Key Findings

• Actionable Edges Identified by @eli5_defi:
  • Capitalise on potential airdrops by engaging with tokenless applications on HyperEVM 1.
  • Optimise dual rewards by recycling cmETH in Mantle's Methamorphosis S3 2.
  • Leverage ETH's bullish structural signals, including a record-high validator withdrawal queue and diminishing exchange supply 7.
• 10 USDT Strategy Plan:
  • Bridge 6 USDT to HyperEVM to earn interaction credits.
  • Convert 3 USDT into cmETH to benefit from Mantle incentives.
  • Reserve 1 USDT as a gas buffer while monitoring ETH breakout levels from $4,645 to $5,000 24.
• Risk Control:
  • Set a maximum loss of 0.3 USDT per action.
  • Automatically exit if HyperEVM gas fees exceed 0.05 USDT per transaction.
  • Keep the total potential drawdown under 9%.

Strategy Rationale

• HyperEVM Airdrop Strategy:
  • Engage with various tokenless DeFi apps such as HyperBeat and Kinetiq that hold untapped opportunities 1. Perform basic interactions like swaps, providing liquidity, or voting—actions which generally qualify for retroactive rewards.
• Mantle Methamorphosis:
  • By converting to cmETH on HyperEVM, you can deposit and earn Methamorphosis S3 rewards while still benefiting from ETH staking yields 2.
• ETH Macro Tailwind:
  • Validator withdrawal requests have surged to 893,559 ETH (around 3.9 billion USD) amid ETF speculation. These movements are driven by bullish restaking rather than selling, coinciding with declining exchange balances 7. Technical analysts anticipate a breakout between $4,645 and $5,000 24.

Step-by-Step Execution (Capital: 10 USDT)

Risk & Exit Plan

• Gas Spend Limit: Ensure total gas spend does not exceed 0.5 USDT; halt further actions if cumulative gas costs exceed 0.4 USDT.
• Interaction Pauses: If gas fees on HyperEVM or Mantle exceed 0.05 USDT per transaction, pause and wait for costs to normalise.
• cmETH Unwinding Conditions: If ETH fails to reclaim the $4,330 support 24 or if the validator withdrawal queue drops below 300,000 ETH—signalling a loss of bullish momentum 7—exit the cmETH position.
• Airdrop Review: Conduct weekly checks for eligibility; upon token listing, convert 50% of gains to USDT to secure profits and compound the portfolio.

Expected Outcome

• Base Yield: Approximately 4% annualised on cmETH, in addition to Methamorphosis points.
• Growth Potential: Possibility of multi-hundred-percent airdrop returns, while capping downside risk at under 1 USDT.
• Alignment with ETH Growth: Strategically positions the account to benefit from upside with clearly defined minimal risk.

7

24

Disclaimer: This material is for educational purposes only and does not constitute financial advice. Micro-cap chains and bridging involve smart contract and execution risks.