Grvt

Pagu 파구정보1d ago

The problem is... this wasn't just a CPM issue. In Lighter's case, even if you sold at the lowest point of $0.7, it wouldn't have been a loss at CPM $432. EdgeX sold at $1 at CPM $173, which is pretty decent even with a 24% loss. Backpack's problem is turning at the lowest point of $0.14, but with CPM of $78, it was over 50% loss. If you had just dumped it at $0.3, you'd have broken even — that's crazy, and saying you should have waited is nonsense since it was going to pump anyway. GRVT had a decent CPM of $167, and if you could have sold everything at the $0.24 price the pargu sold at, you'd get 2x returns, but the problem is only 40% was vesting, so there's still a long way to go, and you don't know when the price will drop. Of course, if you cash out now at $0.2 or hedge at the current $0.22, profits are guaranteed, but no matter what you do, it'll pump, and no matter what you don't do, it'll dump. Ugh, 'pargu' anyway. Looking at perp DEXs lately: Ondo Perps — the USDC they're giving now is just trading subsidies, and if they gave $ONDO as points? That's the slender hope I'm doing it with. Arcus — packed tight. Everyone made noise way too quickly. It benefited from Robinhood investment and Robinhood Chain activation. But the airdrop being distributed to dYdX users and recently sketchy behavior and Robinhood Chain gradually losing novelty as people lose interest could be negative variables. Usually these tight starts do well early, but aren't easy. Robinhood Lighter — 11M $LIT allocation. Whether it stretches long is the key question, but if it goes until next February, at $3 $LIT, points are $10 / if it ends in December, points are $16. Right now pargu is mining about $5.5 per point. I don't think there'll be losses. Entropy — Initially I thought how they could compete with TradeXYZ, and that view still holds, but since Trade doesn't do airdrops anyway, there's potential. $14M investment led by Ribbit isn't dog names or anything. Recent cumulative trading volume is around $2B too. Pretty decent I think. They haven't opened the points system yet. Rise — This feels like a famous restaurant everyone already knows about. But still pretty decent.

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