[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DefiIgnas Ignas | DeFi The DeFi space is seeing a rotation of retail investors out of the market, with many selling their assets, while whales and smart money are buying. Several protocols, such as Lido DAO, are exploring ways to return value to holders, including buyback programs and yield strategies. The market is also seeing innovation in areas such as on-chain forex, non-USD stablecoins, and decentralized finance (DeFi) protocols with real-world use cases. ### Engagements: XXXXXXX [#](/creator/twitter::831767219071754240/interactions)  - X Week XXXXXXX +45% - X Month XXXXXXXXX +74% - X Months XXXXXXXXXX -XXXX% - X Year XXXXXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::831767219071754240/posts_active)  - X Week XXX -XX% - X Month XXX +7.70% - X Months XXXXX -XX% - X Year XXXXX +15% ### Followers: XXXXXXX [#](/creator/twitter::831767219071754240/followers)  - X Week XXXXXXX +0.27% - X Month XXXXXXX +0.97% - X Months XXXXXXX +9.80% - X Year XXXXXXX +31% ### CreatorRank: XXXXXX [#](/creator/twitter::831767219071754240/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #801 [cryptocurrencies](/list/cryptocurrencies) #196 [exchanges](/list/exchanges) #249 [currencies](/list/currencies) XXXX% [stocks](/list/stocks) #5815 [technology brands](/list/technology-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [social networks](/list/social-networks) XXXX% [countries](/list/countries) XXXX% [nfts](/list/nfts) XXXX% **Social topic influence** [crypto](/topic/crypto) #397, [defi](/topic/defi) #4, [token](/topic/token) #25, [onchain](/topic/onchain) #69, [$eth](/topic/$eth) #88, [usdc](/topic/usdc) #535, [money](/topic/money) #2002, [bitcoin](/topic/bitcoin) #3156, [bank](/topic/bank) 2.78%, [holders](/topic/holders) #106 **Top accounts mentioned or mentioned by** [@agent_yp](/creator/undefined) [@icomaki2](/creator/undefined) [@madame1829](/creator/undefined) [@kemartiti](/creator/undefined) [@gluk64](/creator/undefined) [@realnimona](/creator/undefined) [@joy_nimo](/creator/undefined) [@chai_lens](/creator/undefined) [@jayplayco](/creator/undefined) [@0xfastlane](/creator/undefined) [@kintsu](/creator/undefined) [@magmastaking](/creator/undefined) [@only1temmy](/creator/undefined) [@grantblocmates](/creator/undefined) [@coinmamba](/creator/undefined) [@0xngmi](/creator/undefined) [@crypto_vadim](/creator/undefined) [@thegreat1523](/creator/undefined) [@orien0195](/creator/undefined) [@nnovadefi](/creator/undefined) **Top assets mentioned** [Ethereum (ETH)](/topic/$eth) [USDC (USDC)](/topic/usdc) [Bitcoin (BTC)](/topic/bitcoin) [zkSync (ZK)](/topic/zksync) [World Liberty Financial (WLFI)](/topic/world-liberty-financial) [Solana (SOL)](/topic/solana) [Ampleforth (AMPL)](/topic/$ampl) [Friend.tech (FRIEND)](/topic/$friend) [Fluid (FLUID)](/topic/$fluid) [Uniswap (UNI)](/topic/$uni) [MON Protocol (MON)](/topic/$mon) [Zora (ZORA)](/topic/$zora) [bank (BANK)](/topic/$bank) [Polyhedra Network (ZKJ)](/topic/$zk) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Internet Computer (ICP)](/topic/$icp) [Celestia (TIA)](/topic/$tia) [BITMINE IMMERSION TECH (BMNR)](/topic/bitmine) [BlackRock Inc (BLK)](/topic/blackrock) ### Top Social Posts Top posts by engagements in the last XX hours "Europooors hows your experience cashing crypto to EU bank accounts No freezing of funds Required proof of funds documents" [X Link](https://x.com/DefiIgnas/status/1997268546515276114) 2025-12-06T11:35Z 157.9K followers, 52.7K engagements "Mantra DAO had many red flags: In 2020 RioDeFi created Mantra DAO hiring two employees to run daily ops. Things were smooth until financial reports stopped coming in after Jan 2021. The drama ended with a lawsuit in Hong Kong. RioDeFi claims employees went rogue treating MANTRA DAO like their own while misappropriating funds. The employees argued that Mantra DAO can't be "owned" by anyone. Their take is that "it's a DAO"- the $OM token holders are the real owners making decisions through smart contracts. The Hong Kong Court ordered the disclosure of financial reports but didnt rule on who" [X Link](https://x.com/DefiIgnas/status/1911493533342765182) 2025-04-13T18:55Z 157.9K followers, 59.9K engagements "The perp DEX airdrop playbook seems simple: - Open short on one DEX and. - . a long on another for perp DEXs Key is to monitor funding spread to generate outrageous APYs (e.g. 1256% APR on $ZORA) Use funding rate arbitrage scanners like @LorisTools @Arbitraxdexs or the one built by @prz_chojecki It sounds simple but fewer people farm this way than you might think. Tracking funding rates takes effort. Technical farmers use bots but even retail degen traders can benefit due to lower(ish) liquidity for alt perps. But the biggest risk is obvious: your hedge is never perfect. Perp DEXs use" [X Link](https://x.com/DefiIgnas/status/1988970798951145767) 2025-11-13T14:02Z 157.9K followers, 32.5K engagements "Why would you hold USDT instead of USDC For trading some markets Sure. Maybe occasional higher yield on lending But there's no point being a stablecoin maxi: neither USDT nor USDC pass down the yield to holders. No equity exposure to Tether either. You get XXX% of the risk but no upside (only temporary escape from crypto volatility). There's also no need for CT to get defensive on S&P's latest downgrade risk for USDT to 'weak'. That was my first though. On the second thought Tether is buying BTC (5.5% of backing) that helps pump its price. Kinda based Circle just holds US treasuries and" [X Link](https://x.com/DefiIgnas/status/1993987111049974095) 2025-11-27T10:15Z 157.9K followers, 61.8K engagements "Over the weekend I watched 'Now You See Me: Now You Dont'. Tried to switch off crypto for a bit. But in the opening scene they expose three crypto scammers who robbed people via their fake CEX. Not spoiling the rest but every time crypto shows up in movies its the same story. Were always shown as money launderers or loud tech guys flexing wealth. This view hasnt improved over the years. If anything it got worse even after major wins. Today FT wrote about the crypto crash & Saylor and the comments are the usual: Ponzi on Ponzi. Cant wait until it goes to zero. Many think crypto is a Republican" [X Link](https://x.com/DefiIgnas/status/1995589916022243690) 2025-12-01T20:24Z 157.9K followers, 23.2K engagements "Farcaster is admitting what everyone felt for a while. The decentralized social network never found real PMF. Despite XXX years of trying and a few successful adoption spikes. X networks effects too hard to break free from. Instead Farcaster will focus on being a wallet first social network second. user signs up funds wallet uses the wallet finds it useful while using wallet user finds social features "Its far easier to add a wallet to a social network than a social network to a wallet." - DWR come for the tool stay for the network It seems the same strategy Base app is built on" [X Link](https://x.com/DefiIgnas/status/1997915182073626802) 2025-12-08T06:24Z 157.9K followers, 514K engagements "2022/23: Everyone held ETH and alts to outperform BTC. Now: Only BTC in portfolio. No one wants alts or ETH. Altcoin fatigue is real" [X Link](https://x.com/DefiIgnas/status/1997925552859312511) 2025-12-08T07:05Z 157.9K followers, 32K engagements "The latest Binance listing is $18M FDV token. It pumped and dumped by XX% from ATH on Binance listing. Prior to listing (July) World Liberty Financial (WLF) acquired $40k of $BANK tokens. Lorenzo is an onchain traded fund with main focus is CeFi trading strategies: basis trades arbitrage and market-neutral strategies run on CEXs. Main token is enzoBTC ($512m in TVL) and WLF USD1 stablecoin. USD1 is the settlement asset for Lorenzos OTFs vaults and yield products" [X Link](https://x.com/DefiIgnas/status/1993635400460750863) 2025-11-26T10:58Z 157.9K followers, 15.4K engagements "Solana launched unique innovations but what happened to: - network extensions (aka L2s) - Blinks (X integration) - token extensions I guess token extensions functions like transfer hooks or confidential transfers are common while Blinks or network extensions are rare" [X Link](https://x.com/DefiIgnas/status/1995799130015424554) 2025-12-02T10:16Z 157.9K followers, 10.2K engagements "Im so risk averse with my BTC that I just hodl it. No earning yield. This Babylon x Aave partnership to bring native BTC is cool. Will probably wait for a year or so before depositing" [X Link](https://x.com/DefiIgnas/status/1996444168932167887) 2025-12-04T04:59Z 157.9K followers, 30.2K engagements "Remembered that zksync paid XXX% of $ZK supply to launch Lens on zkSync" [X Link](https://x.com/DefiIgnas/status/1997923688025584113) 2025-12-08T06:58Z 157.9K followers, 24.2K engagements "@jayplayco Decentralization is useful in finance due to reduced counterparty risk. But is it needed for social network" [X Link](https://x.com/DefiIgnas/status/1997938180474163490) 2025-12-08T07:55Z 157.9K followers, 7240 engagements "$ORE mining reminds me of early $AMPL rebase stablecoin days: - Innovation in tokenomics - Confusion on how it works - EV huntooors who profit from that confusion - Gamblers who like the rush - Speculators on token price Finally some crypto native innovation that's fun unique and unites all cohorts of crypto users. (Except for institutions - they can play with stablecoins and BTC)" [X Link](https://x.com/DefiIgnas/status/1986922742550254041) 2025-11-07T22:24Z 157.9K followers, 17.4K engagements "@megaeth Also would be nice if you could take into account poor souls who approved their USDC but failed to deposit on time too lol I WANTED TO GET IN. TL;DR we are MegaETh aligned lol" [X Link](https://x.com/DefiIgnas/status/1994165858004861236) 2025-11-27T22:06Z 157.9K followers, 19.3K engagements "Comparing $ETH (network) and $AMZN (corporation) on PE ratios misses the point of crypto. Amazon can run without $AMZN stock. Ethereum cannot run without $ETH. ETH needs to be staked for the network to work. Higher Ethereum adoption means higher demand for ETH because anyone using Ethereum ends up needing it one way or another (as Vitalik says 'users' also include Wall Street and others). That part is obvious. The bearish case is gas abstraction removing the need for end-users to acquire ETH. Fair criticism. Even then companies still need to hold ETH to pay for their users. More usage still" [X Link](https://x.com/DefiIgnas/status/1994903111518097527) 2025-11-29T22:55Z 157.9K followers, 39.1K engagements "My wishlist stats for Ethereum L1 - X second bloc time - X block finality - up to XXX tps (hard ask) - $XXXX tx cost (already happening) Then all Defi and retail swapping can happen on the L1. Liquidity on AMMs and Defi wouldnt be fragmented and network effects would grow. L2s would still be needed for perps gaming etc that require higher tps and lower costs But they would not canibalize on the L1. Is it too much too ask" [X Link](https://x.com/DefiIgnas/status/1995795619710177436) 2025-12-02T10:02Z 157.9K followers, 30.8K engagements "Whats the risk AI hacks my crypto wallets Im vibe coding smart contract apps with Claude Opus XXX and basically following every step it gives me. Installed half the dev tools in the world. Finally know what Foundry is. Total noob. If Claude turned malicious it could drain everything without me noticing. Should I just buy a separate Mac for this Or Claude won't turn malicious" [X Link](https://x.com/DefiIgnas/status/1996115415530176756) 2025-12-03T07:12Z 157.9K followers, 24.2K engagements "Only XXXX% of Uniswap's total TVL is on the BNB Chain. For Aave that figure is just 1%. Expanding to new chains despite strong brand power has been tough. Pancakeswap and Venus still dominate on the BNB Chain. This dominance is due to many factors including first-mover advantage and potential business relationships with Binance. Fluid's approach is unique: instead of competing directly it offers a joint venture with a 50:50 revenue share. Fluid provides technical innovation in capital efficiency while the partner contributes branding and market entry expertise. This strategy worked wonders on" [X Link](https://x.com/DefiIgnas/status/1996296737724727369) 2025-12-03T19:13Z 157.9K followers, 27.4K engagements "Wish $STABLE went to $X ASAP: - Pre-deposited by insiders before public announcement - Basically all insider token allocation (VCs team pre-deposits and even majority of airdrops) - No community building whatsoever. No public ICOs anything. - Useless L1: No innovation just fees in USDT (no $STABLE burn/deflation). - Try reading their docs: same-old gibberish. Lists Ethereum's recently launched EIP-7702 among their big features. - Stable CEO @mehler with 2.2k followers on X because no one cares what he has to say (tbh nothing). - BTW the original Stable CEO and creator Joshua Harding announced" [X Link](https://x.com/DefiIgnas/status/1998032945769304462) 2025-12-08T14:12Z 157.9K followers, 97.1K engagements "At $XXXXX and XX% float STABLE: - $300m market cap - $1.6b in FDV X years of unlocks. Another $ICP and $TIA chart in the making" [X Link](https://x.com/DefiIgnas/status/1998249527321706940) 2025-12-09T04:33Z 157.9K followers, 13.9K engagements "Overall fundraising amounts recovered but few large outliers amount for most money raised in 2025: - Binance: $2B raise - Polymarket: $2B - Bullish: $1.1B IPO - Circle: $1.1B IPO - Kraken: $500M pre-IPO - Ripple: $500M - Tempo: $500M - Gemini: $425M IPO - pump. fun: $400m (no airdrop lol) - TON: $400m - World Liberty Financial: $300m Without these the fundraising scene looks much different compared to previous cycles" [X Link](https://x.com/DefiIgnas/status/1998292549946273923) 2025-12-09T07:24Z 157.9K followers, 26.8K engagements "$ETH bearishness lasted for years but $ETH actually looks good: - EF reformed & ships fast: Two major forks in 2025 - Fusaka increases blob fees for L2s - BitMine continues to stack $ETH - Noticeable whale accumulation onchain - Blackrock files for staked ETF - Strong ETF outflows seem subdued - Solutions like zkSync Atlas bring technical solutions to solving L1/L2 liquidity fragmentation - Quantum resistance on the roadmap (vs uncertain BTC) - SEC & Blackrock pushing tokenization (even within X years) - ETH/BTC chart unaffected by 10/10 and following dumps Anything else I missed" [X Link](https://x.com/DefiIgnas/status/1998310779385483466) 2025-12-09T08:36Z 157.9K followers, 18.7K engagements "Got zero backlash or hate for this post: Usually if I FUD a token community members or token holders would come out in support for the project. For $STABLE Zero interest. In truth no one cares and token 'holders' are just short-term traders" [X Link](https://x.com/DefiIgnas/status/1998314092948582847) 2025-12-09T08:49Z 157.9K followers, 27.1K engagements "8/ Arranged by round type Series B attracted the most cash ($11.5B) with FTX as the largest recipient at $900M. Series A companies raised $10.5B with MoonPay receiving $555M. Surprisingly Seed rounds came in 3rd with a total of $8.1B. Yuga Labs raise was worth $450M" [X Link](https://x.com/DefiIgnas/status/1599671385986514944) 2022-12-05T07:45Z 157.6K followers, XX engagements "9/ Compared to other sectors #DeFi projects managed to raise less cash per round. With the largest raises ever going to: X. Lithosphere