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제가 잘못생각한 부분이 있었네요
6월글에 제 2의 하이퍼리퀴드는 나오기 힘들다고 말했었는데
@Lighter_xyz 의 포인트 장외가가 70불을 넘어갔네요
이정도면 제 2의 하이퍼리퀴드라 불리우고 제 1의 라이터라고 부를만해 보입니다
시즌1은 종료하고 시즌2로 접어들어 곧 spot이 나올 예정이라고 하던데
시즌2는 길어도 한달반쯤일거라 생각하기에 남은 시즌2 동안 포인트를 최대한 얻어보려합니다
물론 @edgeX_exchange 도 해둬야하는게
개인적인 생각으론 Perpdex 2025년 tge하는 프로젝트중 위의 두개가 가장 잘나갈거라 생각하기때문입니다
물론 현재의 포인트 채단가를 생각한다면 @rails_xyz 도 tge가 12월이남은 기간에 비해 하는사람 대비 포인트 할당 등이 꽤나 높은 수준으로 느껴집니다
trade.rails.xyz/sign-up?code…
여전히 위의 링크로 들어가서 레퍼럴 사용하시면 50포인트를 주니까 소액 포인트만이라도 받아보시죠
최소$50입금 & 볼륨 $500 달성 하면 됩니다
이제 @AbstractChain 부터 시작해서 @StandX_Official 까지
짧은 기간동안 이미 두건의 다른 방향성으로 빌드업하던 프로젝트가 TGE 하지 않음으로써
결국 각종 프로젝트가 TGE를 할지 안할지를 믿지 않고
더욱 돈을 소모 하지 않으며 활동을 해야겠네요
아 내돈
We have an important update to share.
StandX will airdrop $DUSD with no lockup and will not proceed with a token launch.
Airdrop claims open November 1 and close December 31. Perps moves to Reduce-Only on October 20. Positions close January 15.
Withdrawals and redemptions close January 31.
Full announcement article in the next tweet.
GGoGomchu retweeted
더 이상 Pudgy Penguins를 믿거나 지지할 수 없음.
토큰2049에서 해당 공지와 댓글을 보고 내 생각이 이상한건가 의심했음. 이리저리 물어봤지만, 반응은 나와 다름없더라.
매우 실망했고, IGLOO의 전체 사업에 대한 믿음이 떨어졌음.
적어도 내가 한국에서 본 앱스트랙트 러버 몇명은 파머로 치부되기엔 너무나 열정적이었고, 애정이 남달랐음. 그런데 그 사람들한테도 체인이 닫히기 전까지 잘 될거야라고 속이고 다닌 모양이더라.
실패한 스타트업과 러그풀은 다르다고 하는데, XP라는 이름 하에 발생한 피해는 여타 러그풀 피해와 다르지 않음.
그렇다면? 남겨둔 사업체를 가진 입장에서 적어도 비판을 겸허히 받아들이고, 모두에게 친절하고 따뜻해야 하지 않을까?
디스코드 내용들 보니까 전혀 그래보이지 않았음. 하락장을 긍정적인 바이브로 견뎌내던 지난 펭구의 바이브는 이제 펭구 가면을 써야만 허용이 되나봄.
나에겐 의미 있는 PFP이기에 바꿀 일은 없겠다만, 이제 펭구에 대한 컨빅션은 거의 없을 것 같음.
