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X @Ignas | DeFi
Ignas | DeFi· 2025-07-09 00:20
RT Ignas | DeFi (@DefiIgnas)$AAVE vs $COMP since 2021:- $AAVE +447%- $COMP -61%AAVE is now 10x the market cap of $COMPSurprisingly, both trade at same FDV-to-TVL ratio as Compound TVL stands at $2.6b vs Aave's $26BBut Compound's growth has stagnated: Aave's TVL reaching ATL while Compound hasn't grown for 2 years straight.This is despite a controversial decision to launch Polygon vaults using rival Morpho's tech after a Gauntlet-proposed deal.Goal was to capture Aave’s marketshare after it left Polygon mark ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-08 19:25
RT mariaa.eth 🐸 (@MariaShen)5/To meet this demand for truly global financial services, a system must be:– Accessible globally (no geographic gatekeeping)– Safe for institutions (security + regulatory clarity)– Resistant to gov't interferenceEthereum delivers all three. https://t.co/z2hNWaejiD ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-08 18:54
Partnership Overview - Phantom and Hyperliquid collaboration creates a synergistic relationship [1][2] - Phantom provides a user-friendly front-end application for Hyperliquid's backend [2] - This composability positions Hyperliquid as superior to centralized exchanges (CEXs) [2] User Base and Market Focus - Hyperliquid's web interface caters to decentralized finance (DeFi) professionals [2] - Phantom targets fee-insensitive retail users, particularly those interested in memecoin trading [2] Product Offering - Phantom introduces "Phantom Perps" offering long and short positions [2] - Phantom Perps supports 100+ markets with up to 40x leverage [2] Liquidity and Growth - Increased adoption of Hyperliquid by front-end applications boosts its liquidity [2] - The report highlights the principle that liquidity attracts further liquidity [2]
X @Ignas | DeFi
Ignas | DeFi· 2025-07-08 14:26
$INK will airdrop 1% of the token supply to $VRTX holders.Instead, Vertex will stop trading on all current EVM chains to launch a new protocol version for Ink.Weirdly, Vertex was a founding-member protocol on Polygon's new Katana chain.As an Opinionated DeFi chain, Katana decides where the funds and rewards flow to optimize for yield and liquidity.Vertex was one of the three protocols pre-selected, together with Sushi and Morpho.So, is Vertex going to Ink and ditching Katana? And which other protocols will ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-08 14:17
VRTX is down on the news.Damn... https://t.co/sZ4vUleoLh ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-08 12:23
For years, critics called crypto as nothing more than a Ponzi scheme.Sure, early DeFi had quite a few memorable liquidity games.But with TradFi Crypto Treasuries, we might just succeed in the most epic Ponzis of all time. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-08 12:18
$AAVE vs $COMP since 2021:- $AAVE +447%- $COMP -61%AAVE is now 10x the market cap of $COMPSurprisingly, both trade at same FDV-to-TVL ratio as Compound TVL stands at $2.6b vs Aave's $26BBut Compound's growth has stagnated: Aave's TVL reaching ATL while Compound hasn't grown for 2 years straight.This is despite a controversial decision to launch Polygon vaults using rival Morpho's tech after a Gauntlet-proposed deal.Goal was to capture Aave’s marketshare after it left Polygon market.The deal included paying ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-08 10:46
Research Resources - Curated list of established crypto news media for signal catching [1] - Compilation of protocol and sector deep dives from various sources [2] - Collection of data-driven narrative research platforms [2] - List of resources for traders and degens [2] VC Insights - VC research sources, noting potential bias but valuable insights [2] - Mentions of VC firms providing research and market updates [2] - Highlights of VC firms covering regulation, tokenomics, and stablecoins [2] Independent Bloggers - Inclusion of independent bloggers for diverse perspectives [2][3] - Invitation for users to share additional blogs/research in the comments [3] Market Analysis - Monthly market reports and data dashboards resources [2] - CEX research for beginners and degens alike [2]
X @Ignas | DeFi
Ignas | DeFi· 2025-07-08 05:38
Wonder where to buy this not-a-suit but a jacket?Should share a referral actuallyFhantom Bets (@FhantomBets):It's now July 7th, and the market is set to resolve tomorrow at 8PM ET.By then, around half a million dollars will have been incinerated by traders piling in to buy, pump, and band together on “Yes”, all in an effort to ‘defeat the whales’, ‘protect the truth’ and ‘save https://t.co/MHqEK2XkEi ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-08 05:34
This post will likely generate my good stimmy from Elon ...