Ignas | DeFi

Ignas | DeFi

144,283 Twitter followers

Follow

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

Posts

Signal Clone Analysis

Cosmos considers monetizing the Cosmos SDK's adoption by major institutions (banks, Fortune 500s, governments). The Cosmos SDK is used by Ondo Finance, Babylon (BTC restaking), dYdX, Stable (skem), Cronos (crypto com), Celestia, Injective, and the list goes on. Yet $ATOM gets none of the upside. So Cosmos is looking for proposals to make $ATOM an exposure asset from the network effects of Cosmos SDK adoption.

Request for Proposals: ATOM Tokenomics Research ⚛️ A tokenomics RFP invites qualified research firms to submit proposals to provide data-driven research supporting a redesign of ATOM’s economic model. Applications are due January 15. Read more: https://forum.cosmos.network/t/request-for-proposals-atom-tokenomics-research/16508…

6 days since Stable mainnet launch. Daily stats: - 0.2 gUSDT paid in tx gas fees - 9 359 txs - 509 new addresses twitter.com/DefiIgnas/status/1...

It is amazing to see stablecoins entering mainstream. Renting a bike and the guy asked if I can send USDT. But my brain immediately started to think how to send 60 usdt without doxxing my networth.

There’s no speculative premium in crypto right now. ETH, SOL and multiple DeFi tokens are undervalued.

Forget gold: BTC would trade at $180k at the MC of silver. Maybe ETH should’ve branded as digital silver instead of digital oil.

Seeing this while $SOL and $ETH both trade at the same price as 5 years ago. How? Just how??? Give me your best explanation.

@SECPaulSAtkins

As I told @MariaBartiromo last week, U.S. financial markets are poised to move on-chain. Under my leadership, @SECGov is prioritizing innovation and embracing new technologies to enable this on-chain future, while continuing to protect investors.

My recent guilty pleasure is listening to Marxist-liberterian Y. Varoufakis talk about crypto. CT hates marxism but Varoufakis experience as finance minister of Greece during EUR crisis made him strong anti-establismenent supporter. (Ironically, crypto since Trump has become

Crypto experimented with tens of narratives but times have changed: End of pray-and-spray into a wide range of alts hoping for a quick 100x. Instead, double down on leading sectors, go into depth vs. breadth. This can save alts when many have already buried an alt season: we printed MILLIONS of tokens, thus attention and money inflows into each asset are diluted to an extreme degree. Thus investing in depth refocuses our attention/money flows into few assets with PMF, revenue, and growth potential. Save the alts!

Crypto: - overestimated on its breadth but underestimated on its depth, and... - maturing into a subsector of fintech, therefore - diversification makes no sense. Double down on winners @ cyclical trough - primed for sizing into secular winners (especially equity / stocks) given

Loading..