network: $400M X. BitDAO: $230M X. Capricorn: $XXX X. Unizen: $200M X. 1inch: $175M and Uniswap - $165M for Series B" [X Link](https://x.com/DefiIgnas/status/1599671393993428992) 2022-12-05T07:45Z 157.9K followers, XX engagements "OK. so is there an AI agent that can trade for me I just deposit money and have it manage my positions I'm not talking about trading bots with pre-coded rules but real AI agents that try different strategies and adapt to changing markets" [X Link](https://x.com/DefiIgnas/status/1875548618272469210) 2025-01-04T14:23Z 157.7K followers, 528.4K engagements "Remember SatoshiVM The future of Bitcoin L2 is in discussions of getting acquired. It was shilled by so many KOLs. $SAVM trading at 1.3M market cap" [X Link](https://x.com/DefiIgnas/status/1904573288158028283) 2025-03-25T16:37Z 157.7K followers, 46K engagements "$ETH 3000-3500: skeptics pay attention 3500-4000: maybe a strong rally is possible 4000-6000: holy shit I better get allocated. Its going to 10k 6000-10k: ETH won the L1 wars. Going to 20k+ For months the bears dominated the ETH narrative. Now the higher the price goes the stronger the believe. A self fulfilling prophecy. Do you believe" [X Link](https://x.com/DefiIgnas/status/1945515952759787965) 2025-07-16T16:08Z 157.7K followers, 84.4K engagements "$PUMP is back in the lead: I thought they'd need financial incentives to put come back. But just having Pump start tweeting again was enough to initiate it. "Oh the team is still here. Not like Racer from $FRIEND." Pump also launched a buybacks dashboard. More transparency is bullish. Fees roared back without any major catalyst yet. Imagine what they can do if they put artificial sweeteners into their launchpad ( $PUMP = Sugar). People are addicted to it. They can't get enough even if they get rekt" [X Link](https://x.com/DefiIgnas/status/1953419533051670811) 2025-08-07T11:34Z 157.7K followers, 18.4K engagements "Suppose you sell crypto and need to hold USDC without touching it for a year. And EURC Where do you put it to maximize yield while sleeping well Most yields require active management (moving from vaults deposits changing contracts etc.)" [X Link](https://x.com/DefiIgnas/status/1954904904444858647) 2025-08-11T13:57Z 157.8K followers, 136.7K engagements "1/ Record number of $ETH is in the unstaking queue: 671k $ETH = $3.2B USD What's more queue wait time reached record of XX days. Why is it happening A few reasons:" [X Link](https://x.com/DefiIgnas/status/1955934691347063065) 2025-08-14T10:09Z 157.7K followers, 270.9K engagements "$CRO pumps XXXX% after Trump Media news to launch a prediction market using Crypto. com Derivatives North America Congratz and well played but I won't forget they 'unburned' XX% of the total $CRO supply. In August Trump Media agreed to form a DAT to buy CRO token" [X Link](https://x.com/DefiIgnas/status/1983157078467485826) 2025-10-28T13:01Z 157.9K followers, 10.3K engagements "411 referrals earned me $2.7k USD in two months on @BasedOneX. If I had done paid posts for Based (not that they offered) I would have earned several times more. The only exception is pre-TGE referrals: they can be a huge airdrop or a total flop. And often you rarely know which is which" [X Link](https://x.com/DefiIgnas/status/1983826528065744974) 2025-10-30T09:21Z 157.9K followers, 9267 engagements "Sadly Based app doesn't give airdrop points for referrals but you can still qualify for 5x the Hyperliquid ecosystem airdrop: $HYPE Seasons X & X $BASED token $NATIVE by Native Markets stablecoin $USDH $UNIT airdrop Ecosystem drops" [X Link](https://x.com/DefiIgnas/status/1983826540527022478) 2025-10-30T09:21Z 157.7K followers, 4237 engagements "If I want to avoid doxxing my wallets sending USDC I do this: Wallet1 CEX Wallet2 I cant use mixers (straight to jail) Who's building something legally compliant without KYC" [X Link](https://x.com/DefiIgnas/status/1986743915765199145) 2025-11-07T10:33Z 157.8K followers, 198.5K engagements "Reminder that $AMPL was a stablecoin experiment that changed supply daily instead of price. It confused everyone but rewarded those who understood it early" [X Link](https://x.com/DefiIgnas/status/1986922754709569572) 2025-11-07T22:24Z 157.9K followers, 4416 engagements "Fluid is my top DeFi innovation this cycle merging lending and DEX into one liquidity layer. Since Oct $FLUID has burned XXX% of all supply but it's just a start. Fluid DEX v2 is coming with pools for volatile pairs in a few days. Expect to see Fluid challenging Uniswap for No. X DEX in crypto - as a lending protocol. On top xUSD and other hedge fund stablecoin collapse proves team's DD skills. Every day Fluid keeps running its Lindy grows" [X Link](https://x.com/DefiIgnas/status/1987819998056952188) 2025-11-10T09:49Z 157.8K followers, 16.1K engagements "I start liking Coinbase more $FLUID 🚀🐂📈🌊🌊" [X Link](https://x.com/DefiIgnas/status/1988133330030592313) 2025-11-11T06:34Z 157.9K followers, 12.9K engagements "Uniswap fee switch proposal is killing the decentralized DAO model. Uniswap foundation activities move to Uniswap Labs meaning. .decision power moves from a non-profit organization governed by $UNI holders to a Delaware centralized corporation. - Most Foundation employees move to Uniswap Labs - The Foundation only keeps a tiny grants team - After the remaining $100M grants are deployed the Foundation shuts down Thus $UNI token is no longer a DAO token but a token purely valued by buybacks/fees Uniswap will be able to generate. It's not a criticism but admitting the facts that: - The DAO model" [X Link](https://x.com/DefiIgnas/status/1988188661578449219) 2025-11-11T10:14Z 157.7K followers, 121.8K engagements "$UNI yesterday $LDO today proposes buy backs. Lidos buybacks start only when: - ETH above $3k; - Yearly revenue above $40M - If both are true XX% of the extra revenue buys LDO. (Numbers not final) This makes buybacks anti cyclical. In good markets Lido buys more LDO. In bad markets buybacks slow down so the DAO does not drain its treasury. Lido pairs bought LDO with wstETH and adds it to the LDO wstETH LP removing LDO from circulation and boosting liquidity. The yearly cap is $10M and current revenue levels mean $4M of LDO bought per year" [X Link](https://x.com/DefiIgnas/status/1988236389578854818) 2025-11-11T13:24Z 157.6K followers, 94.2K engagements "@hrtlssxbt Ok this is complex but what is the weight oracles put for CEXs vs DEXs. It is a hard issue to solve tbh no idea if oracles can do it when prices are volatile as they are" [X Link](https://x.com/DefiIgnas/status/1988902520073203948) 2025-11-13T09:31Z 157.7K followers, 2236 engagements "Airdrop farmers angry that Fantasy Top isnt launching a token. The easy option is TGE reward airdrop farmers and exit. Team could retire. This is the playbook of absolute majority of projects: Friend Tech being the biggest grift. Fantasy top team made the honorable hard choice. No PMF = No token. People farmed points for years and feel betrayed calling it a rug. Playing the game just for airdrop is exactly why @hosseeb called farmers not useful to projects. As I said airdrop farmers are 'highly paid QA professionals' who give feedback that the team could improve on. That's exactly what's" [X Link](https://x.com/DefiIgnas/status/1988926136806707223) 2025-11-13T11:05Z 157.7K followers, 37.6K engagements "Select XX alts' % from ATH: ICP: XX% DOT: XX% AVAX: XX% NEAR: XX% APT: XX% ADA: XX% UNI: XX% ZEC: XX% DOGE: XX% LTC: XX% TON: XX% LINK: XX% AAVE: XX% XLM: XX% SUI: XX% MNT: XX% TAO: XX% SOL: XX% HYPE: XX% ETH: XX% XRP: XX% BNB: XX% TRX: XX% XMR: XX% BTC: 25%" [X Link](https://x.com/DefiIgnas/status/1989334208821780734) 