RT Ignas | DeFi (@DefiIgnas)Random thoughts on the state of crypto: #4- Hope for a slow grind up in prices. If we suddenly pump to euphoria in Q4, it likely peaks as natives sell into surges. Slow grind = natives sell to institutions, then buy back later.- TradFi DAT cycle: BTC DAT -> ETH DAT -> Alt DATs (We're here) -> Onchain DATs. Keep an eye on @eth_strategy and its $STRAT token for the rotation (if happens).- The onchain DAT meta could revive dying crypto alts like it revived dying tradfi stocks. And i ...

RT Ignas | DeFi (@DefiIgnas)Random thoughts on the state of crypto: #4- Hope for a slow grind up in prices. If we suddenly pump to euphoria in Q4, it likely peaks as natives sell into surges. Slow grind = natives sell to institutions, then buy back later.- TradFi DAT cycle: BTC DAT -> ETH DAT -> Alt DATs (We're here) -> Onchain DATs. Keep an eye on @eth_strategy and its $STRAT token for the rotation (if happens).- The onchain DAT meta could revive dying crypto alts like it revived dying tradfi stocks. And i ...

Market Trends & Rotations - Crypto market anticipates a slow price increase, contrasting with a potential Q4 euphoric pump where early investors might sell, a gradual rise could facilitate transfer from early adopters to institutions [1] - Traditional Finance (TradFi) Data Availability Tier (DAT) cycle progresses from Bitcoin (BTC) DAT to Ethereum (ETH) DAT, then to Altcoins DATs, and finally to Onchain DATs, indicating current focus on Altcoins DATs [1] - Onchain DAT meta could revitalize struggling crypto alts, mirroring the revival of struggling TradFi stocks, potentially signaling a market top [2] DeFi & Token Analysis - Ethena's USDe supply doubled in a month, suggesting a shift in how overheated longs are perceived, potentially breaking the correlation between high funding rates and long positions [2] - $CFG shows potential for a 10x increase as a Real World Asset (RWA) leader with $12 billion TVL, trading at approximately 40x below $ONDO, with Horizon by Aave utilizing two $CFG products and S&P partnerships [3] - $INV is identified as a potential successor to $FLUID, showing strong adoption metrics and a 10x potential, but requires patience [3] Emerging Narratives & Technologies - Private Layer 1 blockchains (L1s) by companies like Google and Stripe are viewed as potentially bearish for $ETH but beneficial for overall industry expansion, suggesting $ETH and $SOL could still experience price increases despite shifts in dominance [2] - Revival of interest in Decentralized Science (DeSci) is noted, with $AUBRAI experiencing a 100x increase on $BIO, indicating a snowball effect in the sector [4] - Crypto debit cards are highlighted for building payment networks, with spend-to-earn models presenting a potentially popular narrative and lucrative airdrop opportunities [4] Market Cycle & Fundraising - The market may not reach its peak without a surge in Runes and Ordinals [3] - The industry observes a cyclical return to Initial Coin Offerings (ICOs), with capital shifting back into ICOs as airdrop farmers move away from the 'free money' mindset, suggesting a more sustainable early-stage investment environment [4] Platform Improvement & Growth - Polymarket requires improvements to its User Interface (UI) and trading experience due to persistent errors during 'market buy' transactions [5] - Hyperliquid's spot market growth is not fully reflected in its price, with the primary uncertainty being the $HYPE team's token unlocks [5]

Solana Ecosystem Growth - Solana ecosystem is expected to experience significant growth in the next 6-12 months [1] - The ecosystem has been lacking strong lending markets, despite leading in DEX volumes [1] - The launch of @0xfluid on Solana, in collaboration with @JupiterExchange, is generating excitement among LPs [2] Juplend Impact - Existing teams are planning to migrate to Juplend as soon as possible [2] - At launch, 8+ teams are incentivizing on Juplend, with more teams eager to join [2] - The Solana ecosystem has the potential to grow 5x (500%) over the next year [2]

RT Ignas | DeFi (@DefiIgnas)New Meta: KOL agencies.Should we at @PinkBrains_io launch our $PINK token? https://t.co/RZt0AYwOFH ...

RT Ignas | DeFi (@DefiIgnas)This crypto dump took away the $ETH ATH momentum.Just as $ETH was about to enter discovery zone, $ETH bears decided to nuke the market instead of giving ethereans a win.Find those responsible bears and liquidate them ASAP!#ETHbearConsipiracyIsTrue ...

New Meta: KOL agencies.Should we at @PinkBrains_io launch our $PINK token? https://t.co/RZt0AYwOFH ...

This crypto dump took away the $ETH ATH momentum.Just as $ETH was about to enter discovery zone, $ETH bears decided to nuke the market instead of giving ethereans a win.Find those responsible bears and liquidate them ASAP!#ETHbearConsipiracyIsTrue ...

Industry Trends - A shift from InfoFi back to traditional agency marketing is being observed [1] - Direct partnerships and synergies between agencies and InfoFi platforms are expected to increase [1] InfoFi Platform Advantages - InfoFi platforms provide access to performance dashboards for KOLs [1] - KOLs can earn more through extra incentives on InfoFi platforms [1]

Market Position - Opensea regained market leadership due to genuine users, brand collaborations, and its reputation as the primary NFT marketplace [1] - Opensea possesses the retail market, while Blur caters to professional traders [1] User Activity - Opensea's active wallets are 5x greater than Blur's [1] - Opensea's trading transactions are 10x greater than Blur's [1] Token Speculation - The market anticipates the launch of $SEA [2] - The absence of $SEA was unfortunate, as it could have been a profitable trade and airdrop opportunity [1]