$ETH has large ETF inflows, DATs buying, and HL whale publicly rotating billions of BTC into ETH.Price still flat. Why?Retail is selling:• 100–1k ETH holders dumping• 10k–100k whales loading fastSupply moving from weak to strong hands. Same setup before every big run. https://t.co/uk9UGZwbma ...

Risk Management - Holding the token of a frequently used protocol can create double risk, as a hack could lead to both deposit losses and token value decline [1] - Diversification is not achieved by holding the token of a protocol where one's assets are deposited [1] Investment Strategy - Heavy users of a protocol might consider not holding its token to mitigate risk [2] - Those bullish on a protocol's growth may find it more beneficial to hold the token rather than depositing assets [2] - This logic applies to various protocols like Aave, Hyperliquid, Pendle, Fluid, and Lido [2] Analogy - The situation is compared to using Apple products and then buying Apple stock, but with the caveat that crypto carries different risks [1]

RT Ignas | DeFi (@DefiIgnas)I kinda disliked this bull cycle.Not because it is harder than previous ones, but because it is an 'externally driven' cycle:pushed by macro and lacking the kind of internal crypto innovation that made past cycles degen fun.But I realized that this cycle is a societal shift for crypto natives. It is our redemption arc.We finally feel less ashamed to say we work 'in crypto' than before.Because we are winning and outsiders hate it.Crypto lobbying wins in the US show that the 'old e ...

Market Sentiment - A potential market downturn is anticipated [1] - The industry is experiencing fear and uncertainty [2] - A market dip is expected [3] Market Cycle - The industry is observing whether the 4-year cycle will repeat [1]

Risk Management - Holding the token of a frequently used protocol can create double risk, as a hack could lead to loss of deposits and token value decline [1] - Diversification is not achieved by holding the token of a protocol heavily used, as both are vulnerable to the same risks [1] Investment Strategy - Holding the token of a protocol may be more beneficial than depositing if bullish on its growth [2] - The strategy of holding tokens instead of depositing applies to protocols like Aave, Hyperliquid, Pendle, Fluid, and Lido [2]

Just look how the "old people" try to understand crypto and DATs.The reporter can't understand the new world that she is comparing her teeth with BTC.Totally out of touch with the new realities.https://t.co/xrCFsimjHYJoe Nakamoto ⚡️ (@JoeNakamoto):Wild.The FT markets columnist, Katie Martin, on bitcoin.Martin has covered bitcoin for 7 + years at the FT and still, openly, does not get it.This is 100% real, not ai, (except the gag at the end lol).I cut together her comments from a Strategy video. https://t.co ...

Industry Positioning - The industry is becoming the new elite [1] - Traditional finance professionals may dislike the industry, but will need its capital [1]

I kinda disliked this bull cycle.Not because it is harder than previous ones, but because it is an 'externally driven' cycle:pushed by macro and lacking the kind of internal crypto innovation that made past cycles degen fun.But I realized that this cycle is a societal shift for crypto natives. It is our redemption arc.We finally feel less ashamed to say we work 'in crypto' than before.Because we are winning and outsiders hate it.Crypto lobbying wins in the US show that the 'old establishment' can’t keep us ...

RT Ignas | DeFi (@DefiIgnas)Random thoughts on the state of crypto: #4- Hope for a slow grind up in prices. If we suddenly pump to euphoria in Q4, it likely peaks as natives sell into surges. Slow grind = natives sell to institutions, then buy back later.- TradFi DAT cycle: BTC DAT -> ETH DAT -> Alt DATs (We're here) -> Onchain DATs. Keep an eye on @eth_strategy and its $STRAT token for the rotation (if happens).- The onchain DAT meta could revive dying crypto alts like it revived dying tradfi stocks. And i ...

Market Trends & Investment Opportunities - The market anticipates a gradual price increase, as a rapid surge in Q4 could lead to a peak due to early investors selling, while a slow grind allows for institutional accumulation and subsequent buybacks [1] - The traditional finance (TradFi) Decentralized Autonomous Token (DAT) cycle is progressing from Bitcoin to Ethereum to Altcoins, and is currently in the Altcoin phase, with Onchain DATs potentially reviving struggling crypto assets [2] - Private Layer 1 blockchains (L1s) like Google and Stripe may negatively impact Ethereum's dominance, but still contribute to overall industry expansion, potentially benefiting both ETH and SOL [2] - A cycle top is unlikely without a surge in Runes and Ordinals [3] - Decentralized Science (DeSci) is gaining traction, exemplified by $AUBRAI's 100x growth on $BIO, suggesting a potential snowball effect [4] - Crypto debit cards are building payment networks, and spend-to-earn models could become a popular trend, offering lucrative airdrop opportunities [4] - The market is seeing a return to Initial Coin Offerings (ICOs), with capital shifting back into ICOs as airdrop farming becomes less profitable, indicating a more sustainable early-stage investment environment [4] Specific Altcoin Analysis - $CFG, as an original Real World Asset (RWA) with $1.2 billion Total Value Locked (TVL), has the potential for a 10x increase, trading approximately 40x below $ONDO, with Aave's Horizon utilizing two $CFG products and S&P partnerships [3] - $INV is being compared to $FLUID, showing increased adoption metrics and a potential for a 10x increase, but requires patience [3] - Hyperliquid's spot market growth is not fully reflected in its price, with the main uncertainty being the $HYPE team's token unlocks [5] Infrastructure & Platform Improvement - Polymarket requires improvements to its User Interface (UI) and trading experience due to persistent errors during market buys [5]