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PerpDEXs I’ve mined, am currently mining, or am keeping an eye on 1. GRVT - The PubDeck I’ve mined since the very beginning, Epoch 1, for the longest time, and with the most money invested (among those not currently participating in TGE). (Please save me.) - Season 2 unit price $8.04 (Something feels wrong....) - TGE scheduled for late June - Aspecta FDV $243M / Polymarket 50% ↑ FDV $200M - Estimated point value based on $250M approx. $8.1 2. Pacifica - The initial impression was really good, but it’s a case where the team cut off the wings they themselves ruined just as it was spreading its wings. At least in the Korean market. - I thought I mined a lot early on, but looking at it now, it got nerfed, so the unit price is a total mess. $0.055 - I don't know when the TGE will happen, but it doesn't feel far off. 3. StandX - I don't like the UI, and since there are only a few markets, the trading volume figures are a bit ambiguous. However, I have a hunch that this might actually lead to a Mini Aster. - I think the recent decision to offer interest via SIP2/3 was an excellent choice. As a result, they were able to significantly boost their performance figures. - Aspecta FDV $355M / Polymarket 50% ↑ FDV $200M - It is very difficult to gauge the value of these... There are multiple types, and I don't know how much has been allocated. 4. Variational - A case where I didn't invest because of the "Honghongdaedaebyung" (a derogatory term for a specific type of token). So, it smells like it's going to do even better. - Aspecta FDV $506M / Polymarket 50% ↑ $500M 5. Hibachi - Honestly, even while doing it, I keep asking myself if I'm doing the right thing, but I'm digging for it with the sole hope that 'if it properly backs Arc.' - I think it will benefit a lot in many ways if it doubles. - 'If it doubles, it's a revolution; if not, it's total failure, isn't it!' 6. Evedex - To put it nicely, it's novel; to put it negatively, it operates in a way never heard of (unheard of) in the Pub Deck world. Actually, it has that vibe of a junk CEX. - So, it's actually a Hongdae-style pick. Kralow will surely do something... 7. Hotstuff - Whether it's about going L1, or listing it on the Spot market—and that too as Equity—they are also Hongdae-style picks. - While Evedex is flashy and has a Hongdae vibe, Hotstuff feels like a nerdy Hongdae geek. There is absolutely no inflated trading volume or anything like that, so it actually feels like it's becoming even more of a flop... 8. RiseX - I haven't played it yet, but I plan to check it out soon. At first, it looked like it pivoted from L1 to Pub Deck, so I skipped it, thinking "there is no paradise in places you run away to." However, I heard that onboarding for decks like Morpho is already scheduled, and they offer deposit yield in conjunction with it, so I'm taking another look. - "Did you get eyed by Pagu(?)" Perrennial=Casecade, Vest, Outkast... there are others too, but well... a failed is a failed...

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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