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Edgy - The DeFi Edge 🗡️
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Systems Thinker - Sharing Crypto strategies, insights, & analysis to help you level up. Partner @Mantle_Official. DMs open for deals.
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Edgy - The DeFi Edge 🗡️
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Only 7 out of 51 tokens finished green this week. Everyone panics during corrections but this is actually when you spot the best long term plays. Everything's kinda cooked but holds the strongest has the best chance of bouncing back. Some observations: • Revenue/buyback tokens only dropped -7.05% while 86% of everything else went red. The sector with actual cash flows and token sinks barely got scratched. Fundamentals give you a floor when everything else falls apart. • Bitcoin down 22.35% sounds rough but it’s not doing too bad compared to everything else. ETH lost 33.4%, SOL dropped 33.6%, average altcoin fell around 30%. BTC’s the king for a reason. • $STABLE, $KITE, $CC, and $HYPE were basically the only winners. $STABLE up over 72%. They don't share a sector but they all had their own specific catalyst. Revenue mechanics, protocol upgrades, unique positioning. • AI/DePIN averaged -36% if you take out the $KITE outlier. That’s worse than memecoins. KITE at +55% covers up how bad the rest did. • Memecoins dropped -33% on average. Worse than every sector except privacy. FARTCOIN at -49.2% :-(. Hard to call these "cheap fun bets" when the average memecoin gave back a third of its value. (Data is over the past 7 days) Corrections show you what's real. Pay attention to what barely moved because those are usually the ones that rip the hardest on the way back up.
STABLE
9.51%
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Edgy - The DeFi Edge 🗡️
01-30
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Hyperliquid proved the perp DEX model with $600B+ in volume last year. Aster and Lighter followed the playbook and launched to strong demand. The next wave is already here. Most are still pre-TGE. • @paradex: Paradigm-backed appchain perp DEX with zero fees. ~$13B 7D volume, ~$47B 30D, ~$800M OI. Built for institutional trading with orderbooks, privacy, and retail price improvement (RPI). • @extendedapp: Built by an ex-Revolut team, focused more on capital-efficient margin trading and vault-style strategies. The platform already has $100M+ in TVL and steady volume • @edgeX_exchange: Pre-TGE perp DEX already ranking near the top. $650B cumulative volume. Mobile-first, orderbook-based, built on StarkEx. New points season with +5% allocation. • @variational_io: RFQ-based perp DEX backed by Coinbase Ventures and Dragonfly. Optimized for large trades and exotic markets. ~$125B total volume, ~$1.3B daily, ~$1.1B Open Interest. • @etherealdex: perp DEX integrated with Ethena’s USDe ecosystem, offering up to ~27% APR on stables and already pushing close to ~$100M in daily volume. • @grvt_io: Hybrid perp DEX on zkSync with CEX-like UX and on-chain settlement. LP strategy at $8.4M+ AUM, delivering 25–31% APR. 22% community allocation planned. • @cascade_xyz: New perp platform aiming to be a trading “neo-bank” across crypto and traditional assets. Raised $15M, though transparency is a concern. • @pacifica_fi: Non-custodial Solana perp DEX with minimal incentives. Rewards position holding over raw volume. $43M TVL, $102B+ cumulative volume, low competition. • @nadoHQ: CLOB-based perp DEX built by an ex-Kraken team and running on Ink, Kraken’s L2. Execution quality is strong, access is still limited (Worth monitoring) • @hibachi_xyz: Privacy-first perp DEX with sub-millisecond execution. Ex-Citadel/Google team. $5M raised, $9.5B+ lifetime volume, generous points. • @OstiumLabs: Wallet-native perps for stocks, commodities, FX, and crypto. Clear RWA-perps play. ~$23.5M raised, focused on TradFi derivatives on-chain. • @BullpenFi: Hyperliquid-ecosystem perp DEX experimenting with new integrations and features, still lightly farmed and evolving quickly. Other names in the meta: @reya_xyz, @rails_xyz, @StandX_Official, @Backpack Here’s the strategy: diversify across platforms, stay delta-neutral when possible, and focus on pre-TGE projects with volume. Remember, this window has an expiration date. Once tokens hit the market, you are often late to the party. So take advantage of this opportunity while everyone’s obsessed with vibe coding.
ASTER
10.48%
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