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SHIFT Protocol retweeted
The points market at @ShiftProtocol_ is still open for some last-minute (month) purchases!
Those points are effectively Shift-wrapped Extended points:
- completely redeemable at TGE as if they were normal Extended Points, you will receive the corresponding $XTEN tokens directly in your wallet, or be able to claim them on Shift (depending on how the TGE will be executed);
- no collateral is needed for buyers or sellers, the points are directly transferred and USDC is also directly transferred;
- trades are entirely guaranteed by Shift, the purchases are not capped at x2 and transfers are immediate and irreversible.
The ticker is $XTEN.
Coming November 2026. Tokenomics to follow from 31 October.
This communication is not an offer to claim XTEN.
SHIFT Protocol retweeted
Extended moves to @arc on Thursday.
Settlement migrates from Starknet to Arc on October 22 at 13:00 UTC. The migration is planned with no interruption to trading. Positions can still be liquidated during this time, so top up margin beforehand. Transfers between sub-accounts stay open.
Most accounts need to do nothing. Your account, sub-accounts, positions, orders, history, points and keys carry across unchanged. USDC migrates as native USDC, ETH migrates 1:1 as wETH, and Vault (XVS) balances and withdrawal rights are preserved.
If you hold more than $1 of USDT or wBTC in any sub-account, you must act by 12:00 UTC on October 21:
- Authorise the conversion in-app. USDT converts to USDC and wBTC to cirBTC at 1:1 during the migration, with no swap fees. Extended credits a 0.50% premium.
- Or withdraw both assets.
If you miss the deadline, your whole account will be restricted for up to 30 minutes on October 21 while Extended cancels orders, closes positions in the affected sub-accounts at mark price with no fees, and returns your USDT and wBTC to your login wallet.
Deposits and withdrawals will be paused for up to 2 hours during the migration.
Full details can be found in the documentation: docs.extended.exchange/about…
SHIFT Protocol retweeted
Or you can get paid to farm points:
- Lighter
- RiseX
- Extended
- Hibachi
- Arcus (soon)
all available on Shift
what it costs to farm one point on every perp dex right now?
@Lighter_xyz - ~$1-3
@variational_io - ~$10-12
@risextrade - ~$0.8-1.2
@arcus_xyz - ~$0.5-2
@extendedapp - ~$1.5
@hibachi_xyz - ~$0.15-0.25
@pacifica_fi - ~$0.2-0.25
@nadoHQ - ~$0.4-0.5
@entropyIO - no points yet
@QFEX - no points yet
what i'm doing right now:
my main focus is entropy. even without points i trade io pairs only, a couple of trades a day, and hold each one for 12-18 hours
i'm also farming lighter and variational the same way, and i want to keep my activity going on risex as well
the price is only half of the math. what matters just as much is what the point ends up paying later, and a cheap point on a perp dex nobody uses can still turn out to be a cheap zero
my plan is simple: fewer dexs, more size on each one, and more time in the position. points come from holding, not from grinding volume
SHIFT Protocol retweeted
It’s incredible how much innovation the guys at @ShiftProtocol_ are bringing to the space.
It’s genuinely sad to see them not getting the attention they deserve right now, probably partly due to the overall decline in perp DEX valuations compared to their peak (Variational being the exception).
I believe that with hard work and enough time, they’ll eventually get the recognition they deserve. 👏
New Feature: Shift External Points Marketplace
Shift Vaults pass over to their users 100% of the platform points they earn. Usually with a bonus on top:
- extUSD comes with a 10% Extended bonus
- Hibachi comes with a 30% Hibachi bonus
- risexUSDC comes with a 22.5% RiseX bonus
These points come in the form of Shift Wrapped External Points:
for example, 1 Extended Point that Shift earns through its vault, becomes 1 Shift Extended Point, distributed to our users. At TGE, these can be converted in the corresponding equivalent amount of tokens.
