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

It's annoying that Ethereum takes 15min to finalize transaction. Or 64 blocks. You have to wait until money is freely available in your CEX account (to withdraw). And it puts risks for cross-chain bridges. So bridges might take the risk of reorg if they want to offer users fast bridging experience. Similarly for optimistic rollups. Or imagine for big purchases in stablecoins face-to-face (if they were common). you'd need wait 15 awkward minutes until it's finalized. Can't wait for Single Slot Finality (SSF) hard fork but not sure if it's coming in 2026.

Ethereum validator entry queue just flipped exit queue. Big reasons for massive dislocation: - DeFi deleveraging when Aave borrow rates increased and stETH loopooors were forced to unwind (Justin Sun seem to have started it) - Kiln API exploit prevention lead to unstaking (and now staking) - After Pectra improved staking UX and raised max validator limits, making restaking easier for large balances Possible positioning for ETH staking ETFs? twitter.com/DefiIgnas/status/2...

Things I got wrong this cycle: - restaking - Runes/Ordinals - Friend tech - Stacks ecosystem - Sonic - Arweave/AO Weirdly, a few good decisions fixed the above mistakes: - Not fading Sol - Buying Hype - Selling airdrops - No leverage. Not many lessons to take from these mistakes: I believed and still believe in clicking buttons. But the amount of clicking has decreased significantly since late 2025. The R/R for alts seems bad and great airdrops are few and rare.

Happy Christmas, my poor friends 🎁

BTC price action is painful, especially when gold, silver, Nasdaq pumps. Ironically, this makes BTC attractive long term for institutions. If BTC trades like tech, it’s useless for diversification. If it trades on some mysterious catalysts, it makes it allocatable. Blackrock called it 'A Unique Diversifier' as it is obviously risky, but can't be evaluated on P/E, sales, or other criteria typical for 'risk-on' assets. Funny, many crypto analyzoooors continue to bet on BTC as Nasdaq beta. If this beta is gone, it's long-term bullish BTC. "Over the long term, bitcoin’s adoption trajectory is likely to be driven by the intensity of concerns over global monetary stability, geopolitical stability, U.S. fiscal sustainability, and U.S. political stability." - Blackrock. None of these are broken catalysts for BTC. Just old whales mass selling and retail panic dumping as a result.

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