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X @Ignas | DeFi
Ignas | DeFi· 2025-08-12 16:43
I feel disbelief and optimism on how fast prices go up.Not yet euphoric tbh.If you feel the same way, we have much higher to go. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-08-12 15:53
Another $1b USD will be liquidated when $ETH pumps by just $50 USD.At 4500.LFG. https://t.co/G1bPUA8iid ...
X @Ignas | DeFi
Ignas | DeFi· 2025-08-12 15:43
The inflows:Bullish. https://t.co/4gA2N0X6sHUdi Wertheimer (@udiWertheimer):watch the inflows and ignore everything elseevery single narrative propped up this past few weeks is idioticbut it doesn’t matterwatch the inflows ...
X @Ignas | DeFi
Ignas | DeFi· 2025-08-12 14:35
Circle’s Arc now challenges Coinbase’s Base.Circle and Coinbase were a perfect match:Circle ran the stablecoin. Coinbase handled distribution.Now Arc steps into Base’s lane: payments, remittances, even FX trading.Remember that Base just rebranded its app with clear priorities:- Social + content tokenization- Payments via Base PayArc does confidential transfers (hidden amounts) and compliance better. Base can still update its payment stack or L2.Maybe Base stays retail, Arc goes institutional?In any case wat ...
X @Ignas | DeFi
Ignas | DeFi· 2025-08-12 14:11
Are Stripe and Circle's L1s good for $ETH price? ...
X @Ignas | DeFi
Ignas | DeFi· 2025-08-12 13:30
TL;DR - Circle's Arc"Arc aims to be a top platform for tokenized, yield-bearing assets."Centralization & TPS:- Permissioned Validators: Regulated institutions (sic!) running a Tendermint-based PoA consensus (Malachite).- ~ 3,000 TPS with a finality under 350 ms using 20 validators- With four validators: 10,000 TPS, and finality is under 100 msIn comparison, Solana pushes 4k-5k tps with 400-500 ms finality but SOL is more decentralized.Privacy:- Opt in Privacy: Confidential transfers (hidden amounts, visible ...
X @Ignas | DeFi
Ignas | DeFi· 2025-08-12 11:45
They can redeem it but airdropping L1 token to everyone who bought usdc depeg ...
X @Ignas | DeFi
Ignas | DeFi· 2025-08-12 11:36
My new hate list:- Stripe- Circle- The EU ‘Chat scanning’ lawDEGEN NEWS (@DegenerateNews):BREAKING: CIRCLE TO LAUNCH LAYER-1 BLOCKCHAIN https://t.co/GgmUZLLSuN ...
X @Ignas | DeFi
Ignas | DeFi· 2025-08-12 11:11
Stripe’s L1 PM ad shows a skill crypto teams should value more:"Concise, evidence-based storytelling ability."Listen to Thomas Lee on any podcast.Unlike us on CT, he’s not focusing on TVL, tx count, fees, or other onchain stats.Instead it's:- Stablecoins- Tokenization- ETH productive yield- Strategic scarcity via treasuriesHe compares ETH now to BTC pre-2017: gaining institutional recognition and real world use.It’s an easy, sexy narrative for big money.-----Now, I rarely get excited about yet another DEX, ...
X @Ignas | DeFi
Ignas | DeFi· 2025-08-12 02:01
RT Ignas | DeFi (@DefiIgnas)Suppose you sell crypto and need to hold USDC without touching it for a year.And EURCWhere do you put it to maximize yield while sleeping well?Most yields require active management (moving from vaults, deposits, changing contracts etc.) ...