Ignas | DeFi
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Ignas | DeFi· 2026-08-20 20:14
Yep, broad altseason isn't a thing anymore.While BTC, ETH, HYPE, LIT etc are mooning multiple tokens get no bid like:- GRASS (team doesn't care about the token)- STABLE (wannabe stablecoin chain. Scam)- KAITO (despite Aura launch)- XMR is surprising as $ZEC is doing wellIt's a traders market. A more mature one where research pays off. ...
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Ignas | DeFi· 2026-08-20 09:25
I clearly remember preference for ETH last cycle.Now, very few people around me actually hold ETH. They capitulated on it. Including very famous names on CT.I also cut the % of ETH in portfolio.So ETH-arc trade outperforming everything would be entertaining ...
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Ignas | DeFi· 2026-08-20 09:21
Focusing on these few assets is super bullish:Finally attention and money inflows can focus on ~10-15 assets that matter instead of spreading cash thin on useless tokens.We could run longer and higher.This would be the 1st stage of the bull run.Eventually we'll be so rich that putting 10% of our gains to some shitcoins for gambling will create a glorious altcoin rallyNone (@None):Big shift in CT mentality vs last cycle:CT advice now is holding majors: btc, eth, sol... plus rev share tokens hype pumpIt's the ...
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Ignas | DeFi· 2026-08-20 09:10
Big shift in CT mentality vs last cycle:CT advice now is holding majors: btc, eth, sol... plus rev share tokens hype pumpIt's the opposite of previous bull run positioning. Few expected BTC to outperform ETH and loaded up with alts that went nowhere. ...
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Ignas | DeFi· 2026-08-19 22:30
RT None (@None)Revenue sharing is the current meta but staking-for-perks should factor into your thinking too.Take Marc. He is an ideal crypto user:because he 1) likes/uses the product and 2) stakes the token to access extra perksThe Lock-for-perks mechanism creates a buying demand and rewards HODLing.HYPE and VVV are sexy coz they manage two advantages: revenue buybacks and perks (staking HYPE gives you lower fees).But some projects don't have super high revenue but still give perks:Backpack's $BP lowers f ...
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Ignas | DeFi· 2026-08-19 20:56
$ETH pumping like the market finally realized it's the institutional adoption story ...