Workflow
Ignas | DeFi
icon
Search documents
X @Ignas | DeFi
Ignas | DeFi· 2025-09-21 10:23
Lighter airdrop gonna cook hard.Volumes close to $HYPELuckily, they require access code. And I got 107 of them still left:https://t.co/5DRL6gY2QA ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-21 09:55
Can you all buy $ASTER without dumping $HYPE pls? https://t.co/B2UE2gp2bN ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-21 09:32
I can't believe I missed MNT in this Base valuation post below.And none of you told me in the comments about mantle lolIgnas | DeFi (@DefiIgnas):$BASE would likely trade $3.9B - $7.3B FDV if valued at $ARB, $OP or $LINEA FDV/TVL multiples.That puts it far below $AVAX (~$14B), Hedera (~$12B), BCH (~$11B), $IP, $ENA, $UNI and others.Even with Base posting the highest L2 chain revenue ($5M last month vs $1.6M for ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-21 09:32
The only token to break of L2 token curse is $MNT.It trades at 2x the FDV of Arbitrum despite Arbitrum having higher TVL, more users and more maturity. L2Beat doesn't even list Mantle under rollups because of a lacking DA bridge.$260m TVL for Mantle vs $3.5B for Arbitrum shows that TVL or technical maturity for L2 tokens means little now.Market treats MNT like BNB, not a normal L2 thanks to Bybit integration, $4B treasury, CEX token features, a neobank, etc.Most importantly, Mantle runs buybacks & burns fro ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-20 22:29
Forbes calculated that CZ owned 64% of the total $BNB supply.But together with all team tokens, Binance owns ~71% of the supply.And BNB has been hitting ATH so...(data from a year ago) https://t.co/wd82wmWInAConor (@jconorgrogan):Aster team wallets currently are in possession of 95.77% of all Aster tokens, an insider percentage higher than the Kanye West token at launch day (94%) https://t.co/TgrKvUa1sU ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-20 10:46
I admit I was wrong on Runes.I thought they were one of the most fun crypto native innovations this cycle in a market dominated by tradfi and macro narratives.Memecoins on Bitcoin? Fungible tokens were supposed to be impossible on BTC and yet they were.Casey, the creator of Runes, said he wanted to bring speculation, gambling and fun to Bitcoin.Not so fun losing money. Maybe the bounce is not coming.But beyond speculation, Runes could have added more fees, more developers and more users to Bitcoin while kee ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-19 15:03
RT fabiano.sol (@FabianoSolana)Today, I asked over 100 students (10-12y) at my school to place a sticker on their favorite pictureI guess there's a clear winner... https://t.co/F2665jxmPh ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-19 10:53
Futarchy Implementation - Gnosis has been experimenting with futarchy for several years [1] - Optimism conducted an early real-world futarchy experiment involving decisions based on structured forecasts of measurable outcomes using play money [1] Experiment Outcome - Optimism's futarchy experiment seemingly discontinued, raising questions about the reasons [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-09-19 10:52
DAO Governance & Futarchy - Prediction markets can revolutionize DAOs, offering a new governance model [1] - Futarchy, where markets decide outcomes, could improve efficiency in DAOs [2] - "Vote on values, bet on outcomes" is the core principle of futarchy [2] - Futarchy aims to make governance fun and bring life back to DAOs [2] Market & Token Performance - GnosisDAO considered funding Gnosis Ltd with $30 million per year [1] - Prediction market priced YES at 115 vs NO at 99, implying a 13% increase in GNO if passed [1] - GNO token price increased after the proposal passed [1] DAO Experimentation - Gnosis has already tested futarchy [2] - Optimism, Uniswap, and Velora are exploring futarchy [2] - Current delegate model needs change as some DAOs move towards centralization [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-09-19 09:04
Wen $MASK? Stay tuned.Since 2021.We really need to know why the waited so long.Regulation? Bad market? https://t.co/v5405e3Y1U ...