alejandro.hl๐ฏ๏ธ ๐ฆ๐๐ด๐บ๐ธ retweeted
The chaos in El Salvador before Bukele was never an accident, and the chaos in Haiti today is not an accident either.
The media told you that the gangs were just poor boys who went bad on their own, but that story falls apart the moment you ask one simple question.
Where does a poor sixteen year old boy living in a slum with no job and no money get an AK-47 and an AR-15 and a Glock and thousands of rounds of ammunition, and where does he get a brand new Toyota Hilux and motorcycles and speedboats and drones and encrypted phones and bulletproof vests and night vision goggles, and who pays his monthly salary and pays for his safe house and pays his lawyer when he is arrested and pays the police and the judge and the prison guard to look the other way, and who pays his family when he dies?
A poor boy cannot afford even one bullet, so someone else is paying for all of it.
That someone is the multimillionaires and the billionaires and the wealthy entities who profit from chaos, because chaos is a business and a broken country is the most profitable business in the world.
When a country is in chaos its land becomes cheap so they can buy it, its gold and its drugs and its resources can be stolen without anyone asking questions, its government becomes weak so they can control it, and its people become so scared that they obey anyone who promises them a little safety.
In El Salvador the gangs were not fighting the system, the gangs were the system, paid to keep the poor terrorized so the poor would never rise up and demand a better country.
In Haiti it is the same story, the gangs are not independent, they are funded and armed and protected by rich families and foreign businessmen and foreign NGOs who want Haiti to stay weak so they can keep stealing its ports and its gold and its labour.
And when a man like Bukele comes and says I will lock up all the gangs and end this in two years, who attacks him? It is the same people.
The same billionaires who fund the gangs fund the media that calls Bukele a dictator, the same wealthy entities who arm the gangs fund the NGOs that cry human rights for murderers, the same people who profit from chaos fund the political voices that hate real help in Haiti and sabotage anyone who is actually capable of doing it.
Look at the pattern and it becomes clear, when a gang kills a hundred innocent people there is silence, but when a leader kills a hundred gang members there is outrage.
When a gang rapes children there is no campaign, but when Bukele locks up rapists there is a global campaign against him.
That is because the media is not independent, it is owned by billionaires, the NGOs are not independent, they are funded by billionaires, and the politicians are not independent, they are bought by billionaires.
They do not want Haiti saved and they did not want El Salvador saved, they want them broken, because a broken country is cheap to buy and easy to control.
Bukele exposed them, he proved that gangs can be destroyed in months if you have the will, and that terrified them, because if El Salvador can be fixed then Haiti can be fixed, and if Haiti can be fixed then Africa can be fixed, and if Africa can be fixed then the billionaires lose their business.
That is why they demonize Bukele, that is why they sabotage Haiti, that is why they hate any man who actually helps the poor.
alejandro.hl๐ฏ๏ธ ๐ฆ๐๐ด๐บ๐ธ retweeted
Disappear in November. Come back in March unrecognizable.
1. Greek yogurt every morning.๏ฟผ
alejandro.hl๐ฏ๏ธ ๐ฆ๐๐ด๐บ๐ธ retweeted
TradFi People will love this.
All the Hyperliquid Data you could think of in one place
hl.eco/financials
@guru__hl x @HyperliquidR you nailed it!
alejandro.hl๐ฏ๏ธ ๐ฆ๐๐ด๐บ๐ธ retweeted
My calls for the rest of the year
Expressed via Options:
BTC - all time highs
HYPE - all time highs
ZEC - all time highs
NEAR - 9$
PUMP - 0.008$
Expressed via Perps/Spot:
DRV - 1$
TREAD - 2$
Some will happen even faster imo, we forgot how insanely fast things move in crypto when we are indeed bullish
What do you agree/disagree with?
What would be a better pick, that I might have missed?
alejandro.hl๐ฏ๏ธ ๐ฆ๐๐ด๐บ๐ธ retweeted
A lot of people are asking me why they donโt make money using delta-neutral strategies.
