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Tracking Variational and all option builders Dashboards down below https://xitter.gq/t.co/CojFk051xj https://xitter.gq/t.co/JBBHVho0dk

In the Volatility of Crypto
Joined January 2023
Photo by defi_daniel (var szn) (@0xdefidaniel)Photo by defi_daniel (var szn) (@0xdefidaniel)Photo by defi_daniel (var szn) (@0xdefidaniel)Photo by defi_daniel (var szn) (@0xdefidaniel)Photo by defi_daniel (var szn) (@0xdefidaniel)Photo by defi_daniel (var szn) (@0xdefidaniel)Photo by defi_daniel (var szn) (@0xdefidaniel)Photo by defi_daniel (var szn) (@0xdefidaniel)Photo by defi_daniel (var szn) (@0xdefidaniel)Photo by defi_daniel (var szn) (@0xdefidaniel)
Variational made more profit in 10 weeks than in the previous 24. The two warning lights I flagged in August? Both turned green. But one number is moving the wrong way Here’s what changed. ↓
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defi_daniel (var szn) retweeted
Unfortunately, I had to capitulate my $ZEC perp longs. Spot bags will be ZODL'd. Posting the roundtrip for transparency. I still expect ZEC to be a huge winner in 2027 with Tachyon addressing Bitcoin's biggest issues. But first we must survive 🫡 (bottom signal #ziquidated)
Last week, I hedged my $ZEC longs with more longs This week, I am hedging my $ZEC longs with more longs Texas Hedge
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How poetic. The only thing going up is a frog
🤖 Made with AI
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Soon everyone will just tell their agent "I have this idea." The hard part is everything after: anchoring that belief, watching it shift, and knowing when it becomes a trade. That's the layer we're building. Great sit down with @Grantblocmates 👇
The @get_truenorth interview 📷 @moonshot6666 joins @Grantblocmates to chat about all things agents, automation and trading. We get into the nitty-gritty of what's changing, what's possible today and where the industry might be heading. Enjoy!
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(1/25) Hyperliquid data is everywhere now. There's now numerious platforms selling every piece of it. Whale trackers, copy trading, smart money alerts So at QuantumFlow we pulled every wallet on Hyperliquid's main perp market with one question - Does it make you money? 🧵
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defi_daniel (var szn) retweeted
My timeline used to be lots of happy and wealthy $HYPE bulls. Recently it's been polluted by lots of salty $SOL/RHC trenchers. Massive discrepancy in vibes. 🙃 I can at least respect a 🏳️‍🌈🐻, because every bear is a bull at some price. But some of you are just jaded beyond repair at the whole industry after only choosing to participate in the worst parts of it. The same guys complaining that there's no on chain runners anymore are the same ones selling at $100k mcap. You're part of the very problem you're complaining about. Not every team is scamming, not every project is a rug, not every token unlock will get dumped etc. Some cool people just genuinely want to build cool shit and maybe make a little money along the way. If your experience in crypto has left you this jaded and toxic, why stick around? Is it just chasing the schadenfreude of hoping the rest of our bags go to zero too? You have to be able to reconcile that there's simultaneously world changing tech being built here, and that it's all one big casino. But most of life is one big casino. And there's no crying in the casino.
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defi_daniel (var szn) retweeted
there were signs..
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On Variational liquidity for RWAs ◾️ S-tier spreads : Yes. ◾️ Subsidized : No.
