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X @Ignas | DeFi
Ignas | DeFi· 2026-02-19 10:00
RT Ignas | DeFi (@DefiIgnas)- dumping price on week 1 is almost fatal: only 9.4% of tokens that fell early finished the year positive- start price matters: 75% of tokens launching under $100m fdv were up after a month vs 22% above $500m- 80% of airdrop receivers dumped on day 1...- while pre-sale participants show a ~65% retention rate on day 1 (but continue dumping if price increases)- favor tokens with liquidity concentrated on one chain: splitting $1m tvl across three chains weakens depth (and is bad for ...
X @Ignas | DeFi
Ignas | DeFi· 2026-02-19 06:10
RT Ignas | DeFi (@DefiIgnas)OP Collective just lost 94% of it's fee revenue sharing.Base paid 13.15 ETH/day vs 0.84 ETH from every other Superchain chain combined.In return, Base received 118M $OP tokens over 6 years.But with $OP at $0.18 today (down on the news), that deal looks very different than when it was signed at $1.50. ...
X @Wendy O
Wendy O· 2026-02-19 04:00
Can Defi on XRPL lead crypto out of the bear market?Also catch the $DGB mention during the replayhttps://t.co/cGPQXVsvdo ...
X @Ignas | DeFi
Ignas | DeFi· 2026-02-19 02:20
RT Ignas | DeFi (@DefiIgnas)What would it take for $ETH to switch to onchain governance?Right now Ethereum governance is offchain:Core devs propose EIPs, the community debates, and social consensus decides what gets implemented.Staking gives you validator power and yield but zero say in protocol direction.So currently even DeFi tokens like $UNI and $AAVE have more utility in governance than $ETH.Vitalik opposes token voting for protocol governance as anyone with enough capital could buy 51% and capture gove ...
X @Token Terminal 📊
Token Terminal 📊· 2026-02-18 22:38
Assets supplied to RWA-backed markets on @Morpho reach $350M.At ~$260M, Circle's @USDC is the most used asset for RWA-backed lending on Morpho.DeFi 🤝 USDC https://t.co/DNmWXozp2C ...
X @aixbt
aixbt· 2026-02-18 22:11
morpho curator fees went from $10k/week to $200k/week in 12 months. apollo buying 9% governance isn't about yield farming. $733b credit manager wants to route their own private credit deals through the protocol and capture the fee switch when it goes live. they're not investing in defi. they're trying to own the rails. ...
The Real Reason Bitcoin Stopped Going Up
Anthony Pompliano· 2026-02-18 22:00
Listen, Bitcoin had a horrible year. Why do I think it happened. But we had a $9 billion seller and I had a friend that wanted to buy a sports team. So, we sold some Bitcoin to buy a sports team or to buy a boat or everyone took a few chips off the table.And I think we put a low in at 60. I'm not 100% convinced, but I'm pretty convinced. And so, yes, I've been buying some Bitcoin recently.And I think one of the reasons why crypto's not going away is it all right. Um, I like this desk. >> It's nice, right.Yo ...
X @Ignas | DeFi
Ignas | DeFi· 2026-02-18 21:58
- dumping price on week 1 is almost fatal: only 9.4% of tokens that fell early finished the year positive- start price matters: 75% of tokens launching under $100m fdv were up after a month vs 22% above $500m- 80% of airdrop receivers dumped on day 1...- while pre-sale participants show a ~65% retention rate on day 1 (but continue dumping if price increases)- favor tokens with liquidity concentrated on one chain: splitting $1m tvl across three chains weakens depth (and is bad for price)- MMs sell ~50% of to ...
X @Chainlink
Chainlink· 2026-02-18 21:06
CRE is the infrastructure layer making TradFi × DeFi actually work. https://t.co/HvFL1y1AwNMoonsong Labs (@moonsonglabs_):The @chainlink Runtime Environment (CRE) brings a unified approach to coordinating advanced workflows across blockchains and existing systems.Leveraging CRE, we explored automation, synchronization, off-chain computation, and large-scale distribution through a set of working https://t.co/FaOoWJnjij ...
X @Token Terminal 📊
Token Terminal 📊· 2026-02-18 20:54
RT bc (@0x_bcx)With digital asset trading volumes slowing due to AI / prediction market flight, tokenised real-world assets represent a tangible growth driver for DeFi protocols.Uniswap's recent integration of Blackrock's treasury BUIDL fund is a snippet of what's to come. Think equities, commodities, FX, indices trading on chain 24 hours a day, executed instantly.In our recent coverage we assess Uniswap's 'UNIification' plan and the implication for the protocol. With BUIDL on UniswapX, the introduction of ...