Ignas | DeFi
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X @Ignas | DeFi
Ignas | DeFi· 2025-11-05 07:40
RT Ignas | DeFi (@DefiIgnas)It’s not over.I mean, yeah, it’s over for many overvalued alts with no value accrual or revenue share.The market couldn't sustain the valuations of thousands of tokens printed out of thin air this cycle.We needed a reset and the washout is here.Many alts will never recover.But those that stand out will become great buying opportunities.Sure, it hurts if you hold alts you have no conviction in.But if you are in stablecoins or BTC, keep watching which alts that recover the fastest ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-04 22:40
Market Sentiment - The DeFi market currently exhibits mixed emotions, ranging from complacency to anger and panic [1] - Some participants remain complacent, anticipating a market rebound due to positive macro factors and increased liquidity [1] - Others express anger, blaming specific entities like Wintermute or Binance for their losses [1] - Panic and capitulation are also present, with some believing the market is dead and the situation is worse than the COVID crash [1] - Some individuals are experiencing depression due to financial losses or liquidation [2] Personal Stance - The author is between complacency and denial, believing the market can recover [2] - The author's belief in a market turnaround is contingent on macro conditions not deteriorating further [2]
X @Ignas | DeFi
Ignas | DeFi· 2025-11-04 20:11
lol https://t.co/WnctRtp6Gpフ ォ リ ス (@follis_):$ETH May 2021 – $3.3k$ETH Aug 2021 – $3.3k$ETH Sep 2021 – $3.3k$ETH Jan 2022 – $3.3k$ETH Apr 2022 – $3.3k$ETH Feb 2024 – $3.3k$ETH Apr 2024 – $3.3k$ETH July 2024 – $3.3k$ETH Nov 2024 – $3.3k$ETH Jan 2025 – $3.3k$ETH July 2025 – $3.3k$ETH Nov 2025 – $3.3k ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-04 19:58
My worst mistake this cycle is believing in $ETHNot as the Ethereum network, but the asset. https://t.co/mHY8xl1p5Y ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-04 19:55
What's the bottom for $ETH this bear cycle?I'll start: $690 USD ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-04 19:30
It’s not over.I mean, yeah, it’s over for many overvalued alts with no value accrual or revenue share.The market couldn't sustain the valuations of thousands of tokens printed out of thin air this cycle.We needed a reset and the washout is here.Many alts will never recover.But those that stand out will become great buying opportunities.Sure, it hurts if you hold alts you have no conviction in.But if you are in stablecoins or BTC, keep watching which alts that recover the fastest after each dip.The crash may ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-04 11:30
Market Analysis - The market anticipated a familiar pattern at the start of the bull run two years ago, with Bitcoin leading, followed by Ethereum, and then altcoins [1] - The expected easy gains did not materialize [1][2] - Achieving success in the current market environment is proving to be challenging [3][4]
X @Ignas | DeFi
Ignas | DeFi· 2025-11-04 03:40
Market Trends - The market is experiencing a breakdown [1] - Altcoins are crashing significantly [1] - $SOL is down by 11% [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-11-04 03:30
RT Ignas | DeFi (@DefiIgnas)Two months left to complete my 2025 goals.Currently, 0 out of 10 achieved.Sad. https://t.co/LkQm4CBuWN ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-03 21:30
Market Dynamics & Investment Thesis - Bitcoin's current consolidation phase mirrors TradFi IPO dynamics, where early investors realize gains after the asset's success [1] - Early BTC adopters are taking profits, transitioning ownership from concentrated holdings to a more distributed model without market crashes [1][2] - This transition, termed "The Great Rotation," involves a shift from a few thousand wallets controlling most of the supply to millions of investors via ETFs, institutions, and retail [2] - The increased distribution of ownership leads to reduced volatility as selling pressure is absorbed across time and venues [2] Bitcoin's Maturation - Bitcoin's consolidation is not due to a bear market or fear, but rather the market digesting its success and increased maturity [3] - Early holders are selling patiently while new institutional buyers accumulate BTC [3] - The exit of early holders is a bullish sign, indicating Bitcoin's scale where large exits no longer destabilize the market [4] - The longer Bitcoin consolidates, the more distributed and resilient it becomes, solidifying its position as a store of value [4]