이럴줄알고 @AbstractChain 안한건아니고
이럴줄 몰랐지만 질질끌길래 중간에 할까하다가 안해버렸는데 다행이네
GGoGomchu retweeted
과거 @jumperapp 에 직접적인 수익이 없었고
Jumper는 @lifiprotocol 프로덕트로 lifi 수익에 의존했던걸로 기억함
하지만 최근에 @lifiprotocol 와 분사하면서 $ JUMP 에 lifi 의 매출이 밸류캡쳐가 안될것처럼 말했음
그래서 찾아보니 Jumper Docs에 최근 자체 수수료가 생겼음
link : docs.jumper.xyz/jumper-fees
(9월부터 생겼을 것으로 추측됨)
결국 $ JUMP 에는 Jumper 브릿지/Dex 뿐아니라 perp ,RWA , Earn 등으로부터 추가로수익이 생기고 그 수익이 $ JUMP로 밸류캡쳐가 될거같음
실제로 Jumper에 생긴 수수료 체계를 보면
Dex : stable(0 bp) , Major(2 bp), other(5 bp)
bridge : stable(1 bp) , Major(2 bp), other(5 bp)
RWA : 모두 5bp
그래서 Jumper가 실제로 벌어들이고 있는 수익을 Defillama에서 나오는 dex/bridge 볼륨으로 평균bp로 수수료를 계산을 해보면
(가중평균 dex 1.45bp / bridge 1.95bp)
6월 : bridge : $677M / Dex :$216M / fee : 약 $163k
7월 : bridge :$734M / Dex : $215M / fee : 약 $174k
8월 : bridge : $753M / Dex : $149M / fee : 약 $169k
9월 :bridge : $978M / Dex : $205M / fee 약 $220k
연환산시 dex/bridge 만으로 $2M 중반대의 ARR를 가지게되며
여기서 perp , RWA , Earn 으로부터 얻는 수익을 합치면되나 사실상 미미할것으로 예상됨 ($3M 정도의 ARR 예상됨)
그렇다면 MC와 FDV 에 ARR를 비교하면 멀티플이 나오는데
(현재 토크노믹스에 커뮤니티와 트레저리 부분이 tge시 언락이 명시되어있지않아 평균값을 넣었음 - 그래서 tge시 MC가 약 $9~10M 정도로 예측됨)
TGE시 MC 기준 : 약 3.6배
TGE시 FDV 기준 : 약 30배
정도의 멀티플이 형성됨 물론 모든 revenue가 밸류캡쳐될거란 보장은 없지만 단순 ARR 적용시 이러함
그렇다면 Jumper가 현재 포지셔닝중인 슈퍼앱 , 브릿지, 어그리게이터에서 경쟁 프로젝트들의 ARR과 MC/FDV 멀티플을 비교해보자면
(사업의 성장기대성이 포함되어있고 밸류캡쳐가 존재하는)
Pancake / MC : 9.3배 / FDV : 9.7배 / ARR : $88.8M
Raydium / MC : 6배 / FDV : 12.4배 / ARR : $91.9M
Jupiter / MC : 14.5배 / FDV : 30배 / ARR : $75.8M
debridge / MC : 17배 / FDV : 28.6배 / ARR : $6.5M
Uniswap / MC : 32배 / FDV : 46배 / ARR : $172M
AERO / MC : 9배 / FDV 17.8배 / ARR : $96.6M
이렇게보면 Jumper의 Legion 세일 밸류인 FDV $75M로 보면 비싸고 MC로 보면 싸보이긴함
(세일유저는 50% 언락으로 MC : 7.2배 / FDV : 60배 임)
그래서 TGE 초기에는 낮은 MC와 괜찮은 멀티플로 충분히 크라임 가능하지않을까 싶기도 해서 생매수도 대기중입니다
솔직히 @jumperapp 에서 몇년동안 xp 쌓던 분들도
세일 할당을 위해서 구걸하는 모습을 보면 정말 안타깝습니다
가장 우대받아야될 권리는 없지만
충분히 우대받아야되는 입장인데 우리가 구걸을 해야되는 상황이라는게 정말 웃겨요
저는 Lizard DAO NFT를 들고있고 랭킹 20등대까지 갔었죠
저의 TG 채널에서도 170개가 넘는 글과 가이드를 작성했어요 그정도로 열심히했죠
Jumper 팀은 xp홀더들에게 가장 보답해주고싶다는데 도대체 뭘해준다는건지 아무말도없어요
(고작 할당캡을 더잘주겠다는 말뿐 ㅋㅋ)
하지만 세일은 참가할거에요 그들은 토큰에 지분과 같은 밸류캡쳐를 하겠다는 말을 자주언급하기도했고
솔직히 @lifiprotocol 와 @jumperapp 제품은 최고이거든요 $ JUMP 자체의 밸류는 높아질거라 믿어의심치않죠
하지만 그들은 수년동안 xp를 모아온 og 들과 Lizard DAO에게 너무 무책임한게 아닌가 싶습니다
이게 크립토라면 어쩔 수 없구요
GGoGomchu retweeted
Built a dashboard to track the revenue meta
Revenue trends + value flowing back to holders, all in one place
- kdp.wtf/metrics/revenue-meta
Projects covered:
@HyperliquidX @Lighter_xyz @Aster_DEX @DeriveXYZ
@Pumpfun @ponsdotfamily @LaunchOnSF @GraphiteProto @Uniswap @aeroxyz @Raydium @JupiterExchange @PancakeSwap @MeteoraAG @SkyEcosystem @maplefinance @chainlink @ether_fi @pendle_fi @GEODNET @rendernetwork @AskVenice @PhalaNetwork @shufflecom @Collector_Crypt @ORE
이제 점퍼 @jumperapp 세일은 끝났고
기다리면되는데
점퍼 써왔던거 볼륨 추산해보니 3M이 약간 안되는걸로 찍히더군요
이런저런거 브릿지할때 아직도 점퍼를 1순위로 확인을 하는데 잘 되었으면 바램이구요
할당도 쫌 줬으면 하는 바램이네요
the $JUMP sale is now closed.
to the believers who made the jump: applications are under review - results coming to your email.
to the non-believers, the underachievers, the tweet-and-deleters…
you had your chance.
