Investment Thesis - Quanto, with a ~$9 million fully diluted valuation (FDV), presents a high-risk, high-reward investment opportunity in the perpetual futures exchange market, potentially offering 20x+ returns [1] - The core innovation lies in allowing users to deposit a wide range of crypto assets as collateral for trading perpetual futures, differentiating it from competitors like $HYPE, $DYDX, and $GMX [1][3][17] - The $QTO tokenomics, featuring a burn mechanism where 70% of fees are used to buy and burn $QTO, aims to create a deflationary effect and drive value accrual [5] Tokenomics and Flywheel Effect - Quanto's design incorporates a reflexive $QTO flywheel: fees are used to buy and burn $QTO, potentially burning 12% of the total supply and 20% of the circulating supply annually [5] - The remaining 30% of fees are allocated to the native liquidity providing vault (QLP), similar to GLP or HLP, supporting QTO liquidity [6] - Winners on the platform earn $QTO, and if the losing trade uses non-$QTO collateral, that collateral is automatically sold to buy $QTO, creating on-chain buying pressure [7] Risks and Considerations - The platform's support for a large set of smaller cap coins introduces the risk of market manipulation [12] - The reflexive nature of the $QTO flywheel can work negatively if $QTO price or trading volume declines [13] - Despite the risks, the unique functionality of allowing any coin as collateral provides a strong base of users [13] Competitive Advantages - Quanto's key differentiator is its cross-margining system, enabling users to deposit virtually any crypto asset as collateral to trade perpetual futures [3][5][17] - This feature unlocks capital efficiency and allows trading of a wider range of assets, including memecoins and altcoins [3] - If Quanto were to grow volumes and catch up to competitors, it would be a 19x to GMX's market cap and a 58x to DyDx's market cap from it's current $8 million FDV [17] Financials and Metrics - Since its launch on July 12th, Quanto has generated 25 million $QTO from fees, with 175 million $QTO burned (70% of fees), equating to approximately 330 thousand $QTO burned per day [15] - Annualizing this burn rate results in 120 million $QTO burned per year, representing 12% of the total supply or 20% of the circulating supply [15]

RT VIKTOR (@thedefivillain)If people are excited about the buybacks on $HYPE or $PUMP, they should have a look at the $QTO buybacks :The buyback wallet bought $800k of $QTO over the last 30 days (verifiable on-chain)... on a $12M market cap coinAnd all of this is happening while the volume on @quanto is still quite small, which means it could easily go up multiples.I love this asymmetric setup, so I am obviously very long $QTO ...

RT Quanto (@quanto)It’s been 4 weeks since launch, and we’re only just getting started. Here's what's next:So far:• ~$1.98M in $QTO buybacks• ~1.3% supply burned forever• Live on-chain Proof of Reserves• Full token & platform analytics• Loans on staked QLP tokens• Looping on QLP loans to maximize yield• $QTO / $SOL Raydium LP tokens available as collateral• Platform liquidity upgradesWhat’s next:• Mobile app (iOS + Android)• Solana Trading Terminal• Major new partnerships• NFTs as collateral• Continued web ...

Token & Platform Integration - Quanto's native token, $QTO, is now verified on Jupiter Exchange [1] - $QTO is available for trading on Jupiter Exchange with capital efficiency [1] Company Announcement - Quanto (@quanto) announced the Jupiter verification of its token $QTO [1]

Protocol Overview - Quanto's protocol fees are paid in $QTO, and losses are repaid in $QTO, potentially driving up the token's value [2] - Every losing trader has to buy back QTO, every winning trader doesn't want to sell QTO [2] - Over $500 thousand in buybacks and approximately 1% of the $QTO supply burned in the first 2 weeks [2] - The protocol supports 400+ assets as collateral [2] - A spot terminal is coming [3] Tokenomics - $QTO is designed to increase in value through buybacks and burns [5] - 70% of the token supply was burned, and 30% is allocated to QLP stakers [5] - Liquidations on non-$QTO collateral result in market buybacks of $QTO [5] Investment Potential - At a $15 million market cap, the protocol is considered a potentially high-reward investment, with the possibility of a 10-100x return ($150 million - $15 billion), representing 03%-3% of Hyperliquid [4] - The protocol had a fair launch at $5 million [5] Key Features - The protocol offers a non-extractive rewards program with rebates [6] - Implemented proof of reserves ensures transparency into all holdings [6] - Capital efficiency allows users to deposit long-term holdings as collateral for trading [7]