Yes I agree but don’t make the mistake of choosing one when you can be part of both. Crypto gets a bad rap because conversations about it esp on Naija Twitter rarely go beyond its price and how to make quick money. Read the Bitcoin white paper and you’ll see there’s much more to crypto than some of the pathetic discourse we see online. Bonus reading: decentralization, privacy, tokenization and RWAs Young people have no reason to pledge allegiance to a single asset class. You need to understand them all.

Majority of new perp dexs = L2s of last cycle. Overbuilt and unnecessary. I don’t see 0.035% fee and 0.02% spreads models as remotely competitive. Only attracting farmers in hope of future rewards (which prob won’t happen). I was very optimistic in Jan that there would be a few more successful platforms after Lighter. Which has proven to be true with Vari and hopefully Pacifica and Extended. Don’t believe the same is true for 2027. Some realize this already like Risex which is going no fee (this is a positive development). Also seeing it with all the free USDC rewards to attract users (and then drop off afterwards). I’m starting to believe vari could be my last perp dex farm (will switch to funding and other strategies). Unless there are new innovative models esp on token / point structures that pay to use but not sure we will see new product innovations. I was hopeful paper could be an interesting catalyst for reimagining bootstrapping but the recent announcement has been very negative. We will see what is next.

Our newest listing, a US2K (Russell 2000) swap, has a spread of less than 0.001% and, as always, no fees. We’re just getting started.

If you still believe TradeXYZ is perfectly fine, you should check its recent market share against Aster, Lighter and Variational I wouldn't call that fine And once again, the risk isn't on Trade, it's on HL losing ground to competitors in the fastest growing perp sector: RWAs

Variational is arguably the airdrop of the year and the perp DEX with the biggest potential to grow and explode in 2027. But we're now just a month and a half away from the end of the airdrop campaign, and those of us who've been farming since the pre-season know exactly how much harder it has become to earn points compared to back then. Once the $VAR TGE is behind us, a massive amount of liquidity will be unlocked and looking for its next opportunity. The question is: where will it flow next? And more importantly, what can you do about it now? As I've always said, the perp DEX meta will take much longer to saturate than other airdrop metas, simply because these are products generating real revenue. Think about it. We've been here since the days of $GMX and $DYDX, and we're still here. So, what does the market look like right now? 🟢 @arcus_xyz Probably one of the projects with the strongest theoretical potential to launch a token at a decent FDV, which could translate into meaningful value for its points. That said, several things went wrong during the early stages, and the team didn't handle them particularly well. I've written multiple posts about this already, so check my profile if you want the details. 🟢 @risextrade One of the most talked-about projects across CT, currently doing around 6,000 weekly traders, with a relatively recent points campaign expected to run until Q2 2027. There are already some points OTC markets out there, with the current implied valuation sitting around $170M FDV. Personally, I think that's a fairly realistic valuation, with potential upside towards $300–400M FDV. That said, its metrics have been somewhat stagnant. Organic growth is there, but it's slow. 🟢 @TxFlow_L1 Their Season 1 only kicked off a few days ago, and after an initial misstep with the points campaign, the team listened to the community and completely revised the rules. Definitely a good move, and one that has helped them regain trust across my timeline. Their APIs aren't even public yet, and they're already doing numbers comparable to RiseX. Growth is slow but steady here too. If they deliver on what they've promised, txflow could be one of the biggest surprises of 2027. 🟡 @extendedapp Once a flagship project among airdrop farmers, Extended seems to have lost momentum amid repeated TGE delays and increasingly quiet social communication. Honestly, I've never pushed it particularly hard, simply because my own trading experience on the platform has never been particularly smooth. The TGE does seem to be just around the corner, though. 🟡 @hibachi_xyz Points campaign ending in Q1 2027. Another extremely long points campaign. They had their months of hype, but managed them terribly. Not even the ARC integration and the push that came with it managed to turn things around. Such a shame. 🔴 @Ostium Honestly, embarrassing. One of the worst teams I've ever had to deal with as an affiliate. Deadlines never met, employees leaving you on read and then disappearing for months. Want an idea of how these guys operate? Some people won merchandise in their trading competition and still hadn't received it 15 months later. Even the hack could have been avoided. It came down to sheer carelessness and a lack of attention from the team. At this point, I wouldn't be surprised if they shut down. 🔴 @bulktrade Honestly, I had really high hopes for this one. But they've barely even got started, and they're already a year and a half behind their roadmap.

