Long time no see.
The reason for my absence can be summed up by the fact that there hasn't really been anything exciting to farm since Wormhole, LayerZero, zkSync, Starknet, Jito, Tensor, and all other high-profile projects airdropped.
By now you should know that I only shill what I farm.
It's without a doubt that the dubbed 'Golden Year of Airdrops' is behind us. It became glaringly obvious after the most diligent farmoors walked away with literal high 6 / low 7 figs by manually pressing buttons for months on end since April 2023.
A literal free money glitch that was obvious to act upon the second Arbitrum airdropped a ridiculous amount of governance power.
As predicted, it is now fully institutionalized and has reached critical mass as most participants are now fully aware of how the playbook works —— not to mention the proliferation of sophisticated bots entering the arena.
To add fuel to the fire, market participants smartened up. Coupled with financial nihilism, this makes them less likely to buy VC bags anymore. They would rather gamble their money on pristine, top-of-the-creme memetic derivatives.
You essentially got a deadly mix of:
- Valuation compression
- Hundreds of Memecoins and VC coins entering the market → altcoin dilution (look at BTC dominance)
- Not enough participants to bid them all (unlike 2021)
The result of it is that while Wormhole initially launched at $17B FDV, the more pristine interoperability solution - LayerZero - launched at $4B FDV.
→ Less immediate money into the pockets of VCs and day-1 unlock Airdrop farmoors.
---------------
The last few promising projects that can reach a multibillion valuation after the conclusion of the golden airdrop era now gatekeep you one way or another:
Monad
Social activity.
Berachain
NFT pristine.
Both have a MUCH higher barrier to entry than LayerZero & zkSync - by a wide margin.
The last remaining bastion of hope is Hyperliquid, but there you're gatekept by being late (and not taking action when I initially shilled it in August 2023).
To maximize point extraction for Hyperliquid now, you'll have to buy spot tokens which generally trend downwards, so you'll have to run the numbers if the points they generate outweigh the negative PnL.
Almost every other promising tokenless project has a points campaign running, and more often than not, LIQUIDITY is the name of the game (with a linear skew).
---------------
That being said
Not all hope is lost.
Niche, obscure, under-the-radar projects will continue printing... forever
Case in point
I didn't claim the UWU / Unicorn🦄 airdrop out of complacency and because the latest Cosmos Memecoin airdrops were worth literal dust.
It turns out, the UWU Memecoin migrated to Solana and ran to a +50M valuation.
Given that I'm Sybilio and own A TON of Cosmos wallets (one of the main qualifying criterion), I literally missed out on a low 6 figures airdrop at the very least.
The fallacy of getting conditioned by numerous low-value airdrops, which made me fade the subsequent claiming process until it was too late.
It's like being conditioned by the bear, so you keep shorting BTC despite an obvious vibe/narrative shift and Blackrock bidding it to infinity.
Lesson
In Airdrop Land, you can't afford to fade ANYTHING; even if 95% of the projects you farm are very likely turds.
You miss 100% of the shots you don't take.
---------------
This is why I'll continue claiming those Scroll badges like a military general. There's always the off-chance that they'll get factored into the airdrop allocation of $SCRL. Especially considering that a lot of those badges have literally less than 2k users.
Apart from that, I'm providing liquidity for a plethora of Bitcoin Restaking Ponzis, even though a lot of them will likely result in 20-30% APR tops.
There's always the possibility that one of them will be an outlier and replicate Eigen or EtherFi (or zkSync).
The secret ingredient has always been to COVER ALL BASES and then make people believe you're an insider because you've literally done EVERYTHING humanly possible.
This inevitability makes you qualify for airdrop [X], as there is frankly no other criterion the project in question can use. You've literally done it all.
It's really that simple.
The reason for my absence can be summed up by the fact that there hasn't really been anything exciting to farm since Wormhole, LayerZero, zkSync, Starknet, Jito, Tensor, and all other high-profile projects airdropped.
By now you should know that I only shill what I farm.
It's without a doubt that the dubbed 'Golden Year of Airdrops' is behind us. It became glaringly obvious after the most diligent farmoors walked away with literal high 6 / low 7 figs by manually pressing buttons for months on end since April 2023.
A literal free money glitch that was obvious to act upon the second Arbitrum airdropped a ridiculous amount of governance power.
As predicted, it is now fully institutionalized and has reached critical mass as most participants are now fully aware of how the playbook works —— not to mention the proliferation of sophisticated bots entering the arena.
To add fuel to the fire, market participants smartened up. Coupled with financial nihilism, this makes them less likely to buy VC bags anymore. They would rather gamble their money on pristine, top-of-the-creme memetic derivatives.
You essentially got a deadly mix of:
- Valuation compression
- Hundreds of Memecoins and VC coins entering the market → altcoin dilution (look at BTC dominance)
- Not enough participants to bid them all (unlike 2021)
The result of it is that while Wormhole initially launched at $17B FDV, the more pristine interoperability solution - LayerZero - launched at $4B FDV.
→ Less immediate money into the pockets of VCs and day-1 unlock Airdrop farmoors.
