-
Perps DEX War (2/5): Variational's Omnipotent Liquidity Model
Variational offers zero-fee RFQ model that aggregates global CEX, DEX, and OTC liquidity to deliver instant execution, deep markets, and unmatched access to long-tail and custom assets.
-
Perps DEX War (1/5): Extended’s Yield-on-Trade Model
Extended is a perp DEX built by ex-Revolut engineers that combines CEX-level speed and UX with a unique yield-on-trade margin system, letting active traders earn up to ~35% APR while they trade.
-
Lighter's $675M Airdrop
Lighter’s $675M airdrop proved that airdrop incentives can buy attention and volume, but it also exposed how easily mercenary capital exits when token design does not prioritize long-term user retention.
-
Recharging for 2026
I’m stepping away at the end of 2025 to rest and reset. The best investment I can make right now is recharging my energy before what I believe will be an important year in 2026.
-
Polymarket: The Truth Market of Everything
Polymarket has emerged as crypto’s first mainstream product by transforming prediction markets into a real-time “information exchange” where prices reveal collective truth, positioning it as a potential crypto cornerstone project.
-
Solstice: The Ethena of Solana
Solstice Finance is positioning itself as the “Ethena of Solana” by offering a high-yield, delta-neutral stablecoin system ahead of its high-stakes December 22 TGE and airdrop.
-
Lighter Is Coming for the Throne
Lighter is rapidly overtaking Hyperliquid by combining impressive tech and explosive volume growth, positioning itself as the most anticipated airdrop since HYPE.