Ignas | DeFi
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X @Ignas | DeFi
Ignas | DeFi· 2025-07-22 19:49
Ray is clear what happens next:Tightening isn't likely soon, so it's wise to bet on a weaker dollar and low real interest rates.He specifically mentions USD being down 45% against BTC.Higher.Ray Dalio (@RayDalio):https://t.co/VrtXS30JP2 ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-22 19:03
Credit-Based → Uncollateralized Loans Coming to FluidFluid will borrow $5M USDC/USDT and deposit it into a new DEX built on Fluid.The new DEX Lite will capture MEV that Fluid DEX couldn't, generating additional fees accelerating the path to $10M annual revenue for $FLUID buybacks.It's just a start: The DAO could vote to issue more credit to reputable institutions, MMs, etc., which will boost lending yields to depositors.In this DEX case, if the protocol takes any losses, the team will cover them from its ow ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-22 14:58
$ETH needs to pump above $4k and beyond asap to keep up the hype alive.To make non-believers believe again. And don’t give time for degens to think.Ponzi treasury companies better push it up. https://t.co/thnfUQYlIs ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-22 08:42
On seed valuation:https://t.co/Y3GsMftgximiya (@MiyaHedge):First PumpFun seed round was valued at $12M. Meaning seed investors are already up 322x on $PUMP at this round and probably up 1000x at TGE.Crazy industry. Sadly don‘t see a world where PUMP attracts lots of buyers since everyone on Solana is already broke because of PumpFun. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-22 08:35
Market Position & Valuation - $PUMP trades below its ICO price, at $36 billion [1] - Weekly generated fees for $PUMP are trending down, yet remain at a respectable $102 million [1] - $PUMP ranks 17th in the crypto industry in terms of fees, just below $BONK [1] - $BONK has a $25 billion market cap ($3 billion FDV), while $PUMP has a $13 billion MC ($36 billion FDV) [1] Tokenomics & Distribution - Pump Fun's DEX generates about 50% of all fees [1] - From the total 03% swap fee, 005% goes to the team, and 25% of that is for $PUMP buybacks [1] - $PUMP private sale investors hold 18% of the total supply [1] - $PUMP's ICO FDV is 322x from the earliest reported seed valuation of $12 million USD [2] - $BONK is much more widely distributed than $PUMP [2]
X @Ignas | DeFi
Ignas | DeFi· 2025-07-22 03:00
RT Ignas | DeFi (@DefiIgnas)Huge winners and potential new runners this early stage alt-season:First, congratz to:- $PENGU, Pudgies, and @LucaNetz: That crazy $PENGU up by 10x since early April- @MustStopMurad: His story telling pumped #SPX86000 by 8K% in a year- $ENA: Stayed quiet for months but pumped by 120% thanks to adopting the new meta on time.- $ETH: Many buried for dead. But TradFi bros did what crypto natives couldn'tNotable mentions: $XTZ, $XLM, and $HBAR 2x'ed in a month. How are they still aliv ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-21 20:30
RT Ignas | DeFi (@DefiIgnas)Buying on Binance on Day 1 will get you rekt.All the latest 10 tokens listed on Binance at TGE are down.Listing on Binance can still be a win for teams because a Binance spot listing at TGE might lead in a higher market cap versus having no Binance listing at TGE. https://t.co/DSmP3ID59H ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-21 17:08
It would be funny if $SOL outperformed $ETH from now on.I’m not saying it’s gonna happen.But would be funny. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-21 14:51
Huge winners and potential new runners this early stage alt-season:First, congratz to:- $PENGU, Pudgies, and @LucaNetz: That crazy $PENGU up by 10x since early April- @MustStopMurad: His story telling pumped #SPX86000 by 8K% in a year- $ENA: Stayed quiet for months but pumped by 120% thanks to adopting the new meta on time.- $ETH: Many buried for dead. But TradFi bros did what crypto natives couldn'tNotable mentions: $XTZ, $XLM, and $HBAR 2x'ed in a month. How are they still alive.What else I missed?-----Wh ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-21 10:03
RT sigma^2 (@SigmaSquared_)$FLUID might be one of the most overlooked ETH betas out there right now. Averaging $700M/day in volume.Dex v2 is next — if it delivers and actually flips Uniswap on volatile pairs like they’re expecting, the market’s going to have to reprice that narrative fast.It's already dominating stables and correlated tokens volumes.Then there’s the Jupiter Lend partnership — Fluid gets 50% of the revenue. If that grows anything like Jupiter did, they’re going to be sitting on a serious rev ...