? Also, Wintermute incubating or investing in Wildcat doesn’t really change the credit risk of the loan itself. If something goes south with the borrower, the Wintermute-Wildcat relationship doesn’t backstop lenders At the end of the day, both are unsecured loans to market makers. So unless there’s a meaningful difference in balance sheet, covenants, seniority, legal recourse, etc., I don’t see why Wintermute at 8.75% should be materially safer than Selini at 9.5%

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.

Cape imo, no airdrop Jumper XP = better allocation in the ICO No one is really airdropping free tokens nowadays GTM shifted toward ICOs a long time ago “Community” tokens will most likely be used to incentivize Jumper Earn, Jumper Perps, and other new Jumper products. P.S. No reason to blame Jumper here. The market is completely different from what it was 2 years ago

No $JUMP airdrop? Or are we missing something? 33.33% of the supply is allocated to the community Vesting: “Distributed to the community” My prediction: no airdrop + low circulating supply... Initial $JUMP circulation: 4%-5%

$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!

No-brainer buy!

$BGB has almost no reaction to the Bitget hack Easy short? Or...?

Thanks) I will arbitrage some points))