People want to be able to speculate on the future value of these points in an easier and safer way. There is demand and there is offer, but often people are scared or don't know how to handle pre-TGE OTC trades.
We heard your voice.
From today, Shift Wrapped Points can be traded directly for USDC on an orderbook-style marketplace. No escrow required, no waiting required.
Upon settlement of an order, you pay/receive USDC and the Shift Wrapped Points change owner immediately.
Come try it out: Extended and Hibachi points are already available, and soon we will add RiseX and Arcus points.
SHIFT Protocol retweeted
The state of yields in 2026 is the natural evolution of what it was last year: everybody wants to be a curator, and we are getting more and more RWA yield products on-chain.
I think most teams getting in the curation business will soon find out that the margins can be brutal (and will only worsen with the vertical increase in competition) and I expect that in late 2027 we will start seeing some teams abandon the field, with a few solid winners consolidating (not necessarily today's winners).
Who will win will need to bet on one or more of the following:
- a product edge
- own capital deployment
- exceptional ability in securing deals
There is a lot to build besides Morpho Vaults that distribute to targeted markets, and this doesn't only mean new and more venues and new type of products, but also think how the new technologies can empower your platform.
I have a clear idea of what we can build in the next years, there is much work to do.
The state of yields in 2025:
1. Users became even hungrier for yields after Ethena opened the door to tokenizing basis trades first.
2. This, plus yield speculation made available by Pendle (and soon on a whole other level by @boros_fi, from Pendle), brought the game to a whole other level, which now has billions in TVL.
3. The influx of billions in TVL compressed yields all across the space, with sUSDe yielding just slightly more than risk free (us bonds) and being forced to differentiate the capital.
4. Users, now addicted to high returns on sophisticated strategies made simple and disillusioned about the returns of LPing on a dex, especially on concentrated liquidity, are willing to take more and more risk. Users want yields so much that they are willing to deposit their money on a protocol managed by DWFLabs, despite them being notorious shady actors.
We at @SHIFTYieldFi are building on this hunger, with a precise North Pole Star in our mind: limited size for higher returns, exploiting pockets of new and persistent alpha.
Starting this week, we will begin to roll off the waiting list to prepare to give access to the first outside testers.
If you are:
- a power farmer
- a derivatives DEX interested in liquidity and volumes
- just somebody who knows DeFi well and is interested in trying the app and providing feedbacks
- literally just an interested user
Our DMs are always open.
SHIFT Protocol retweeted
One good thing of our vaults is that you are getting paid to farm points. We do not have the highest points turnout rate (we prioritize a balanced approach between yield and points) but all of our users got consistent > RFR yields (in some case 2x, 3x RFR) plus points.
And if you are a point maxi, you can always go all in our YTs.
everyone posts their perp dex points. nobody posts what they paid for them. so here's mine and the rest of the market
farm cost -> predict :
@Lighter_xyz - $2.4 -> $15-20. 7x
@risextrade - $0.6-0.8 -> $5. 7x
@arcus_xyz - $0.5-2 -> $5.5-9. 6x
@variational_io - $6-8 -> $30-42. 5x
@hibachi_xyz - $0.2 -> $0.2. 1x
@nadoHQ - $0.4 -> $0.4. 1x
@pacifica_fi - $0.2 -> $0.1. 0.5x
top 4 breakdown:
> Lighter: bear case $10, bull case $25+. comes down to the $LIT price and when the season ends. $2.4 is my own cost over 2 weeks
> RiseX: bear case $3, bull case $8+. cheapest points on the list right now
> Arcus: bear case $3.5, bull case $11+. nobody's cracked the most efficient strategy yet, so costs still swing a lot
> Variational: bear case $21-25, bull case $57+. the big unknown is total point emissions, the end date is just "Q4"
then there's @entropyIO. no points program yet, so no price. but whales, Hyperliquid founders and market makers are already on the leaderboard
anything at 1x or below and you're just donating to the protocol. the edge is in your farm cost, not the predict
what are you actually paying per point?
