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X @Ignas | DeFi
Ignas | DeFi· 2025-11-12 14:00
The Great Rotation: BTC won.Where does it leave ETH, SOL and Alts?Following the retail, whale, and institutional flows.Read it here: https://t.co/8dHc35ujZi ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-12 01:30
RT Ignas | DeFi (@DefiIgnas)$UNI yesterday, $LDO today proposes buy backs.Lido’s buybacks start only when:- ETH above $3k;- Yearly revenue above $40M- If both are true, 50% of the extra revenue buys LDO.(Numbers not final)This makes buybacks anti cyclical.In good markets Lido buys more LDO.In bad markets buybacks slow down so the DAO does not drain its treasury.Lido pairs bought LDO with wstETH and adds it to the LDO wstETH LP, removing LDO from circulation and boosting liquidity.The yearly cap is $10M and ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-11 21:46
Crypto keeps dumping out of the blue.No news. CT quiet and also doesn’t care.Tired of winning. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-11 15:11
bonus points for explaining WHY! ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-11 15:10
Digital Nomad Destinations - Seeks top 3 destinations for digital nomads in winter [1] - Prioritizes safety as a key requirement [1] - Values ease of finding a community of young digital nomads [1] - Requires great weather [1] Location Preferences - Expresses bonus interest in luxury locations [1] - Notes luxury locations are often populated by older individuals [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-11-11 14:01
Love the big debate on which rev model is better:- Lock and redistribute tokens to stakers (veModel)- Buy back & burn- Other?Curve's research concludes veCRV locking "superior impact on token scarcity."True, but ve tokens are only temporarily out of circulation.Eventually they CAN unlock and CAN hit the market again (though Convex et al. protocols DO PERMANENTLY lock those tokens)(although crypto. com scammors unburnt the burnt tokens anyway).I still like staking and locking because non-participants subsidi ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-11 13:24
Btw, as a Lido delegate, I'm happy that $LDO buyback proposals are starting.If you hold $LDO, pls pls pls delegate your voting power to me:0x3DDC7d25c7a1dc381443e491Bbf1Caa8928A05B0 ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-11 13:24
$UNI yesterday, $LDO today proposes buy backs.Lido’s buybacks start only when:- ETH above $3k;- Yearly revenue above $40M- If both are true, 50% of the extra revenue buys LDO.(Numbers not final)This makes buybacks anti cyclical.In good markets Lido buys more LDO.In bad markets buybacks slow down so the DAO does not drain its treasury.Lido pairs bought LDO with wstETH and adds it to the LDO wstETH LP, removing LDO from circulation and boosting liquidity.The yearly cap is $10M and current revenue levels mean ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-11 10:34
The OG vision of crypto decentralization is struggling:- Decentralized stablecoins? LUSD is alive yet USDC/USDT dominate the market- More supply of Bitcoin and ETH moving to ETFs- DAOs are centralizing (DAO tokens become revenue valued assets)- Most ICOs require KYC- Multiple L2s/L1s shut down their chains following Balancer hackNot all is dark:- Ethereum's L2s are moving from Stage 0 to Stage 1 decentralization- Self-custody is still viable for BTC, and ETH despite growing ETF inflows- DEXs challenging CEX ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-11 10:21
Or this Arbitrum proposal "A Vision for the Future of Arbitrum""Many of the bottlenecks facing the ArbitrumDAO is due to the lack of participation from The Arbitrum Foundation and Offchain Labs…We think it is time to rectify it and to be more actively involved to support the ArbitrumDAO."or“We expect the number of proposals will significantly diminish in favor of more informal feedback loops… before anything reaches the DAO.” ...