PugOnly.Var (@Pugonly) header
PugOnly.Var (@Pugonly) profile picture

Just a litlle Pug in crypto universe. https://xitter.cf/t.co/wwxQKd92QF Poly 💖 https://xitter.cf/t.co/c8SP4KcXGb

Joined September 2016
Photo by PugOnly.Var (@Pugonly)Photo by PugOnly.Var (@Pugonly)Photo by PugOnly.Var (@Pugonly)Photo by PugOnly.Var (@Pugonly)Photo by PugOnly.Var (@Pugonly)Photo by PugOnly.Var (@Pugonly)Photo by PugOnly.Var (@Pugonly)Photo by PugOnly.Var (@Pugonly)Photo by PugOnly.Var (@Pugonly)Photo by PugOnly.Var (@Pugonly)
PugOnly.Var retweeted
The Variational Treasury has crossed $8.5M, with $2M+ added in the past month.
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PugOnly.Var retweeted
Liquidity for more than 100 swap markets have already been sourced through OLP's initial TradFi agreements. New commodities, single stocks, and more will be listed in the coming weeks.
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PugOnly.Var retweeted
Biggest innovation in defi since perpetual futures
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PugOnly.Var retweeted
This is just another load of bullshit from the Polymarket dev. You know what's the best way to verify if what he's posting is actually true? Just check if other team members or profiles like @PolymarketTrade, @Polymarket etc, retweeted it. Whenever they are legitimately looking to hire someone, the entire team RTs it to maximize reach because they are serious about it. If it were a serious offer, at least a few other team members would have shared it. You can see an example in the screenshot, where the Polymarket Traders profile and many other team members are RTing to find someone to run the Polymarket TikTok and that is exactly what a 'serious' offer looks like. In my opinion, this is pure damage control after the wave of FUD spilled out from an ex-Polymarket employee who wrote that we’ll be waiting a very long time for $POLY. @mustafap0ly was basically given a role on X so that whenever FUD hits the fan, he steps in to tweet something like "POLY soon/very soon" to calm people down, ensuring Polymarket doesn't lose its metrics and people keep farming it. Back in May 2026, they were posting that the 'airdrop checker' was already ready. (screenshot) Honestly, I wouldn't be surprised if the token doesn't drop until 2028, and until then, they just keep hyping people up with 'soon' promises. Mustafa has also been liking a lot of posts over the last six months claiming the token is just a few months away max etc. Don't fall for it they're only boosting their metrics this way. In the end, by 2028-2030, you'll just get peanuts or even end up at a loss. Personally, I don't think this will end well for them it’s much better to say nothing at all than to constantly frustrate people with 'very soon' bait. Patience has its limits. @shayne_coplan @williamlegate @MatthewModabber approach is not the right way. --------- Jednorazowy post po angielsku bo nie mogę patrzeć z boku jak farmią ludzi, jeszcze nigdy nie widziałem chyba czegoś takiego w "poważnym" projekcie.
who's the best in the world at building tokenomic models? DM me
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PugOnly.Var retweeted
A proposal for a few cosmetic changes related to the new $POLY feature Sponsor Rewards that would significantly make life easier @mustafap0ly @shayne_coplan @MatthewModabber @williamlegate @Polymarket 1. Cosmetic change, add a "Sponsor Rewards" label in the activity transactions. Now it kind of looks like someone is draining your account and withdrawing funds. After change, users see right away that the outgoing amount didn't go to "someone stealing funds" or external withdrawal. It was intentionally sent to a reward pool you sponsored. 2. Division into rewards subsidized by Polymarket vs. user rewards. This enables assessing the risk of immediate fill on our limit order. And will also significantly help with market making on Polymarket. 3. Separate dashboard for sponsor rewards or including their amounts in the "Rewards" tab. Splitting it into two columns with the names "Sponsor Reward" and "Polymarket Reward". This will allow for a quick insight into the real total sum of rewards on the market, not only $POLY reward sum. @SuhailKakar @martinsit @dylanorrell @HereComesKumar @HugoMartingale @Neesh774 @dafsiberia @nperlaw @digitdustin
