How much have you got, guys?
$XTEN is coming; make some noise for your bags!
The XTEN allocation checker and T&Cs are now live.
Eligible Xpoints holders can sign the Terms in the Extended app to see their XTEN allocation.
Signing window: 11 November 2026 to 31 December 2026, 23:59 UTC.
Starknet accounts must nominate a self-custodial EVM wallet with an active Extended account to receive XTEN. The TGE date will be announced separately.
Sign only in the Extended app: extended.exchange/
On the positive side, I earned 32 @variational_io points last week with about 450k in trading volume.
gVar and fvck CeFi.
Week 1 Season 1 @TxFlow_L1 points have been distributed.
I didn't check my stats before the season started, so it's hard to say what my volume and price per point were.
Anyway, I'm doing directional trades here and my PnL is positive, so points is a bonus anyway.
app.txflow.com/r/TXSKDEFI
Shorting it all the way down to bitcoin:native hitting $80k.
app.txflow.com/trade/ETH-USD…
Katana Perps runs a trading competition every two weeks, currently offering up to $130K in $USDC rewards for both top traders in volume + PnL.
And almost nobody talks about it on my timeline.
You can actually see it in the numbers using Defillama. Volume spikes during some days of the competition, but then drops back down. Katana is currently at ~$750M in 30d perp volume.
Meanwhile, TxFlow is now at ~$2.4B, more than 3x Katana.
TxFlow doesn't have liquid trading rewards like Katana. Only points + fee credits.
So I'm genuinely curious: why?
Is it product? Liquidity? Distribution? Something else?
@katanaperps, looking at these numbers, maybe some of that competition money going to farmers should be going to marketing instead? 😅
I usually trade on a few perp DEXs for diversification (and farming, let's be honest 😅).
I'm not sure the perp DEX meta is still the narrative, but if I'm trading anyway, so why not do it with a potential airdrop in mind?
Over the past week, I've done ~$500K in volume on @TxFlow_L1. Just organic trading, not even DN farming.
How I explain this choice to myself:
- some decent traction
- own L1 (prediction markets are live + idea to build a full finance ecosystem around their onchain CLOB)
- there's no investor token allocation
The main downside so far is that fees are higher than on some other perp DEXs. But if you're actively trading, there are regular events where rewards can basically cover your trading fees.
TxFlow also announced that points are coming in October, so I think it makes sense to build some history now before it gets more crowded.
If you need a referral, here's mine. It gives you 5% off trading fees on spot and perps:
app.txflow.com/r/TXSKDEFI
I was wrong about $JUMP not having a token. It is happening, and I'm considering joining the sale (joining doesn't mean I'll get an allo lol).
$75M FDV is genuinely attractive. But there's one thing I think the bullposters are underestimating.
I don't think it's easy to flip your potential 50% at TGE and immediately recoup your initial investment.
33.3% is allocated to the community. We don't know how much of it will actually circulate at TGE yet, but between a potential airdrop, other community distributions, and 50% of the public sale unlocking immediately, there could be meaningful sell pressure.
As far as I can see, no buybacks or other mechanisms are announced to guarantee supply gets absorbed from day one.
So I agree $75M looks cheap. I just don't think this necessarily has to be a one-day trade where you get your principal back at TGE and ride the rest for free.
What do you think?
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When I was bullposting about solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy a day ago, I didn't think this would happen so fast lol.
Anyway, congrats to all those holding with reaching $1.
Higher.
No way Backpack Securities is the leading issuer of tokenized equities on Solana, and its token has an FDV of only $790M.
This is possible for some Solana memes, but not for a project with one of this cycle's most hyped narratives.
Manifesting 1B & higher.
solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy
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Both Monad's TVL and chain revenue have been growing since July.
Despite that, monad:native is barely moving, trading around the same levels as during the token sale.
The token is being used heavily for incentives across the ecosystem, so I suppose some of that is creating constant sell pressure.
Not following it too closely, but still holding. Looking to sell around $0.04–$0.05.
This is easiest crypto bull market ever IF the high rev token meta continues.
You don't need to chase every narrative or even read much of CT.
Just open DefiLlama, Blockworks etc. and find projects with:
1. High and growing revenue
2. Revenue actually reaching token holders through payouts or buybacks
3. Low market cap relative to that holder revenue
and don't forget about emissions and unlocks too.
Then buy and hold. Simple.
Sell when the valuation gets too far ahead of realistic future revenue, or the thesis (protocol) breaks.
And you can ask your AI agent to run this due diligence weekly.
Ok, maybe the harder part is estimating future fees.
But if you believe BTC will continue to pump, more speculation WILL lead to more trading volumes and fees.
So we need to add forward looking valuations which could make tokens relatively cheaper for future fees.
$HYPE, $LIT, $PUMP etc. look like very simple trades in retrospect.
So now we need to find newer emerging protocols with high rev but that are undervalued by the market.
Finally, AI agents could keep recommending the same few tokens to all of us.
Thus concentrating 1) attention and 2) money into assets that fit the criteria and helping them pump further.
Simplest meta ever. Right?
No way Backpack Securities is the leading issuer of tokenized equities on Solana, and its token has an FDV of only $790M.
This is possible for some Solana memes, but not for a project with one of this cycle's most hyped narratives.
Manifesting 1B & higher.
solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy
A good reminder of why you shouldn’t blindly ape into LP positions on Robinhood.
I copytraded a $QUOTRON/USDG LP on Uniswap V3 (1% fee) via Revert.
What I missed: $QUOTRON has admin-level transfer controls. The project routes trading through its canonical Uniswap V4 design with a 3% hook fee, and external pools can be blacklisted.
That’s exactly what happened to the V3 pool I deposited into. Transfers from the pool were blocked, which meant an LP withdrawal reverted.
I managed to manually unwind the position and collect the $USDG side only. The $QUOTRON portion is still stuck.
Lesson here: before depositing into an LP, don’t just check APR, liquidity, hype, and pool fee. Check the token contract permissions too - blacklist, pause, transfer restrictions, upgradeability, and admin roles.
Your LP can be permissionless. The tokens inside it might not be.
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So $TREAD is here, airdropped directly to my address on Hyperliquid Core. One of the smoothest executions and launches I've seen in a while.
Got 2,600 $TREAD currently worth > $ 1,000; haven't used this platform much (eh).
Somehow, it turned out to be better than Paradex and Backpack, where I spent months farming.
I've been using @tread_fi since December, both their bots and agents to create my own setup and trade on DEXs I use. Generated some small volume there.
They just announced $TREAD Genesis Distribution, so if you used it too, don't forget to register.
Let's see how it plays.
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I just lost $1,200 on @bulktrade because of "thin liquidity."
Was my mistake not checking the orderbook, I just didn't think it sucks that much.
Seeing your position closing at $0.019, $0.0023 when you actually closed it at $0.00397 is a pure pain.
