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X @Ignas | DeFi
Ignas | DeFi· 2025-11-06 23:20
RT Ignas | DeFi (@DefiIgnas)Lending market tokenomics shows how far DeFi has matured.5 out of 10 top lending protocols now share revenue with holders:• Aave: Snapshot vote passed to enshrine $50M/yr in buybacks• Maple: 20–25% of revenue buys back and rewards stSYRUP stakers• Fluid: Began buybacks Oct 6 after $10M annual revenue, already 0.36% of supply bought back• Venus: 20% of revenue buys back $XVS and 25% of BNB Chain revenue burns $BNB• JustLend: 30% of revenue to quarterly JST burns, first $17.7M (5.6 ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-06 15:17
Vault products like disgraced Stream xUSD will continue to attract users.DeFi gets complicated and retail WANTS higher passive yield, so 'experts' fill that hole.Problem is opacity: You can't track where funds are in real time.DeFi already solved this issue last cycle:Products like Yearn, Beefy, Fluid 'Lite' vaults are transparent. And Lido is entering Vault category with their own strategies.Yep, yields are less juicy, but at least you know where the money is and where the yield comes from.Lido (@LidoFinan ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-06 14:08
E.g., BOB is doing a sale with lower valuation for core community.They might skip airdrop altogether.https://t.co/KiMQiVp3PGBOB (@build_on_bob):The $BOB Community Sale is a key milestone on the journey to a community owned Bitcoin DeFi platform.The sale has two tranches, and both offer discounted valuations compared to the last VC/institutional round, and have more favourable vesting than both team and investors. https://t.co/6S2JpAG57s ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-06 14:03
48k allocation for $MEGA4x upside or $144k in profit at the current $0.4 USD per token.Is this the new playbook that replace airdrops?Is this the new playbook replacing airdrops?Airdrops were easy to sybil as most tokens went to short term farmers with no alignment.MegaETH changes that with real capital at risk, strict vetting based on wallet history, social impact, and community alignment.Days of making big buck with a few USD and few txs might be gone. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-06 13:51
Market Trends - Crypto card transaction volumes increased from $318 million to $376 million in October [2] - Rain Cards and RedotPay are leading the market [2] Top Performers - Rain Cards experienced significant growth, adding $50 million [2] - Etherfi Cash saw an increase of $9 million [2] - Cypher grew by $3 million [2] Key Players & Infrastructure - Rain Cards led the market with $196 million in volume [2] - RedotPay followed with $100 million in volume [2] - Etherfi Cash recorded $33 million in volume [2] User Engagement - Crypto cards are building neobanks and their infrastructure, leading to sticky users [2]
X @Ignas | DeFi
Ignas | DeFi· 2025-11-06 11:24
Btw, correct me here if I am wrong!A few interesting notes:- Venus burns BNB as BNB holders covered Venus’s old bad debts.- Massive ~$17M for JST buy backs come from the $17m JustLend DAO’s net protocol revenue plus excess income from the USDD stablecoin! https://t.co/71uJv0mMgD ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-06 11:17
Lending market tokenomics shows how far DeFi has matured.5 out of 10 top lending protocols now share revenue with holders:• Aave: Snapshot vote passed to enshrine $50M/yr in buybacks• Maple: 20–25% of revenue buys back and rewards stSYRUP stakers• Fluid: Began buybacks Oct 6 after $10M annual revenue, already 0.36% of supply bought back• Venus: 20% of revenue buys back $XVS and 25% of BNB Chain revenue burns $BNB• JustLend: 30% of revenue to quarterly JST burns, first $17.7M (5.66% supply) in Oct 2025Spark ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-05 15:34
And Lighter doing good on this front too tbh lol ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-05 15:34
Painful because I truly believe megaeth is THE L2 to save the modular Ethereum thesis.To save all L2s. And prove that it works.Ignas | DeFi (@DefiIgnas):$ETH dumping hurts.But not being on the MegaETH community list hurts more :(Send 🫂 pls ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-05 15:05
$ETH dumping hurts.But not being on the MegaETH community list hurts more :(Send 🫂 pls ...