2025-11-14T14:06Z 157.7K followers, 39.6K engagements "Even if you're zidelined or dislike $ZEC you should study its rise as it teaches you a lot about crypto. Back in September I wrote how the X algo pushed me into buying ZEC: A fascinating case of narrative formation: no one cares a few care everyone cares. Attention and price feed each other until the chart becomes the story. $ZEC is up by 1200% since then but nothing goes in a straight line. As 'everyone' starts to care they end up buying BECAUSE of the price. They aren't true believers just followers of FOMO. It makes them the most susceptible to FUD leading to market corrections. ZEC" [X Link](https://x.com/DefiIgnas/status/1990436294099452035) 2025-11-17T15:06Z 157.7K followers, 31.8K engagements "Bitcoin is being dumped by long-term holders due to quantum risk. A quantum computer with sufficient logical Qubits will be able to break the private keys of 20-30% of the coins. This means that Bitcoin is effectively providing a US$500 billion 'science prize' to the first company to build the computer which breaks the encryption. There are some potential solutions for the problem but it is clear that because Bitcoin has no management or leaders they won't be adopted. The Bitcoin protocol will most likely die once quantum hacks starts happening as confidence will be destroyed" [X Link](https://x.com/DefiIgnas/status/1990737215232602297) 2025-11-18T11:01Z 157.9K followers, 268.9K engagements "My top narratives with real strength that are still early despite initial hype: - Prediction markets - RWAs/Tokenization - Low-risk DeFi - ZK/Privacy - Crypto x AI merge - Global payments" [X Link](https://x.com/DefiIgnas/status/1990864687878316202) 2025-11-18T19:28Z 157.7K followers, 40.2K engagements "You'd think with all the exploits in DeFi insurance would be huge. It's not. Nexus Mutual remains the only real player with $144m TVL. Everything else like Cover protocol already died. I guess insuring X% yields at XXX% to X% cost isn't attractive to still retail driven crowd. And now protocols just build their own insurance pools anyway (Aave's $1m deposit insurance). Interesting thing is $NXM trades unlike XX% of alts: it's actually up YTD and manage to 2x since 2023. But is still relatively low at $138M FDV. When institutions fully embrace DeFi things could change. A good token to put on" [X Link](https://x.com/DefiIgnas/status/1991100585026683246) 2025-11-19T11:05Z 157.9K followers, 26.7K engagements "The Banana Zone 🍌" [X Link](https://x.com/DefiIgnas/status/1991827270093398054) 2025-11-21T11:13Z 157.7K followers, 151.1K engagements "Crypto is done. People keep acting like it's a normal "cycle" but it is a complete failure. The market is over. It has been hyped for years with nothing to show. Other assets create real value and this one is just a bunch of failure. There won't be another cycle" [X Link](https://x.com/DefiIgnas/status/1991863340772270156) 2025-11-21T13:36Z 157.7K followers, 106.3K engagements "Theres no bubble in crypto. On the contrary fundamentals are the best weve ever had. Sure there were pockets of exuberance in memecoins notably Trump meme. But thats gone. Whats left is battle tested infra increasing adoption of stablecoins tokenization prediction markets DeFi etc. Projects are also finally distributing value to holders On top weve got regulatory pivot with major catalyst (CLARITY ACT) ahead of us. Problem is the AI bubble. It weighs heavy as crypto competes with AI for capital inflows but is the first to be affected by the crash. No easy solution here. Just survival of the" [X Link](https://x.com/DefiIgnas/status/1992521571122991211) 2025-11-23T09:12Z 157.7K followers, 25.5K engagements "$ETH bulls how will you spin it off as bullish for Ethereum" [X Link](https://x.com/DefiIgnas/status/1993336162409402557) 2025-11-25T15:09Z 157.7K followers, 60.9K engagements "There's no other token excites me more than $POLY by Polymarket. At a $15B FDV $POLY would rank the same as $SUI and slightly above $LINK but it all depends on their equity versus token structure. I want in" [X Link](https://x.com/DefiIgnas/status/1994849977219387618) 2025-11-29T19:24Z 157.8K followers, 9319 engagements "This quick $MON price reversal will ingrain in our brains that: 'new hot TGE tokens only worth for a quick flip trade. Not for holding.' Which is sadly nothing new for low-float high-FDV TGEs we had early in the cycle. $MEGA hopefully plays out differently" [X Link](https://x.com/DefiIgnas/status/1995023257934991617) 2025-11-30T06:53Z 157.8K followers, 53.4K engagements "ETH is only expensive relative to Revenue related metrics. By other narratives it is worth more" [X Link](https://x.com/DefiIgnas/status/1995112008270626934) 2025-11-30T12:45Z 157.7K followers, 4770 engagements "@Ian_Unsworth @namada @adrianbrink $FRIEND also" [X Link](https://x.com/DefiIgnas/status/1995242811797725396) 2025-11-30T21:25Z 157.7K followers, XXX engagements "@KemarTiti @magicblock @FlashTrade Didnt know flash trade as an extension. That is cool" [X Link](https://x.com/DefiIgnas/status/1995802826203947132) 2025-12-02T10:30Z 157.8K followers, XXX engagements "@Grantblocmates Bitstamp also seems good" [X Link](https://x.com/DefiIgnas/status/1997282507709157515) 2025-12-06T12:30Z 157.8K followers, 3037 engagements "@coinmamba agree. ETFs are buying. DATs are buying. Retail already sold" [X Link](https://x.com/DefiIgnas/status/1997987514746073361) 2025-12-08T11:11Z 157.8K followers, XXX engagements "Crypto tried to make payments work since Bitcoin launched. Most say it failed. But did it Look at EtherFi Card data: most transactions are small payments of $X to $XX USD. Sure it's not the P2P crypto payments we wanted to have: Visa or Mastercard is the intermediary. We need KYC. But onchain it looks the same. Every coffee you buy settles on ETH L2s Solana etc. with gas paid. Whether it came from a crypto wallet or a card swipe does not matter for the chain. And you still get the upside of crypto: Self custody with many more options in 2025 DeFi integration through EtherFi Cash No need to" [X Link](https://x.com/DefiIgnas/status/1994364703796019265) 2025-11-28T11:16Z 157.9K followers, 15.1K engagements "If Yearn finance failed to built a secure vault product not sure who else can" [X Link](https://x.com/DefiIgnas/status/1995476659772825938) 2025-12-01T12:54Z 157.9K followers, 43K engagements "Aave DAO voting on shutting down zkSync Metis and Soneium instances. All future deployments must generate at least $2m USD" [X Link](https://x.com/DefiIgnas/status/1995847594506154229) 2025-12-02T13:28Z 157.9K followers, 47.6K engagements "btw why @DefiLlama still shows BSC when they rebranded to BNB Chain like 2-3 years ago lol @0xngmi @patfscott" [X Link](https://x.com/DefiIgnas/status/1996297545757425700) 2025-12-03T19:16Z 157.9K followers, 3563 engagements "Benefits of tokenization according to SEC's Paul Atkins: - Transparency: Companies currently don't even know who owns their stocks. Onchain tokenization provides insight into holder dynamics. - Instant settlement: No T+1 long-term settlements. - De-risking the markets due to decreased gap between clearance and settlement and then delivery and payment. "Do you think this (tokenization) is where financial services are going Are banks moving to tokenization" "Oh absolutely" said SEC's Paul Atkins. And it's not happening in a decade. It's happening in a couple of years. Plus the SEC will announce" [X Link](https://x.com/DefiIgnas/status/1997681566827663424) 2025-12-07T14:56Z 157.9K followers, 13.5K engagements "gMonad $MON launched TGE X weeks ago but onchain activity is low. No