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@0x_antifragile

3,764
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241
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214
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dee fy and ✾ p o i n t s ✾

Joined December 2023
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@0x_antifragile
sana
3 months
Just checked my layerzero allo
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@0x_antifragile
sana
27 days
BREAKING: hyperliquid whale "2TheMoon" bought the top ONCE AGAIN - position size back to 66M after being tagged below 56k for 4M - total combined realized/unrealized pnl at -8.5M - cumulative funding at -900k (more than 250k paid on this very position) - was adding above 59k a
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@0x_antifragile
sana
5 months
zzzz weekend so I capitulated and made an upcoming airdrop tier list 😇
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@0x_antifragile
sana
12 days
BREAKING: hyperliquid whale 2TheMoon IS BUYING AGAIN AND NO LONGER UNDERWATER on his current position - position size BACK TO $70M (17% hpl OI) - upnl flipping positive for the first time in 30 days - total combined realized/unrealized pnl still at -$5.5M - started cutting
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@0x_antifragile
sana
1 month
getting hunted, some SLs are not getting filled coz price instantly teleports down - 66M position left, still 25% of HL OI, uPNL: -4M WHATEVER YOU DO DONT LOOK AT THE LIQUIDATION PRICE FOR THE SAKE OF OUR INDUSTRY
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@0x_antifragile
sana
1 month
Update on our hyperliquid soldier: - partially stopped out between 63k and 61k for ~ 11% of the position - current position 77M, 27% of hyperliquid's btc OI - current uPNL at -2.2M, went as low as -2.8M - partial SLs all the way down - partial TPs between 64k-67k for 20% of
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@0x_antifragile
sana
1 month
BREAKING: 2TheMoon aka hyperliquids whale started BUYING once again - current position 61M - current unrealized and realized pnl: -4.8M - "bids" (limit buys triggered once we cross a certain price point) all the way to high 60s for extra 40M - paid more than 150k in funding -
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@0x_antifragile
sana
25 days
BREAKING: 2TheMoon is getting STOPPED OUT on hyperliquid - position size back to $53M - total combined realized/unrealized pnl at -$12M - stops all the way down to low 50s, $50k per order - bought above 58k 2 days ago - more than 300k paid in funding on this very position BRO
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@0x_antifragile
sana
3 months
> 500usd lp for a year in zksync -> 50k usd > 500usd lp for a year in stargate -> 50usd + 4%APY in STG
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@0x_antifragile
sana
4 months
Clearly S TIER - 17.5% Airdrop (!) - $50k max allo (LOL) - aggressive but reasonable filtering (700k addys) - heavy anti sybil using time weighted LP (LZ would never kek) if "most farmed airdrop in web3 history" turned out to be 5/6fig printer surely you can ask her out
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@0x_antifragile
sana
1 month
incredible scenes happening over on hyperliquid, currently the whole discord is trying to convince the guy to buy our spot bags instead of another lambo
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@0x_antifragile
sana
3 months
Layerzero - C tier airdrop positives: - good comms, building in public, hard-working team - good leading criterion (fees spent) - good effort with tackling on sybiloooors - good idea with RFPs, fully liquid on TGE - positive ROI on fees I guess.. negatives: - stingy beyond
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@0x_antifragile
sana
1 month
Update on our hyperliquid soldier: - partially stopped out between 63k and 61k for ~ 11% of the position - current position 77M, 27% of hyperliquid's btc OI - current uPNL at -2.2M, went as low as -2.8M - partial SLs all the way down - partial TPs between 64k-67k for 20% of
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@0x_antifragile
sana
3 months
Updating and touching grass for the foreseeable future: - Elixir ↓↓ [better opportunities elsewhere + quite diluted] - Mitosis ↓ [wouldnt be reducing as much if I had depos on linea] - Ethena ↑ [forced due to changing vest requirements (need to lock at least 50% of
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@0x_antifragile
sana
4 months
Spent last few weeks reshuffling my passive farms: - Elixir ↑ [native integrations] - Superform ↓ [avantis double dip possible but likely delayed rewards tracking] - Ambient ↓ ['it was time' citing frog] - Ethena ↑ [yt susde was a free play after changes, im slowly changing