SHIFT Protocol retweeted
Inside Shift's most popular vault: ltLLP
Lighter's LLP market-making vault is one of the most popular yield products. However, accessing it and optimizing the returns are not always trivial.
To access LLP, users need also to buy and stake LIT, adding token exposure and another position to manage.
Shift's vault, ltLLP, brings those steps into a single product, expanding LLP's yield and granting its depositors optimized LLP access. Lighter's returns, made better, and automated management. ltLLP is designed for users who want LLP exposure with the staking and hedging work handled inside the product.
Shift's Track Record
Shift's ltLLP vault accrued over the course of its 224 days of existence an average lifetime APY of 9.57%, delivering a 5.76% ROI since inception to its day 1 depositors, with a minimal maximum drawdown.
How does ltLLP work?
ltLLP automatically manages the stake of LIT needed to access LLP, buying it, staking it and hedging it in order to achieve two results:
unlock the maximally optimal LLP allocation, given LLP target allocation and LIT basis returns;
manage the risk around LIT hedging in face of market volatility.
Returns come from LLP performance, LIT staking rewards, and funding on the LIT short. Funding can be received or paid, so it can add to returns or reduce them. Fees and execution costs also affect the result. Any points should the vault accrue, would be passed through in full to the depositors. ltLLP depositors are also eligible for Shift Points.
SHIFT Protocol retweeted
Glad to see a market-neutral strategy running on the RISEx book, with its yield now split and traded on Pendle.
New Pendle Pool: risexUSDC
We just launched our new Pendle Pool featuring risexUSDC, our @risextrade market neutral strategy, leveraging both
Maturity: 27th Dec 2026
LP earn 8x Shift Points, 1.3x Rise Points
PT capture both risexUSDC yield and additional fixed yield, while YT capture all Rise Points accrued by the corresponding vault shares.
At current prices, YT earn 62x RiseX Points and PT earn 15.08% Total APY.
As a reminder, the initial liquidity in the pool is limited (25% of the total vault), so if you're looking to trade PT/YT, we recommend to check the price impact and if meaningful, do the following steps:
1. Deposit in risexUSDC
2. Mint PT+YT via risexUSDC, instead of zapping directly
3. Sell the component that you do not want (sell PT into SY or YT into SY)
This will allow you to minimize the price impact compared to trading directly.
Access the Pendle Pool and Markets in Shift -> Tools -> Pendle Market: app.shiftprotocol.xyz/pendle…
SHIFT Protocol retweeted
New Pendle Pool: risexUSDC
We just launched our new Pendle Pool featuring risexUSDC, our @risextrade market neutral strategy, leveraging both
Maturity: 27th Dec 2026
LP earn 8x Shift Points, 1.3x Rise Points
PT capture both risexUSDC yield and additional fixed yield, while YT capture all Rise Points accrued by the corresponding vault shares.
At current prices, YT earn 62x RiseX Points and PT earn 15.08% Total APY.
As a reminder, the initial liquidity in the pool is limited (25% of the total vault), so if you're looking to trade PT/YT, we recommend to check the price impact and if meaningful, do the following steps:
1. Deposit in risexUSDC
2. Mint PT+YT via risexUSDC, instead of zapping directly
3. Sell the component that you do not want (sell PT into SY or YT into SY)
This will allow you to minimize the price impact compared to trading directly.
Access the Pendle Pool and Markets in Shift -> Tools -> Pendle Market: app.shiftprotocol.xyz/pendle…
SHIFT Protocol retweeted
Top projects that can bring real volume to Lighter
> LongX - @longdotxyz
> Pons - @ponsdotfamily
> Bankr - @bankrbot
> SHIFT - @ShiftProtocol_
> Atoma - @atoma_fi
> Lighter AI Agents
Why this matters:
LongX mints 3x tokens through Lighter perps.
Every mint, redeem and rebalance hits their book.