viral apps no hot memecoin/token or NFT defying expectations. Sure it might be early but the super slow growth of LSTs is particularly strange. LSTs should be no-brainer farms if degens expect the Monad ecosystem to perform well. Think of it as a second chance to get in early on Lido/Jito tokens again. Alas here's how top X LSTs perform (despite XX% APY): - @0xFastLane: $12.2M - @Kintsu: $1.38M - @MagmaStaking: $1.3M For comparison $MON staking via Nansen (with 2x points boost) managed just $5.2m in deposits. What's more" [X Link](https://x.com/DefiIgnas/status/1997910458196734419) 2025-12-08T06:05Z 157.9K followers, 62.8K engagements "Suppose you shield your shit: What's the endgame If ZEC goes 1000x and you want to cash out you send your ZEC to CEX and: 1) either CEX freezes the funds 2) banks ask for proof of funds etc But since funds were shielded they will think you are money launderer or criminal. Otherwise why would you shield and need the 'privacy' EU bureaucrats think that if you need privacy it means you have something to hide" [X Link](https://x.com/DefiIgnas/status/1998317085177303084) 2025-12-09T09:01Z 157.9K followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@DefiIgnas Ignas | DeFiThe DeFi space is seeing a rotation of retail investors out of the market, with many selling their assets, while whales and smart money are buying. Several protocols, such as Lido DAO, are exploring ways to return value to holders, including buyback programs and yield strategies. The market is also seeing innovation in areas such as on-chain forex, non-USD stablecoins, and decentralized finance (DeFi) protocols with real-world use cases.
Social category influence finance #801 cryptocurrencies #196 exchanges #249 currencies XXXX% stocks #5815 technology brands XXXX% travel destinations XXXX% social networks XXXX% countries XXXX% nfts XXXX%
Social topic influence crypto #397, defi #4, token #25, onchain #69, $eth #88, usdc #535, money #2002, bitcoin #3156, bank 2.78%, holders #106
Top accounts mentioned or mentioned by @agent_yp @icomaki2 @madame1829 @kemartiti @gluk64 @realnimona @joy_nimo @chai_lens @jayplayco @0xfastlane @kintsu @magmastaking @only1temmy @grantblocmates @coinmamba @0xngmi @crypto_vadim @thegreat1523 @orien0195 @nnovadefi
Top assets mentioned Ethereum (ETH) USDC (USDC) Bitcoin (BTC) zkSync (ZK) World Liberty Financial (WLFI) Solana (SOL) Ampleforth (AMPL) Friend.tech (FRIEND) Fluid (FLUID) Uniswap (UNI) MON Protocol (MON) Zora (ZORA) bank (BANK) Polyhedra Network (ZKJ) Amazon.com, Inc. (AMZN) Internet Computer (ICP) Celestia (TIA) BITMINE IMMERSION TECH (BMNR) BlackRock Inc (BLK)
Top posts by engagements in the last XX hours
"Europooors hows your experience cashing crypto to EU bank accounts No freezing of funds Required proof of funds documents"
X Link 2025-12-06T11:35Z 157.9K followers, 52.7K engagements
"Mantra DAO had many red flags: In 2020 RioDeFi created Mantra DAO hiring two employees to run daily ops. Things were smooth until financial reports stopped coming in after Jan 2021. The drama ended with a lawsuit in Hong Kong. RioDeFi claims employees went rogue treating MANTRA DAO like their own while misappropriating funds. The employees argued that Mantra DAO can't be "owned" by anyone. Their take is that "it's a DAO"- the $OM token holders are the real owners making decisions through smart contracts. The Hong Kong Court ordered the disclosure of financial reports but didnt rule on who"
X Link 2025-04-13T18:55Z 157.9K followers, 59.9K engagements
"The perp DEX airdrop playbook seems simple: - Open short on one DEX and. - . a long on another for perp DEXs Key is to monitor funding spread to generate outrageous APYs (e.g. 1256% APR on $ZORA) Use funding rate arbitrage scanners like @LorisTools @Arbitraxdexs or the one built by @prz_chojecki It sounds simple but fewer people farm this way than you might think. Tracking funding rates takes effort. Technical farmers use bots but even retail degen traders can benefit due to lower(ish) liquidity for alt perps. But the biggest risk is obvious: your hedge is never perfect. Perp DEXs use"
X Link 2025-11-13T14:02Z 157.9K followers, 32.5K engagements
"Why would you hold USDT instead of USDC For trading some markets Sure. Maybe occasional higher yield on lending But there's no point being a stablecoin maxi: neither USDT nor USDC pass down the yield to holders. No equity exposure to Tether either. You get XXX% of the risk but no upside (only temporary escape from crypto volatility). There's also no need for CT to get defensive on S&P's latest downgrade risk for USDT to 'weak'. That was my first though. On the second thought Tether is buying BTC (5.5% of backing) that helps pump its price. Kinda based Circle just holds US treasuries and"
X Link 2025-11-27T10:15Z 157.9K followers, 61.8K engagements
"Over the weekend I watched 'Now You See Me: Now You Dont'. Tried to switch off crypto for a bit. But in the opening scene they expose three crypto scammers who robbed people via their fake CEX. Not spoiling the rest but every time crypto shows up in movies its the same story. Were always shown as money launderers or loud tech guys flexing wealth. This view hasnt improved over the years. If anything it got worse even after major wins. Today FT wrote about the crypto crash & Saylor and the comments are the usual: Ponzi on Ponzi. Cant wait until it goes to zero. Many think crypto is a Republican"
X Link 2025-12-01T20:24Z 157.9K followers, 23.2K engagements
"Farcaster is admitting what everyone felt for a while. The decentralized social network never found real PMF. Despite XXX years of trying and a few successful adoption spikes. X networks effects too hard to break free from. Instead Farcaster will focus on being a wallet first social network second. user signs up funds wallet uses the wallet finds it useful while using wallet user finds social features "Its far easier to add a wallet to a social network than a social network to a wallet." - DWR come for the tool stay for the network It seems the same strategy Base app is built on"
X Link 2025-12-08T06:24Z 157.9K followers, 514K engagements
"2022/23: Everyone held ETH and alts to outperform BTC. Now: Only BTC in portfolio. No one wants alts or ETH. Altcoin fatigue is real"
X Link 2025-12-08T07:05Z 157.9K followers, 32K engagements
"The latest Binance listing is $18M FDV token. It pumped and dumped by XX% from ATH on Binance listing. Prior to listing (July) World Liberty Financial (WLF) acquired $40k of $BANK tokens. Lorenzo is an onchain traded fund with main focus is CeFi trading strategies: basis trades arbitrage and market-neutral strategies run on CEXs. Main token is enzoBTC ($512m in TVL) and WLF USD1 stablecoin. USD1 is the settlement asset for Lorenzos OTFs vaults and yield products"
X Link 2025-11-26T10:58Z 157.9K followers, 15.4K engagements
"Solana launched unique innovations but what happened to: - network extensions (aka L2s) - Blinks (X integration) - token extensions I guess token extensions functions like transfer hooks or confidential transfers are common while Blinks or network extensions are rare"
X Link 2025-12-02T10:16Z 157.9K followers, 10.2K engagements
"Im so risk averse with my BTC that I just hodl it. No earning yield. This Babylon x Aave partnership to bring native BTC is cool. Will probably wait for a year or so before depositing"
X Link 2025-12-04T04:59Z 157.9K followers, 30.2K engagements
"Remembered that zksync paid XXX% of $ZK supply to launch Lens on zkSync"
X Link 2025-12-08T06:58Z 157.9K followers, 24.2K engagements
"@jayplayco Decentralization is useful in finance due to reduced counterparty risk. But is it needed for social network"
