FLBB13

Got 26 points on Variational last week for ~800k volume (mainly RWAs)
At ~$20 per point that's over $500 for a week of trading. However, I personally believe that we will see valuations end even higher
I’m aiming to hit 4,000 total points this week while also pushing on other venues like Perpl (see my recent post). With the trading competition ending soon, I’m expecting it to take me over the threshold.
If you want a 12% pts boost on Variational, you know where to go:

Undiluted airdrop alpha
Agentic/AI trading is inevitable to grow in popularity
Most people don't know how to trade and @get_truenorth is changing that by building the information AND execution layer
TrueNorth has a stacked team, is still in private beta, and shipped a HL integration with ZERO fees
There is a lot on their roadmap since agentic terminals can be used for pretty much anything whether it's perps, prediction markets, yield farming, etc
The team is also tracking the early adoption, no better time to explore than now
I've got a few invites here:

Before it got disabled I asked Claude's Fable to come up with a perp trading strategy
Here is how it lost all my money
🧵/

gm
i’m in boston at the moment and the world cup environment is legendary
in other words, not much perp trading or DeFi activity for me at the moment

My @dango perp DEX farming has come to an end
In the 4 main weeks of farming I pushed around ~$9M volume and climbed up to top 50 on the points leaderboard
However, the OAT points boost is now over so I will temporarily pause as I am content with my placement
Aiming for a 4-5x return on fees spent

Guess the project
$2.25B FDV
<100 new users a day since August (recently <10)
$50M raised

Not bad, not bad at all
Still not the main trade I'm sizing up right now

is there not a world where the pokemon reselling grift ends just like sneakers
- scalpers scoop up tons of the supply and continue to horde/extract from actual collectors
- new drops are bought almost exclusively by the scalpers
- collectors become less and less willing to pay exorbitant prices over time
- pokemon increases supply given the crazy demand
- eventually scalpers get stuck with massive amounts of supply and not enough net demand to sell it all at profits
- resell prices of new releases drop
- scalpers try to liquidate their massive stock and find the next profitable shiny item

New DeFi protocol to keep eyes on: @3f_xyz
3F is building leveraged RWAs through a vault mechanism using Morpho
The team has raised $4.75 million and their private beta is currenty live
Get started:
1. Visit
2. Submit your email to join the waitlist