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X @Ignas | DeFi
Ignas | DeFi· 2025-11-18 22:19
Sorry Phantom, you're great... but Jupiter Wallet is MUCH better.- DeFi portfolio- Token info- PnL calculations- Not cluttered with non-Solana assets (Got Rabby for that)Why did it take me so long to switch?(Not sponsored. I post for likes & clout) ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-18 19:28
Emerging Trends in Crypto - Prediction markets are identified as a strong narrative with early potential [1] - RWAs/Tokenization (Real World Assets/代币化) shows significant promise [1] - Low-risk DeFi (去中心化金融) is highlighted as a key area [1] - ZK/Privacy (零知识证明/隐私) technologies are gaining traction [1] - Crypto x AI merge (加密货币与人工智能融合) represents a developing trend [1] - Global payments within the crypto space are considered a narrative with real strength [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-11-18 18:27
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 insight in what is likely to h ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-18 17:56
Market Valuation & Potential - Gold's market capitalization is $283 trillion [1] - Bitcoin at 10% of gold's value implies a price of $141 thousand, a 52% increase [1] - Zcash at 10% of Bitcoin's implied value suggests a price of $174 thousand, a 2725% increase [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-11-18 15:50
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 ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-18 14:35
BTC at $92k means we can celebrate crossing $100k one more time 🚀 ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-18 11:01
Quantum Computing Risk - Long-term Bitcoin holders are dumping their holdings due to quantum computing risk [1] - A quantum computer could potentially break the private keys of 20-30% of Bitcoin [1] - This poses a US$500 billion 'science prize' to whoever builds the computer that breaks the encryption [1] - Bitcoin protocol may fail due to lack of leadership and potential quantum hacks, destroying confidence [1] Market Sentiment - Some in the DeFi sector dismiss quantum computer concerns as FUD (Fear, Uncertainty, and Doubt), comparing it to Tether FUD [2]
X @Ignas | DeFi
Ignas | DeFi· 2025-11-18 11:01
Financial Time experts in the comment explain: https://t.co/bwN2ubSDWI ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-18 10:20
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.Uniswap and Lido also turning ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-18 10:00
Industry Trend - Quantum computer FUD (Fear, Uncertainty, and Doubt) is likened to the previous Tether FUD, suggesting a shift in industry concerns [1]