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X @Ignas | DeFi
Ignas | DeFi· 2025-10-01 16:54
Maybe we celebrate too earl.Don’t count your chickens before they hatch.https://t.co/dY7EuQbN2wMichael Saylor (@saylor):Happy Uptober 🚀 ...
X @Ignas | DeFi
Ignas | DeFi· 2025-10-01 16:45
Three predictions for prediction markets.- The below chart will be up only- Polymarket & Kalshi overall dominance will decrease- An Hyperliquid-of-prediction-markets is yet to be born. https://t.co/hCARjvt7qe ...
X @Ignas | DeFi
Ignas | DeFi· 2025-10-01 16:11
Market Dynamics - The rapid spread of the ZEC initial echo bubble narrative to Naval illustrates the formation of narratives [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-10-01 16:04
Yet I’m still worried that retail selling might overwhelm the buy side and push us lower.I hope a lower BTC price won’t FUD institutions and whales.The longer we hold this level and more retail sell, the less influence retail will have on price and volatility, and the more bullish the market will feel. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-10-01 16:01
Retail keeps selling into whale hands.CT still talks about the 4-year cycle, but institutions buying BTC might not even know what that is.It feels scary to say 'this time is different.' But with BTC it might be.The world order is changing. And until a new monetary system is in place, BTC (with gold) is the asset to hold.I don't know what the new order will be but for this period having BTC some exposure seems like great bet. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-10-01 15:41
Market Trend & Narrative Formation - $ZEC's price increased by 77% following social media activity [1] - The initial interest in $ZEC stemmed from organic posts by privacy and zk tech enthusiasts [1] - Social media algorithms amplify content, influencing investment decisions, as seen with $ZEC [2] - A "reflexible loop" can form: price increase attracts attention, leading to more posts, new buyers, and further price increases [1] Investment Opportunity & Potential Risk - The point when people buy solely based on price, not technology, often signals a sell [1][2] - The current situation is not yet at the "sell signal" point, but it's a pattern to monitor [2]
X @Ignas | DeFi
Ignas | DeFi· 2025-09-29 22:46
This cycle was dominated by external macro factors but finally we have internal innovations and drama:- Hyperliquid & other perps- Plasma toke launch and farming-Now Andre’s new product and innovative fundraising mechanism.This cycle can’t be done yet.Higher. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-28 06:40
RT Ignas | DeFi (@DefiIgnas)Upper price limit for $XPL is $3.27 ?Tron is (was) the unofficial USDT chain.Plasma could take that spot as the OFFICIAL Tether chain.Both:• Cheap & fast settlement• Retail stablecoin play (payments, remittances)• Both have L1 premiums vs L2sSimple pitch: Tron = unofficial USDT chain, Plasma = official oneYet Tron is established in many markets thanks to years of usage.That's why Plasma One app (card etc) will be so important. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-27 18:39
Market Analysis - Market prefers MC (Market Cap) over FDV (Fully Diluted Valuation) [1] - Plasma is identified as a low Market Cap/High Fully Diluted Valuation opportunity [1]