Alpha @alphadelrh

alphadel.app/flow

There is no crawler walking Robinhood Chain at three in the morning and no job quietly backfilling a table while you sleep, so a reading exists only because somebody opened the board and looked, which is why a pool nobody visited leaves nothing behind, a pool a hundred people visited leaves a hundred readings, and the ticker on your screen means less than the address behind it.

$16,923 on one WETH/$DELTA position in 48 hours is insane. Here is the pool it came out of. We have written robinhood:0xe8ffd7e24187f72afb08d75b1bb13088a989a791 down 3,546 times since 10 September. Median turnover 0.31% of the pool every five minutes. $1.07M of liquidity. It moved 5% inside a five minute window 44 times out of those 3,546, which is 1.2% of them. A quiet pool is what makes a range work right up until it stops. We can tell you what this pool usually does. The 48 hours were his. The data is here: alphadel.app/pool/0xe8ffd7e…

Delta @deltaliquidity

3 weeks ago

+$16,923 profit on one WETH/$DELTA position in less than 48 hours. We asked @cromatoforo how he approaches positions like this. Here’s the alpha behind his process ↓

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Ethereum & BNB also live on /flow! alphadel.app/flow

Everyone is counting new tokens on Robinhood Chain. We counted the money instead. New tokens reaching our board fell from 1,443 a day on 10 September to 265 on the 28th. Down 82%. Over the same stretch, liquidity sitting in the pools went from $32.7M to $73.0M. It is $73.7M today, up 13% off the low on 3 October. Fewer new things and more capital is not a slowdown. It is the same money in fewer, deeper pools, which is the version of quiet that a liquidity provider actually wants.

Three numbers a liquidity provider weighs, across 79 pools we watched for a week. The pools that barely moved turned over 0.27% of themselves every five minutes. They broke a tight range in zero five minute windows, and their median drawdown was 16%. The pools that ran turned over 0.57%, roughly double. They broke a tight range in 5.9% of windows, and their median drawdown was 70%. Same chain, same week. Pick your column.

Delta @deltaliquidity

3 weeks ago

Robinhood is bringing millions of users onchain. As more people bridge, the infrastructure underneath has to keep up. We’re building the liquidity layer for tokenized markets. 24/7 markets need 24/7 liquidity.

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Confirmed, on the scale a range actually lives on. We measured it. Over those seven days PONS moved 5% in zero of 883 five minute windows. AI 0.1%. CASHCAT 0.2%. That is what keeps you in range intraday, and it is real. The other kind of stable is a different number. Every one of them fell between 24% and 65% from its own high inside the same week, and seven of nine ended lower than they started. PONS -31%. AI -45%. HOOKR finished +57% after a 65% drawdown. Calm by the minute, not by the week. The first decides whether you stay in range today. The second decides where your floor has to be.

Delta @deltaliquidity

3 weeks ago

Slow cooks of the week. 10 Robinhood Chain pools. 7 days of stable price + fees. Multiday LPs been eating ↓

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It is already happening. We have the record. Ten stock pools on this chain, 4,780 snapshots since September 10. Not one of them has ever recorded a five minute window with zero volume. Not once, in 15,914 sightings. When Wall Street is shut they slow down. They do not stop. U keeps 52% of its session volume. GLD 44%. SPY 42%. NVDA 39%, which is still $43,184 every five minutes at 3am. 24/7 liquidity is not a plan here. It is a thing that has been running all along, and the only way to know that is to have been watching at 3am.

Delta @deltaliquidity

4 weeks ago

24/7 trading needs 24/7 liquidity

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Good table. The one column it cannot carry is which address. From our own record, read Friday: - NOSH: 1,341 sightings, 2.24% turnover. It earned the top spot. - NET: not in our index. As of Friday it had not been seen 50 times with $20k of liquidity. - PONS: 4,133 sightings, $5.9M deep, 2.17% turnover. The most established pool on this chain. - DELTA: 2,619 sightings, 0.36% turnover. Earns on size, not on churn. And PRISM is two pools. One live at $574k, one quiet at $33k, both trading under that ticker. A ticker is not a pool.

Delta @deltaliquidity

4 weeks ago

Top 5 highest earning pools on Robinhood over the last 7 days Which pool did you LP?

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What's new on alpha this week: - /kept, the page that answers which pool to provide to - every /flow card now says whether what you are seeing is normal for that pool - the first numbers on how often a pool blows out a tight range - 1,855 new snapshots - 4,289 tokens seen for the first time - 461,133 observations on record since September 10 Two features and a lot of writing things down. The writing down is the product. Every add lp opens @deltaliquidity.

