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X @Ignas | DeFi
Ignas | DeFi· 2025-09-17 10:30
DeFi Market Analysis - DATs are facing diminishing buying power as mNAVs approach 1 [1] - Tokenizing DATs stock could attract crypto investors and increase arbitrage opportunities [1] - Increased arbitrage could lead to higher trading volume and speculation [1] - Tokenization could bring more volume on-chain [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-09-17 10:16
aixbt making up stuff here:It claims Base team confirmed AERO holders get BASE token alloYet, I couldn't find any single source about itIt doesn't make sense: $AERO token would pump (it didn't), and Base team explicitly stated they're just EXPLORING. And nothing decided yet https://t.co/m6baHuWddm ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-17 10:08
Solana Network & Staking - Solana's lack of slashing is noted, contributing to its Beta status [1] - The failure to cut SOL inflation benefits LSTs, yielding close to a risk-free 7% APY [1] - Looping on Juplend offers a 22% APY at 12.43x leverage, presenting smart contract risk [1] Market Dynamics & Investment Strategy - Holding naked SOL is likened to holding USD/EUR in banks without T-bill yields, implying a cost [2] - High staking yields may distort Technical Analysis (TA) due to long-term stakers earning more than indicated by the naked SOL chart [2] - The design of looped SOL is appreciated for its benefits to holders [2]
X @Ignas | DeFi
Ignas | DeFi· 2025-09-17 00:40
RT Ignas | DeFi (@DefiIgnas)$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 Arbitrum), it’s not enough to command a big premium.If Base was an L1, valuation would be way higher. But they’ve been clear: Ethereum alignment is their priority.Clearly, L2 tokens are cooked.Where Base can stand o ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-16 22:25
Seriously, as DAT volatility collapsed, they are much less fun.plus, ETH DATs have still not opened the pandora box of debt. So they have more potential https://t.co/qmjQ0ueF8O ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-16 22:25
DATs running out of buying power as mNAVs collapse close to 1They should tokenize their stock so even crypto degens could buy DATs.It would create more arbitrage opportunities, thus volume, and more speculation. Plus bring volume onchain.InNoVaTion! https://t.co/2SlKdFgktD ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-16 16:20
Santander’s Openbank will offer crypto trading. Somehow $ADA and $LTC made the list, so it is fair to ask what their DD process is.They also plan to launch a stablecoin.Their "competitive fees" are 1.49%!In any case, crypto is winning and banks are catching up. https://t.co/8J8oXq9Dxd ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-16 12:46
Airdrop Farming Opportunities - DeFi 行业关注目前正在进行空投耕作的 15 个无代币项目 [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-09-16 12:34
$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 Arbitrum), it’s not enough to command a big premium.If Base was an L1, valuation would be way higher. But they’ve been clear: Ethereum alignment is their priority.Clearly, L2 tokens are cooked.Where Base can stand out is the ecosystem moat:• C ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-16 02:50
RT Ignas | DeFi (@DefiIgnas)"We are going to explore a network token for Base."And here you have it. https://t.co/XHi9vcOnTb ...