Variational is now the largest on-chain venue by volume for RWA derivatives (perps and swaps). We're just getting started.

if you’ve ever traded perps on hyperliquid, lighter, aster, ostium or dydx, go check your wallet @variational_io is giving on-chain traders up to 3,000 points just for the volume they’ve already done elsewhere how it works: - 10,000 wallets max - up to 3,000 points per wallet, based on your on-chain perp volume - ends once 150k points have been distributed at $45/pt, a 3,000-point claim is worth $135k at tge why i’m this bullish: - 32% of the $VAR supply goes to points holders at genesis, fully unlocked - 100% of treasury revenue goes to buying back and burning $VAR - tge lands in Q4 and the bigger picture: rwa perps are the future. stocks, commodities and fx, trading 24/7 onchain, and variational is already the venue doing it at scale points are just the entry ticket. the real play is what comes after my take: $VAR is a buy at tge check your wallet 👇 omni.variational.io/trader-r… 18% boosted ref: OMNIGIVENO | omni.variational.io

crossed $1.3B total volume on @variational_io this milestone belongs to my refs as much as it belongs to me, you understood the fundamentals of variational and the vision of the team early, and i’m proud of every one of you i don’t just drop a ref link and list reasons to grab a share of the future of finance i use the product daily i give feedback to the team i answer questions and concerns in my dms i share what i’m actually doing and why did $1.5B+ referral volume on lighter. wild that i get to run the same playbook again on variational i personally know people who’ve turned my variational tweets into 4, 5, even 6 figures, just by reading, doing their own research and taking action tge isn’t the finish line. it’s the starting point even if you don’t have as many points as you hoped, tge is a chance to build a position for what comes after. nothing’s guaranteed, but i know where i’m positioned there are still a couple of weeks left to stack points for what i think will be the biggest wealth creation event this year the vision is bigger than points the product is bigger than an airdrop and we’re just getting started 18% boosted ref: OMNIGIVENO | omni.variational.io

a user made 1,012 trades on @papertrade_xyz, generating $10B in trading volume and losing $979K however, he earned 252M PAPER tokens and received $997K USDC in staking rewards walking away with a net profit of $17.8K

Top Projects I'm farming for potential airdrop! 🪂 • @Lighter_xyz • @arcus_xyz • @jumperapp • @Polymarket • @TitanExchange_ • @axisrobotics • @variational_io • @fhenix • @TxFlow_L1 • @entropyIO • @bulktrade • @N1Chain Your's top pick? 👀

if your pnl chart is not like that, probably you do something wrong in mm

87% of US companies with $100M+ revenue are private. that number alone tells you how much real economic growth never reaches public markets and historically, even affluent investors couldn’t buy in. the gatekeeping wasn’t about capital, it was about access. ondo Private Markets is opening that up: tokenized exposure to private companies, tradeable 24/7. $OPAIPon is already live as the first listing. the bottleneck was never money. it was who gets the call. ondo’s removing that. trade it: app.ondoperps.xyz/?ref=SUT9C…