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My Musings on the HL vs Lighter Battle Dear HL: Consider this a message from someone who’s both a genuine fan and someone who has spent their career building and scaling real Web2 empires. I know exactly what it looks like when a company dominates early, and what it looks like when that dominance quietly mutates into something far more dangerous: complacency. Right now, you’re on top. You have the mindshare, the mystique, the cult following, the first-mover advantage, the aura. But believing that being first means being uncatchable is the very mistake that has humbled empires far larger than any perp DEX. The mass market has always been ruthlessly simple: most people choose cost and convenience over ideals every single time. You can build the “best” product on paper. You can outperform everyone on every victory lap metric. And still lose. One thing is obvious: this is not a race against Aster. Aster has a structural flow advantage through Binance that no one else can replicate. That’s baked into the pie. The real battle is going to be between Lighter and HyperLiquid. And Lighter is moving faster than almost anyone right now. They’re innovating on UX, reducing friction, automating bridging for users, and have better reporting. They’re solving the practical, gritty onboarding problems that win markets - not the ideological ones. HyperLiquid, meanwhile, is winning the popularity contest…but slowly losing the market share war. Jeff’s recent call for outside teams to build the app layer is revealing. The HL engineering team is brilliant, but it’s small - too small to sustain the pace required to scale a chain, an ecosystem, and an industry-standard perps experience simultaneously. Talent alone cannot outpace manpower forever. And this matters because user growth is mostly flat across crypto. The fantasy that we’re “expanding the pie” is comforting, but it isn’t real. This is a knife-fight for the users who already exist. Loyalty is temporary. Traders migrate to whatever feels cheaper, easier, faster, or more rewarding today. A nostalgic crown doesn’t secure retention. If HyperLiquid wants to stay on top, there are steps that cannot wait. First, you must publicly address how you plan to prevent another liquidity vacuum like the one on 10/10. All the innovation you’ve built - every line of code, every optimization - means nothing if market maker liquidity can evaporate instantly because of a Binance failure. A single upstream failure should not cripple an entire perps ecosystem. Second, the user dashboards need a serious overhaul. Mashing together realized and unrealized PnL into one number is misleading and beneath the standard of an exchange positioning itself as the future of finance. Traders need clarity, not blended metrics that obscure results. Third, friction must be eliminated from deposits. Lighter is now handling bridging automatically for users - a massive quality-of-life advantage. HyperLiquid cannot expect users to care about ideology if the experience of putting stables onto the platform is slower, more manual, or more confusing than competitors. And finally, reporting must evolve beyond CSV exports and third-party tools. No serious trader should need external software just to understand their own performance. Native reporting is necessary for an ecosystem that claims to be building financial infrastructure, not a summer hackathon project. HyperLiquid is extraordinary. But empires are not defeated by rivals - they’re defeated by inertia. And right now, HL risks mistaking admiration for insulation. This next era won’t be won by who is most loved. It will be won by who is the most unavoidable. I respect what you’ve built, deeply. And I want to see you stay at the top. But that requires treating this moment with the seriousness it deserves. The war for daily dominance is already underway - and the competition is not waiting. 🫡 From the depths — The White Whale 🐋
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How to earn OPN Points? Your weekly guide to the 100,000-point pool: - Provide liquidity - Trade with quality - Hold your positions Start participating with just $200 in weekly total trading volume. Details👇
