$ETH bearishness lasted for years but $ETH actually looks good:- EF reformed & ships fast: Two major forks in 2025- Fusaka increases blob fees for L2s- BitMine continues to stack $ETH- Noticeable whale accumulation onchain- Blackrock files for staked ETF- Strong ETF outflows seem subdued- Solutions like zkSync Atlas bring technical solutions to solving L1/L2 liquidity fragmentation- Quantum resistance on the roadmap (vs uncertain BTC)- SEC & Blackrock pushing tokenization (even within 2 years)- ETH/BTC char ...

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 ...

$ETH bearishness lasted for years but $ETH actually looks good:- EF reformed & ships fast: Two major forks in two years- Fusaka increase blob fees for L2s- BitMine continues to stack $ETH- Noticeable whale accumulation onchain- Blackrock files for staked ETF- Strong ETF outflows seem subdued- Solutions like zkSync Atlas bring technical solutions to solving L1/L2 liquidity fragmentation- Quantum resistance on the roadmap (vs uncertain BTC)- SEC & Blackrock pushing tokenization (even within 2 years)- ETH/BTC ...

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.nairolf (@0xNairolf):is it just me or are there almost no vc raises in crypto anymore?a year ago we h ...

At $0.016 and 20% float, STABLE:- $300m market cap- $1.6b in FDV5 years of unlocks.Another $ICP and $TIA chart in the making.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.- Useless L1: No innovation, https://t.co/m4odpFl71h ...

RT 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.- Useless L1: No innovation, just fees in USDT (no $STABLE burn/deflation).- Try reading their docs: same-old gibberish. Lists Ethereum's recently launched EIP-7702 among their big features.- Stable CEO @mehler, with 2.2k followers on X, becaus ...

RT Ignas | DeFi (@DefiIgnas)2022/23: Everyone held ETH and alts to outperform BTC.Now: Only BTC in portfolio. No one wants alts or ETH.Altcoin fatigue is real. ...

RT Ignas | DeFi (@DefiIgnas)Farcaster is admitting what everyone felt for a while.The decentralized social network never found real PMF. Despite 4.5 years of trying and a few successful adoption spikes.X networks effects too hard to break free from.Instead, Farcaster will focus on being a wallet first, social network second.>user signs up>funds wallet>uses the wallet>finds it useful>while using wallet user finds social features"It’s far easier to add a wallet to a social network than a social network to a w ...

In July the CEO is Joshua Harding...Now CEO is Brian Mehler.Tried to look for announcements... if you find, pls share. https://t.co/U8IdnrpV4h ...

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.- Useless L1: No innovation, just fees in USDT (no $STABLE burn/deflation).- Try reading their docs: same-old gibberish. Lists Ethereum's recently launched EIP-7702 among their big features.- Stable CEO @mehler, with 2.2k followers on X, because no one cares what he has t ...