x.com/Cryptophile...

• Deployed heavily in @ryskfinance cash secured puts
• Waiting for @daylightenergy + @usdat21 - planning to rotate stables there
• InfoFi is dead; this section has been removed from the report.
• Testing @gmtrade_xyz GLV (EUR/USD) pool with small size

$ETH long (entry 1800$, TP=2500$/$2900)

ICO watchlist:
Waiting for USDai, Billions, Makina, MegaETH, Gensyn TGEs

Major changes since the last update:
• I’ve withdrawn all my $ETH from EdgeX. They stopped distributing $MARU rewards. Not sure yet what to do with the $ETH rn...

PerpDEX farming:
> Hyperliquid S2
> Tradexyz

Trades I’m running:
$FUN hedge short (entry 0.08985, take 0.05) ✅ hit TP
$GUN short into unlocks (entry 0.033, take 0.01)
$SOL long (entry $129 and $70, TP = $153)
$BTC long (entry 74k$ / 67k$ / 62k$, TP=89k$)

> Cascade (0% APY + points)
> Uniswap V3 ETH/USDC range 1500-2600 (~25% APY)
> Decibel (pre-deposit LP deal @turtledotxyz)


DeFi (Tier 2):
> Hylo (~17% APY + points)

DeFi (Tier 3 / “anti-FOMO”):
> Glow / Loopscale

Prediction markets:
> Polymarket (fomo, I missed Opinion)

My current airdrop farming list. Feb 17.

13 protocols across 5 categories

DeFi (Tier 1):
> USDai (~7% APY + points)
> Neutrl (~10-15% APY + points)
> Rysk (19%-35% APR + points)
> Solstice (~5% APY + points)
> Reflect (~7% APY + points)
> OnRe (~10% APY + points)

I hope you've found this thread helpful.

Follow me @Cryptophileee for more.

Like/Retweet the first tweet below:

Shout-out to:

@armaniferrante
@TakayamaJoe
@Luc100k
@MadLads
@MadVincent666
@tristan
@monkdoesnt

TL;DR: be careful with:

• Polymarket “1-day FDV” bets
• pre-market shorts / perps at TGE

4/ So, @Backpack team

- is revolutionizing tokenomics by tying unlocks to growth milestones
- is planning dual system: TGE and IPO in US
- is generating $100M annually
- is shipping new products almost every month

And you are bearish?

3/ Annual revenue is crazy!

On one of the lates @Delphi_Digital podcasts

@LoganJastremski mentioned that Backpack "surpassed $100m in revenue in 2025"

2/ @armaniferrante is printing real cash!

$20m revenue in October!

That’s not “pre-revenue vibes”. That’s real business.

Insiders get equity only - no token dumps. Focus on compliance, TradFi integration, & long-term wins.

Community loves the transparency

1/ Unlocks tied to milestones are the game-changer!

Backpack's $BACK tokenomics: 1B total supply

At TGE:
• 24% to points holders
• 1% to @MadLads owners

Then:
• 37.5% unlocks via user growth milestones
• 37.5% in corp treasury locked til 1yr post-IPO

I see some bearish sentiment around @Backpack :

"Can't be worth 1B!"

"Easy short at TGE"

"Down only pattern, as usual"

Why are they wrong?

If you're bearish on Backpack, read this

Don't bet on Polymarket

Be careful with perps at $BACK TGE

Why @armaniferrante can surprise you?

​ View real-time odds on "Flying Tulip FDV above $800M one day after launch?" as of February 8, 2026, and trade on The World's Largest Prediction Market™

polymarket.com/event/flyin...

Risks:
1) If @AndreCronjeTech unexpectedly changes the rules of the game, we might be in trouble
2) If @AndreCronjeTech unexpectedly announces he has raised an additional $300M in VC funding

Launch FDV = TVL attracted from private and public sales

I don't think @flyingtulip_ will be able to reach even $400m...
Market conditions are terrible...

2) Can $FT launch at $800m if the team attracts $400m in TVL?

No way. Most public participants would instantly dump millions!

New Polymarket bet on $FT @flyingtulip_ FDV

Flying Tulip FDV above ___ one day after launch?

Bet: No (>$800m)
Yield: 77%
Liquidity: ~$5K (use limit orders)

The logic is simple:

1) To date, $FT has raised:
• 225m$ from VCs
• 50m$+ from @impossible_
• 10m$+ from @CoinList

Polymarket is funniest during market nukes

When everything dumps, the “Will BTC hit $X by Feb?” markets overreact and start paying stupid yields.

As soon as the dump stops, probabilities snap back.

If you’re disciplined, you can enter fear → exit the first bounce.

(Just don’t get greedy)

One of the best times for Uniswap LP

After volatile moves, we usually see consolidation

Current APR: 34-55%

Why I’m not worried about IL:

• $ETH seems undervalued (imo)
• I’m happy to accumulate $ETH in this range

My range: $1,400-$2,600

I hope you've found this thread helpful.

Follow me @Cryptophileee for more.

Like/Retweet the first tweet below:

8/ Will I buy $AAVE?

Yes :)

I am a gambler... I like pain...

If you are an investor, skip!

7/
You can love the product and use it (I do)

Just don’t confuse that with “investing in token”

Most tokens are casino chips attached to great apps

6/ Why? Because 99% of tokens are:

1. governance theatre
2. liquidity for early investors/teams
3. emissions = dilution
4. no claim on cashflows

So product wins ≠ token wins.

P.S. not specifically related to $AAVE

they have buybacks but it is still not enough...

5/ Web2 vs. Web3

If a Web2 company 5x’d usage + “revenue-like” metrics and the stock stayed flat…
you’d call it broken

In crypto?
It’s the default

4/ Price action

$AAVE price today: ~$118

$AAVE price in Aug 2024: ~$118

After all that +500% product growth… it trades around the same zone as years ago...

3/ @aave progress 2023-2026:

TVL: $5.0B → $28.828B = +$23.828B (+476.6%, x5.77)

Borrowed: $3.0B → $20.1B = +$17.1B (+570.0%, x6.70)

Annualized fees: $150M → $902.53M = +$752.53M (+501.7%, x6.02)

Annualized revenue: $20M → $111.84M = +$91.84M (+459.2%, x5.59)

x5-x7 GROWTH

2/ @aave in 2023 - 2024:

• TVL: $5B - $10B
• Borrowed: $3B - $7B
• Annualized fees: $150M - $300M
• Annualized revenue: $20M - $40M