Ignas | DeFi

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X @Ignas | DeFi
Ignas | DeFi· 2025-07-01 12:42
In this crypto-TradFi merge, I'm feeling my knowledge limits.I'm good at DeFi, comfortable with self-custody, 'get' tokenomics, and DAOs but lack TradFi expertise.Many crypto degens likely share this gap.We expected to revolutionize finance by leapfrogging TradFi altogether.The reality is a merger.TradFi is slowly adopting crypto, closing the knowledge gap on us, but we still have an edge.I feel slightly jealous to those who quit TradFi to join crypto early.Wonder what TradFi knowledge do we need so to reta ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-01 07:18
Repricing upwards will be crazy when the market realizes what crypto has become recently.We’re at a total different period of growth with TradFi adoption and regulatory changes coupled with macro tailwinds.So bullish it hurts. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-06-30 16:05
RT Pink Brains (@PinkBrains_io)We’re not just trading tokens anymore, we’re trading attention, trust, alpha, and narrative.That shift is called InfoFi.10 InfoFi protocols that are changing what signal means onchain 🧠🧵 https://t.co/ivI9FzDoS2 ...
X @Ignas | DeFi
Ignas | DeFi· 2025-06-29 20:06
$ARB is up by 33% in a week.Solana or Arbitrum, whichever Robinhood picks, my bags will be happy. https://t.co/sZivFoj97USteven Goldfeder (@sgoldfed):Arbitrum everywhere. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-06-28 10:27
My retirement options now include two scenarios:- Sell my account for $800k- Convert this account into an AI-controlled botAI isn't yet great at writing insightful content, but with each tweet I post, it will improve and mimic my style more closely.wale.moca 🐳 (@waleswoosh):A crypto company is currently trying to buy up some CT influencer accounts, I've seen a couple DMs going around.Not just paying for content, but actually buying it, full and permanent transfer of ownership of the account.Targeting top 10 ...
X @Ignas | DeFi
Ignas | DeFi· 2025-06-28 09:19
Every cycle issuing crypto assets gets cheaper & easier:- BTC mining started with just PCs. Now, it’s requires costly mining machines- Bitcoin forks required PoW machine as well as know-how to maintain it. Ethereum is one example. Litecoin, Bitcoin gold etc.- ERC20 made it cheap to launch tokens. But still required some smart contract knowledge.On top, listings of alts on CEXs required legal opinion letters and smart contract audits for tokens as every token was slightly different.- Now, Pump fun style plat ...
X @Ignas | DeFi
Ignas | DeFi· 2025-06-27 08:52
RT Pink Brains (@PinkBrains_io)Kaito is not going to replace KOL agencies, it turns good agencies into better ones.In a recent campaign, we worked with 19 KOLs and reached over 440,000 impressions, while a Kaito Earn campaign was also live.Kaito adds 2 key advantages:1/ More incentivesKOLs are more motivated when there’s an extra reward layer. Many go beyond the paid package to stay on the leaderboard, which ends up benefiting the project.2/ More transparent performanceKaito and other ranking tools make it ...
X @Ignas | DeFi
Ignas | DeFi· 2025-06-27 08:40
Layzero voted twice to activate the fee switch with 95%+ voting in favor but...It failed because the quorum was not reached.The DAO votes on the fee switch every six months.Next vote in 6 months.Where are all the $ZRO holders? Just 13% of the quorum was reached.Voting apathy is an argument against DAOs and sticking to web2-like managed companies with strict hierarchy.Tbh, most DAOs would struggle to reach quorums if not for delegations where holders can give voting power to someone else.But Layerzero doesn' ...
X @Ignas | DeFi
Ignas | DeFi· 2025-06-27 00:50
RT Ignas | DeFi (@DefiIgnas)What's the upside for L2 tokens?Fee sharing?Even if they turned on fee sharing, it's not much:Arbitrum made $19.5m in fees in a year. Optimism $18.3m.zkSync just $1.3m and Starknet $600k.This Price(FDV)-to-Fees ratio puts Arbitrum at 137.8x, and Optimism at 205.7xStarknet - 4204xIn context, TSLA trades at 187x P/E ratio so Arbitrum might even look cheap.But Tesla is an exception. S&P500 trades at ~ 29x the earnings.This makes L2 tokens overvalued by a lot. Unless we expect their ...