Projects launched DAOs and promised value accrual to token once protocol is profitable.But when protocol is profitable, suddenly equity gets the upside.As for tokenless projects like Kalshi, Polymarket, why launch token and give 60% - 70% of the tokens (and revenue) away when you can keep larger share to yourself via equity.Incentives are broken in crypto. ...

RT Ignas | DeFi (@DefiIgnas)Base app will probably get the largest share of $BASE airdrop.In retrospect, it would be the most obvious airdrop:Brian Armstrong and Jesse shill it all the time.And many are still lazy to sign up.https://t.co/AWoRzxglbA ...

RT Ignas | DeFi (@DefiIgnas)Wouldn’t be surprised to see BTC pump to $96k within 5 days.Dec 26 is the largest BTC options expiry: $93.8B on Deribit alone.And most open interest are around ~$96k.At that level, the most options expire worthless.Option sellers, mainly market makers and large desks, benefit there.As expiry approaches, their hedging and positioning can pull price toward that level.Pls do some crime here 🤞 ...

Store of Value (SoV) Potential - Broader acceptance of ETH as a Store of Value is the single biggest catalyst for its price appreciation [1] - The gap between those who see ETH as SoV and those who don't represents a significant upside potential [1] Catalysts and Complexity - Tokenization, Layer 2 solutions (L2s), and fundamental adoption are potentially positive catalysts for ETH [1] - These catalysts also introduce complexity to the narrative surrounding ETH [1]

Trump and Melania memecoins were terrible for our industry.We are paying for it now.But it gives them skin in the game to push crypto to win long term ...

Maybe it’s good crypto prices are subdued in the short term:Crypto quietly passes key regulation, Blackrock and others tokenize assets, and builders build key infrastructure for mass adoption.If crypto was as noisy as in 2020/21 with monkey NFTs in millions, multiple scams then we could face big backlash.Now, the public largely does not care what happens.And when critics start to care, it will be too late to change anything.Just a thought before going to sleep.Gn ...

Base app will probably get the largest share of $BASE airdrop.In retrospect, it would be the most obvious airdrop:Brian Armstrong and Jesse shill it all the time.And many are still lazy to sign up.https://t.co/AWoRzxglbA ...

Tbh, I am no options expert but Grok says it should work this way ...

Wouldn’t be surprised to see BTC pump to $96k within 5 days.Dec 26 is the largest BTC options expiry: $93.8B on Deribit alone.And most open interest are around ~$96k.At that level, the most options expire worthless.Option sellers, mainly market makers and large desks, benefit there.As expiry approaches, their hedging and positioning can pull price toward that level.Pls do some crime here 🤞 ...

Key Opinion - Broader acceptance of $ETH as a Store of Value is the single biggest catalyst [1] - The gap between those who see $ETH as a Store of Value and those who don't represents a huge upside [1] Potential Risks - Tokenization, L2s, and fundamental adoption might complicate the $ETH story [1]