솔직히 천천히 닫을 생각이었잖아 너네들
Blast will be shutting down.
We launched Blast with the goal of building a self-sustaining chain for users and developers. Unfortunately, the economics of operating the chain no longer make sense: the ongoing costs of maintaining Blast exceed the revenue generated by the L2, and we do not see a credible path to making the chain economically sustainable.
As a result, we've made the difficult decision to wind Blast down.
We're sorry to the users and developers who believed in Blast, built on it, and supported the ecosystem. Our priority now is making the shutdown as smooth and safe as possible.
We're asking all users to withdraw their assets from Blast to Ethereum mainnet, including any balances held in the Blast PWA.
To make this easier, we will be reducing the withdrawal delay to 24 hours.
As part of the shutdown process, we'll first begin withdrawing Blast's Lido assets. This process is expected to take approximately one week. During this period, withdrawals will temporarily be unavailable, even after the withdrawal delay is reduced to 24 hours.
Once that process is complete, withdrawals will resume with the new 24-hour delay.
Users will have until October 26, 2026 to withdraw through the normal Blast interface.
After October 26, assets will remain withdrawable, but users will need to interact directly with the Blast bridge contracts on Ethereum L1. We'll publish detailed instructions before then.
We strongly encourage everyone to withdraw their assets to Ethereum mainnet before October 26.
꽤 하긴했는데 운이 좋았던듯
I'm ranked #92 in Season 0 points on
@arcus_xyz - app.arcus.xyz/ref/KHAN1407
지금시기에 @jumperapp 왠지 안들어가는게 아쉬운 상황일거같아서
20K로 @legiondotcc 에서 할당 받을만큼 받아볼 생각입니다
legion.cc?homie=C619DCA3
같이 들어가실분
Decided to take part in the Jumper sale on Legion with a $25k deposit, this is my reflection on whether it is worth it or not.
Jumper has been my preferred bridge/swap for a while due to its close-to-zero fees. Earlier on, I've been using Stargate, Debridge, Synapse, among others. For swaps, I think it fills a similar role to DeFiLlama Swap, and I usually check which of the two is cheapest.
I believe many are like me here, that they compare several bridges/swaps to find the one that gives the best exchange rate.
So yeah, is it worth investing in $JUMP? Well, the thing is that they're moving beyond only bridge/swap, and plans to turn it into an everything Exchange: perps, RWA, earn, more Advanced trading, etc.
The $JUMP sale launches at a $75M FDV, with 4% allocated to the public sale. 50% is unlocked on TGE, and the last 50% is unlocked linearly over 4 months. Is a $75m FDV worth it in this market?
It depends whether the market sees it as a bridge token or as the everything app-token. They just recently turned on fees for swaps/bridging, so it's not easy to calculate what the token should be worth.
But to compare, Debridge is for example $220m FDV, and tbh they have high fees. Jumper is already the number 1 aggregator by bridging volume, and it feels wrong to not participate in a sale for the token of the market leader (even though the revenue picture for the future is a bit unclear).
Some questions I still feel are a bit unanswered, though, are: what role will @lifiprotocol play in this, and how much revenue can Jumper actually bring in here?
Community XP and the top 500 waitlist spots get priority for the sale btw. There is a minimum buy in of $1,000 which is positive, because it lurks out all the people that tried to "game" their XP Points.
IMO the biggest competitor is prob Relay atm, which I do also find cheap to use, but most often Jumper beats them in terms of fees. Now it is counter-intuitive though, because for the users you want low fees, but from a token perspective you want high fees (revenue generation).
Pretty long team- and investor unlocks, which should be positive initially. Already $22m deposited into the sale, so I doubt you can get in with a good size here, but it is worth trying.
The combination of a bullish market + the fact that @jumperapp is the market leader makes me think that the FDV can be justified.
Trying my luck here, and let's see if I can get a spot in the sale.
PS! Would prob slam harder than 25 bands, but it's already 22m (1,139% oversubscribed). The chances feel slim to get much in, and yeah, I guess my 25 will be slashed.
DYOR, NFA.
GGoGomchu retweeted
Seoul, we're coming. 🇰🇷
On Oct 1, WLFI and @MOA_Protocol are co-hosting "My Own Access: The Future of Borderless Wealth & Lifestyle" during #KBW2026.
📍 Grand Hyatt Seoul
🕕 6:00 PM KST
RSVP: luma.com/4izv95gx
🇰🇷 MOA × World Liberty Financial at KBW 2026
On October 1, @MOA_Protocol and @worldlibertyfi will co-host “My Own Access: The Future of Borderless Wealth & Lifestyle” in Seoul.