Pons and Bankr can launch memes against those tokens, not just raw NVDA.
That means launchpad hype starts flowing into Lighter too.
SHIFT and Atoma don't trade once and leave.
They hedge on Lighter every day.
And the agents just sit on the live book and trade it themselves.
Chart from @WuBlockchain
Lighter just keeps growing.
It looks like @longdotxyz will launch LongX tomorrow, which will allow for pairing coin launches to @Lighter_xyz perp tokens
Volume is about to absolutely explode for Lighter on RH
It's ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2
SHIFT Protocol retweeted
And in case you don't like YieldBasis + scrvUSD exposure, you can always opt for @ShiftProtocol_'s ltLLP, which is the straightforward way of this trade.
SHIFT Protocol retweeted
It's a good start.
In the last year we experimented a lot with various formats, venues, platforms and risk management frameworks.
Going forward we're going to be much more selective and focused on perfecting our product line, and it's thanks to responsive and professional teams like @risextrade, @apoorv1 and @sashaaa that decisions like these are possible.
SHIFT Protocol retweeted
10/10
Bridge $USDC, USDR, $ETH, or $wBTC into RISE to:
- Buy XLP on the AMM DEXs
- LP XLP/USDR
- LP USDC.e/USDR
- Pre-deposit into basis trade vaults on @ShiftProtocol_
- Play @4thekingdom_xyz
SHIFT Protocol retweeted
6/10
@ShiftProtocol_
Fully onchain basis trade vaults built on RISEx perps. Pre-deposit vault is now live.
xitter.cf/ShiftProtocol_/status/…
risexUSDC is LIVE
Pre-deposits are now open for risexUSDC, our new vault on @risextrade
The initial cap is only $100k, deposits via USDC on Ethereum.
risexUSDC is a market neutral vault, leveraging basis and RiseX's flagship XLP liquidity vault as yield engines.
SHIFT Protocol retweeted
It's hard to keep track with all the perp dexs and sometimes it's also a pain in the ass to manually manage dn positions.
These days I focus on active trading on 1/2 venues, and for other things where I feel like I want some upside, but I can't spread myself thinner in terms of attention, I just deposit on Shift.
Disclaimer: am investor in Shift
risexUSDC is LIVE
Pre-deposits are now open for risexUSDC, our new vault on @risextrade
The initial cap is only $100k, deposits via USDC on Ethereum.
risexUSDC is a market neutral vault, leveraging basis and RiseX's flagship XLP liquidity vault as yield engines.
SHIFT Protocol retweeted
New Week, New APYs
Once again, hibaUSD blasting past 15% and ltLLP having a strong week. We're soon upgrading extUSD to v2: better yields, better UX.
SHIFT Protocol retweeted
For all of you non-USD stablecoins lover, shiftEUR vault dropping tomorrow. First of a series of new products that are not exclusively based on perp dexs.
SHIFT Protocol retweeted
Golden defi Is back with @ShiftProtocol_
SHIFT Protocol retweeted
This is what DeFAI could look like at most 1 year and a half ago. Today, we have open weights models capable of frontier-like outputs, able to manage swarms of sub-agents, at a fraction of the cost.
Your agents are able, with the right guardrails, to make critical decisions and more importantly react to the changing conditions around them, timely and efficiently.
However, nobody is watching and now everybody is thinking about bringing crypto to AI to somehow improve it, going from decentralized inference (useful) to straight out rugs once again.
You can do wonderful things with AI in crypto already, and it's going to be up only.
DeFAI's market cap is under $1 billion, but I anticipate it could reach $25–$50 billion by the end of 2025. Here's why:
In his DeFAI manifesto, @danielesesta highlighted how AI can drive a DeFi renaissance by tackling challenges like cross-chain fragmentation, liquidity, and user experience. Even before "DeFAI" was coined, projects like @griffaindotcom, @neur_sh, @AIWayfinder, and @HeyAnonai have been racing to launch usable products.
