TLDR Crypto · MISCELLANEOUS

FELIX: DUBIOUS SPECULATION

links.tldrnewsletter.com7 min read

Summary from the TLDR Crypto newsletter

Felix's weekly points program currently awards ~2.5–2.8k USD per point, translating to an estimated 21-40% APY on the capital deployed, depending on assumptions around total point inflation and airdrop share. Even conservative models (<20% airdrop over 20 weeks) imply ~$11/point and a $120M token distribution, while more realistic scenarios (30% airdrop over 15 weeks) push that to ~$21/point and ~$180M total. Latecomer users farming ~94 points/week could net ~$5.9k–$8.8k in airdrops on a $60k position, before accounting for lending yields or referrals. Smaller portfolios (< $20k) may find the entry cost too high, but larger holders can lock in attractive yields and leverage Felix's broad integration with HyperEVM protocols.