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Ostatnio skupiłem się bardziej na aktywnym rozgrywaniu rynku oraz farmieniu perpów, jest na nie ogromny hype ale 99% osób nawet nie dostanie zwrotu fee bo klasycznie - działa na FOMO tam gdzie jest głośno a nie tam gdzie jest early i warto :) Dlaczego farmie te dwa konkretne perpy a nie inne? Bo używam głowy i nie chcę liczyć na ewentualny zwrot fee jak ludzie którzy przepalają wszędzie fee zanim najpierw coś policzą a mam plan ładnie zarobić. Nr 1. @BullpenFi - bullpen.fi/@aimaster (10% zniżki na fee + 10% punktów więcej) Genialny produkt w fazie early, działając tu walletem którym działaliśmy pod @HyperliquidX robimy volumen 2w1 (pod airdrop $BULL oraz $HYPE na perp), jeśli tradujesz na Hyperliquid warto przerzucić się tutaj, dopóki jesteśmy early i zrobić tyle volumenu ile możesz. Mniej niż 1000 osób oraz mniej niż 500 aktywnych osób. Team: @salxyz @blknoiz06 @Luca_Spinazzola VC: @6thManVentures (tak, ten sam co @Polymarket), @Delphi_Digital, and @TheSpartanGroupWhy No tutaj jest mocno, nawet za mocno jak na tak mały projekt ^^ Potencjał? Zależy od fazy rynku :) Farmiac dropy chcę wiedzieć że nawet najgorsza faza rynku co najmniej zwróci mi fee. Przy 69.9 M pkt (100 M - 30.1 M spalone), 33% (like hyperliquid) na airdrop oraz 250 MLN FDV czyli malutkim jak na taki projekt mamy ponad 1$ za punkt. Koszt pkt: 0.08$ ale załóżmy że vol jeszcze wzrośnie w kolejnym tygodniu i będzie to ok ~ 0.1 Potencjalna wartość przy 250 mln FDV: 1,18$ Potencjalna wartość przy 1 mld FDV: 4,72$ Potencjalny zysk: 12-47x na fees + Hyperliqud S2 którego nie wliczamy, nawet mały zrzut dałby powyżej 1000$/mln vol perp także sam hyperliquid może z łatwością zwrócić koszty z nawiązką ^^ Potencjał jest więc ogromny. Zakładając że przed TGE dostaniemy airdrop Hyperliquid S2 co też da nam profit + integracja z @Polymarket sporo wniesie + będziemy w lepszej fazie rynku śmiało możemy mówić o nawet x4 większym FDV ;) Myślę że warto zrobić ile możemy, dobrze by było co najmniej kilka mln. Sezon punktowy trwa od środy 5:59 czasu PL do środy 5:59 czasu PL. Im wcześniej działasz tym mniej ryzykujesz i potencjalnie więcej zyskujesz. Obecnie jest to mój TOP1 projekt pod farming szczególnie poprzez to że działania liczą się na hyperliquid i działamy 2w1. Nr 2. @extendedapp - app.extended.exchange/join/A… (10% mniejsze fee do 50 mln volumenu) Również genialny produkt w dalszej fazie rozwoju, najlepsze opłaty wśród DEXów, duża płynność, mimo że są fee to opłaty mniejsze niż na pseudo DEXach z zero fee które są zero fee dopóki tradujemy wartością kilku dolarów ^^ Team: @rf_extended @dk_extended @spooky_x10 VC: Tioga Capital, Semantic Ventures, Prelude, StarkWare, Cyber Fund Nie jesteśmy tutaj tak early jak na Bullpenie jednak mocno warto + warto po prostu się tu przenieść z CEXów i kontynuować działania zamiast marnować $ i czas na CEXach. Potencjał? Konkurencja dla topowych obecnie DEXów jak @Aster_DEX czy @Lighter_xyz które wciąga nosem + rozwój @Starknet będzie działał na korzyść projektu zaś brak rozwoju nie będzie ściągał do w dół ;) Obecnie koszt 1 mln volumenu za który zdobywamy punkty to 225$ z refem do 50 mln, potem 250$. 1 mln = 290 pkt bazując na poprzednim tygodniu. Jak w przypadku Bullpen załóżmy bardzo słaby rynek, brak hype, wszystko idzie słabo. Uważam że w tym przypadku przy 30% airdropu (potwierdzone) 1 mld FDV to formalność. Obecny koszt pkt: ~0.75$ Potencjalna wartość przy 1 mld FDV: ~6$ Potencjalna wartość w dobrym rynku: ~18-30$ +++ Potencjalny zysk na fee: 8-40x Jeśli tradujesz nie dość że dostajesz lepsze warunki jak na cexach to po prostu za nic dostaniesz sporo $, szczególnie jeśli robisz to większym kapitałem i jesteś profitowy w długim terminie. Obecnie jest to mój TOP1 gdzie organicznie traduje. Podsumowanie: Jeśli chcesz wybrać tylko 1 projekt to na obecny moment zdecydowanie warto ruszyć mocniej Bullpen z racji że potencjalny zwrot jest większy nie licząc nawet hype s2. Na długą metę Extended to lepszy wybór pod trading organiczny chyba że Bullpen obniży fees ^^ W tej słabej fazie rynku gdzie ludzie boją się podejmować działania a jak już to robią je na FOMO a nie bazując na przemyśleniach czy wyliczeniach polecam zrobić inaczej niż oni. Z głową, na spokojnie, ruszyć to co warto nie to o czym jest głośno. Zrobić samemu research itd. Kalkulator do obliczenia wartości pkt przy danym FDV -> cryptoexchange.sh/points-cal… Masz pytania na tematu któregoś projektu? Zapraszam do komentowania, pisania na DM a najlepiej na Telegram -> t.me/AIMasterGrupa #Kryptowaluty #Airdropy #Bitcoin #Ethereum #Inwestycje #Złoto #Srebro #giełda #Airdrop #Krypto
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PugOnly.Var retweeted