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@0x_antifragile
sana
5 months
Bored so imma share my thoughts on how I think the most high profile airdrops will play out relative to the expectations: Layerzero - I think it will surprise to the upside GIVEN disappointing performance of wormhole and hedra and decreased expectations. Confidently expecting
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@0x_antifragile
sana
5 months
that is actually an insane update: - 100 extra EIGEN for anyone that interacted with Eigenlayer (probably $1.5k+), extra ~ 1.7% supply - Now I wonder if it applies to defi people, and if we need to wait for phase 2? - Where is the extra allo coming from ? - Transferability at
@eigenfoundation
Eigen Foundation
5 months
Updates on the EIGEN Stakedrop
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@0x_antifragile
sana
27 days
Eigenlayer finally announced their Season 2 details: - around 5% allocated in total, vast majority to restakoooors, around 3% APR on eth 💀 - S2 lasted 5 months till August 15th - 3.36 EIGEN per 1000 points, @$3.2 premarket this equals 1c per point as expected. And 9cents per
@eigenfoundation
Eigen Foundation
27 days
1/ We’re excited to announce the EIGEN Season 2 Stakedrop in preparation for unlock! Season 2 will recognize key contributors and participants across the ecosystem: ☑️ Stakers & Operators ☑️ Ecosystem Partners ☑️ Community Claims go live on or before September 17, 2024. More
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@0x_antifragile
sana
3 months
Inside of you there are two wolves.. Hyperliquid epoch summary #1 - I think spot as a whole got slightly nerfed (volume adjusted) - around ████ pts per $ of net purr vol, ████ per $ of net smol coins vol - I think very minor or no change wrt purr vs smol coins allocation
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@0x_antifragile
sana
3 months
@PrimordialAA lol this is by far the worst model with multipliers having essentially no impact on anything
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@0x_antifragile
sana
2 months
so eigenlayer employees got a 100k stimmy from LRTs EACH and then still proceeded to fck over lrt and defi stakooors with much worse ratios in terms of EIGEN allocations. MONEY WELL SPENT
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@CoinDesk
CoinDesk
2 months
SCOOP: @eigen_labs , the company behind @eigenlayer , circulated a list of its employees' wallet addresses to ecosystem projects that were preparing to airdrop tokens. Some teams asked for the list. At least one didn't. @skesslr & @realdannynelson report
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@0x_antifragile
sana
4 months
I mean this looks great in theory, but elixir is so insanely glitchy its extremely frustrating to switch. They changed UI a few weeks ago but UX is still a problem - you need to sign-in/login every time you open the website; apothecary, elxeth and native integrations sections
@elixir
Elixir
4 months
Orderly Quantum — the first user-facing product from @OrderlyNetwork — is live, powered by Elixir 🧪 Deposit to earn Deeds (and Potions) directly via Orderly Network’s interface:
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@0x_antifragile
sana
4 months
Layerzero checker in less than 24 hours with final sybil list pending, RFP data untouched and distribution criteria not finalized
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@0x_antifragile
sana
4 months
Ignoring some obvious disappointing choices (5% core allo, below most bearish estimates), ratio of 3% for RFPs and 5% for core is BY FAR too large to not have any guidelines beyond 90% users/10% devs and super arbitrary process of crafting RFP proposals. Many submitted RFPs give
@PrimordialAA
Bryan Pellegrino (臭企鹅)
4 months
Ok let's talk some numbers. 23.8% of the supply is going directly to the community and builders. This does not include foundation, growth, etc. Directly to community. 8.5% of this is being distributed day 1 (5% core, 3% RFP, 0.5% community pool) The majority of the remainder
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@0x_antifragile
sana
5 months
damn this GCR guy is really lucky huh, they unstaked right at S1 snapshot 💀 $8M Withdrawal: March 16th S1 eigenlayer snapshot: March 15th
@ArkhamIntel
Arkham
6 months
The account 0x2fe deposited almost 4,000 wbETH (Wrapped Binance Ether) into Eigenlayer’s wbETH strategies contract around 4 months ago. As of 3 weeks ago, this wbETH has been almost entirely removed, and the account has farmed 3.48M Eigen points. Address:
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@0x_antifragile
sana
1 month
BREAKING: 2TheMoon is NOT impressed
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@0x_antifragile
sana
5 months
promised another "imo best farms if starting rn", I had that one in drafts for quite some time: Things have been slowing down (I think we climaxed too early with an underwhelming eigen announcement) so rn I only have 2.5 high conviction plays: 1. Hyperlane (some new chains, and
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@0x_antifragile
sana
4 months
@PrimordialAA @ryanzarick what sybil hunting does to you 💀
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@0x_antifragile
sana
4 months
Spent last few weeks reshuffling my passive farms: - Elixir ↑ [native integrations] - Superform ↓ [avantis double dip possible but likely delayed rewards tracking] - Ambient ↓ ['it was time' citing frog] - Ethena ↑ [yt susde was a free play after changes, im slowly changing
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@0x_antifragile
sana
4 months
A lot of ppl are becoming more and more optimistic about layerzero - im taking the other side, airdrop seems to be linear ish based on fees spent and some multipliers. Objectively this is well-done and fair. Selfishly you would want some "niche" criteria you can take advantage of
@PrimordialAA
Bryan Pellegrino (臭企鹅)
4 months
An interesting RFP corner case is this LZ core distribution is moving towards what's described in the QRT here. Min - Max, multipliers, protocol-fee driven with eligibility around exceeding the min. The RFP however is a whole different story, protocols could submit whatever
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@0x_antifragile
sana
1 month
Symbiotic airdrop math based on the current trends/market conditions: assuming 3B FDV, 5% airdrop, TGE November 1st total points ~ 1.5B $0.1 per point, 7% ROI, 33% APR (with) Mellow: assuming 600M FDV, 5% airdrop, TGE December 1st total points ~ 1.2B $0.025 per point, 2.4% ROI,
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@0x_antifragile
sana
3 months
JUST CHECKED MY DEBANK
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@0x_antifragile
sana
4 months
@PrimordialAA x3 on early txs only wont change anything for most active and durable users that were early (coz by definition they would have vast majority of txs not early, at normal 1x rate). Rewarding fixed bonus for post s1 snapshot seems like going backwards also. Multipliers on total allo
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@0x_antifragile
sana
4 months
BIG MONTH - zksync (can it even match expectations at this point? I thought TGE next week but would they leave only a few days between checker and claims going live? I think Im gonna cope regardless, didnt do nearly as much as I should have) - layerzero (becoming more optimistic,
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@0x_antifragile
sana
6 months
fresh "imo best farms if starting rn" update: 1. Hyperlane (neutron, arbi, manta, inj, inevm, eth, nautilus) 2. Superform (<300DAU, ~6M *total* vol, do galxe to get insta whitelist) 3. Elixir 4. Blackwing (mainly initia angle) 5. KEP / possibly YT (eigenlayer + avs) 6.
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@0x_antifragile
sana
6 months
Ok time for what im doing vol2: 1. Still hyperlane is being my main focus - its actually quite a hassle, im trying to hit evms, inj and neutron. Avoiding going back and forth. Avoiding txing in a quick succession. Coins like to go down 10% in a few hours last weeks so I
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@0x_antifragile
sana
5 months
so this will be for elxETH which has 50% potion boost, August maturity. Reminder elixir gives out 1M potions per week so mechanics are completely different than for LRTs. I could see their TVL 3x easily after this integration, so potions now might be 3x cheaper. Im expecting a
@elixir
Elixir
5 months
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@0x_antifragile
sana
3 months
HYPERLIQUID PAY DAY, CONGRATZ WE MANAGED TO DILUTE THE ONLY MAKE-IT-PLAY WITHIN 3 DAYS 💀
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@0x_antifragile
sana
3 months
@PrimordialAA ser you are dropping $300-350M, which is embarrassingly low compared to other hyped tier1 projects like arb, zk, eigen, w etc. This is ethena or etherfi level which btw are both doing S2 rn, so will easily exceed that. Appreciate you sharing your thoughts, but in this case unit
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@0x_antifragile
sana
2 months
HYPERLIQUID EXPERIMENT IS OVER. Thank you all for participating in our recent psychological study exploring the propensity to trade in exchange for imaginary points. Your involvement has been invaluable, providing critical data that will greatly contribute to our understanding