Variational really filled that one niche hole in the market with swaps especially NQ/ES pairs are S-Tier makes me wonder whether it's possibly a pre-TGE subsidy & if they go all-in on them leaving alts behind
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Pokemon in the hood Made with @higgsfield
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defi_daniel (var szn) retweeted
30분 뒤에 올만에 9시 @variational_io AMA에서 뵙겠습니다!! @0xdefidaniel 만든 VAR-METRICS 플랫폼으로 Variational 지표를 뜯어보고 최근 제기됐던 질문들을 한솔라님에게 물어보려합니다! 근데 여러 논쟁이 나와서 하나씩 풀어봐도 좋을것 같네용 - swap 성과/ 실제 체결 비용 - 과연 쓸만한가? - CEX들의 제로데이에 대응할 수 있는가? - 총 바이백 되는 스프레드는 몇%이고, 바이백 매출은 얼마인가 - Hyperliquid, Lighter의 바이백 모델과 비교할 수 있는가 - OLP의 블랙 박스는 해결가능한가? - API 알파테스터는 언제? - TGE는 연내 예정대로, 대형 제휴 발표는 언제? 등등 장소 : Variational 텔레그램 한국 채팅방 AMA 링크 t.me/Variational_Korea_Chat
In mid-September, we made the decision to allocate a large chunk of our dev resources towards auditing and further improving protocol security. This included additional audits of both the codebase and our operations, AI-enabled pentesting, red teaming, and more. Public mainnet is now right around the corner, and the trading API is being rolled out to a small set of whitelisted alpha testers before being publicly launched this month. We remain on track for this year’s TGE and major partnership announcements that we alluded to in our tokenomics update. Expect to hear much more from us beginning later this month!
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whichever perp dex that has points program, and launch $XTEN or $VAR you got yourself some traders coming
All eyes on who launches the $VAR premarkets first. Gona be a juicy trade as public sentiment still deviates by a large margin
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man koreans are so bad with buybacks
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made something for fun var-metrics.com/#points You can set your points, FDV and Total pool of points
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tech bros after this week
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Meet Monk AI 🐒 Powered by DerivativesMonkey Your own JARVIS for crypto options. Monk AI is our first premium paid product, built for serious traders and institutional desks. We plugged the world’s most comprehensive crypto options dataset (DerivativesMonkey) into the world’s most powerful AIs. Get live crypto options data from 12 venues, charts and desk-grade analysis inside @claudeai, @ChatGPT / @OpenAI, @grok / @xai, and @AskVenice. Only 100 spots. DM for access. Ask it: “Where is ETH vol mispriced right now? Chart it, structure the trade, and tell me what invalidates it.” What it does: • Vol surface, smile, skew & term structure across venues • Dealer gamma, call/put walls, GEX flip, vanna & charm • Block trades & flow • Open interest, max pain, put/call • Expected moves & implied odds • Any structure priced (Greeks, breakevens, P&L) • Add Derive wallets for full book review Venues: @DeriveXYZ · @DeribitOfficial · @binance · @Bybit_Official · @okx · @ThalexGlobal · @paradex · @aevoxyz · @Delta_Exchange · @Bullish · @CallPutApp · @SynapseProtocol (Hypercall) + @tradeparadigm block trades Watch it in action 👇
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long zcash:native
i guess dem sweep wasn't priced in for data centers and crypto. long term probably doesn't matter. a stalled gov is a stable/predictable one. short term i think expressions that make sense are: long capital obfuscation - $ZEC $XMR short neos - regulatory burden is about to get much harder during range/chop markets, i'm staying patient with entries & scaling down lev since the recent liquidations, leads to a liquidity vacuum which begets volatility.
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defi_daniel (var szn) retweeted
Super Intelligence? It's called Transgender Intelligence now.
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the best opsec strategy is to stay broke
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Variational vs Lighter vs Lighter Robinhood 哪一个来做合约套利对冲? 合约套利, 一般是 maker-taker, 或者taker taker. 这三家交易所, 都是吃单免费, 并且流动性充足. 很适合用来当对冲的那一腿. 那么哪一个更合适呢? 目前排名看下来是 Lighter 主网毫无疑问最优的. 另外一件有意思的事情就是, 单笔大规模的订单上, Var可能稍微占优. 在 单笔1K的订单上, 204个代币里, var只有20个胜出. 扩大到 单笔 100K的订单, var 有 68个胜出. 以下有几个Var是占优的, Hype, ANTHROPIC, OPENAI , Oil, US100. 这几个代币的对冲, 我已经从 Lighter挪到 Var上来了.