The reason is simple: they follow high APRs that are only sustainable for 1โ3 hours, and they end up losing more in fees than they earn from funding.
In the quoted article, I explain exactly what you need to set up these strategies and stay profitable. Basically, you need to choose APRs that have been sustained for at least 7 days, but ideally over the last month. For example, TxFlowโRiseX is currently offering decent and sustainable APRs.
A 30โ40% APR is a lot, because you can leverage your position. For example, with $3,000 ($1,500 per DEX), you can set up relatively safe $10k positions on each leg, earning 40% APR on $20k.
40% APR on $20k โ $8k/year โ $21.9/day
$21.9 per day with $3k of capital โ 266% real APR
The only thing you need to do is read the article.
alejandro.hl๐ฏ๏ธ ๐ฆ๐๐ด๐บ๐ธ retweeted
Ask me for 5 high cap coins below $5B FDV that could reprice hard:
and these would be my picks with reasoning:
- $ENA: USDe growth has a clearer path to benefiting the token now. The approved fee-switch framework starts at $7.5B USDe supply. Getting there would turn the buyback story into something real, although that threshold still needs to be reached.
- $ZRO: ATLAS could give brokers a reason to actually hold ZRO: staking improves their fee rebates. Add its planned buyback and burn mechanism, and thereโs a case beyond the bridge token comparison. Zero and ATLAS still have to launch and win users.
- $PUMP i donโt need to pick the meme that survives. I need people to keep launching and trading, with 50% of defined platform revenue going into buybacks and burns under the current one-year programme. More trading products give that business more ways to earn
- $AAVE putting stocks onchain also creates demand to borrow against them. Seven tokenized equities already work as collateral on Aave. Itโs early, but thatโs an existing lending business getting a new category of assets to lend against.
- $LIT : partner frontends charging integrator fees now require paid trading accounts. Thatโs interesting because distribution can start bringing in paying activity, with protocol trading fees funding LIT buybacks.
i can see a clear case for each above $5B.. i hold them all comfy on spot..
alejandro.hl๐ฏ๏ธ ๐ฆ๐๐ด๐บ๐ธ retweeted
My pointfolio update
bear case - $93,000
mid case - $181,000
bull case -$362,000
Of course, I know that points are promises, but promises from big projects are better than promises from small projects.
I standardized my way of farming perps without even realizing it. Basically, I select 2 big projects and one smaller one as a bet. In the previous generation, those were Variational, Extended, and Hibachi. For this new generation of perps, the ones I chose were RiseX, Lighter (Robinhood), and TxFlow. But to be honest, TxFlow is growing a lot, which is very good.
Iโm a bad trader, so my main activities are delta-neutral strategies and arbitrage opportunities. But these days, while weโre in a bull market, itโs also a good opportunity to enter long positions on high-conviction assets.
So the decision is yours, you can capitalize on these opportunities, or you can watch other people do it.
Iโll leave all my incentive links in the quoted message and all my guides for these projects in the comments.
I'm focused on farming:
โก๏ธLighter x Robinhood:
robinhoodchain.lighter.xyz/?โฆ
โก๏ธRiseX
rise.trade/invite/tomdefi
โก๏ธTxFlow
app.txflow.com/r/TXTOMCRYPTO
๐Articles about how I'm farming them
alejandro.hl๐ฏ๏ธ ๐ฆ๐๐ด๐บ๐ธ retweeted
DeFi revenue is recovering.
Protocol revenue is up 11% in a month, and the revenue meta is the playbook everyone is quoting.
So I went through the major DeFi tokens: 30-day revenue, how much reaches holders, and what keeps it growing.
S tier
$HYPE: 99% of trading fees buy and burn HYPE. That was $55.4M in 30 days, the most of any token, but at 30x holder revenue the price already reflects it.
The first USDC yield payout (~$14.5M) hits the buyback fund on 3 Oct, and HIP-4 outcome markets will add fees after testing.
A tier
$PUMP: Half of revenue goes to buy and burn, $23.9M last month for a 10.4% yield. It trades under 10x because the income depends on memecoin launches. Custom Pairs and trading on EVM chains broaden that.