A special evening for meaningful conversations and connections across Web3 and digital finance.
📅 October 1, 2026
📍 Grand Hyatt Seoul
🎤 6:00 PM KST
🎟️ RSVP: luma.com/4izv95gx
#KBW2026 #KBWSideEvent #MOAProtocol #WorldLibertyFinancial #WLFI #Web3 #DigitalFinance #BorderlessWealth #FutureOfLifestyle #Seoul
GGoGomchu retweeted
💡 The #1 mistake new users make in @legiondotcc The Republic (and how to fix it):
Most newcomers think submitting a Raid proof instantly grants Valor Points (VP). It doesn't!
Submitting proof ≠ Instant VP credit.
Every submission goes through a review. If you submit a wrong URL format or generic spam, you lose your 5 VP entry fee + time.
3 Steps to submit Raids correctly:
1️⃣ Check the Protocol: Read requirements & deadlines before spending 5 VP to join.
2️⃣ Write Substantive Replies: Avoid generic "LFG" comments. Add actual value on-topic.
3️⃣ Direct Link + Screenshot: Copy the exact X reply link (not your profile URL) and upload clear proof.
🔗 My Raid Submission Proof:
[INSERT YOUR DIRECT X POST URL HERE]
Disclaimer: Participating in the @legiondotcc Republic community campaign for VP rewards.
#Legion #TheRepublic #JUMP $JUMP
republic.legion.cc/?ref=dfcb…
자는동안 @bitget 털렸네요
소액 가지고 있던곳이라 크게 문제될건 아닌데 또다른 FTX와 같은 큰 일이 벌어지지 않길
At 18:31 UTC on September 24, 2026, Bitget’s security systems identified unauthorized transfers involving a limited number of hot wallets.
Our security team immediately activated emergency response procedures and began a full investigation.
Based on our current assessment, approximately $351.6 million in assets were affected. Bitget’s cold wallets and the overwhelming majority of platform assets remain secure and unaffected.
Most importantly, user funds remain protected.
The incident falls within the coverage of Bitget’s User Protection Fund, which currently holds more than $464 million.
Customer account balances remain accurate, and deposits and trading continue to operate normally.
As a precaution, withdrawals have been temporarily suspended while our teams complete a comprehensive security review.
We have identified and flagged the relevant transfer addresses and have formally engaged law enforcement agencies and leading on-chain security partners.
We are working around the clock to restore withdrawal services as soon as it is safe to do so.
Bitget will provide further updates through our official channels.
We will not speculate on the attack vector while the investigation remains ongoing. Our focus is on protecting users, securing all systems, and delivering complete transparency throughout this process.
이제 순차적으로 @variational_io 의 tge 를 필두로 tge 상세 계획이 나오는 프로젝트들이 많을거 같군요
야락장동안 꾸준히 하신분들은 연말에 따뜻하게 보낼 수 있을거 같아보입니다
드디어 @variational_io tge 관련해서 소식이 떳네요
막 엄청 열심히는 안하고 OI 위주로 파밍했지만
그래도 꽤나 괜찮게 에드 받을거 같아서
소소하게 삶에 도움이 될듯하여 기분이 좋네요
32% of $VAR will be airdropped to traders, fully unlocked. Following Hyperliquid’s success, we want to do right by our community.
That’s why we’ve planned one of the biggest airdrops ever.
There’s a lot we haven’t shared yet. time to dream bigger
GGoGomchu retweeted
To global CT, altcoin foundations, builders, and farmers: are you waiting for Korean buying power to return?
Then please spread this message. Korea is recklessly pushing ahead with crypto taxation without putting investor protections in place. This is making Korean investors hesitant to enter the market, even during a bull run.
How bad is it? Korea offers no loss deductions. Foreign exchange gains are generally tax exempt, yet buying USDT with KRW and profiting from exchange rate movements would be taxed. Taxation is being pushed through without ensuring fair treatment across assets and markets.
As a result, crypto is currently trading at a discount on Upbit and Bithumb, and the Korean buying power everyone is waiting for is nowhere to be seen.
Waiting for the kimchi power to return? Help amplify this message.
코인과세 유예 활동을 위한 기부금 650만원 전달 완료.
2029년까지 유예 2029년에 폐지 행운의 777 이라는 느낌으로 보내려고 했으나 수수료 $1 까먹어서 걍 돈 여러번 보낸 청년이 되었습니다.
저도 보내면서 사실 힝 내돈~ 했는데 코인 투자자들의 마음을 대신 담아 전한다고 생각하며 보냈습니다.
코인 투자자를 위해 직접 뛰며 행동하는 사람을 위해 힘을 보태줍시다.
