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@0x_antifragile
sana
4 months
I SHOULD HAVE GONE ALL IN ZKSYNC INSTEAD OF LZ ITS OVER
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@0x_antifragile
sana
1 month
💀😭
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@0x_antifragile
sana
4 months
Just noticed a new wave of layerzero RFP proposals including most anticipated projects: Orderly - typical 90% users, 10% devs split - for user allos, 30% weight to number of lz msgs (deposits/withdrawals to orderly related platforms) - 70% weight to a trading score (not public,
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@0x_antifragile
sana
12 days
just paid 5k in hourly funding, ouch
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@0x_antifragile
sana
2 months
This reads to me like eigenlayer S2 snap is not taken yet, I dont think they would have keep on mentioning it in the article if we were in S3 already.. Maybe S2 ends with transferability enabled AND rewards going live so next few weeks; september was the final deadline, maybe it
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@eigenlayer
EigenLayer
2 months
Coming Soon: AVS Rewards and EIGEN Programmatic Incentives Read the full details in the blog post here: --- Summary Below --- • Actively Validated Services (AVSs) are gaining the ability to reward stakers and operators. • At least 4% of EIGEN's total
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@0x_antifragile
sana
3 months
Feels like everyone going crazy over hyperliquid on the timeline and then I l check new depositors numbers, market really dead af rn huh
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@0x_antifragile
sana
11 days
This is 30-40% extra allo for me on average, Im assuming tons of ppl with big initial allocations didnt make any txs post TGE (like the wallet who bridged pudgies in 1893). Their forfeited allo is distributed pro rata among airdrop recipients active post TGE based on the fees
@LayerZero_Fndn
LayerZero Foundation
11 days
The ZRO claim period has ended. Any unclaimed tokens are being reallocated to wallets that claimed before 9 AM PT today. Eligibility for reallocation: - Ineligible: Wallets that claimed ZRO but had no transactions after the Token Generation Event (TGE) will not receive any more
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@0x_antifragile
sana
4 months
Hearing things 😭💀
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@0x_antifragile
sana
3 months
After phd-level studying of airdrop tier lists I realized there's no escaping becoming a hyperliquid influencooor - sth akin to "use my code for lower fees and dm me to send u my quantum physics weekly reverse engineering of the algo" so you can actually choose rich vs 30% APR
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@0x_antifragile
sana
1 month
AFTER 3MONTHS OF REVERSE ENGINEERING ALGO I FINALLY CRACKED THE HYPERLIQUID FORMULA. THE ONLY THING I HAD TO DO WAS GO AND TRY SOME TIK TOK DANCES AND MY POINTS WENT BACK TO NORMAL, NO OTHER ACTIVITY WHATSOEVER. ------ - better ratios across the board (one of the best weeks
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@0x_antifragile
sana
1 month
@izebel_eth twapped more
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@0x_antifragile
sana
5 months
Just to offer a different perspective on airdrop returns this year: Pendle YTs: $ENA: 10x+ (5x on TGE, other 5x linear 6month vest) 🥰🥰🥰 $ETHFI: 5x+ 🥰 $REZ: 2.5x $EIGEN: 3x+ for s1, I guess <1x or even worse for s2 (a lot of assumptions here) $TNSR: 10x+, lost 50% of SOL,
@zezima233
zezima
5 months
napkin maths of airdrops this year: $TNSR: 30k put in, 10k burnt, 8k drop💀 $PRCL: 50k put in, 0.8k burnt, 9k drop $tia: 100k in, bought @ ~6 + $alt drop, 50k uPnL $dym: 100k in, bought @ ~5, $nim is 0, -40k uPnL💀 $OMNI: where tf did I get this again? was a 15k drop $friend: 2k
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@0x_antifragile
sana
4 months
Superform just published their layerzero RFP proposal and it looks very good: - 90% to users, 10% to devs as suggested by lz - allocations based on 1) number of lz msgs sent and 2) time-weighted TVL from January 24th to May 1st, equally weighted - so both very active, low
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@0x_antifragile
sana
3 months
Just looked at my debank
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@0x_antifragile
sana
4 months
new eigenlayer [backed but not endorsed by paradigm] just dropped, surely you will manage to enter epoch0 before it caps out at 200M in 2 hours?