$UNI: The fee switch reached v4 and Robinhood Chain in late July, taking the monthly burn from $9.6M to $15.2M. Votes to extend v4 fees to 5 more chains are expected.
$AERO: All swap fees go to lockers. That was $15.1M last month, triple the month before, though emissions offset part of the 23% yield. The Velodrome merger launches as Aero on 21 Oct across 7 chains.
$AAVE: Borrowers paid $36.5M in fees and Aave kept $5.1M. Aavenomics 3.0 buys back ~292 $AAVE a day, Stani has floated burning them, and V4 TVL grew 82% in September.
B tier
$SKY: Holders got $5.2M of $13.5M revenue last month. Spark, Grove and Obex borrow $5.9B of USDS against $17.5B in limits, so borrowing has room to triple.
$JUP: Half of revenue buys back JUP, about $3.1M last month. Unlocks outweighed it until team emissions were paused this year. A community proposal would lift the share to 70% and burn.
$LIT: Trading fees buy and burn LIT, $2.6M last month for a 3.2% yield. Options are next. Against that, Robinhood is routing its US perps elsewhere, and team unlocks start Jan 2027.
$LDO: Lido buys $LDO from its staking fee, capped at $10M a year. Its share of staked ETH fell from 26% to 23% over the year. stVaults is meant to reverse that, and its fee waiver ends 31 Oct.
$ENA: Ethena made $23.5M in fees and ENA captures almost none of it. The fee switch turns on at $7.5B USDe supply, starting at 5% and rising to 20% at $20B. Supply is $4.9B today.
$BP: The exception. Backpack is an exchange, so $BP gets no buyback or fee share, but stakers of 1+ year get a claim on up to 20% of company equity at an IPO or acquisition. With 75% of supply locked, it's a bet on that IPO and Backpack's lead in tokenized stocks on Solana.
C tier
$ETHFI: EtherFi earned $3.8M last month, mostly from the Cash card, where spend went from $54M in January to $129M in September. Buybacks stopped after Q2, and resumed in mid-Sep with over 500k $ETHFI bought back.
$PENDLE: 80% of revenue goes to $sPENDLE, but revenue fell from $2.1M in April to $0.35M in Sep. Boros earns about $35K a month, and its volume has fallen since April. New tokenized assets on Pendle v2 and new markets on Boros will support Pendle's bounceback.
$RAY: A cut of trading fees buys back $RAY. Revenue rose about 5x to $7.5M after LaunchLab opened to any pair, including stock-paired launches. The 10.7% yield holds only if that volume stays.
$CAKE: Every swap burns some $CAKE, and supply has shrunk for nearly 3 years. It yields 7.1% at 9.5x revenue, with the Infinity AMM deploying on Circle's Arc next.
D tier
$MORPHO: $19.8M in fees last month and no fee switch. It runs Robinhood's Earn product, has $5.5B in loans, and Coinbase now offers BTC-backed fixed-rate loans on it. Until a fee vote, the token is priced on an option.
$FLUID: Revenue is $0.6M a month, with no buybacks since Q1 after $4.75M over the year. DEX v2 and Jupiter Lend's growth could change that.
$JTO: Staking and MEV fees go to the DAO treasury, and the token is down 67% on the year. Since July, 80% of JTX terminal fees go to buying and burning $JTO, the first direct link between product and token.