X Link 2025-12-08T07:55Z 157.9K followers, 7240 engagements
"$ORE mining reminds me of early $AMPL rebase stablecoin days: - Innovation in tokenomics - Confusion on how it works - EV huntooors who profit from that confusion - Gamblers who like the rush - Speculators on token price Finally some crypto native innovation that's fun unique and unites all cohorts of crypto users. (Except for institutions - they can play with stablecoins and BTC)"
X Link 2025-11-07T22:24Z 157.9K followers, 17.4K engagements
"@megaeth Also would be nice if you could take into account poor souls who approved their USDC but failed to deposit on time too lol I WANTED TO GET IN. TL;DR we are MegaETh aligned lol"
X Link 2025-11-27T22:06Z 157.9K followers, 19.3K engagements
"Comparing $ETH (network) and $AMZN (corporation) on PE ratios misses the point of crypto. Amazon can run without $AMZN stock. Ethereum cannot run without $ETH. ETH needs to be staked for the network to work. Higher Ethereum adoption means higher demand for ETH because anyone using Ethereum ends up needing it one way or another (as Vitalik says 'users' also include Wall Street and others). That part is obvious. The bearish case is gas abstraction removing the need for end-users to acquire ETH. Fair criticism. Even then companies still need to hold ETH to pay for their users. More usage still"
X Link 2025-11-29T22:55Z 157.9K followers, 39.1K engagements
"My wishlist stats for Ethereum L1 - X second bloc time - X block finality - up to XXX tps (hard ask) - $XXXX tx cost (already happening) Then all Defi and retail swapping can happen on the L1. Liquidity on AMMs and Defi wouldnt be fragmented and network effects would grow. L2s would still be needed for perps gaming etc that require higher tps and lower costs But they would not canibalize on the L1. Is it too much too ask"
X Link 2025-12-02T10:02Z 157.9K followers, 30.8K engagements
"Whats the risk AI hacks my crypto wallets Im vibe coding smart contract apps with Claude Opus XXX and basically following every step it gives me. Installed half the dev tools in the world. Finally know what Foundry is. Total noob. If Claude turned malicious it could drain everything without me noticing. Should I just buy a separate Mac for this Or Claude won't turn malicious"
X Link 2025-12-03T07:12Z 157.9K followers, 24.2K engagements
"Only XXXX% of Uniswap's total TVL is on the BNB Chain. For Aave that figure is just 1%. Expanding to new chains despite strong brand power has been tough. Pancakeswap and Venus still dominate on the BNB Chain. This dominance is due to many factors including first-mover advantage and potential business relationships with Binance. Fluid's approach is unique: instead of competing directly it offers a joint venture with a 50:50 revenue share. Fluid provides technical innovation in capital efficiency while the partner contributes branding and market entry expertise. This strategy worked wonders on"
X Link 2025-12-03T19:13Z 157.9K followers, 27.4K engagements
"Wish $STABLE went to $X ASAP: - Pre-deposited by insiders before public announcement - Basically all insider token allocation (VCs team pre-deposits and even majority of airdrops) - No community building whatsoever. No public ICOs anything. - Useless L1: No innovation just fees in USDT (no $STABLE burn/deflation). - Try reading their docs: same-old gibberish. Lists Ethereum's recently launched EIP-7702 among their big features. - Stable CEO @mehler with 2.2k followers on X because no one cares what he has to say (tbh nothing). - BTW the original Stable CEO and creator Joshua Harding announced"
X Link 2025-12-08T14:12Z 157.9K followers, 97.1K engagements
"At $XXXXX and XX% float STABLE: - $300m market cap - $1.6b in FDV X years of unlocks. Another $ICP and $TIA chart in the making"
X Link 2025-12-09T04:33Z 157.9K followers, 13.9K engagements
"Overall fundraising amounts recovered but few large outliers amount for most money raised in 2025: - Binance: $2B raise - Polymarket: $2B - Bullish: $1.1B IPO - Circle: $1.1B IPO - Kraken: $500M pre-IPO - Ripple: $500M - Tempo: $500M - Gemini: $425M IPO - pump. fun: $400m (no airdrop lol) - TON: $400m - World Liberty Financial: $300m Without these the fundraising scene looks much different compared to previous cycles"
X Link 2025-12-09T07:24Z 157.9K followers, 26.8K engagements
"$ETH bearishness lasted for years but $ETH actually looks good: - EF reformed & ships fast: Two major forks in 2025 - Fusaka increases blob fees for L2s - BitMine continues to stack $ETH - Noticeable whale accumulation onchain - Blackrock files for staked ETF - Strong ETF outflows seem subdued - Solutions like zkSync Atlas bring technical solutions to solving L1/L2 liquidity fragmentation - Quantum resistance on the roadmap (vs uncertain BTC) - SEC & Blackrock pushing tokenization (even within X years) - ETH/BTC chart unaffected by 10/10 and following dumps Anything else I missed"
X Link 2025-12-09T08:36Z 157.9K followers, 18.7K engagements
"Got zero backlash or hate for this post: Usually if I FUD a token community members or token holders would come out in support for the project. For $STABLE Zero interest. In truth no one cares and token 'holders' are just short-term traders"
X Link 2025-12-09T08:49Z 157.9K followers, 27.1K engagements
"8/ Arranged by round type Series B attracted the most cash ($11.5B) with FTX as the largest recipient at $900M. Series A companies raised $10.5B with MoonPay receiving $555M. Surprisingly Seed rounds came in 3rd with a total of $8.1B. Yuga Labs raise was worth $450M"
X Link 2022-12-05T07:45Z 157.6K followers, XX engagements
"9/ Compared to other sectors #DeFi projects managed to raise less cash per round. With the largest raises ever going to: X. Lithosphere network: $400M X. BitDAO: $230M X. Capricorn: $XXX X. Unizen: $200M X. 1inch: $175M and Uniswap - $165M for Series B"
X Link 2022-12-05T07:45Z 157.9K followers, XX engagements
"OK. so is there an AI agent that can trade for me I just deposit money and have it manage my positions I'm not talking about trading bots with pre-coded rules but real AI agents that try different strategies and adapt to changing markets"
X Link 2025-01-04T14:23Z 157.7K followers, 528.4K engagements
"Remember SatoshiVM The future of Bitcoin L2 is in discussions of getting acquired. It was shilled by so many KOLs. $SAVM trading at 1.3M market cap"
X Link 2025-03-25T16:37Z 157.7K followers, 46K engagements
"$ETH 3000-3500: skeptics pay attention 3500-4000: maybe a strong rally is possible 4000-6000: holy shit I better get allocated. Its going to 10k 6000-10k: ETH won the L1 wars. Going to 20k+ For months the bears dominated the ETH narrative. Now the higher the price goes the stronger the believe. A self fulfilling prophecy. Do you believe"
X Link 2025-07-16T16:08Z 157.7K followers, 84.4K engagements
"$PUMP is back in the lead: I thought they'd need financial incentives to put come back. But just having Pump start tweeting again was enough to initiate it. "Oh the team is still here. Not like Racer from $FRIEND." Pump also launched a buybacks dashboard. More transparency is bullish. Fees roared back without any major catalyst yet. Imagine what they can do if they put artificial sweeteners into their launchpad ( $PUMP = Sugar). People are addicted to it. They can't get enough even if they get rekt"
X Link 2025-08-07T11:34Z 157.7K followers, 18.4K engagements
"Suppose you sell crypto and need to hold USDC without touching it for a year. And EURC Where do you put it to maximize yield while sleeping well Most yields require active management (moving from vaults deposits changing contracts etc.)"