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Under pressure from Israeli prime minister Benjamin Netanyahu, the Trump administration may be within days of launching a nuclear strike on Iran. The target would be Pickax Mountain in central Iran, where Israeli intelligence claims the Iranian government has restarted its nuclear enrichment program. No conventional weapon in the American arsenal can penetrate 300 feet of solid granite to destroy the tunnels where enrichment is supposedly taking place. The only military option is a nuclear strike. Netanyahu has been pushing hard for one. “Bibi calls Trump about it every day,” says an informed observer. Netanyahu is cornered and desperate. After last week’s election results, he can’t form a government unless Trump intervenes directly in Israeli politics and brokers a deal with other parties that gives Netanyahu 61 seats in the Knesset. Otherwise, he is out as prime minister and on his way to ignominy, investigations and possibly jail. Netanyahu must stay close to Trump. He needs this war. To that end, he’s applied maximum pressure to his closest allies in the administration, including Secretary of Defense Pete Hegseth and CENTCOM commander Brad Cooper. Both oppose a negotiated settlement to the war they’ve so grievously mismanaged; both are pushing to restart major combat operations. Secretary of State Marco Rubio and CIA director John Ratcliffe are also following Netanyahu’s lead, as are leaders of the Democratic Party. In a recent meeting on the subject, former president Barack Obama said he opposes the current Iran peace deal being drafted in Doha. The rest of America’s longtime allies in the Middle East are terrified by the prospect of more war. On September 27th, Netanyahu flew secretly to Abu Dhabi to enlist the UAE in his lobbying effort for a final attack on Iran. The Emiratis refused. After eight months of conflict, Gulf economies are teetering. So are global energy and fertilizer markets. They won’t recover soon. Globally, there are a total of about 850 supertankers used to transport oil from producers to the rest of the world. In October alone, 11 of them were badly damaged in Hormuz. At this pace, a global depression is imminent. A nuclear strike would radically accelerate the destruction. Fallout from a ground explosion at Pickax Mountain would contaminate the Persian Gulf, poisoning the water supply for 100 million people. And those are just some of the immediate consequences for the region. The rest of the world is every bit as exposed. No country other than the United States has ever used a nuclear weapon in war. Some would like to. An American nuclear attack on Iran would set a new precedent. The Russians have already told at least two other governments that an American nuclear strike on Iran would free them to use nuclear weapons against Ukraine. Pakistan and India would be tempted to do the same against each other, as would North Korea against Seoul. After the first nuclear strike, World War Three is inevitable. That war would be short and final. We’ve been sleepwalking toward this moment for months. Since February, the administration has quietly rewritten America’s nuclear doctrine to make first use of so-called “battlefield nukes” easier and therefore more likely. No one in Washington in either party seems bothered by this. Now we’re on the brink of it. Close observers say Trump is likely to decide by next weekend whether or not to use nuclear weapons. That would be November 7, six days from now. To his credit, he’s hesitating. At the moment, Trump is listening to his vice president, JD Vance, and to his envoy and friend Steve Witkoff, both of whom argue a deal with Iran can be made. They’re right, though it won’t be simple. The Iranians are famously frustrating to negotiate with under any circumstances, and elements of that government have become more radical since Ayatollah Ali Khamenei and his family were killed in February. After decades of isolation, even relatively moderate Iranian leaders seem confused by how decisions are made in the West. (There is a widespread belief in Tehran, for example, that the United States government controls Israel.) But overall, people who have spoken to decision-makers in Iran say there is consensus there that more war is bad for everyone and a deal is worth making. One group that hasn’t been consulted so far is the global population — the hundreds of millions of people who will be killed along with their children if Trump is pushed by Netanyahu into launching a nuclear strike next week. Now would be the time for them to speak up.
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