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X @Ignas | DeFi
Ignas | DeFi· 2025-07-10 10:15
Pump has an allocation for "community."They can use it for liquidity mining, incentivizing token launches, live streams, etc.Revenue will shoot back up and likely increase $PUMP's valuation.Just know when to exit.Crypto Bitlord (@crypto_bitlord7):Pump fun revenue is down 99% so they’re doing an ICO.Do you understand what this means? ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-10 10:09
RT Ignas | DeFi (@DefiIgnas)@pgreyy Daring experiments:- $HYPE giving a huge airdrop to the community. No VCs- $BERA: Triple token model- $INIA: Enshrined Liquidity- $ENA: Experimented with restaked ENA, and as an L1 token- Katana: Opinionated defi chain, voting for liquidity- VELO/AERO: vemodel... ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-10 09:40
Tokenomics Analysis - $PUMP 的代币经济模型缺乏创新性,较为传统 [1] - 尽管代币经济模型平淡,但这不一定是坏事 [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-07-10 09:33
Tokenomics & Valuation - Revenue sharing mechanisms establish a lower bound for token price declines, but may also cap potential upside [1] - Evaluating tokens solely on revenue can limit upside potential [1] - Ethereum ($ETH) experienced this limitation when transaction fees decreased [1] - The industry should focus on narratives beyond revenue for the most bullish tokenomics [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-07-10 09:33
Token Valuation - Revenue share limits a token's upside potential, as evaluating a token based on revenue can restrict its growth [1] - Tokens without revenue can still trade at high valuations if they have a compelling narrative [1] Market Dynamics - Focusing on storytelling narratives is crucial for bullish tokenomics [1] - Uniswap ($UNI), despite giving 0% revenue share, trades at a $5 billion FDV (Fully Diluted Valuation), highlighting the power of narrative [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-07-10 09:26
Token Potential - Uniswap has strong branding and product [1] - The token ($PUMP) has the potential for revenue sharing in the future [1] - $PUMP can trade at a high value even without revenue sharing [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-07-10 09:23
$UNI gives 0% and still trades at $5B FDV.Tokens without revenue can still trade high if you have a great narrative to sell.Jack Kubinec (@whosknave):dudes on CT will ask why a business doesn't share 100% of revenue with holders of its cryptocurrency tokenthis industry man https://t.co/R9vKT7nIfN ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-09 19:10
RT DMH 🦇🔊🌊 (@DeFi_Made_Here)There is a non-zero chance that @0xfluid DEX will flip uniswap in volumes before v2 releaseIn the next 2 weeks we are releasing a new type of protocol on Fluid that will also operate as a DEX (v2 release is scheduled after the launch on Solana)V2 will become the biggest DEX by volumes this year yes or yes ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-09 19:09
Performance Comparison - Aave's price increased by 267% since last year, while Morpho's price increased by 8% [1] - Aave's Fully Diluted Valuation (FDV) is 350% higher than Morpho's [1] - Aave has 95% of its token supply circulating, compared to 32% for Morpho [1] - Aave has 100% of its tokens unlocked, compared to 17% for Morpho [1] Capital Efficiency - Each $1 of Aave's FDV supports approximately $370% of active loans, while for Morpho it supports approximately $170% [1] - Aave is nearly twice as capital efficient as Morpho when considering FDV relative to active loans [1] Tokenomics and Strategy - Aave is buying back $AAVE with real revenue [2] - Morpho is acquiring users through MORPHO emissions [2]
X @Ignas | DeFi
Ignas | DeFi· 2025-07-09 12:59
$ETH bulls are finally doing a good job hyping up the narrative. After years of cope.Ethereum has multiple bullish catalysts and still trades at just $2.6k, making it a great bet.I just hope $HYPE rips upwards violently before ETH does.I want to ride all the waves. ...