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X @Ignas | DeFi
Ignas | DeFi· 2025-12-08 07:05
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. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-12-08 06:58
Remembered that zksync paid 0.5% of $ZK supply to launch Lens on zkSynchttps://t.co/5SH9GWI6i0Ignas | DeFi (@DefiIgnas):zkSync reportedly paid 0.5% of the total $ZK supply to bring Lens to zkSync.That's $22.5m at the current price of $0.21.Sounds like a lot, but with so many technically similar L2s, competition is fierce. Only L2s with the best dApps will prevail. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-12-08 06:24
Farcaster is admitting what everyone felt for a while.The decentralized social network never found real PMF. Despite 4.5 years of trying and a few successful adoption spikes.X networks effects too hard to break free from.Instead, Farcaster will focus on being a wallet first, social network second.>user signs up>funds wallet>uses the wallet>finds it useful>while using wallet user finds social features"It’s far easier to add a wallet to a social network than a social network to a wallet." - DWR“come for the t ...
X @Ignas | DeFi
Ignas | DeFi· 2025-12-08 06:05
gMonad$MON launched TGE 2 weeks ago but onchain activity is low.No viral apps, no hot memecoin/token or NFT defying expectations.Sure, it might be early, but the super slow growth of LSTs is particularly strange.LSTs should be no-brainer farms if degens expect the Monad ecosystem to perform well.Think of it as a second chance to get in early on Lido/Jito tokens again.Alas, here's how top 3 LSTs perform (despite 14% APY):- @0xFastLane: $12.2M- @Kintsu: $1.38M- @MagmaStaking: $1.3MFor comparison, $MON staking ...
X @Ignas | DeFi
Ignas | DeFi· 2025-12-08 05:49
gMonad$MON launched TGE 2 weeks ago but onchain activity is low.No viral apps, no hot memecoin/token or NFT defying expectations.Sure, it might be early, but the super slow growth of LSTs is particularly strange.LSTs should be no-brainer farms if degens expect the Monad ecosystem to perform well.Think of it as a second chance to get in early on Lido/Jito tokens again.Alas, here's how top 3 LSTs perform (despite 14% APY):- @0xFastLane: $12.2M- @Kintsu: $1.38M- @MagmaStaking: $1.3MFor comparison, $MON staking ...
X @Ignas | DeFi
Ignas | DeFi· 2025-12-08 03:00
RT Ignas | DeFi (@DefiIgnas)Benefits of tokenization according to SEC's Paul Atkins:- Transparency: Companies currently don't even know who owns their stocks. Onchain tokenization provides insight into holder dynamics.- Instant settlement: No T+1 long-term settlements.- De-risking the markets due to decreased gap between clearance and settlement, and then delivery and payment."Do you think this (tokenization) is where financial services are going? Are banks moving to tokenization?""Oh, absolutely," said SEC ...
X @Ignas | DeFi
Ignas | DeFi· 2025-12-07 14:56
Benefits of tokenization according to SEC's Paul Atkins:- Transparency: Companies currently don't even know who owns their stocks. Onchain tokenization provides insight into holder dynamics.- Instant settlement: No T+1 long-term settlements.- De-risking the markets due to decreased gap between clearance and settlement, and then delivery and payment."Do you think this (tokenization) is where financial services are going? Are banks moving to tokenization?""Oh, absolutely," said SEC's Paul Atkins.And it's not ...
X @Ignas | DeFi
Ignas | DeFi· 2025-12-06 11:35
Europooors, how’s your experience cashing crypto to EU bank accounts?No freezing of funds? Required proof of funds documents? ...
X @Ignas | DeFi
Ignas | DeFi· 2025-12-04 07:20
RT Ignas | DeFi (@DefiIgnas)Only 2.18% of Uniswap's total TVL is on the BNB Chain.For Aave, that figure is just 1%.Expanding to new chains, despite strong brand power, has been tough.Pancakeswap and Venus still dominate on the BNB Chain.This dominance is due to many factors, including first-mover advantage and potential business relationships with Binance.Fluid's approach is unique: instead of competing directly, it offers a joint venture with a 50:50 revenue share.Fluid provides technical innovation in cap ...
X @Ignas | DeFi
Ignas | DeFi· 2025-12-04 04:59
I’m so risk averse with my BTC that I just hodl it. No earning yield.This Babylon x Aave partnership to bring native BTC is cool.Will probably wait for a year or so before depositing.simo (@alphaleaked):As a former Bitcoiner, I’m incredibly proud to announce our partnership with Babylon.For the first time, native (yes, native) BTC will be used as collateral on Aave.No bridges.No custodians.Purely trustless.Aave v4 will open a new market.Gentle reminder, btc market cap = ...