I’ve watched this video several times, and what disturbs me most isn’t the moment the gate closes. It’s everything that happened before it. For five days, these animals returned to the same place, ate the same food, and walked away unharmed. Each visit made the next one easier. Nothing about the environment appeared to change, yet something important was happening. Their behavior was becoming predictable. What looked like an ordinary feeding routine was gradually becoming the foundation of a trap they had no reason to anticipate. What makes the situation particularly unsettling is the patience of the person behind it. He didn’t need to chase the animals or force them into the enclosure. He simply created the conditions under which they would enter willingly. The food was real, the rewards were immediate, and the consequences remained hidden. While the animals were responding to what was directly in front of them, someone else was thinking several steps ahead. The difference wasn’t physical strength or intelligence alone. It was the advantage of understanding the entire arrangement while the other side understood only its immediate benefits. And this is where the video becomes a disturbing reflection of human behavior. Not every dangerous arrangement announces itself through cruelty or deception. Some begin with opportunity, generosity, and an extraordinary degree of convenience. People become attached to what consistently rewards them, often without examining the conditions that make those rewards possible. They confuse being accommodated with being valued, being needed with being indispensable, and having access with having control. The danger isn’t necessarily that someone is lying to them. It’s that they may be making permanent decisions based on circumstances someone else can change overnight. But there’s an even more uncomfortable realization here. The animals didn’t lose their freedom because they wanted food. They lost it because the environment was designed to turn an ordinary need into an opportunity for capture. And that distinction matters. Having needs doesn’t make someone foolish, and accepting help doesn’t make someone weak. The real danger begins when another person understands your dependencies better than you understand their intentions. At that point, they may not need to control your decisions directly. They only need to control the circumstances under which those decisions are made. What stays with me is what happened after the gate closed. The food remained exactly where it had always been, but the animals’ attention shifted toward the boundaries of the enclosure. I can’t know what they understood, yet the contrast is striking. Nothing about the reward had changed. What changed was their ability to leave. And perhaps that’s something people rarely consider while life is going well. We spend so much time evaluating what an arrangement gives us that we forget to ask what it would cost to walk away from it. Sometimes the true price of a benefit becomes visible only when you try to refuse it. The lesson I take from this isn’t that generosity should be feared or that trust should be abandoned. It’s that independence requires more than favorable circumstances. It requires understanding who holds the power to change them. Five days were enough to establish a routine, but one moment exposed the limits of that routine. The food was still there. The benefits hadn’t disappeared. Only the freedom to leave had been taken away. And perhaps the most important question isn’t whether you’re comfortable with what someone offers you, but whether your life would still belong to you if they stopped offering it.

Why farming $VAR is an obvious no-brainer and EV+ opportunity. @variational_io continues to offer extremely attractive math for farmers. The math: > $8-10/point - current cost > 0% fees, you only pay through spread/slippage > 32% airdrop, 100% unlocked at TGE > 10.5-11M points - expected by end of Q4 Current valuation: > OTC: $37-44/point = $1.2-1.5B FDV = 4.6x+ > Pre-market: $46-52/point = $1.6-1.7B FDV = 5.7x+ At the current cost, you’re getting an allocation far below its potential TGE value. Even the $1B FDV FUD case still puts each point at $29-32. So the FUD case still gives 3x+ on farming cost. Base case - 5x+. OTC is already paying 4x+ per point before TGE. That’s EV+. You’re not betting on Variational becoming the next Hyperliquid. You’re betting that a high-volume, high-OI protocol won’t launch below the valuation where points are already being bought OTC. Lighter in 2025 had the same setup: ~$10 cost per point -> ~$50 at TGE. Its volumes were roughly 3x higher. Variational still has no API. Competition is lower, while the farming window is comparable. The points program continues for 2+ months. Competition still doesn’t look extreme. There’s also On-Chain Trader Rewards. If you traded Hyperliquid, Lighter, Aster or other perp DEXs, your wallet may be eligible for 20-3,000 free points. More than 9k out of 10k eligible wallets still haven’t claimed their rewards. So you can claim free points while continuing to farm weekly points. I’ll keep farming up to $20 per point, expecting $40+ per point at TGE. Everything below $20 is simply free edge. Use invite code: OMNIMECOOL Get +15% points boost + Silver Tier (+1%). Access: omni.variational.io/?ref=OMN… At $8-10 per point and $40+ potential value, the math is too good to ignore. $VAR farming is one of the most obvious EV+ opportunities ahead of TGE.