Ignas | DeFi
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X @Ignas | DeFi
Ignas | DeFi· 2026-02-04 09:50
RT Ignas | DeFi (@DefiIgnas)Timely Aave DAO vote to shut down three L2 deployments:1. zkSync2. Metis3. SoneiumDue to:- Low and persistent usage- No signs of organic growth- No credible short-term path to becoming meaningful contributors to the Aave ecosystemOuch https://t.co/h1wGT82hhe ...
X @Ignas | DeFi
Ignas | DeFi· 2026-02-04 07:21
RT Ignas | DeFi (@DefiIgnas)"We are confident Base will progress from a Stage 0 to Stage 1 rollup in 2023 and a Stage 2 rollup in 2024."In reality Base transitioned to Stage 1 two years late. And Stage 2 never arrived.Not to blame Base here! Not a single economically important L2 reached stage 2.Optimism cofounder @tyneslol said Stage 2 is "a distraction from what users want." It's not technically ready: proof systems are fragile, and Ethereum hardforks break L2 proofs.I wonder what Base/Coinbase teams will ...
X @Ignas | DeFi
Ignas | DeFi· 2026-02-04 02:10
RT Ignas | DeFi (@DefiIgnas)Deleted my earlier Aave x MegaETH post. It mentioned the 6% MEGA token allocation which was in the original proposal last year.The final vote has different terms:An option (2) with $2M/year revenue guarantee only. Or another with points.Option 2 won. No points, and no tokens. Just a $2M per year revenue floor for 5 years.But MegaETH has the sole discretion to give points or tokens if they wish to :)Notably, ACI abstained (accounting for 30% of all voting power). ...
X @Ignas | DeFi
Ignas | DeFi· 2026-02-03 21:48
Timely Aave DAO vote to shut down three L2 deployments:1. zkSync2. Metis3. SoneiumDue to:- Low and persistent usage- No signs of organic growth- No credible short-term path to becoming meaningful contributors to the Aave ecosystemOuch https://t.co/h1wGT82hhe ...
X @Ignas | DeFi
Ignas | DeFi· 2026-02-03 21:02
Based Base's Jesse!"We reached stage 1 last year and are accelerating towards solving the technical complexities of safely reaching stage 2."and"excited to work with ethereum to build the onchain future we all believe in."https://t.co/3ULPDJd0z0jesse.base.eth (@jessepollak):it’s great to see ethereum scaling L1 - this is a win for the entire ecosystem.going forward, L2s can’t just be “ethereum but cheaper.” that's why from the beginning of base we've shown up everyday to onboard new users, developers, and a ...
X @Ignas | DeFi
Ignas | DeFi· 2026-02-03 19:18
"We are confident Base will progress from a Stage 0 to Stage 1 rollup in 2023 and a Stage 2 rollup in 2024."In reality Base transitioned to Stage 1 two years late. And Stage 2 never arrived.Not to blame Base here! Not a single economically important L2 reached stage 2.Optimism cofounder @tyneslol said Stage 2 is "a distraction from what users want." It's not technically ready: proof systems are fragile, and Ethereum hardforks break L2 proofs.I wonder what Base/Coinbase teams will take from this shifting ove ...
X @Ignas | DeFi
Ignas | DeFi· 2026-02-03 14:23
Interestingly, I had launched tokens on Zora and other platforms as well and nobody noticed.Yet after launching on Clanker I got DMs, comments etc, showing that @clanker_worldhas actually a big user base.I will not trade that token or launch others on Clanker.Will keep that token as my sole token for Farcaster.Dumb name, but will do. ...
X @Ignas | DeFi
Ignas | DeFi· 2026-02-03 14:01
Deleted my earlier Aave x MegaETH post. It mentioned the 6% MEGA token allocation which was in the original proposal last year.The final vote has different terms:An option (2) with $2M/year revenue guarantee only. Or another with points.Option 2 won. No points, and no tokens. Just a $2M per year revenue floor for 5 years.But MegaETH has the sole discretion to give points or tokens if they wish to :)Notably, ACI abstained (accounting for 30% of all voting power). ...
X @Ignas | DeFi
Ignas | DeFi· 2026-02-03 13:51
Farcaster doing $168M annualized in fees.Wait, what?It was supposed to be "sold", "shut" or dead??It's actually Clanker revenue that Farcaster acquired Clanker in October 2025.Clanker is a token launcher on Base that lets you deploy memecoins by tagging @clanker on Farcaster. Now all protocol fees go toward CLANKER buybacks.The interesting part: AI agents can launch or have tokens too.Austin Griffith (Ethereum Foundation dev, scaffold-eth creator) deployed an AI agent called clawd.atg.eth* @clawdbotatgCommu ...