Ignas | DeFi

Ignas | DeFi

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Subscribe to my DeFi blog to get ahead of the curve 👉 https://t.co/7O0WAdXUnT Co-founder of @PinkBrains_io DeFi Creator Studio

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Signal Clone Analysis

Scroll is pausing its DAO and moving to centralized governance. Delegate program will shut down, votes cut mid way, foundation members quitting. Reason given was regulatory environment but still vague. Not sure what's happening.

DATs for altcoins = IPOs DeFi protocols can’t list directly on NASDAQ etc., so their tokens end up either: - Traded on TradFi exchanges - Wrapped inside DAT stocks listed on TradFi exchanges I like DATs if they pump my $FLUID bags. But this market is crazy. twitter.com/DefiIgnas/status/1...

idk, these DATs make me nervous already - mNAVs compressed, trading at or below 1 - BMNR has to buy back its stock while also buying non-ETH assets - BTCS launched the ETH “bividend” but price still fails to rally, mNAV at 0.66 For ETH it is most worrying. DATs pumped ETH, but now struggle as retail is not buying the ETH story. For ENA, SOL, HYPE it's still earlier days so perhaps can do better. Most DATs were random businesses before pivoting to crypto. Pure mercenary capital: • Convano – Japanese nail salon • Metaplanet – hotel chain in Japan • Kindly MD – cannabis healthcare • Smarter Web – UK web design agency • DDC Enterprise – meal kits & cooking media • Eightco – packaging & e-commerce funding • SharpLink – iGaming affiliate marketing • Forward Industries – device cases • Upexi – consumer brands roll-up (thx to chatgpt for the research for this list) It's really the moment when in 2017 companies added "blockchain" to their name and stocks pump. We all know these Ponzis will collapse but we think it's still early. Thoughts?

Who will win the USDH ticker on Hyperliquid? Feels it's a fight between the corporate side of crypto vs DeFi native solutions. Main players: Native Markets • Hyperliquid-first, issued directly via HyperEVM (then bridged to Core) • Reserves with BlackRock and Superstate via

Kinto pitched itself as the security first chain. KYC for every user. Audits and monitoring. Firewalls. Insurance for wallets. Their pitch wrote that crypto is 'dwarfed by the constant [...] smart contract hacks[...] Kinto is [...] designed to address all these problems.' But twitter.com/DefiIgnas/status/1...

DeFi lending TVL crossed $120B, setting a new all-time high since December. - What's the drive? - Onchain metrics - Types and highlight protocols Here is an overview of the DeFi Lending landscape of 2025 🧠🧵

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