JLS

Thankfully I won the @RareFriendsNFT vibeathon This was such a fun project to build. Huge thanks to @poopie and @MauritsLIQD for making it happen, and to @RareFriendsNFT for giving the community a reason to create. I had so much fun building it and playing other submissions. Rare Friends really are built different

I started farming extended last year, and it looks like it might finally pay off. $XTEN is officially coming in november, with 30% of the supply going to point holders. Some interesting numbers: • total supply: 1B $XTEN • airdrop allocation: 300M tokens • max point cap: 70M • around 4.3 $XTEN per point • tokenomics & whitepaper: October 31 extended raised around $19M, including a $12.5M round backed by eToro and Jump Crypto. pretty bullish imo. Current pre-market FDV estimates are around $250–300M. My estimated point values at launch: • $150M FDV = $0.64 • $300M FDV = $1.29 • $500M FDV = $2.14 extended also has $114M TVL and a strong focus on RWA markets. still not sure how the settlement migration from starknet to ark will play out. Personally, I'm happy I started farming early last year. I eventually neglected Extended because I saw better opportunities elsewhere, especially with so many Perp DEXes launching. But I still think this could turn into a nice little stimmy for some of us.

I'm really grateful that @trenchfights_rh got featured in today's spotlight! @meta_alchemist has built something really cool that actually works. The combination of vibecoding and launchpads is exactly what I think web3, especially GameFi in my case, needs right now. Really thankful for all the support so far and excited to see where this goes!

I recognized the potential of vibecoding pretty early on and already had the chance to build some successful projects with clients in web2. Thanks to the vibe/vibe project by @meta_alchemist, I realized I could combine my passion for building with web3. After putting in countless hours of work, I'm happy to finally introduce my project @trenchfights_rh. I see vibe/vibe as the perfect opportunity to launch an MVP. Since the project is still on testnet and users can earn testnet tokens, it's a great way to get real people to actually try your product, gather valuable feedback and bootstrap a community.

I built a small Arcus point calc and exoanded it to a complete trading journal, that shows you what your points could be worth. The conversion from the tweet to the calc was way higher than I expected, so I decided to expand it and added a farming journal as well. When farming airdrops, I think it is important to rely on numbers and not just on how it feels. So with the journal you can now track your stats every week: - volume - OI - fees paid - points received This should make it much easier to see if your farming strategy is actually efficient over time. stellular-clafoutis-336787.n…

Weekly points for Arcus S1 just dropped. Around $434k in fees were generated and 250k points are distributed every week. That puts the current average cost per point at around $1.70. TGE is apparently still planned for H1 2027. If we assume roughly 40 more weeks, that would be around 10M additional points. Add the ~3M points from Season 0 and we should end up somewhere around 13M points by TGE. So imo the ROI is definitely there and like I have been saying since day one of Season 0, Arcus is worth trying. If you are already farming points, I also built a small calculator where you can estimate the value of your points under different TGE scenarios: funny-crumble-81c546.netlify…

I posted about @arcus_xyz on July 5, just days after launch, because I saw the potential early. Built by the team behind dYdX on Robinhood Chain, with Robinhood Crypto as the only publicly announced investor. The private beta has since reached $5B+ in volume across spot and perps, 15k+ traders, $500M+ peak daily volume and $25M+ TVL. Season 1 is live. My Season 0 snapshot: Gold, top 20%, rank #1,186 with $1.12M total volume. I’ve also seen traders with less than $1M in volume reach Gold, including accounts in the top 1,000. That lines up with what Arcus says in its docs: points consider how you trade, not only volume, and wash trading, self-matching or churning can reduce or wipe out points. It looks like Arcus wants useful activity, not volume for volume’s sake. Arcus currently gives one invite code for every $1M in perp volume. If all $5B counted toward that threshold, that could mean up to 5,000 codes and bring in a lot more traders. Since the $5B combines spot and perps, that’s only a theoretical ceiling. I think I’ve found a pretty solid way to approach the points program, and I’m looking forward to seeing how far it can go in Season 1.

Been digging into @hashcats_rh and the economics behind hash-2:native. CA: 0xca75082b85bb7bec8325d513f615b16bda260020 The interesting part is the connection between the NFT floor and the token. A fresh HashCat can currently be burned for 1,000 hash-2:native. At ~$0.23 per HASH, that values the burn at roughly $230. The HashCats floor is sitting around the same level. That means the NFT floor is basically acting as a price anchor for hash-2:native. But the real flywheel is activity. Minting, NFT trading and hash-2:native trading generate ETH fees that are used to buy hash-2:native from the market and burn it. So the model is basically: More cats minted More cats traded More hash-2:native traded = more ETH flowing into HASH buybacks Burning a Cat itself is not automatically bullish because it creates new hash-2:native. The important part is whether buybacks are removing more hash-2:native than Cat burns are creating. That is exactly why I entered around a $320k market cap. At that valuation, I liked the risk/reward considering the NFT floor, the ongoing activity and the buyback mechanism behind the token. Definitely one I am watching closely.

one thing i want to add to $PAIR, which looks interesting again here. Price is down around 60% from ATH, while @pairdotfund is still generating roughly $15k to $17k in protocol revenue per day based on the latest 24h and 7d data. It is not a clean uptrend in revenue yet. Most of the fees came during the recent hype. But the key point is that revenue has not completely collapsed with the chart. thinking about a buy between 13-15m

I've learned a lot over the last few days on @fomo about finding good coins and good entries. But understanding a potential opportunity and playing the trade perfectly is a whole different level...I think one of the best strategies, which I’m going to try, is finding underpriced and good projects (like my @pairdotfund call) and holding them to Valhalla. Retail is getting onboarded through @fomo, and there are too many opportunities on RH to catch.All they see is green candles and huge PnLs on coins from projects that are not even generating good revenue, which they can still top-blast.

another robinhood chain project getting some attention rn: @legsdotfun seems like a mix of launchpad + prediction market u basically pick multiple “legs” and every single one has to hit before the timer runs out. kind of like an onchain parlay, but tied into launches/payouts that mechanic is what makes it interesting imo, especially if they actually connect token launches or unlocks to those outcomes still super early and not live yet, but after seeing stuff like ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 and artificial-inu-3:native run, im definitely watching this one RH chain is hot rn and if Legs launches a token ill try to secure an early bag

dead network coming back online. xitter.gq/hoodnodez/status/20948…

one of the best plays rn imo is delta neutral between @RobinhoodCrypto x @Lighter_xyz wallet and @arcus_xyz Robinhood Chain is hyped af + $26M prize pool is crazy for current activity Lighter maker fees: 0% Arcus: 0.0225% under $5M vol pretty solid setup rn

finally thru the arcus waitlist big thanks to the @arcus_xyz team for the access definitely worth joining imo, especially with 0 maker fees and the airdrop in mind if u wanna get on the waitlist too: waitlist.arcus.xyz/s/JLS time to farm some perp volume. ill keep u updated