Defi_Mochi Profile picture
Jul 29 9 tweets 3 min read Read on X
The largest perp aggregator on @HyperliquidX is launching with:

1. $10M MC

2. >$880M Volume and >4000 users

3. $30m FDV

Here's everything you need to know about $RAGE, the first low FDV high float token launch on @HyperliquidX L1

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$RAGE tokenomics

- $10m Market Capitalization ($30m FDV)

- 35% public sale (No cliff no vest) 6.5% token airdrop (3 month cliff 3 month vest)

- 13.5% private investors (3 month cliff 21 month vesting)

- 15% Team and 30% Treasury (12 month cliff 24 month vesting)

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Rage Quit

- Airdrop recipients and private investors can forfeit 60% of their allocation to

- ⬇️ Inflationary pressure and ⬆️ community ownership of $RAGE

Rage quit is frankly one of the boldest moves I've seen ANY project pull off even with a stellar list of investors.

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Rage stats

- 4,234 total users since launch

- $884M total volume

- Based on $10m MC, 0.011 MC to vol ratio

Over 154 assets are supported across chains with aggregated liq from @aevoxyz @GMX_IO @synthetix_io @dYdX and @HyperliquidX

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Why offer $RAGE on @HyperliquidX L1?

Hyperliquid has the largest robust base of perp users currently with > 180k users, $1.58B 24 hr, >$600m TVL

Hyperliquid spot tokens such as $JEFF , $POINTS $HFUN have been making 8 - 10x from launch while earning HL points for holders

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By being a $RAGE token holder you decide how $RAGE invests it's treasury as a hyperliquid LP and made decisions on hyperliquid's ecosystem direction

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$RAGE aims to be the defacto perp aggregator across every chain with upcoming plans to integrate

- Solana (Drift, Zeta)
- Appchains (Reya blackwing)
- Berachain perps

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When is the rage TGE happening?

The $RAGE TGE will be happening on Fjord foundry on july 31 while $RAGE will be spot seeded onto hyperliquid L1 and available on August 7 - 9

More details here
👇
This content is done in collaboration with @rage_trade

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More from @defi_mochi

May 27
Analysis of 10 of the top airdrops this year, ROI, communities (Part 1)

A thread for both builders and farmers

👇
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1. $JTO @jito_sol

Allocation: 10% (100m) of total 1,000,000,000 supply

Current supply: 121,958,742 tokens

Price performance since inception: 149% from $1.49

High ROI (Most stakers were eligible for tier 1 > 4.9k tokens)

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Airdrop methodology:

80% to $jitoSOL stakers --> higher % allocation to low $SOL stakers

◆ More prone to sybils due to eligibility criteria favoring low $SOL stakers

◆ Fairer distribution allowed for price discovery since inception

◆ Healthy growth in TVL and metrics

2/11

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Read 14 tweets
May 26
My price targets for $ETH, projections and expectations ahead of @BlackRock ETF inflows

Alpha
👇
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1. Comparison with $BTC inflows

Upon $BTC ETF launch, $BTC was heavily sold by @Grayscale with the highest new outflows (close to launch) crossing -$158m.

At this point $BTC suffered an approximate 19% drawdown in price from ETF launch highs of $48k

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1. Comparison with $BTC inflows

Since then over $37b in $BTC spot etf inflows has been added with $BTC crossing it's ATH in March when $BTC crossed $73k

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Read 10 tweets
Apr 30
On speculative bubbles and why AI and Memes are the only narrative that matters in this bull cycle

👇
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Let's first take a look at the state of altcoins.

Despite VC fundraising barely reaching 2021 levels, a flurry of new projects have popped up seemingly engineered with the same predatory tokenomics and similar narratives.

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These have 3 serious implications on this upcoming altcoin market:

1. Attention and capital is fragmented across multiple projects

2. High FDV and predatory tokenomics suggest higher drawdowns during major unlocks

3. Community owned projects will increase in popularity

Read 9 tweets
Mar 28
17 Verticals in the Crypto x AI space (with tokens)
-----------------------------------

1. Agentic AI $FET $OLAS

2. Decentralized AI networks $TAO $DEAI

3. Coprocessors $POND $PHA

4. Decentralized compute $RNDR $AKT $AIOZ $NMT

5. Generative AI $IMGN $BOTTO $ENQAI $PALM
6. AI companions $LUSH $AI

7. Data layer for AI $AR $NEAR (Not sure)

8. AI <> Human verification $NUMS $WLD

9. AI security $FORTA

10. AI hedge funds $NMR

11. AI powered search engine $IQ

12. AI x Gaming $PRIME $GMRX

13. AI powered software development $AGRS $GLQ
14. Data economy $OCEAN

15. AI training $SNS $AIT

16. AI powered DeFi $MOZ $VRSW

17. Blockchain analytics $ARKM
Read 4 tweets
Jan 8
. @jump_ pumped $INJ 60x, $SEI 10x

What are they going to pump next?

I analyzed over 82 of their crypto investments to find 3 of the best undervalued projects they are invested in.

👇
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1. $PORT3

@Port3Network aims to be the social data layer for crypto with it's two products:

1. BQL (Blockchain Quest Language which translates text instructions to onchain workflows)

2. @soquest_xyz task platform acting as the social data acquisition layer (>2m users)

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Upcoming catalysts for @Port3Network include:

🔷 Release of Bitcoin BQL
🔷 Launch of @Port3Network L2
🔷 Launch of Web3 data layer

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Read 7 tweets
Dec 14, 2023
There's a project that's gone completely unnoticed that:

- Generates more fees 💵 than $SNX, $SOL, $BASE
- Increased TVL by 491% 📈 this year
- Price to fees of just 1.56x 💹

Their token only has an Market cap of $45m 🤯

Which project is this?
👇
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$MCB @muxprotocol has seen the most drastic improvement in stats across the board just this week alone!

🔷 142% increase in 7D Vol 📊
🔷 77% increase in 24 hr Vol 💲
🔷 30% rise in 24 hr Protocol Fees 💴

But what is @muxprotocol and what led to this increase in fees?

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There are a ton of perp dexes on the market and way too many to choose from to figure out where the best liquidity and rates are

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Read 11 tweets

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