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@0x_antifragile
sana
3 months
so $500M+ of eigenlayer LRTs are expiring in 8hours on pendle looking for a new home but defi-aligned @symbioticfi is gonna wait a few more days before announcing lifting caps, study "snatching defeat from the jaws of victory" and "how to NOT vampire attack"
@symbioticfi
Symbiotic
3 months
$ENA and $sUSDe is now live on Symbiotic. @ethena_labs ’s vision showcases how protocols can tailor Symbiotic's flexible shared security layer to their specific needs at any stage of development.
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@0x_antifragile
sana
3 months
@symbioticfi can you ask paradigm to buy u twitter premium
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@0x_antifragile
sana
4 months
My hot take is that primary reason for that decision was super concentrated points distribution - early users (<15k users in total up to December) have insane amount of points compared to 2024 tradooors when the platform blew up in popularity. They probably didnt want to move
@HyperliquidX
Hyperliquid
4 months
When Hyperliquid launched, the goal was to become the best perps DEX. Today, the vision has expanded to that of an entire financial ecosystem, starting with native spot trading and deployment through HIP-1 and HIP-2. The L1 season of points starts today to reflect this growing
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@0x_antifragile
sana
3 months
im tired boss..
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@0x_antifragile
sana
2 months
Last epoch on hyperliquid was super tough with vols 2x'ing and many new users; a few days passed, some coins dumped some pumped to infinity, vols almost halved and ppl alrdy stopped dm'ing me - POINTS MIGHT BE BACK ON THE MENU FOR THE BELIEVERS (I think twab got heavily boosted
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@0x_antifragile
sana
6 months
@AvailProject
Avail
6 months
3. Rollup Users With the future of blockchains converging on rollups as being a critical solution to scalability challenges, we wanted to express gratitude to the most active rollup users, acknowledging their role in shaping the future of the technology. The users of these
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@0x_antifragile
sana
18 days
It has been a desolate wasteland, a barren expanse of charts where the bitcoin price seems eternally trapped between two unyielding mountains. Those of us who ventured into this treacherous territory have been tested to our limits. Our mental fortitude has eroded by the constant
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@0x_antifragile
sana
4 months
feels like eligibility criteria still not decided with only 2 weeks left
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@PrimordialAA
Bryan Pellegrino (臭企鹅)
4 months
@rizzlerrowe123 I've asked many people to make a fair system and they typically have made a system that receives the least amount of criticism and cannot speak on why it's more fair than others. Open to hearing what you believe is the most fair distribution methodology
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@0x_antifragile
sana
4 months
@BlurCrypto market is fully dead and cant absorb anything, cancel all airdrops until morale improves
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@0x_antifragile
sana
6 months
Point thread #1 Just want to ramble about points - new campaigns, trends, secondary markets, my observations etc ---- LRT section 1. Kelp - point market just went live on whales, 0.0008 is like 4x higher than my estimates, would make short maturity yt by far the highest roi
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@0x_antifragile
sana
1 month
> wake up and see 6 post shilling defi 1.0 tokens > BTC immediately nukes to punish us
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@0x_antifragile
sana
4 months
Wait this suggests no changes I guess ? Deep dive, answering questions etc. Unless unfortunate phrasing?
@TheZKNation
ZK Nation
4 months
The team is still working on the expanded deep dive into the MOAD and all topics raised by the community. Understandably, there are a lot of questions. We will answer them in full transparency and with great detail. This requires more time. Please bear with us.
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@0x_antifragile
sana
4 months
I mean UNLESS you hate money you should be voting NO on these 2 pending RFP stargate DAO proposals. Layerzero should provide some transparency if their eligibility criteria and bonuses will be somehow tied into stargate protocol - consensus is flagship protocol usage and
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@0x_antifragile
sana
3 months
NVM, 5figs in stargate lp for a year -> 0 kek
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@0x_antifragile
sana
2 months
PENDLE ETHENA S2 POST MORTEM: native susde yield: 40% of the position sats: 50% of the position at $20 per 1M sats (12T sats total in S2, 4% airdrop, current 6B FDV) overall: -10% IF ena fully unlocked on TGE (doubt it) With partial hedges (ena was above 1usd 7 weeks ago 😅),
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@0x_antifragile
sana
4 months
Teams saw "low float/high FDV meta bad" discourse on timeline and decided to unlock 100% tokens on TGE with no vestings for investors and team ensuring a "fair valuation", THIS INDUSTRY IS NOT REAL 😭💀
@nostrafinance
Nostra (🌹,🤌)
4 months
100% Unlocked 💯🔓 At launch, 100% of the $NSTR supply will be unlocked, ensuring a fair valuation from day 1.
