Ignas | DeFi
@DefiIgnas
Subscribe to my DeFi blog to get ahead of the curve 👉 http://www.ignasdefi.com Co-founder of @PinkBrains_io DeFi Creator Studio
Pump fun's has only one real competitor: Axiom. Weirdly, CT is quiet about it. I missed $HYPE airdrop, but I'm not missing $AXIOM ----- Axiom consistently trails Pump on daily fees, often generating more than Solana itself. Backed by YCombinator "Axiom the fastest company in…
Ray is clear what happens next: Tightening isn't likely soon, so it's wise to bet on a weaker dollar and low real interest rates. He specifically mentions USD being down 45% against BTC. Higher.
x.com/i/article/1947…
Credit-Based → Uncollateralized Loans Coming to Fluid Fluid will borrow $5M USDC/USDT and deposit it into a new DEX built on Fluid. The new DEX Lite will capture MEV that Fluid DEX couldn't, generating additional fees accelerating the path to $10M annual revenue for $FLUID…
Introducing the first credit-based protocol on top of Fluid: Fluid DEX Lite 🌊
$ETH needs to pump above $4k and beyond asap to keep up the hype alive. To make non-believers believe again. And don’t give time for degens to think. Ponzi treasury companies better push it up.
It would be funny if $SOL outperformed $ETH from now on. I’m not saying it’s gonna happen. But would be funny.
Huge winners and potential new runners this early stage alt-season: First, congratz to: - $PENGU, Pudgies, and @LucaNetz: That crazy $PENGU up by 10x since early April - @MustStopMurad: His story telling pumped #SPX86000 by 8K% in a year - $ENA: Stayed quiet for months but…
$FLUID might be one of the most overlooked ETH betas out there right now. Averaging $700M/day in volume. Dex v2 is next — if it delivers and actually flips Uniswap on volatile pairs like they’re expecting, the market’s going to have to reprice that narrative fast. It's already…
The thing with new launches is that once enough sophisticated participants are in the market, nothing that launches is ever undervalued (except if all smart money gets it wrong) But things can easily be overvalued, because its usually harder to go short than long
Buying on Binance on Day 1 will get you rekt. All the latest 10 tokens listed on Binance at TGE are down. Listing on Binance can still be a win for teams because a Binance spot listing at TGE might lead in a higher market cap versus having no Binance listing at TGE.
Crypto natives forgot what HUGE paper gains feel like. If ETH, HYPE etc. continue to pump, I will set aside some "fun money" to gamble on low-caps. We've done it before. We'll do it again. Coz the money won't feel real anymore.
Soon, our paper gains will grow so much that putting just 10% of that newfound wealth into altcoins will feel like a game. "Damn, I'm up 1M USD. I can set aside 100k for small-caps. If I lose it, whatever." If we all think like this, oh my, the fun will ensue.
My first ever viral thread: putting me from 300 to 3k followers in two days. 3 years ago. I put a week's of work into it. And continued to ship two threads per week of high quality content for months. Wonder if ROI of such time investment is still worth for X content?
1/ What's next for #DeFi?🤔 I researched roadmaps of 25 major protocols to find out. A lot is coming up: protocol-owned-stablecoins, new tokenomics, decentralization plans, The End Game for Maker and more. These are the top 7 trends coming for DeFi 🧵
$FLUID should catch up with $CRV - TVL: Fluid $1.5B vs Curve $2.5b - Trading volumes: Fluid does 2x the Curve volumes - Monthly fees: Fluid generates $5.37m vs Curve's $1.9m At $10m annualized revenue, $FLUID will start buy backs. That number is $6,6m now. I love Curve, but…
