X @Ignas | DeFi

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]