STOP BURNING YOUR CASH ON TRASH POINTS
part 2
i calculated the real cost for 6 more perp dex
here is the truth:
- based: $0.1–0.2 → steady farm for those who hate surprises
- genius: $0.02–0.1 → terminal play (gmgn style), aiming for $200m fdv
- 01: $0.01–0.7 → massive spread, 3-in-1 play, nobody knows how to optimize yet
- pacifica: $0.05–0.1 → polymarket is pricing a dump, looks like a total trap
- standx: $0.1 → zero transparency on supply, pure gamble
- bullpen: $0.05 → risking a poverty valuation like ethereal
Bookmark this tweet
97% OF PERP FARMERS ARE LOSING MONEY - AND DON’T EVEN KNOW IT
>no cost basis
>no model
>just vibes
i calculated the REAL cost per point across 6 major perp dex
this is what nobody tells you 👇
variational: $1–3
→ still profitable (for now)
extended: $2
→ market pricing ~$0.8 → mispriced, asymmetric upside
grvt: $10
→ expensive, pure narrative bet (tge delayed, +6% tokenomics)
ostium: $0.5–1
→ no upside unless full revaluation
nado: $0.7
→ probably the only “stable” farm here
hibachi: $0.1
→ early + boosted rewards → asymmetric play
bookmark this tomorrow I drop next 6
Pacifica is the Ultimate REKT?
loot at this fact:
> polymarket shows only a 16% chance for a $300m fdv which would put points at $1.5
> most likely reality is a $100m-$150m fdv with points worth only $0.5-$0.7
> with a $0.2 cost per point you’re looking at a 2x return in the best case scenario
> in otc pacifica point price - 0.5 - 0.7$
the perp meta is officially rekt
🚨THE US DOLLAR -20%🚨
> usd share in global reserves crashed from 65% to 40%
> central banks are dumping the green paper like it’s radioactive
> gold and euro are absorbing the blood from the dying reserve
> trump’s moves officially nuked the global trust in the printer
> even btc is now looking like a safer play than the fed’s debt
> inflation - 3%
> i’m keeping my cash close but the system is screaming weakness
But the smart money is already elsewhere.
$60k is the trap. $30k is where this actually ends.
– $60k is now seen as a smart entry, which makes it perfect exit liquidity
- most indicators still point to no real bottom, with capitulation likely around $30k
- alts are getting structurally repriced as building a chain now costs almost nothing
- the market needs a full wipeout of the 2017–2021 cohort before a new cycle can start
- BTC dominance likely goes higher before any real alt recovery begins
- Hyperliquid volumes show there’s still too much speculative leverage in the system
- buy the dip is still the dominant mindset across retail
- capital is outperforming in places like CS skins while alts sit -90%+
see you at 30k
1 Followers 190 FollowingExecutive Vice President of The @Trump Organization.
Husband to @LaraLeaTrump. Advocate of @StJude.
@WorldLibertyFi @ABTC #MakeAmericaGreatAgain
193 Followers 7K FollowingLove me or hate me -- I am who I am;) I must say that I follow some of the most extraordinary people on twitter however and that should count for something!
214 Followers 7K FollowingBitcoin Strategy #Strive (NASDAQ: $ASST $SATA)
Led Bitcoin Strategy for the 2nd U.S. public company to adopt Bitcoin as its primary treasury asset.
2K Followers 2K FollowingPolitical strategist, Zoomer,Conservative, helping men in business be virtuous and integrated leaders🇺🇲National populist,Orthodox Christian ✝️
8 Followers 220 FollowingExecutive Vice President of The @Trump Organization. Husband to @LaraLeaTrump. Advocate of @StJude. @WorldLibertyFi @ABTC
#MakeAmericaGreatAgain
19 Followers 1K Followingweb 3, and NFts gamer, redeployed of testnet coin for free mint on the main mainnet with Milancoin assets with high liquidity value 🛒🛒
59 Followers 78 FollowingAI crypto portfolio intelligence. 1.2PB on-chain data · 18 chains · 94% accuracy. We read what smart money does — you get the signal.
404 Followers 226 FollowingLove the US 🎶 ProLife 🇺🇸 America is the home of the free because of the brave. Proud Deplorable🍊The nation is paramount above all else🇺🇸
43K Followers 37K FollowingGedurende de afgelopen 15 jaar is De Nieuwe Lente BV uitgegroeid tot één van Nederlands grootste postorderbedrijven op het gebied van gezondheidsproducten
221 Followers 217 FollowingWeb3 Content Architect | Airdrop Strategist 🪂
Navigating the charts & securing the bag in DeFi. 📈
Bullish on $SUI & Data-driven insights.
Locking into the fut
111 Followers 383 FollowingTrade digital assets with low costs and low latency on Ethereum L2 with custom ZK circuits for verifiable matching and liquidations. The ticker is LIT.
254 Followers 7K FollowingMarket, stocks and crypto analyst and chartist meow 1, No paid service, won't take your money. Official spinoffs:@cryptocantoncat@fartingmeow
50 Followers 522 FollowingGrand Daughter of Trump. Thanks for the love and support Y'all. We hold you in high regard, and we share the belief that America must be great again. 🇺🇸
53K Followers 51 FollowingThe Super App for trading perps, spot and all of crypto. Earn points and rewards while trading. Download the app: https://t.co/nftS9uBj9E
13.0M Followers 1K FollowingBuy the book (proceeds go to charity):
English: https://t.co/UxgYxYJ3NF
Chinese: https://t.co/ItFd8FEyuK
@binance
@BNBchain
@YZiLabs
@GiggleAcademy
27K Followers 3K FollowingSharing bangers on how real money is made in crypto since 2017 | ICO & Perp Maxi | Building 100K+ community | Contact : https://t.co/evsRfwgmwN
32K Followers 28 FollowingSpot, Perps & Money Markets all in one exchange. 🌪️
Trade with unified margin.
From the team that brought you Kraken. Built on @inkonchain. https://t.co/sPvLqiDM70
1K Followers 899 FollowingI worked as a delivery courier, and now I'm grinding away in crypto. Crypto enthusiast and creator of a TG channel 👉 https://t.co/7LuMutJRWh
32K Followers 39 FollowingPerp Dex built by ex- @Revolut team.
Info only. No advice, offer or solicitation. Eligibility and availability subject to local restrictions.
24K Followers 3K Following@doubletop_io tribe leader
@hyperliquidx maxi
DM me if you're building a project with real revenue and economic value of a token.
2.0M Followers 6K FollowingThe World's Largest Prediction Market. Trade politics, news, crypto, sports, & more. Available in the US: https://t.co/gZvEnIqUQy - DM @PolymarketHelp for support