BeliETH SomETHing ...

We could add Synthetix, Convex, Sushi to this group of projects.but they are all trading at higher MCs/FDVs than the ones I shared:SNX at $214M, $CVX at $359m and Sushi at $238MSo less attractive despite better traction metrics. ...

Tbh, it's a risky and unpopular trade: crypto is driven by narratives.But $FLUID is an example of an OG team that evolved from Instadapp to Fluid, challenging Uniswap on volumes despite being a lending protocol. Perhaps $INV, with its fixed-rate borrowing, could be the next $FLUID.FLUID taught me that trades like these require timing and patience.You might need to wait months or even years for the trade to succeed.Thoughts? ...

Trade idea:- Find OG DeFi protocols still building despite challenges- Adoption stats improving: TVL, txs, users- Token is fully liquid, trades at low market cap, and listed on Coinbase, Binance, Okx or BybitHere are some token & project trades I have in mind: ...

Update: i should've wrote "Lido DAO discusses!" not proposes a buy back program.It is not the first it was proposed but i want the discussion to continue happening.It is unlikely to pass ...

RT Ignas | DeFi (@DefiIgnas)Don't doxx your networth when buying a $7 beer.I tried Payy card: a great UI with top privacy tech.It combines Bitcoin's UTXO, Ethereum, and zkCash into an L2 Ethereum validium rollup.Token and airdrop likely due to points system.Try it out: https://t.co/UDuatUB4Bo ...

RT Ignas | DeFi (@DefiIgnas)$ETH starts pumping:Ethereans immediately: Will ETH flip BTC?I like dreaming big. Yes, maybe in 5-10 years or so.Maybe BTC will flip gold first.Everything is possible in crypto.But these discussions so early feel bearish.Fun fact: SOL flippening ETH discussions is when SOL topped. ...

RT Ignas | DeFi (@DefiIgnas)$PUMP is back in the lead:I thought they'd need financial incentives to put come back.But just having Pump start tweeting again was enough to initiate it."Oh, the team is still here. Not like Racer from $FRIEND."Pump also launched a buybacks dashboard. More transparency is bullish.Fees roared back without any major catalyst yet.Imagine what they can do if they put artificial sweeteners into their launchpad ( $PUMP = Sugar).People are addicted to it. They can't get enough even if ...

I like this comparison of other buy back programs.Could've shared $FLUID model too:After $10M yearly revenue, buybacks start but with decreasing intensity as $FLUID price pumps. https://t.co/H3OQaBTsJn ...

Lido DAO proposes a dynamic buyback of up to 70% for $LDOWith over $145M in stables and stETH sitting idle, the DAO is looking to return value to holders.These assets generate no revenue. Time to put them to work.The proposal:• 70% of NEW incoming assets → $LDO buybacks• 30% retained for ops & strategyWhy like this?To ensure the DAO doesn't run out of development money.There are some 'safeguard thresholds' the DAO should not cross.- If Treasury sits between $50M and $85M, buybacks drop to 50%.- If the liqui ...