alejandro.hl๐ฏ๏ธ ๐ฆ๐๐ด๐บ๐ธ retweeted
Probably a good time to drop my October watchlist. so here it is:
Iโm watching both the catalysts coming up and how these names handle fresh supply
- $AERO: Aeroโs merger and expansion across seven chains is scheduled for Oct 21, one of the clearer DeFi catalysts this month
- $SUI: Basecamp on Oct 7โ8, with product reveals around AI agents and payments, which can make SUI more than just a L1
- $MON: Privacy infrastructure reveal on Oct 6, keeping this on the list to see what they actually unveil
- $ZEC: NU7 testnet on Oct 6 and the mainnet activation decision on Oct 20, giving the privacy trade more dates to work with
- $HYPE: Contributor unlock scheduled for Oct 6
- $ENA: Final investor unlock scheduled for Oct 5, interesting to see how price handles that overhang clearing, although team vesting continues
- $ZRO: Oct 20 unlock, with ATLAS still targeted for later this year, so thereโs both supply and launch expectations to watch
- $UNI and $BCH: CME futures planned for Oct 19 pending regulatory review, a date worth tracking for positioning into the launch
- $ETH: Glamsterdamโs Sepolia test targeted for Oct 6, keeping the L1 scaling roadmap in play ahead of the planned Q4 mainnet upgrade
- $CC: DTCCโs tokenization rollout targets October with Canton among the networks, watching how much institutional activity follows
- $FIL: Protocol Labs and Foundation vesting ends Oct 15, cutting new supply entering circulation by roughly 75%, enough to keep it on my radar
- $ARB: Monthly unlock scheduled for Oct 16, interested in whether buyers absorb the supply and price holds up afterwards
Also carrying these into October, with ongoing developments rather than a fixed launch date this month
- $NEAR: First full month of Bitwise ETF flows after the September launch, alongside Intents adoption, watching whether demand keeps following through
- $AAVE: V4 passed $1B in deposits and expanded to Base and Arc, so it stays on my list for a DeFi rotation
- $INJ: CypherOS is targeting Q4, another privacy development to watch, with an exact launch date still pending
- $PENDLE: Teasing PT/YT markets for assets without yield, curious about the mechanics and which assets it could open up next
alejandro.hl๐ฏ๏ธ ๐ฆ๐๐ด๐บ๐ธ retweeted
getting 100 variational points per week on a low budget is possible
just pick a strategy from the article below and get to work
18% boosted ref: OMNIGIVENO | omni.variational.io
alejandro.hl๐ฏ๏ธ ๐ฆ๐๐ด๐บ๐ธ retweeted
sold most of my remaining hype
i am looking for the next 10x-100x onchain projects for the next cycle.
undervalued, working products, with good team and tokenomics
this is your time to shill me with a thesis.
will be long only buy and hold for 1+ year
alejandro.hl๐ฏ๏ธ ๐ฆ๐๐ด๐บ๐ธ retweeted
Day 632: My current crypto portfolio
PUMP - $53M revenue in the last 30 days, 50% used for buybacks, trading at a 4x P/E ratio
CARDS - $12M revenue in the last 30 days, clear market leader, trading at a 0.7x P/E ratio
SKY - Formerly MakerDAO, fully diluted, trading at a 5x P/E ratio
SHFL - 15% of weekly revenue goes into a lottery for stakers. Building an onchain casino where all revenue flows back to token holders.
BTC - speaks for itself.
alejandro.hl๐ฏ๏ธ ๐ฆ๐๐ด๐บ๐ธ retweeted
For the Variational farmers, here's a $VAR salt sheet to track what your points bag is worth as TGE gets closer, inspired by @_stevenhl's original $HYPE salt sheet.
I've also re-posted my breakdown of point value at different FDVs, if you want to see which price band the market is actually pointing to.
Variational is the second-largest perp DEX by weekly volume, and Polymarket already prices its points at about $50 each.
At TGE, 32% of $VAR supply goes to points holders. Points will total somewhere between 9.3M and 11.1M, depending on when the Q4 TGE lands, since about 9.15M are already out and each week adds another 150K. The matrix below shows what a point is worth if $VAR lists at the current FDV of each major perp DEX.
โ Polymarket. The $1.52B median FDV works out to $52 a point for an early-October TGE, falling to $44 if the TGE slips to Christmas.
โ Top tier. At Aster or Lighter FDVs a point is worth $127โ190, and at Hyperliquid's $85B it's worth $2,449โ2,923. Those are the comparisons behind most of the bullish talk.
โ Mid-tier peers. At edgeX, o1 or Derive valuations a point lands at $11โ19, which is 60โ75% below what Polymarket implies.