Polymarket will be the first token listed on an exchange. There will be no IPO or ICO. It will not involve traditional shares. Instead, it will feature a token, $PM, available on the exchange. This marks the first company in the world to introduce the future of finance. Legends. @Polymarket @shayne_coplan
Markets on everything. We’re proud to announce that $ICE, the owner of @NYSE and the largest exchange company in the world, is making a strategic investment of $2 billion into Polymarket, valuing us at $9 billion post-money. Our partnership with ICE marks a major step in bringing prediction markets into the financial mainstream. But in addition to that, it’s a monumental step forward for DeFi. ICE is the one remaining founder-led exchange company, and Jeff is all-in on utilizing his assets, including NYSE, to usher in a new financial era of tokenization. We’re humbled to be working together on this endeavor. ICE will also begin distributing Polymarket data to thousands of financial institutions around the world. There is so much to build when you combine the force of ICE’s institutional scale and credibility with Polymarket’s consumer + cultural savvy and distribution. The past two years have been surreal. Going from a write off to creating a category, watching our vision become a reality. The Polymarket origin story is funny because it's a rare case of the dream being identical to how things played out. If I learned one thing, it’s that bold ideas are everywhere, hidden in plain sight. It just takes someone crazy enough to spend their life willing it into existence. That’s entrepreneurship: willing things into existence. I remember reading Robin Hanson’s literature on prediction markets and thinking - man, this is too good of an idea to just exist in whitepapers. There were a million reasons why it shouldn’t work, countless arguments of why not to do it, and the odds were against us, but we had to try. At the onset of the pandemic, I quite literally had nothing to lose: 21, running out of money, 2.5 years since I dropped out and nothing to show for it. But I knew we were entering an era where ways to find truth would matter more than ever, and Polymarket could play a critical role in that. After all, nothing is more valuable than the truth. It’s still a work in progress, but we’re honored to have made the impact we have thus far. I’d also like to give a special thank you to all of our users, builders, and community members who have been with us since 2020. Your support will not be forgotten 🔮 Last but not least, I am deeply grateful for all of the support and hard work of my brilliant team. I’m getting to live my wildest dreams, seemingly against all odds, and I don’t take it for granted. The best is yet to come… 🇺🇸 Que Sera Sera
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PugOnly.Var retweeted
Kudłaty, sprzedałeś w panice 20 eth? Shorcik cały? Dominacja nurkuje? Grubasy dalej shortują, a mali longują? Dalej jesteśmy pod trapline? Nie zapomnij kolejny raz zaprosić na mentoring do low IQ individualsa <3 Wybierajcie starannie, kogo śledzicie. @lucas_michalek
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PugOnly.Var retweeted
Freeesh ones: LEB3EWJGK679
Lighter invite code : BFWRJDHSNRA7 Enjoy free, no fees trading! 1 lighter point = 100$ right? @Lighter_xyz
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PugOnly.Var retweeted
Lighter invite code : BFWRJDHSNRA7 Enjoy free, no fees trading! 1 lighter point = 100$ right? @Lighter_xyz
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PugOnly.Var retweeted
Replying to @naiivememe
Buy at least 0.1 $SCHIZO before it’s impossible
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Let’s get to hitting the moon! $schizo
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PugOnly.Var retweeted
this can be the runner we all need to get out the hood. lfg. retirement can be a reality. next troll. insane meta. crazy ticker. $schizo
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PugOnly.Var retweeted
WHY DID I LAUNCH THIS ABOMINATION??? WILL THE TORTURE EVER END??? CA: 7x92Nt2kegSizDxoXvU6ApciGyGrtqp9ykyhUWoppump
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want wl? prove you’re og. rt + send 1 nft minted/bought in 2021 to the burner: 0x7A9b172aaFC113d3Bf8CEC9ecD739263f0a07341 spots are limited, don’t overdo it
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PugOnly.Var retweeted
NFTs on mainnet are cooking. Should I launch This Milady Babies?
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