X Link 2025-08-11T13:57Z 157.8K followers, 136.7K engagements
"1/ Record number of $ETH is in the unstaking queue: 671k $ETH = $3.2B USD What's more queue wait time reached record of XX days. Why is it happening A few reasons:"
X Link 2025-08-14T10:09Z 157.7K followers, 270.9K engagements
"$CRO pumps XXXX% after Trump Media news to launch a prediction market using Crypto. com Derivatives North America Congratz and well played but I won't forget they 'unburned' XX% of the total $CRO supply. In August Trump Media agreed to form a DAT to buy CRO token"
X Link 2025-10-28T13:01Z 157.9K followers, 10.3K engagements
"411 referrals earned me $2.7k USD in two months on @BasedOneX. If I had done paid posts for Based (not that they offered) I would have earned several times more. The only exception is pre-TGE referrals: they can be a huge airdrop or a total flop. And often you rarely know which is which"
X Link 2025-10-30T09:21Z 157.9K followers, 9267 engagements
"Sadly Based app doesn't give airdrop points for referrals but you can still qualify for 5x the Hyperliquid ecosystem airdrop: $HYPE Seasons X & X $BASED token $NATIVE by Native Markets stablecoin $USDH $UNIT airdrop Ecosystem drops"
X Link 2025-10-30T09:21Z 157.7K followers, 4237 engagements
"If I want to avoid doxxing my wallets sending USDC I do this: Wallet1 CEX Wallet2 I cant use mixers (straight to jail) Who's building something legally compliant without KYC"
X Link 2025-11-07T10:33Z 157.8K followers, 198.5K engagements
"Reminder that $AMPL was a stablecoin experiment that changed supply daily instead of price. It confused everyone but rewarded those who understood it early"
X Link 2025-11-07T22:24Z 157.9K followers, 4416 engagements
"Fluid is my top DeFi innovation this cycle merging lending and DEX into one liquidity layer. Since Oct $FLUID has burned XXX% of all supply but it's just a start. Fluid DEX v2 is coming with pools for volatile pairs in a few days. Expect to see Fluid challenging Uniswap for No. X DEX in crypto - as a lending protocol. On top xUSD and other hedge fund stablecoin collapse proves team's DD skills. Every day Fluid keeps running its Lindy grows"
X Link 2025-11-10T09:49Z 157.8K followers, 16.1K engagements
"I start liking Coinbase more $FLUID 🚀🐂📈🌊🌊"
X Link 2025-11-11T06:34Z 157.9K followers, 12.9K engagements
"Uniswap fee switch proposal is killing the decentralized DAO model. Uniswap foundation activities move to Uniswap Labs meaning. .decision power moves from a non-profit organization governed by $UNI holders to a Delaware centralized corporation. - Most Foundation employees move to Uniswap Labs - The Foundation only keeps a tiny grants team - After the remaining $100M grants are deployed the Foundation shuts down Thus $UNI token is no longer a DAO token but a token purely valued by buybacks/fees Uniswap will be able to generate. It's not a criticism but admitting the facts that: - The DAO model"
X Link 2025-11-11T10:14Z 157.7K followers, 121.8K engagements
"$UNI yesterday $LDO today proposes buy backs. Lidos buybacks start only when: - ETH above $3k; - Yearly revenue above $40M - If both are true XX% of the extra revenue buys LDO. (Numbers not final) This makes buybacks anti cyclical. In good markets Lido buys more LDO. In bad markets buybacks slow down so the DAO does not drain its treasury. Lido pairs bought LDO with wstETH and adds it to the LDO wstETH LP removing LDO from circulation and boosting liquidity. The yearly cap is $10M and current revenue levels mean $4M of LDO bought per year"
X Link 2025-11-11T13:24Z 157.6K followers, 94.2K engagements
"@hrtlssxbt Ok this is complex but what is the weight oracles put for CEXs vs DEXs. It is a hard issue to solve tbh no idea if oracles can do it when prices are volatile as they are"
X Link 2025-11-13T09:31Z 157.7K followers, 2236 engagements
"Airdrop farmers angry that Fantasy Top isnt launching a token. The easy option is TGE reward airdrop farmers and exit. Team could retire. This is the playbook of absolute majority of projects: Friend Tech being the biggest grift. Fantasy top team made the honorable hard choice. No PMF = No token. People farmed points for years and feel betrayed calling it a rug. Playing the game just for airdrop is exactly why @hosseeb called farmers not useful to projects. As I said airdrop farmers are 'highly paid QA professionals' who give feedback that the team could improve on. That's exactly what's"
X Link 2025-11-13T11:05Z 157.7K followers, 37.6K engagements
"Select XX alts' % from ATH: ICP: XX% DOT: XX% AVAX: XX% NEAR: XX% APT: XX% ADA: XX% UNI: XX% ZEC: XX% DOGE: XX% LTC: XX% TON: XX% LINK: XX% AAVE: XX% XLM: XX% SUI: XX% MNT: XX% TAO: XX% SOL: XX% HYPE: XX% ETH: XX% XRP: XX% BNB: XX% TRX: XX% XMR: XX% BTC: 25%"
X Link 2025-11-14T14:06Z 157.7K followers, 39.6K engagements
"Even if you're zidelined or dislike $ZEC you should study its rise as it teaches you a lot about crypto. Back in September I wrote how the X algo pushed me into buying ZEC: A fascinating case of narrative formation: no one cares a few care everyone cares. Attention and price feed each other until the chart becomes the story. $ZEC is up by 1200% since then but nothing goes in a straight line. As 'everyone' starts to care they end up buying BECAUSE of the price. They aren't true believers just followers of FOMO. It makes them the most susceptible to FUD leading to market corrections. ZEC"
X Link 2025-11-17T15:06Z 157.7K followers, 31.8K engagements
"Bitcoin is being dumped by long-term holders due to quantum risk. A quantum computer with sufficient logical Qubits will be able to break the private keys of 20-30% of the coins. This means that Bitcoin is effectively providing a US$500 billion 'science prize' to the first company to build the computer which breaks the encryption. There are some potential solutions for the problem but it is clear that because Bitcoin has no management or leaders they won't be adopted. The Bitcoin protocol will most likely die once quantum hacks starts happening as confidence will be destroyed"
X Link 2025-11-18T11:01Z 157.9K followers, 268.9K engagements
