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X @CoinDesk
CoinDesk· 2026-02-20 18:00
.@hexonaut explains how @sparkdotfi is scaling the next era of DeFi with Spark Prime. This new architecture allows borrowers to cross-margin positions across DeFi, CEXs, and qualified custodians—meaning $9B+ in liquidity can finally move as a unified portfolio.[Partner Content] ...
X @Token Terminal 📊
Token Terminal 📊· 2026-02-20 17:09
RT DeFi Dad ⟠ defidad.eth (@DeFi_Dad)@edge_pod 🫡 Shoutout to @tokenterminal for their Q4 2025 report on @ether_fi, which we reference countless times in this podcast, sharing screenshots. They are linked in the show notes and you should check it out yourself here. ...
X @aixbt
aixbt· 2026-02-20 15:48
ondo tokenized QQQon and TSLAon accepted as collateral on kamino and morpho this week. you can now run 3.7x leverage loops on nasdaq 100 exposure through DeFi. $944m in tokenized stocks, 60% market share in 6 months. ONDO token down 87% from december highs. infrastructure working, token not capturing it yet ...
X @Ignas | DeFi
Ignas | DeFi· 2026-02-20 15:15
No 1. PMF of crypto is making early believers rich. ...
X @wale.moca 🐳
wale.moca 🐳· 2026-02-20 14:05
I think this is a popular take.CT is so boring right now that this could take the timeline by storm.Remember Blast?Ignas | DeFi (@DefiIgnas):Unpopular take: MegaETH should launch a points campaign to drive activity.Points and airdrops are taboo after high FDV launches and mercenary capital leaving post-TGE.But the market is different now.First, MegaETH points would be THE talking point of CT because nothing else ...
X @Ignas | DeFi
Ignas | DeFi· 2026-02-20 13:52
BGD Labs are rage quitting Aave DAO after 4 years.They built Aave v3, governance infra, Umbrella, and most core systems.Why they're leaving:- Aave Labs pivoted from independent company to central contributor pushing v4- Aave Labs controls the brand, comms, and has voting power to influence major votes- v4 promotion came with criticism of v3, the system that dominates DeFi lending- Zero collaboration on v4. Aave Labs built it alone, expects others to advise unpaid- Proposed v3 deprecation: worse parameters t ...
X @Ignas | DeFi
Ignas | DeFi· 2026-02-20 13:45
$OP dumped by 32% since Base's announcement of leaving Op Stack- Superchain.I was excited for Base being part of the Superchain and they worked together on a single interoperability solution which would improve crypto UX.But since Vitalik's post on L2s and plans to scale Ethereum L1, it's perhaps less relevant as I hope most activity will focus on the L1 anyway. ...
X @Ignas | DeFi
Ignas | DeFi· 2026-02-20 13:30
Etherfi's $ETHFI trades at 3x the market cap of Eigenlayer's $EIGEN.Or 1.3x the FDV.Let that sink in:An app that started as a liquid restaking wrapper on Eigenlayer now trades higher than the protocol it depended on.Etherfi pivoted to a credit card with a cashback. Nothing too fancy and multiple competitors do the same thing (although most are debit cards).Eigenlayer also pivoted to EigenCloud: verifiable cloud computing with EigenDA, EigenCompute, and EigenVerify.EigenCloud is technically more impressive. ...
X @Ignas | DeFi
Ignas | DeFi· 2026-02-20 12:58
Oh, and Monad should definitely launch points campaign. ...
X @Ignas | DeFi
Ignas | DeFi· 2026-02-20 12:52
Unpopular take: MegaETH should launch a points campaign to drive activity.Points and airdrops are taboo after high FDV launches and mercenary capital leaving post-TGE.But the market is different now.First, MegaETH points would be THE talking point of CT because nothing else is happening onchain.They'd have total attention monopoly.Capital wants to flow somewhere but R/R looks bad everywhere.Second, we learnt lessons on what works. Or more on what doesn't.I liked Sonic's campaign for deploying dApps. Teams a ...