Ignas | DeFi
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X @Ignas | DeFi
Ignas | DeFi· 2025-11-06 15:17
Vault products like disgraced Stream xUSD will continue to attract users.DeFi gets complicated and retail WANTS higher passive yield, so 'experts' fill that hole.Problem is opacity: You can't track where funds are in real time.DeFi already solved this issue last cycle:Products like Yearn, Beefy, Fluid 'Lite' vaults are transparent. And Lido is entering Vault category with their own strategies.Yep, yields are less juicy, but at least you know where the money is and where the yield comes from.Lido (@LidoFinan ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-06 14:08
E.g., BOB is doing a sale with lower valuation for core community.They might skip airdrop altogether.https://t.co/KiMQiVp3PGBOB (@build_on_bob):The $BOB Community Sale is a key milestone on the journey to a community owned Bitcoin DeFi platform.The sale has two tranches, and both offer discounted valuations compared to the last VC/institutional round, and have more favourable vesting than both team and investors. https://t.co/6S2JpAG57s ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-06 14:03
48k allocation for $MEGA4x upside or $144k in profit at the current $0.4 USD per token.Is this the new playbook that replace airdrops?Is this the new playbook replacing airdrops?Airdrops were easy to sybil as most tokens went to short term farmers with no alignment.MegaETH changes that with real capital at risk, strict vetting based on wallet history, social impact, and community alignment.Days of making big buck with a few USD and few txs might be gone. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-06 13:51
My bull run goal is to earn more money from crypto card airdrops than I spend using them.- Hard to farm (KYC + spending IRL)- Cards have teams building neobanks + their infra- Sticky usersI believe.Marco Manoppo (@ManoppoMarco):Crypto card transaction volumes climbed from $318M to $376M in October.> Rain Cards ($196M) and RedotPay ($100M) leading the market.> Etherfi Cash followed with $33M in volume.> Top growth performers included Rain Cards (+$50M), Etherfi Cash (+$9M), Cypher (+$3M), KoloHub https://t.c ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-06 11:24
Btw, correct me here if I am wrong!A few interesting notes:- Venus burns BNB as BNB holders covered Venus’s old bad debts.- Massive ~$17M for JST buy backs come from the $17m JustLend DAO’s net protocol revenue plus excess income from the USDD stablecoin! https://t.co/71uJv0mMgD ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-06 11:17
Lending market tokenomics shows how far DeFi has matured.5 out of 10 top lending protocols now share revenue with holders:• Aave: Snapshot vote passed to enshrine $50M/yr in buybacks• Maple: 20–25% of revenue buys back and rewards stSYRUP stakers• Fluid: Began buybacks Oct 6 after $10M annual revenue, already 0.36% of supply bought back• Venus: 20% of revenue buys back $XVS and 25% of BNB Chain revenue burns $BNB• JustLend: 30% of revenue to quarterly JST burns, first $17.7M (5.66% supply) in Oct 2025Spark ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-05 15:34
Painful because I truly believe megaeth is THE L2 to save the modular Ethereum thesis.To save all L2s. And prove that it works.Ignas | DeFi (@DefiIgnas):$ETH dumping hurts.But not being on the MegaETH community list hurts more :(Send 🫂 pls ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-05 15:05
$ETH dumping hurts.But not being on the MegaETH community list hurts more :(Send 🫂 pls ...
X @Ignas | DeFi
Ignas | DeFi· 2025-11-05 07:40
RT Ignas | DeFi (@DefiIgnas)It’s not over.I mean, yeah, it’s over for many overvalued alts with no value accrual or revenue share.The market couldn't sustain the valuations of thousands of tokens printed out of thin air this cycle.We needed a reset and the washout is here.Many alts will never recover.But those that stand out will become great buying opportunities.Sure, it hurts if you hold alts you have no conviction in.But if you are in stablecoins or BTC, keep watching which alts that recover the fastest ...