Sleeping all day long so I can make magic internet money at night | Partner @YEET
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Jade 💋 retweeted
Quick update on my post as @variational_io just confirmed the numbers for the $VAR airdrop.
I previously estimated that 10%-25% of the supply could go to point farmers.
The official number is 32%.
> TGE is schedule for Q4 2026
> 100% unlocked at TGE
> 150K new points distributed weekly until launch
Depending on the TGE date, I estimate the final supply at roughly 9.5M-11M points.
At a $3B FDV, that would value each point ~$87-$101.
The allocation is bigger than expected, but because farming continues until TGE, point dilution will continue too.
Anyhow, congrats to everyone who stacked points, this will surely be a big win.
Is @variational_io upcoming airdrop the next Hyperliquid??
Let’s look at the numbers:
> $275B+ cumulative volume
> $42.6B in 30d volume
> $14.3B in 7d volume
> ~$894M open interest
Yet it still has no token.
For comparison:
> Hyperliquid: $223B monthly volume ~$91B FDV
> Aster: $68.5B ~$5.6B FDV
> Lighter: $53.8B ~$4.8B FDV
> edgeX: $40.5B ~$600M FDV
Based on these metrics, I think a $2B-$4B FDV seems reasonable for $VAR.
150K points are currently distributed each week.
The campaign should ends this month with roughly 9.15M total points, and rumors says 10% to 25% of the supply will be airdropped, each point could be worth:
> 10% airdrop: $32.79
> 15% airdrop: $49.18
> 20% airdrop: $65.57
> 25% airdrop: $81.97
That’s based on a $3B FDV.
Of course, the final point supply, token allocation and tokenomics are still unconfirmed.
Still, Variational is definitely one of the most interesting upcoming airdrops.
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Jade 💋 retweeted
Here’s what a $1,000 investment made 90 days ago would be worth today:
> Bitcoin $1422
> BNB $1428
> HYPE $1511
> Solana $1658
> Ethereum $1719
> Near $2527
> Arbitrum $2977
> Zcash $3999
Every single one is in profit, but altcoins has clearly overperformed BTC so far.
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The actual meta is creating memecoins representing in-video games coins that are paired with RWA coins.
Make it make sense...
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WEEKLY CRYPTO RECAP
- SEC approved limited tokenized stock trading onchain
- The market is on fire
- Zcash and NFTs are going crazy
- The CLARITY Act failed to pass
- X is making crypto trading even more accessible
Don’t forget to like/comment 🩷
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Is @variational_io upcoming airdrop the next Hyperliquid??
Let’s look at the numbers:
> $275B+ cumulative volume
> $42.6B in 30d volume
> $14.3B in 7d volume
> ~$894M open interest
Yet it still has no token.
For comparison:
> Hyperliquid: $223B monthly volume ~$91B FDV
> Aster: $68.5B ~$5.6B FDV
> Lighter: $53.8B ~$4.8B FDV
> edgeX: $40.5B ~$600M FDV
Based on these metrics, I think a $2B-$4B FDV seems reasonable for $VAR.
150K points are currently distributed each week.
The campaign should ends this month with roughly 9.15M total points, and rumors says 10% to 25% of the supply will be airdropped, each point could be worth:
> 10% airdrop: $32.79
> 15% airdrop: $49.18
> 20% airdrop: $65.57
> 25% airdrop: $81.97
That’s based on a $3B FDV.
Of course, the final point supply, token allocation and tokenomics are still unconfirmed.
Still, Variational is definitely one of the most interesting upcoming airdrops.
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Bitcoin is back over $86k
ETH is back over $2700
SOL is back over $118
But new pairs haven't been this bad in a long time...
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Following $ZEC run past weeks multiple NFT collections have been launched and catched lot of attention.
zkSNARKs
> 10,000 supply
> Minted at 1.5 ZEC (~$2,190)
> Floor now ~0.58 ZEC (~$869)
ZecBit Genesis
> 3,333 supply
> FREE mint
> Floor now ~0.27 ZEC (~$403)
Zec Punks
> 1,555 supply
> Minted at 0.015 ZEC
> Floor ~0.018 ZEC (~$26)
ZADDR
> 2,800 supply
> Minting at 0.02 ZEC
> Floor: not confirmed but OTC sales ~$100
Shielded Wizards
> 2,100 supply
> Minting at 0.001 ZEC
> Floor: not live
The question now is, are NFTs on Zcash here to stay or is it just a short-term hype?
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As you mature, you realize that nothing is a loss.
It’s either a lesson, protection, or realization.
Everything has a reason.
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I made a small list of stock-paired coins on Robinhood that are consolidating well and look bottomed.
They could be the first to move on the ecosystem's next leg up.
$NUDES → SNAPCHAT
0xbe98b75361935b18d688409424a869a4c3dc7401
$FATCOIN → LLY
0x12d5ee7917ca430073c3a638ee1e6f0648a98a01
$MICRODUCK → Nvidia
0xd5f1afea47b1a9eab414d2ee740cf1d6d039e725
$AU → TSMC
0xd4aae326ddd1a2537a92c00e6576e4605e5d1e18
$CACHE → Sandisck
0xafe41f4356c24f716111de1fbbc84e061d291e18
$INCEL → Intel
0x12d834f0780c367909319c73f42310dc0b201e18
$SAYLORMOON → Strategy
0xd18528b39da6464b3662c331a52181ecb15b1e18
$ICOIN → Apple
0x5d6EF090a1461B11c9427aC319260122D1C61e18
$OPTIMUS → Tesla
0x0fF9072a1EAD154d92C2d2Fef16AFba6028Ce2B2
$SHROOM → Micron Technology
0xab093dEF657F15dF31b33922A95e047aDd645B29
NFA and DYOR, but the best bids are often placed when attention is focused elsewhere and strong coins have cooled off.
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Jade 💋 retweeted
Everything that has happened with Arc in the last 24 hours proves one thing
Brother you can’t manipulate a meta like this
The best example is Robinhood, they didn’t even have memes as one of their metas
(RWA is what RH started for)
but even so the moment they started coming out they recognized it pushed it and benefited from the meta
Memecoins are attention, attention is the most valuable thing in this market
But if you try to do it the wrong way, putting your own team to push AI pet vamps like $DUKE
You’ll end up losing everything by forcing things
Bad move imo, Robinhood looks even more strong now.
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WEEKLY CRYPTO RECAP
- $LAPTOP scam
- @Pumpfun introduced Custom Pairs
- @arc chain is now live!
- NFTs are on fire with @standard_rsv and @RareFriendsNFT
Don’t forget to like/comment 🩷
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Jade 💋 retweeted
Stuff I really like on $ARC rn:
$ARGUS – reminiscent of $PONS: goated experienced DEV, superb buyback burn mechanics (4% burned already), simple and smooth UI/UX (tbh better than early day @ponsdotfamily).
$ARCCAT – first meme on chain
$ARCHITECT – supported by many Arc OGs
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The next 48 hours will be VERY interesting for the market
> Tuesday - CLARITY Act vote
> Wednesday - FOMC rate decision
Two big events back-to-back.
Both have the potential to move the market hard.
Let’s see how it plays out. 🤞
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Been fully in the trenches the last 2/3 months, and this is what I learned.
> Being early means nothing if you don’t have the courage to hold.
> You don’t need to catch every runner.
> You need to understand the narratives and their potential.
> Always keep a moonbag.
> Knowing when NOT to sell.
> Trust your own research over the noise.
> Missing a trade is better than forcing one.
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