Ignas | DeFi
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X @Ignas | DeFi
Ignas | DeFi· 2025-08-20 10:46
RT Pink Brains (@PinkBrains_io)Most retail has gotten used to farming airdrops, joining CEX launchpads, or buying at TGE (and getting dumped after).But crypto ICOs are heating up again with new opportunities to be "early".Here are 4 notable community sales to consider in August 🧠🧵 https://t.co/B9ugvRSiTS ...
X @Ignas | DeFi
Ignas | DeFi· 2025-08-20 05:20
Buyback Models - Fluid DAO 将投票决定从 10 月 1 日开始实施的回购模型 [1] - 三种模型包括动态 FDV 曲线、30 天 TWAP 以及混合模型 [1] Dynamic FDV Curve Model - 当 FDV 小于 5 亿美元时,100% 的收入用于回购 [1] - 随着 FDV 上升,分配比例降低 [1] - 旨在支持被低估的 Token,但存在“价格天花板”的风险 [1] 30-day TWAP Model - 如果 Token 交易价格低于 30 天平均价格,则使用收入进行回购 [2] - 如果高于 30 天平均价格,则不进行回购 [2] - 旨在逢低买入,并在强势时节省现金 [2] Hybrid Model - 混合模型结合了动态 FDV 曲线和 30 天 TWAP 两种模型 [3] - 在牛市中,当 Token 价格上涨时,回购最少,以便更多收入可以用于建设国库 [3] - 在熊市中,FDV 曲线启动,在 Token 被低估时分配更多资金用于回购 [3] - 旨在避免在顶部浪费现金,同时在底部介入以支持价格 [3]
X @Ignas | DeFi
Ignas | DeFi· 2025-08-20 03:01
RT Ignas | DeFi (@DefiIgnas)State of the Market #7 is outIn this post I cover:• It’s All About DATs Now• Bull Case for Altcoin DATs• Time to Sell?• Sky Protocol Gets S&P RatingRead here ↓https://t.co/upIVYMML0o ...
X @Ignas | DeFi
Ignas | DeFi· 2025-08-19 14:51
State of the Market #7 is outIn this post I cover:• It’s All About DATs Now• Bull Case for Altcoin DATs• Time to Sell?• Sky Protocol Gets S&P RatingRead here ↓https://t.co/upIVYMML0o ...
X @Ignas | DeFi
Ignas | DeFi· 2025-08-19 13:50
How to make CT happy?Give them freebies and airdrops. https://t.co/JrbMJlFFk2 ...
X @Ignas | DeFi
Ignas | DeFi· 2025-08-19 00:40
Tokenization & Index Funds - S&P Dow Jones 将进入代币化领域 [1] - S&P 500 指数已授权给 Centrifuge 用于链上指数基金,其他指数(如道琼斯指数)也在考虑范围内 [1] - 主要指数公司实现主要指数的部分所有权 [2] Potential Benefits - 实现 24/7 全天候交易和可编程投资组合 [2] - 提供超越 ETF 的全球访问权限和流动性 [2]
X @Ignas | DeFi
Ignas | DeFi· 2025-08-18 22:32
Market Sentiment - The document references a question about which crypto cycle it is, suggesting a focus on market cycles within the DeFi space [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-08-18 22:11
DeFi Innovation - DATs (Decentralized Autonomous Tokens) enable altcoins to go public, transitioning from ICO (Initial Coin Offering) to IPO (Initial Public Offering) [1] - DATs facilitate TradFi (Traditional Finance) investment in the future of lending, exemplified by a $AAVE DAT [1] Market Implications - A DAT for BNB (Binance Coin) is viewed as a Binance IPO, potentially circumventing traditional IPO processes [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-08-18 14:39
I once discussed a marketing campaign with a dead project’s team that needed to orchestrate a ‘pivot’.A pivot from their dead business to a new model.Why? Because their token was about to get delisted from Binance and they needed to show they are still active.Yet the whole team was gone.The ‘pivot’ was just smokescreen with an outsourced team to make a deck and a whitepaper while doing a KOL campaign.Of course, at @PinkBrains_io we’d never work with such a project so we declined.The token got delisted from ...
X @Ignas | DeFi
Ignas | DeFi· 2025-08-18 12:56
Market Sentiment - The document references a question about which crypto cycle it is, suggesting a focus on market cycles within the DeFi space [1]