---------------
The last few promising projects that can reach a multibillion valuation after the conclusion of the golden airdrop era now gatekeep you one way or another:
Monad
Social activity.
Berachain
NFT pristine.
Both have a MUCH higher barrier to entry than LayerZero & zkSync - by a wide margin.
The last remaining bastion of hope is Hyperliquid, but there you're gatekept by being late (and not taking action when I initially shilled it in August 2023).
To maximize point extraction for Hyperliquid now, you'll have to buy spot tokens which generally trend downwards, so you'll have to run the numbers if the points they generate outweigh the negative PnL.
Almost every other promising tokenless project has a points campaign running, and more often than not, LIQUIDITY is the name of the game (with a linear skew).
---------------
That being said
Not all hope is lost.
Niche, obscure, under-the-radar projects will continue printing... forever
Case in point
I didn't claim the UWU / Unicorn🦄 airdrop out of complacency and because the latest Cosmos Memecoin airdrops were worth literal dust.
It turns out, the UWU Memecoin migrated to Solana and ran to a +50M valuation.
Given that I'm Sybilio and own A TON of Cosmos wallets (one of the main qualifying criterion), I literally missed out on a low 6 figures airdrop at the very least.
The fallacy of getting conditioned by numerous low-value airdrops, which made me fade the subsequent claiming process until it was too late.
It's like being conditioned by the bear, so you keep shorting BTC despite an obvious vibe/narrative shift and Blackrock bidding it to infinity.
Lesson
In Airdrop Land, you can't afford to fade ANYTHING; even if 95% of the projects you farm are very likely turds.
You miss 100% of the shots you don't take.
---------------
This is why I'll continue claiming those Scroll badges like a military general. There's always the off-chance that they'll get factored into the airdrop allocation of $SCRL. Especially considering that a lot of those badges have literally less than 2k users.
Apart from that, I'm providing liquidity for a plethora of Bitcoin Restaking Ponzis, even though a lot of them will likely result in 20-30% APR tops.
There's always the possibility that one of them will be an outlier and replicate Eigen or EtherFi (or zkSync).
The secret ingredient has always been to COVER ALL BASES and then make people believe you're an insider because you've literally done EVERYTHING humanly possible.
This inevitability makes you qualify for airdrop [X], as there is frankly no other criterion the project in question can use. You've literally done it all.
It's really that simple.
For Bitcoin Restaking Ponzis, here's the current list I'm in:
Solv
BedRock
Pell
Lorenzo
SatLayer
PumpBTC
Corn
Symbiotic (you can deposit WBTC)
BitFlow/StackingDAO (via STX)
Out of that list, I believe Symbiotic, Corn, and Solv are the most promising.
If you're in so many protocols, you don't even have to sybil - you can simply deposit from a single wallet into all protocols and have the same effect.
Might also add a little bit of FBTC via Fuse and Mezo.
All of those will likely only net 10-20% APR, but you never know.
They're all liquidity-based.
Might do a post in the future of the airdrops I'm farming that are still tx-based, but there are honestly not many promising options left.
Solv
BedRock
Pell
Lorenzo
SatLayer
PumpBTC
Corn
Symbiotic (you can deposit WBTC)
BitFlow/StackingDAO (via STX)
Out of that list, I believe Symbiotic, Corn, and Solv are the most promising.
If you're in so many protocols, you don't even have to sybil - you can simply deposit from a single wallet into all protocols and have the same effect.
Might also add a little bit of FBTC via Fuse and Mezo.
All of those will likely only net 10-20% APR, but you never know.
They're all liquidity-based.
Might do a post in the future of the airdrops I'm farming that are still tx-based, but there are honestly not many promising options left.
For zkSync I only shilled liquidity providing as being a 'crucial factor' once or twice, and it was usually deeply buried into the comment section, so easy to miss.
Scroll Badges I've already mentioned 3-4 times, and my account grew massively ever since - so the alpha isn't really alpha given my size.
For LayerZero LPing didn't matter at all - was wrong there.
That being said, given how little participation Scroll badges have, still very much +EV, EVEN if the majority of the airdrop will go to Marks.
The fact that nobody is really taking action (akin to the UWU Airdrop) makes it very appealing.
Actually the below linked zkSync Liquidity, Paymaster, Omnibus (3/5 criteria) post has 200k views, yet nobody provided Liq? Interesting
Scroll Badges I've already mentioned 3-4 times, and my account grew massively ever since - so the alpha isn't really alpha given my size.
For LayerZero LPing didn't matter at all - was wrong there.
That being said, given how little participation Scroll badges have, still very much +EV, EVEN if the majority of the airdrop will go to Marks.
The fact that nobody is really taking action (akin to the UWU Airdrop) makes it very appealing.
Actually the below linked zkSync Liquidity, Paymaster, Omnibus (3/5 criteria) post has 200k views, yet nobody provided Liq? Interesting
https://x.com/CC2Ventures/status/1751446824760586639
https://x.com/CC2Ventures/status/1664392926233853953
Keep the upvotes low, preserve some edge and let me trench in euphoria upon airdrop claim once again
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