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@0x_antifragile
sana
5 months
@BlurCrypto Timeline super quiet meaning everyone and their family members are safe 💀
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@0x_antifragile
sana
2 months
No updates about seasons and/or transferability
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@eigenlayer
EigenLayer
2 months
Introducing AVS Rewards Mainnet Launch What The Rewards update enables AVSs to provide rewards to stakers and operators and the UI upgrade provides stakers and operators a frontend to track and claim rewards. Why Previously, AVSs did not have the ability to directly reward
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@0x_antifragile
sana
2 months
Again very good week for hyperliquid spot enjoyooors - ratios 30-50% better than last week - purr volume was similar but smol coins saw -50% week on week - strict coins holders were quite stable, smol coins holders decreased by a lot - usdc TVL stable at 19.7M - overall activity
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@0x_antifragile
sana
2 months
Just realized S1 april yt sybiloooors ($10) got another 200usd per addy in S2, IS THIS REAL CHAT ?
@0x_antifragile
sana
3 months
PENDLE ETHERFI S2 POST MORTEM: etherfi airdrop only: -50% @ 2.5usd etherfi+EL: -20% at 0.03usd per S2 EL (with no defi nerfs) With partial hedges (ethfi was at 5usd less than a month ago 😅), for me this is likely to end up at a smol profit (if EL doesnt nerf defi and finishes
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@0x_antifragile
sana
4 months
Already mentioned it a couple times, but mitosis is still by far my favorite passive farm along with elixir. Epoch3 just launched, you probably only have a few hours until caps are filled. 1.2x multiplier vs 1.3x in epoch2, so not a huge difference and you can withdraw whenever.
@MitosisOrg
Mitosis
4 months
1/ We're thrilled to announce the start of Expedition Epoch 3. The total deposit cap is 7,000 weETH across the 7 supported networks. Join now and get the 3x @ether_fi Point Boost. 📍
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@0x_antifragile
sana
4 months
I think today's eth etf news along with cobie/binance low float/high fdv discourse easily 2-3x'ed our implied usd gains from zksync and lz airdrops 🥰 Eigenlayer, albeit launching only in a few months, benefitted EVEN MORE. Majority of high-quality farms allow to fully keep eth
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@0x_antifragile
sana
1 month
@CredibleCrypto there are stop limits all the way down, so there wont be any liquidation
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@0x_antifragile
sana
3 months
PENDLE ETHERFI S2 POST MORTEM: etherfi airdrop only: -50% @ 2.5usd etherfi+EL: -20% at 0.03usd per S2 EL (with no defi nerfs) With partial hedges (ethfi was at 5usd less than a month ago 😅), for me this is likely to end up at a smol profit (if EL doesnt nerf defi and finishes
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@0x_antifragile
sana
4 months
multigenerational wealth ppl were kinda right, I cant believe this, I should have prioritized it so much more AINTNOWAY
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@0x_antifragile
sana
1 month
@cosmos143s ty for your advice but its not me💀
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@0x_antifragile
sana
2 months
jump should be locked up for what they just did, ngl one of the most disgusting shit I have ever seen in crypto
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@0x_antifragile
sana
12 days
AAAAAAAAND ITS GONE 💀
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@0x_antifragile
sana
5 months
I think this is one of the best passive "farms" atm - it has a lot of loyalty/testnet/social bonuses for smol addys and is TVL-capped so inherently less dilution. Extra boosts for Etherfi activity and eigen points. You can withdraw at any time. This is in my "risk-off" basket
@MitosisOrg
Mitosis
5 months
1/ Expedition Epoch 2 is live🌊 Deposit now to get 1.3x Boost during the entire campaign period! 🔗 🧵What's new in store for Epoch 2?
