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Insightful
Insightful|Sep 19, 2025 00:33
Back in May everyone was sleeping on farming tokenless Perps platforms cause of perceived high effort and PTSD from stuff like LogX (now shutdown lol) and Orderly https://x.com/info_insightful/status/1922082975446917594 But with Avantis's AVNT now being ~30x ROI on fees spent and the launch of Aster doing a ~4x after TGE were seeing the attention and thus competition ramp up aggressively (look at how Lighter blew up in the past few months) My approach is still the same have some footprint / shotgun approach to all the ones that looks decent, you can push $100k-200k notional volume on the more "mid options" right now (Hibachi, Pacifica, Ostium, Extended, ect) and be in the top 15%-5% of all users cause the competition is so low currently then push more volume or farm on more account proportionally to the ones I have higher conviction in / will be more +EV / higher ROI the idea is to find one(s) you think will in the future will become "high points value" before they have the attention/ consensus of doing so Ex. Lighter points were "cheap" early on, but now not so much, the points value will/should be high but competition is also now higher due to consensus around this increasing Avantis S3 could also be in this category since their token 2-3x from TGE and if it hold its value around here I'm focusing on Variational currently as I think its in a good spot between potential points value and current attention (being overlooked, they dont have a "spotlight" effect from Kaito/Wallchain yapper incentives which = less "dilution") you'll actually have to comb through and read this article as to why thought I can't do the reading and the clicking of buttons for you gud luck Article:(Insightful)
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