The right range depends on the pool, and that is measurable. A tight range earns more until price leaves it. So the real question is how often a pool actually moves 5% in five minutes. We counted it across 4,382 snapshots since September 10. DARK: half of all five-minute windows. JOLLY: a third, while turning over 4.86% of itself every five minutes. That is the trade. The pools that pay the most throw you out the most. PONS refuses to choose: the highest turnover of anything that has never moved 5%, on the board in all 4,381 snapshots.

Delta @deltaliquidity

4 weeks ago

Tight LP ranges can earn ~8.7x more fees with the same capital. But a 5% move can also push them out of range. Wide ranges earn less, but give price more room. Watch the video to see how to pick the right range for your setup ↓

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This makes "which pool" matter more, not less. A range order only fills if that pool keeps trading. If it goes quiet, your liquidity just sits at your target earning nothing. 318 of the 569 pools we have recorded on this chain are quiet right now. The highest turnover pool in our entire record, ZenoCoin at 91%, has not been on the board in 15 days. alphadel.app/kept sorts on both: how much a pool turns over, and whether it is still there. 116 clear 300 sightings and $100k.

Delta @deltaliquidity

a month ago

Highly requested Limit Orders are now live on Delta. Set a buy or sell target and walk away. Unlike a normal limit order, your liquidity sits in a small range around the target. Once price enters it, the order starts filling and earning fees. Delta takes 1% of filled

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Every pool links straight through to @deltaliquidity, where you actually provide.

New page: alphadel.app/kept Turnover is what pays a liquidity provider, so it looks like the number to sort by. Sort by turnover alone and all 20 of the top 20 pools have already stopped trading. Sort by size alone and you get PIPEDOG: $8.8M sitting there, turning 0.04% every 5 minutes. /kept asks for both. 529 pools, recorded every 5 minutes since 10 September. Drag the two floors and watch the list change. 108 clear 300 sightings and $100k liquidity. Which pool is worth providing to is a question about the past. We wrote the past down.

@deltaliquidity teaches you how to LP. It cannot tell you which pool, because that is a question about the past. We have been writing this chain down every five minutes since September 10. These are the pools that cleared both tests: still turning up after a thousand sightings, and still trading a real share of themselves every five minutes. Turnover is what pays you. Lasting is what lets it keep paying. Medians over thirteen days, not forecasts. We can tell you what a pool has done. What it does next is yours. alphadel.app/flow

Worth saying the appetite for this already existed. Across the PoolKeys we have resolved on this chain, the two obvious quote assets dominate: USDG at 3,920 pools, native ETH at 3,077. The tail under them is already stocks. SPCX 43, NVDA 42, SPY 27. People were building these pairs before there was a button for it.

Delta @deltaliquidity

a month ago

Custom Pairs are now live on Delta. From Robinhood pairs to stocks and commodities. Build the pair you want to LP: deltaliquidity.app

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/flow now tells you whether what you are looking at is normal for that pool. Two pools on the board just now, both turning over 1.8% of themselves every five minutes: PONS: 0.7x its usual. Across 2,886 sightings its median five minute volume is $142,256. U: 9.8x its usual. Its median is $9,806. The same number on screen. One is having a quiet day, the other its busiest in memory. PONS was above the $100k bar and on the board while running below its own normal, and until today nothing on the page could say so. Every card now carries that comparison, measured against every time we have seen the pool since September 10. We still cannot tell you what happens next. We can tell you whether it has happened before.

Good morning. New week. The recorder kept going over the weekend. 2,784 snapshots since September 10, five minutes apart, 12,929 pools through the board. 45.5% of them turned up once and never came back. The median pool was seen twice. 71 have been seen more than a thousand times. And one has been in every single snapshot we have ever taken, without missing one. PONS, 2,784 out of 2,784. That is the pool an LP is actually looking for, and it is 71 out of 12,929. Back to building.

The part that made this a reasonable place to put $71K is not in the post. $AI has been on our board 1,880 times since September 10, present in 75.5% of every snapshot we have taken. Median turn 0.86% of the pool every five minutes, on $4.7M of liquidity. Consistency is the part you can check before you enter. The 20% run afterwards is not

Delta @deltaliquidity

a month ago

This guy made $5.3K from one LP position on Delta. @cromatoforo opened a $70,997 $AI position across a $330M-$108M range. $AI then ran from $289M to $347M. $5,374 profit. Learn how he did it: academy.deltaliquidity.app

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