โ Low end. At GRVT, ApeX or dYdX levels a point is worth $4โ7. That's roughly where recent perp DEX launches actually listed relative to their revenue.
โ Timing. Every week of delay adds 150K points, which trims about 1.5% off the value of each point. A Christmas TGE instead of an early-October one costs every holder around 16%.
ALT USD per point if VAR lists at a peer's current FDV; genesis airdrop = 32% of supply, split pro rata across all points
alejandro.hl๐ฏ๏ธ ๐ฆ๐๐ด๐บ๐ธ retweeted
if you wanna win hard in 2027, read this
it's gonna be so easy to win for everyone grinding right now.
my advice: focus mainly on variational, pacifica and extended. then hedge with some exposure on the newer perps.
i'm sorry to break it to you but the newer perps are all gonna push their tge further out to q4 2027 and beyound, just like extended, variational and pacifica already pushed theirs back. never believe the timeline a project gives you, they will 100% not keep to it.
also avoid projects promising short points campaigns. they will 100% shut down within 6 months.
the play right now: extract as much value as possible from variational, extended and pacifica - the ones we already have high conviction on tge-ing in 2026. these are my longer-term bags going into 2027.
after tge, plan your exit - sell 60-70% of your airdrop in tranches, then dca back in as it drops. february, march and april could present good buying windows for $VAR $EXT $PAC. dca down until you've secured a solid bag.
while you wait for that thesis to play out, go hard on the pre-tge ones; perpl, popdex, qfex, risex, bulk, phoenix, txflow, etc. pick your own. i'll share the ones i'm personally betting heavy on.
that's the beauty of this strategy; long-term bags + airdrop farming.
your bags get time to breathe and play out, while you're constantly looking for the next opportunity. you're not sitting there refreshing the chart every 5 minutes hoping your $VAR bag pumps.
you're farming the next one and then the next one.
that's how i think you win hard over the next couple of years.
this is exactly what i'm doing.
trying to retire like cc2 @CC2Ventures
this chat was from april 2025 and it aged well!
i literally told him:
- backpack is going to perform
- lighter is likely the next hyperliquid
- variational is going to be the next big thing
fast forward to todayโฆ
lighter: i made 6 figs from the airdrop while spending $0
backpack: $BP has done a clean 15x from its early-2026 low
variational: biggest pre token perps and set to perform the biggest airdrop in history! 32% to point holders
and somehow you guys are still fading me ๐
bro i'm literally giving you the alpha for free.
stop fading me lmao
alejandro.hl๐ฏ๏ธ ๐ฆ๐๐ด๐บ๐ธ retweeted
Many altcoins like ethereum:0xaea46a60368a7bd060eec7df8cba43b7ef41ad85 stellar:native $LINK $NEAR hedera-hashgraph:native solana:rndrizKT3MK1iimdxRdWabcF7Zg7AR5T4nud4EkHBof $VELO ethereum:0x4a220e6096b25eadb88358cb44068a3248254675 ethereum:0x7420b4b9a0110cdc71fb720908340c03f9bc03ec are experiencing tight compression on their 2-week charts.
The big moves havent even started yet so you arent too late to buy any weakness
alejandro.hl๐ฏ๏ธ ๐ฆ๐๐ด๐บ๐ธ retweeted
I calculated the value of 1 Lighter x RH point
- Right now, 1 point is worth around $22
Farming started on August 13, and there are exactly 20 weeks until the end of the year
Isnโt that a little too convenient?
Exactly 20 weeks - not a day more, not a day less
This could mean farming is likely to end this year
$LIT is currently at $4.8 = ~$23 per point, but letโs use more conservative $LIT prices:
> $2.6 = $13 per point
> $3 = $15 per point
> $3.6 = $18 per point
> $4.6 = $22 per point
Currently the cost per 1 point is $2-4, meaning you will get a minimum of 300% profit on costs if the cost per point is $4
- robinhoodchain.lighter.xyz/?โฆ
(To connect: Website - Connect Wallet - Robinhood Wallet - scan the QR code in the app)
