Ignas | DeFi
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X @Ignas | DeFi
Ignas | DeFi· 2025-11-20 14:28
BTC ETFs saw positive inflows yesterday.+$75M USD.Institutions, smart retail are buying. https://t.co/s0Nux4tNqM ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-19 21:23
NVDA beating quarterly revenue saved BTC & Crypto.I won't miss this period of crypto, for sure. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-19 16:09
Another day another crypto dump.Nothing new. Just another day in a bear market. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-19 11:05
You'd think with all the exploits in DeFi, insurance would be huge.It's not.Nexus Mutual remains the only real player with $144m TVL. Everything else like Cover protocol already died.I guess, insuring 4% yields at 1.4% to 2% cost isn't attractive to still retail driven crowd.And now protocols just build their own insurance pools anyway (Aave's $1m deposit insurance).Interesting thing is $NXM trades unlike 99% of alts: it's actually up YTD and manage to 2x since 2023.But is still relatively low at $138M FDV. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-19 09:51
I am scared https://t.co/oDVAqhS3utSolid Intel 📡 (@solidintel_x):INTEL: Vitalik Buterin warned at Devconnect that quantum computing could break elliptic curve cryptography before the 2028 U.S. presidential election, urging $ETH to transition to quantum-resistant cryptography within the next four years ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-19 07:30
RT Ignas | DeFi (@DefiIgnas)My top narratives with real strength that are still early despite initial hype:- Prediction markets- RWAs/Tokenization- Low-risk DeFi- ZK/Privacy- Crypto x AI merge- Global payments ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-19 06:30
RT Ignas | DeFi (@DefiIgnas)Put @santiagoroel crypto thesis into this box.Took the framework from @mattigags, inspired by Peter Thiel's thinking. It’s one of the cleanest ways to check how you see the market.What you put in each quadrant reveals your whole crypto worldview.You should spend 30 mins to build your own version.It forces clarity on what you think is true, what is false, and what the market hasn’t priced in yet.The non-obvious truths and lies are much more difficult to identify, but they offer in ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-19 06:00
RT Ignas | DeFi (@DefiIgnas)The 10% SoV Law:- Gold: $28.3T MC- BTC at 10% of gold = $141k (+52%)- ZEC at 10% of BTC = $17.4k (+2725%) ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-18 22:30
RT Ignas | DeFi (@DefiIgnas)Seeing full capitulation on alts across CT and in my DMs.People skipped BTC early in the cycle expecting the old playbook to repeat.But new money didn’t touch the old, boring tokens. First, we got rekt on low-float, high-FDV tokens.Then on memecoins.DAT trades weren’t any better.Retail expected Saylor 2.0 companies, but instead we became exit liquidity for insiders.But as all looks lost, the altcoin playbook is changing:5 of the top 10 lending apps are buying back their tokens.Un ...