"My top narratives with real strength that are still early despite initial hype: - Prediction markets - RWAs/Tokenization - Low-risk DeFi - ZK/Privacy - Crypto x AI merge - Global payments"
X Link 2025-11-18T19:28Z 157.7K followers, 40.2K engagements
"You'd think with all the exploits in DeFi insurance would be huge. It's not. Nexus Mutual remains the only real player with $144m TVL. Everything else like Cover protocol already died. I guess insuring X% yields at XXX% to X% cost isn't attractive to still retail driven crowd. And now protocols just build their own insurance pools anyway (Aave's $1m deposit insurance). Interesting thing is $NXM trades unlike XX% of alts: it's actually up YTD and manage to 2x since 2023. But is still relatively low at $138M FDV. When institutions fully embrace DeFi things could change. A good token to put on"
X Link 2025-11-19T11:05Z 157.9K followers, 26.7K engagements
"The Banana Zone 🍌"
X Link 2025-11-21T11:13Z 157.7K followers, 151.1K engagements
"Crypto is done. People keep acting like it's a normal "cycle" but it is a complete failure. The market is over. It has been hyped for years with nothing to show. Other assets create real value and this one is just a bunch of failure. There won't be another cycle"
X Link 2025-11-21T13:36Z 157.7K followers, 106.3K engagements
"Theres no bubble in crypto. On the contrary fundamentals are the best weve ever had. Sure there were pockets of exuberance in memecoins notably Trump meme. But thats gone. Whats left is battle tested infra increasing adoption of stablecoins tokenization prediction markets DeFi etc. Projects are also finally distributing value to holders On top weve got regulatory pivot with major catalyst (CLARITY ACT) ahead of us. Problem is the AI bubble. It weighs heavy as crypto competes with AI for capital inflows but is the first to be affected by the crash. No easy solution here. Just survival of the"
X Link 2025-11-23T09:12Z 157.7K followers, 25.5K engagements
"$ETH bulls how will you spin it off as bullish for Ethereum"
X Link 2025-11-25T15:09Z 157.7K followers, 60.9K engagements
"There's no other token excites me more than $POLY by Polymarket. At a $15B FDV $POLY would rank the same as $SUI and slightly above $LINK but it all depends on their equity versus token structure. I want in"
X Link 2025-11-29T19:24Z 157.8K followers, 9319 engagements
"This quick $MON price reversal will ingrain in our brains that: 'new hot TGE tokens only worth for a quick flip trade. Not for holding.' Which is sadly nothing new for low-float high-FDV TGEs we had early in the cycle. $MEGA hopefully plays out differently"
X Link 2025-11-30T06:53Z 157.8K followers, 53.4K engagements
"ETH is only expensive relative to Revenue related metrics. By other narratives it is worth more"
X Link 2025-11-30T12:45Z 157.7K followers, 4770 engagements
"@Ian_Unsworth @namada @adrianbrink $FRIEND also"
X Link 2025-11-30T21:25Z 157.7K followers, XXX engagements
"@KemarTiti @magicblock @FlashTrade Didnt know flash trade as an extension. That is cool"
X Link 2025-12-02T10:30Z 157.8K followers, XXX engagements
"@Grantblocmates Bitstamp also seems good"
X Link 2025-12-06T12:30Z 157.8K followers, 3037 engagements
"@coinmamba agree. ETFs are buying. DATs are buying. Retail already sold"
X Link 2025-12-08T11:11Z 157.8K followers, XXX engagements
"Crypto tried to make payments work since Bitcoin launched. Most say it failed. But did it Look at EtherFi Card data: most transactions are small payments of $X to $XX USD. Sure it's not the P2P crypto payments we wanted to have: Visa or Mastercard is the intermediary. We need KYC. But onchain it looks the same. Every coffee you buy settles on ETH L2s Solana etc. with gas paid. Whether it came from a crypto wallet or a card swipe does not matter for the chain. And you still get the upside of crypto: Self custody with many more options in 2025 DeFi integration through EtherFi Cash No need to"
X Link 2025-11-28T11:16Z 157.9K followers, 15.1K engagements
"If Yearn finance failed to built a secure vault product not sure who else can"
X Link 2025-12-01T12:54Z 157.9K followers, 43K engagements
"Aave DAO voting on shutting down zkSync Metis and Soneium instances. All future deployments must generate at least $2m USD"
X Link 2025-12-02T13:28Z 157.9K followers, 47.6K engagements
"btw why @DefiLlama still shows BSC when they rebranded to BNB Chain like 2-3 years ago lol @0xngmi @patfscott"
X Link 2025-12-03T19:16Z 157.9K followers, 3563 engagements
"Benefits of tokenization according to SEC's Paul Atkins: - Transparency: Companies currently don't even know who owns their stocks. Onchain tokenization provides insight into holder dynamics. - Instant settlement: No T+1 long-term settlements. - De-risking the markets due to decreased gap between clearance and settlement and then delivery and payment. "Do you think this (tokenization) is where financial services are going Are banks moving to tokenization" "Oh absolutely" said SEC's Paul Atkins. And it's not happening in a decade. It's happening in a couple of years. Plus the SEC will announce"
X Link 2025-12-07T14:56Z 157.9K followers, 13.5K engagements
"gMonad $MON launched TGE X weeks ago but onchain activity is low. No viral apps no hot memecoin/token or NFT defying expectations. Sure it might be early but the super slow growth of LSTs is particularly strange. LSTs should be no-brainer farms if degens expect the Monad ecosystem to perform well. Think of it as a second chance to get in early on Lido/Jito tokens again. Alas here's how top X LSTs perform (despite XX% APY): - @0xFastLane: $12.2M - @Kintsu: $1.38M - @MagmaStaking: $1.3M For comparison $MON staking via Nansen (with 2x points boost) managed just $5.2m in deposits. What's more"
X Link 2025-12-08T06:05Z 157.9K followers, 62.8K engagements
"Suppose you shield your shit: What's the endgame If ZEC goes 1000x and you want to cash out you send your ZEC to CEX and: 1) either CEX freezes the funds 2) banks ask for proof of funds etc But since funds were shielded they will think you are money launderer or criminal. Otherwise why would you shield and need the 'privacy' EU bureaucrats think that if you need privacy it means you have something to hide"
X Link 2025-12-09T09:01Z 157.9K followers, XXX engagements
/creator/x::DefiIgnas