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X @Ignas | DeFi
Ignas | DeFi· 2025-07-03 08:05
RT Ignas | DeFi (@DefiIgnas)Points are live.Axiom docs states that trading & quests earn rewards and "possible future airdrops." Yep.Don't forget to claim your XP on the rewards page.Get 10% discount on trading fees with my referral: https://t.co/2fCFo6O5ik ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-03 07:54
Referral Program Analysis - The referral program anonymizes user sign-up information and wallet addresses [1] - The company encourages the use of referral links to maximize airdrop opportunities for all participants [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-07-03 07:49
Disclaimer: this is not a paid posts and I have not talked with anyone from the team.Stats just don't lie: Axiom dominates 60% of the trading platform market share.It just seems a great next airdrop, perhaps inly challenging $POLY by Polymarket and $PUMP itself. https://t.co/vN2z4l5doG ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-03 07:49
Market Competition - Axiom is considered Pump fun's primary competitor in the market [1] - Axiom consistently generates more daily fees than Solana [1] Company Performance & Backing - Axiom is backed by YCombinator and achieved \$100 million in top-line revenue faster than any company in YC history [1] - Axiom reached \$100 million in revenue faster than Cursor, which took 12 months [1] Business Strategy & Goals - Axiom aims to facilitate trading of any asset on any chain, yield protocol, and wallet tracking [2] - Marketing is primarily driven by word-of-mouth and referrals [2] Token & Airdrop - A points campaign is active, rewarding trading, quests, and referrals [2] - There is speculation about potential wash trading to qualify for the token airdrop [2]
X @Ignas | DeFi
Ignas | DeFi· 2025-07-03 00:00
RT Ignas | DeFi (@DefiIgnas)- Layer 2s acquire $ETH for their treasury.- The treasury is owned by L2 token holders, such as $ARB or $OP.- L2 tokens are sold for $ETH until assets under management align with the L2 token market cap.- L2 tokens become investible.Implementing a strategy playbook for L2s is a smart move :)Problem 1: L2s don't generate enough fees to buy back enough $ETH, but selling L2 tokens works.Problem 2: Can token holders efficiently manage the $ETH treasury within a DAO model? ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-02 20:50
RT Ignas | DeFi (@DefiIgnas)I won't buy tokens from teams that disregard them.For many founders, tokens mattered when:1) They needed funding2) They needed to boost adoptionAfter that, tokens became a liability.Then they're surprised by community anger over poor price performance. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-02 17:06
Remember how it feels refreshing your portfolio every 5 minutes?Soon. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-02 12:17
Wait, did @VitalikButerin actually use my tweet during his presentation?!Is this real life?Mom?LobbyFi (@lobbyfinance):@VitalikButerin thinks LobbyFi is badsigh https://t.co/fFWnkz8pyl ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-02 11:57
In any case, if Ethereum and ETH fail, Ethereum's L2s and their tokens are valueless.Aligning incentives is a win-win. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-02 11:56
L2 Strategy & Tokenomics - L2s face challenges in generating sufficient fees to buy back enough ETH, suggesting a need for alternative strategies like selling L2 tokens [1] - Selling L2 tokens can help L2s acquire ETH for their treasury [1] - L2 tokens are sold for ETH until assets under management align with the L2 token market cap, making them investible [1] Treasury Management & DAO - The treasury, containing ETH acquired by L2s, is owned by L2 token holders (e.g., ARB, OP) [1] - Efficient management of the ETH treasury within a DAO model is a key consideration [1] Strategic Imperatives - L2s should compete to own ETH, the asset they are building on [1] - The industry emphasizes the importance of L2s owning ETH to prevent Wall Street from acquiring it all [1] - ETH is viewed as a world reserve asset [1]