Forget gold:BTC would trade at $180k at the MC of silver.Maybe ETH should’ve branded as digital silver instead of digital oil. https://t.co/KsXmeeTtlL ...

Crypto cards are bullish crypto as they use blockchain blockspace as P2P payments do:You buy a banana via Ready card? That’s a tx on Starknet.The card finally gave Ready wallet (ex-Argent) a PMF but as Pavel points out they need to lock-in card users into their ecosystem.But most cards have no moat and will fade. No biggie: you can withdraw funds as many support self-custody.Etherfi is indeed unique and the one with the moat. Mantle’s UR is promising too.But also those that manage to build underlying networ ...

Seeing this while $SOL and $ETH both trade at the same price as 5 years ago.How? Just how???Give me your best explanation.Paul Atkins (@SECPaulSAtkins):As I told @MariaBartiromo last week, U.S. financial markets are poised to move on-chain. Under my leadership, @SECGov is prioritizing innovation and embracing new technologies to enable this on-chain future, while continuing to protect investors. ...

RT Ignas | DeFi (@DefiIgnas)Crypto experimented with tens of narratives but times have changed:End of pray-and-spray into a wide range of alts hoping for a quick 100x.Instead, double down on leading sectors, go into depth vs. breadth.This can save alts when many have already buried an alt season: we printed MILLIONS of tokens, thus attention and money inflows into each asset are diluted to an extreme degree.Thus investing in depth refocuses our attention/money flows into few assets with PMF, revenue, and gr ...

Crypto Market & Ideology - Crypto, initially libertarian, is shifting conservative as it becomes institutionalized [2] - BTC's original goal of usurping big finance failed; big finance has usurped crypto [2] - Stablecoins have better PMF than banking due to legacy banks' slow and expensive nature [2] - Stablecoins, upon scaling, risk control shifting to issuers like Tether, creating a new cabal [3] - Stablecoins are likened to Napoleon's role in the French Revolution: despotism hiding behind cries for liberty [3] Financial & Political Commentary - Crypto, since Trump, has ironically become a pro-establishment game [1] - The EU/IMF pushed Greece to accept outrageous loan terms despite the Greek people voting against the bailout in a referendum [1]

Crypto experimented with tens of narratives but times have changed:End of pray-and-spray into a wide range of alts hoping for a quick 100x.Instead, double down on leading sectors, go into depth vs. breadth.This can save alts when many have already buried an alt season: we printed MILLIONS of tokens, thus attention and money inflows into each asset are diluted to an extreme degree.Thus investing in depth refocuses our attention/money flows into few assets with PMF, revenue, and growth potential.Save the alts ...

2 days since Stable mainnet launch:- 2.49 gUSDT paid in tx gas fees (what's the P/E here?)- $1,4k USD in TVL- 0.1 TPS- 20k total addresses but..- ... 3.7k added in 24hMuch success. https://t.co/A1omv5mYB7 ...

RT Ignas | DeFi (@DefiIgnas)Overall fundraising amounts recovered, but few large outliers amount for most money raised in 2025:- Binance: $2B raise- Polymarket: $2B- Bullish: $1.1B IPO- Circle: $1.1B IPO- Kraken: $500M pre-IPO- Ripple: $500M- Tempo: $500M- Gemini: $425M IPO- pump. fun: $400m (no airdrop lol)- TON: $400m- World Liberty Financial: $300mWithout these, the fundraising scene looks much different compared to previous cycles. ...

Got zero backlash or hate for this post:Usually, if I FUD a token, community members or token holders would come out in support for the project.For $STABLE? Zero interest.In truth, no one cares and token 'holders' are just short-term traders.Ignas | DeFi (@DefiIgnas):Wish $STABLE went to $0 ASAP:- Pre-deposited by insiders before public announcement- Basically all insider token allocation (VCs, team, pre-deposits, and even majority of airdrops)- No community building whatsoever. No public ICOs anything.- Us ...

I don't subscribe to evaluating L1 tokens as company stocks.Ignas | DeFi (@DefiIgnas):Comparing $ETH (network) and $AMZN (corporation) on PE ratios misses the point of crypto.Amazon can run without $AMZN stock.Ethereum cannot run without $ETH.ETH needs to be staked for the network to work.Higher Ethereum adoption means higher demand for ETH because anyone ...