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@0x_antifragile
sana
3 months
@PrimordialAA it has never been more over 💀🥲
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@0x_antifragile
sana
4 months
BRYAN SAVE US
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@0x_antifragile
sana
1 month
BRO WHO TF IS TWAP SELLING INTO WEEKLY CLOSE TOUCH GRASS JFC ITS SUNDAY BELIEVE IN STH MAN
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@0x_antifragile
sana
4 months
bryan might be cooking the most "fair" airdrop, with barely any inefficiencies. No "skill difference" this time ?
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@0x_antifragile
sana
5 months
PLEASE BRYAN SAVE US 😭
@LayerZero_Core
LayerZero
5 months
More information coming soon.
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@0x_antifragile
sana
2 months
good epoch on hyperliquid, been slacking off on this wallet but got much more than last week, overall im seeing 2-3x better ratios across the board. Not surprising, we had 50% reduction in purr volume, 10-20% in smaller coins, holders and usdc tvl dropping as well after spot
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@0x_antifragile
sana
5 months
More than 50% of all $EIGEN claims are 110 eigen floor. If AVSs want to reward/airdrop based on the amount staked, they simply cant do any sybil filtering/minimums and will need to accommodate all these wallets. This is contrary to restaked eth where you can design custom
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@0x_antifragile
sana
5 months
My main takeaways: - S2 rewards WONT be based purely on eigenlayer points, but also things such as eigen staking, delegations etc. This means as an eigen point holder POST March 15th you are suffering double dilution: 1) competing with much larger pool of eigen points coz of
@BanklessHQ
Bankless
5 months
LIVESTREAM -- $EIGEN Announcement 🪂 w/ @eigenlayer Founder @sreeramkannan & @eigenfoundation Director @rjdrost Covering everything you'll want to know starting at 4pm EST ⏰ Set a reminder below 🔔👇
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@0x_antifragile
sana
2 months
down a house BUT not liquidated
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@0x_antifragile
sana
2 months
JUMP sweeping 10k worth of ETH BUDDY CHILL ENOUGH IS ENOUGH
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@0x_antifragile
sana
11 days
@PrimordialAA ngl you cooked
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@0x_antifragile
sana
5 months
Retro rewards for a 3month long mainnet campaign (tournament 0) is an ordinary nft and no xp whatsoever. Reward for a just launched tournament1, which is only 30 days long, is an nft that gives exactly the same perks + you can earn xp. The only added benefit of t0 "OG" nft is a
@superformxyz
Superform Labs 👽
5 months
1/ Welcome to The Universal Yield Marketplace. Now LIVE in Open Access 🔥
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@0x_antifragile
sana
3 months
I would like to apologize to Eigenlayer, I wasnt familiar with your game
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@eigenfoundation
Eigen Foundation
3 months
1/ We’re excited to announce that Phase 2 claims are now open! (Season 2 is coming) Phase 2 marks the completion of Season 1, nearly 113 million EIGEN are now distributed. Get started:
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@0x_antifragile
sana
5 months
This is good: - S1 allo increased from 5 to 7% (most people were expecting 6-7% originally I think, so cant complain) - Vesting (now 3-month linear vest) only applies to less than 1% of wallets (threshold is 500k renzo points+), this is in-line with ethena, etherfi. Previous
@RenzoProtocol
Renzo
5 months
We hear you! The Renzo team acknowledges feedback and the importance of our community who has made Renzo the leading restaking protocol. Based on your feedback we’re updating: 1⃣Claim timeline 2⃣Tokenomics 3⃣Airdrop eligibility Snapshot & Claim Timeline: 👉Snapshot date
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@0x_antifragile
sana
12 days
@craywng from dead inside to 80 soon in 10 days, this is crypto for you
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@0x_antifragile
sana
5 months
Another example of how teams STILL keep on underestimating the importance of airdrops and surrounding details - ezeth depegged by double digit percentages everywhere except for blast (180M liquidity) where its down 1.5%+, for now. Huge hit to their reputation/brand which is super
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@0x_antifragile
sana
3 months
Im glad we all chose the correct one RIGHT
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@0x_antifragile
sana
5 months
Eigenlayer: - 15% airdrop BUT across multiple seasons - 5% for S1 BUT snapshot March 15 (LOL) - Claims MAY 10 (90% and then 10% later on) BUT its non transferable at the start (LOL) - linear with some bonuses on top This is yikes hah
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